Core Viewpoint - The Goldman Sachs Group, Inc has increased its stake in Solvay, surpassing the 5% threshold, with a current holding of 8.16% as of January 30, 2026, indicating a significant investment interest in the company [1][4]. Group 1: Transparency Notifications - Goldman Sachs was above the 5% threshold since June 2025, holding 5.54% at that time, with 5.51% being equivalent financial instruments [1]. - The notifications detail incremental increases in voting rights, with notable increases on January 28 (0.19%), January 29 (0.05%), and January 30 (0.15%) of 2026, leading to a total of 8.16% [1]. - The latest notification dated February 5, 2026, indicates the reason for the notification as the acquisition or disposal of financial instruments treated as voting securities [1]. Group 2: Company Overview - Solvay is a leading chemical company with a history dating back to 1863, focusing on sustainable solutions across various sectors, including air and water purification, food preservation, and eco-friendly materials [3]. - The company reported net sales of €4.7 billion in 2024 and is committed to achieving a carbon-neutral future by 2050 [3]. - Solvay employs approximately 9,000 people and emphasizes its dedication to sustainability and innovation in addressing global needs [3].

Carester president Frederic Carencotte tells Mining Technology: “Today, refining and separation capacities are highly concentrated globally, which can create exposure for downstream manufacturers in terms of lead times, logistics and supply continuity.”It’s a point echoed by Caremag, a subsidiary of French company Carester, which is building a €216m ($258.2m) REE recycling and refining plant in France, set to open this year.Gayathri Siripurapu, senior mining analyst at Mining Technology's parent company Glo ...

Press release Regulated information Brussels, January 28, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), Citigroup Inc. recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%. Here is a summary of the notifications: Date on which the threshold is crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total January 19, 2026 0.56% 2.51 3.06% January 22, 2026 0.00% 0.00% ...

Group 1 - The report discusses the sales investment and operational models of the polyvinylidene chloride (PVDC) industry in China from 2026 to 2032, highlighting market trends and forecasts [1][3] - It categorizes PVDC products into different types and applications, analyzing growth trends from 2021 to 2031 [3][4] - The report provides an overview of the current state of the PVDC industry, including development characteristics and influencing factors [4][6] Group 2 - Global supply and demand dynamics for PVDC are examined, with forecasts for production capacity, output, and utilization rates from 2021 to 2031 [4][5] - The report details the revenue and sales volume trends for PVDC in both global and Chinese markets, including market share analysis [5][6] - It analyzes the competitive landscape of the PVDC industry, identifying key players and their market shares [5][6] Group 3 - The report includes a detailed analysis of different product types and applications of PVDC, with projections for sales and revenue from 2021 to 2031 [6][10] - It discusses the industry development environment, including driving factors and policy analysis relevant to the PVDC sector in China [6][7] - The supply chain of the PVDC industry is outlined, covering procurement and production models [7][8]

Core Viewpoint - Investors in USA Rare Earth have experienced significant volatility since the company's public listing in March, driven by speculation regarding potential federal government support for domestic rare-earth magnet supply [1] Group 1: Company Strategy - USA Rare Earth is adopting a unique "mine to magnet" strategy, planning to construct a magnet-producing facility in Stillwater, Oklahoma, before developing its Round Top deposit in Texas [2] - The Round Top deposit is noted as the richest known deposit of heavy rare earth elements in the U.S., with commercial development expected to begin in late 2028, while the Stillwater plant is set to start commercial production in 2026 [3] Group 2: Supply Chain and Partnerships - To ensure a non-Chinese supply of materials for the Stillwater facility, USA Rare Earth acquired the U.K.'s Less Common Materials (LCM), which sources materials outside of China, and has secured supply agreements with Solvay and Arnold Magnetic Technologies [4] Group 3: Execution and Future Plans - Successful commercial production at the Stillwater facility in 2026 and completion of a pre-feasibility study on the Round Top deposit in the third quarter are critical milestones for USA Rare Earth [6]

Financial Calendar - Solvay has published its financial calendar for 2026, detailing key dates for interim dividends and earnings reports [1][2]. - The ex-date for the interim dividend is set for January 19, 2026, with the payment date on January 21, 2026 [2]. - Earnings reports for the fourth quarter and full year 2025 will be released on February 24, 2026, followed by the first quarter 2026 earnings on May 7, 2026 [2]. - The Ordinary General Shareholders' Meeting is scheduled for May 12, 2026 [2]. - The second quarter and first half year 2026 earnings will be reported on July 29, 2026, and the third quarter and first nine months 2026 earnings on November 4, 2026 [2]. Company Overview - Solvay is a pioneering chemical company with a history dating back to 1863, founded by Ernest Solvay [3]. - The company employs around 9,000 people and focuses on delivering essential solutions globally [3]. - In 2024, Solvay reported underlying net sales of €4.7 billion, highlighting its significant market presence [3]. - The company is committed to sustainability and aims for a carbon-neutral future by 2050 [3].

