Fresh export data from China once again highlighted the volatility of global commodity markets this week. Meanwhile, takeover plans by the US company Energy Fuels and a draft EU legislative proposal also made headlines.
China: Data on Critical Raw Materials Exports for December
On Tuesday, China’s customs authorities released a series of data on foreign trade in critical raw materials and related components for December. However, the true extent of market volatility was most evident in the year-on-year comparison, particularly for germanium and dysprosium.
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Lynas Increases Revenue Despite Production Decline
Lynas, the largest producer of rare earths outside China, has released its quarterly results. The Australian mining company reported an increase in revenue, despite production being approximately 30 percent below the previous quarter’s level. Lynas attributed this in part to higher prices for the magnet material neodymium-praseodymium.
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Energy Fuels to Acquire Australian Strategic Materials
Energy Fuels, a U.S. producer of uranium and rare earth elements, plans to acquire the Australian mining company Australian Strategic Materials (ASM). According to the company, the deal would create the largest producer outside China, covering the full mine-to-metal value chain.
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CRMA: Over 160 Applications Submitted for Strategic Projects
Over 160 applications have been submitted for strategic projects under the EU’s Critical Raw Materials Act (CRMA). These projects can benefit from accelerated permitting procedures and support in accessing funding. In the first call, 60 projects were already selected in 2025, both within the EU and abroad.
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