What changed across the Factbook
Generated from dated lifecycle, financial, opportunity, policy, and qualification records, not Git history.
10 U.S.C. 4872 — DoD Restrictions on Chinese-Sourced NdFeB and SmCo Magnets (FY2019 NDAA sec. 871 through FY2024 NDAA sec. 854)
Effective
US antidumping and countervailing duty investigations on Large Diameter Graphite Electrodes from China and India (2026, live)
Announced
DLA Warstopper RFI: Samarium and Gadolinium metal buffer (SP8000_SmCo_RFI)
State change
BIS DPAS Directive Allocation Order — domestic sales requirement for black mass (2026)
Effective
Argosy Rincon Lithium Project
Under construction Argosy Rincon Lithium Project qualifying line
Argosy Rincon Lithium Project
Commercial production Argosy Rincon Lithium Project qualifying line
Cross Lanes Geothermal Lithium Pilot
Cancelled Cross Lanes Geothermal Lithium Pilot qualifying line
EMILI Beauvoir Lithium Project
Permitted EMILI Beauvoir Lithium Project qualifying line
EMILI Beauvoir Lithium Project
Commercial production EMILI Beauvoir Lithium Project qualifying line
Freiberger Compound Materials Freiberg wafer plant
GaAs crystal and wafer line
Guben Lithium Hydroxide Converter
Permitted Guben Lithium Hydroxide Converter qualifying line
Guben Lithium Hydroxide Converter
Commercial production Guben Lithium Hydroxide Converter qualifying line
Kyma Technologies Raleigh gallium-nitride substrate operation
Gallium-nitride crystal and wafer line
POSCO HY Clean Metal Gwangyang Recycling Plant
POSCO HY Clean Metal Gwangyang Recycling Plant qualifying line
Prairie Lithium Saskatchewan DLE Facility
Under construction Prairie Lithium Saskatchewan DLE Facility qualifying line
Prairie Lithium Saskatchewan DLE Facility
Commercial production Prairie Lithium Saskatchewan DLE Facility qualifying line
Toyota Tsusho Lithium Naraha Plant
Idled Toyota Tsusho Lithium Naraha Plant qualifying line
Umicore Quapaw germanium materials plant
Germanium recycling line
Umicore Quapaw germanium materials plant
Germanium zone-refining line
Umicore Quapaw germanium materials plant
Germanium tetrachloride line
Umicore Quapaw germanium materials plant
Germanium crystal and optical-material line
Viridian Lithium Lauterbourg Refinery
Announced Viridian Lithium Lauterbourg Refinery qualifying line
Viridian Lithium Lauterbourg Refinery
Commercial production Viridian Lithium Lauterbourg Refinery qualifying line
Tokai COBEX Savoie BAM4EVER Battery Anode Material Plant (Vénissieux)
BAM4EVER (Phase I&II) battery anode material line
DOE CMEI PROSPECT Program — Notice of Intent (DE-FOA-0003662)
State change
EXIM Approval of an Approximately $25 Million Direct Loan to Westwater Resources for the Kellyton Graphite Plant (August 2026)
Conditional commitment
BIS DPAS Directive Allocation Order — domestic sales requirement for black mass (2026)
Announced
US antidumping and countervailing duty investigations on Large Diameter Graphite Electrodes from China and India (2026, live)
Effective
Energy Fuels White Mesa Mill
Under construction Heavy rare earth (Tb/Dy oxide) expansion
Sal de Vida Lithium Carbonate Project
Sal de Vida Lithium Carbonate Project qualifying line
Sal de Vida Lithium Carbonate Project
Commercial production Sal de Vida Lithium Carbonate Project qualifying line
DOE Critical Minerals and Materials Accelerator (DE-FOA-0003589)
State change
Renascor Purified Spherical Graphite Facility, Bolivar
Commissioned PSG demonstration plant (HF-free purification)
Syrah Balama Graphite Operation
Open-pit mine and flotation concentrator
Alcoa Wagerup gallium project
Announced Wagerup gallium recovery project
JOGMEC participation in the Wagerup gallium project
Definitive agreement
DLA Warstopper RFI: Samarium and Gadolinium metal buffer (SP8000_SmCo_RFI)
Deadline change
Belgian consideration of Umicore germanium prefinancing
Announced
Teck Trail Operations strategic-metals lines
Trail germanium recovery line
Teck Trail Operations strategic-metals lines
Announced Trail proposed gallium recovery line
Strategic Investment Agreement for Teck Trail
Definitive agreement
Shin-Etsu Chemical rare earth magnet operations (Takefu)
Sintered NdFeB magnet production
Coal-byproduct critical-minerals pilot selections
State change
Westwater Kellyton Graphite Plant
Under construction Phase I CSPG plant (under construction)
Westwater Kellyton Graphite Plant
R&D lab and CSPG qualification line
REalloys Tooele Army Depot heavy rare earth facility
Announced Dysprosium and terbium refining
Kilbourne Graphite Purification Plant, Anniston Army Depot
Announced Kilbourne purification circuit, secondary site (conditionally leased)
Kilbourne Graphite Purification Plant, Anniston Army Depot
Announced Kilbourne CSPG finishing, secondary site (conditionally leased)
Kilbourne Graphite Purification Plant, Pine Bluff Arsenal
Announced Kilbourne purification circuit, primary site (conditionally leased)
Kilbourne Graphite Purification Plant, Pine Bluff Arsenal
Announced Kilbourne CSPG finishing, primary site (conditionally leased)
U.S. Army conditional Enhanced Use Lease award to REalloys at Tooele Army Depot
Conditional commitment
ReElement Technologies Marion Refining Campus
Under construction Rare earth elements recycled-feedstocks line
ReElement Technologies Marion Refining Campus
Under construction Rare earth elements primary-feedstocks separation line
ARPA-E MAGNITO — Magnetic Acceleration Generating New Innovations and Tactical Outcomes (DE-FOA-0003590)
State change
Office of Strategic Capital $725 million conditional loan commitment with Energy Fuels
Conditional commitment
Phoenix Tailings Exeter metallization facility
Rare earth metallization (oxide to metal)
Office of Strategic Capital $500 million conditional loan commitment with Phoenix Tailings
Conditional commitment
E3 Lithium Clearwater Demonstration
E3 Lithium Clearwater Demonstration qualifying line
Shin-Etsu Chemical new domestic rare earth refinery
Announced Rare earth refining (new build)
Nyrstar Hobart proposed germanium recovery
Announced Proposed germanium recovery line
Australian support package for Nyrstar feasibility work
Definitive agreement
NRCan GPI Executed Contribution Agreement for E3 Clearwater
Definitive agreement
Rare Element Resources Upton Demonstration Plant
Commissioned Rare earth processing and separation demonstration line
Daido Electronics Nakatsugawa NdFeB magnet plant
Hot-worked and bonded NdFeB magnet production
RIGI Resolution 825/2026 for Cauchari-Olaroz Expansion
Definitive agreement
Trelavour Lithium Project
Announced Trelavour Lithium Project qualifying line
Trelavour Lithium Project
