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[SITUATION] · [ACTIVE]
45 clusters · 195 sources · 101 days · First seen · Last updated
Categories: POLITICS · BUSINESS · INTERNATIONAL
Brazil expands critical minerals strategy
Entities: Brazil · United States Department of State · Junot Cornélio Matos
Overview
Brazil’s rare‑earth agenda, launched at the July 10 ministerial meeting, continues to gain momentum. The Chamber of Deputies has now approved the National Policy for Critical and Strategic Minerals (Bill 2780/24), establishing the Mineral Activity Guarantee Fund (FGAM) with a R$2 billion federal contribution and authorising up to R$5 billion in tax credits over five years to back beneficiation and transformation projects. Mining firms will contribute 0.5 % of gross operating revenue to the fund, with an option to channel the amount to a private research fund under future rules. The legislation also introduces gold‑traceability measures via the Brazilian Mint and enables projects to draw on the National Climate Change Fund through BNDES. The proposal moves to the Senate for further debate.
At the project level, the Serra Verde rare‑earth mine in Goiás is attracting significant foreign capital. USA Rare Earth and the French‑backed InfraVia fund each plan to acquire a 13.6 % stake in Carester, a French company that separates, processes and recycles heavy rare‑earth elements. The arrangement links Brazilian heavy‑rare‑earth concentrates to Carester’s European processing facilities and to USA Rare Earth’s planned magnet‑manufacturing operations in the United States, aiming to reduce dependence on China’s processing dominance. The investments, valued at roughly US$2.8 billion, are slated to close in the third quarter of 2026 and are presented as a coordinated effort to secure critical minerals for defence, clean‑energy and high‑tech applications.
Overall, Brazil remains positioned as the world’s second‑largest rare‑earth reserve holder, with an expanding portfolio of research permits, financing tools, and international partnerships designed to boost domestic output and downstream processing while adhering to environmentally‑sound standards.
Timeline
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3 days ago
[POLITICS] 3 sourcesBrazil's Rare‑Earth Push Attracts U.S. Strategic InterestBrazil’s rare‑earth reserves are drawing U.S. interest, with a draft agreement framing the partnership as strategic for tech and defence, while Brazil cautions over sovereignty after a document mislabels the c‑
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10 days ago
[BUSINESS] 2 sourcesBrazil’s Serra Verde rare‑earth project draws US and French investmentUSA Rare Earth and France’s InfraVia each will take a 13.6% stake in Carester, linking Brazil’s Serra Verde rare‑earth mine with French processing and US magnet production to reduce China dependence.
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10 days ago
[POLITICS] 7 sourcesBrazil's Chamber Approves National Critical Minerals PolicyBrazil's Chamber approved a bill creating a R$2 bn fund and R$5 bn tax credits to boost domestic processing of critical minerals, now headed to the Senate.
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19 days ago
[BUSINESS] 3 sourcesBrazil's 2025 critical mineral exports total $11.4 billion, EU accounts for 37% of tradeBrazil exported $11.4 bn of critical minerals in 2025; the EU bought $4.3 bn (37.6%). An ApexBrasil study points to investment and processing opportunities supported by EU policies and Brazilian finance tools.
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19 days ago
[BUSINESS] 4 sourcesBrazil's BNDES approves R$100 million for Piauí nickel processing projectBNDES approved a R$100 million loan to Piauí Níquel Metais, a Brazilian Nickel subsidiary, to fund equipment for processing nickel and cobalt into MHP, targeting 27 k t nickel and 900 t cobalt annually, with a
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20 days ago
[BUSINESS] 4 sourcesBrazil opens uranium sector to private investors and launches nuclear agendaBrazil plans to let private firms develop uranium projects with state firm INB and launches a nuclear agenda to boost industry, innovation and energy security.
