{ "name": "Strategic Materials Policy Tracker", "version": "v0.6-capital-intelligence", "generatedAt": "2026-11-03", "scopeFrom": "2018", "notice": "Categorical, source-grounded labels only — no synthetic risk scores. Framing claims are anchored to quoted passages. Not legal or compliance advice.", "counts": { "events": 66, "framing": 57, "materials": 14, "jurisdictions": 8, "sources": 189, "financialCommitments": 96, "controlMeasures": 45, "organizations": 122, "projects": 102, "programmes": 12, "projectDesignations": 59, "projectMilestones": 2 }, "events": [ { "id": "evt-eu-crma-strategic-projects-2026-10", "date": "2026-10-09", "jurisdiction": "eu", "issuingBody": "European Commission", "titleOriginal": "Commission Decision of 9.10.2026 recognising certain critical raw material projects as Strategic Projects under Regulation (EU) 2024/1252 of the European Parliament and of the Council", "titleOriginalLang": "en", "titleEn": "Commission Decision recognising 46 critical raw material projects in the EU as Strategic Projects under the Critical Raw Materials Act", "titleEnSource": "na", "documentNumber": "C(2026) 8051 final", "policyStatus": "unclear", "mechanism": [ "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "germanium", "graphite", "lithium", "cobalt", "nickel", "tungsten" ], "affectedSectors": [ "battery", "defense" ], "summary": "The Commission's second list of Strategic Projects in the EU under Regulation (EU) 2024/1252, adopted under Article 7(9) after the second call cut-off of 15 January 2026. The Decision records 101 applications from projects in Member States, 98 of them complete, and recognises the 46 projects in its annex. Twenty-six of the 46 name at least one material SMPT tracks and are recorded as designations: four rare-earth projects for magnets (BREES, HyProMag GmbH, Silmet 2.0, Sokli), one gallium project (GaRefine), one germanium project, three naming tungsten, and battery-material projects naming lithium, graphite, cobalt or nickel. The other 20 name only copper, aluminium, magnesium, titanium, silicon or platinum group metals and are not coded. Recognition is not funding; no amount is recorded.", "analyticalSignificance": "The second list of Strategic Projects in the EU; recognition, not money, and any funding that follows is a separate decision. For rare earths it adds an extraction project (Sokli), a processing project in Estonia (Silmet 2.0) and two recycling projects for rare earth elements for magnets (BREES, HyProMag GmbH) to the five rare-earth projects on the first EU list of March 2025. Status is coded unclear: the Decision is addressed to the project promoters (Article 2), and the sources read do not establish when it was notified to them or took effect; the two 2025 lists are coded in force, a coding difference rather than a legal finding. The date recorded is the date of adoption, 9 October 2026; the Decision was published in the Official Journal on 22 October 2026 as Commission Decision (EU) 2026/2349. Cross-round comparison of lithium is limited: four March 2025 designations list battery-grade lithium without coding it as lithium, while this list codes it as lithium.", "supersededByEventId": null, "sourceIds": [ "src-ec-crma-sp-decision-2026-10", "src-ec-crma-sp-annex-2026-10", "src-ec-rep-lu-2026-10-09", "src-eurlex-dec-2026-2349" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-10-22", "discoveredAt": "2026-11-03", "verifiedAt": "2026-11-03", "publishedAt": null } }, { "id": "evt-jp-espa-japan-new-metals-tungsten-2026", "date": "2026-09-07", "jurisdiction": "japan", "issuingBody": "METI / JOGMEC", "titleOriginal": "経済安全保障推進法に基づく重要鉱物の供給確保計画の認定（日本新金属株式会社、認定番号２０２６重要鉱物第３号－１）", "titleOriginalLang": "ja", "titleEn": "Certification of Japan New Metals' critical-minerals supply-assurance plan for tungsten under the Economic Security Promotion Act", "titleEnSource": "self", "documentNumber": "２０２６重要鉱物第３号－１", "policyStatus": "active", "mechanism": [ "supply_chain_security", "funding" ], "affectedMaterialIds": [ "tungsten" ], "affectedSectors": [ "industrial" ], "summary": "On 7 September 2026 (令和8年9月7日) METI certified the supply-assurance plan of Japan New Metals Co., Ltd. (日本新金属株式会社) under the Economic Security Promotion Act (certification number ２０２６重要鉱物第３号－１): expanded tungsten hydrometallurgical refining facilities in Japan. METI's list gives a subsidy of about 20億円 (JPY 2 billion), paid by JOGMEC at half the applicant's cost of the undertaking. JOGMEC's list of grant decisions, as read on 23 September 2026, does not yet include it.", "analyticalSignificance": "Japan's economic-security support works through certification plus a half-cost grant to a named domestic company, rather than equity or loans. Its tungsten plans reach the powder and carbide stages whose export China licensed from February 2025 (Announcement No. 10).", "supersededByEventId": null, "sourceIds": [ "src-meti-critical-minerals-certified-plans", "src-jogmec-critical-minerals-grants" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": null, "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-uk-nwf-tungsten-west-2026", "date": "2026-08-25", "jurisdiction": "uk", "issuingBody": "National Wealth Fund", "titleOriginal": "National Wealth Fund backs Tungsten West to unlock critical UK tungsten supply", "titleOriginalLang": "en", "titleEn": "National Wealth Fund backs Tungsten West to unlock critical UK tungsten supply", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "tungsten" ], "affectedSectors": [ "defense", "energy", "industrial" ], "summary": "On 25 August 2026 the National Wealth Fund announced that it is investing up to £71 million in Tungsten West (£36 million equity plus up to £35 million in lending) to fund construction, commissioning and processing costs for restarting production at the Hemerdon tungsten and tin mine near Plymouth, Devon, described as one of the world's largest tungsten resources. The investment also unlocks an exclusive negotiation period giving the UK Government the right to procure up to 50% of the mine's tungsten production, per Tungsten West's 2025 Feasibility Study — the release states this offtake agreement itself is being negotiated separately by the UK Government and had not been concluded as of this announcement.", "analyticalSignificance": "Gives the UK a third, more specific event beyond its two Critical Minerals Strategy documents (evt-uk-cms-2022, evt-uk-cms-2025), and is directly on-material: tungsten is one of the corpus's eleven tracked materials, and this is the first UK event to name it in a concrete financing instrument rather than a strategy list.", "supersededByEventId": null, "sourceIds": [ "src-nwf-tungsten-west-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-08-25", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-jp-espa-santoku-rare-earth-2026", "date": "2026-07-29", "jurisdiction": "japan", "issuingBody": "METI / JOGMEC", "titleOriginal": "経済安全保障推進法に基づく重要鉱物の供給確保計画の認定（株式会社三徳、認定番号２０２６重要鉱物第２号－１）", "titleOriginalLang": "ja", "titleEn": "Certification of Santoku's critical-minerals supply-assurance plan for rare earths under the Economic Security Promotion Act", "titleEnSource": "self", "documentNumber": "２０２６重要鉱物第２号－１", "policyStatus": "active", "mechanism": [ "supply_chain_security", "funding" ], "affectedMaterialIds": [ "rare-earth-elements" ], "affectedSectors": [], "summary": "On 29 July 2026 (令和8年7月29日) METI certified the supply-assurance plan of Santoku Corporation (株式会社三徳) under the Economic Security Promotion Act (certification number ２０２６重要鉱物第２号－１): new smelting facilities in Japan to increase rare earth production. METI's list gives a subsidy of about 8億円 (JPY 0.8 billion), paid by JOGMEC at half the applicant's cost of the undertaking. JOGMEC lists the grant among its FY2026 (令和8年度) grant decisions.", "analyticalSignificance": "Japan's economic-security support works through certification plus a half-cost grant to a named domestic company, rather than equity or loans. Its rare-earth plans add smelting capacity inside Japan at the stages whose Chinese technology exports Announcement No. 62 placed under licence in October 2025.", "supersededByEventId": null, "sourceIds": [ "src-meti-critical-minerals-certified-plans", "src-jogmec-critical-minerals-grants" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": null, "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-jp-jogmec-lofdal-2026", "date": "2026-07-23", "jurisdiction": "japan", "issuingBody": "JOGMEC (Japan Organization for Metals and Energy Security), jointly with Toyota Tsusho Corporation", "titleOriginal": "ナミビア共和国におけるレアアース探査・開発事業を行う特定目的会社の設立およびJOGMECの出資について", "titleOriginalLang": "ja", "titleEn": "Establishment of a Special Purpose Company for Heavy Rare Earth Development in the Republic of Namibia and Investment by JOGMEC", "titleEnSource": "official", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "ndfeb-magnets" ], "affectedSectors": [ "defense", "energy", "industrial" ], "summary": "JOGMEC decided to invest up to CAD 47.668 million (約54.6億円, given as approximately 5.5 billion yen in JOGMEC's own English version) in TJ Namibia Rare Earths Corporation, a special purpose company established by Toyota Tsusho to carry the Lofdal heavy-rare-earth project in the Kunene Region of Namibia. The initial investment was made on 23 July 2026 and announced jointly on 30 July 2026. The project began as a JOGMEC exploration venture with Canada-based Namibia Critical Metals Inc. in 2020; Toyota Tsusho joined as