{
 "source": "Rare Earth Directory",
 "url": "https://rareearthdirectory.com",
 "verified": "2026-10-01",
 "license": "Free to use with attribution to the Rare Earth Directory",
 "rows": [
  {
   "company": "Critical Metals Corp",
   "exchange": "Nasdaq",
   "ticker": "CRML",
   "project": "Tanbreez",
   "country": "Greenland",
   "place": "Southern Greenland, about 12 km northeast of Qaqortoq",
   "tie": "Owned",
   "also_tied": "REalloys (offtake); Ucore Rare Metals (offtake letter of intent, non-binding; not US-listed)",
   "stage": "Development",
   "description": "A heavy-rare-earth-rich deposit. Critical Metals went from 42% to 92.5% on Apr 29, 2026, and European Lithium holds the other 7.5%. The exploitation licence, held by Tanbreez Mining Greenland, runs through 2050. A pilot plant is being built, with stage 1 due to be complete in Aug 2026 (company, Jun 2026); this directory found no published feasibility study.",
   "stated_figures": "JORC 2012 resource of about 45 Mt at 0.38% TREO, about 27% of it heavy (Mar 2025); a preliminary economic assessment gives an NPV of about US$3B and pre-production capital of about US$150M, partly on inferred resources. All company-reported. The S-K 1300 table in the May 2026 20-F/A is shown on the company's 42% basis. Offtake (company-reported): REalloys has a binding agreement for 15% of monthly Phase 1 production, dated May 18, 2026 and announced May 21 (REalloys says it was executed on May 20, and Critical Metals' 20-F says May 24). Ucore Rare Metals signed a non-binding letter of intent on Aug 26, 2025 for up to 10,000 t of rare earth concentrate, about 10% of initial projected production (Critical Metals' release says per year; its 20-F gives no period). Ucore's release gives no tonnage and describes a mixed rare earth carbonate or oxide over an initial 10 years from the later of Jul 1, 2027 or commercial production. The 20-F signed Sept 25, 2026 says no binding agreement with Ucore exists.",
   "sources": "https://www.sec.gov/Archives/edgar/data/1951089/000121390026059770/ea0291682-20fa2_critical.htm | https://www.criticalmetalscorp.com/wp-content/uploads/2025/11/Tanbreez-PEA-03312025.pdf | https://www.criticalmetalscorp.com/greenland-government-approves-transfer-of-final-50-5-of-tanbreez-taking-critical-metals-corp-to-92-5-ownership/ | https://www.globenewswire.com/news-release/2026/06/02/3305355/0/en/critical-metals-corp-provides-project-update-on-acceleration-plan-and-tanbreez-development-progress.html | https://www.globenewswire.com/news-release/2026/05/21/3299167/0/en/REalloys-Signs-Definitive-Long-Term-Rare-Earth-Offtake-Agreement-with-Critical-Metals-Corp-for-15-of-Tanbreez-Phase-1-Production.html | https://www.sec.gov/Archives/edgar/data/0001567900/000118518526002091/realloysex10-1.htm | https://www.sec.gov/Archives/edgar/data/0001567900/000162828026056817/aloy-20260630.htm | https://www.sec.gov/Archives/edgar/data/0001951089/000121390026103607/ea0302128-20f_critical.htm | https://www.criticalmetalscorp.com/critical-metals-corp-nasdaq-crml-secures-10-year-tanbreez-off-take-agreement-with-department-of-defense-funded-rare-earth-processor-ucore-rare-metals/ | https://www.newsfilecorp.com/release/263944/Ucore-Executes-Supply-Agreement-with-Critical-Metals-Corp."
