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30 Second Briefing

The US is negotiating a rare earths partnership with Brazil, targeting Brazil’s largely untapped deposits, which are estimated to be the world’s second-largest and only 30% geologically mapped in detail. Talks involve US and Brazilian officials, Ibram, and financial institutions, building on about $465 million in US-backed financing for Serra Verde, currently Brazil’s only producing rare earth mine, and early-stage plans by Canada’s Aclara Resources. Engineers should watch for new greenfield and brownfield projects as Brasília’s National Mining Policy Council pushes critical minerals while Europe pursues competing offtake and investment deals.

Technical Brief

About $465 million in US-backed financing is already committed to Serra Verde’s rare earth expansion.

Serra Verde is currently Brazil’s sole producing rare earth mine, making it the immediate brownfield focus.

Only ~30% of Brazil’s landmass has detailed mineralogical mapping, constraining reserve definition and project targeting.

Bureaucratic permitting and historic underinvestment are cited as key causes of delayed Brazilian mineral project development.

US diplomatic engagement includes meetings between ambassador Gabriel Escobar and Ibram on rare earth supply options.

Our Take

Rare earths and critical minerals pieces in our database increasingly feature Brazil alongside Australia and Canada, so US engagement here signals that Brasília is moving from a ‘potential’ to an active node in non?Chinese supply strategies.

With only about 30% of Brazil’s territory thoroughly mapped, the Geological Survey of Brazil and Ibram face a classic sequencing challenge: whether to prioritise detailed rare earths work in known provinces or fund broader baseline mapping that could open entirely new critical mineral belts.

The presence of operators like Serra Verde and Aclara Resources in Brazil’s rare earths space suggests that any US–Brazil framework later this decade is likely to lean heavily on junior and mid?tier developers rather than established majors, affecting how offtake security and ESG standards are structured.

• [Editor:Alakay]