Episode Details
Back to EpisodesUSA Rare Earth's $2.8 Billion Rare Earth Bet, BHP Sets Records and Shuffles Leadership, and Peru's Election Keeps Mining Investors in Limbo (2026-04-22)
Published 5 months, 3 weeks ago
Description
USA Rare Earth acquires Serra Verde (Brazil) for $2.8B — only non-Asia producer of all 4 magnetic REEs; DFC-backed; 15-year US government offtake. BHP nine-month review: records at Escondida + WAIO, copper guidance lifted, Brandon Craig to replace Mike Henry as CEO, Queensland coal review. Peru election: Fujimori in runoff, 14,000-ballot gap for second slot.