Viridis Mining: A Rare Earth Disruptor in a China-Dominated Market

Viridis Mining (ASX: VMM) is poised to disrupt China's stranglehold on rare earth processing with its $903M-backed Colossus Project in Brazil. Leveraging high-grade ionic adsorption clay deposits, the project boasts industry-leading recovery rates for magnet-critical elements like dysprosium (67%) and terbium (71%), enabling low-cost production ($6/kg TREO). With a Q2 2025 pre-feasibility study completion and U.S. expansion plans for a rare earth refinery, Viridis aims to solidify Western supply chains for EVs and renewables. . The company's timeline acceleration and strategic partnerships, including IXR magnet production, position it as a rare investable thesis in a sector critical to decarbonization. . Investors should watch for PFS results and funding milestones as catalysts for upside.