  },
  {
   "company": "Critical Metals Corp",
   "exchange": "Nasdaq",
   "ticker": "CRML",
   "project": "Romania processing plant",
   "country": "Romania",
   "place": "Romania",
   "tie": "Agreement",
   "also_tied": "",
   "stage": "Processing / manufacturing (planned)",
   "description": "A non-binding term sheet (Dec 9, 2025) for a 50/50 joint venture with FPCU, a subsidiary of the state-owned nuclear company Nuclearelectrica, to develop and possibly build a plant that turns Tanbreez concentrate into metals and materials for the EU. Critical Metals would hold 50% on a carried-interest basis, with offtake rights to 50% of the concentrate.",
   "stated_figures": "",
   "sources": "https://www.criticalmetalscorp.com/crml-executes-term-sheet-for-50-50-joint-venture-with-eu-and-nato-member-romania-creating-a-fully-integrated-mine-to-processing-supply-chain-for-long-term-security-for-the-european-manufacturing-n/"
  },
  {
   "company": "Critical Metals Corp",
   "exchange": "Nasdaq",
   "ticker": "CRML",
   "project": "Saudi processing facility",
   "country": "Saudi Arabia",
   "place": "Saudi Arabia",
   "tie": "Agreement",
   "also_tied": "",
   "stage": "Processing / manufacturing (planned)",
   "description": "A non-binding term sheet (Jan 15, 2026) with the Saudi conglomerate Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers for a 50/50 joint venture in a processing facility of up to $1.5B, with offtake rights to 25% of Tanbreez concentrate. Supply depends on mining starting at Tanbreez.",
   "stated_figures": "",
   "sources": "https://www.criticalmetalscorp.com/critical-metals-corp-nasdaq-crml-executes-a-term-sheet-for-a-50-50-joint-venture-for-up-to-1500000000-usd-rare-earth-processing-facility-with-a-leading-saudi-arabian-industrial-conglomerate-esta/"
  },
  {
   "company": "USA Rare Earth",
   "exchange": "Nasdaq",
   "ticker": "USAR",
   "project": "Serra Verde (Pela Ema mine)",
   "country": "Brazil",
   "place": "Goias",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Producing rare earths",
   "description": "An ionic clay mine that makes mixed rare earth carbonate and has produced since 2024. USA Rare Earth closed its purchase on Sept 3, 2026.",
   "stated_figures": "About $2.8B ($300M in cash plus 126.849M shares); phase one targets 6,400 t/yr of TREO by the end of 2027 (company-reported).",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001970622/000121390026045339/ea028691001ex99-1.htm | https://www.metaltechnews.com/story/2026/09/09/tech-metals/usa-rare-earth-serra-verde-merger-complete/2940.html"
  },
  {
   "company": "USA Rare Earth",
   "exchange": "Nasdaq",
   "ticker": "USAR",
   "project": "Less Common Metals",
   "country": "United Kingdom",
   "place": "England",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Processing / manufacturing (operating)",
   "description": "A rare earth metals and alloys maker owned by USA Rare Earth. It made its first commercial yttrium metal pour in Apr 2026 (company-reported).",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001970622/000121390026045339/ea028691001ex99-1.htm | https://www.sec.gov/Archives/edgar/data/0001970622/000197062226000056/exhibit991-earningsrelease.htm"
  },
  {
   "company": "USA Rare Earth",
   "exchange": "Nasdaq",
   "ticker": "USAR",
   "project": "Carester",
   "country": "France",
   "place": "France",
   "tie": "Stake",
   "also_tied": "",
   "stage": "",
   "description": "A French rare earth separation company. USA Rare Earth signed definitive agreements on Jul 23, 2026 for a stake of about 13.6%, alongside a similar stake bought by InfraVia, with funding expected in Q3 2026. Completion is not confirmed here.",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001970622/000121390026045339/ea028691001ex99-1.htm | https://www.sec.gov/Archives/edgar/data/0001970622/000197062226000056/exhibit991-earningsrelease.htm"
  },
  {
   "company": "Energy Fuels",
   "exchange": "NYSE American",
   "ticker": "UUUU",
   "project": "Vara Mada (formerly Toliara)",
   "country": "Madagascar",