co-developer in March 2026 after an open competitive tender for part of JOGMEC's option interest. A definitive feasibility study will run through TJ, with a final commercialisation decision targeted during FY2026.", "analyticalSignificance": "Japan's instrument set is equity through a state agency rather than export control, and this is the first Japanese rare-earth mine development in Africa. It targets dysprosium and terbium specifically — the heavy rare earths where Chinese separation capacity is most concentrated and which the April 2025 Chinese controls named — so it reads as diversification against a named chokepoint rather than general resource policy. Note this is a decision to invest in a project still at feasibility stage, not production capacity. The release describes an equity investment (出資) only; no offtake instrument is mentioned, so none is coded.", "supersededByEventId": null, "sourceIds": [ "src-jogmec-lofdal-ja", "src-jogmec-lofdal-en" ], "verificationStatus": "verified", "intakeMode": "monitored", "lifecycle": { "officialPublicationDate": "2026-07-30", "discoveredAt": "2026-08-11", "verifiedAt": "2026-08-11", "publishedAt": null } }, { "id": "evt-ca-trail-strategic-metals-2026", "date": "2026-07-07", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada / Canada Growth Fund", "titleOriginal": "Canada announces first agreement under new Canada Critical Minerals Accelerator", "titleOriginalLang": "en", "titleEn": "Canada Growth Fund and Teck strategic investment framework for Trail strategic metals expansion", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "germanium", "antimony", "gallium" ], "affectedSectors": [ "industrial", "defense", "semiconductor" ], "summary": "Canada's Critical Minerals Accelerator, Canada Growth Fund and Teck signed a Strategic Investment Agreement for the Trail Strategic Metals Initiative. The agreement establishes a commercial framework for up to C$400 million of equity-like CGF investment and potential government offtake rights, but the contemplated arrangements remained subject to definitive documentation and approvals.", "analyticalSignificance": "The framework targets an existing integrated smelting and refining complex and links germanium, antimony and potential gallium expansion to structured public investment, while remaining non-binding at the financing stage.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-trail-strategic-metals-2026", "src-teck-trail-strategic-metals-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-07-07", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-us-exim-stibnite-2026", "date": "2026-05-21", "jurisdiction": "us", "issuingBody": "Export-Import Bank of the United States", "titleOriginal": "Final approval of EXIM project finance for Perpetua Resources' Stibnite Gold Project", "titleOriginalLang": "en", "titleEn": "EXIM final approval of project finance for the Stibnite Gold Project", "titleEnSource": "na", "documentNumber": "AP768324XX", "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "antimony" ], "affectedSectors": [ "industrial", "defense" ], "summary": "On 21 May 2026 EXIM's board gave final approval to project-finance transaction AP768324XX for Perpetua Resources Idaho Inc.'s gold-and-antimony Stibnite project. EXIM's transaction table lists a financed amount of $2.906 billion and status 'Authorized'. Perpetua's June 2026 Form 10-Q states that the senior secured long-term loan remained subject to definitive documentation and conditions precedent before funds would become available.", "analyticalSignificance": "The approval moves Stibnite from smaller grant support into large-scale public project finance, while the tracker keeps board approval separate from loan closing and disbursement.", "supersededByEventId": null, "sourceIds": [ "src-exim-stibnite-board-2026", "src-exim-stibnite-transactions-2026", "src-perpetua-sec-2026-q2", "src-exim-mmia" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-05-21", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-jp-espa-shin-etsu-rare-earth-2026", "date": "2026-05-19", "jurisdiction": "japan", "issuingBody": "METI / JOGMEC", "titleOriginal": "経済安全保障推進法に基づく重要鉱物の供給確保計画の認定（信越化学工業株式会社、認定番号２０２６重要鉱物第１号－１）", "titleOriginalLang": "ja", "titleEn": "Certification of Shin-Etsu Chemical's critical-minerals supply-assurance plan for rare earths under the Economic Security Promotion Act", "titleEnSource": "self", "documentNumber": "２０２６重要鉱物第１号－１", "policyStatus": "active", "mechanism": [ "supply_chain_security", "funding" ], "affectedMaterialIds": [ "rare-earth-elements" ], "affectedSectors": [], "summary": "On 19 May 2026 (令和8年5月19日) METI certified the supply-assurance plan of Shin-Etsu Chemical Co., Ltd. (信越化学工業株式会社) under the Economic Security Promotion Act (certification number ２０２６重要鉱物第１号－１): new smelting facilities in Japan to increase rare earth production. METI's list gives a subsidy of about 175億円 (JPY 17.5 billion), paid by JOGMEC at half the applicant's cost of the undertaking. JOGMEC lists the grant among its FY2026 (令和8年度) grant decisions.", "analyticalSignificance": "Japan's economic-security support works through certification plus a half-cost grant to a named domestic company, rather than equity or loans. Its rare-earth plans add smelting capacity inside Japan at the stages whose Chinese technology exports Announcement No. 62 placed under licence in October 2025.", "supersededByEventId": null, "sourceIds": [ "src-meti-critical-minerals-certified-plans", "src-jogmec-critical-minerals-grants" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": null, "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-jp-espa-almt-tungsten-2026", "date": "2026-03-18", "jurisdiction": "japan", "issuingBody": "METI / JOGMEC", "titleOriginal": "経済安全保障推進法に基づく重要鉱物の供給確保計画の認定（株式会社アライドマテリアル、認定番号２０２５重要鉱物第２号－１）", "titleOriginalLang": "ja", "titleEn": "Certification of Allied Material's critical-minerals supply-assurance plan for tungsten under the Economic Security Promotion Act", "titleEnSource": "self", "documentNumber": "２０２５重要鉱物第２号－１", "policyStatus": "active", "mechanism": [ "supply_chain_security", "funding" ], "affectedMaterialIds": [ "tungsten" ], "affectedSectors": [ "industrial" ], "summary": "On 18 March 2026 (令和8年3月18日) METI certified the supply-assurance plan of Allied Material Corporation (株式会社アライドマテリアル) under the Economic Security Promotion Act (certification number ２０２５重要鉱物第２号－１): new tungsten reduction and carburisation facilities to raise production of tungsten powder and tungsten carbide powder. METI's list gives a subsidy of about 75億円 (JPY 7.5 billion), paid by JOGMEC at half the applicant's cost of the undertaking. JOGMEC lists the grant among its FY2025 (令和7年度) grant decisions.", "analyticalSignificance": "Japan's economic-security support works through certification plus a half-cost grant to a named domestic company, rather than equity or loans. Its tungsten plans reach the powder and carbide stages whose export China licensed from February 2025 (Announcement No. 10).", "supersededByEventId": null, "sourceIds": [ "src-meti-critical-minerals-certified-plans", "src-jogmec-critical-minerals-grants" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": null, "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-us-dow-usac-antimony-2026", "date": "2026-03-04", "jurisdiction": "us", "issuingBody": "U.S. Department of War", "titleOriginal": "Department of War Invests $27M for the Domestic Excavation, Extraction, Processing, and Refinement of Antimony", "titleOriginalLang": "en", "titleEn": "Department of War DPA support for United States Antimony Corporation", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "antimony" ], "affectedSectors": [ "defense", "industrial" ], "summary": "The Department of War announced a $27 million Defense Production Act Title III investment in United States Antimony Corporation for domestic antimony extraction, processing and refining. The award supports expansion and modernization at Thompson Falls, Montana and related Alaska mining integration. By June 2026, $16.2 million was obligated, $12.8 million had been paid after milestone approval, and the remaining $10.8 million required future authorization.", "analyticalSignificance": "The award combines midstream capacity expansion with upstream feedstock development, while its milestone structure makes the difference between headline award, obligated funds and cash paid directly observable.", "supersededByEventId": null, "sourceIds": [ "src-dow-usac-antimony-2026", "src-usac-2026-q2-10q" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-03-04", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-ca-nrcan-pdac-2026", "date": "2026-03-03", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada", "titleOriginal": "Government of Canada invests to unlock Canada’s critical minerals advantage", "titleOriginalLang": "en", "titleEn": "Government of Canada invests to unlock Canada’s critical minerals advantage (PDAC 2026 funding announcement)", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "graphite", "tungsten", "lithium" ], "affectedSectors": [ "battery" ], "summary": "On 3 March 2026 the Minister of Energy and Natural Resources announced up to $165.2 million for 22 projects across five NRCan programmes: the First and Last Mile Fund (which subsumed the Critical Minerals Infrastructure Fund), the Energy Innovation Program, the CMRDD program, the Indigenous Natural Resource Partnerships program and the Critical Minerals Geoscience and Data initiative. Five name a tracked material and are recorded: $1,878,250 (conditionally approved) for power and road infrastructure to Defense Metals' Wicheeda rare earth mine site; $4,750,000 for Green Graphite Technologies' battery-grade graphite demonstration; and three geoscience studies naming graphite, rare earth elements, tungsten and lithium. The $165.2 million total is not recorded, because most of it funds untracked minerals and infrastructure.", "analyticalSignificance": "Shows the long tail of Canadian support: small, programme-by-programme awards, with the tracked-material share concentrated in graphite upgrading and rare-earth mine infrastructure. The same graphite company received CMRDD support in 2024, so its capital history now spans two programmes.