Commercial production Trelavour Lithium Project qualifying line
USA Rare Earth Stillwater
Financed Rare earth metallization and strip-casting (CHIPS-funded, planned)
CHIPS incentives — USA Rare Earth (up to $277 million)
Definitive agreement
CHIPS loan agreement — USA Rare Earth (up to $1.3 billion)
Definitive agreement
DOE Rare Earth Elements Demonstration Facility (DE-FOA-0003587)
State change
DLA Strategic Materials Broad Agency Announcement (SP800026BBAA0)
State change
DLA Strategic Materials Broad Agency Announcement (SP800026BBAA0)
Amendment
Albemarle Kemerton Lithium Hydroxide Plant
Albemarle Kemerton Lithium Hydroxide Plant qualifying line
Albemarle Kemerton Lithium Hydroxide Plant
Commercial production Albemarle Kemerton Lithium Hydroxide Plant qualifying line
Covalent Lithium Mt Holland-Kwinana Atomic Project
Covalent Lithium Mt Holland-Kwinana Atomic Project qualifying line
Covalent Lithium Mt Holland-Kwinana Atomic Project
Commercial production Covalent Lithium Mt Holland-Kwinana Atomic Project qualifying line
Pilgangoora Spodumene Concentrate Expansion
Pilgangoora Spodumene Concentrate Expansion qualifying line
Tianqi Lithium Kwinana Refinery
Tianqi Lithium Kwinana Refinery qualifying line
Tianqi Lithium Kwinana Refinery
Commercial production Tianqi Lithium Kwinana Refinery qualifying line
DLA NdFeB magnet block delivery order to E-VAC Magnetics, May 2026
Obligated
DLA NdFeB magnet block delivery order to Noveon Magnetics, May 2026
Obligated
DLA Warstopper RFI: Samarium and Gadolinium metal buffer (SP8000_SmCo_RFI)
State change
Arafura Nolans Rare Earths Project
Financed Mining and beneficiation
Arafura Nolans Rare Earths Project
Financed Extraction and separation (NdPr oxide)
Export Finance Australia equity investment of approximately A$140 million in Arafura (Nolans project)
Obligated
Export Finance Australia debt commitment of up to A$700 million to Arafura (Nolans project)
Conditional commitment
Advanced Magnet Lab Florida
Financed PM-Wire sintered NdFeB magnet manufacturing
NMG Matawinie Graphite Mine
Under construction Open-pit mine and concentrator
DLA qualification contract to Advanced Magnet Lab, May 2026
Obligated
Natural Resources Canada Energy Innovation Program Funding for an Electric Loader at Matawinie (May 2026)
Announced
Government of Canada Offtake Agreement for 30,000 t/y of Matawinie Graphite Concentrate (2026)
Definitive agreement
DOE Critical Material Innovation, Efficiency, and Alternatives (DE-FOA-0003105)
State change
Santoku Kobe rare earth operations
Rare earth metal and magnet alloy production
COALIA Thetford Spodumene Demonstration
COALIA Thetford Spodumene Demonstration qualifying line
NORAM Richmond Lithium Hydroxide Demonstration Plant
Under construction NORAM Richmond Lithium Hydroxide Demonstration Plant qualifying line
NORAM Richmond Lithium Hydroxide Demonstration Plant
Commercial production NORAM Richmond Lithium Hydroxide Demonstration Plant qualifying line
South West Arkansas Lithium Project
Permitted South West Arkansas Lithium Project qualifying line
South West Arkansas Lithium Project
Commercial production South West Arkansas Lithium Project qualifying line
DOE IIJA Section 40207 Battery Materials Processing & Battery Manufacturing and Recycling NOFO, Round 3 (DE-FOA-0003585)
State change
Graphinex Townsville Graphite-to-Anode Demonstration Facility
Demonstration graphite purification
Graphinex Townsville Graphite-to-Anode Demonstration Facility
Demonstration anode material finishing
DOE IIJA Section 40207 Battery Materials Processing & Battery Manufacturing and Recycling NOFO, Round 3 (DE-FOA-0003585)
Q&A posted
Talga Luleå Anode Refinery and EVA Qualification Plant
EVA qualification pilot plant
Talga Luleå Anode Refinery and EVA Qualification Plant
Announced Anode refinery purification (planned)
Talga Luleå Anode Refinery and EVA Qualification Plant
Announced Anode refinery particle shaping (planned)
Talga Luleå Anode Refinery and EVA Qualification Plant
Announced Anode refinery coating and finishing (planned)
Mangrove Lithium Delta Refinery
Commissioned Mangrove Lithium Delta Refinery qualifying line
Mangrove Lithium Delta Refinery
Commercial production Mangrove Lithium Delta Refinery qualifying line
Atlantic Alumina Gramercy gallium pilot
Announced Continuous gallium recovery pilot
Found Energy Charleston gallium pilot
Announced Direct Bayer Extraction pilot
Indium Corporation Clinton gallium recycling pilot
Announced Gallium scrap recycling pilot
Kunin Technologies Chattanooga gallium pilot
Announced Gallium-bearing metal-stream recovery pilot
TRACE-Ga project selections
State change
Neo Performance Materials Silmet (Sillamäe)
Commissioned Heavy rare earth separation (small-scale line)
US antidumping and countervailing duty investigations on Large Diameter Graphite Electrodes from China and India (2026, live)
Announced
Altilium ACT3 Black-Mass Refinery (Plymouth)
Financed ACT3 EcoCathode black-mass refining line
Altilium ACT3 Black-Mass Refinery (Plymouth)
Announced ACT3 separated-lithium recovery line
Cross Lanes Geothermal Lithium Pilot
Announced Cross Lanes Geothermal Lithium Pilot qualifying line
DRIVE35 Scale-Up Fund GBP 18.5 Million Grant to Altilium for the ACT3 Plant in Plymouth (April 2026)
Announced
DRIVE35 Scale-Up Fund GBP 18.5 Million Grant to Altilium for the ACT3 Plant in Plymouth (April 2026)
Definitive agreement
Canada Growth Fund ~C$113 Million Private Placement in Nouveau Monde Graphite (April 2026)
Definitive agreement
Section 48C Advanced Energy Project Tax Credits Certified for NOVONIX Riverside (April 2026)
Obligated
DOE Critical Minerals and Materials Accelerator (DE-FOA-0003589)
State change
RIGI Resolution 431/2026 for Fenix Expansion
Definitive agreement
ABTC Sparks Battery Recycling Facility
Under construction ABTC Sparks Battery Recycling Facility qualifying line
Silver Peak Lithium Carbonate Operation
Silver Peak Lithium Carbonate Operation qualifying line
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Rescinded
Santoku Kobe rare earth operations
Announced Rare earth refining (new build, JOGMEC-funded)
JOGMEC Critical Minerals Grant to Santoku (JFY2026, rare earth refining)
Announced
JOGMEC Critical Minerals Grant to Shin-Etsu Chemical (JFY2026, rare earth refining)
Announced
International Graphite Collie Micronising Facility
Pilot micronising and qualification plant
Nippon Chemical Industrial Iwaki Lithium Recovery Pilot
Commissioned Nippon Chemical Industrial Iwaki Lithium Recovery Pilot qualifying line
NRCan/CED Interest-Free Repayable Contribution of up to C$6.225 Million for the Lac des Iles Pit Extension (August 2025)
Disbursement
