Government support
DOE rare earth funding awards (2026 tracker)
DOE rare earth funding is money from the Department of Energy for US projects that recover or process rare earths, mostly from waste, and nearly all of the 2026 announcements are selections for award negotiation, not awards. Two demonstration facilities (Jun 2, 2026) and five coal-waste pilots (Jul 1, 2026) are at that stage, worth $134M and $75M as announced.
DOE says selection is not a commitment to issue an award or provide funding, and amounts may change in negotiation. The only completed DOE rare earth award tracked here is about $24.2M for Rare Element Resources' Upton demonstration plant in Wyoming.
Verified through Oct 1, 2026
At a glance
- Programs
- Rare Earth Elements Demonstration Facility Program; Mines & Metals Capacity Expansion, Topic Area 1 (coal-based pilots)
- Run by
- The Office of Critical Minerals and Energy Innovation; the Manufacturing Deployment Office for the demonstration program and NETL for the pilots
- Status
- Selected for award negotiations: not a commitment to fund
- Origin
- A nearly $1B DOE announcement for critical minerals supply chains in Aug 2025
- Next
- Award negotiations, and Topic Area 2 (all industries) selections at a later date
- Demonstration facilities
- $134MTwo selections, Jun 2, 2026
- Coal-waste pilots
- $75MFive selections, Jul 1, 2026
- Projects selected in 2026
- 7None reported as awarded
- Upton demonstration plant
- $24.2MThe one DOE award tracked here
What is DOE rare earth funding?
DOE rare earth funding is money from the Department of Energy for US projects that recover or process rare earths, mostly from unconventional sources such as mine waste, bauxite residue and coal by-products. Its Office of Critical Minerals and Energy Innovation runs the 2026 programs: a demonstration facility program with $134M selected and a pilot program with $75M selected for coal-based projects.
The programs fund pilots and demonstration plants, not mines. A demonstration facility shows that a recovery process works at a scale near commercial; a pilot is smaller. Neither makes a company a producer.
Which rare earth projects has DOE funded or selected?
DOE selected two demonstration facilities on Jun 2, 2026, Colorado School of Mines with ElementUSA in Louisiana and Phoenix Tailings, and five coal-waste pilots on Jul 1, 2026. It approved about $24.2M in funding for the Upton demonstration plant in Wyoming in Dec 2023, the one completed award tracked here.
| Recipient | Program and project | Amount | Date | Status |
|---|---|---|---|---|
| University of North DakotaGrand Forks; pilot at the Falkirk mine near Underwood | Mines & Metals pilots, coal-based industry: recovers rare earths and other critical minerals from North Dakota lignite. | Not disclosedPart of $75M for five | Jul 1, 2026 | Selected |
| Valor MetalsNew York, New York | Mines & Metals pilots: rare earths, germanium, gallium and aluminum from coal by-products. | Not disclosed | Jul 1, 2026 | Selected |
| CONSOL InnovationsCanonsburg, Pennsylvania | Mines & Metals pilots: rare earths and critical materials from coal waste tailings at Core's Pennsylvania Mining Complex. | Not disclosed | Jul 1, 2026 | Selected |
| American ResourcesFishers, Indiana; consortium with ReElement | Mines & Metals pilots: rare earths and other critical minerals from coal-based by-products. | Not disclosed | Jul 1, 2026 | Selected |
| PeabodySt. Louis; Rawhide mine, Wyoming | Mines & Metals pilots: a mixed rare earth concentrate from Powder River Basin coal and coal-based feedstock. The Wyoming Energy Authority granted $6.25M in matching funds. | Not disclosed | Jul 1, 2026 | Selected |
| Colorado School of MinesWith ElementUSA, PNNL, Principal Mineral and Rare Earth Technologies | Rare Earth Demonstration Facility Program: a facility near the Gramercy alumina refinery in St. John the Baptist Parish, Louisiana, turning bauxite residue ("red mud") into rare earth oxides and metals. | $67MSchool-reported | Jun 2, 2026 | Selected |
| Phoenix TailingsWith MIT and the University of Minnesota | Rare Earth Demonstration Facility Program: a demonstration-scale facility for high-purity rare earth metals from industrial waste. DOE's first announcement named Ardmore, Oklahoma; the page was later updated to simplify locations. | About $66MCompany-reported; project cost $147.8M | Jun 2, 2026 | Selected |
| Rare Element ResourcesUpton, Wyoming | Funding for the Upton rare earth demonstration plant, which supports Bear Lodge. | About $24.2M | Budget approved Dec 2023 | Awarded |
Amounts for the two demonstration facilities come from the recipients; DOE gave only the $134M total. DOE did not disclose amounts for the five pilots, which share $75M. State grants and other federal funding are on the government support tracker.
