[SMM Rare Earth Overseas Express] U.S. aviation semiconductor suppliers face rare earth shortage dilemma.

[SMM Rare Earth Weekly Review: Rare Earth Prices Rose Across the Board After the Holiday, Market Trading Showed Signs of Recovery] The supply of Pr-Nd oxide remained tight, and most industry participants held optimistic expectations for the future market. Although post-holiday procurement activity did not show significant improvement, suppliers maintained relatively high quotations. As of today, the price of Pr-Nd oxide was further raised to 885,000-890,000 yuan/mt.

Brazil Rare Earths (BRE) has intersected ore bodies with total rare earth oxide (TREO) grades as high as 35.3% during step-out drilling at the Alto Hill deposit in the Rocha Project. At a depth of 115 meters, a 28-meter intersection graded 19.4%. Key elements included praseodymium-neodymium oxide at 5.96% and heavy rare earth dysprosium-terbium oxide at 0.305%, accompanied by high-value minerals such as niobium (1.7%) and scandium. Drilling has extended the ore body along strike to 1.2 kilometers and identified parallel ore bodies, indicating the area is becoming a world-class rare earth cluster. The company holds an inferred resource of 25.2 million mt (TREO grade 1%). Its low-temperature acid treatment process achieves a rare earth recovery rate of 97%.

Shenghe Resources (600392.SH) disclosed on the investor interaction platform that its majority-owned subsidiary Peak's Ngualla rare earth mine project in Tanzania has proven rare earth reserves of 18.5 million mt, with an average grade of 4.8%, translating to an REO content of 887,000 mt.