Brazil Rare Earths Coalition Aims to Unlock Domestic Supply

Brazil Rare Earths

Brazil’s new Brazil rare earths coalition seeks clear rules and sovereignty over critical minerals. The Brazil rare earths coalition will draft a regulatory benchmark, promote strategic debates, and align geology with industry. As a result, the Brazil rare earths coalition targets faster projects, stronger local processing, and secure supply chains.

Regulatory focus ties geology to industry

Lawmakers plan a framework that accelerates exploration and builds midstream capacity. Therefore, Brazil can move beyond raw ore exports. Today, production is nascent, with Serra Verde as the only producer outside Asia. However, Brazil holds 23% of global reserves, according to SGB. Clear rules could attract capital and de-risk permitting.

Processing gap and offshore ambitions

Processing remains concentrated in China, so Brazil must localize separations. Consequently, policy will likely prioritize refineries for NdPr, Dy, and Tb. Meanwhile, officials also pursue the Rio Grande Rise claim. If successful, offshore resources could diversify feedstock. Still, onshore ionic clay projects will move first on timelines.

The Metalnomist Commentary

Brazil’s opportunity hinges on midstream execution, not geology. To matter globally, Brasília must pair permitting reform with incentives for separation plants and long-term offtakes that anchor financing.