   "place": "Southwest Madagascar",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Development",
   "description": "A heavy mineral sands project with rare earth monazite. Energy Fuels owns 100% through its 2024 purchase of Base Resources. In its Jun 30, 2026 10-Q it says it is still waiting to formalize fiscal and other terms with the government of Madagascar.",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001385849/000138584926000029/efr-20260630.htm"
  },
  {
   "company": "Energy Fuels",
   "exchange": "NYSE American",
   "ticker": "UUUU",
   "project": "Bahia",
   "country": "Brazil",
   "place": "Bahia",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Exploration",
   "description": "A heavy mineral concentrate project that Energy Fuels owns. Its 10-Q calls it an exploration and permitting stage property.",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001385849/000138584926000029/efr-20260630.htm"
  },
  {
   "company": "Energy Fuels",
   "exchange": "NYSE American",
   "ticker": "UUUU",
   "project": "Donald",
   "country": "Australia",
   "place": "Victoria",
   "tie": "Stake",
   "also_tied": "",
   "stage": "Development",
   "description": "A rare earth and heavy mineral sands joint venture with Astron. Energy Fuels held 12.7% on Jun 30, 2026 and can earn up to 49% by converting its advances after a positive final investment decision.",
   "stated_figures": "Advances of A$33.07M for property and equipment, convertible to equity after a positive final investment decision (10-Q).",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001385849/000138584926000029/efr-20260630.htm"
  },
  {
   "company": "Energy Fuels",
   "exchange": "NYSE American",
   "ticker": "UUUU",
   "project": "Dubbo",
   "country": "Australia",
   "place": "New South Wales",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Development",
   "description": "A rare earth and critical minerals deposit that came with Australian Strategic Materials, whose purchase closed on Aug 28, 2026.",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001385849/000138584926000029/efr-20260630.htm | https://www.cruxinvestor.com/posts/energy-fuels-completes-australian-strategic-materials-acquisition-adding-rare-earth-metal-alloy-capacity"
  },
  {
   "company": "Energy Fuels",
   "exchange": "NYSE American",
   "ticker": "UUUU",
   "project": "Korean Metals Plant",
   "country": "South Korea",
   "place": "Ochang",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Processing / manufacturing (operating)",
   "description": "A rare earth metal and alloy plant that also came with Australian Strategic Materials.",
   "stated_figures": "1,300 t/yr of alloy capacity now, with 3,600 t/yr targeted by the end of 2026 (company-reported).",
   "sources": "https://www.cruxinvestor.com/posts/energy-fuels-completes-australian-strategic-materials-acquisition-adding-rare-earth-metal-alloy-capacity"
  },
  {
   "company": "Energy Fuels",
   "exchange": "NYSE American",
   "ticker": "UUUU",
   "project": "Vacuumschmelze (VAC)",
   "country": "Germany",
   "place": "Hanau",
   "tie": "Pending",
   "also_tied": "",
   "stage": "",
   "description": "A magnet maker that owns eVAC Magnetics in South Carolina. Energy Fuels agreed on Jun 23, 2026 to buy it for about $1.9B in equity value ($718M in cash plus 65.85M new shares), with closing expected as early as Q1 2027 after regulatory and stock exchange approvals.",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/0001385849/000138584926000029/efr-20260630.htm"
  },
  {
   "company": "MP Materials",
   "exchange": "NYSE",
   "ticker": "MP",
   "project": "Saudi rare earth refinery",
   "country": "Saudi Arabia",
   "place": "Saudi Arabia",
   "tie": "Agreement",
   "also_tied": "",
   "stage": "Processing / manufacturing (planned)",
   "description": "A refinery joint venture agreed with the Saudi miner Maaden and the US Department of War on Nov 19, 2025 in a binding agreement. Maaden is to hold at least 51%, and MP Materials and the Department of War together are targeted at 49%. The parties still had to agree definitive documents, and no capacity, cost or date has been given.",
