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RareEarthIndex.com

Rare Earth Stocks

Every company the index has screened: constituents, the deleted name, and the excluded, with status and a link to the reason.

This is every rare earth stock the RareEarth Index has screened, in one table: the thirteen current constituents, the one constituent deleted since inception, and the forty-four audit-trail rows for companies reviewed and excluded. Each row links to the page that carries the detail — the constituent profile, or the audit-trail row with the specific reason for exclusion.

Status and weights are as of the Q3 2026 rebalance (September 18, 2026 close). Exclusions were determined under methodology v2.0 at the April 30, 2026 calculation date and are re-screened at each semiannual reconstitution; the next is December 18, 2026. The exchange column for excluded names is read from the ticker suffix as the audit trail records it; the country column is filled where the source page states a domicile.

All screened companies

Company Ticker Exchange Country Status Sector or exclusion reason Detail
Lynas Rare EarthsLYC.AXASXAustraliaConstituentProcessing & Separation · 10.00% weightProfile
MP MaterialsMPNYSEUSAConstituentREE Mining & Extraction · 10.00% weightProfile
JL Mag Rare-Earth6680.HKHKEXChinaConstituentMagnet & Alloy Manufacturing · 10.00% weightProfile
USA Rare EarthUSARNASDAQUSAConstituentMagnet & Alloy Manufacturing · 10.00% weightProfile
Neo Performance MaterialsNEO.TOTSXCanadaConstituentMagnet & Alloy Manufacturing · 10.00% weightProfile
Meteoric ResourcesMEI.AXASXAustraliaConstituentExploration Stage · 8.01% weightProfile
Arafura Rare EarthsARU.AXASXAustraliaConstituentExploration Stage · 7.87% weightProfile
Lindian ResourcesLIN.AXASXAustraliaConstituentExploration Stage · 7.53% weightProfile
Critical MetalsCRMLNASDAQBritish Virgin IslandsConstituentExploration Stage · 5.97% weightProfile
Aclara ResourcesARA.TOTSXCanadaConstituentExploration Stage · 5.75% weightProfile
Ucore Rare MetalsUCU.VTSXVCanadaConstituentProcessing & Separation · 5.47% weightProfile
PensanaPRE.LLSE MainUnited KingdomConstituentExploration Stage · 5.17% weightProfile
Mkango ResourcesMKA.LLSE AIMCanadaConstituentExploration Stage · 4.25% weightProfile
Australian Strategic MaterialsASM.AXASXAustraliaDeletedMagnet & Alloy Manufacturing · deleted effective the August 19, 2026 close after its acquisition by Energy Fuels; 3.08% at inceptionProfile
Iluka ResourcesILU.AXASX—ExcludedActivity failAudit trail
Energy FuelsUUUUUS listing—ExcludedActivity failAudit trail
NioCorp DevelopmentsNBUS listing—ExcludedActivity failAudit trail
Vulcan Energy ResourcesVUL.AXASX—ExcludedActivity failAudit trail
Solvay SASOLB.BREuronext Brussels—ExcludedActivity failAudit trail
Syensqo SA/NVSYENS.BREuronext Brussels—ExcludedActivity failAudit trail
TMC the metals companyTMCUS listing—ExcludedActivity failAudit trail
Perpetua ResourcesPPTAUS listing—ExcludedActivity failAudit trail
Avalon Advanced MaterialsAVL.TOTSX—ExcludedActivity fail and market-cap floor failAudit trail
China Rare Earth Holdings0769.HKHKEX—ExcludedExclusion screen: trading suspendedAudit trail
Daido Steel5471.TTokyo Stock Exchange—ExcludedExchange not on eligible listAudit trail
TDK Corporation6762.TTokyo Stock Exchange—ExcludedExchange not on eligible listAudit trail
Shin-Etsu Chemical4063.TTokyo Stock Exchange—ExcludedExchange not on eligible listAudit trail
Sumitomo Metal Mining5713.TTokyo Stock Exchange—ExcludedExchange not on eligible listAudit trail
Proterial Ltd5486.T (delisted)Tokyo Stock Exchange—ExcludedNot publicly listedAudit trail
