Wire · operational-macro
To succeed in rare-earths mining, support the whole supply chain
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Fusion42 · 29 September 2026 · Fusion42 review
Australia’s emerging rare-earth mining projects aim to start production between 2027 and 2030, but government support must extend beyond mining to include downstream processing, manufacturing demand, and binding offtake agreements for a commercially viable supply chain. Current challenges include limited processing capacity outside China, cost disadvantages, and geopolitical risks impacting global supply chains.
This Wire brief sits within Fusion42's coverage of Industrial.
◆ ◆ The Wire takeaway
You must align mining projects with guaranteed processing and customer contracts to avoid stranded assets. Governments will fund only if your project plugs clear gaps beyond mining - securing downstream deals is now a make-or-break step.
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1 source · 29 Sep 2026
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