We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners?

Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to watch plus the big themes.

Companies mentioned: PNR, VAU, RMS, EMR, PMT, WTM, SMI, BTR, MM8, RXL, TCG, JMS, OBM, CMM, GMD, GNG

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TIMESTAMPS

(00:00 ) Introduction

(00:37 ) Aussie rare earth price floor to come?

(11:24 ) Diggers highlights

(13:24 ) Pantoro

(15:55 ) Vault

(17:27 ) Ramelius

(22:02 ) Emerald

(24:40 ) Patriot

(25:05 ) Waratah

(26:01 ) Santana

(27:31 ) Brightstar

(27:58 ) Medallion

(29:53 ) Rox

(31:43 ) Turaco

(32:37 ) Jupiter

(35:54 ) Big theme: bigger mills

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