RE: Share Price21 Mar 2026 10:48
Ivan Murphy, executive chair, Harena Rare Earths: I think that from a retail or institutional investor, whatever kind of investor, if you’ve been following the mining space, even if you’ve been in gold for 20 months, you’ve done three times your money, I don’t know whatever the number is.
We’ve seen some recycling happening out of gold into critical metals. The critical metal story is so different to that, it’s not driven by that same sentiment, and I think it’s going to be a longer cycle and a bigger cycle in critical minerals. That’s not just rare, it’s graphite and other elements too.
So, we think that that has really not gone anywhere near where it’s going to go. The US and other Western buyers of rare earths and critical minerals, they’re not price sensitive so much as they are supply sensitive. Can you deliver it? Can it work? And if so, we’ll help you. This is a brilliant strategy of President Trump where they’re making these investments in critical mineral projects, a couple in Africa already, a couple in Brazil, and it’s smart.
I think we could be doing that in the UK. I think the Europeans could be doing the same because then you’re inside the project and you’re helping and you’re contributing to moving it forward. And then, of course, you’re putting yourself in a good place for offtake and agreements on the actual product when it comes.
So, we’re sitting right there in that space. We think it’s just going to be a brilliant, brilliant space for investing for maybe the next five to six years, as much as that.
https://www.ii.co.uk/analysis-commentary/mining-insights-global-trends-critical-metals-ii538475?utm_source=sfmc&utm_medium=email&utm_campaign=WeekendNewsletterCanviOneCol&utm_id=360419&sfmc_id=4609723
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