Highlights
- Aclara Resources received a non-binding U.S. Export-Import Bank Letter of Interest for up to US$750 million to fund Project Dynamo in Louisiana.
- Project Dynamo targets the rare earth midstream gap by combining separation, metallization, and alloying capabilities in a single U.S. facility.
- Aclara plans to process South American ionic-clay HREE resources through Louisiana, producing NdPr, Dy, Tb, Sm, Gd, and Y for the magnet supply chain.
- Key technology milestones remain: separation scale-up at Virginia Tech and industrial molten-salt electrolysis testing in Chile must succeed before construction.
- Construction readiness is targeted by end of 2026, with financing commitment and permitting as the next critical valuation gates.
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