『Brazil's Supreme Court Challenge, Luanshya's 20-Year Comeback, and the US-Brazil Minerals Deal in Trouble』のカバーアート

Brazil's Supreme Court Challenge, Luanshya's 20-Year Comeback, and the US-Brazil Minerals Deal in Trouble

Brazil's Supreme Court Challenge, Luanshya's 20-Year Comeback, and the US-Brazil Minerals Deal in Trouble

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Brazil's Rede Sustentabilidade party petitioned the country's Supreme Court on April 25 to suspend the $2.8 billion acquisition of Serra Verde Group by USA Rare Earth Inc. (NASDAQ: USAR). The party argued Brazilian legislation lacks constitutional safeguards over strategic mineral assets. Serra Verde's Pela Ema operation in Goiás produces ~100 metric tons of rare earth oxides/year, targeting 6,400 tonnes/year by end-2027. Deal structure: $300M cash + 126.9M new shares, backed by $565M DFC facility and 15-year offtake with price floors (NdPr $110/kg, Dy $575/kg, Tb $2,050/kg). Close expected Q3 2026 — now subject to court review. Zambia's Ministry of Mines confirmed Luanshya Copper Mine will restart its upper section in August 2026, ending 20+ years of inactivity. CNMC (80% stake) has committed $710M to redevelopment — new shaft systems, concentrator plant, infrastructure. 87.9 million cubic metres of water evacuated as of late March; 580ML pump chamber commissioned March 31. Lower section (28 Shaft) online in 2029. Full production: 100,000 tpa copper by 2030. Current employment: 883 contractors, rising to 3,000 at peak. Brazil's national critical minerals framework remains stalled in Congress (13 bills pending). Lula administration missed its own policy deadline. Industry Minister Marcio Elias Rosa rejected the TerraBras state entity proposal: "There is no need whatsoever to create a state-owned company to carry out the exploration or processing of critical minerals." US-Brazil diplomatic friction growing — missed engagements, trade tensions — ahead of Brazil's October presidential election. Sources: Mining.com, Mining Technology, Ecofin Agency | Host: Logan Ore | The Mining Insider
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