What does "selected for award negotiations" mean?
It means DOE has picked a project to negotiate with and has not committed any money. DOE states that selection is not a commitment to issue an award or provide funding, that it may cancel negotiations and rescind a selection for any reason, and that award amounts are subject to change.
Some recipients and press reports call these selections awards. The Colorado School of Mines announced a "$67M DOE award" and Phoenix Tailings a "$66 million grant" within days of DOE's announcement. This directory follows DOE's wording and shows the rows as announced, never as closed or awarded.
Which DOE programs do the rare earth selections come from?
The $75M coal-based pilots are Topic Area 1 of the Mines & Metals Capacity Expansion opportunity, which stems from DOE's August 2025 announcement of nearly $1 billion to scale mining, processing and manufacturing technologies across the critical minerals supply chain. The $134M Rare Earth Elements Demonstration Facility Program opened on Dec 1, 2025.
- Aug 2025 DOE announces nearly $1B for critical minerals supply chains History The umbrella announcement that the coal-based pilot selections stem from.
- Nov 2025 Byproduct recovery pilot opportunity Reported Press reports describe a $275M funding opportunity to pilot byproduct critical minerals and materials recovery at domestic industrial facilities.
- Dec 1, 2025 Rare Earth Elements Demonstration Facility funding opportunity Open Up to $134M. Letters of intent were due Dec 10, 2025 and applications Jan 5, 2026.
- Jun 2, 2026 Two demonstration facilities selected Selected Colorado School of Mines and Phoenix Tailings, for $134M in total.
- Jul 1, 2026 Five coal-based pilots selected Selected University of North Dakota, Valor Metals, CONSOL Innovations, American Resources and Peabody, for $75M in total. NETL manages them.
- Not dated Topic Area 2 selections Next Pilots for all industries, which DOE says will be announced at a later date.
What is next for DOE rare earth funding?
The next steps are award negotiations for the seven selected projects and selections for Topic Area 2, Mines & Metals Pilots for all industries, which DOE says it will announce later. The sources checked give no dates for either, so this directory will show an award only when DOE or the recipient reports one.
Which US projects, companies and states does this touch?
The pages below carry the figures, the sources and the dates for each project or company named here.
- Phoenix TailingsA $134M-program selection for a metals demonstration facility
- Unconventional sourcesRed mud, coal waste, tailings and e-waste projects, including ElementUSA at Gramercy
- American ResourcesLeads a consortium selected for a coal-waste pilot
- PeabodyA Powder River Basin pilot selected for award negotiation
- ElementUSAThe partner of the Colorado School of Mines at Gramercy
- Rare Element ResourcesThe Upton demonstration plant funded by DOE
- Rare earth recyclersRecovery from magnets and waste, a related approach
- Rare earth in LouisianaThe Gramercy demonstration facility
- Rare earth in OklahomaWhere DOE first placed the Phoenix Tailings facility
- Rare earth in North DakotaThe Falkirk lignite pilot
- Rare earth in WyomingPeabody and Rare Element Resources
- Government support trackerHow DOE rows compare with other agencies
Questions about DOE rare earth funding
What is the DOE Rare Earth Elements Demonstration Facility Program?
