Over 50 traders control billions in critical mineral flows with no public exchange. REEx reveals who shapes supply, pricing, and project finance behind
Company Profile
Traxys North America LLC
Overview
About Traxys North America LLC
Traxys North America LLC is the U.S. subsidiary of the Traxys group, a physical commodity trader and merchant in metals and natural resources that is headquartered in Luxembourg. A Delaware limited liability company, it has its headquarters at 299 Park Avenue in New York and a second office in Stamford, Connecticut. In February 2026 Traxys North America announced a strategic partnership with Phoenix Tailings, under which it will partner with Phoenix on global feedstock sourcing and downstream metal sales, and said it had invested in Phoenix’s financing round. In May 2026 Traxys North America signed a binding offtake term sheet with Arafura Rare Earths for 500 tpa of NdPr oxide and 7.5 tpa of DyTb oxide from the Nolans Project in Australia, subject to conditions precedent including long-form documentation and a final investment decision on Nolans. The term sheet is separate from Traxys Europe’s March 2025 offtake agreement with Arafura.
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Recent Articles
Arafura reached FID with A$723M in cash and five offtake deals, yet trades near a 52-week low—here's why execution risk and pricing uncertainty dominate.
In H1 2026, major traders like Traxys, Mercuria, and Sojitz reshaped rare earth supply chains through offtakes, reserves, and state-backed deals amid
Ex-China rare earth prices tell a far more volatile story than China's domestic benchmarks, revealing a fragmented, opaque strategic market the West must build.
Phoenix Tailings' $500M federal commitment for its Freedom Facility signals real rare earth progress, but separation tech and feedstock supply remain key
Project Vault is a $10B EXIM-backed critical minerals reserve designed to buffer supply shocks, but critics warn it skips the midstream bottlenecks that
Arafura Nolans Project wins FID approval, marking Australia's first integrated ore-to-oxide rare earth operation with 4,440 tonnes NdPr annually.
Trump-Xi Beijing talks yielded ambiguous rare earth promises while China rare earth export controls and DFARS 2027 deadline loom.
Project Vault's $12B strategic minerals reserve may still depend on China-linked supply chains despite claims of independence.
/>Arafura Rare Earths secures binding offtake with Traxys for NdPr oxide from Nolans Project, strengthening Western supply chain credibility.
Uzbekistan critical minerals strategy advances as TMK partners with Traxys to build ex-China supply chains for rare earths and specialty metals.
Rainbow Rare Earths raises £11.1M for phosphogypsum extraction projects, targeting 2029-30 production outside China's supply chain dominance.
Marula Mining secures Kinusi Copper Mine offtake agreement with Traxys through 2029, delivering 24,000 tpa copper to global markets from Tanzania.
Japanese trading houses like Sojitz are quietly orchestrating rare earth supply chains, becoming indispensable power brokers in the global shift.
Traxys partners with Phoenix Tailings to strengthen U.S. rare earth supply chain through commercial-scale metal refining and offtake support.
Traxys announces $1B investment in Uzbekistan's tungsten and molybdenum sector. Analysis of scale, feasibility, and geopolitical implications.
How rare earth trading firms like Traxys and Mercuria are reshaping global supply chains through Project Vault and strategic partnerships.
EXIMpproesup to$10BforProjectault—aU.S.riticalmineralevesere.hyastockpilealonewon'tbreakChina'ssupplydominance.
Trump's Project Vault creates a $12B shared stockpile of critical minerals to shield U.S. manufacturers from China-linked supply disruptions.
Why a rare earth spot market isn't viable yet, but strategic funds can profit from supply chain bottlenecks before price discovery matures.
G7 pledges $6.4B for critical minerals but China controls 85% of refining. Analysis reveals why Beijing's rare earth dominance will persist.
Arafura Rare Earths secures A$525M equity + US$775M debt for Nolans NdPr oxide project, positioning as West's most construction-ready developer.
Arafura Rare Earths secures A$475M placement to fund Nolans Project construction, becoming a strategic priority under US-Australia critical minerals pact.
IMF warns U.S.-China rare earth tensions create a critical mineral chokehold threatening global supply chains and economic growth worldwide.
Arafura Rare Earths advances its strategic Nolans Project, ranked #5 globally, with key offtakes and strong policy support in Australia's rare earth market.
Explore the complex world of rare earth contracts, from mining to magnets, and how strategic partnerships are reshaping the global supply chain outside China.
Arafura Rare Earths plans first non-Chinese rare earth oxide project, securing strategic offtakes and positioning for global EV and tech supply chain independe…
Explore the complex world of rare earth element contracts outside China, revealing intricate pricing strategies, legal safeguards, and geopolitical dynamics in…
U.S. rare earth supply chain faces China's dominance, with emerging projects and potential policy shifts crucial for breaking strategic dependence on Chinese p…
China's export controls on heavy rare earths expose critical vulnerabilities in Western defense supply chains, sparking urgent efforts to develop alternative H…
Explore global rare earth mining landscapes, from China's dominance to emerging projects in Australia, US, and beyond, reshaping the critical mineral supply ch…
Explore the evolving rare earth trade landscape, where commodity traders like Traxys are reshaping global supply chains beyond China's dominance.
Navigate the complex landscape of critical minerals market dynamics, exploring technological shifts, geopolitical tensions, and emerging global industrial stra…
Traxys, a Luxembourg-based global commodities trading firm, specializes in metals and minerals sourcing, financing, and logistics across 20+ worldwide offices.
Arafura Rare Earths secures strategic offtake agreement with Traxys, marking a critical step in diversifying global NdPr Oxide supply chains.
