BREAKING NEWS: Brazilian Rare Earths Limited (ASX: BRE) has just announced a groundbreaking mineral resource estimate of 568 million tonnes at the Amargosa Bauxite-Gallium Project, highlighting a significant opportunity in the bauxite and gallium markets. This development, revealed on October 3, 2025, positions Amargosa as a major player with premium alumina grades and a substantial gallium supply.
The new estimate includes 98 million tonnes of direct-ship bauxite with an impressive 41.9% Total Available Alumina (TAA), and 27,098,000 kg of contained gallium. This resource is crucial as gallium is increasingly demanded for semiconductor production and defense applications.
Why This Matters NOW: With global demand for high-quality bauxite on the rise, Amargosa’s resources are strategically significant for international refiners seeking reliable and premium supplies. The project is located in Bahia, Brazil, an area known for its stable regulatory environment, which supports expedited licensing and permitting processes.
The bauxite resource features:
– 29.8% TAA overall, with processed bauxite at 40.8% TAA.
– A low reactive silica index (RSI) of 2.5% for direct-ship bauxite, enhancing alumina recovery.
Context: Brazilian Rare Earths CEO, Bernardo da Veiga, stated that the maiden resource defines a large-scale, high-quality bauxite province. This positions the company for a potential early operation due to direct highway access to bulk-export logistics, making the project economically viable.
The company has signed a Memorandum of Understanding (MoU) with the Port of Enseada to streamline mine-to-port logistics, which is vital for timely exports. The Amargosa site also benefits from established infrastructure, including renewable hydropower and a skilled local workforce, which are crucial for scalability.
Next Steps: Brazilian Rare Earths plans to conduct a scoping study by the end of 2025 to explore development pathways, including potential upgrades in product grades and resource expansion through further drilling.
This major announcement is expected to unlock significant shareholder value, with strategic options including joint ventures or an IPO being evaluated to focus on the high-grade rare earth province at Rocha da Rocha.
As developments unfold, industry watchers should keep an eye on this emerging player in the bauxite market, as the implications for global supply chains could be substantial.
For more information, visit Brazilian Rare Earths at www.brazilianrareearths.com or contact investor relations at [email protected].
