EXIM Bank’s investment in Aclara’s heavy rare earths processing facility provides financing path to address global supply concerns: CFO

Fastmarkets09-16

“There isn’t yet an industrial-scale facility for heavy rare earth production outside China,” Motte said. The Louisiana facility could cover “a very large portion of Western demand today,” he added. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2667609686?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-09-16 12:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2667609686","market":"hk","top_or_hot":-1,"title":"EXIM Bank’s investment in Aclara’s heavy rare earths processing facility provides financing path to address global supply concerns: CFO","media":"Fastmarkets","content":"<div>\n<p>“There isn’t yet an industrial-scale facility for heavy rare earth production outside China,” Motte said. The Louisiana facility could cover “a very large portion of Western demand today,” he added.\n...</p>\n\n<a href=\"https://www.fastmarkets.com/insights/exim-banks-investment-in-aclaras-heavy-rare-earths-processing-facility-provides-financing-path-to-address-global-supply-concerns-cfo/\">Source Link</a>\n\n</div>\n","source":"fastmarkets_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EXIM Bank’s investment in Aclara’s heavy rare earths processing facility provides financing path to address global supply concerns: CFO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEXIM Bank’s investment in Aclara’s heavy rare earths processing facility provides financing path to address global supply concerns: CFO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-16 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fastmarkets.com/insights/exim-banks-investment-in-aclaras-heavy-rare-earths-processing-facility-provides-financing-path-to-address-global-supply-concerns-cfo/><strong>Fastmarkets</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“There isn’t yet an industrial-scale facility for heavy rare earth production outside China,” Motte said. The Louisiana facility could cover “a very large portion of Western demand today,” he added.\n...</p>\n\n<a href=\"https://www.fastmarkets.com/insights/exim-banks-investment-in-aclaras-heavy-rare-earths-processing-facility-provides-financing-path-to-address-global-supply-concerns-cfo/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z4B17.USD","symbol_name":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.fastmarkets.com/insights/exim-banks-investment-in-aclaras-heavy-rare-earths-processing-facility-provides-financing-path-to-address-global-supply-concerns-cfo/","article_id":"2667609686","we_media_id":null,"thumbnails":[],"rights":{"source":"fastmarkets_highlight","url":"https://www.fastmarkets.com/insights/exim-banks-investment-in-aclaras-heavy-rare-earths-processing-facility-provides-financing-path-to-address-global-supply-concerns-cfo/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2667609686","pubTimestamp":1789531200,"columns":[],"sourceInfo":{"source_id":"fastmarkets_highlight","name":"Fastmarkets"},"weMediaInfo":null,"summary":"The Export-Import Bank of the United States (EXIM)’s planned $750 million investment in Aclara’s heavy rare earths processing facility in the US provides the company with an important financing path toward solving the global heavy rare earths supply concerns outside of China, Aclara chief financial officer François Motte said in an exclusive interview with Fastmarkets on Friday September 4, 2026.","collect":0,"end_time":0,"defaultTopTitle":"fastmarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","CRS":"卡朋特科技","BK4187":"航天航空与国防","MVPS":"Amplify Thematic All-Stars ETF","REMX":"VanEck Rare Earth and Strategic Metals ETF","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","PYZ":"Invesco Dorsey Wright Basic Materials Momentum ETF","BK4006":"钢铁","CRIT":"Optica Rare Earths & Critical Materials ETF","FXZ":"First Trust Materials AlphaDEX Fund","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","XAR":"SPDR S&P Aerospace & Defense ETF"},"translate_title":"进出口银行对阿克拉拉重稀土加工厂的投资为解决全球供应问题提供了融资途径：首席财务官","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REMX":1.5,"MVPS":1.5,"XAR":0.6,"CRIT":1.5,"CRS":1,"FXZ":1.5,"PYZ":0.6},"content_text":"“There isn’t yet an industrial-scale facility for heavy rare earth production outside China,” Motte said. The Louisiana facility could cover “a very large portion of Western demand today,” he added.\nEstablishing near-term separation capacity for heavy rare earths is a priority, Motte said, especially with “the truce between US and China [ending] in November.”\nChina export controls increase urgency for Western supply chains\nChina possesses 60% of mining capacity globally and 90% of rare earths refining capacity, according to documents published by the US Congressional Research Service (CRS). Currently, China has export controls on samarium, terbium, gadolinium, scandium, yttrium and lutetium. \nChina and the US have a trade truce in place that suspends “heightened reciprocal tariffs,” which US President Donald Trump and Chinese President Xi Jinping agreed to November 4, 2025, but the agreement will expire November 10. Market participants are concerned the end of the truce could further disrupt supply availability for rare earths.  \nSupply of heavy rare earths outside China remains an unresolved challenge, Motte added, and EXIM’s support could help Aclara address that gap.\nProject Dynamo expands output beyond NdPr, dysprosium and terbium\nAclara initially planned for the plant to separate neodymium-praseodymium (NdPr), dysprosium and terbium. It has since added production lines for samarium, gadolinium and yttrium.\nThe Louisiana plant, titled as Project Dynamo, is designed to process mixed rare earth carbonate from Aclara’s Carina project in Goiás, Brazil, and its Penco Module in Chile’s Biobío region. The two upstream assets minimize both geopolitical and supply risk, according to Motte.\nAclara is targeting production at the Louisiana site in the second half of 2028. Motte said the facility has room to expand as rare earth demand grows.\n“The separation facility is sized to the elements that will be produced rather than how much [rare earth oxides] is coming into the facility,” Motte said. Aclara expects annual output to average about 1,300 tonnes of NdPr, 200 tonnes of dysprosium and 30 tonnes of terbium.\nThe company also plans to produce about 1,400 tonnes per year of yttrium and approximately 180 tonnes each of samarium and gadolinium, Motte said.\nAclara targets the US and its allies with Louisiana plant\nAclara expects Project Dynamo to serve the electromobility, robotics and advanced technology industries, along with the growing artificial intelligence economy, the company said in its September 4 announcement. \nBut, support from EXIM would not restrict output from the Louisiana plant to only the US market. Instead, Aclara plans to supply customers in the United States and allied countries, Motte said.\n“We’re engaging with customers globally,” he said. Aclara is pursuing private memoranda of understanding (MOU) and conditional agreements, with some discussions already progressing toward binding contracts. Advancing commercial negotiations alongside financing is a priority, he added.\n“The value that Aclara brings is the integration,” Motte said. “Having these two mines feeding this facility in Louisiana is a very special case that we don’t normally see around the world.”\nStay informed, make confident decisions and navigate the dynamic rare earths market with Fastmarkets. Ask about our products today","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.50.0","shortVersion":"4.50.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2667609686","isCrawlerRequest":true}