Terres rares : Exploration et production miniére

[energy_isere]

Terres rares : Solvay sécurise des contrats pour sa future usine de La Rochelle

Grâce à deux contrats signés, notamment avec des acteurs américains, le chimiste belge renforce l'autonomie occidentale face à la domination chinoise. Une étape clé pour sécuriser l'approvisionnement en métaux critiques.

Par Étienne Goetz le 12 nov. 2025

Solvay vient de franchir une étape importante dans le développement d'une filière européenne de terres rares et de réduction de la dépendance à la Chine. Ce mercredi, le chimiste belge a annoncé avoir sécurisé deux contrats avec des producteurs d'aimants permanents, de quoi assurer un premier débouché à son usine de séparation de terres rares à La Rochelle, en France. Un site qui pourrait, à terme, répondre à une bonne part de la demande européenne.

Mais pour le moment, l'histoire de cette usine s'écrit avant tout en anglais, puisque Solvay a signé un partenariat stratégique pour la vente de samarium avec le fabricant d'aimants permanents américain Permag, et le spécialiste des alliages britannique Less Common Metals (LCM), qui fera une première étape de transformation. En parallèle, Solvay a conclu un autre contrat par lequel il s'engage à livrer du néodyme, du praséodyme et du terbium à Noveon, un autre producteur américain d'aimants permanents. ... abonnés

https://www.lesechos.fr/finance-marches ... le-2198203

[energy_isere]

Des terres rares dans une carrière de cailloux de ballast aux Etats unis / Texas !

Tactical Raises up to $140M for Texas Rare Earths Project

2025-11-12

Tactical Resources (TSXV: RARE) announced on Monday that U.S. asset manager Yorkville Advisors Global has agreed to provide up to $140 million in financing to support the company’s rare earths project in Texas, contingent on the completion of its planned merger with Plum Acquisition, expected by December 31. The package includes $40 million in convertible debt and a $100 million standby equity purchase agreement.

Vancouver-based Tactical holds rights to tailings inventory at the Sierra Blanca quarry, which could serve as immediate feedstock for rare earth element (REE) processing. The Peak project aligns with U.S. efforts to boost domestic REE production, critical for high-powered magnets, fuel cells, and superconductors. CEO Ranjeet Sundher said: “This financing package validates the assets and business plan that Tactical is developing, and provides a clear path to potentially becoming the second at-scale U.S. supplier of rare earths in the U.S.” He added: “Our existing tailings inventory fundamentally changes the economics and timeline of rare earth production, and we aim to move directly to processing rather than spending 10 or more years in the long-lead mine development and construction phases.”

The merger with Plum will allow the combined company to list on the Nasdaq. The deal, initially announced in August 2024, gives the pro-forma company an enterprise value of about $589 million. Under the terms, Yorkville’s $100 million in equity financing would be available within three years after the closing. Tactical is also seeking additional funding from strategic investors.

Sierra Blanca, located about 113 km southeast of El Paso, currently produces ballast material for the Union Pacific railway. Tactical’s agreement grants access to tailings potentially enriched with REEs, with an option to purchase the mining lease and quarry operations. The Peak project sits on the northwest side of the Sierra Blanca laccolith, composed mostly of tertiary rhyolite porphyry. REE minerals occur within biotite in the rhyolite units.

Tactical plans to advance a sampling and testing program at Peak to evaluate its REE potential, which will support future exploration work for a maiden mineral resource. Plum chairman and CEO Kanishka Roy said: “While many companies claim to be a rare earth supplier, we believe Tactical is only the second U.S. company to already have existing potential feedstock at scale, and thus a much clearer potential near-term path to supplying rare earths to multiple vertical industries critical to the U.S. economy.” He added: “As the United States prioritizes domestic critical minerals production, Tactical is positioned to become a cornerstone of America’s rare earth supply chain into the next century.”

Following the announcement, Tactical shares initially rose as much as 6% but closed down 3.3% at C$1.45 in Toronto, giving the company a market value of about C$53 million ($38 million). The stock has traded between C$0.19 and C$2.05 over the past year.

This financing and merger plan positions Tactical to leverage existing feedstock and advance rapidly toward processing rare earths, supporting U.S. domestic production goals and supplying key industries with critical materials.

https://en.wedoany.com/shortnews/71436.html

[energy_isere]

Ionic Rare Earths signs preliminary deal for US recycling plant

Reuters | November 10, 2025

Ionic Rare Earths said on Monday it has signed a non-binding memorandum of understanding with US Strategic Metals to build a recycling facility that will produce rare earth oxides, including those subject to export restrictions from China.


The Missouri recycling facility is expected to produce significant quantities of neodymium and praseodymium (NdPr) as well as heavy rare earths including dysprosium, terbium, samarium, gadolinium, and holmium, the companies said in a joint statement.

The agreement focuses on rapidly producing high-purity, separated magnet rare earth oxides, with potential expansion to include a wide range of magnet and heavy rare earths from a range of strategically sourced mixed rare earth carbonates, the statement said.

“Magnet recycling is the fastest and lowest-cost pathway to developing an ex-China rare earth supply chain in the United States,” Ionic Rare Earths managing director Tim Harrison said.

Ionic Rare Earths said it was looking to replicate the capability it has demonstrated at its Belfast recycling plant to provide a strategic supply of magnet and heavy rare earths into the US supply chain.

The MOU comes after the US and Australia signed a wide-ranging critical minerals agreement last month with an aim of countering China’s hold over the industry.

https://www.mining.com/web/ionic-rare-e ... ing-plant/