Core Insights - USA Rare Earth Inc. (USAR) has acquired Less Common Metals (LCM), which has signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation to enhance the rare earth supply chains in the U.S. and Europe [1][2] Group 1: Company Developments - The partnership will leverage LCM's expertise in metal and alloy production to provide Arnold with a reliable, ex-China supply of rare-earth materials for advanced permanent magnets [2][7] - LCM is the only proven ex-China producer of both light and heavy rare earth permanent magnet metals and alloys at scale, emphasizing its strategic importance in the supply chain [3] - The acquisition supports USAR's mine-to-magnet strategy, establishing a comprehensive rare earth supply chain, with LCM supplying alloy feedstock to USAR's Oklahoma magnet manufacturing plant, set to be commissioned in early 2026 [4][7] Group 2: Market Performance - USAR shares have increased by 26.2% over the past year, outperforming the industry growth of 21.8% [5] - USAR currently holds a Zacks Rank 3 (Hold), while other companies in the basic materials sector, such as OR Royalties Inc., Newmont Corporation, and Agnico Eagle Mines, have higher rankings [8]

Summary of Key Points from the Conference Call on Rare Earths and Magnets Industry Overview - The report focuses on the rare earths (RE) to permanent magnet production value chain, highlighting the critical role of rare earths in various sectors, including energy transition, defense, and consumer electronics [1][2][3] Core Insights and Arguments - **Geopolitical Dependency**: China dominates the rare earths supply chain, controlling over 60% of global mine supply and approximately 90% of refining capacity. This dependency poses risks for other countries, especially in light of recent geopolitical tensions [3][16][17] - **Need for Investment**: Significant government support and investment are necessary to establish a functioning magnet production supply chain outside of China. Current efforts, such as the U.S. Department of War's deals with companies like MP Materials, are steps in the right direction, but more incentives are needed [4][18] - **Challenges in Scaling Production**: The multi-step processing from RE ore extraction to magnet production is complex and requires specialized skills and equipment, which are currently heavily reliant on Chinese sources. This presents a significant barrier to scaling production in the West [5][31] - **Market Dynamics**: The demand for rare earths is driven by their essential role in high-tech applications, including electric vehicles (EVs), wind energy, and defense technologies. The market is expected to grow, but supply chain vulnerabilities remain a concern [2][16][23] Important but Overlooked Content - **Historical Context**: The U.S. once had a robust magnet production capability, which diminished in the late 20th century due to various factors, including regulatory and economic challenges. This historical context underscores the current dependency on Chinese production [15] - **Environmental and Technical Challenges**: The extraction and processing of rare earths often involve environmentally challenging and technically demanding processes, which can complicate efforts to establish new production facilities outside of China [31][75] - **Emerging Alternatives**: There is a growing interest in developing alternative materials to rare earths for magnet production, driven by supply chain pressures and geopolitical tensions. However, rare earth-based magnets are still considered more efficient for many applications [22][23] Company Exposure - Companies with significant exposure to the rare earths to magnet value chain include Lynas, Iluka, and Solvay. These companies are expected to benefit from increased government support, particularly in the U.S. [6][38] Risks and Catalysts - **Risks**: Key risks include insufficient government support, dependency on Chinese pricing, and cautious investor sentiment due to price fluctuations and previous industry failures [22] - **Catalysts**: Strategic long-term thinking, robust policy support, and development of skilled labor are essential for building a more secure rare earths supply chain outside of China [22][23] Conclusion - The rare earths and magnets industry is at a critical juncture, with significant geopolitical implications and a pressing need for investment and innovation to reduce dependency on China. The path forward will require coordinated efforts from governments, industry players, and investors to establish a more resilient supply chain [4][18][19]

Core Insights - USA Rare Earth Inc. (NASDAQ:USAR) has seen a significant increase in stock price, rising by 28.03% week-on-week due to a new rare earth supply agreement [1][2] - The company’s subsidiary, Less Common Metals (LCM), has secured a supply agreement with Solvay and Arnold Magnetic Technologies Corp. for rare earth metals [2][4] - The CEO of USA Rare Earth emphasized the importance of industrial partnerships in strengthening the rare-earth ecosystem outside of China [3][4] Company Developments - LCM, a newly formed subsidiary of USA Rare Earth, completed its merger last month and is focused on providing alloy feedstock for the parent company's magnet manufacturing facility in Stillwater, Oklahoma, which is set to begin operations in Q1 2026 [4][5] - The collaboration with Solvay and Arnold Magnetic Technologies is aimed at ensuring sustainable access to critical rare-earth materials for global magnet manufacturers [4][5]

Core Viewpoint - USA Rare Earth, Inc. (NASDAQ:USAR) has experienced significant stock price appreciation, rising 24.68% to $17.48 due to a new supply agreement for rare earth materials with Solvay and Arnold Magnetic Technologies Corporation [1][2]. Group 1: Company Developments - The supply agreement was established through USA Rare Earth’s subsidiary, Less Common Metals (LCM), which will provide high-quality rare-earth materials for the production of advanced permanent magnets [2]. - CEO Barbara Humpton emphasized that this collaboration highlights the importance of industrial partnerships in strengthening the rare-earth ecosystem outside of China [2][3]. - LCM continues to serve its global customer base while supplying alloy feedstock for USA Rare Earth's magnet manufacturing facility in Stillwater, Oklahoma, which is set to commence operations in the first quarter of 2026 [4]. Group 2: Market Performance - USA Rare Earth has shown strong market performance, with a notable increase in stock value over three consecutive days, reflecting positive investor sentiment regarding the new supply agreement [1].