Kings Mountain Spodumene Concentrate Project
Permitted Kings Mountain Spodumene Concentrate Project qualifying line
USA Rare Earth Stillwater
Commissioned Sintered NdFeB magnet production (Phase 1a commercial line; CHIPS-funded expansion)
Export Development Canada and Canada Infrastructure Bank Senior Secured Project Debt Commitment for Matawinie (2026)
Conditional commitment
Government of Canada Offtake Agreement for 30,000 t/y of Matawinie Graphite Concentrate (2026)
Conditional commitment
DFC Pathway to a Strategic Equity Interest in Syrah Resources (March 2026)
Announced
DIBC RPP-CM-26-01: Domestic Processing Capabilities of Critical Minerals
State change
US antidumping and countervailing duty investigations on Large Diameter Graphite Electrodes from China and India (2026, live)
Announced
Nemaska Lithium Becancour Conversion Plant
Under construction Nemaska Lithium Becancour Conversion Plant qualifying line
Nemaska Lithium Becancour Conversion Plant
Commercial production Nemaska Lithium Becancour Conversion Plant qualifying line
DOE IIJA Section 40207 Battery Materials Processing & Battery Manufacturing and Recycling NOFO, Round 3 (DE-FOA-0003585)
State change
Aichi Steel magnet operations
MAGFINE anisotropic bonded NdFeB magnet production
POSCO Future M Pohang Artificial Graphite Anode Plant
Artificial graphite anode graphitization line
Rock Tech Red Rock Lithium Converter
Announced Rock Tech Red Rock Lithium Converter qualifying line
Rock Tech Red Rock Lithium Converter
Commercial production Rock Tech Red Rock Lithium Converter qualifying line
Nouryon La Porte high-purity metalorganics plant
Trimethylgallium production line
Rio Tinto Vaudreuil gallium demonstration
Announced Vaudreuil Bayer-liquor gallium demonstration
Conditionally approved NRCan support for Rio Tinto gallium
Conditional commitment
USTDA Monte Muambe support excludes the gallium workstream
Announced
DIBC RPP-CM-26-01: Domestic Processing Capabilities of Critical Minerals
State change
NMG Bécancour Battery Material Plant
Announced Purification unit (planned)
NMG Bécancour Battery Material Plant
Announced Shaping unit (planned)
NMG Bécancour Battery Material Plant
Announced Coating unit and active anode material output (planned)
US antidumping and countervailing duty investigations on Large Diameter Graphite Electrodes from China and India (2026, live)
Announced
Nemaska Whabouchi Spodumene Concentrator
Under construction Nemaska Whabouchi Spodumene Concentrator qualifying line
Quebec Final Nemaska Lithium Equity Investment
Definitive agreement
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Announced
Maricunga Codelco-Rio Tinto Atomic Lithium Project
Announced Maricunga Codelco-Rio Tinto Atomic Lithium Project qualifying line
Codelco-Rio Tinto Maricunga Signed CEOL and Partnership
Definitive agreement
Geomega Magnet Recycling Demonstration Plant
Under construction NdFeB magnet recycling demonstration line
DPA Title III investment in Umicore Quapaw
Definitive agreement
5N Plus St. George germanium refinery
Germanium zone-refining line
Ionic Technologies Belfast
Demonstration plant - magnet recycling and separation (operating)
Ionic Technologies Belfast
Announced Commercial magnet recycling plant (announced; pre-FID, not built)
UK DRIVE35 GBP 12 million capital grant Offer in Principle to Ionic Technologies (Belfast commercial plant)
Conditional commitment
USA Rare Earth Round Top Mountain
Announced Mining and processing (planned)
USA Rare Earth Stillwater
Announced Rare earth metallization and strip-casting (CHIPS-funded, planned)
CHIPS incentives — USA Rare Earth (up to $277 million)
Announced
CHIPS loan agreement — USA Rare Earth (up to $1.3 billion)
Announced
DOE Rare Earth Elements Demonstration Facility (DE-FOA-0003587)
State change
Cyclic Materials Kingston Centre of Excellence and Commercial Hub
Under construction Kingston commercial Hub (REEPure hydrometallurgical recycling)
Lift One Estarreja Lithium Refinery
Announced Lift One Estarreja Lithium Refinery qualifying line
Canada Growth Fund US$25 million preferred equity investment in Cyclic Materials
Obligated
Noveon Magnetics San Marcos
Sintered NdFeB magnet production with recycled feed
HyProMag Tyseley Energy Park
HPMS magnet recycling and sintered magnet manufacture
METLEN Agios Nikolaos gallium project
Announced Agios Nikolaos gallium production facility
Section 232 Action on Processed Critical Minerals and Derivative Products (EO 14272 and Proclamation 11001)
Amended
Altoandinos ENAMI-Rio Tinto Atomic Lithium Project
Announced Altoandinos ENAMI-Rio Tinto Atomic Lithium Project qualifying line
ENAMI-Rio Tinto Altoandinos Executed Partnership
Definitive agreement
Section 301 tariff increase on Chinese natural graphite to 25 percent, effective 1 January 2026
Effective
Renascor Purified Spherical Graphite Facility, Bolivar
Under construction PSG demonstration plant (HF-free purification)
SQM Salar del Carmen Lithium Chemical Plant
SQM Salar del Carmen Lithium Chemical Plant qualifying line
SQM Salar del Carmen Lithium Chemical Plant
Commercial production SQM Salar del Carmen Lithium Chemical Plant qualifying line
SQM Salar del Carmen Lithium Chemical Plant
Commercial production SQM Salar del Carmen Lithium Chemical Plant qualifying line
Lattice Materials Bozeman germanium plant
Announced Germanium scrap-to-metal line
Lattice Materials Bozeman germanium plant
Optical-grade germanium crystal line
EIB loan for METLEN gallium production
Definitive agreement
Fortum Battery Recycling Harjavalta Hydrometallurgical Plant
Closed-loop hydrometallurgical black-mass recycling
DPA Title III investment in 5N Plus germanium refining
Definitive agreement
e-VAC Magnetics Sumter
Sintered NdFeB permanent magnet production
ARPA-E MAGNITO — Magnetic Acceleration Generating New Innovations and Tactical Outcomes (DE-FOA-0003590)
State change
DOE Rare Earth Elements Demonstration Facility (DE-FOA-0003587)
State change
Office of Strategic Capital $80 million direct loan to ReElement Technologies
Conditional commitment
Office of Strategic Capital $620 million direct loan to Vulcan Elements
Conditional commitment
ElementUS Gramercy demonstration facility
Announced Bauxite-residue gallium recovery demonstration
Northern Graphite Lac des Îles Mine
Idled Open-pit mine and concentrator
Vianode Via TWO Synthetic Graphite Plant, St. Thomas
Announced Via TWO synthetic graphite production (planned)
DPA Title III award to ElementUS
Definitive agreement
Less Common Metals Ellesmere Port
Rare earth metal making
Less Common Metals Ellesmere Port
Strip cast NdFeB alloy production
DLA Strategic Materials natural graphite flake IDIQ (SP8000-25-F-0013)
