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Red Metal (RDM) Conference July 22, 2025 09:50 PM ET Speaker0Thank you very much. I'll I only got ten minutes, but I've got a quite a few things I really wanna run past you. Really wanted to really just highlight what we're gonna be doing in a 2025 field season and what's underway, and really try to emphasize why you should be getting into red metal, particularly at this point with all the dual programs that are about to kick off. I'll also go into the rare earths as well. But, basically, we've about 360,00 ...

Aclara is in talks with US government agencies for possible financing toward its $1.5 billion plan to mine rare earths in Latin America and develop a processing plant in the US https://t.co/VPgOQckw5C ...

安泰北方 科技有限公司生产车间。（资料图） 转自：草原云 随着首批钕铁硼产品的成功下线，备受瞩目的金龙稀土新材料（包头）有限公司首期5000吨稀土永磁材 料项目日前正式投产。 7月21日，记者走进该公司首条高性能钕铁硼磁性材料生产线车间，高速运转的设备轰鸣作响，智能化 机械臂精准抓取物料，工人们正全神贯注紧盯设备显示屏上的数据，严格把控每一个生产环节。 该项目依托厦门钨业强大的研发实力，效率、成本、能耗、环保等核心指标均达到行业先进水平。自主 研发制混一体设备、易成型磁粉技术、无氧工艺、一次成型技术、模具技术、快速脱气6项核心技术， 可有效提升产品性能，降低成本，进一步满足市场对高性能、小型化产品的需求。 紧随其后，包头市英思特稀磁新材料股份有限公司稀土永磁材料一体化应用项目开工。项目计划投资 6.5亿元，分两期建设，并将新建一条智能无人生产线，主要生产应用于高端驱动电机、微特电机和关 节电机的高性能稀土永磁材料、稀土永磁烧结多级辐射环、粘接钕铁硼器件（注塑和模压器件）等，整 体实现MES管控。 金力永磁 钕铁硼生产车间。（资料图） 依托龙头项目落地，稀土高新区同步推进产业高端化、智能化转型，不断向下游产业链 ...

For personal use only Disclaimers This presentation contains forward-looking statements that involve subjective judgement and analysis and accordingly, are subject to significant uncertainties and risks, many of which are outside the control of, and are unknown to, American Rare Earths ("ARR"). In such circumstances, the forward-looking statements can be identified by the use of forward-looking words such as "may", "will", "expect", "intend", "seek", "estimate", "believe", "continue" or other similar words. ...

Key Takeaways MP Materials will supply Apple with rare earth magnets made from recycled materials starting in 2027. MP is building a recycling line at Mountain Pass and scaling its Fort Worth magnet facility for the deal. The partnership advances U.S. rare earth supply chains and circular production in critical materials.MP Materials (MP) announced a landmark long-term agreement to supply Apple (AAPL) with rare earth magnets manufactured in the United States entirely from recycled materials. The $500 mill ...

Key Takeaways Energy Fuels launched pilot HREE oxide production at its White Mesa Mill, including 99.5% pure Dy oxide. UUUU plans pilot-scale Tb by Nov 2025 and Sm by Jan 2026, aiming for full output by Q426 post-modifications. The Donald Project in Australia and assets in Brazil and Madagascar may bolster UUUU's REE supply chain.Energy Fuels Inc. (UUUU) has initiated the pilot-scale production of heavy rare earth element (HREE) oxides at its White Mesa Mill in Utah. Currently, it is the only facility in ...

Project Overview - Caldeira project has a large ionic clay resource globally at 1.5 billion tonnes @ 2,359 ppm TREO, including 526 ppm MREO[17] - The project's initial mine life is estimated to be 20 years based on the Pre-Feasibility Study (PFS)[23] - Drilling has been limited to approximately 15% of the total license area, indicating significant exploration upside[23] Financial Highlights - The project boasts a compelling post-tax NPV8 of US$1.3 billion, indicating strong potential for extending mine life and processing capacity[17,41] - The development capex is estimated at US$443 million, inclusive of contingency[41] - The average annual Total Rare Earth Oxide (TREO) production is projected to be 13,584 tonnes, representing approximately 8% of the global REO market[38] - Average annual Neodymium-Praseodymium (NdPr) Oxide production is estimated at 4,228 tonnes, representing about 7% of the global NdPr market[38] Operational Summary - The project plans for a 6Mtpa plant throughput, optimized for greater return on capital[38] - The Maiden Probable Ore Reserve is 103 million tonnes @ 4,091 ppm TREO, based on a minimum 100m x 100m drilling[38] - The Life of Mine (LOM) strip ratio is low at 0.38 (waste:ore)[50]

Group 1 - MP Materials' shares have surged over 275% since the beginning of the year, driven by strong investor interest in rare earth metals and magnets [1][3] - The company's growth prospects have been positively reframed due to the Trump administration's focus on ensuring a domestic supply of rare earth materials and magnets [3][5] - A significant 10-year deal with the Department of Defense (DOD) has been established, along with an agreement with Apple, highlighting the importance of rare earths in various industries [4][11] Group 2 - The DOD's commitment is expected to derisk MP Materials' planned investment in the 10X Facility and expand its rare earth capabilities, potentially leading to more deals [5][12] - However, the company faces execution risks in constructing facilities and needs to secure $1 billion in financing from JPMorgan and Goldman Sachs before the 10X Facility begins commissioning in 2028 [6][7] - As the only fully integrated rare earth materials producer in the U.S., MP Materials holds a significant competitive advantage over other U.S. rare earth producers [12] Group 3 - The partnership with Apple underscores the urgent need for rare earths in manufacturing consumer electronics, healthcare technologies, and defense applications [11] - Investors are divided on whether now is a good time to buy MP Materials, with some suggesting profit-taking while others see potential for further gains [13] - The stock's recent rise may lead to a leveling off or pullback, making it crucial for investors to assess their risk tolerance before making decisions [10][13]

Core Viewpoint - July has been a significant month for rare earth mineral stocks, particularly for MP Materials, which saw substantial share price increases following major announcements from the Department of Defense and a partnership with Apple [1][2]. Group 1: MP Materials - MP Materials' shares surged nearly 51% after announcing a multi-billion-dollar commitment from the Department of Defense on July 10 [1]. - Following a $500 million partnership with Apple to supply 100% recycled rare earth magnets, shares rose another 20% on July 15 [1]. Group 2: Critical Metals - Critical Metals' stock rose 7% after MP's DOD deal and saw a significant increase on July 15 due to its own announcement regarding drilling at the Tanbreez Rare Earth Project in Greenland [2][3]. - The company expects the newly installed drilling rig to enhance its Mineral Resource Estimate (MRE), which could increase the project's value [3]. - Shares rose nearly 34% following the drilling announcement, with production expected to start in 2026 [4]. Group 3: Ramaco Resources - Ramaco Resources' shares increased nearly 73% since the announcement of MP's DOD deal, with notable rises of 30% on July 10 and 15% on July 14 and 15 [6]. - The company is focusing on its Brook Mine in Wyoming, which has substantial quantities of rare earth elements and is expected to be commercially viable [8]. - If operational, the Brook Mine could meet 30% of the U.S. defense industry's demand for rare earth magnets [9]. Group 4: USA Rare Earth - USA Rare Earth's shares rose approximately 59% since July 10, despite not releasing new information, likely benefiting from the momentum of MP Materials [10][11]. - The company is developing a vertically integrated rare-earth supply chain in the U.S., including a magnet production facility in Oklahoma and a planned mine in Texas [12].