Brazil targets bigger role in critical minerals rush

Mining

Sep 07

Brazil is courting the foreign capital needed to develop its vast critical mineral resources while pushing to keep more processing and industrial value at home — and moving to give the government new ...

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBrazil targets bigger role in critical minerals rush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-07 04:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.mining.com/brazil-targets-bigger-role-in-critical-minerals-rush/><strong>Mining</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brazil is courting the foreign capital needed to develop its vast critical mineral resources while pushing to keep more processing and industrial value at home — and moving to give the government new ...</p>\n\n<a href=\"https://www.mining.com/brazil-targets-bigger-role-in-critical-minerals-rush/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZSB","symbol_name":"USCF SUSTAINABLE BATTERY METALS STRATEGY FUND","start_time":0,"source_url":"https://www.mining.com/brazil-targets-bigger-role-in-critical-minerals-rush/","article_id":"2665317830","we_media_id":null,"thumbnails":["https://www.mining.com/wp-content/uploads/2026/09/vale-sossego-mining-complex-brazil.png"],"rights":{"source":"mining_highlight","url":"https://www.mining.com/brazil-targets-bigger-role-in-critical-minerals-rush/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2665317830","pubTimestamp":1788724800,"columns":[],"sourceInfo":{"source_id":"mining_highlight","name":"MINING.COM"},"weMediaInfo":null,"summary":"Brazil is courting global mining capital while seeking greater control over strategic assets and more…","collect":0,"end_time":0,"defaultTopTitle":"mining.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ZSB":"USCF SUSTAINABLE BATTERY METALS STRATEGY FUND","AKAF":"THE FRONTIER ECONOMIC FUND","MVPS":"Amplify Thematic All-Stars ETF","REMX":"VanEck Rare Earth and Strategic Metals ETF","IBAT":"IShares Energy Storage & Materials ETF","EART":"Global X Rare Earth & Critical Materials ETF","CTEC":"Global X CleanTech ETF","WDIG":"WisdomTree Efficient Rare Earth Plus Strategic Metals Fund","PWER":"Nomura Energy Transition ETF","TURF":"T. 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The bill, which now goes to President Luiz Inácio Lula da Silva for final approval, creates a council linked to the presidency that could scrutinize changes in corporate control of companies holding rights to minerals deemed critical or strategic.\nThe mechanism could also reach significant foreign influence in such companies and international supply agreements that may affect Brazil’s economic or geopolitical security. \nIt also allows rules tying exports to technical requirements or value-addition commitments and requiring companies to disclose information including destination, final beneficiary and degree of processing.\nExactly which transactions will fall under the rules, and how the screening will work in practice, will depend heavily on regulations to be issued by the government after the law takes effect.\nThe debate is not theoretical.\nUS-based USA Rare Earth (Nasdaq: USAR) agreed in April to acquire Serra Verde, Brazil’s only large-scale rare earth producer, for about $2.8 billion. The Pela Ema operation in Goiás state produces all four magnetic rare earths — neodymium, praseodymium, dysprosium and terbium — and the buyer has framed the deal as part of its plan to build an integrated mine-to-magnet supply chain outside China.\nThe deal has also drawn concern inside Brazil’s government because Serra Verde’s 15-year offtake commits its first-stage output of mixed rare earth carbonate abroad, while Brasília wants the country to develop domestic capacity to separate individual rare earth oxides. \n\n\n\n\nWith data from:  Advancing Latin America’s Critical Minerals Potential, August 2026.\nAt the time the transaction was agreed, however, the government lacked the specific investment-screening mechanism now contemplated by the critical minerals bill.\n“The goal is precisely to transform the country’s mineral potential into economic, technological and industrial development, expanding Brazil’s participation in the higher value-added stages of global chains without giving up its sovereignty,” the Brazilian Ministry of Mines and Energy said in written responses to MINING.COM.\nThe Brazilian Mining Institute, known as IBRAM, said countries and economic blocs have increasingly approached Brazil as governments seek to secure supplies of critical minerals amid the energy transition and the reshaping of global supply chains.\n“We have seen approaches from the United States, European Union, United Kingdom, China and other partners, involving not only mineral supply but also investment, technology and the development of production chains,” IBRAM said in written responses to MINING.COM.\n“The challenge now is to create the conditions for this international interest to translate into investment and greater value addition in the country.”