State change
China's export controls on graphite items (MOFCOM/GAC Announcement No. 39 of 2023 and later measures)
Amended
Temporary suspension of provision 2 of China Announcement No. 46
Amended
DLA Strategic Materials natural graphite flake IDIQ (SP8000-25-F-0013)
Deadline change
China's export controls on graphite items (MOFCOM/GAC Announcement No. 39 of 2023 and later measures)
Amended
China export controls on seven medium/heavy rare earths and related magnet items (April 2025, as amended)
Amended
USGS/Interior Critical Minerals List — 2018, 2022, and 2025 Revisions
Amended
Vulcan Elements Durham magnet facility
Sintered NdFeB magnet manufacturing
Office of Strategic Capital $80 million direct loan to ReElement Technologies
Announced
CHIPS incentives letter of intent — Vulcan Elements ($50 million)
Announced
Office of Strategic Capital $620 million direct loan to Vulcan Elements
Announced
US-China trade frameworks touching rare earth export licensing (2025-2026)
Announced
NRCan GPI and FedDev Ontario conditional approval for Ucore Kingston Sm/Gd refinery (up to $36.3 million)
Conditional commitment
ARPA-E MAGNITO — Magnetic Acceleration Generating New Innovations and Tactical Outcomes (DE-FOA-0003590)
Amendment
Phoenix Tailings Exeter metallization facility
Commissioned Rare earth metallization (oxide to metal)
Korea Zinc Onsan gallium and germanium projects
Announced Onsan gallium recovery line
Korea Zinc Onsan gallium and germanium projects
Announced Onsan germanium-dioxide line
DOE MESC Bipartisan Infrastructure Law Grant to Anovion LLC, Terminated October 2025
Cancelled
Pensana Saltend Rare Earth Processing Hub
Cancelled Rare earth separation hub (project shelved October 2025)
China's export controls on graphite items (MOFCOM/GAC Announcement No. 39 of 2023 and later measures)
Amended
China export controls on seven medium/heavy rare earths and related magnet items (April 2025, as amended)
Amended
NOVONIX Riverside Synthetic Graphite Facility
Commissioned Continuous graphitization
DPA Title III investment in Lattice Materials
Definitive agreement
SQM-NovaAndino Salar de Atacama Lithium Recovery
SQM-NovaAndino Salar de Atacama Lithium Recovery qualifying line
CORFO SQM-Codelco Atacama Continuity Contracts
Definitive agreement
Neo Performance Materials Narva Magnet Plant
Commissioned Sintered NdFeB permanent magnet production (Phase 1A)
EU Just Transition Fund EUR 14.5 million for Neo Performance Materials' Narva magnet plant
Obligated
Tres Quebradas Lithium Carbonate Project
Tres Quebradas Lithium Carbonate Project qualifying line
ReElement Technologies Marion Refining Campus
Financed Rare earth elements primary-feedstocks separation line
Saltworks Richmond Lithium Demonstration Facility
Saltworks Richmond Lithium Demonstration Facility qualifying line
Saltworks Richmond Lithium Demonstration Facility
Commercial production Saltworks Richmond Lithium Demonstration Facility qualifying line
DoD IBAS $2 million investment in ReElement Technologies
Announced
Iluka Resources Eneabba Rare Earths Refinery
Under construction Rare earth refining and separation (light and heavy)
Hombre Muerto Oeste Lithium Project
Under construction Hombre Muerto Oeste Lithium Project qualifying line
RIGI Resolution 1271/2025 for Hombre Muerto Oeste
Definitive agreement
Northern Graphite Lac des Îles Mine
Open-pit mine and concentrator
NRCan/CED Interest-Free Repayable Contribution of up to C$6.225 Million for the Lac des Iles Pit Extension (August 2025)
Definitive agreement
ARPA-E MAGNITO — Magnetic Acceleration Generating New Innovations and Tactical Outcomes (DE-FOA-0003590)
State change
DLA Strategic Materials natural graphite flake IDIQ (SP8000-25-F-0013)
State change
DOE IIJA Section 40207 Battery Materials Processing & Battery Manufacturing and Recycling NOFO, Round 3 (DE-FOA-0003585)
State change
Hycamite Kokkola Methane-Pyrolysis Graphite Plant
Announced Methane-pyrolysis battery graphite line (Kokkola Industrial Park)
UP Catalyst CO2Graphite Plant
Financed CO2Graphite molten-salt CO2-to-graphite line (early/pilot)
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Effective
MP Materials 10X Facility
Announced Sintered NdFeB magnet manufacturing (10X campus)
Business Finland EUR 84.6 Million Grant to Fortum Battery Recycling for the Harjavalta Expansion (July 2025)
Conditional commitment
DoD $400 Million Preferred Equity Investment in MP Materials (July 2025)
Definitive agreement
DoD 10-Year 100% Magnet Offtake Commitment for the MP Materials 10X Facility (July 2025)
Definitive agreement
DoD $110/kg NdPr Price Floor Commitment for MP Materials (July 2025)
Definitive agreement
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Amended
Liberty Owl Smackover Lithium Project
Announced Liberty Owl Smackover Lithium Project qualifying line
DOE Award for Kings Mountain Lithium Processing Project
Definitive agreement
Canada Infrastructure Bank CA$55 million enabling-infrastructure loan to Torngat Metals
Definitive agreement
Torngat Metals Strange Lake Rare Earth Project
Financed Strange Lake open-pit mine and concentration plant (planned)
Export Development Canada CA$110 million bridge loan to Torngat Metals
Definitive agreement
Canada Infrastructure Bank CA$55 million enabling-infrastructure loan to Torngat Metals
Obligated
Cyclic Materials Kingston Centre of Excellence and Commercial Hub
Announced Kingston commercial Hub (REEPure hydrometallurgical recycling)
US-China trade frameworks touching rare earth export licensing (2025-2026)
Announced
Rio Tinto Rincon Battery-Grade Lithium Carbonate Project
Under construction Rio Tinto Rincon Battery-Grade Lithium Carbonate Project qualifying line
Rio Tinto Rincon Battery-Grade Lithium Carbonate Project
Commercial production Rio Tinto Rincon Battery-Grade Lithium Carbonate Project qualifying line
RIGI Resolution 735/2025 for Rincon
Definitive agreement
DoD follow-on production award — Ucore ($18.4 million)
Obligated
Argosy Rincon Lithium Project
Under construction Argosy Rincon Lithium Project qualifying line
Cauchari-Olaroz Lithium Carbonate Operation
Cauchari-Olaroz Lithium Carbonate Operation qualifying line
Centenario-Ratones Lithium Carbonate Operation
Centenario-Ratones Lithium Carbonate Operation qualifying line
Fenix Lithium Carbonate Operation
Fenix Lithium Carbonate Operation qualifying line
Olaroz Lithium Carbonate Operation
Olaroz Lithium Carbonate Operation qualifying line
Sal de Los Angeles Lithium Project
Under construction Sal de Los Angeles Lithium Project qualifying line
Sal de Oro Lithium Carbonate Line
Under construction Sal de Oro Lithium Carbonate Line qualifying line
