RockTalk is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week.  

In this episode, host Peter Strachan discusses the growing market interest in a low carbon energy future. Battery metals and all inputs supporting electric vehicles and wind power are front and centre.

In this edition, we take a look at two emerging producers with a focus on rare earth elements.

Populating the expert panel for this discussion are Rob Longley, managing director at Asra Minerals (ASX:ASR) and Brendan Bradley, managing director at DevEx Resources (ASX:DEV).

Asra Minerals is an ASX listed company, with an exciting multi-commodity position in Western Australia’s Eastern Goldfields.

Its Mt Stirling Project consists of 10 major gold prospects, two recent rare earths discoveries, and widespread highly anomalous cobalt and scandium mineralisation.

DevEx Resources is a diversified exploration company with a strong focus on critical and future-facing minerals required for the global energy transition.

At Nabarlek in the NT, DevEx holds a dominant 4,700km2 tenement package in the Alligator Rivers Uranium Province. The company has also recently made a significant rare earths (REE) discovery at its 100%-owned Kennedy Project in Queensland.

The group discuss a range of topics including DEV’s Kennedy Rare Earth Element Project, ASR’s Mt Stirling Project, ASR’s Wishbone & yttrium prospects, outlook for the REE market and more.