Energy Transition Minerals posts A$15.7M half-year loss as Kvanefjeld lapses and Penouta tin-tantalum mine becomes the key near-term asset.
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Energy Transition Minerals
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About Energy Transition Minerals
Energy Transition Minerals Ltd (ASX: ETM), formerly Greenland Minerals Limited, is an Australian rare-earth and critical-minerals exploration and development company. Its principal asset is the Kvanefjeld Project in southern Greenland, a multi-element deposit hosting rare-earth elements, zinc and uranium within the Ilimaussaq intrusive complex, with more than one billion tonnes of JORC-compliant mineral resources across the Kvanefjeld, Sorensen and Zone 3 areas. The company also holds the Penouta and Villasrubias projects in Spain and lithium projects in the James Bay region of Canada. In 2026 Energy Transition Minerals reported the discovery of ten new rare-earth target zones at Kvanefjeld, including a 1.8-kilometre trend rich in heavy rare earths dysprosium and terbium with low uranium. However, the Greenland government has signalled that the Kvanefjeld exploration licence may not be extended under current legislation, creating significant regulatory uncertainty over the flagship project.
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Recent Articles
Energy Transition Minerals wins a key procedural ruling in Greenland's High Court, keeping its Kvanefjeld rare earth case alive toward a 2027–2028 merits
UNCTAD calls for mineral-rich nations to capture more value through processing and manufacturing, reshaping global supply chains beyond raw extraction.
Greenland's rejection of ETM's Kvanefjeld licence renewal highlights how jurisdictional instability is undermining Western rare earth supply chain ambitions.
Greenland rejects ETM's licence extension for Kuannersuit, one of the world's largest rare earth deposits, sending shares down 17% amid uranium policy disputes.
Energy Transition Minerals identifies a new 1.8km rare earth target in Greenland with up to 3.97% TREO and uranium below regulatory limits.
Greenland rare earth supply chain faces decades of infrastructure, processing, and geopolitical hurdles despite vast mineral deposits.
REXC ETF review: mining-heavy ex-China rare earth fund lacks true supply-chain focus, blending real operators with speculative developers.
Greenland denies Kvanefjeld rare earth license renewal, exposing Western supply chain fragility amid uranium restrictions and China dominance.
Europe's heavy rare earth deposits in Sweden, Norway & Greenland could supply 30% of EU demand, reducing dependence on China for critical metals.
Greenland's rare earth potential remains untapped due to regulatory hurdles and lack of European midstream capacity, exposing strategic drift.
Weekly rare earth stock performance: MP Materials gains 7%, USAR surges 25% on supply deal, sector up 83% YTD despite 3% pullback.
Australian mining stocks surge with rare earth explorers like Bayan Mining and Lindian Resources seeing double-digit gains amid project updates and potential i…
Explore the complex geopolitical landscape of Greenland's Kvanefjeld rare earth project, its strategic challenges, and potential impact on global resource mark…
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…
Greenland's Kvanefjeld plateau faces a controversial uranium mining project that could transform local communities' environment and economic landscape.
Explore the complex geopolitical and logistical barriers preventing Greenland from capitalizing on its massive rare-earth mineral potential.
