Updates log

Updates and corrections log

This log records every change to a published fact in the Rare Earth Directory: 34 updates, 16 corrections and 18 clarifications so far. Each entry gives the date, the page, what changed, why and the source.

Verified through Oct 1, 2026

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Entries logged: 68
Updates: 34New facts and status changes
Corrections: 16Published statements fixed as errors
Clarifications: 18Where sources differ
Latest entry: Oct 7, 2026

What has changed in the directory?

The directory has logged 68 changes to published facts. The newest is dated Oct 7, 2026. Filter by type to see only updates, corrections or clarifications, or search by page or topic.

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68 of 68 shown

68 dated changes to published facts, newest first
Date	Type	Page	What changed	Why	Source
Oct 7, 2026	Update	Silicon Ridge	The confidence grade for Silicon Ridge is raised from Low-Medium, which the build counted as Low, to Medium. The page now cites Ionic's own releases from its site in place of the copies and wire links it could not open, and adds that the full technical report is not public, that the Dec 2025 and Jul 2026 releases give different drilling totals and that the Jul 2026 release calls the district about 12,000 acres.	The Utah state lease presentation, an official record, confirms the lessee, the district, the deposit type, the acreage steps, the rent and the royalties, and says the assays showed rare earths. Five company releases are now cited from the company's site, which was read directly. The grade is not higher because the resource and the economic assessment are company-reported, the technical report is not public (Ionic says it will not file it), and an exploration project with no registered rare earth tonnage is capped at Medium.	Ionic Mineral Technologies: results of independent PEA for Silicon Ridge (release of Jul 15, 2026, company site)Company document
Oct 7, 2026	Update	Ionic Mineral Technologies	The confidence grade for Ionic Mineral Technologies is raised from Low-Medium, which the build counted as Low, to Medium. Its sources are now the company's own releases and the Utah state lease presentation, and the page adds that the plant is 74,000 sq ft in releases to Feb 2026 and about 85,000 sq ft in Jul 2026 and that the full technical report is not public.	Seven primary sources are cited, one an official record, and the company's identity, headquarters, funding round and lease are confirmed in them. It stays at Medium because its rare earth figures are company-reported, as with the other companies whose headline rare earth figures rest on their own releases. No profiled record is graded Low now.	Utah School and Institutional Trust Lands: second amendment to the Silicon Ridge lease, board presentation (Jan 22, 2026)Official record
Oct 7, 2026	Correction	Ionic Mineral Technologies	The Ionic and Silicon Ridge pages said the company plans an IPO in 2027. They now say it is considering an IPO as early as 2027. The Citigroup engagement is now dated to the company's Dec 11, 2025 release, where the pages had it as Bloomberg's report of Feb 2026.	Bloomberg's report says the company is considering an IPO as early as 2027, and its chief executive said offtake agreements, scale-up funding and strategic partners would come first. The company's own Dec 2025 release already named Citigroup as its exclusive capital markets adviser.	Bloomberg: Ionic targets a 2027 IPO in a rare earths push (Feb 5, 2026)Independent press
Oct 7, 2026	Clarification	REalloys	The REalloys offtake for 15% of Tanbreez Phase 1 production is now dated May 18, 2026, the date written on the agreement, instead of May 2026 on the profile and May 21, 2026 on the page for US-listed companies with projects abroad. Both pages say it was announced on May 21 and give the other dates the companies use.	The sources give four dates. The agreement is dated as of May 18, 2026 and signed by both chief executives. REalloys' press release and its quarterly report say it was executed on May 20, its 8-K gives May 15 as the effective date, and Critical Metals' annual report says May 24 in one place and April 2026 in another. May 21 is the date both companies announced it, so it was not the date of the agreement. The profile also had no source for the offtake, and now cites the agreement, the 8-K, the press release and the quarterly report.	REalloys: Rare Earth Product Offtake Agreement with Critical Metals Corp, dated as of May 18, 2026 (SEC Form 8-K, Exhibit 10.1)Official record
Oct 7, 2026	Correction	Government support	Took the EXIM letter of interest to Critical Metals Corp (up to $120M, Tanbreez, Greenland) out of the tracker totals. The tracked total returns to $8.18B across 27 rows and the non-binding amount to $1.09B. The letter is listed apart as lapsed, and the data downloads carry it with the federal-total flag set to false.	It was added earlier the same day on the evidence then read, which gave no validity period. The company's annual report for the year to Jun 30, 2026, signed on Sept 25, 2026, says the letter expired on Jun 14, 2026 and that an application for renewal is in progress. A letter that has expired is not support, so it is no longer counted.	Critical Metals Corp: annual report on Form 20-F for the year to Jun 30, 2026 (SEC)Official record