Sal de Oro Lithium Hydroxide Line
Sal de Oro Lithium Hydroxide Line qualifying line
Sal de Oro Lithium Hydroxide Line
Commercial production Sal de Oro Lithium Hydroxide Line qualifying line
Sal de Vida Lithium Carbonate Project
Under construction Sal de Vida Lithium Carbonate Project qualifying line
Tres Quebradas Lithium Carbonate Project
Under construction Tres Quebradas Lithium Carbonate Project qualifying line
DLA Strategic Materials natural graphite flake IDIQ (SP8000-25-F-0013)
State change
Ucore Louisiana Strategic Metals Complex
Under construction RapidSX rare earth separation (Production Line 1)
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Effective
Ucore Louisiana Strategic Metals Complex
Financed RapidSX rare earth separation (Production Line 1)
DoD follow-on production award — Ucore ($18.4 million)
Announced
US-China trade frameworks touching rare earth export licensing (2025-2026)
Announced
Section 232 Action on Processed Critical Minerals and Derivative Products (EO 14272 and Proclamation 11001)
Announced
Vianode Via ONE Synthetic Anode Graphite Plant (Herøya)
Via ONE synthetic anode graphite line
Solvay La Rochelle
Commissioned Rare earths for permanent magnets production line (inaugurated April 2025)
Solvay La Rochelle
Rare earths for permanent magnets production line (inaugurated April 2025)
Executive Order 14241 — Immediate Measures To Increase American Mineral Production
Amended
China export controls on seven medium/heavy rare earths and related magnet items (April 2025, as amended)
Announced
China export controls on seven medium/heavy rare earths and related magnet items (April 2025, as amended)
Effective
NGC Battery Materials BAM Plant (France, site not stated in source)
Announced Graphite purification (planned)
NGC Battery Materials BAM Plant (France, site not stated in source)
Announced Anode coating and finishing (planned)
Vulcan Elements Durham magnet facility
Commissioned Sintered NdFeB magnet manufacturing
Umicore Olen germanium complex
Germanium recycling and refining line
Umicore Olen germanium complex
High-purity germanium chemicals line
Umicore Olen germanium complex
Germanium crystal and substrate line
Ageli Alsace Geothermal Lithium Project
Ageli Alsace Geothermal Lithium Project qualifying line
Ageli Alsace Geothermal Lithium Project
Commercial production Ageli Alsace Geothermal Lithium Project qualifying line
Cinovec Integrated Lithium Project
Announced Cinovec Integrated Lithium Project qualifying line
Cinovec Integrated Lithium Project
Commercial production Cinovec Integrated Lithium Project qualifying line
NorthCYCLE Battery Recycling Project
Announced NorthCYCLE Battery Recycling Project qualifying line
POLVOLT Battery Recycling Project
Announced POLVOLT Battery Recycling Project qualifying line
Portovesme Critical Raw Materials Hub
Announced Portovesme Critical Raw Materials Hub qualifying line
Executive Order 14241 — Immediate Measures To Increase American Mineral Production
Announced
Caremag Lacq
Financed Rare earth recycling and refining (mixed magnet and concentrate feed)
Caremag Lacq
Under construction Rare earth recycling and refining (mixed magnet and concentrate feed)
French government EUR 106 million support to Caremag (Lacq rare earth recycling and refining plant)
Definitive agreement
JOGMEC and Iwatani investment of up to EUR 110 million in Caremag via Japan France Rare Earth Company
Definitive agreement
Indium Corporation Rome metals operation
Gallium pure-metal line
Indium Corporation Rome metals operation
Germanium pure-metal line
Indium Corporation Utica metals operation
Gallium pure-metal line
Frontier Lithium Thunder Bay Conversion Facility
Announced Frontier Lithium Thunder Bay Conversion Facility qualifying line
Frontier Lithium Thunder Bay Conversion Facility
Commercial production Frontier Lithium Thunder Bay Conversion Facility qualifying line
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Announced
National Reconstruction Fund Kathleen Valley Equity Investment
Definitive agreement
LKAB ReeMAP (Malmberget/Per Geijer — Luleå Industrial Park)
Under construction Apatite-to-critical-minerals processing (Luleå demonstration plant)
MP Materials Independence Facility
NdPr metal and NdFeB alloy production
MP Materials Independence Facility
Commissioned Sintered NdFeB magnet production
Project ATLiS Lithium Hydroxide Plant
Announced Project ATLiS Lithium Hydroxide Plant qualifying line
Project ATLiS Lithium Hydroxide Plant
Commercial production Project ATLiS Lithium Hydroxide Plant qualifying line
Birla Carbon Orangeburg Synthetic Graphite Plant
Financed Continuous heat treatment graphitization (planned)
REEcycle Houston Recycling Facility
Financed E-waste NdFeB magnet rare earth recovery
DOE MESC Bipartisan Infrastructure Law Award to SKI US, Inc. for the Orangeburg Synthetic Graphite Plant (January 2025)
Obligated
DPA Title III award to REEcycle, January 2025
Obligated
DOE SWA Lithium Federal Cost-Share Selection
Conditional commitment
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Announced
NOVONIX Enterprise South Synthetic Graphite Plant
Announced Synthetic graphite manufacturing (planned)
GALLICAM Battery-Material Recovery Project
Under construction GALLICAM Battery-Material Recovery Project qualifying line
Rhyolite Ridge Lithium Carbonate Project
Under construction Rhyolite Ridge Lithium Carbonate Project qualifying line
SungEel Hydro Center 3 Saemangeum
SungEel Hydro Center 3 Saemangeum qualifying line
DOE Title 17 Closed Loan Guarantee for Rhyolite Ridge
Definitive agreement
Section 48C Advanced Energy Project Tax Credit Award to Syrah for the Vidalia Further Expansion (January 2025)
Obligated
Keliber Lithium Integrated Project
Under construction Keliber Lithium Integrated Project qualifying line
Keliber Lithium Integrated Project
Commercial production Keliber Lithium Integrated Project qualifying line
US Treasury treatment of graphite as an impracticable-to-trace battery material under the section 30D foreign-entity-of-concern rules
Amended
U.S. section 30D/FEOC and section 45X rules for lithium feedstocks and chemicals
Amended
DOE MESC Bipartisan Infrastructure Law Award to Urbix (now Allied Graphite) for a Commercial CSPG Plant at Muscle Shoals (2024)
Obligated
Mitsubishi Chemical Kagawa Plant Natural-Graphite Anode Line
Announced Natural graphite anode material expansion (+11,000 t/y)
Torngat Metals Strange Lake Rare Earth Project
Announced Strange Lake open-pit mine and concentration plant (planned)
Torngat Metals Strange Lake Rare Earth Project
Announced Sept-Iles rare earth separation plant (planned)
