Geomechanics.io

  • Free Tools
Sign UpLog In
Built byBoxcut Studio

Geomechanics.io

Geomechanics, Streamlined.

© 2026 Geomechanics.io. All rights reserved.

Geomechanics.io

CMRR-ioGEODB-ioHYDROGEO-ioQCDB-ioFree Tools & CalculatorsBlogLatest Industry News

Industries

MiningConstructionTunnelling

Company

Terms of UsePrivacy PolicyLinkedIn
    Projects

    USA Rare Earth–Serra Verde $2.8B deal: supply and risk notes for mine planners

    May 13, 2026|

    Reviewed by Tom Sullivan

    USA Rare Earth–Serra Verde $2.8B deal: supply and risk notes for mine planners

    First reported on MINING.com

    30 Second Briefing

    Brazil’s antitrust authority Cade has opened a competition probe into USA Rare Earth’s proposed $2.8 billion acquisition of Serra Verde Group, operator of the Pela Ema rare earth mine and processing plant in Goiás, including a 15‑year US offtake agreement for neodymium, praseodymium, dysprosium and terbium. The review will determine whether the deal is a notifiable “concentration act” and could lead to approval, conditions or a full administrative case. Serra Verde, backed by a recent $565 million DFC funding package, expects Pela Ema to supply about half of ex‑China heavy rare earth output by 2027.

    Technical Brief

    • Cade’s proceeding will assess whether the transaction qualifies as a “concentration act” under Brazilian competition law.
    • Serra Verde’s Pela Ema operation only began commercial production around two years ago, so ramp-up risk remains.
    • A $565 million DFC funding package is earmarked for operational upgrades at Pela Ema’s mine and processing plant.
    • Serra Verde is currently Brazil’s only producing rare earth mine, located in Goiás state.
    • The mine is one of few operations globally capable of mass heavy rare earth production outside China.
    • USA Rare Earth’s market capitalisation is about $5.5 billion; its share price dropped ~5% on the Cade news.
    • Brazil holds the world’s second-largest rare earth reserves, making regulatory outcomes here a bellwether for similar critical mineral deals.

    Our Take

    In our database of 1178 Mining stories, Serra Verde and USA Rare Earth recur across multiple critical minerals items, signalling that this $2.8 billion move is part of a broader, pre-planned build‑out of a non‑Chinese rare earths chain rather than a stand‑alone acquisition.

    Geotechnical Software for Modern Teams

    Centralise site data, logs, and lab results with GEODB-io, CMRR-io, and HYDROGEO-io.

    No credit card required.

    • Save and export unlimited calculations
    • Advanced data visualisation
    • Generate professional PDF reports
    • Cloud storage for all your projects

    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

    Related Articles

    Expander pivot pins: reducing long-term maintenance costs for mine fleets
    Mining
    about 8 hours ago

    Expander pivot pins: reducing long-term maintenance costs for mine fleets

    Hidden costs from traditional pivot pin maintenance on haul trucks, forestry harvesters and excavators are driving interest in Expander System’s oversized pivot pins with tapered sleeves, according to Nord-Lock Group head of sales Robin Persson. The retrofit design allows installation in worn pivot eyes without line boring or welding, using conical sleeves to create full-surface contact and reduce clearance growth. For mine maintenance teams, this can cut repeated pin replacement shutdowns and lower life-cycle costs on high-load joints such as dump body hinges, loader booms and articulation points.

    Canadian Chrome Company First Nations committee: M&A risk notes for project teams
    Mining
    about 8 hours ago

    Canadian Chrome Company First Nations committee: M&A risk notes for project teams

    Canadian Chrome Company has formed a three-person First Nations steering committee, including former Attawapiskat Chief Theresa Okimaw-Hall and former Marten Falls Chief Lawrence Baxter, to advise on its Ring of Fire chromite, nickel, copper and platinum assets in Ontario’s James Bay Lowlands. The committee will provide Indigenous perspectives to prospective buyers or partners ahead of any sale or merger involving CCC’s 90% interest in the Koper Lake project and 30% in the Big Daddy project. Both projects remain at pre‑PFS stage, with no new economic analysis disclosed.

    Boron One Serbia PEA update: economics and design notes for mine planners
    Mining
    about 8 hours ago

    Boron One Serbia PEA update: economics and design notes for mine planners

    Boron One’s updated PEA for the Piskanja underground boron project in southern Serbia lifts the after-tax IRR to 89% and NPV (10% discount) to US$558.8 million, with unchanged initial capex of US$79.9 million and a sub‑one‑year payback, but shortens mine life to 13 years and trims average annual EBITDA to US$87.7 million. The plan now targets average yearly output of 157,600 tonnes of colemanite, 83,800 tonnes of ulexite and 25,000 tonnes of boric acid, at all‑in sustaining costs of US$231.44 per tonne. The revised study incorporates new geotechnical testing, a 3D resource model by borate type and a binding offtake for at least 25,000 tonnes of boron products per year, subject to permitting and plant qualification.

    Related Industries & Products

    Mining

    Geotechnical software solutions for mining operations including CMRR analysis, hydrogeological testing, and data management.

    CMRR-io

    Streamline coal mine roof stability assessments with our cloud-based CMRR software featuring automated calculations, multi-scenario analysis, and collaborative workflows.

    HYDROGEO-io

    Comprehensive hydrogeological testing platform for managing, analysing, and reporting on packer tests, lugeon values, and hydraulic conductivity assessments.

    GEODB-io

    Centralised geotechnical data management solution for storing, accessing, and analysing all your site investigation and material testing data.

    AllGeotechnicalInfrastructureHazardsEnvironmental