Oct 7, 2026	Update	US-listed rare earth companies with projects outside...	Added Ucore Rare Metals' non-binding letter of intent of Aug 26, 2025 to the Tanbreez entry: a possible offtake of up to 10,000 t of rare earth concentrate, about 10% of initial projected production, beside the binding REalloys offtake. Ucore trades on the TSX Venture Exchange and the OTCQX, so it is shown as not US-listed and is not counted as a company on the page.	Both companies announced the letter on Aug 26, 2025, and Critical Metals repeats it in its annual reports, but the accounts differ. Critical Metals' release says up to 10,000 t a year of concentrate, its 20-F gives the tonnage with no period, and Ucore's release gives no tonnage and describes a mixed rare earth carbonate or oxide from the later of Jul 1, 2027 or commercial production. The page shows all three. The 20-F signed on Sept 25, 2026 says no binding agreement with Ucore exists. The page also now says the EXIM letter to Critical Metals has lapsed.	Ucore Rare Metals: non-binding letter of intent with Critical Metals Corp (Aug 26, 2025)Company document
Oct 7, 2026	Update	Ucore Rare Metals	Added the non-binding Tanbreez letter of intent to the Ucore profile: a paragraph on feedstock, a line in the risks and an entry on the timeline.	The profile said the feed for Louisiana comes from outside the US without naming a possible supplier. The letter is a possible long-term supply from Greenland, and it is non-binding. The statement that no commercial customer for Ucore's oxides is named is unchanged.	Ucore Rare Metals: non-binding letter of intent with Critical Metals Corp (Aug 26, 2025)Company document
Oct 7, 2026	Correction	Wyoming	The permits section of the Wyoming and Montana pages said FAST-41 is the federal permitting dashboard. It now says FAST-41 is the federal permitting program that sets target dates for each review step and tracks them on a public dashboard.	The dashboard is where FAST-41 projects are tracked; FAST-41 is the program. The glossary entry already said so, and the sentence now links to it.	See the page
Oct 7, 2026	Update	Deposits and plants map	Added three pins to the map: Peabody's planned Rawhide pilot processing facility near Gillette, Wyoming, and Chemours' Starke (Florida) and Offerman (Georgia) mineral sands operations. The map now shows 35 sites in 19 states, up from 32 in 17. The three sites are also on the ownership map, the state pages for Wyoming, Florida and Georgia and the map downloads.	Peabody and Chemours had profiles and table rows but no pin. The Chemours sites follow the facility table of its 10-K for 2025, which lists a mine and mineral separation plant at Starke and a mineral separation plant at Offerman, and the Jesup and Nahunta mines in Georgia are named in the Georgia pin. Peabody's pilot is planned and rests on company statements and a state grant, so the map marks it company-reported. Pins mark the city, not the plant. The sentence on the map page that lists company-reported statuses is now read from the data, and it now includes the Dallas-Fort Worth hub, which it left out.	Chemours 10-K for 2025 (SEC)Official record
Oct 7, 2026	Clarification	Methodology	The status for an operating mine of another commodity is now labeled Other commodity. It was labeled Coal mine, rare earth plans. Its definition now covers a mineral sands operation that yields a rare earth mineral as a by-product, as well as a coal mine with a rare earth recovery plan.	The Chemours sands operations are on the map and are not coal mines. Ramaco, Peabody and Chemours keep the status on their company rows.	See the page
Oct 7, 2026	Update	Government support	Added the non-binding EXIM letter of interest to Critical Metals Corp for up to $120M, a 15-year term loan for the Tanbreez project in Greenland, announced on Jun 16, 2025. The tracked total moves from $8.18B to $8.30B and the non-binding amount from $1.09B to $1.21B. The closed amount, $873M, is unchanged.	The letter was shown only on the page for US-listed companies with projects abroad, marked as not in the tracker. The company repeats it in its annual report for the year to Jun 30, 2025 and calls it non-binding, and the tracker already carries the EXIM letters for Aclara, REalloys and HyProMag USA and three rows for the Serra Verde project in Brazil.	Critical Metals Corp: $120 million letter of interest from EXIM Bank for Tanbreez (Jun 16, 2025)Company document
Oct 6, 2026	Update	Rare earth companies in the US	Published the last seven profiles: the Colosseum and Silicon Ridge projects and the companies Dateline Resources, Ionic Mineral Technologies, ElementUSA, Peabody and Chemours. Every page in the directory is now finished.	Each was a short table row before. The profiles add owners, figures with their basis, legal and funding status and sources, and they changed the four facts below.	See the page