   "stated_figures": "",
   "sources": "https://mpmaterials.com/news/mp-materials-and-the-u-s-department-of-war-partner-with-the-saudi-arabian-mining-company-maaden-to-develop-rare-earth-refinery-joint-venture"
  },
  {
   "company": "Rare Earths Americas",
   "exchange": "NYSE American",
   "ticker": "REA",
   "project": "Alpha",
   "country": "Brazil",
   "place": "Bahia",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Exploration",
   "description": "An ionic clay project on options and leases over 496 km2.",
   "stated_figures": "Inferred resource of 201.7 Mt at 1,520 ppm TREO above a 1,000 ppm cut-off; NdPr, dysprosium and terbium are about 24% of the contained oxide (S-K 1300, company-reported).",
   "sources": "https://www.sec.gov/Archives/edgar/data/2095743/000119312526153091/rea-20260413.htm"
  },
  {
   "company": "Rare Earths Americas",
   "exchange": "NYSE American",
   "ticker": "REA",
   "project": "Constellation",
   "country": "Brazil",
   "place": "Minas Gerais (Pocos de Caldas district)",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Exploration",
   "description": "An ionic clay project on options and leases over about 59.5 km2, with the resource limited to 16 km2.",
   "stated_figures": "Inferred resource of 266.2 Mt at 2,637 ppm TREO above a 1,000 ppm cut-off; NdPr, dysprosium and terbium are over 22% of the contained oxide (S-K 1300, company-reported).",
   "sources": "https://www.sec.gov/Archives/edgar/data/2095743/000119312526153091/rea-20260413.htm"
  },
  {
   "company": "Rare Earths Americas",
   "exchange": "NYSE American",
   "ticker": "REA",
   "project": "Homer",
   "country": "Brazil",
   "place": "Goias",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Exploration",
   "description": "Carbonatite clusters with rare earth and niobium potential. The prospectus calls it an early-stage project that is not material, and says drilling began in the first quarter of 2026.",
   "stated_figures": "",
   "sources": "https://www.sec.gov/Archives/edgar/data/2095743/000119312526153091/rea-20260413.htm"
  },
  {
   "company": "IMC Rare Earths",
   "exchange": "NYSE American",
   "ticker": "IMC",
   "project": "Itarantim",
   "country": "Brazil",
   "place": "Bahia and Minas Gerais",
   "tie": "Owned",
   "also_tied": "",
   "stage": "Exploration",
   "description": "An ionic clay project of about 452 km2, held through a Brazilian subsidiary that owns 27 exploration permits. The company has no revenue and no reserves.",
   "stated_figures": "Inferred resource of 1,100 Mt at 1,233 ppm TREO above a 650 ppm cut-off (S-K 1300, effective Mar 31, 2025); dysprosium and terbium about 26 ppm on average (company-reported).",
   "sources": "https://www.sec.gov/Archives/edgar/data/2098395/000149315226033155/formf-1a.htm"
  },
  {
   "company": "REalloys",
   "exchange": "Nasdaq",
   "ticker": "ALOY",
   "project": "Rare Earth Processing Facility (Saskatchewan Research Council)",
   "country": "Canada",
   "place": "Saskatoon, Saskatchewan",
   "tie": "Agreement",
   "also_tied": "",
   "stage": "Processing / manufacturing (building)",
   "description": "A facility run by the provincial research council. Under definitive agreements from Dec 2025 REalloys committed about $20.6M of upgrades in return for preferred supply rights to up to 80% of the expanded output. A heavy rare earth metallization line of about $40M is to be built in Saskatoon and then moved to Ohio.",
   "stated_figures": "Target of about 525 t/yr of NdPr, 30 t of dysprosium and 15 t of terbium a year, with first commercial production in early 2027 (company-reported).",
   "sources": "https://realloys.com/realloys-press-release/realloys-nasdaq-aloy-announces-fully-financed-buildout-of-the-largest-heavy-rare-earth-metallization-facility-outside-china-in-partnership-with-the-saskatchewan-research-council/ | https://realloys.com/realloys-press-release/realloys-reports-progress-on-commercial-agreements-with-the-saskatchewan-research-council-exclusive-heavy-rare-earth-supply-chain-on-track-ahead-of-2027-statutory-deadline/"
  }
 ]
}