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22 days ago
[BUSINESS] 2 sourcesBrazil Holds Second-Largest Global Rare Earth Reserve and Plans Major Mining InvestmentBrazil, home to the world’s second‑largest rare earth reserve, plans $76 billion in mining over five years as it seeks to boost production from the current 1% share.
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24 days ago
[BUSINESS] 2 sourcesBrazil identified as untapped giant in global rare‑earth marketBrazil holds roughly a quarter of global rare‑earth reserves but extracts under 1%; analyst Philipe Moura calls it a “sleeping giant” needing long‑term investment and policy support to become a critical supply‑
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24 days ago
[POLITICS] 16 sourcesBrazil's Lula pushes critical minerals policy to boost sovereigntyBrazil’s Lula convened ministers to advance a critical‑minerals law that would create a presidential council, a R$5 bn fund and export controls, aiming for financial and technological sovereignty amid internal‑
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25 days ago
[POLITICS] 4 sourcesBrazil advances mining regulation with gold plan consultation and iron ore CFEM rulesBrazil opens a public consultation on a draft plan to reduce mercury in artisanal gold mining, while the National Mining Agency issues a binding rule treating iron‑ore pelletisation as beneficiation, affecting
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26 days ago
[BUSINESS] 3 sourcesMeteoric Resources lifts Brazil Caldeira rare‑earth measured resources 246%Meteoric Resources announced a 246% rise in measured resources at its Caldeira rare‑earth project in Brazil, now 128 Mt at 2,815 ppm TREO, boosting confidence for a feasibility study and attracting investment.
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29 days ago
[BUSINESS] 8 sourcesBrazil outlines rare‑earth strategy after new government‑backed studyBrazil’s CGEE released a study mapping rare‑earth reserves and urging a policy shift toward domestic processing, feeding Senate debates on a new critical minerals law.
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29 days ago
[BUSINESS] 6 sourcesBrazil launches strategic rare‑earths book outlining 2026‑2040 policy roadmapBrazil’s CGEE released a book mapping rare‑earth reserves and outlining a 2026‑2040 industrial strategy, aiming to shape upcoming mineral policy legislation.
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30 days ago
[POLITICS] 2 sourcesGerman Minister Wadephul Calls for Rapid Expansion of Rare Earths FundGerman FM Johann Wadephul demands a €1 bn boost to the rare‑earth fund to speed up extraction in Brazil and tap the new EU‑Mercosur trade pact, aiming to cut reliance on China.
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about 1 month ago
[BUSINESS] 2 sourcesGermany launches joint rare‑earth procurement plan with industryGerman industry groups and the government are forming a joint procurement scheme and expanding a €1 billion rare‑earth fund to lessen reliance on China, focusing on Brazil’s critical mineral deposits.
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about 1 month ago
[BUSINESS] 2 sourcesBrazil's BNDES aims to build critical minerals value chainBrazil's BNDES, led by José Luis Gordon, is launching funds with Vale and Finep to develop a domestic critical‑minerals industry, aiming to shift from raw exports to value‑added production of batteries, EVs and
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about 1 month ago
[BUSINESS] 2 sourcesBrazil poised to become major rare‑earth supplier by 2040A new CGEE study shows Brazil has enough rare‑earth reserves to become a key global supplier by 2040, but needs industrial capacity for refining and value‑added production.
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about 1 month ago
[BUSINESS] 2 sourcesBrazil Mining Minister Alexandre Silveira launches sustainability framework and funds fight against illegal miningBrazil’s mining minister Alexandre Silveira introduced a sustainability reference for the sector and secured R$20.3 M for Federal Police tools to combat illegal mining in Minas Gerais.
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about 1 month ago
[INTERNATIONAL] 19 sourcesBrazil Presses US on Tariffs While Accelerating Critical Minerals StrategyBrazil vows to stay at the US tariff talks amid a July 15 deadline, while launching a national plan to boost its share of critical‑minerals production and a regional Mercosur roadmap.