Oct 6, 2026	Update	Colosseum	A federal court granted a preliminary injunction on Aug 10, 2026 against further grading, new drilling, bulldozing of sensitive habitat and road development at Colosseum. Dateline and the Justice Department have moved to stay it, with a hearing on Oct 26, 2026.	The exploration and mining company pages showed only "litigation pending" with the Justice Department's opposition of Jul 6, 2026.	NPCA: court blocks harmful mining development in Mojave National Preserve (Aug 10, 2026)Independent press
Oct 6, 2026	Correction	Exploration-stage rare earth projects in the US	The exploration page and two guides said Silicon Ridge had no independent resource estimate. Ionic Mineral Technologies reported a maiden estimate of 83.2 Mt indicated and 247.0 Mt inferred, prepared by SGS, and a preliminary economic assessment on Jul 15, 2026. The sources checked give no rare earth grade for the estimate, so the page still does not count it as a rare earth resource estimate.	The estimate is stated at a 1% Al2O3 cut-off, and about 51% of the assessment's value is alumina. All of it is company-reported.	Ionic Mineral Technologies: results of independent PEA for Silicon Ridge (Jul 15, 2026; copy)Syndicated copy
Oct 6, 2026	Correction	Government support	The Department of War's $29.9M award to ElementUSA was listed with no date and described as reported with the DOE selection of Jun 2, 2026. The department announced the Defense Production Act Title III award on Nov 20, 2025, for a gallium and scandium demonstration plant at Gramercy, Louisiana. The row now carries that date and source.	It is a separate item from the DOE selection for a rare earth facility, which is not an award.	Department of War: $29.9M to create a US domestic supply of gallium and scandium (Nov 2025)Official record
Oct 6, 2026	Correction	Government support	Peabody's $6.25M grant from the Wyoming Energy Authority was shown as reported poised to be awarded. Peabody told investors in Feb 2026 that it had been awarded the matching funds, and the state row is now shown as closed.	The company's investor presentations of Feb and May 2026 and its Jul 7, 2026 release describe the grant as awarded.	Peabody investor presentation, Briley conference (SEC 8-K, May 21, 2026)Official record
Oct 6, 2026	Update	Get listed	Published the get listed page: who can be listed, a table of every company, mine and project already listed and where each appears, how to send a request, what happens next and what a company can and cannot change.	The directory takes no payment, so a listing is free and a company supplies documents, not copy.	See the page
Oct 6, 2026	Correction	Rare earth companies in the US	The companies page said smaller firms are not profiled yet and then listed no names. It now names the six: Rare Earth Salts, Tusaar, Electron Energy Corporation, Altatech, Rivalia Chemical and REEcycle (one row), CONSOL Innovations and the University of North Dakota.	A data-reading error left the names blank.	See the page
Oct 6, 2026	Update	US-listed rare earth companies with projects outside...	Published the page on US-listed rare earth companies with projects outside the US: Critical Metals Corp, USA Rare Earth, Energy Fuels, MP Materials, Rare Earths Americas, IMC Rare Earths and REalloys, with 18 projects in 11 countries, the US government support tied to them, the pending Mkango Nasdaq listing and Lynas, which trades in the US only over the counter.	Two of the seven have no US project, three listed in 2026, and the support tracker records three announced items for Serra Verde in Brazil. Most resource figures are the companies' own, so the page labels them company-reported.	Rare Earths Americas: registration statement on Form S-1 (SEC, Apr 13, 2026)Official record
Oct 6, 2026	Correction	Energy Fuels	The Energy Fuels profile called the Donald project in Australia a 49% joint venture. Energy Fuels held 12.7% of the Donald joint venture with Astron on Jun 30, 2026 and can earn up to 49% by converting advances after a positive final investment decision.	The company's Q2 2026 10-Q gives the 12.7% holding and the up to 49% earn-in separately.	Energy Fuels 10-Q for Q2 2026 (SEC)Official record
Oct 6, 2026	Update	Glossary	Published the glossary: 141 terms used on this site, from TREO, HREE, NdPr, SX and PFS to FAST-41, the price floor and the DFARS rule. Each entry gives the definition first, then a US example, the guide or policy section that explains it and a source where a rule or figure applies. The page also has a table of the 17 rare earth elements with China's export-control status, and a table of 72 abbreviations. It is linked from the footer.	The guides, policy pages and profiles use terms such as TREO, NdPr, PFS and Agreement State that readers meet in company news, so one page now defines them and points to the page that explains each.	eCFR: 17 CFR 229.1300, the S-K 1300 definitions for mining registrantsOfficial record