China Northern Rare Earth600111.SHShanghai Stock Exchange—ExcludedExchange not on eligible listAudit trail
Shenghe Resources600392.SHShanghai Stock Exchange—ExcludedExchange not on eligible listAudit trail
Ningbo Yunsheng600366.SHShanghai Stock Exchange—ExcludedExchange not on eligible listAudit trail
Innuovo Magnetics688199.SHShanghai Stock Exchange—ExcludedExchange not on eligible listAudit trail
Sungeel HiTech235980.KQKOSDAQ—ExcludedExchange not on eligible listAudit trail
Rare Element ResourcesREEMFOTC Markets (US)—ExcludedExchange not on eligible listAudit trail
Peak Rare EarthsPEK.AX (delisted)ASX—ExcludedDelisted October 2025 following acquisitionAudit trail
80 Mile Plc (formerly Bluejay Mining)80M.LLSE—ExcludedActivity failAudit trail
Commerce ResourcesCCE.VTSXV—ExcludedMarket-cap floor failAudit trail
Rare Earths Norway(private)——ExcludedNot publicly listed. Developing Fen Complex (Norway’s largest known REE deposit). No IPO announcedAudit trail
Hastings Technology MetalsHAS.AXASX—ExcludedLiquidity floor failAudit trail
Northern MineralsNTU.AXASX—ExcludedLiquidity floor failAudit trail
Ionic Rare EarthsIXR.AXASX—ExcludedMarket-cap floor failAudit trail
VHM LimitedVHM.AXASX—ExcludedLiquidity floor failAudit trail
American Rare EarthsARR.AXASX—ExcludedLiquidity floor failAudit trail
Dreadnought ResourcesDRE.AXASX—ExcludedLiquidity floor failAudit trail
Defense MetalsDEFN.VTSXV—ExcludedTSXV liquidity floor failAudit trail
Mkango Resources (TSXV line)MKA.VTSXV—ExcludedTSXV liquidity floor failAudit trail
Rainbow Rare EarthsRBW.LLSE—ExcludedLiquidity floor failAudit trail
Leading Edge MaterialsLEM.VTSXV—ExcludedTSXV liquidity floor failAudit trail
Search MineralsSMY.VTSXV—ExcludedMarket-cap floor failAudit trail
Geomega ResourcesGMA.VTSXV—ExcludedMarket-cap floor failAudit trail
Heavy Rare EarthsHRE.AXASX—ExcludedMarket-cap floor failAudit trail
RareX LimitedREE.AXASX—ExcludedMarket-cap floor failAudit trail
GreenRoc Strategic MaterialsGROC.LLSE—ExcludedMarket-cap floor failAudit trail
ABx GroupABX.AXASX—ExcludedActivity fail and market-cap floor failAudit trail
Vital MetalsVML.AXASX—ExcludedMarket-cap floor fail and liquidity floor failAudit trail
Brazilian Rare EarthsBRE.AXASX—ExcludedAnti-greenwashing fail (§9)Audit trail
St George Mining(ticker not recorded in the note)——ExcludedActivity fail (§4.1)Audit trail

58 rows: 13 constituents, 1 deleted constituent, 44 audit-trail rows. One audit-trail row (Mkango Resources, TSXV line) is a second listing of a constituent that qualifies through its AIM line. Rows are drawn from the constituents page and the audit trail and carry no information beyond them.

How a company gets in or stays out

Six eligibility screens are applied in order — activity, exclusion, listing, market-cap floor, liquidity floor, English reporting standard (methodology §4). A company must derive the majority of its enterprise value from rare earth extraction, processing or separation, magnet or alloy manufacturing, recycling, or advanced-stage exploration with a defined JORC or NI 43-101 resource (§4.1); must list on one of eleven named exchanges (§4.3); and must clear USD 50 million in 30-day average market capitalization and USD 500,000 in 90-day average daily traded value, or USD 1,000,000 on TSXV (§4.3). Companies listed only on Shanghai or Shenzhen are out of scope (§11). No credit is given for strategic intent without a published resource (§9).

The five borderline cases adjudicated at inception — Aclara (included), Iluka, Brazilian Rare Earths, Vital Metals and St George Mining (excluded) — are reasoned through in the inaugural constituent note. To challenge an exclusion, use the contact page and cite the company and the reason given.