US antidumping and countervailing duty investigations on Active Anode Material from China (2024-2026): concluded without orders
Announced
DOE LPO Conditional Commitment for an ATVM Loan of up to US$754.8 Million to NOVONIX for Enterprise South (December 2024)
Conditional commitment
Export Finance Australia A$1.25 billion Critical Minerals Facility loan to Iluka Resources (Eneabba refinery)
Amended
China's export controls on graphite items (MOFCOM/GAC Announcement No. 39 of 2023 and later measures)
Amended
China US-directed dual-use gallium and germanium measure
Effective
POSCO-Pilbara Gwangyang Lithium Hydroxide Plant
Commissioned POSCO-Pilbara Gwangyang Lithium Hydroxide Plant qualifying line
POSCO-Pilbara Gwangyang Lithium Hydroxide Plant
Commercial production POSCO-Pilbara Gwangyang Lithium Hydroxide Plant qualifying line
DFC US$150 Million Loan to Twigg Exploration and Mining for the Balama Graphite Operation (2023-2024)
Disbursement
Li-Cycle Rochester Hub
Under construction Li-Cycle Rochester Hub qualifying line
Li-Cycle Rochester Hub
Commercial production Li-Cycle Rochester Hub qualifying line
DOE ATVM Closed Loan to Li-Cycle Rochester Hub
Definitive agreement
DFC US$150 Million Loan to Twigg Exploration and Mining for the Balama Graphite Operation (2023-2024)
Definitive agreement
Akita Rare Metals gallium and germanium operation
Gallium recycling line
Akita Rare Metals gallium and germanium operation
Germanium recycling line
Talga Nunasvaara South Graphite Mine (Vittangi)
Permitted Nunasvaara South mine and on-site concentrator
EU Innovation Fund EUR 70 Million Grant for Talga's Lulea Anode Refinery (October 2024)
Announced
Vianode Via ONE Synthetic Anode Graphite Plant (Herøya)
Commissioned Via ONE synthetic anode graphite line
Birla Carbon Orangeburg Synthetic Graphite Plant
Announced Continuous heat treatment graphitization (planned)
STL Big Hill germanium recovery plant
Big Hill germanium recovery line
Thacker Pass Phase 1 Lithium Carbonate Project
Under construction Thacker Pass Phase 1 Lithium Carbonate Project qualifying line
Thacker Pass Phase 1 Lithium Carbonate Project
Commercial production Thacker Pass Phase 1 Lithium Carbonate Project qualifying line
DOE ATVM Closed Loan to Lithium Nevada for Thacker Pass
Definitive agreement
Urbix Muscle Shoals CSPG Facility
Announced First commercial CSPG module (announced)
DOE MESC Bipartisan Infrastructure Law Award to Urbix (now Allied Graphite) for a Commercial CSPG Plant at Muscle Shoals (2024)
Announced
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 2 (DE-FOA-0003099)
State change
Section 301 tariff increase on Chinese natural graphite to 25 percent, effective 1 January 2026
Announced
MagREEsource Noyarey (MagFactory programme)
Commissioned Magnet-to-magnet recycling and sintered magnet production
NorGraph Active Anode Materials Plant (Eyde Material Park, Arendal)
Announced Planned graphite Active Anode Materials plant
REEtec RE1 Separation Plant (Herøya)
Under construction RE1 rare earth separation
PrairiesCan contribution to SRC Rare Earth Processing Facility (bastnaesite acquisition and processing)
Obligated
Kathleen Valley Lithium Project
Kathleen Valley Lithium Project qualifying line
METI supply assurance plan 2024永久磁石第3号-1 (Santoku, waste-magnet rare earth recycling)
Definitive agreement
A$5 Million International Partnerships in Critical Minerals Grant to Renascor for the PSG Demonstration Facility (July 2024)
Obligated
US Treasury treatment of graphite as an impracticable-to-trace battery material under the section 30D foreign-entity-of-concern rules
Effective
U.S. section 30D/FEOC and section 45X rules for lithium feedstocks and chemicals
Effective
SRC Rare Earth Processing Facility
Rare earth metal smelting
Tennessee Lithium Hydroxide Plant
Cancelled Tennessee Lithium Hydroxide Plant qualifying line
Tennessee Lithium Hydroxide Plant
Commercial production Tennessee Lithium Hydroxide Plant qualifying line
Lynas Kalgoorlie Rare Earths Processing Facility
Cracking and leaching (mixed rare earth carbonate)
Energy Fuels White Mesa Mill
Phase 1 monazite-to-NdPr oxide separation circuit
10 U.S.C. 4872 — DoD Restrictions on Chinese-Sourced NdFeB and SmCo Magnets (FY2019 NDAA sec. 871 through FY2024 NDAA sec. 854)
Amended
EU Critical Raw Materials Act (Regulation (EU) 2024/1252)
Effective
Lomiko Metals La Loutre Graphite Project
Announced Natural flake graphite project (pre-development)
NRCan Critical Minerals Research, Development and Demonstration Contribution to Lomiko Metals (May 2024)
Obligated
DPA Title III Technology Investment Agreement with Lomiko Metals for La Loutre Graphite Studies (May 2024)
Obligated
Section 301 tariff increase on Chinese natural graphite to 25 percent, effective 1 January 2026
Announced
US Treasury treatment of graphite as an impracticable-to-trace battery material under the section 30D foreign-entity-of-concern rules
Announced
Albemarle Salar de Atacama Lithium Recovery
Albemarle Salar de Atacama Lithium Recovery qualifying line
Albemarle La Negra Lithium Conversion Plant
Albemarle La Negra Lithium Conversion Plant qualifying line
Albemarle La Negra Lithium Conversion Plant
Commercial production Albemarle La Negra Lithium Conversion Plant qualifying line
CORFO-Albemarle Salar de Atacama Contract Amendment
Definitive agreement
Daido Electronics Nakatsugawa NdFeB magnet plant
Financed Hot-worked and bonded NdFeB magnet production
METI supply assurance plan 2024永久磁石第2号-1 (Daido Steel / Daido Electronics, magnet capacity expansion)
Definitive agreement
International Graphite Collie Micronising Facility
Financed Commercial-scale micronising facility (funded, not yet built)
Commonwealth Critical Minerals Development Program Grant of A$4.7 Million to International Graphite (2024)
Announced
Western Australian Government A$6.5 Million for International Graphite at Collie (April 2024)
Announced
Renascor Purified Spherical Graphite Facility, Bolivar
Financed Commercial PSG facility purification (planned)
Renascor Purified Spherical Graphite Facility, Bolivar
Financed Commercial PSG facility particle shaping (planned)
Renascor Siviour Graphite Mine and Concentrator
Financed Siviour open-pit mine and flotation concentrator (planned)
Export Finance Australia Critical Minerals Facility Loan of up to A$185 Million to Renascor Resources (2022, re-approved 2024)
Amended
EU Critical Raw Materials Act (Regulation (EU) 2024/1252)
Announced
Shin-Etsu Chemical rare earth magnet operations (Takefu)
Financed Sintered NdFeB magnet production
Section 48C tax credit allocation to e-VAC Magnetics, 2024
Obligated
METI supply assurance plan 2024永久磁石第1号-1 (Shin-Etsu Chemical, magnet capacity expansion)