A program run by the Manufacturing Deployment Office to demonstrate full-scale integrated rare earth extraction and separation facilities in the United States. DOE opened a funding opportunity of up to $134M on Dec 1, 2025 and selected two projects on Jun 2, 2026.
Did DOE award Phoenix Tailings $66M?
Not yet. DOE selected Phoenix Tailings for award negotiations on Jun 2, 2026. The company reports about $66M. DOE says selection is not a commitment to fund and amounts may change.
Did DOE award ElementUSA and the Colorado School of Mines $67M?
DOE selected the Colorado School of Mines project, with ElementUSA, for award negotiations on Jun 2, 2026. The school reports $67M and calls it an award, while DOE says selection is not a commitment to fund.
How much DOE funding has been awarded to US rare earth projects?
Only about $24.2M for the Upton demonstration plant is a completed award in this directory. Another $209M is selected for negotiation: $134M for two demonstration facilities and $75M for five coal-waste pilots.
Which coal-waste rare earth pilots did DOE select?
The University of North Dakota (Falkirk mine), Valor Metals, CONSOL Innovations, American Resources and Peabody, on Jul 1, 2026, for $75M in total. DOE did not disclose individual amounts.
Where will the DOE-selected facilities be built?
The Colorado School of Mines facility is planned near the Gramercy alumina refinery in Louisiana. DOE's first announcement placed the Phoenix Tailings facility in Ardmore, Oklahoma, and the company's release names no site.
Sources and verification
Each profile lists its sources, a confidence grade and a verification date. Order of authority: official records (SEC filings, agency documents), company documents and technical reports, research papers, then independent press. Syndicated copies and reference works are labeled and are never the only source for a number. Company-reported figures are labeled as such, and non-binding deals are labeled "letter of intent" or "conditional".
- Department of Energy: $134 million for rare earth demonstration facilities, selected for award negotiation (Jun 2, 2026) Official record
- Department of Energy: $75 million for five coal-based critical minerals pilots (Jul 1, 2026) Official record
- Department of Energy: funding opportunity for rare earth element supply, up to $134 million (Dec 1, 2025) Official record
- AJOT: DOE announces $134 million to bolster rare earth supply chains (copy of the first announcement, Jun 2026) Syndicated copy
- Phoenix Tailings: selected for a $66 million DOE grant (company release, copy, Jun 4, 2026) Syndicated copy
- Colorado School of Mines: $67M DOE award with ElementUSA Independent press
- Minot Daily News: Underwood site for critical minerals pilot project (Jul 2026) Independent press
- Penn Business Report: DOE selects CONSOL Innovations Independent press
- WyoFile: rare earth from coal among projects poised to get $11.7M in state grants Independent press
- Rare Element Resources: Upton demonstration plant funding (SEC exhibit) Official record
Tags show what kind of source each link is. How sources are ranked
Policy and funding
Which other policy explainers are there?
Nine explainers cover the foreign controls, defense rules, permitting steps and funding programs behind the projects in this directory.
- Policy China export controls Seven elements need a Chinese license since Apr 2025; an October 2025 expansion is suspended.
- Policy DFARS 2027 rule From Jan 1, 2027 defense contracts bar magnets made from Chinese-mined or Chinese-processed material.
- Policy FAST-41 permitting A federal timetable and dashboard for permits; Bear Lodge is covered and Sheep Creek is listed.
- Policy NRC and Agreement State licensing Why thorium and uranium in rare earth ore bring radioactive materials rules, and who enforces them in each state.
- Government support MP Materials Pentagon deal A $400M stake, a $110/kg NdPr floor, a 10-year 10X offtake and a $150M loan, from the agreements themselves.
- Government support NdPr price floor How the $110/kg floor pays out each quarter, with a worked example you can change.
- Government support Project Vault An EXIM-financed critical minerals reserve: who pays, who buys and what is known about rare earths.
- Government support Government equity stakes Where the US government holds or has agreed to take shares or warrants in critical minerals companies.
- Hub All rare earth policy The calendar of policy dates and how the pieces fit together.