Oct 6, 2026	Update	Missouri	Published state pages for Missouri, Illinois and Arkansas, the three states where nothing is tracked but the USGS describes a historic deposit: Pea Ridge, Hicks Dome and Magnet Cove. Each sets the USGS record beside the activity found since 2024, adds what the state geological survey or the owner has said, and says whether the NRC or the state licenses thorium-bearing material. The states hub, the NRC page and the historic deposits page now link to them.	Each state has one deposit and no tracked mine, plant or company, so the pages say that first. The Pea Ridge claims that the site is fully permitted and holds 700,000 tons of rare earths come from a 2023 Oak Ridge National Laboratory release that gives no source for them; they are shown as claims and are not verified here.	USGS: The Principal Rare Earth Elements Deposits of the United States (Scientific Investigations Report 2010-5220)Official record
Oct 6, 2026	Update	US producers of dysprosium and terbium	Published the five element-producer pages: NdPr oxide and metal, dysprosium and terbium, samarium and SmCo magnets, yttrium and scandium, and cerium and lanthanum. Each lists the US companies and sites at each stage, with five years of USGS prices, stated capacity, supply risks and the dated steps ahead. The producers hub gained two rows, Lynas USA's planned Seadrift heavy rare earth plant and the Mountain Pass concentrate, and now links to each page.	The USGS says no company produced sustained commercial quantities of heavy rare earths in 2025 and no fully commercial US facility could refine yttrium, so each page separates operating plants from pilots, plants under construction and plans. NdPr oxide averaged $69/kg in 2025, below the $110/kg floor in MP Materials' Department of Defense agreement.	USGS Mineral Commodity Summaries 2026: Rare Earths (Heavy)Official record
Oct 6, 2026	Update	Bastnaesite in the US	Published the four mineral pages: bastnaesite, monazite, xenotime and allanite. Each sets the tracked projects and USGS-described districts that name the mineral beside the USGS 2002 database sites by state, the USGS-listed oxide, thorium and uranium content, the processing route and the history.	Only bastnaesite (Mountain Pass) and monazite (heavy-mineral sands, processed at White Mesa Mill) supply rare earths in the US today, and OSTI calls allanite and yttrofluorite projects in need of technology development. The USGS lists up to 20% thorium oxide in monazite against 0 to 0.3% in bastnaesite.	USGS: The Principal Rare Earth Elements Deposits of the United States (Scientific Investigations Report 2010-5220)Official record
Oct 6, 2026	Correction	White Mesa Mill	The Chemours monazite supply agreement with Energy Fuels was signed on Dec 14, 2020, as a three-year agreement for a minimum of 2,500 tons a year from the Offerman plant in Georgia. The Energy Fuels profile, the mining guide and the Florida and Georgia state pages said it was a 2021 agreement.	Energy Fuels' Form 8-K of Dec 14, 2020 announces the agreement. Delivery shortfalls led to renegotiation, and Chemours now supplies about 500 t/yr (company-reported).	Energy Fuels 8-K: three-year supply agreement with Chemours for monazite (Dec 14, 2020)Official record
Oct 6, 2026	Correction	Rare earth minerals in the US	The rare earth minerals page now lists Elk Creek under bastnaesite and monazite, and rates xenotime as demonstrated at commercial scale to some extent. The first version said that no source named a mineral at Elk Creek and that the sources did not rate xenotime.	The OSTI review's Table A3 names bastnaesite and monazite at Elk Creek, and its text says recovery from xenotime has been demonstrated on a commercial scale to some extent. The page's count of tracked sites that name a mineral rose from 8 to 9.	OSTI review, Minerals Engineering 249 (Kashyap et al., 2026)Research paper
Oct 6, 2026	Update	US rare earth producers by element	Published the US producers page: 32 rows showing who makes, or plans to make, NdPr, dysprosium and terbium, samarium, yttrium and scandium, and cerium and lanthanum in the US, each with its stage (operating, pilot, building or planned), the stated figure of each owner and sources, plus NdPr capacity against 2030 demand, US import dependence by element and the dated steps toward more supply.	The USGS says no company produced sustained commercial quantities of heavy rare earths in 2025 and no fully commercial US facility could separate or refine yttrium, so the page separates operating plants from pilots, plants under construction and plans, and never counts a plan as production. Capacity totals are read from the capacity tracker.	USGS Mineral Commodity Summaries 2026: Rare Earths (Heavy)Official record
