Aclara Announces Results from Technical Reports on Its Integrated Heavy Rare Earths Supply Chain

Original announcement by tmx on

Company
Aclara Resources Inc.
Ticker
ARA
Exchange
TSX
Region
Unavailable
Primary commodity
Rare earths
Secondary commodities
Dysprosium, Terbium, Neodymium, Praseodymium, Yttrium, Gadolinium, Samarium, Lutetium, Europium, Ytterbium, Holmium, Erbium, Thulium, Iron ore
Document categories
Resource update, Metallurgy
Extracted
2026-09-15 10:48:53 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Aclara Resources announced positive results from technical reports covering its integrated heavy rare earths supply chain, from mining to alloys. The Carina Project Feasibility Study, Project Dynamo Scoping Study, and Metals and Alloys FEL 2 Technical Report all demonstrate strong economics and robust production plans for critical rare earth elements. Additionally, the Penco Module in Chile shows significant Measured and Indicated mineral resources, further supporting the company's long-term supply strategy.

Reasoning: The announcement details positive results from multiple technical reports across an integrated heavy rare earths supply chain, demonstrating strong economics, advanced technical progress, and robust resources, significantly de-risking the company's strategy for critical rare earth elements.

Positive factors

  • strong_economics
  • vertically_integrated_supply_chain
  • high_purity_product
  • proprietary_technology
  • pilot_scale_complete
  • significant_contained_metal
  • high_measured_indicated_percentage
  • ni_43_101_compliant
  • strategic_partnership
  • heavy_rare_earth_focus

Negative factors

  • phase_development_for_some_elements
  • penco_module_not_yet_integrated_into_us_hub
  • scoping_study_and_fel2_lower_confidence_than_fs

Low confidence — this extraction should be reviewed alongside the original source.

Facts used in scoring: 27

Classification and evidence

Vertically Integrated Supply Chainpositive · Story-specific tag

No canonical definition is currently available.

Why it applies: Aclara is pursuing an integrated heavy rare earths supply chain, spanning from mining operations to the production of permanent magnet alloys ('mine-to-alloys' strategy).

Evidence · text

“integrated heavy rare earths supply chain, spanning from mining operations to the production of permanent magnet alloys ("mine-to-alloys" strategy)”

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: The Carina Project Feasibility Study is prepared in accordance with National Instrument 43-101.

Evidence · text

“Feasibility Study for the Company's flagship asset, the Carina Project prepared in accordance with National Instrument 43-101”

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: The Carina Project Feasibility Study was led by Hatch Consultoria em Projectos Ltda., implying QP sign-off for NI 43-101 compliance.

Evidence · text

“Feasibility Study led by Hatch Consultoria em Projectos Ltda. ("Hatch")”

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: Extensive pilot plant operations were conducted for Carina, and a pilot plant is active at Virginia Tech for Project Dynamo.

Evidence · text

“Extensive pilot plant operations conducted in Goiânia throughout 2025”

Proprietary Technologypositive · Story-specific tag

No canonical definition is currently available.

Why it applies: Aclara uses its proprietary Circular Mineral Harvesting process and has proprietary SX technology.

Evidence · text

“Aclara's proprietary Circular Mineral Harvesting process”

Strategic Partnershippositive · Story-specific tag

No canonical definition is currently available.

Why it applies: The company is backed by leading industrial shareholders such as Hochschild Mining PLC and CAP S.A., and supported by strategic institutions like the U.S. International Development Finance Corporation.

Evidence · text

“Backed by leading industrial shareholders such as the Hochschild Mining PLC ("Hochschild") and CAP S.A. ("CAP"), and supported by strategic institutions such as the U.S. International Development Finance Corporation”

Heavy Rare Earth Focuspositive · Story-specific tag

No canonical definition is currently available.

Why it applies: The company focuses on heavy rare earth elements, particularly those restricted under China's export controls, addressing a critical supply chain need.

Evidence · text

“very high concentrations of heavy rare earth elements ("HREEs"), particularly those restricted under China's export controls”

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: The Penco Module is characterized by a high proportion of Measured and Indicated mineral resources (~94%).

Evidence · text

“high proportion of Measured and Indicated ("M&I") mineral resources (~94%)”

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: The Penco Module is characterized by a high proportion of Measured and Indicated mineral resources (~94%).

Evidence · text

“high proportion of Measured and Indicated ("M&I") mineral resources (~94%)”

Extracted facts

Stored fact records: 27. Some facts used in scoring do not have a stored record.

Resource Estimates (24)