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-pdac-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-03-03", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-ca-g7-cmpa-2026", "date": "2026-03-02", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada", "titleOriginal": "Canada secures 30 new critical minerals partnerships and unlocks $12.1 billion in mining project capital", "titleOriginalLang": "en", "titleEn": "Canada announces second round of Critical Minerals Production Alliance partnerships and investments", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements" ], "affectedSectors": [ "defense", "industrial" ], "summary": "Natural Resources Canada announced the second round of Critical Minerals Production Alliance partnerships and investments. For tracked rare-earths support, the backgrounder identifies a conditionally approved investment of up to C$9.1 million through the Global Partnerships Initiative for Cyclic Materials' Kingston Centre of Excellence, alongside the recent US$25 million Canada Growth Fund equity investment.", "analyticalSignificance": "Shows Canada's rare-earth recycling policy layering conditional programme funding on top of an earlier public-equity investment at the same commercial-scale Kingston undertaking. The conditional approval is kept distinct from binding or disbursed support.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-cmpa-2026-round2" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-03-02", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-us-chips-usar-2026", "date": "2026-01-26", "jurisdiction": "us", "issuingBody": "U.S. Department of Commerce (CHIPS Program Office)", "titleOriginal": "The Department of Commerce’s CHIPS Program Announces a Letter of Intent with USA Rare Earth to Accelerate Its Domestic and Vertically Integrated \"Mine-to-Magnet\" Strategy", "titleOriginalLang": "en", "titleEn": "Commerce's CHIPS Program letter of intent with USA Rare Earth, and the funding and loan guarantee agreements that followed", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium", "ndfeb-magnets" ], "affectedSectors": [ "semiconductor", "industrial" ], "summary": "On 26 January 2026 the Department of Commerce's CHIPS Program Office signed a non-binding letter of intent to provide USA Rare Earth up to $277 million in direct funding and up to $1.3 billion in a senior secured loan under the CHIPS and Science Act, for a rare earth mine and processing facility at Round Top (Sierra Blanca), Texas, and magnet and metal making in Stillwater, Oklahoma, with Commerce to take shares and a warrant. On 3 June 2026 USA Rare Earth entered into a Direct Funding Agreement (up to $277.0 million across five project awards, including two new facilities whose sites are not named) and a Loan Guarantee Agreement under which Commerce guarantees $1.3 billion of Federal Financing Bank advances in five matching tranches, and issued Commerce 16,132,790 shares and a warrant for 17,600,584 more. Disbursements depend on project milestones and on the company raising equity; none is recorded.", "analyticalSignificance": "The CHIPS programme, built for semiconductors, now funds a rare earth mine-to-magnet chain on the argument that magnets and minerals are semiconductor inputs. Like the DoD–MP deal it pairs money with an equity position and covenants on foreign entities of concern; unlike it, most of the money is a guarantee, which is never added to the grants.", "supersededByEventId": null, "sourceIds": [ "src-nist-chips-usar-2026", "src-usar-8k-2026-06-03", "src-usar-direct-funding-agreement-2026-06-03" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-01-26", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-ca-cgf-cyclic-2026", "date": "2026-01-20", "jurisdiction": "canada", "issuingBody": "Canada Growth Fund", "titleOriginal": "Canada Growth Fund Invests US$25 Million in Cyclic Materials to Strengthen Canada’s Rare Earth Supply Chain", "titleOriginalLang": "en", "titleEn": "Canada Growth Fund invests US$25 million in Cyclic Materials to strengthen Canada’s rare-earth supply chain", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements" ], "affectedSectors": [ "industrial" ], "summary": "Canada Growth Fund announced a US$25 million investment in Cyclic Materials as part of a US$75 million Series C preferred-equity round. The investment supports expansion of Cyclic's Kingston Centre of Excellence, Canadian R&D, execution of its first commercial Hub and broader commercialization of rare-earth recycling technology.", "analyticalSignificance": "Adds a direct public-equity instrument to Canada's rare-earth recycling response and shows public support moving beyond demonstration funding into commercial-scale processing infrastructure. The source also places the Kingston Hub in construction at the time of the transaction.", "supersededByEventId": null, "sourceIds": [ "src-cgf-cyclic-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-01-23", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-us-proc-11001-2026", "date": "2026-01-14", "jurisdiction": "us", "issuingBody": "President of the United States (Executive Office of the President)", "titleOriginal": "Adjusting Imports of Processed Critical Minerals and Their Derivative Products Into The United States", "titleOriginalLang": "en", "titleEn": "Adjusting Imports of Processed Critical Minerals and Their Derivative Products Into The United States", "titleEnSource": "na", "documentNumber": "Proclamation 11001; 91 FR 2439 (FR Doc. 2026-01045)", "policyStatus": "in_force", "mechanism": [ "trade_action" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "germanium", "praseodymium", "terbium", "ndfeb-magnets", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "industrial" ], "summary": "Signed 14 January 2026 and published 20 January 2026, the proclamation closes the section 232 investigation opened by Executive Order 14272. It records that the Secretary of Commerce transmitted his report on 24 October 2025 and found that imports of processed critical minerals and their derivative products (PCMDPs) threaten to impair US national security, citing rare earth permanent magnets as an example derivative product. The President concurs and chooses negotiation as the remedy: the Secretary and the Trade Representative are to negotiate agreements with trading partners, considering price floors for trade in critical minerals and other trade-restricting measures, and to report within 180 days. The proclamation imposes no tariff or quota; it says that depending on the negotiations the President may consider alternative remedies, including minimum import prices for specific critical minerals.", "analyticalSignificance": "The outcome of the US trade-remedy track on processed minerals: a formal national-security finding paired with a negotiation mandate rather than a duty. It places price floors, the instrument the DoD–MP deal applies to one company, on the table as a trade-policy tool across partners, and keeps import restrictions in reserve as leverage. Coded as in force because the negotiation directive operates from signature, not because any restriction applies.", "supersededByEventId": null, "sourceIds": [ "src-fedreg-proc-11001" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-01-20", "discoveredAt": "2026-09-23", "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-au-cmsr-2026", "date": "2026-01-12", "jurisdiction": "australia", "issuingBody": "Department of Industry, Science and Resources", "titleOriginal": "Critical Minerals Strategic Reserve — initial minerals", "titleOriginalLang": "en", "titleEn": "Critical Minerals Strategic Reserve — initial minerals", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "stockpiling", "offtake_agreement" ], "affectedMaterialIds": [ "rare-earth-elements", "antimony", "gallium" ], "affectedSectors": [ "defense", "energy", "semiconductor", "industrial" ], "summary": "On 12 January 2026 the Australian Government announced new details of its A$1.2B Critical Minerals Strategic Reserve, naming antimony, gallium and rare earth elements as the first minerals for the Reserve to focus on. The Reserve will operate by securing rights to minerals produced in Australia and on-selling those rights to meet demand. It includes A$1B for transactions to be drawn from the expanded A$5B Critical Minerals Facility and a further A$185M for selective stockpiling, where required, and other implementation costs; the Government said it would bring forward enabling legislation in 2026 to give Export Finance Australia additional powers to support the Reserve.", "analyticalSignificance": "A demand-side allied counter to Chinese concentration, framed around supplying partners (Canada, Japan, Europe, UK); follows the October 2025 US-Australia rare earths framework.", "supersededByEventId": null, "sourceIds": [ "src-au-industry-cmsr", "src-au-pmc-cmsr" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-01-12", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-dow-5n-germanium-2025", "date": "2025-12-15", "jurisdiction": "us", "issuingBody": "U.S. Department of War", "titleOriginal": "Department of War Invests $18.1M to Increase U.S. Refining Capacity for Germanium Metal", "titleOriginalLang": "en", "titleEn": "Department of War DPA investment in 5N+ germanium recovery and refining", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "germanium" ], "affectedSectors": [ "defense", "semiconductor", "industrial" ], "summary": "The Department of War made an $18.1 million DPA Title III investment in 5N Plus on 15 December 2025, publicly announced on 29 January 2026, to expand germanium-metal refining and domestic-source recovery at St. George, Utah. The effort is intended to expand zone-refining capacity and supply optics and solar germanium crystal chains.", "analyticalSignificance": "This second St. George intervention addresses germanium-metal recovery and refining rather than the substrate-manufacturing capacity emphasized in the 2024 award.", "supersededByEventId": null, "sourceIds": [ "src-dow-5n-germanium-2026", "src-5n-germanium-2026", "src-5n-st-george-expansion-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2026-01-29", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-eu-resourceeu-2025", "date": "2025-12-03", "jurisdiction": "eu", "issuingBody": "European Commission", "titleOriginal": "RESourceEU Action Plan: Accelerating our critical raw materials strategy to adapt to a new reality", "titleOriginalLang": "en", "titleEn": "RESourceEU Action Plan: Accelerating our critical raw materials strategy to adapt to a new reality", "titleEnSource": "na", "documentNumber": "COM(2025) 945 final", "policyStatus": "active", "mechanism": [ "funding", "stockpiling", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "ndfeb-magnets", "graphite", "lithium" ], "affectedSectors": [ "defense", "battery", "semiconductor", "industrial" ], "summary": "A Commission action plan building on the Critical Raw Materials Act. It sets up a European Critical Raw Materials Centre in early 2026 (market intelligence, project finance, joint purchasing and stockpiling), a Raw Materials Platform to aggregate demand and secure offtake, a stockpiling pilot with Member States from early 2026, and a financing hub coordinating EU instruments (InvestEU, the Innovation Fund, the Battery Booster and EIB and EBRD financing). It says the EU should mobilise EUR 3 billion of EU funds within 12 months in direct support of the critical-raw-materials value chain, and records financing already given, including the Just Transition Fund's EUR 18.7 million for a rare-earth magnet project in Estonia, EIB loans to the UpCatalyst graphite and Keliber lithium Strategic Projects and EBRD equity in the Sarytogan graphite project. Keliber's €150 million EIB loan is separately coded under its August 2024 financing event. By Q2 2026 the Commission will propose restrictions on exports of permanent-magnet scraps and waste; no such instrument is in the corpus, so no control clause is recorded. A targeted amendment to the Act extends magnet labelling and recycled-content rules.", "analyticalSignificance": "The EU's response moves from recognition to money and market tools: after the 2025 Strategic Project lists, the plan puts EU funds, public-bank financing, joint purchasing and stockpiling behind the same projects. It names China's controls only obliquely, as the \"weaponisation of CRMs by dominant market players\", and proposes the EU's first rare-earth export restriction of its own, on magnet scrap, which remained a proposal to come when the plan was adopted.", "supersededByEventId": null, "sourceIds": [ "src-ec-resourceeu-com-945", "src-ec-ip-25-2891" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-12-03", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-uk-cms-2025", "date": "2025-11-22", "jurisdiction": "uk", "issuingBody": "Department for Business and Trade", "titleOriginal": "Vision 2035: Critical Minerals Strategy", "titleOriginalLang": "en", "titleEn": "Vision 2035: Critical Minerals Strategy", "titleEnSource": "na", "documentNumber": "Not yet coded", "policyStatus": "in_force", "mechanism": [ "designation", "supply_chain_security", "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "The strategy that replaced the withdrawn 2022 document, published 22 November 2025 under the UK's modern Industrial Strategy and last updated 23 January 2026. It sets a ten-year vision to 2035 and defines success by four features: at least 10% of annual UK industrial demand for critical minerals in aggregate met by domestic production (primary extraction, processing and refining) by 2035; within that, at least 50,000 tonnes of lithium or lithium carbonate equivalent produced domestically by 2035; 20% of total annual UK industrial demand met through recycling of products to recover critical minerals by 2035; and supply diversified so that no more than 60% of the UK's annual demand for any critical mineral is imported from any one country by 2035. It works by reference to the existing UK critical minerals list and adds a separate forward-looking \"growth minerals\" list tied to the Industrial Strategy's growth sectors. Minerals eligible for the support set out in the strategy include antimony, gallium, germanium, natural graphite, rare earth elements and tungsten. Following the 2025 Spending Review, the strategy states that funding of up to £50 million will be made available by the Department for Business and Trade to support critical mineral projects, which could include expanding research and innovation as well as supporting commercialisation, with further detail to be announced in 2026; the strategy calls this a new critical mineral fund. The £50 million is a funding envelope, not a project award or a contracted or disbursed amount.", "analyticalSignificance": "The single-country import ceiling is the analytically distinctive element — a quantified diversification target of the same family as the EU CRMA's 65% benchmark, set at 60% and expressed without naming a supplier. Coded alongside the CRMA it lets the two European-side benchmarks be compared directly. The strategy's emphasis on midstream processing and recycling as the UK's stated competitive advantage puts it in the same category as the Australian production tax incentive: an allied instrument aimed at the separation and refining step rather than at extraction.", "supersededByEventId": null, "sourceIds": [ "src-gov-uk-cms-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-11-22", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-us-osc-vulcan-reelement-2025", "date": "2025-11-21", "jurisdiction": "us", "issuingBody": "U.S. Department of War, Office of Strategic Capital", "titleOriginal": "Office of Strategic Capital Agrees to Joint $700M Conditional Loan Commitment with Vulcan Elements and ReElement Technologies", "titleOriginalLang": "en", "titleEn": "Office of Strategic Capital Agrees to Joint $700M Conditional Loan Commitment with Vulcan Elements and ReElement Technologies", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "affectedSectors": [ "defense", "semiconductor", "energy", "industrial" ], "summary": "On 21 November 2025 the Office of Strategic Capital announced a joint $700 million conditional loan commitment, $620 million to Vulcan Elements and $80 million to ReElement Technologies, to support rare earth element separation, metallization and NdFeB magnet manufacturing in the United States, funded from the lending authority the One Big Beautiful Bill Act gives OSC for critical minerals. The Department will also receive warrants from both companies. In parallel, the Department of Commerce's CHIPS Program Office signed a preliminary non-binding letter of intent for $50 million in proposed CHIPS Act incentives for equipment purchases, and the release says Commerce will also receive $50 million of equity in Vulcan Elements. The commitments are conditional: no OSC funds are disbursed until financial, legal, technical and other due-diligence conditions are met. The companies anticipate collectively producing up to 10,000 metric tons of NdFeB magnet material in the next several years.", "analyticalSignificance": "The second OSC magnet financing after the MP Materials loan, and the first drawn from the new lending authority at scale. It extends the US state-capital model from one national champion to a second, vertically integrated magnet supply chain, and adds warrants and a Commerce equity stake to the toolkit. The conditional status matters: this is a commitment subject to due diligence, not money lent.", "supersededByEventId": null, "sourceIds": [ "src-osc-vulcan-reelement-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-11-21", "discoveredAt": "2026-09-23", "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "china-rare-earth-suspension-2025-11", "date": "2025-11-07", "jurisdiction": "china", "issuingBody": "MOFCOM / GACC", "titleOriginal": "商务部、海关总署公告2025年第70号 公布暂停实施商务部、海关总署公告2025年第55号、56号、57号、58号及商务部公告2025年第61号、62号的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM & GACC Announcement No. 70 of 2025: decision suspending Announcements Nos. 55, 56, 57, 58, 61 and 62 of 2025 (to 10 November 2026)", "titleEnSource": "self", "documentNumber": "MOFCOM & GACC Announcement [2025] No. 70", "policyStatus": "active", "mechanism": [ "export_control", "trade_action" ], "affectedMaterialIds": [ "rare-earth-elements", "ndfeb-magnets", "graphite", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "Implementing the China–US Kuala Lumpur trade-consultation arrangement after the Busan leaders' meeting, MOFCOM and GACC suspended the whole 9 October 2025 control package — Announcements No. 55 (superhard materials), No. 56 (rare-earth equipment and feedstock), No. 57 (five additional heavy rare earths), No. 58 (lithium batteries and artificial-graphite anode materials), No. 61 (extraterritorial rare-earth items) and No. 62 (rare-earth technology) — effective immediately (自即日起) through 10 November 2026. The 4 April 2025 controls on the original seven elements (Announcement No. 18) were not suspended and remain in force.", "analyticalSignificance": "Confirms that the October escalation functioned as negotiating leverage that could be switched off — but the suspension is time-bound and reversible, not a repeal, and leaves the April baseline intact. The suspension instrument itself states no rationale (only 经批准); the reciprocity logic appears in the spokesperson Q&A on the Kuala Lumpur arrangement, which pairs China's suspension with the US pausing its 50% penetration rule.