SMM Flash: Rare Earth Magnets Concept Surges on Export Control Measures, Tianhe Magnetic Materials Soars

【SMM Tantalum & Niobium Flash News】 Kazera Global, a company listed on London's AIM market, has disclosed that its Aftan tantalum-lithium project in Namibia has attracted massive cross-border capital investment and acquisition intentions. Leveraging the local sound and transparent mineral traceability system, minerals from this mining area can obtain conflict-free certification, giving it a strong compliance advantage over mining areas in Central Africa. 13 ore-bearing pegmatite veins have been proven in the mining area, boasting sufficient exploration potential, while water-saving dry separation technology can be adopted to control costs. Currently, global demand for tantalum metal continues to rise, with enterprises across the entire industrial chain entering the bidding competition one after another. Multiple institutions have submitted acquisition proposals, and the company is selecting the optimal cooperation plan to maximize shareowner returns.

[SMM Tantalum-Niobium News] In July 2026, the Penouta mine in Galicia, Spain, completed the final approval and officially revitalized production, becoming the only primary tantalum-niobium supply base in the European Union. The mine was previously shut down due to operator bankruptcy, and Australian ETM company acquired the mining rights for 5.20 million euros and received a capital increase of tens of millions of Australian dollars. The mine area is equipped with mature infrastructure and a complete beneficiation production line, which is in line with the core goal of reducing dependence and building a local industrial chain under the European Union's key raw material law. The company has finalized its operational plan and is expected to achieve monetization of tantalum, niobium, and tin concentrates in 2027.

【SMM Tantalum & Niobium Flash News】Skyline Construction has entered into a merger agreement with Kove Kazakhstan Capital to form a NASDAQ-listed enterprise, Hasa Resources, which will focus on the development of strategic minerals including tungsten, tantalum, niobium and rare earths in Kazakhstan. Its core asset, the North Katpar Tungsten Mine, boasts huge reserves with high-quality associated tantalum and niobium resources, and it has jointly developed multiple mineral projects with Kazakhstan's state-owned mining group. The project has secured a total of USD 1.6 billion in financing from two major US Financial Institutions, and the new company plans to list between late 2026 and early 2027, primarily serving the mineral supply chains of the US military industry and high-end manufacturing sectors.