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St George, REalloys extend Araxá rare earth alliance

1/22/2026, 8:02:34 PM | United States | South America

Mining

St George and REalloys extended their MoU to one year to advance metallurgical testing and pursue a possible 40% offtake for Araxá rare earths.

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 the Araxá rare earths project in Brazil.

The parties will focus on metallurgical testwork and development of a processing flowsheet to support a potential definitive offtake agreement. St George says any long‑term deal with REalloys could cover up to 40% of Araxá’s rare earth output, creating a pathway into the rapidly developing US critical minerals and downstream magnet market.

REalloys is building a vertically integrated mine‑to‑magnet platform aimed at North American supply‑chain independence and supplies high‑performance magnet materials to US government agencies and defence‑relevant sectors. St George is engaging with US government representatives as it seeks potential commercial arrangements to support project development.

Araxá is a carbonatite‑hosted hard‑rock deposit comparable in style to Mt Weld and Mountain Pass, with reported resources including 41.2Mt at 0.68% Nb2O5 and 40.6Mt at 4.13% total rare earth oxides. A resource upgrade is expected later this quarter, while ongoing metallurgical work will inform downstream processing and potential offtake terms.

Recent Developments

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.

2/3/2026

St George Mining Advances Araxá Amid Volatile Trading

St George Mining (ASX:SGQ) reports strong drilling results at Araxá project in Brazil, boosting niobium and rare earth potential, though share price shows recent declines and high volatility. Positive market sentiment driven by US partnerships, with analysts noting Hold ratings.

1/28/2026

St George deepens US ties for Araxá critical minerals

St George hired a Washington adviser to advance its Araxá rare earths–niobium project amid growing US support for Western Hemisphere supply chains.

1/28/2026

St George Taps US Advisor to Boost Araxá Rare Earths

St George hired a US advisor to accelerate funding, partnerships and development of its high-grade Araxá rare earths project amid growing US-Brazil critical minerals interest.

1/27/2026

St George Mining Advances Araxá with High-Grade Discoveries

St George Mining (ASX:SGQ) has reported exceptional drilling results at its Araxá project in Brazil, driving share price gains amid positive market sentiment and analyst optimism for resource upgrades.

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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)