Brazilian Rare Earths' Growth in Rare Elements and Minerals

Brazilian Rare Earths Limited: Quarterly Update on Progress

Brazilian Rare Earths Limited (ASX: BRE / OTCQX: BRELY) has made impressive strides in its rare earth elements and critical minerals portfolio in recent months. This quarterly report highlights significant milestones achieved, showcasing the company's transition from exploration to development as of the quarter ending June 2025.

Exceptional Discoveries at Sulista West

The Sulista West project has emerged as a beacon of success for the company. Recent diamond drilling has yielded astonishing results, including high grades of up to 21% TREO. More specifically, the drilling returned notable findings: an incredible 43,667 ppm for NdPr, 1,660 ppm for DyTb, and 378 ppm for Sc?O?. This discovery marks Sulista West as an ultra-high-grade project, strengthening the company’s confidence in the Rocha da Rocha Province as a site for abundant rare earth deposits.

New Discoveries Expand Potential

Furthermore, the recent discovery of the "Outcrop Ridge," which produced grab samples showing 20.6% TREO, exhibits the extensive potential over a 3.5 km strike around the deposit. Such findings position Sulista West as a vital player within the company’s broader strategic plan.

Breakthrough Metallurgical Results from Monte Alto

At the Monte Alto site, Brazilian Rare Earths Limited has successfully produced a high-purity Mixed-Rare-Earth Carbonate (MREC) product. This product meets the specifications necessary for conventional solvent-extraction separation circuits, and the recovery rates for crucial rare earth elements like NdPr and DyTb were impressive, reaching between 86-90% throughout the hydrometallurgical leaching process.

Inclusion of Co-products

Additionally, the extraction processes have also facilitated the recovery of uranium as a co-product in the form of yellowcake, enhancing the economic viability of operations. These processes present not only practical advantages in capital expenditure (capex) and operational expense (opex) but also lead to increased yields of total rare earths.

Strategic Collaborations for Advancements

A strategic partnership with SENAI CIMATEC was another highlight this quarter. This collaborative effort aims to develop a laboratory and pilot plant facility located in Bahia, Brazil. The partnership will leverage around R$8.2 million ($2.3 million AUD) in funding, providing Brazilian Rare Earths with resources to optimize processes related to rare earth beneficiation.

Amargosa Bauxite-Gallium Project's Potential

The acquisition of the Amargosa Bauxite-Gallium Project represents another venture towards exploring new value pathways. This advanced-stage project, situated adjacent to BRE’s rare earth tenements, boasts historical drilling that confirmed thick and high-grade bauxite intervals that are well-situated for future production.

Financial Stability and Future Outlook

As of June 30, 2025, Brazilian Rare Earths maintains a solid financial position with A$67.3 million in cash reserves. This strong financial footing ensures that the company is well-equipped to carry out planned exploration and feasibility work for the upcoming year.

Engagement with Strategic Funding Programs

In an encouraging development, BRE has been included in the Brazilian critical minerals funding project. This initiative, led by the Brazilian Financial Agency for Studies and Projects (Finep), has earmarked BRL 5 billion to support companies dedicated to enhancing strategic mineral supply chains. BRE’s initial application has passed the first phase, positioning the company for potential funding that could greatly enhance operations.

Community and Joint Development Initiatives

Moreover, BRE recently entered into a cooperation agreement for the MagBras project aimed at establishing a comprehensive domestic mine-to-magnet rare earths supply chain, marking the company's commitment to sustainability and local development. This pilot plant will focus on developing metallurgy processes and magnet design while collaborating with renown industry partners.

Frequently Asked Questions

What is the significance of the Sulista West project?

The Sulista West project is crucial because it has achieved ultra-high-grade results and signifies the potential for extensive rare earth deposits in the Rocha da Rocha Province.

How does the partnership with SENAI CIMATEC benefit BRE?

This partnership allows Brazilian Rare Earths to develop advanced facilities for optimizing rare earth beneficiation, ultimately enhancing production efficiency.

Why is the Amargosa Bauxite-Gallium Project important?

The Amargosa project opens new avenues for the extraction of high-grade bauxite and gallium, potentially positioning BRE among top global gallium suppliers.

What financial resources does BRE currently have?

BRA has reported holding A$67.3 million in cash, securing funding for planned initiatives through 2026.

What are the goals of the MagBras project?

The MagBras project aims to create a fully domestic rare earths supply chain, focusing on metallurgy, design processes, and collaboration with major industry players.

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