What changed for REE
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
DOE CMEI PROSPECT Program — Notice of Intent (DE-FOA-0003662)
State change
Energy Fuels White Mesa Mill
Under construction Heavy rare earth (Tb/Dy oxide) expansion
DOE Critical Minerals and Materials Accelerator (DE-FOA-0003589)
State change
DLA Warstopper RFI: Samarium and Gadolinium metal buffer (SP8000_SmCo_RFI)
Deadline change
Shin-Etsu Chemical rare earth magnet operations (Takefu)
Sintered NdFeB magnet production
REalloys Tooele Army Depot heavy rare earth facility
Announced Dysprosium and terbium refining
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
Shin-Etsu Chemical new domestic rare earth refinery
Announced Rare earth refining (new build)
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
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
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
DLA qualification contract to Advanced Magnet Lab, May 2026
Obligated
DOE Critical Material Innovation, Efficiency, and Alternatives (DE-FOA-0003105)
State change
Santoku Kobe rare earth operations
Rare earth metal and magnet alloy production
Neo Performance Materials Silmet (Sillamäe)
Commissioned Heavy rare earth separation (small-scale line)
DOE Critical Minerals and Materials Accelerator (DE-FOA-0003589)
State change
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
USA Rare Earth Stillwater
Commissioned Sintered NdFeB magnet production (Phase 1a commercial line; CHIPS-funded expansion)
DIBC RPP-CM-26-01: Domestic Processing Capabilities of Critical Minerals
State change
Aichi Steel magnet operations
MAGFINE anisotropic bonded NdFeB magnet production
DIBC RPP-CM-26-01: Domestic Processing Capabilities of Critical Minerals
State change
Geomega Magnet Recycling Demonstration Plant
Under construction NdFeB magnet recycling demonstration 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)
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
Section 232 Action on Processed Critical Minerals and Derivative Products (EO 14272 and Proclamation 11001)
Amended
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
Less Common Metals Ellesmere Port
Rare earth metal making
Less Common Metals Ellesmere Port
Strip cast NdFeB alloy production
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)
Pensana Saltend Rare Earth Processing Hub
Cancelled Rare earth separation hub (project shelved October 2025)
China export controls on seven medium/heavy rare earths and related magnet items (April 2025, as amended)
Amended
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
ReElement Technologies Marion Refining Campus
Financed Rare earth elements primary-feedstocks separation 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)
ARPA-E MAGNITO — Magnetic Acceleration Generating New Innovations and Tactical Outcomes (DE-FOA-0003590)
State change
MP Materials 10X Facility
Announced Sintered NdFeB magnet manufacturing (10X campus)
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
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)
Canada Infrastructure Bank CA$55 million enabling-infrastructure loan to Torngat Metals
Obligated
Export Development Canada CA$110 million bridge loan to Torngat Metals
Definitive agreement
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
DoD follow-on production award — Ucore ($18.4 million)
Obligated
Ucore Louisiana Strategic Metals Complex
Under construction RapidSX rare earth separation (Production Line 1)
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
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
Vulcan Elements Durham magnet facility
Commissioned Sintered NdFeB magnet manufacturing
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
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
REEcycle Houston Recycling Facility
Financed E-waste NdFeB magnet rare earth recovery
DPA Title III award to REEcycle, January 2025
Obligated
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)
Export Finance Australia A$1.25 billion Critical Minerals Facility loan to Iluka Resources (Eneabba refinery)
Amended
MagREEsource Noyarey (MagFactory programme)
Commissioned Magnet-to-magnet recycling and sintered magnet production
REEtec RE1 Separation Plant (Herøya)
Under construction RE1 rare earth separation
PrairiesCan contribution to SRC Rare Earth Processing Facility (bastnaesite acquisition and processing)
Obligated
METI supply assurance plan 2024永久磁石第3号-1 (Santoku, waste-magnet rare earth recycling)
Definitive agreement
SRC Rare Earth Processing Facility
Rare earth metal smelting
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
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
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
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
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)
Neo Performance Materials Silmet (Sillamäe)
Light rare earth separation
Seongrim Advanced Industry Daegu Magnet Plant
NdFeB permanent magnet production
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
DOE Critical Material Innovation, Efficiency, and Alternatives (DE-FOA-0003105)
State change
e-VAC Magnetics Sumter
Financed Sintered NdFeB permanent magnet production
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
DoD RapidSX demonstration award — Ucore ($4 million)
Obligated
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
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
REEtec RE1 Separation Plant (Herøya)
Financed RE1 rare earth separation
DOE/NETL BIL Rare Earth Element Demonstration Facility FOA (DE-FOA-0002618)
State change
KSM Metals Korean Metals Plant (Ochang)
NdPr metallisation
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
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
KSM Metals Korean Metals Plant (Ochang)
Commissioned NdPr metallisation
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
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
MP Materials Independence Facility
Announced NdPr metal and NdFeB alloy production
MP Materials Independence Facility
Announced Sintered NdFeB magnet production
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)
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
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