Definitive agreement
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 2 (DE-FOA-0003099)
State change
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 2 (DE-FOA-0003099)
Amendment
e-VAC Magnetics Sumter
Under construction Sintered NdFeB permanent magnet production
NRCan CMRDD contribution to SRC Rare Earth Processing Facility (Dy/Tb separation)
Obligated
Ucore RapidSX Commercialization and Demonstration Facility (Kingston)
RapidSX demonstration separation line
NRCan CMRDD contribution to Ucore RapidSX demonstration (Kingston)
Obligated
International Graphite Collie Micronising Facility
Pilot micronising and qualification plant
Syrah Vidalia Active Anode Material Facility
Purification circuit
Syrah Vidalia Active Anode Material Facility
Surface treatment and AAM finishing
MP Materials Mountain Pass
Mining and concentration
MP Materials Mountain Pass
Rare earth separation (light and heavy circuits)
Northern Australia Infrastructure Facility loan of up to A$200 million to Arafura (Nolans project)
Conditional commitment
10 U.S.C. 4872 — DoD Restrictions on Chinese-Sourced NdFeB and SmCo Magnets (FY2019 NDAA sec. 871 through FY2024 NDAA sec. 854)
Amended
DOE demonstration plant award — Rare Element Resources ($21.9 million)
Obligated
China export ban on rare earth extraction, separation, and magnet-making technology (December 2023)
Announced
DOE Critical Material Innovation, Efficiency, and Alternatives (DE-FOA-0003105)
State change
e-VAC Magnetics Sumter
Announced Sintered NdFeB permanent magnet production
DoD $94.1 million agreement with e-VAC Magnetics, 2023
Obligated
Lynas Kalgoorlie Rare Earths Processing Facility
Commissioned Cracking and leaching (mixed rare earth carbonate)
Mitsubishi Materials Onahama Lithium Recycling Pilot
Commissioned Mitsubishi Materials Onahama Lithium Recycling Pilot qualifying line
China's export controls on graphite items (MOFCOM/GAC Announcement No. 39 of 2023 and later measures)
Effective
Orano Battery Recycling Pilots (Bessines-sur-Gartempe)
Commissioned EV battery pre-processing and hydrometallurgy pilots
Imerys British Lithium Pilot and Proposed Plant
Imerys British Lithium Pilot and Proposed Plant qualifying line
Imerys British Lithium Pilot and Proposed Plant
Commercial production Imerys British Lithium Pilot and Proposed Plant qualifying line
Toyota Tsusho Lithium Naraha Plant
Toyota Tsusho Lithium Naraha Plant qualifying line
Toyota Tsusho Lithium Naraha Plant
Commercial production Toyota Tsusho Lithium Naraha Plant qualifying line
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 2 (DE-FOA-0003099)
State change
DOE Selection for Tennessee Lithium
Cancelled
Neo Performance Materials Silmet (Sillamäe)
Light rare earth separation
NOVONIX Riverside Synthetic Graphite Facility
Financed Continuous graphitization
NOVONIX Riverside Synthetic Graphite Facility
Announced Anode material finishing and qualification
DOE MESC Bipartisan Infrastructure Law Grant to NOVONIX Anode Materials for the Riverside Synthetic Graphite Plant (2023)
Obligated
Seongrim Advanced Industry Daegu Magnet Plant
NdFeB permanent magnet production
China's export controls on graphite items (MOFCOM/GAC Announcement No. 39 of 2023 and later measures)
Announced
NRCan CMRDD Contribution to Prairie Lithium
Cancelled
Vacuumschmelze Hanau
Rare earth magnet alloy production
Vacuumschmelze Hanau
Sintered NdFeB permanent magnet production (VACODYM)
Itelyum INSPIREE Ceccano
Announced Rare earth recycling from WEEE permanent magnets
Syrah Vidalia Active Anode Material Facility
Front-end milling and particle shaping
DFC US$150 Million Loan to Twigg Exploration and Mining for the Balama Graphite Operation (2023-2024)
Conditional commitment
DOE Critical Material Innovation, Efficiency, and Alternatives (DE-FOA-0003105)
State change
e-VAC Magnetics Sumter
Financed Sintered NdFeB permanent magnet production
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 2 (DE-FOA-0003099)
State change
Aichi Steel magnet operations
Financed MAGFINE anisotropic bonded NdFeB magnet production
METI supply assurance plan 2023永久磁石第1号-1 (Aichi Steel, rare-earth-saving magnets and capacity expansion)
Definitive agreement
Lynas USA Seadrift Rare Earths Processing Facility
Financed Heavy rare earth separation (planned)
DoD Heavy Rare Earth Separation Contract with Lynas USA (June 2022, Amended August 2023)
Amended
China gallium and germanium export licensing regime
Effective
Green Lithium Teesside Refinery
Permitted Green Lithium Teesside Refinery qualifying line
Green Lithium Teesside Refinery
Commercial production Green Lithium Teesside Refinery qualifying line
DOE MESC Bipartisan Infrastructure Law Grant to Anovion LLC, Terminated October 2025
Obligated
Graphite One Graphite Creek Project
Announced Graphite Creek mine and concentrator (planned)
DPA Title III Technology Investment Agreement with Graphite One for the Graphite Creek Feasibility Study (July 2023)
Obligated
European Investment Bank EUR 150 Million Board-Approved Debt Facility for Talga's Vittangi Anode Project (2023)
Conditional commitment
DoD RapidSX demonstration award — Ucore ($4 million)
Obligated
Anovion Bainbridge Synthetic Graphite Plant
Announced Synthetic graphite anode material plant (planned)
Fortum Battery Recycling Harjavalta Hydrometallurgical Plant
Commissioned Closed-loop hydrometallurgical black-mass recycling
Tennessee Lithium Hydroxide Plant
Announced Tennessee Lithium Hydroxide Plant qualifying line
DOE/NETL BIL Rare Earth Element Demonstration Facility FOA (DE-FOA-0002618)
State change
Geomega Magnet Recycling Demonstration Plant
Announced NdFeB magnet recycling demonstration line
NRCan CMRDD contribution to Geomega magnet recycling demonstration plant
Obligated
NioCorp Elk Creek
Announced Mine and processing plant (planned)
EXIM letter of interest — NioCorp Elk Creek (up to $800 million)
Announced
KSM Metals Korean Metals Plant (Ochang)
Commissioned NdFeB strip alloy casting
NRCan CMRDD Contribution to Prairie Lithium
Definitive agreement
Hastings Yangibana Rare Earths Project
Financed Mining and beneficiation (Yangibana, Stage 1)
Hastings Yangibana Rare Earths Project
Announced Hydrometallurgical plant (Onslow, Stage 2)
Northern Australia Infrastructure Facility increased loan approval of A$220 million to Hastings (Yangibana project)
Conditional commitment
DOE/NETL BIL Rare Earth Element Demonstration Facility FOA (DE-FOA-0002618)
State change
Export Finance Australia Pilgangoora Expansion Loan
Definitive agreement
REEtec RE1 Separation Plant (Herøya)
Financed RE1 rare earth separation
Renascor Siviour Graphite Mine and Concentrator