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about 1 month ago
[BUSINESS] 2 sourcesBrazil's B3 launches rare‑earth ETF to give investors exposure to critical mineralsBrazil's B3 has launched the RARA11 ETF, managed by Investo, giving investors exposure to global rare‑earth and critical‑minerals firms amid rising demand for EVs, renewables and defense technologies.
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about 1 month ago
[BUSINESS] 2 sourcesEU and Brazil move toward critical minerals partnershipThe EU and Brazil are nearing a critical‑minerals pact that would fund local refining and value‑added processing, offering a deal the EU claims is more beneficial than US or Chinese proposals.
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about 1 month ago
[BUSINESS] 2 sourcesBrazil‑EU Forum Advances Critical Minerals and Energy TransitionAt the Brazil‑EU Investment Forum in Brasília, leaders discussed boosting European financing for Brazil’s critical‑minerals and rare‑earth processing, enhancing the MERCOSUR‑EU trade link and supporting the能源转型
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about 1 month ago
[BUSINESS] 3 sourcesBrazil's BNDES Launches R$140 bn Industry Fund and Petrobras Critical Minerals PartnershipBNDES teamed with Petrobras to develop critical‑minerals technology and announced a R$140 bn industry fund, boosting Brazil's strategic sectors through 2026.
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about 1 month ago
[BUSINESS] 2 sourcesBrazil advances critical minerals strategy with BNDES‑Petrobras partnership and powershoring pushBNDES and Petrobras ink a partnership to develop Brazil's critical mineral sector, while the CNI proposes a powershoring strategy to align industry with low‑carbon goals, urging policy and financing support.
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about 1 month ago
[BUSINESS] 9 sourcesEU and Brazil deepen partnership on rare‑earth miningThe EU proposes a partnership with Brazil to invest in rare‑earth processing, upgrade Viridis’s pilot plant and create a sustainable, value‑added supply chain for critical minerals.
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about 1 month ago
[BUSINESS] 6 sourcesBrazil eyes rare‑earth boom as global demand surgesBrazil, with the second‑largest rare‑earth reserves, aims to boost production from <1 % to ~10 % of global supply within a two‑year window, needing processing upgrades, financing and policy support.
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about 2 months ago
[BUSINESS] 3 sourcesSt. George Mining raises R$215 million for Brazil’s Araxá rare‑earth projectSt. George Mining secured about R$215 million to advance the Araxá rare‑earth and niobium project in Brazil’s Alto Paranaíba region.
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about 2 months ago
[POLITICS] 2 sourcesBrazil government authorizes 55 new staff for the National Mining AgencyBrazil's Ministry of Management and Innovation approved 55 new hires for the National Mining Agency, contingent on vacancies and budget, amid funding cuts and an expanding role in critical minerals regulation.
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about 2 months ago
[BUSINESS] 3 sourcesBrazil's Rare Earth Permit Surge Highlights Underused Critical Mineral ReservesANM logged 401 rare‑earth permit requests by June 2026, reflecting a rapid surge after 2023, while a study shows Brazil’s vast critical‑mineral reserves remain underexploited, with production lagging behind peers despite rising investment.
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about 2 months ago
[POLITICS] 4 sourcesBrazil's mining regulator faces budget cut amid push for critical mineral policyBrazil’s mining leaders stress the sector’s role in the energy transition while confronting a R$22 million budget freeze that threatens the regulator’s capacity to manage critical‑mineral projects.
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about 2 months ago
[INTERNATIONAL] 2 sourcesUS and EU Race to Secure Brazil's Rare Earth SupplyThe US DFC plans to fund Brazil's critical‑minerals projects while the EU speeds talks after a US firm bought Brazil's only rare‑earth mine, highlighting a tug‑of‑war for supply‑chain security.
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about 2 months ago
[POLITICS] 2 sourcesBrazil pushes critical minerals agenda with new law and green credit programBrazil's new critical minerals law faces regulatory concerns while the Ecoinvest green credit program seeks to fund domestic mineral projects.