Oct 6, 2026	Update	Rare earth minerals in the US	Published the rare earth minerals page: bastnaesite, monazite, xenotime, allanite and yttrofluorite, with each mineral's formula, what it carries, thorium, processing maturity, the tracked projects that name it (8 of 14 sites) and the USGS-described districts that carry it (13).	Only bastnaesite (Mountain Pass) and monazite (heavy-mineral sands) supply rare earths in the US today. The mineral a project names decides its process: OSTI calls bastnaesite and monazite proven at commercial scale and allanite and yttrofluorite in need of technology development.	USGS: The Principal Rare Earth Elements Deposits of the United States (Scientific Investigations Report 2010-5220)Official record
Oct 2, 2026	Update	Historic and prospect rare earth deposits in the US	Published the historic and prospect deposits page: 22 principal US districts that the USGS describes and this directory does not profile, each with the USGS record (its 2010 status, production and resource figures) beside the company activity found since Oct 2024, plus a table of the 107 sites in the USGS 2002 database by state. Seven districts have a company program, three have claims or rights held, two have only government research and ten show no activity in the sources checked.	The label "historic" comes from the USGS inventory and is dated: Music Valley, Wet Mountains, Pea Ridge, Gallinas, Wind Mountain and Mineral Hill have all had company or permit activity since 2024. The page keeps the USGS record and the later activity apart, and does not treat any USGS resource figure as a reserve.	USGS Scientific Investigations Report 2010-5220: The Principal Rare Earth Elements Deposits of the United StatesOfficial record
Oct 2, 2026	Update	Timeline	Published the supply chain timeline (181 dated events since Jan 2025 and the dates ahead), the upcoming milestones page (44 dated milestones, with a calendar file and three that are past due and not confirmed) and the capacity tracker (36 rows in five steps, against 2030 demand).	The timeline and milestones are built from the dated events on the entity profiles and the policy pages, so they cannot disagree with them. The capacity tracker adds up the capacity each owner states, one unit at a time, and labels every figure as output, stated capacity, a company target, a study design or derived.	OSTI review, Minerals Engineering 249 (Kashyap et al., 2026)Research paper
Oct 2, 2026	Correction	White Mesa Mill	White Mesa's Phase 2 circuit (over 6,000 t/yr of NdPr oxide for about $410M) is shown as planned, not under construction: Energy Fuels expects to complete it by mid-2029, subject to licensing, financing, feed and a final investment decision. The construction that began on Jul 29, 2026 is a separate expansion of the Phase 1 circuit for heavy rare earths, about $104M, adding up to about 120 t/yr of dysprosium oxide and 20 t/yr of terbium oxide.	The Energy Fuels profile said Phase 2 construction was reported as started in Q2 2026. The Q2 2026 10-Q says only the Phase 1 expansion is under construction.	Energy Fuels 10-Q for Q2 2026 (SEC)Official record
Oct 2, 2026	Correction	White Mesa Mill	The terbium and dysprosium circuits at White Mesa Mill are due by the end of 2027, with commissioning as early as Q4 2027, not mid-2027. The Energy Fuels profile, the mines page, the separation guide and the methodology page now say so.	The Q2 2026 10-Q, the latest filing, gives the end of 2027. Mid-2027 comes from earlier company statements and some summaries, and the methodology page no longer attributes it to the 10-Q.	Energy Fuels 10-Q for Q2 2026 (SEC)Official record
Oct 2, 2026	Clarification	MP Materials	MP Materials' Independence magnet capacity of about 3,000 t/yr is described as projected: the 10-K says MP committed to expand the plant to a projected 3,000 t/yr, and the 10X campus is an estimated 7,000 t/yr once completed and scaled.	The profile, the magnet guide and the company hub called 3,000 t/yr the plant's capacity. Output is not published.	MP Materials 10-K for 2025 (SEC)Official record
Oct 2, 2026	Update	Guides	Published the guides hub and ten guides: the mine to magnet supply chain, mining, separation, metals and alloys, magnets, recycling, why the US cannot process most of its own rare earths, deposit types, project stages and resource estimates.	The process guides follow a peer-reviewed 2026 review of US rare earth production, the USGS and Department of Energy reports and company filings, and the reading guides follow the SEC S-K 1300 definitions, the JORC Code and Canadian securities regulators. Company figures are labeled company-reported and derived numbers say how they were derived.	OSTI review, Minerals Engineering 249 (Kashyap et al., 2026)Research paper
Oct 2, 2026	Correction	Sheep Creek	The next milestone in the project tables is the Forest Service review of the reduced plan the company filed on Jun 12, 2026, with a decision estimated for Jul 2027.	The project table still said a revised plan was expected to be refiled, which the profile page had already moved past. The next-step lines for Lemhi Pass and Diamond Creek now match their profiles too.	Forest Service: Sheep Creek Rare Earth Exploration ProposalOfficial record
