Brazilian Critical Minerals (ASX:BCM), a rare earths explorer in Brazil, has been held by Lowell Resources Funds Management. In February 2026, Lowell discussed its portfolio in the context of portfolio manager John Forwood's long career in resources, which has taken him from Tanzania's goldfields to Indonesia, with Brazilian Critical Minerals among its exposures to emerging critical minerals projects. Brazilian Critical Minerals operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Lowell Resources Funds Management. Headquartered in North Sydney, Brazilian Critical Minerals explores and develops mineral assets in Brazil, focused on its Ema ionic adsorption clay rare earths project in Amazonas state, and is advancing metallurgical testwork and studies to demonstrate low-cost extraction, positioning it as a potential source of rare earths outside China as demand for magnet materials grows.