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-70", "src-mofcom-kl-qa", "src-china-briefing-timeline" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-11-07", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "us-critical-minerals-list-2025", "date": "2025-11-07", "jurisdiction": "us", "issuingBody": "USGS / Department of the Interior", "titleOriginal": "Final 2025 List of Critical Minerals", "titleOriginalLang": "en", "titleEn": "Final 2025 List of Critical Minerals", "titleEnSource": "na", "documentNumber": "FR Doc. 2025-19813 (Federal Register, 7 Nov 2025)", "policyStatus": "in_force", "mechanism": [ "designation" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "The USGS, through the Department of the Interior, finalized the 2025 List of Critical Minerals: 60 minerals in total, with ten added in 2025 (boron, copper, lead, metallurgical coal, phosphate, potash, rhenium, silicon, silver and uranium) on the basis of new data, public feedback and interagency recommendations. Designation drives permitting priority, funding eligibility and supply-chain attention; it is not itself an export control.", "analyticalSignificance": "The principal US instrument is designation, paired with funding and offtake — the mirror image of China's control-and-license posture. Several 2025 additions (notably copper, metallurgical coal and uranium) reflect interagency and executive direction that goes beyond the USGS quantitative screening methodology, signalling a more security-driven definition of 'critical'.", "supersededByEventId": null, "sourceIds": [ "src-doi-press-2025", "src-usgs-news-2025", "src-fedreg-usgs-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-11-07", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-ca-g7-cmpa-2025", "date": "2025-10-31", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada", "titleOriginal": "Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains", "titleOriginalLang": "en", "titleEn": "Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains (G7 Critical Minerals Production Alliance, first round)", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "offtake_agreement", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "graphite", "lithium", "nickel" ], "affectedSectors": [ "defense", "energy", "battery" ], "summary": "The first round of 26 projects and measures under the Canada-led G7 Critical Minerals Production Alliance, announced on 31 October 2025 in Toronto, which Canada says will unlock $6.4 billion of critical minerals projects. Among those naming a tracked material: Government of Canada offtake arrangements with Nouveau Monde Graphite's Matawinie mine, alongside earlier Canada Growth Fund investment of more than $35 million and an Export Development Canada letter of interest for up to US$430 million; a conditionally approved investment of up to $36.3 million in Ucore Rare Metals' samarium and gadolinium refining facility in Kingston (up to $26.3 million from NRCan and up to $10 million from FedDev Ontario); letters of interest for Vianode's synthetic graphite facility in St. Thomas, Ontario, of up to US$500 million from Export Development Canada and an export-credit guarantee of up to US$300 million from the German government; up to $14.1 million for Focus Graphite's electrothermal purification project; and $860,000 of NRC research funding for Northern Graphite and Rain Carbon Canada. Private offtakes (Torngat–Carester, Northern Graphite–Alkeemia) and several scandium and remaining lithium items are not separately recorded as rows. Telescope Innovations' two lithium projects are separately coded: the up-to-C$319,200 Li-PICK NRC IRAP contribution and the conditionally approved up-to-C$3.04 million CMRDD lithium-sulphide project. The nickel item is separately coded as a C$500,000 NRC IRAP commitment to NTwist Inc. for its project with Vale Europe Ltd. and Tunley Environmental Ltd. to improve nickel production and efficiency.", "analyticalSignificance": "Canada's answer is a mix of offtake, export-credit letters of interest and conditional grants, several of them co-financed or co-purchased with allies (Japan, Germany, France, Italy), aimed at graphite and rare-earth processing. Much of it is not yet binding: letters of interest and conditional approvals, kept apart from binding money in every total.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-g7-cmpa-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-31", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-us-au-framework-2025", "date": "2025-10-20", "jurisdiction": "australia", "issuingBody": "Prime Minister of Australia and President of the United States (joint framework)", "titleOriginal": "United States–Australia Framework for Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths", "titleOriginalLang": "en", "titleEn": "United States–Australia Framework for Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "offtake_agreement", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium" ], "affectedSectors": [ "defense", "semiconductor", "energy" ], "summary": "Signed in Washington on 20 October 2025 by President Trump and Prime Minister Albanese, the Framework commits the two governments to mobilise government and private support for mining and processing projects \"via guarantees, loans, or equity; finalization of offtake arrangements; insurance; or regulatory facilitation\", and, within six months, to take measures to provide at least $1 billion in financing to projects in each country; the Australian release says each government will provide at least USD 1 billion towards a USD 8.5 billion pipeline of priority projects. It also commits the participants to work towards standards-based trading with price floors or similar measures, to strengthen authorities that review and deter critical-mineral asset sales on national-security grounds, and to establish a Critical Minerals Supply Security Response Group. Australia announced alongside it up to USD 200 million in concessional equity for the Alcoa-Sojitz Gallium Recovery Project at Wagerup, Western Australia, with an Australian right of offtake and a parallel US equity investment with a right of offtake, and a USD 100 million equity investment in Arafura's Nolans rare-earths project in the Northern Territory. Section II states that the Framework creates no legally binding obligations.", "analyticalSignificance": "The first allied instrument in the corpus that pairs two governments' capital with a shared price-floor and asset-sale agenda: the financing mirrors the DoD–MP package at alliance scale, and the gallium project is trilateral, with Japan having funded half of project costs to date according to the Australian release. Because the Framework is expressly non-binding, its USD 1 billion figures are recorded as envelopes that each government says it is taking measures to provide, not as money committed to recipients; the named equity investments are recorded separately and nested under Australia's envelope only as the release implies.", "supersededByEventId": null, "sourceIds": [ "src-wh-us-au-framework-2025", "src-pm-us-au-framework-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-20", "discoveredAt": "2026-09-23", "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "china-rare-earth-expansion-2025-10", "date": "2025-10-09", "jurisdiction": "china", "issuingBody": "MOFCOM (Bureau of Industrial Security and Import and Export Controls)", "titleOriginal": "商务部公告2025第61号 公布对境外相关稀土物项实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM Announcement No. 61 of 2025: decision to implement export controls on relevant rare-earth items located outside China", "titleEnSource": "self", "documentNumber": "MOFCOM Announcement No. 61 (2025)", "policyStatus": "suspended", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "The extraterritorial measure of the October 2025 package. Foreign exporters must obtain a Chinese dual-use licence before shipping to third countries where the goods contain 0.1% or more by value of listed Chinese-origin rare-earth items, or were made abroad using Chinese rare-earth extraction, separation, metal-smelting, magnet-manufacturing or secondary-recovery technology, or are themselves of Chinese origin. Applications from foreign military users and from importers on the control and watch lists are refused in principle, as are WMD, terrorism and military end-uses; exports for research or production of 14nm-and-below logic chips or 256-layer-and-above memory, and for AI with potential military use, are decided case by case. Humanitarian shipments are exempt subject to post-export reporting. The controlled item lists are in an annex. Under paragraph 8, the limb covering Chinese-origin items (item 1(3)) applied from publication on 9 October 2025, while the two extraterritorial limbs (items 1(1) and 1(2)) were scheduled to apply from 1 December 2025. Before that date, Announcement No. 70 of 2025 suspended Announcement No. 61 from 7 November 2025 to 10 November 2026, so the extraterritorial limbs did not take effect on 1 December 2025.", "analyticalSignificance": "The extraterritorial 0.1% rule mirrors the design of US export controls (a de minimis / foreign-direct-product logic) and marks a qualitative escalation from controlling exports of Chinese material to controlling foreign goods derived from it. Suspended by Announcement No. 70 of 2025 through 10 November 2026. The five additional rare earths added in the same October package came from a companion instrument, Announcement No. 57, not from this one.