Separation and Refining
Cracking, leaching, and solvent-extraction separation turn concentrates into individual rare earth oxides — the stage where China's dominance is most complete and where U.S. and allied policy has concentrated since 2019. Light separation (NdPr) is being rebuilt at Mountain Pass, White Mesa, and allied plants; heavy separation (Dy, Tb) remains the tightest constraint.
Stage diagram
Heavy rare earth separation is the chain's tightest chokepoint: Dy and Tb command triple-digit prices per kilogram, were the explicit subject of the 2019 defense determinations, and sit at the center of China's April 2025 export controls. Every operating and planned Western heavy-separation line is tracked on the facility pages feeding this stage.
Materials at this stage: Bastnaesite Concentrate, Monazite Concentrate, Mixed Rare Earth Carbonate, NdPr Oxide, Dysprosium and Terbium Oxides
Facility-line flow trace
| Facility / line | Location | Stage and derived state | Input → output |
|---|---|---|---|
| Energy Fuels White Mesa Mill | Blanding, Utah | Separation | Monazite Concentrate → NdPr Oxide |
| Energy Fuels White Mesa Mill | Blanding, Utah | Separation Under construction | Monazite Concentrate → Dysprosium and Terbium Oxides |
| Lynas USA Seadrift Rare Earths Processing Facility | Seadrift, Texas | Separation Financed | Mixed Rare Earth Carbonate → NdPr Oxide |
| Lynas USA Seadrift Rare Earths Processing Facility | Seadrift, Texas | Separation Financed | Mixed Rare Earth Carbonate → Dysprosium and Terbium Oxides |
| MP Materials Independence Facility | Fort Worth, Texas | Metals & alloys | NdPr Oxide → NdPr Metal, NdFeB Alloy |
| MP Materials Mountain Pass | Mountain Pass, California | Mining & feedstock | Rare Earth Ore → Bastnaesite Concentrate |
| MP Materials Mountain Pass | Mountain Pass, California | Separation | Bastnaesite Concentrate → NdPr Oxide |
| NioCorp Elk Creek | Elk Creek, Nebraska | Mining & feedstock Announced | Rare Earth Ore → NdPr Oxide |
| Phoenix Tailings Exeter metallization facility | Exeter, New Hampshire | Metals & alloys | NdPr Oxide, Dysprosium and Terbium Oxides → NdPr Metal |
| Rare Element Resources Upton Demonstration Plant | Upton, Wyoming | Separation Commissioned | Rare Earth Ore → NdPr Oxide |
| REalloys Tooele Army Depot heavy rare earth facility | Tooele, Utah | Separation Announced | Dysprosium and Terbium Oxides → Dysprosium and Terbium Oxides |
| REEcycle Houston Recycling Facility | Houston, Texas | Recycling Financed | Magnet Scrap and End-of-Life Feedstock → NdPr Oxide, Dysprosium and Terbium Oxides |
| ReElement Technologies Marion Refining Campus | Marion, Indiana | Recycling Under construction | Magnet Scrap and End-of-Life Feedstock → NdPr Oxide, Dysprosium and Terbium Oxides |
| ReElement Technologies Marion Refining Campus | Marion, Indiana | Separation Under construction | Mixed Rare Earth Carbonate → NdPr Oxide, Dysprosium and Terbium Oxides |
| Ucore Louisiana Strategic Metals Complex | Alexandria, Louisiana | Separation Under construction | Mixed Rare Earth Carbonate → NdPr Oxide, Dysprosium and Terbium Oxides |
| USA Rare Earth Round Top Mountain | Sierra Blanca, Texas | Mining & feedstock Announced | Rare Earth Ore → Mixed Rare Earth Carbonate |
| USA Rare Earth Stillwater | Stillwater, Oklahoma | Metals & alloys Financed | NdPr Oxide → NdFeB Alloy |
| Vulcan Elements Durham magnet facility | Durham, North Carolina | Magnets | NdPr Oxide → Sintered NdFeB Magnet |
| Arafura Nolans Rare Earths Project | Nolans site, 135 km north of Alice Springs, Northern Territory | Mining & feedstock Financed | Rare Earth Ore → Monazite Concentrate |
| Arafura Nolans Rare Earths Project | Nolans site, 135 km north of Alice Springs, Northern Territory | Separation Financed | Monazite Concentrate → NdPr Oxide |
| Hastings Yangibana Rare Earths Project | Yangibana, Gifford Creek Station, approximately 250 km northeast of Carnarvon (Stage 2 hydrometallurgical plant planned at Onslow), Western Australia | Mining & feedstock Financed | Rare Earth Ore → Monazite Concentrate |
| Hastings Yangibana Rare Earths Project | Yangibana, Gifford Creek Station, approximately 250 km northeast of Carnarvon (Stage 2 hydrometallurgical plant planned at Onslow), Western Australia | Mining & feedstock Announced | Monazite Concentrate → Mixed Rare Earth Carbonate |