\nWestern supply chain\nThe geopolitical shift is particularly visible in rare earths, where Western-listed companies are behind several of Brazil’s most closely watched projects under development.\nAustralian-listed Viridis Mining and Minerals (ASX: VMM) is advancing the Colossus ionic-adsorption clay project in Minas Gerais state, while fellow Australian companies Meteoric Resources (ASX: MEI) and St George Mining (ASX: SGQ) are developing the Caldeira and Araxá projects, respectively.\nDevelopers increasingly present those projects not simply as new sources of rare earths, but as potential suppliers to Western industrial chains seeking alternatives to China, which dominates global processing and magnet production.\n“We are facing an international race to develop a more diversified rare earth supply chain that is less dependent on China,” Klaus Petersen, Viridis’ country manager in Brazil, told MINING.COM.\n\nEU courts Brazil as strategic partner in global race for critical minerals\n\n“In this scenario, reaching production in the coming years is fundamental for Brazil to transform its geological advantage into an industrial and commercial advantage.”\nViridis plans to start commercial production of mixed rare earth carbonate, or MREC, from Colossus in 2028. Petersen said a proposed partnership with Belgian chemicals group Solvay could connect Brazilian production with separation capacity and downstream customers, including companies involved in metal and magnet production.\nThe company is also working with Ionic Rare Earths on a demonstration plant in Poços de Caldas, Minas Gerais, to recycle magnets and produce rare earth oxides, another attempt to build links beyond the mine itself.\nIncentives and controls\nBrazil’s new critical minerals policy pairs the greater government oversight with incentives intended to bring investment into the sector.\nThe bill includes a 2-billion-real ($383-million) mineral guarantee fund and a program offering as much as 5 billion reais ($958 million) in tax credits over five years to support processing and transformation projects.\nThe government has also pointed to tax-incentivized bonds and financing from state development bank BNDES and innovation agency Finep as tools already available for mineral projects.\n“For the Brazilian state, the National Policy for Critical and Strategic Minerals will make it possible to establish the guidelines needed to foster research, mining and transformation of critical and strategic minerals in a sustainable way,” lawmaker Zé Silva, who authored the proposal, wrote in its justification.\nBut the balance between attracting capital and increasing state oversight is likely to be tested as the government writes the regulations that will determine the reach of the new council.\nIBRAM said its main demand remains a long-term policy capable of making mineral processing and industrialization competitive in Brazil, with predictable rules, adequate incentives, research and development and a skilled workforce.\n\nVale shelves base metals IPO amid Brazil pushback: report\n\n“Brazil has all the attributes to advance industrialization associated with critical minerals,” the group said. “But realizing this potential requires predictability, competitiveness and structural actions that allow the country to capture a larger share of the value generated by these chains.”\nThe debate over how far the state should go has already extended beyond the new policy. \nSeparate proposals in Congress this year sought to create a state-controlled company known as Terrabras to operate in rare earths and other critical minerals, drawing criticism from IBRAM, which argued the government should focus on regulation and creating investment conditions rather than competing directly with private miners.\nThe legislation approved by Congress stops short of creating such a company. Instead, it gives the government a potentially powerful role in determining which projects receive support and in scrutinizing sensitive transactions involving strategic mineral assets.\nForeign miners, governments and industrial groups are already positioning themselves around Brazil’s deposits. \nThe next test is whether Brasília can use that interest to accelerate investment without deterring the capital it needs, while ensuring that more of the processing, technology and industrial value remains in Brazil.\n* Gabriel Garcia is a journalist at CNN Brazil, based in Brasília, covering mining, infrastructure and economic policy. He specializes in critical minerals, mining regulation and the geopolitics of global supply chains.\n\nLatin America has been at the centre of a growing global power struggle this year, as governments and investors focus on who controls critical minerals and the supply chains behind them.If the region matters to you, don’t miss MINING.COM’s regional series tracking the geopolitical forces reshaping it and why markets are increasingly driven by global alliances as much as local politics.\nOther countries in the series:\n\nArgentina\nBolivia\nColombia\nChile\nVenezuela","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}