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-61", "src-mofcom-70", "src-cset-mofcom-61", "src-globaltimes-61", "src-china-briefing-timeline" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-09", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-cn-mofcom-56-2025", "date": "2025-10-09", "jurisdiction": "china", "issuingBody": "MOFCOM / GACC", "titleOriginal": "商务部 海关总署公告2025年第56号 公布对部分稀土设备和原辅料相关物项实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM & GACC Announcement No. 56 of 2025: decision to implement export controls on certain rare-earth equipment and raw and auxiliary material items", "titleEnSource": "self", "documentNumber": "MOFCOM & GACC Announcement [2025] No. 56", "policyStatus": "suspended", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "affectedSectors": [], "summary": "Adds two dual-use list entries. 2B902 covers rare-earth production and processing equipment in 26 sub-items: centrifugal extraction equipment, ion-adsorption-ore leachate precipitation equipment, roasting kilns, extraction tanks and ion-adsorption equipment for separation and purification, precipitation-crystallisation reactors, resistance furnaces, metal-electrolysis equipment and cells, reduction and carbon-tube furnaces, crystal-growth furnaces, the strip-casting, hydrogen-decrepitation, jet-milling, pressing, sintering, machining and grain-boundary-diffusion equipment of permanent-magnet production, and shaft kilns for secondary-resource recovery. 1C914 covers rare-earth raw and auxiliary materials: bastnäsite, monazite and ion-adsorption ores, hydroxamic-acid or phosphate-ester flotation reagents, and five named extractants. Exports need a MOFCOM licence, and customs declarations must state whether goods are controlled. It was to take effect on 8 November 2025; Announcement No. 70 suspended it from 7 November 2025 to 10 November 2026, so it never took effect.", "analyticalSignificance": "Moves the rare-earth controls upstream of the materials themselves, to the equipment, ores and reagents used to produce them, across every stage from ore to magnet and secondary recovery. Suspended before its start date with the rest of the 9 October package; the corpus records nothing yet about what follows 10 November 2026.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-56", "src-mofcom-70" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-09", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-cn-mofcom-57-2025", "date": "2025-10-09", "jurisdiction": "china", "issuingBody": "MOFCOM / GACC", "titleOriginal": "商务部 海关总署公告2025年第57号 公布对部分中重稀土相关物项实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM & GACC Announcement No. 57 of 2025: decision to implement export controls on certain medium and heavy rare earth items", "titleEnSource": "self", "documentNumber": "MOFCOM & GACC Announcement [2025] No. 57", "policyStatus": "suspended", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "rare-earth-elements" ], "affectedSectors": [], "summary": "Adds five medium and heavy rare earths to the dual-use list: holmium (1C909), erbium (1C910), thulium (1C911), europium (1C912) and ytterbium (1C913). For each it covers the metal, named alloys and targets, functional materials containing the element (holmium permanent-magnet, crystal, magnetic-refrigeration and magnetostrictive materials; erbium crystal, optical-fibre, hydrogen-storage and ceramic materials; thulium crystal and luminescent materials; europium phosphors, crystal and hydrogen-absorbing materials; ytterbium crystal, optical-fibre and thermal-barrier-coating materials), and the oxides, compounds and their mixtures. Exports need a MOFCOM licence, and customs declarations must state whether goods are controlled. It was to take effect on 8 November 2025; Announcement No. 70 suspended it from 7 November 2025 to 10 November 2026, so it never took effect.", "analyticalSignificance": "The companion to Announcement No. 61 that extended the April 2025 list of seven rare earths (No. 18) with five more. Because it was suspended before its start date, the controlled set in force stayed the April seven; the corpus records nothing yet about what follows 10 November 2026.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-57", "src-mofcom-70" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-09", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-cn-mofcom-58-2025", "date": "2025-10-09", "jurisdiction": "china", "issuingBody": "MOFCOM / GACC", "titleOriginal": "商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM & GACC Announcement No. 58 of 2025: decision to implement export controls on lithium battery and artificial graphite anode material items", "titleEnSource": "self", "documentNumber": "MOFCOM & GACC Announcement [2025] No. 58", "policyStatus": "suspended", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "battery" ], "summary": "Controls three item groups: lithium-ion batteries of 300 Wh/kg or more, the equipment that makes them and the technology to produce them; lithium iron phosphate, ternary-precursor and lithium-rich manganese cathode materials and cathode production equipment; and graphite anode materials, both artificial and mixed artificial-natural, with the granulation, graphitisation and coating equipment and the granulation, continuous-graphitisation and liquid-phase-coating technology used to make them. Exports need a MOFCOM licence, and customs declarations must state whether goods are controlled. It was to take effect on 8 November 2025; Announcement No. 70 suspended it from 7 November 2025 to 10 November 2026, so it never took effect.", "analyticalSignificance": "Extends China's battery-supply-chain controls beyond raw or intermediate mineral forms to high-energy-density lithium-ion batteries, cathode materials, the equipment used to make them and production technology, while separately covering graphite anode materials. Lithium, cobalt, nickel and graphite now touch tracked materials; manganese embedded in the ternary-precursor limb remains outside the tracked material set. The cobalt and nickel attributions come from explicitly cobalt- and nickel-bearing ternary precursors, not from controls on raw cobalt or raw nickel. The measure was suspended before its start date and therefore never took effect.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-58", "src-mofcom-70" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-09", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-cn-mofcom-62-2025", "date": "2025-10-09", "jurisdiction": "china", "issuingBody": "MOFCOM (Bureau of Industrial Security and Import and Export Controls)", "titleOriginal": "商务部公告2025第62号 公布对稀土相关技术实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM Announcement No. 62 of 2025: decision to implement export controls on rare-earth-related technologies", "titleEnSource": "self", "documentNumber": "MOFCOM Announcement No. 62 (2025)", "policyStatus": "suspended", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "affectedSectors": [], "summary": "Requires a licence to export technology, and its carriers, for rare-earth mining, smelting and separation, metal smelting, magnet manufacturing (samarium-cobalt, NdFeB and cerium magnets) and secondary-resource recovery (1E902.a), and technology for assembling, commissioning, maintaining, repairing and upgrading those production lines (1E902.b). Exporting uncontrolled goods, technology or services the exporter knows are for, or substantially contribute to, such activities abroad also needs a licence, and Chinese citizens and organisations may not give substantive help or support to them without one. Export is defined to include transfer through licensing, investment, exchanges, joint research, employment and consulting. It applied from publication on 9 October 2025; Announcement No. 70 suspended it from 7 November 2025 to 10 November 2026.", "analyticalSignificance": "The one October instrument in force before the suspension: for four weeks it restricted the transfer of Chinese rare-earth mining, separation, smelting, magnet and recycling know-how, and Chinese support for those activities abroad, at the same stages where the capital other governments are recorded as providing is aimed. It shares its stage list with No. 61's foreign-direct-product limb, which reaches items made abroad with the same technologies. Suspended from 7 November 2025; the corpus records nothing yet about what follows 10 November 2026.