Rare Earth Exchanges

Highlights

• Impossible Metals aims to deliver essential metals using innovative technology.
• Deep sea mining has a long history but is evolving with new tech.
• The company uses autonomous robots to minimize environmental impact.
• Polymetallic nodules are abundant on the seabed and easy to collect.
• Seabed mining is heavily regulated, similar to land mining.
• The economic model suggests deep sea mining could be significantly cheaper than la...

Highlights

• The supply chain for rare earths is critical to modern technology.
• Rare earths are not actually rare; they are recoverable from known ores.
• The economic viability of rare earth mining is a significant challenge.
• Light and heavy rare earth elements serve different purposes in technology.
• Innovations in precision mining can reduce environmental impact.
• National labs play a crucial role in developing new technologies for rare...

Highlights

• 2025 was a year of unprecedented activity in the rare earth sector.
• The U.S. is recognizing the need for industrial policy in supply chains.
• Recycling and innovative technologies are crucial for future supply chains.
• The Pentagon's ban on Chinese magnets is a significant policy shift.
• Public sentiment is optimistic about Western supply chains rising.
• The bottleneck in rare earth supply is more about refining than minin...

HIGHLIGHTS

• Chara Technologies aims to create rare earth free motors for EVs.
• The reliance on rare earth elements poses significant supply chain risks.
• The global market for traction motors is approximately $35 billion.
• Reluctance motors offer a different method of torque generation compared to traditional motors.
• Chara's motors are heavier but offer competitive efficiency.
• Intellectual property in software algorithms is a key com...

HIGHLIGHTS

• Malaysia has significant reserves of rare earth elements.
• The country is focusing on sustainable and environmentally friendly extraction methods.
• Environmental concerns are now prioritized in Malaysia's mining sector.
• Technological advancements are crucial for the development of the RE sector.
• Collaboration with international firms is essential for progress.
• Malaysia's geological diversity offers various types of R...

HIGHLIGHTS

• Tactical Resources focuses on American assets for domestic production.
• The Peak Project is strategically located in Texas, enhancing supply chain security.
• Clean processing is a key pillar of Tactical's operational strategy.
• The demand for rare earths is driven by various tech-enabled industries.
• Tactical is one of the few near-term solutions for US rare earth supply.
• The geological advantages of the Peak Project allow for...

HIGHLIGHTS

• Phoenix Tailings focuses on extracting rare earths from mining waste.
• The company has raised $90 million to date.
• Nick Myers emphasizes the importance of midstream processing.
• The oxide to metal conversion is a key area of focus.
• Collaboration within the industry is crucial for success.
• Industrial policy is needed to support the rare earth sector.
• Recent changes in the market have galvanized interest in rare earths.
• Scaling ...

HIGHLIGHTS

• ACE Clean is focused on creating a cleaner, safer way to recycle batteries.
• Nishchay Chadha has nearly two decades of experience in the mining and commodities sector.
• Lead batteries are highly recyclable, with 60-70% coming from recycled sources.
• The non-smelting process uses organic chemicals and operates at room temperature.
• ACE Clean's technology is modular, allowing for gradual implementation in existing facilitie...

HIGHLIGHTS

• Enedym aims to reduce dependence on rare earth metals.
• The electric motor industry is massive, with millions produced daily.
• Switch reluctance motors can eliminate the need for rare earth metals.
• Enedym has developed a comprehensive software platform for motor design.
• The company has benchmarked its motors against existing technologies.
• Two-wheelers and industrial vehicles are key target markets.
• Building trust with OEMs is...

HIGHLIGHTS

• James discovered rare earths while reviving a bankrupt mine.
• The U.S. lacks the capabilities to mine and refine rare earths.
• National security is at risk due to reliance on foreign sources.
• Caldera has a permitted mine with proven resources in Missouri.
• The company can produce significant amounts of heavy rare earths.
• Economic viability is supported by reprocessing existing tailings.
• Partnerships with government and defense...

HIGHLIGHTS

• George Bennett has a rich background in investment banking and mining.
• Rainbow Rare Earths focuses on extracting rare earths from phosphogypsum waste.
• High-grade projects are crucial for economic viability in rare earth mining.
• 95% of exploration companies never reach production.
• Rainbow's project has a projected EBITDA margin of 75%.
• The company is on track to start construction in 2027.
• Floor pricing is essential for ...

Highlights

• Defense Metals has a world-class light rare earth project in British Columbia.
• The project can concentrate from 2.4% in the ground to 50% concentrate grade.
• Permitting timelines are crucial and can take 2-3 years.
• Community engagement is essential for project success.
• The rare earth industry faces significant challenges, including financing and competition from China.
• Investors are increasingly interested in the Western ra...

Highlights

• Buckstop aims to enable a sustainable end of life for electronic devices.
• The company focuses on asset valuation rather than processing or recycling.
• AI plays a crucial role in improving the accuracy of asset valuations.
• The US has a low electronic waste recycling rate compared to other regions.
• Understanding the residual value of assets can drive better recycling practices.
• Buckstop's appraisal engine helps companies ...

HIGHLIGHTS

• Utkarsh Singh's journey reflects a commitment to social welfare and environmental sustainability.
• BatX focuses on recycling critical materials from lithium-ion batteries to promote a circular economy.
• The global lithium supply chain is heavily dominated by China, especially in refining.
• India is poised to become a significant player in battery recycling and critical mineral extraction.
• The technology used by BatX is energ...

Highlights

• AML Magnetics was founded in 1995, focusing on high-energy physics.
• Wade Senti joined AML in 2017, following his father's passing.
• The company aims to reduce labor costs in magnet production.
• Customization is key in the magnet market, presenting both challenges and opportunities.
• The defense sector is a primary target market for AML Magnetics.
• PM wire is a unique process for producing magnets with innovative configurat...

Highlights

• Turkey is strategically located next to Europe, making it a key player in critical minerals.
• The country has a diverse mineral portfolio, but much of it remains untapped.
• Turkey's rare earth deposits are not well understood, with limited downstream processing capabilities.
• Electric vehicle adoption is growing, but infrastructure challenges remain.
• The government is focusing on renewable energy and energy independence.
• ...

Highlights

• Koch Modular specializes in modular EPC for chemical process facilities.
• Liquid-liquid extraction is a key technology for rare earth separation.
• Rare earth elements are challenging to separate due to their similar properties.
• The demand for rare earths has increased significantly in recent years.
• Koch Modular's technology can reduce the footprint and capital expenditure for rare earth processing.
• The company is activel...

Highlights

• Ionic Rare Earths is focused on heavy rare earths and recycling.
• The Makutu asset in Uganda is development-ready and strategically important.
• Heavy rare earths are crucial for military and defense applications.
• The company can sustain a significant portion of US demand for heavy rare earths.
• Recycling technology is gaining traction and is a priority for governments.
• Ionic is building partnerships in Brazil to enhance recyc...

Highlights

• Permitting for projects can take up to 29 years.
• The goal is to reduce permitting timelines to three years.
• 85-90% of rare earth oxides are controlled by China.
• The U.S. is highly dependent on China for rare earth elements.
• A comprehensive industrial policy is needed for independence.
• Emergency funding of $25-50 billion is necessary.
• A crisis may trigger significant government action.
• Private sector involvement is crucial fo...