Permitted Siviour open-pit mine and flotation concentrator (planned)
DOE MESC Bipartisan Infrastructure Law Grant to NOVONIX Anode Materials for the Riverside Synthetic Graphite Plant (2023)
Announced
DOE Selection for Tennessee Lithium
Conditional commitment
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 1 (DE-FOA-0002678)
State change
Anovion Sanborn Synthetic Graphite Plant
Synthetic graphite anode material production
NAIF Pilgangoora P680 Expansion Loan
Definitive agreement
DOE/NETL BIL Rare Earth Element Demonstration Facility FOA (DE-FOA-0002618)
State change
KSM Metals Korean Metals Plant (Ochang)
NdPr metallisation
Syrah Vidalia Active Anode Material Facility
Financed Purification circuit
DOE ATVM Direct Loan to Syrah Technologies for the Vidalia Active Anode Material Facility (July 2022)
Definitive agreement
Pensana Saltend Rare Earth Processing Hub
Under construction Rare earth separation hub (project shelved October 2025)
Pensana Saltend Rare Earth Processing Hub
Financed Rare earth separation hub (project shelved October 2025)
UK Automotive Transformation Fund backing for Pensana's Saltend rare earth processing hub
Announced
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 1 (DE-FOA-0002678)
State change
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 1 (DE-FOA-0002678)
Amendment
Minerals Security Partnership (MSP)
Announced
Lynas USA Seadrift Rare Earths Processing Facility
Financed Heavy rare earth separation (planned)
DoD Heavy Rare Earth Separation Contract with Lynas USA (June 2022, Amended August 2023)
Obligated
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 1 (DE-FOA-0002678)
State change
KSM Metals Korean Metals Plant (Ochang)
Commissioned NdPr metallisation
DOE ATVM Direct Loan to Syrah Technologies for the Vidalia Active Anode Material Facility (July 2022)
Conditional commitment
Iluka Resources Eneabba Rare Earths Refinery
Financed Rare earth refining and separation (light and heavy)
Export Finance Australia A$1.25 billion Critical Minerals Facility loan to Iluka Resources (Eneabba refinery)
Announced
Tokai COBEX Savoie BAM4EVER Battery Anode Material Plant (Vénissieux)
Announced BAM4EVER (Phase I&II) battery anode material line
USGS/Interior Critical Minerals List — 2018, 2022, and 2025 Revisions
Amended
DoD $35 Million Heavy Rare Earth Processing Contract with MP Materials (February 2022)
Obligated
DOE BIL Battery Materials Processing and Battery Manufacturing FOA, Round 1 (DE-FOA-0002678)
State change
Export Finance Australia Critical Minerals Facility Loan of up to US$40 Million to EcoGraf (February 2022)
Conditional commitment
Export Finance Australia Critical Minerals Facility Loan of up to A$185 Million to Renascor Resources (2022, re-approved 2024)
Conditional commitment
EcoGraf Battery Anode Material Facility, Western Australia
Financed HF-free battery anode material purification (not constructed)
MP Materials Independence Facility
Announced NdPr metal and NdFeB alloy production
MP Materials Independence Facility
Announced Sintered NdFeB magnet production
POSCO Future M Pohang Artificial Graphite Anode Plant
Commissioned Artificial graphite anode graphitization line
Seongrim Advanced Industry Daegu Magnet Plant
Announced NdFeB permanent magnet production
DOE FY2020 Critical Materials FOA (DE-FOA-0002322)
State change
Mkango Pulawy separation plant
Announced Rare earth separation (planned)
Syrah Balama Graphite Operation
Restarted Open-pit mine and flotation concentrator
Executive Order 14017 — America's Supply Chains (100-Day Reviews)
Announced
Lynas USA Seadrift Rare Earths Processing Facility
Financed Light rare earth separation (planned)
DPA Title III Technology Investment Agreement with Lynas USA for Light Rare Earth Separation (February 2021)
Obligated
Lynas USA Seadrift Rare Earths Processing Facility
Announced Light rare earth separation (planned)
DPA Title III Technology Investment Agreement with Lynas USA for Light Rare Earth Separation (February 2021)
Announced
Rare Element Resources Upton Demonstration Plant
Announced Rare earth processing and separation demonstration line
DOE demonstration plant award — Rare Element Resources ($21.9 million)
Announced
DOE FY2020 Critical Materials FOA (DE-FOA-0002322)
State change
10 U.S.C. 4872 — DoD Restrictions on Chinese-Sourced NdFeB and SmCo Magnets (FY2019 NDAA sec. 871 through FY2024 NDAA sec. 854)
Amended
DPA Title III Technology Investment Agreement with MP Materials for Light Rare Earth Separation (November 2020)
Obligated
MP Materials Mountain Pass
Financed Rare earth separation (light and heavy circuits)
Executive Order 13817 — A Federal Strategy To Ensure Secure and Reliable Supplies of Critical Minerals
Amended
Executive Order 13953 — National Emergency on Reliance on Critical Minerals From Foreign Adversaries
Announced
Noveon Magnetics San Marcos
Financed Sintered NdFeB magnet production with recycled feed
DPA Title III award to Urban Mining Company (Noveon Magnetics), 2020
Obligated
DOE FY2020 Critical Materials FOA (DE-FOA-0002322)
State change
DOE FY2020 Critical Materials FOA (DE-FOA-0002322)
Amendment
LKAB ReeMAP (Malmberget/Per Geijer — Luleå Industrial Park)
Announced Apatite extraction and beneficiation (Malmberget, Per Geijer)
DOE FY2020 Critical Materials FOA (DE-FOA-0002322)
State change
DPA Title III Rare Earth Element Separation and Processing Project — Call 005 under FA8650-19-S-5010 (2020)
State change
DPA Title III Rare Earth Element Separation and Processing Project — Call 005 under FA8650-19-S-5010 (2020)
State change
DPA Title III Rare Earth Element Separation and Processing Project — Call 005 under FA8650-19-S-5010 (2020)
Q&A posted
DPA Title III Rare Earth Element Separation and Processing Project — Call 005 under FA8650-19-S-5010 (2020)
State change
SRC Rare Earth Processing Facility
Under construction Monazite hydrometallurgy and REE separation
10 U.S.C. 4872 — DoD Restrictions on Chinese-Sourced NdFeB and SmCo Magnets (FY2019 NDAA sec. 871 through FY2024 NDAA sec. 854)
Effective
Presidential Determinations 2019-16 through 2019-20 — DPA Title III Rare Earth Production Capability
Announced
Sumiden Semiconductor Materials Itami substrate plant
Gallium-arsenide crystal and wafer line
10 U.S.C. 4872 — DoD Restrictions on Chinese-Sourced NdFeB and SmCo Magnets (FY2019 NDAA sec. 871 through FY2024 NDAA sec. 854)
Announced
USGS/Interior Critical Minerals List — 2018, 2022, and 2025 Revisions
Announced
Executive Order 13817 — A Federal Strategy To Ensure Secure and Reliable Supplies of Critical Minerals
Announced
Umicore Hanau metalorganic precursor plant
Trimethylgallium precursor line