indicatedPenco Module · dysprosiumTonnes: 27500000Grade: 67Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
dysprosium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
67
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“67”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · terbiumTonnes: 27500000Grade: 10Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
terbium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
10
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“10”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · neodymiumTonnes: 27500000Grade: 348Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
neodymium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
348
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“348”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · praseodymiumTonnes: 27500000Grade: 93Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
praseodymium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
93
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“93”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · yttriumTonnes: 27500000Grade: 417Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
yttrium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
417
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“417”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · gadoliniumTonnes: 27500000Grade: 56Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
gadolinium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
56
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“56”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · samariumTonnes: 27500000Grade: 57Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
samarium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
57
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“57”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · rare_earthsTonnes: 27500000Grade: 1227Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
rare_earths
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
1227
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“1,227”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · dysprosiumTonnes: 27500000Grade: 27Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
dysprosium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
27
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“27”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · terbiumTonnes: 27500000Grade: 4Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
terbium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
4
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“4”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · neodymiumTonnes: 27500000Grade: 61Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
neodymium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
61
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“61”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · praseodymiumTonnes: 27500000Grade: 15Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
praseodymium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
15
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“15”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · yttriumTonnes: 27500000Grade: 245Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
yttrium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
245
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“245”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · gadoliniumTonnes: 27500000Grade: 18Grade Unit: ppmHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Penco Module
Commodity
gadolinium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
18
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“18”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · samariumTonnes: 27500000Grade: 11Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
samarium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
11
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“11”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · rare_earthsTonnes: 27500000Grade: 111Grade Unit: ppmView all details
Link to this fact

Identity

Project
Penco Module
Commodity
rare_earths
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Grade
111
Grade Unit
ppm

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“111”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedPenco Module · dysprosiumTonnes: 27500000Contained Metal: 739Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
dysprosium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
739
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“739”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · terbiumTonnes: 27500000Contained Metal: 100Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
terbium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
100
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“100”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · neodymiumTonnes: 27500000Contained Metal: 1673Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
neodymium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
1673
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“1,673”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · praseodymiumTonnes: 27500000Contained Metal: 403Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
praseodymium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
403
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“403”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · yttriumTonnes: 27500000Contained Metal: 6721Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
yttrium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
6721
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“6,721”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · gadoliniumTonnes: 27500000Contained Metal: 495Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
gadolinium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
495
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“495”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · samariumTonnes: 27500000Contained Metal: 310Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
samarium
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
310
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“310”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

indicatedPenco Module · rare_earthsTonnes: 27500000Contained Metal: 3046Contained Unit: tView all details
Link to this fact

Identity

Project
Penco Module
Commodity
rare_earths
Region
chile
Reported Region
Biobío Region of Chile
Ticker
ARA

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Resource group id
resource:0265d18f2e989105928f

Resource Data

Category
indicated
Tonnes
27500000
Contained Metal
3046
Contained Unit
t

Prior Estimate

Resource Date
2026-03-31

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Penco Module resource demonstrates a high proportion of Measured and Indicated resources for critical heavy rare earth elements, providing a robust foundation for the integrated supply chain.

Positive factors

  • high_measured_indicated_percentage
  • significant_contained_metal
  • focus_on_heavy_rare_earths
  • ni_43_101_compliant

Evidence · table

“3,046”

Context: 27.5

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Metallurgical Results (3)

pilot plantCarina Project · rare_earthsView all details
Link to this fact

Identity

Project
Carina Project
Commodity
rare_earths
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Test Work

Program Status
detailed
Test Type
pilot plant
Processing Route
ion-exchange (Circular Mineral Harvesting)

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Carina Project utilizes a proprietary ion-exchange process validated through extensive pilot plant operations, demonstrating a low-impact and efficient extraction method for rare earths.

Positive factors

  • proprietary_technology
  • pilot_scale_complete
  • environmentally_friendly_process

Evidence · text

“Circular Mineral Harvesting process, an ion-exchange technology that uses a recyclable ammonium-based solution to selectively extract rare earths. Extensive pilot plant operations conducted in Goiânia throughout 2025.”

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

pilot plantProject Dynamo · rare_earthsView all details
Link to this fact

Identity

Project
Project Dynamo
Commodity
rare_earths
Region
usa
Reported Region
Louisiana, U.S.A.
Ticker
ARA

Test Work

Program Status
detailed
Test Type
pilot plant
Processing Route
solvent extraction (SX)

Lab

Laboratory
Virginia Tech
Consultant
L3 Process Development

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Project Dynamo's solvent extraction process is being validated at a pilot plant at Virginia Tech, providing critical data for engineering design and scale-up of individual rare earth oxide production.

Positive factors

  • pilot_scale_complete
  • proprietary_technology
  • supports_engineering_design

Evidence · text

“process is based on solvent extraction ("SX"), utilizing multiple extraction, scrubbing, and stripping circuits to produce high-purity individual oxides. Aclara's pilot plant at Virginia Tech, with results supporting engineering design and scale-up.”

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

demonstration plantMetals and Alloys · rare_earthsView all details
Link to this fact

Identity

Project
Metals and Alloys
Commodity
rare_earths
Region
usa
Reported Region
Louisiana, U.S.A.
Ticker
ARA

Test Work

Program Status
detailed
Test Type
demonstration plant
Processing Route
fluorination, molten salt electrolysis, vacuum induction melting, strip casting

Lab

Consultant
Huachipato ("HTO")

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The Metals and Alloys project is advancing a demonstration plant for its integrated fluorination, electrolysis, VIM, and strip casting processes to produce rare earth metals and alloys, reducing scale-up risk.

Positive factors

  • demonstration_plant_progress
  • proprietary_technology
  • integrated_process

Evidence · text

“fluorination to produce NdPr, Dy, and Tb fluorides; molten salt electrolysis ("electrolysis") for NdPr and FeDy metal production; vacuum induction melting ("VIM") to produce Tb metal; and strip casting to produce NdFeB alloys. Aclara is advancing a demonstration plant to produce rare earth metals and alloys using electrolysis technology”

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.