Rainbow Rare Earths sets an October 5 investor update as Phalaborwa nears PFS, backed by a new Neo Performance Materials offtake MOU for NdPr and SEG+.
Company Profile
Rainbow Rare Earths
Country
Entity
Public
Ticker
RBW
About Rainbow Rare Earths
Rainbow Rare Earths Limited is a rare earth development company listed on the London Stock Exchange (LSE: RBW), focused on recovering rare earth elements from phosphogypsum stacks, a by-product of phosphoric acid and fertilizer production. Its flagship Phalaborwa project in South Africa hosts a JORC-compliant resource of about 35 million metric tons at 0.44% total rare earth oxides contained in two unconsolidated gypsum stacks derived from historic carbonatite phosphate mining. The earlier-stage Uberaba project in Brazil targets a larger phosphogypsum stack with potentially higher neodymium-praseodymium content. Rainbow’s hydrometallurgical process is designed to produce separated rare earth oxides on site, focused on the magnet rare earths neodymium, praseodymium, dysprosium and terbium used in electric vehicle motors and wind turbines. The company has operated a pilot plant producing mixed rare earth sulfate in South Africa and positions itself as a strategic, low-cost, environmentally favorable source of rare earths for Western magnet supply chains.
Registered office and headquarters: St Peter Port, Guernsey (a Crown Dependency, not part of the United Kingdom); London hosts a UK representative office.
Investor Snapshot
Operations & Materials
Corporate Structure
Recent Articles
Western rare-earth deals now bundle price floors, take-or-pay offtake, and government financing to make new supply bankable. Here's how the model is evolving.
Western rare earth capital is moving downstream, but Dy/Tb separation, metallization, and qualified magnets remain critical bottlenecks ahead of January
Neo Performance Materials signs MOU for 40% of Phalaborwa NdPr and 65% of SEG+ output, advancing a non-Chinese rare earth supply chain into Europe.
REEx analyzes Hallgarten's skeptical rare-earth report, separating genuine chokepoint assets like Lynas and Neo from overpromoted juniors using a
:
U.S.-backed Phalaborwa rare earths project in South Africa signals geopolitical shift, but lacks midstream processing to break China's control.
Rainbow Rare Earths raises £11.1M for phosphogypsum extraction projects, targeting 2029-30 production outside China's supply chain dominance.
Brazil explores phosphogypsum rare earths extraction from fertilizer waste, but without separation capacity, value still flows to China.
Rainbow Rare Earths & Mosaic announce Uberaba project to extract rare earths from phosphogypsum waste, targeting 1,971 tonnes NdPr oxide by 2030.
2026 rare earth supply chain update: MP Materials, Lynas, & Western producers advance magnet manufacturing amid government backing & strategic shifts.
Yttrium prices surged 4,400% in 2025 following China's export curbs, exposing critical supply vulnerabilities in aerospace, defense, and semiconductors.
Ex-China rare earth supply chain shifts from strategy to reality with new refineries, recycling hubs, and government-backed projects across North America, Euro…
Global rare earth supply chain shifts as India invests $816M, MP Materials partners with Saudi Arabia, and China maintains pricing power over critical minerals.
Rainbow Rare Earths updates Phalaborwa resource to include yttrium in SEG+ product. $611M NPV10 project targets 2028 production with 75% EBITDA margins.
Lindian Resources advances Kangankunde rare earth project in Malawi—a Top 10 Tier-1 asset with 260Mt at 2.2% REO, critical for EV and wind markets.
October 13-17, 2025 saw major rare earth financing deals totaling $83M+ across US, Greenland, accelerating the ex-China supply chain build-out.
Africa's mineral landscape: 30% global reserves, strategic potential for value chain advancement in critical minerals processing and manufacturing.
Altona Rare Earths advances multi-commodity critical mineral projects in Africa, targeting rare earths, fluorspar, gallium, and copper-silver resources.
Rainbow Rare Earths achieves major technical breakthrough with 65% cerium rejection, improving project economics and rare earth product quality at Phalaborwa.
Rainbow Rare Earths transforms phosphogypsum waste into high-grade rare earth concentrates using innovative continuous ion exchange technology.
Africa emerges as a critical rare earth minerals hub, with eight major projects set to supply 9-10% of global demand by 2029, challenging China's dominance.
Explore the complex world of rare earth contracts, from mining to magnets, and how strategic partnerships are reshaping the global supply chain outside China.
Rainbow Rare Earths explores Phalaborwa's geopolitical potential, transforming phosphogypsum waste into strategic rare earth minerals for global markets.
Discover the hidden world of rare earth traders who navigate complex global supply chains, connecting mines to manufacturers and reshaping critical mineral mar…
Western nations are rapidly diversifying permanent magnet supply chains, challenging China's 90% market dominance through strategic investments and government-…
China's export controls on heavy rare earths expose critical vulnerabilities in Western defense supply chains, sparking urgent efforts to develop alternative H…
NdPr oxide is a critical rare earth material powering electric vehicles, wind turbines, and defense technologies amid global supply chain challenges.
Innovative startups like Ucore, REEtec, and Phoenix Tailings are revolutionizing REE refining technology with sustainable, environmentally friendly processes.
Rainbow Rare Earths launches pioneering rare earth recovery project in Limpopo, South Africa, targeting 1,850t of magnet rare earths annually by 2027.
Explore investments by major firms and governments in rare earth minerals, focusing on sustainable supply chains and reducing reliance on China.
Discover how Rainbow Rare Earths is pioneering rare earth mining in South Africa, backed by U.S. funding, amid global supply chain diversification.