Oct 2, 2026	Clarification	La Paz	La Paz's average grade of about 0.04% is labeled total rare earth elements (TREE), not total rare earth oxide (TREO), on the American Rare Earths profile, the project tables, the Arizona page and the grade chart.	The JORC 2012 estimate is 391 ppm TREE. An oxide figure for the same rock would be higher, because oxides weigh roughly 14% to 27% more than the elements, so the label matters when comparing it with TREO grades elsewhere.	Stockhead: La Paz resource upgraded (Aug 2021 JORC estimate)Independent press
Oct 1, 2026	Update	Policy	Published the policy hub and nine explainers: China export controls, the DFARS 2027 rule, FAST-41 permitting, NRC and Agreement State licensing, the MP Materials Pentagon deal, the NdPr price floor, Project Vault, DOE funding and government equity stakes.	Each explainer is written from the agreement, rule or announcement itself where one is public: the MP Materials agreements filed with the SEC, the DFARS clause, Executive Order 14415, the Federal Register notice for Wyoming and the agencies' own releases.	See the page
Oct 1, 2026	Update	Government support	Added four federal rows: three for Serra Verde, the Brazilian mine USA Rare Earth bought on Sept 3, 2026 (a $565M DFC loan with warrants for up to 12% of SVRE Holdings, approved Dec 10, 2025; a $750M Department of War investment in the offtake vehicle; a $300M Department of War forward purchase contract, both Aug 24, 2026), and Phoenix Tailings' selection by DOE for award negotiation (about $66M, Jun 2, 2026). The Serra Verde rows are counted in the tracker and left off the state pages.	The tracker should list every federal support item for a company in the directory. The Serra Verde items were announced before and around the acquisition and are not confirmed as paid.	Department of War: $750 million investment in a $1.55 billion initiative for Serra Verde (Aug 24, 2026)Official record
Oct 1, 2026	Correction	Government support	The $67M for ElementUSA and the Colorado School of Mines is listed as announced, not closed or awarded. DOE selected the project for award negotiation on Jun 2, 2026 and says selection is not a commitment to fund.	An earlier row, and several pages that repeated it, called it an award because the school and press reports did. DOE gave no per-project amounts; the $67M is the school's figure.	Department of Energy: $134 million for rare earth demonstration facilities (Jun 2, 2026)Official record
Oct 1, 2026	Correction	MP Materials	The Department of War's stake is stated as $400M of preferred stock plus a warrant, which together equal about 15% of the shares outstanding on Jul 9, 2025, if fully converted and exercised. The preferred stock alone converts into 13,320,013 shares at $30.03; the warrant adds 11,201,659 shares.	Earlier lines said the preferred stock converts into about 15%. The 15% in the 10-K includes the warrant.	MP Materials 10-K for 2025 (SEC)Official record
Oct 1, 2026	Correction	NdPr price floor	The NdPr price floor settles against MP Materials' own volume-weighted realized price for the quarter, not a market price, and covers NdPr products (concentrate, oxide and metal) that are stockpiled, sold to an affiliate for magnets or sold to a third party. MP pays the government 30% of any excess once 10X is at full production.	Earlier text said the department pays the difference when the market price of NdPr oxide is below $110/kg. The agreement defines the benchmark as MP's realized price.	Price Protection Agreement, Exhibit 10.6 to MP Materials' Form 8-K (SEC)Official record
Oct 1, 2026	Clarification	MP Materials Pentagon deal	MP Materials' $150M loan from the Department of War is described by its purpose in the 10-K: to extend heavy rare earth refining at Mountain Pass to samarium oxide separation. It is a 12-year note at 5.38% maturing Aug 1, 2037.	An earlier line described it only as a loan for heavy rare earth separation.	MP Materials 10-K for 2025 (SEC)Official record
Oct 1, 2026	Update	USA Rare Earth	Added the Serra Verde offtake vehicle's capitalization (completed Aug 24, 2026): a $750M Department of War investment, a Department of War forward purchase contract for at least $300M of products over five years and a $500M bank commitment letter, with floor prices including dysprosium and terbium (company-reported). Added DFC's $565M loan with warrants for up to 12% of SVRE Holdings.	The profile described the offtake vehicle only as funded by the US government and private investors.	USA Rare Earth: capitalization of the Serra Verde offtake vehicle (SEC, Aug 24, 2026)Official record
Oct 1, 2026	Clarification	Oklahoma	Phoenix Tailings' DOE-selected demonstration facility is listed in Oklahoma because DOE's first announcement named Ardmore, Oklahoma. DOE later updated its page to simplify project locations and the company's release names no site, so the page says the site is unconfirmed.	The location appears only in the first version of the announcement.	AJOT: copy of DOE's first announcement (Jun 2026)Syndicated copy
