Aclara Resources Secures Louisiana Air Permit - Project Dynamo Targets Q1 2027 Construction

Highlights

• Aclara Resources received Louisiana State Permit No. 0520-00550-00 authorizing construction and operation of its Project Dynamo rare-earth separation facility in Vinton.
• Dynamo is designed to produce 1,131 tonnes/year of NdPr oxide, 148 tonnes of dysprosium oxide, and 25 tonnes of terbium oxide annually at full capacity.
• Aclara claims Dynamo could supply over 75% of U.S. dysprosium and terbium requirements for EVs by 2028, though financing is not yet secured.
• U.S. EXIM issued a non-binding Letter of Interest for up to $750 million for Aclara's broader Louisiana buildout, but committed funding remains the critical next milestone.
• REEx notes the permit materially de-risks the project, but distinguishes between permitted, financed, and producing as three separate investor milestones.