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-62", "src-mofcom-70" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-10-09", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-us-dow-arr-antimony-2025", "date": "2025-09-30", "jurisdiction": "us", "issuingBody": "U.S. Department of War", "titleOriginal": "Department of War Awards $43.4 Million to Further On-Shore Antimony Trisulfide Production", "titleOriginalLang": "en", "titleEn": "Department of War DPA support for Alaska Range Resources' integrated antimony supply chain", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "antimony" ], "affectedSectors": [ "defense", "industrial" ], "summary": "The Department of War awarded Alaska Range Resources $43.4 million under Defense Production Act Title III to develop antimony trisulfide production in Alaska. The award covers extraction of stibnite at the Estelle/Stibium initiative, concentration, and refining, including construction and commissioning of concentration and refinery capacity.", "analyticalSignificance": "The award links upstream extraction with domestic concentration and refining in one public-support package, expanding the U.S. antimony response beyond isolated mine or processing support.", "supersededByEventId": null, "sourceIds": [ "src-dow-arr-antimony-2025", "src-nova-arr-h1-2026", "src-nova-arr-q4-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-09-30", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-ca-feddev-cyclic-2025", "date": "2025-09-01", "jurisdiction": "canada", "issuingBody": "Federal Economic Development Agency for Southern Ontario", "titleOriginal": "Grants and Contributions: Agreement 1019177", "titleOriginalLang": "en", "titleEn": "FedDev Ontario contribution agreement 1019177 with Cyclic Materials", "titleEnSource": "na", "documentNumber": "1019177", "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements" ], "affectedSectors": [ "industrial" ], "summary": "A Government of Canada grants-and-contributions disclosure records a C$5 million FedDev Ontario contribution agreement with Cyclic Materials, running from 1 September 2025 to 30 September 2028, to scale operations and establish a rare-earth-elements recycling Centre of Excellence in Kingston, Ontario.", "analyticalSignificance": "Documents binding federal scale-up support for Cyclic's Kingston commercial recycling facility, distinct from the earlier CMRDD demonstration award and from later Canada Growth Fund and Global Partnerships Initiative support.", "supersededByEventId": null, "sourceIds": [ "src-open-canada-feddev-cyclic-2025" ], "verificationStatus": "provisional", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": null, "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-dod-mp-2025", "date": "2025-07-10", "jurisdiction": "us", "issuingBody": "Department of Defense", "titleOriginal": "DoD–MP Materials public-private partnership for rare earth magnet supply", "titleOriginalLang": "en", "titleEn": "DoD–MP Materials public-private partnership for rare earth magnet supply", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "offtake_agreement", "stockpiling" ], "affectedMaterialIds": [ "rare-earth-elements", "neodymium", "praseodymium", "ndfeb-magnets" ], "affectedSectors": [ "defense", "energy", "industrial" ], "summary": "DoD agreed to buy $400M of newly created MP Materials preferred stock plus a 10-year warrant at $30.03/share, positioning it to become the largest shareholder (~15%); added a $150M loan, a 10-year NdPr price floor of $110/kg, and a 10-year magnet offtake commitment, to build domestic separation and magnet capacity at Mountain Pass and a second magnet plant.", "analyticalSignificance": "Marks a shift to direct US equity-and-price-floor industrial policy in rare earths, explicitly to reduce dependence on China; read as the US emulating state-backed models it long avoided.", "supersededByEventId": null, "sourceIds": [ "src-dod-mp-transaction-agreement-2025", "src-osc-mp-loan-2025", "src-mp-dod-2025", "src-fortune-dod-mp", "src-mp-10q-2025-q3", "src-mp-10k-2025", "src-mp-10q-2026-q2" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-07-10", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-eu-crma-strategic-projects-2025-06", "date": "2025-06-04", "jurisdiction": "eu", "issuingBody": "European Commission", "titleOriginal": "Commission Decision of 4.6.2025 recognising certain critical raw material projects located in third countries and in overseas countries or territories as Strategic Projects under Regulation (EU) 2024/1252 of the European Parliament and of the Council", "titleOriginalLang": "en", "titleEn": "Commission Decision recognising 13 critical raw material projects in third countries and overseas countries or territories as Strategic Projects under the Critical Raw Materials Act", "titleEnSource": "na", "documentNumber": "C(2025) 3491 final", "policyStatus": "in_force", "mechanism": [ "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "graphite", "tungsten" ], "affectedSectors": [ "battery", "defense", "energy" ], "summary": "The first list of Strategic Projects outside the EU: 13 projects in Brazil, Canada, Greenland, Kazakhstan, Madagascar, Malawi, New Caledonia, Norway, Serbia, South Africa, Ukraine, the United Kingdom and Zambia, each approved by the third country or overseas territory concerned. Seven name a tracked material: four graphite extraction projects (Ukraine, Madagascar, Kazakhstan, and an integrated Norway–Greenland project), two rare-earth extraction projects for magnets (Songwe Hill in Malawi and Zandkopsdrift in South Africa) and one tungsten extraction project, Tungsten West at the Hemerdon mine in Devon. The Commission estimates the 13 projects need €5.5 billion of capital to start operations; that is project cost and is not recorded as capital.", "analyticalSignificance": "Extends EU recognition to projects the Union does not host, with the host government's consent. One of them, the Hemerdon tungsten mine, is also backed by the UK's National Wealth Fund in this corpus, so a single project carries both another government's capital and an EU designation.", "supersededByEventId": null, "sourceIds": [ "src-ec-crma-sp-decision-2025-06", "src-ec-crma-sp-annex-2025-06", "src-ec-ip-25-1419" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-06-04", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-cn-antismuggling-campaign-2025", "date": "2025-05-09", "jurisdiction": "china", "issuingBody": "国家出口管制工作协调机制办公室 (National Export Control Coordination Mechanism Office), coordinating 商务部 (MOFCOM), 公安部 (Ministry of Public Security), 国家安全部 (Ministry of State Security), 海关总署 (GACC), 最高人民法院 (Supreme People's Court), 最高人民检察院 (Supreme People's Procuratorate) and 国家邮政局 (State Postal Bureau)", "titleOriginal": "国家出口管制工作协调机制办公室部署开展打击战略矿产走私出口专项行动", "titleOriginalLang": "zh", "titleEn": "National Export Control Coordination Mechanism Office deploys special campaign against smuggling and illegal export of strategic minerals", "titleEnSource": "self", "documentNumber": null, "policyStatus": "active", "mechanism": [ "customs_enforcement", "export_control" ], "affectedMaterialIds": [ "gallium", "germanium", "antimony", "tungsten", "rare-earth-elements" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "On 9 May 2025 the National Export Control Coordination Mechanism Office, together with MOFCOM, the Ministry of Public Security, the Ministry of State Security, the General Administration of Customs (GACC), the Supreme People's Court, the Supreme People's Procuratorate and the State Postal Bureau, held an on-site meeting in Shenzhen, Guangdong to deploy a special enforcement campaign against smuggling and illegal export of strategic minerals — explicitly naming gallium, germanium, antimony, tungsten and medium/heavy rare earths. The notice targets false declaration and concealment (伪报瞒报), concealed smuggling (夹藏走私) and third-country transshipment evasion (\"第三国\"转口), and calls for source-to-port oversight, faster investigation and publication of illegal-export cases, and strengthened cross-department, cross-region and mainland-Hong Kong-Macao customs enforcement cooperation.", "analyticalSignificance": "The first customs-enforcement-mechanism event in the corpus, and a materially significant addition on its own terms: it shows the domestic-enforcement complement to China's export-control announcements already coded (the MOFCOM/GACC catalogue notices restrict what may be exported; this campaign polices whether the restriction is actually being evaded). Directly names five of the corpus's eleven tracked materials, giving strong comparative value against the existing export-control events on the same materials.