| Iluka Resources Eneabba Rare Earths Refinery | Eneabba, Western Australia | Separation Under construction | Monazite Concentrate → NdPr Oxide, Dysprosium and Terbium Oxides |
| Lynas Kalgoorlie Rare Earths Processing Facility | Kalgoorlie-Boulder (Lot 500 Great Eastern Highway, Yilkari), Western Australia | Mining & feedstock | Monazite Concentrate → Mixed Rare Earth Carbonate |
| Cyclic Materials Kingston Centre of Excellence and Commercial Hub | Kingston, Ontario | Recycling Under construction | Magnet Scrap and End-of-Life Feedstock → Mixed Rare Earth Carbonate |
| Geomega Magnet Recycling Demonstration Plant | Saint-Hubert (Longueuil), Quebec | Recycling Under construction | Magnet Scrap and End-of-Life Feedstock → NdPr Oxide |
| SRC Rare Earth Processing Facility | Saskatoon, Saskatchewan | Separation Under construction | Monazite Concentrate → NdPr Oxide |
| SRC Rare Earth Processing Facility | Saskatoon, Saskatchewan | Metals & alloys | NdPr Oxide → NdPr Metal |
| Torngat Metals Strange Lake Rare Earth Project | Strange Lake (Lac Brisson), Nunavik, Quebec | Mining & feedstock Financed | Rare Earth Ore → Mixed Rare Earth Carbonate |
| Torngat Metals Strange Lake Rare Earth Project | Strange Lake (Lac Brisson), Nunavik, Quebec | Separation Announced | Mixed Rare Earth Carbonate → NdPr Oxide, Dysprosium and Terbium Oxides |
| Ucore RapidSX Commercialization and Demonstration Facility (Kingston) | Kingston, Ontario | Separation | Mixed Rare Earth Carbonate → NdPr Oxide |
| Neo Performance Materials Silmet (Sillamäe) | Sillamäe, Ida-Viru County | Separation | Mixed Rare Earth Carbonate → NdPr Oxide |
| Neo Performance Materials Silmet (Sillamäe) | Sillamäe, Ida-Viru County | Separation Commissioned | Mixed Rare Earth Carbonate → Dysprosium and Terbium Oxides |
| Caremag Lacq | Lacq, Pyrenees-Atlantiques | Separation Under construction | Magnet Scrap and End-of-Life Feedstock, Monazite Concentrate → Dysprosium and Terbium Oxides, NdPr Oxide |
| Solvay La Rochelle | La Rochelle, Charente-Maritime | Separation | Mixed Rare Earth Carbonate → NdPr Oxide |
| Itelyum INSPIREE Ceccano | Ceccano, Lazio | Recycling Announced | Magnet Scrap and End-of-Life Feedstock → NdPr Oxide |
| Santoku Kobe rare earth operations | Kobe, Hyogo | Metals & alloys | NdPr Oxide → NdFeB Alloy, NdPr Metal |
| Santoku Kobe rare earth operations | Kobe, Hyogo | Separation Announced | Mixed Rare Earth Carbonate → NdPr Oxide |
| Shin-Etsu Chemical new domestic rare earth refinery | — | Separation Announced | Mixed Rare Earth Carbonate → NdPr Oxide |
| REEtec RE1 Separation Plant (Herøya) | Porsgrunn (Herøya Industrial Park), Telemark | Separation Under construction | Mixed Rare Earth Carbonate → NdPr Oxide |
| Mkango Pulawy separation plant | Pulawy, Lublin Voivodeship | Separation Announced | Mixed Rare Earth Carbonate → NdPr Oxide, Dysprosium and Terbium Oxides |
| KSM Metals Korean Metals Plant (Ochang) | Ochang Foreign Investment Zone, Cheongju, North Chungcheong (Chungcheongbuk-do) | Metals & alloys | NdPr Oxide → NdPr Metal |
| LKAB ReeMAP (Malmberget/Per Geijer — Luleå Industrial Park) | Luleå, Norrbotten County | Mining & feedstock Announced | Rare Earth Ore → Monazite Concentrate |
| LKAB ReeMAP (Malmberget/Per Geijer — Luleå Industrial Park) | Luleå, Norrbotten County | Separation Under construction | Monazite Concentrate → Mixed Rare Earth Carbonate |
| Ionic Technologies Belfast | Belfast, Northern Ireland | Recycling | Magnet Scrap and End-of-Life Feedstock → NdPr Oxide, Dysprosium and Terbium Oxides |
| Ionic Technologies Belfast | Belfast, Northern Ireland | Recycling Announced | Magnet Scrap and End-of-Life Feedstock → NdPr Oxide, Dysprosium and Terbium Oxides |
| Less Common Metals Ellesmere Port | Ellesmere Port, Cheshire | Metals & alloys | NdPr Oxide → NdPr Metal |
| Pensana Saltend Rare Earth Processing Hub | Saltend, East Yorkshire | Separation Cancelled | Mixed Rare Earth Carbonate → NdPr Oxide |
Sources
- Office of the Federal Register, National Archives · published Jul 25, 2019 · retrieved Aug 11, 2026 · archive
- Holland & Knight LLP · published Apr 4, 2025 · retrieved Aug 11, 2026 · archive
- U.S. Geological Survey · published Jan 1, 2025 · retrieved Aug 11, 2026 · archive