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about 2 months ago
[POLITICS] 5 sourcesBrazil's Chamber of Deputies authorizes urgency for dozens of billsBrazil's Chamber fast‑tracked 18 bills across health, labor and culture, gave urgency to a mining law easing small‑scale extraction, and warned that a new critical‑minerals act still lacks supporting infrastr
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about 2 months ago
[BUSINESS] 2 sourcesBrazil sees surge in mining mergers as US and Europe seek critical mineralsM&A in Brazil's mining sector spikes as US and European firms buy rare‑earth assets to reduce China dependence; deals include USA Rare Earth’s $2.8 bn Serra Verde purchase and Rio Tinto’s $6.7 bn Arcadium deal.
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about 2 months ago
[POLITICS] 2 sourcesBrazil's Chamber Approves Urgent Bill to Revise Mining RulesBrazil's Chamber granted urgency to PL 957/24, overhauling the Mining Code to speed permits, broaden small‑scale mining, and shift authority to the ANM, while drawing environmental criticism.
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about 2 months ago
[BUSINESS] 2 sourcesBrazil expands rare‑earth projects with promising leach results and new exploration permitsBrazilian Critical Minerals reports strong leach results at Ema, while Magnum Mining adds 14 exploration permits around its Piracanjuba rare‑earth discovery, expanding landholdings and drilling programs.
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2 months ago
[POLITICS] 5 sourcesBrazil moves to reshape critical minerals policy and mining regulationsBrazil's Senate and Chamber are advancing a national critical minerals policy and mining‑law overhaul to boost domestic processing and redefine mining rules amid global competition for rare earths.
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2 months ago
[BUSINESS] 3 sourcesBrazil opens critical‑minerals sector to foreign investors under sovereignty rulesBrazil's Finance Minister Dario Durigan says foreign investors are welcome in the critical‑minerals sector if they respect sovereignty, as part of the Eco Invest programme to boost domestic value chains.
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2 months ago
[BUSINESS] 5 sourcesBrazil's Eco Invest auction aims to mobilise up to R$50 bn for green innovationBrazil launches its 5th Eco Invest auction, seeking up to R$50 bn to fund green fuels, AI, batteries, and other sustainable tech, aiming to boost resilience amid global energy tensions.
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2 months ago
[POLITICS] 3 sourcesBrazil's Lula announces council and sovereign fund to develop rare‑earth sectorBrazil's Lula creates a presidential council and sovereign fund to industrialise rare‑earths, aiming to keep profits domestic and boost strategic independence.
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3 months ago
[INTERNATIONAL] 66 sourcesBrazil, US pledge deeper economic ties at New York industry forumBrazil and US leaders met in New York to boost trade in rare earths, AI and infrastructure, amid broader uncertainty over US foreign policy.
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3 months ago
[BUSINESS] 3 sourcesBrazilian Rare‑Earth Exploration Advances as Companies Navigate Project StoppagesBrazil's rare‑earth projects move forward despite Belo Sun Mining's stoppages, with Canamera drilling in Rio Grande do Sul.
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3 months ago
[BUSINESS] 5 sourcesBrazil emerges as key supplier of critical minerals as firms chase net‑zero by 2030Brazil’s vast critical‑mineral reserves and new supply‑chain rules make it pivotal for the net‑zero transition, while firms like Dinâmica target 2030 carbon‑ne
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3 months ago
[BUSINESS] 2 sourcesBrazil's auto sector faces Chinese competition and rare‑earth policy debateChina's auto and rare‑earth influence challenges Brazil's industry, prompting policy debates.
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3 months ago
[BUSINESS] 3 sourcesUSA Rare Earth acquires Serra Verde mine in Brazil for $2.8 billionUS Rare Earth buys Serra Verde mine in Brazil for $2.8B to diversify rare earth supply.
Sources
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