Highlights
- Aclara and Argonne completed a validated steady-state separation model for Project Dynamo, a 478-stage rare earth refinery planned for Louisiana.
- The model uses Virginia demonstration-plant data but does not yet address dynamic feedstock changes, scale-up benchmarks, or quantified cost savings.
- DOE Genesis Mission Phase I for AI-driven digital twin and automated controls remains under an unfinished award agreement, with Phase II still possible.
- REEx rates the milestone as technically credible but commercially unquantified, urging investors to demand proven recovery and cost improvements before assigning an AI premium.
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