Arafura Rare (ARU) is held by 11 ASX ETFs. Over the last year it fell 32.7%: on $10,000, −$3265. We explain 22 big moves in that time.
About ARU
- SectorMaterials
- IndustryMaterials
- Size$1.0b
- Held by11 ETFs
- Big moves22 in 1Y
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +11.8%18 Sep 2026· Contract
Arafura Rare Earths shares surged after the company announced an extension of a binding offtake agreement for its Nolans rare earths project, a market-sensitive milestone that attracted strong buying interest.
- +7.7%8 Sep 2026· Regulatory
Arafura Rare Earths received 'Significant Project Status' designation, boosting investor confidence in its Nolans rare earths development.
- +5.7%4 Aug 2026· Operational
Arafura Rare Earths rose on renewed investor interest driven by sustained media coverage of its Nolans project moving into construction phase and broader materials sector strength, with no single catalyst but a confluence of positive narrative momentum.
- −7.9%30 Jul 2026· Unknown
Profit-taking or sentiment reversal after a run of positive news coverage about Arafura's Nolans project funding progress, combined with a weak broader materials sector, dragged the stock down sharply with no new company announcement to anchor buyers.
- −9.7%25 May 2026· Capital Raise
Arafura Rare Earths shares fell after the company announced it was seeking ASX quotation for 675 million new shares, indicating a significant capital raise and dilution.
- +6.8%10 Apr 2026· Capital Raise
Arafura Rare Earths announced a major share placement to fund growth, likely driving the stock up.
- +8.9%1 Apr 2026· Capital Raise
Arafura Rare Earths executed binding cornerstone equity agreements, securing A$230m in funding for its Nolans rare earths project.
- +16.0%11 Mar 2026· Operational
Arafura Rare Earths advanced its Nolans Project readiness with a land deal, infrastructure purchase, and processing study, boosting investor confidence.
- +8.3%27 Feb 2026· Sector Flow
A sector-wide rally in rare earth stocks, with LYC +10% and the ASX 200 closing at a record, lifted Arafura Rare Earths.
- −8.0%30 Jan 2026· Sector Flow
Sector-wide selloff in rare earths stocks following concerns about China's midstream metals dominance.
- −7.8%13 Jan 2026· Sector Flow
Sector-wide profit-taking or rotation from mining stocks after a rally, aided by broader rare earth sector focus, rather than a stock-specific negative event.
- +8.5%12 Jan 2026· Sector Flow
Broad sector rally in mining and rare earth stocks, amplified by geopolitical supply chain concerns.
- −8.2%11 Dec 2025· Capital Raise
ARA's stock fell 8.16% on likely dilution concerns following the completion of a tranche 2 placement.
- −6.7%30 Oct 2025· Capital Raise
Arafura Rare Earths fell after announcing a A$475m placement and A$50m SPP, causing dilution, compounded by a broader sector decline on China export control delays.
- −20.0%29 Oct 2025· Capital Raise
Arafura Rare Earths announced an A$475 million placement and A$50 million share purchase plan, a major capital raise that diluted existing shareholders.
- −9.6%27 Oct 2025· Sector Flow
Arafura Rare Earths shares fell sharply as ASX rare earths stocks tumbled on news China was expected to delay export controls, reducing the urgency for rare earth supply security.
- −9.8%24 Oct 2025· Sector Flow
Arafura Rare Earths shares fell sharply on 23 October 2025, likely as investors took profits following a massive rally driven by the Australia-US critical minerals deal announced earlier that week.
- +10.8%23 Oct 2025· Macro
Arafura Rare Earths rallied on the announcement of a major US-Australia critical minerals deal providing US$2.2bn in financing support.
- −13.5%22 Oct 2025· Regulatory
Trading was paused on 21 Oct 2025, likely due to a pending announcement regarding the US-Australia critical minerals deal, which led to a sharp price drop on resumption.
- +18.5%20 Oct 2025· Macro
Arafura Rare Earths surged as the US and Australia finalized a major critical minerals deal, positioning the company and sector for significant US financing support.
- +25.4%14 Oct 2025· Sector Flow
ARU.AX surged 25.35% amid a broader rare earths sector rally, with multiple ASX mining stocks rocketing as the rare earths boom intensifies.
- +18.3%13 Oct 2025· Sector Flow
Arafura Rare Earths likely rose amid a broad surge in ASX rare earth stocks fueled by China tightening rare earth export controls.
Held by 11 ETFs
Of every $10,000 in each fund, how much is in ARU today.
- RESMVANECK RARE EARTH AND STRATEGIC METALS X CHINA ETF$1711.71%
- XMETBetaShares Energy Transition Metals ETF$600.60%
- ISOiShares S&P/ASX Small Ordinaries ETF$310.31%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$310.31%
- FAIRBetaShares Australian Sustainability Leaders ETF$180.18%
- VSOVanguard MSCI Australian Small Companies Index ETF$170.17%
- IESGiShares Core MSCI Australia ESG ETF$8.000.08%
- A300Global X Australia 300 ETF$2.730.03%
- VASVanguard Australian Shares Index ETF$2.500.02%
- IGROiShares High Growth ESG ETF$2.460.02%
Why did ARU rise 25.4% on 14 Oct 2025?
Arafura Rare
ARU.AX surged 25.35% amid a broader rare earths sector rally, with multiple ASX mining stocks rocketing as the rare earths boom intensifies.
The news articles around the event date highlight a rare earths boom, with multiple ASX mining stocks (including Arafura's peers Lynas and Iluka) experiencing significant gains. This suggests ARU's price move was part of a sector-wide rally rather than company-specific news. No company-specific announcements are mentioned in the articles.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 11 ETFs holding ARU
On $10,000 in each fund, at the weight it holds today
- RESM1.71% of the fund+$43
- XMET0.60% of the fund+$15
- ISO0.31% of the fund+$8
- SSO0.31% of the fund+$8
- FAIR0.18% of the fund+$4
- VSO0.17% of the fund+$4
- IESG0.08% of the fund+$2
- A3000.03% of the fund+$1
- VAS0.02% of the fund+$1
- IGRO0.02% of the fund+$1
The 10 that hold it most. All 11 are listed on the page under Held by.