Oct 1, 2026	Clarification	Rare earth processing and refining companies in the US	Rare Earth Salts (Beatrice, Nebraska) is shown with two statements: the company announced commercial-scale production of heavy and light rare earths without solvent extraction in Aug 2023, and the OSTI review lists it as an e-waste separation demonstration plant. Output is not confirmed.	An earlier line said the process was shown only at bench scale. The sources differ, so the page states each with its source.	Rare Earth Salts announcement (Business Wire, Aug 2023)Company document
Oct 1, 2026	Clarification	Wyoming	Peabody's Wyoming pilot is described as selected by the Department of Energy on Jul 1, 2026 to negotiate an award, not as awarded.	DOE says selection is not a commitment to issue an award. The earlier company summary said "award".	Department of Energy announcementOfficial record
Oct 1, 2026	Clarification	USA Rare Earth	USA Rare Earth's stake in Carester (about 13.6%) is shown as agreed, not completed: definitive agreements were signed on Jul 23, 2026, with funding expected in the third quarter of 2026 and completion not confirmed.	An earlier line said the company holds the stake. The company's own 8-K describes the investment as pending customary closing conditions.	USA Rare Earth 8-K on the Carester investment (SEC)Official record
Oct 1, 2026	Update	USA Rare Earth	The Commerce equity terms are now stated: 16.1 million shares and about 17.6 million warrants under the definitive agreements of Jun 3, 2026. The release gives no percentage and does not say whether they have been issued.	The profile had pointed readers to the 8-K for the final terms.	USA Rare Earth 8-K on the Commerce definitive agreements (SEC)Official record
Oct 1, 2026	Clarification	ReElement Technologies	Mitsubishi Materials' investment in ReElement is shown as planned: announced on Mar 31, 2026 as an investment in preferred shares, with the amount not disclosed.	An earlier line called Mitsubishi Materials a strategic investor without saying the investment was still planned.	ReElement and Mitsubishi Materials press release (Mar 31, 2026)Syndicated copy
Oct 1, 2026	Update	Rare earth mines in the US	The mines dataset now names the county for Halleck Creek (Albany County, northeastern) and Elk Creek (Johnson County, southeast Nebraska), and no longer carries "confirm county" notes.	The place labels in the download were older than the profile pages.	See the page
Oct 1, 2026	Update	Methodology	Confidence grades now follow published minimum-evidence rules. Colosseum moved from High to Medium, Dateline Resources from High to Medium and ElementUSA from Medium-High to Medium.	Each of the three had fewer primary sources on file than its grade requires, and Colosseum is an exploration project without a rare earth estimate, which the rules cap at Medium. Every grade is checked against the rules at build time.	See the page
Oct 1, 2026	Update	Sources	Every source list now tags each link as an official record, company document, research paper, independent press, syndicated copy or reference work. Syndicated copies and Wikipedia were replaced by primary documents on the Vulcan Elements, ReElement, Phoenix Tailings, American Resources, Cyclic Materials and REalloys profiles and on five tracker rows.	A reader should see at a glance whether a number rests on a filing, a company release or a copy of one.	See the page
Oct 1, 2026	Update	Government support	Added two federal rows that profile pages already showed: REalloys' non-binding EXIM letter of interest for up to $200M (Oct 29, 2025, stated to remain in effect through Oct 14, 2026) and ReElement's $25M Department of War investment (Jul 15, 2026).	The tracker should list every federal support item that a profile page shows.	Department of War release on ReElementOfficial record
Oct 1, 2026	Clarification	Government support	Vulcan Elements' $50M from Commerce is listed as a non-binding preliminary letter of intent (CHIPS Program Office, Nov 3, 2025), not a final award. The Office of Strategic Capital loans to Vulcan ($620M) and ReElement ($80M) are listed as conditional loan commitments.	The agencies' own announcements use those terms, and closing is not confirmed in the sources checked.	Commerce CHIPS Program Office announcementOfficial record
Oct 1, 2026	Clarification	Government support	The Department of Energy's five coal-waste rare earth pilots ($75M, Jul 1, 2026) are listed as announced, not awarded.	DOE says selection for award negotiations is not a commitment to issue an award, and amounts per project are not disclosed.	Department of Energy announcementOfficial record
Oct 1, 2026	Clarification	Aclara Resources	Aclara's EXIM item is a non-binding letter of interest dated Sept 4, 2026, for up to $750M with a tenor of up to 15 years, not a loan approval or an application in review.	The letter is subject to due diligence, underwriting and authorization.	Aclara release (newswire.ca)Company document
