Summary
The Tanbreez project in southern Greenland, helmed by Critical Metals Corp., has advanced toward early production stages following preliminary financing interest from the U.S. Export–Import Bank. The asset is positioned to help the U.S. reduce dependency on China's rare earth supply chain.
Key Points
• In June 2025, the U.S. Export–Import Bank expressed intent to provide up to $120 million in nondilutive financing to advance the Tanbreez rare earth project. UPI+15CSIS+15criticalmetalscorp.com+15
• Tanbreez is projected to deliver up to 85,000 metric tons of rare earth concentrate annually, with production anticipated to start around 2026. Reuters
• Rare earths at Tanbreez are key to high‑tech and defense applications such as neodymium, praseodymium, dysprosium and terbium. Benchmark Source+9CSIS+9Reuters+9
Why It Matters
• U.S. financing of a non‑China rare earth source signals a strategic pivot in sourcing high‑value minerals.
• Tanbreez could become part of a national supply chain for critical magnet metals, reducing exposure to export bans.
• A successful financing and development push would encourage other investors to support geopolitically secure mineral projects.
Watchlist Companies
• Critical Metals Corp. – Project owner seeking further equity and strategic investment to meet funding thresholds. The Wall Street Journal+1New York Post+1african-miningweek.com+2Reuters+2The Times+2criticalmetalscorp.com+1Reuters+1
• MP Materials – Benefiting from heavy investment and recently selected by the U.S. Department of Defense as its largest shareholder. Their new magnet facility complements the Tanbreez strategy. en.wikipedia.org+9Financial Times+9en.wikipedia.org+9
Critical Minerals Spotlight
Neodymium / Praseodymium – High-strength magnets for EV motors and wind turbines
Dysprosium / Terbium – Critical components for defense, renewable energy, and industrial technologies
Action Points
• Monitor official U.S. EXIM funding confirmations and critical metals project milestones.
• Watch for strategic investor participation and partnerships with processing firms (e.g., Lockheed Martin discussions).
• Track policy moves tied to the Critical Raw Materials Act, National Defense authorizations, and rare earth procurement mandates.
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Informational purposes only and is not financial or legal advice. Information is believed accurate but not guaranteed.