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St George extends REalloys MoU, targets US magnet offtake

MiningJan 22, 2026

United States | South America

St George Mining has extended its memorandum of understanding with US magnet producer REalloys from 120 days to a one-year term to advance commercialisation of rare earth products from the Araxá project in Brazil.

The firms will prioritise metallurgical testing and development of a processing flowsheet to inform a potential definitive offtake agreement. St George expects any agreement could cover up to 40% of Araxá's rare earth output, providing a pathway into the US critical minerals and downstream magnet market.

REalloys is building a vertically integrated mine-to-magnet platform aimed at North American supply-chain independence, producing high-performance magnet materials for US government and industrial customers. St George has engaged with US government representatives as it seeks commercial arrangements supportive of Araxá’s development.

Araxá hosts a large carbonatite rare earth and niobium resource, reported at 41.2Mt at 0.68% Nb2O5 and 40.6Mt at 4.13% total rare earth oxides, and is compared to major hard-rock deposits such as Mt Weld and Mountain Pass. A resource upgrade is expected later this quarter, which St George says will further enhance Araxá’s world-class standing.

Recent Developments

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3/24/2026

St George Mining Surges as Index Inclusion and Rare Earths Progress Drive Investor Interest

St George Mining (SGQ) has experienced significant price volatility recently amid multiple positive developments including index inclusion and operational progress at its Araxa rare earths and niobium project. The company's stock has declined 4.35% to face recent selling pressure, with analyst sentiment turning cautious despite strategic advances and new share issuance to fund development.

3/18/2026

St George Mining's Araxá Resource Surge Drives Rally Amid Rare Earths Momentum

St George Mining (ASX:SGQ) has delivered substantial resource upgrades at its Araxá project in Brazil, expanding rare earth oxide reserves to 70 million tonnes and niobium to 95 million tonnes. Despite a sell rating from analysts, the company's strategic partnerships and ongoing drill success have shifted market sentiment positively, with recent developments highlighting significant production potential.

2/10/2026

St George Mining's Araxá Drilling Fuels Share Surge

St George Mining (ASX:SGQ) shares have experienced heightened volatility amid stellar drilling results from the Araxá rare earths and niobium project in Brazil, boosting trading volumes and drawing bullish analyst attention despite recent pullbacks.

St George Mining

SGQ
St George Mining Limited (ASX:SGQ) is a West Perth-based exploration company targeting critical minerals like niobium, rare earths, lithium, nickel, and copper. Key assets include the Araxá Project in Brazil—acquired in 2025 with a maiden resource of 41.2 Mt at 0.68% Nb2O5 and 40.6 Mt at 4.13% TREO—and Western Australia's Mt Alexander project.
Australian Securities Exchange (ASX)