Oct 1, 2026	Update	Government support	REEcycle's $5.1M Defense Production Act Title III award is dated Jan 2025, from the Department of Defense release.	An earlier entry gave 2024.	Department of Defense releaseOfficial record
Oct 1, 2026	Clarification	American Resources Corp	American Resources is a minority holder of ReElement (about 19% of common shares as of Nov 2025), not its parent. Its own business is eastern Kentucky metallurgical coal.	American Resources disclosed the stake in an SEC exhibit, and ReElement describes itself as a portfolio company.	American Resources press release (SEC exhibit 99.1)Official record
Oct 1, 2026	Update	Bokan Mountain	Bokan Mountain's resource is Ucore's Apr 14, 2026 estimate: 5.15 Mt at about 0.58% TREO (technical report effective Apr 9, 2026).	It replaces an older 5.23 Mt at about 0.65% figure from a review that predates the update.	See the page
Oct 1, 2026	Update	La Paz	La Paz shows its JORC 2012 estimate of 170.6 Mt at 391 ppm TREE (Aug 2021), with about 4.4 Mkg of scandium oxide.	An earlier entry said no tonnage was published. 391 ppm is the same grade as 0.04%.	See the page
Oct 1, 2026	Clarification	Sheep Creek	Sheep Creek shows two grade figures: about 9% TREE (company statements) and about 20% total rare earths (the OSTI review). Both are sample values and there is no resource estimate.	The sources differ and neither can be set aside, so the page shows both with their sources.	See the page
Oct 1, 2026	Clarification	White Mesa Mill	White Mesa's heavy rare earth timing is shown as two company statements: Phase 1 dysprosium and terbium in mid-2027 (10-Q), and an expansion that began construction on Jul 29, 2026, with terbium and dysprosium circuits due by end of 2027.	Both statements are current and cover different scopes.	See the page
Oct 1, 2026	Clarification	Lynas USA	The Department of Defense money for the Seadrift, Texas plant is shown as reported: $258M for the contract (Mining Weekly) and $288M received (Lynas, Aug 2025).	The two figures differ and the sources do not reconcile them, so the page states each with its source and does not pick one.	See the page
Oct 1, 2026	Update	Brook Mine	Brook Mine is classed as Development, not a producing coal mine with rare earth plans. A Hatch conceptual study (Jul 29, 2026) targets initial production in 2031. Two pending lawsuits are shown as allegations with the company's response.	Brook has not begun commercial coal production or shipment.	Ramaco 10-K for fiscal 2025 (SEC)Official record
Oct 1, 2026	Update	USA Rare Earth	USA Rare Earth closed the Serra Verde acquisition on Sept 3, 2026, and signed definitive Commerce agreements on Jun 3, 2026 (up to $277M funding plus up to $1.3B loan, tied to milestones).	Both were pending or non-binding in earlier entries. The tracker status moved from non-binding to conditional.	See the page
Oct 1, 2026	Update	Energy Fuels	Energy Fuels closed its acquisition of Australian Strategic Materials on Aug 28, 2026. The VAC closing is expected in Q1 2027.	The earlier entry said closing was expected in early 2027.	See the page
Oct 1, 2026	Update	MP Materials	MP Materials 10X is under construction and is about 7,000 t/yr of magnets. With Independence (3,000 t/yr) the combined target is 10,000 t/yr.	The earlier 10,000 t/yr figure was the combined target.	See the page
Oct 1, 2026	Clarification	eVAC Magnetics	The eVAC Sumter opening ceremony was held Jul 15, 2026. The VAC press release is dated Jul 16.	Two dates circulate; the page uses the date of the event.	See the page

Entries dated Oct 1, 2026 record the initial verification pass before launch. A correction is logged only when a published statement was wrong.

What do the three entry types mean?

An update adds a new fact or records a status that moved. A correction fixes a published statement that was wrong. A clarification changes wording or labeling because sources differ or a term is easy to misread.

UpdateA new fact, or a status that moved.
CorrectionA published statement that was wrong and has been fixed.
ClarificationWording or labeling changed because sources differ or a term is easy to misread.

When are pages verified, and how does that relate to this log?

Facts on live pages are verified through Oct 1, 2026. The verification date moves when a page is re-read against its sources, and this log records the changes that pass produced.

The schedule for re-verification, and what is checked, is on the methodology page. The date on a page is not the date of its newest fact: timelines carry the dates of events themselves.

Questions about the log

What is the difference between an update and a correction?

How do I report something that is missing from the log?

Use the corrections page. A confirmed error is fixed within 48 hours and logged here with its date, the page and the reason.

Does the log list every edit?

It lists changes to published facts: figures, statuses, dates, labels and grades. It does not list changes to wording or layout that leave a fact as it was.

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