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-antismuggling-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-05-09", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-eo-14272-2025", "date": "2025-04-15", "jurisdiction": "us", "issuingBody": "President of the United States (Executive Office of the President)", "titleOriginal": "Ensuring National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products", "titleOriginalLang": "en", "titleEn": "Ensuring National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products", "titleEnSource": "na", "documentNumber": "Executive Order 14272; 90 FR 16437 (FR Doc. 2025-06836)", "policyStatus": "in_force", "mechanism": [ "trade_action", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium", "gallium", "germanium", "graphite", "antimony", "tungsten", "ndfeb-magnets", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "industrial" ], "summary": "Signed 15 April 2025 and published 18 April 2025, the order directs the Secretary of Commerce to initiate an investigation under section 232 of the Trade Expansion Act of 1962 into the effects on national security of imports of processed critical minerals and their derivative products, assessing the factors in 19 U.S.C. 1862(d) along with import volumes and the concentration of foreign supply. \"Critical minerals\" is defined by reference to the USGS list published under section 7002(c) of the Energy Act of 2020, plus uranium; \"rare earth elements\" by reference to the seventeen elements identified in the Department of Energy's April 2020 Critical Materials Rare Earths Supply Chain publication. \"Processed critical minerals\" covers the stages after ore extraction up through conversion into a metal, metal powder or master alloy, and \"derivative products\" the manufactured goods incorporating them. The order initiates an investigation; it does not itself impose a tariff or a quota.", "analyticalSignificance": "The US opening its trade-remedy channel on the same chokepoint China regulates through export licensing — the two governments acting on processed minerals from opposite ends of the same supply chain. Coded as a trade action because it starts a statutory section 232 process, but note carefully that the operative effect at this date is an investigation and a reporting timetable, not a restriction: any duty would come from a later presidential decision on the Secretary's report.", "supersededByEventId": null, "sourceIds": [ "src-fedreg-eo-14272" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-04-18", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "china-rare-earth-controls-2025-04", "date": "2025-04-04", "jurisdiction": "china", "issuingBody": "MOFCOM / GACC", "titleOriginal": "商务部 海关总署公告2025年第18号 公布对部分中重稀土相关物项实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM & GACC Announcement No. 18 of 2025: export controls on certain medium and heavy rare-earth-related items", "titleEnSource": "self", "documentNumber": "MOFCOM & GACC Announcement [2025] No. 18", "policyStatus": "active", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "ndfeb-magnets" ], "affectedSectors": [ "defense", "energy", "battery", "industrial" ], "summary": "China's Ministry of Commerce and the General Administration of Customs jointly imposed export licensing on seven medium and heavy rare earths — samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium — together with their oxides, alloys, compounds and mixtures, and related magnets. Exporters must obtain MOFCOM licenses; the measure is a licensing regime, not an outright ban.", "analyticalSignificance": "The opening move of the 2025 escalation, announced days after new US tariffs. Beijing targeted the medium and heavy rare earths where its separation monopoly is most complete, demonstrating chokepoint leverage while framing the step in standard control terms rather than as retaliation. These April controls have remained in force throughout the later expansion and suspension.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-18", "src-hk-april-2025", "src-china-briefing-timeline" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-04-04", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-eu-crma-strategic-projects-2025-03", "date": "2025-03-25", "jurisdiction": "eu", "issuingBody": "European Commission", "titleOriginal": "Commission Decision of 25.3.2025 recognising certain critical raw material projects as Strategic Projects under Regulation (EU) 2024/1252 of the European Parliament and of the Council", "titleOriginalLang": "en", "titleEn": "Commission Decision recognising 47 critical raw material projects in the EU as Strategic Projects under the Critical Raw Materials Act", "titleEnSource": "na", "documentNumber": "C(2025) 1904 final", "policyStatus": "in_force", "mechanism": [ "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "germanium", "graphite", "tungsten", "cobalt", "nickel", "lithium" ], "affectedSectors": [ "battery", "defense" ], "summary": "The Commission's first list of Strategic Projects under Regulation (EU) 2024/1252: 47 extraction, processing, recycling and substitution projects in 13 Member States, selected from 122 complete applications against the Act's criteria (contribution to supply security, technical feasibility, sustainable implementation, cross-border benefits). Recognition brings coordinated support from the Commission, Member States and financial institutions on access to finance and off-takers, and permit-granting capped at 27 months for extraction and 15 months for other projects. Among the projects represented in SMPT are five rare-earth projects for magnets, eleven naming battery-grade graphite, four of those also naming cobalt and battery-grade nickel, two tungsten projects, one gallium project, two germanium projects, and KELIBER LITHIUM, an integrated extraction-and-processing project for battery-grade lithium. The Commission puts the 47 projects' expected capital investment at €22.5 billion; that is project cost, not EU money, and is not recorded as capital.", "analyticalSignificance": "The EU's main project-level instrument is recognition, not money: the designation changes permitting and access to finance, and any funding that follows is a separate decision. Its rare-earth projects process, separate and recycle rare earths for magnets, the activities whose Chinese technology Announcement No. 62 placed under export licence in October 2025 before its suspension.", "supersededByEventId": null, "sourceIds": [ "src-ec-crma-sp-decision-2025-03", "src-ec-crma-sp-annex-2025-03", "src-ec-ip-25-864" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-03-25", "discoveredAt": null, "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-us-eo-14241-2025", "date": "2025-03-20", "jurisdiction": "us", "issuingBody": "President of the United States (Executive Office of the President)", "titleOriginal": "Immediate Measures To Increase American Mineral Production", "titleOriginalLang": "en", "titleEn": "Immediate Measures To Increase American Mineral Production", "titleEnSource": "na", "documentNumber": "Executive Order 14241; 90 FR 13673 (FR Doc. 2025-05212)", "policyStatus": "in_force", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "energy", "industrial" ], "summary": "Signed 20 March 2025 and published 25 March 2025, the order directs immediate federal action to expand domestic mineral production. It defines \"mineral\" as a critical mineral under 30 U.S.C. 1606(a)(3) plus uranium, copper, potash, gold and anything else the Chair of the National Energy Dominance Council designates, and defines \"mineral production\" to cover mining, processing, refining and smelting as well as the production of processed critical minerals and derivative products. Operative sections direct agencies to identify and expedite priority permitting projects, deliver recommendations on the Mining Act of 1872, identify federal land suitable for mineral production, and accelerate private and public capital investment — including through the National Security Capital Forum. It creates no export control and no import restriction; it is a domestic supply-side instrument. Executive Order 14261 (8 April 2025) subsequently amended it.", "analyticalSignificance": "The anchor instrument of the 2025 US mineral-policy push, and the clearest statement that the American response to Chinese control of processed minerals runs through domestic production and permitting rather than through reciprocal export controls. Predates the tracker's April 2025 scope start by eleven days and is included as a foundational instrument: the later 2025 US measures, including the Section 232 order, build on its definitions and its National Energy Dominance Council machinery.", "supersededByEventId": null, "sourceIds": [ "src-fedreg-eo-14241" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-03-25", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-au-cmpti-2025", "date": "2025-02-14", "jurisdiction": "australia", "issuingBody": "Parliament of Australia (administered by the Department of the Treasury)", "titleOriginal": "Future Made in Australia (Production Tax Credits and Other Measures) Act 2025", "titleOriginalLang": "en", "titleEn": "Future Made in Australia (Production Tax Credits and Other Measures) Act 2025", "titleEnSource": "na", "documentNumber": "Act No. 9 of 2025 (C2025A00009)", "policyStatus": "in_force", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "Schedule 2 of the Act inserts Division 419 into the Income Tax Assessment Act 1997, creating the Critical Minerals Production Tax Incentive. Section 419-5 entitles a constitutional corporation to a refundable tax offset for income years starting on or after 1 July 2027 and ending on or before 30 June 2040, where it holds a registration for CMPTI processing activities and incurs CMPTI expenditure carrying them on, subject to residency and community-benefit conditions. Section 419-10 sets the offset at 10% of the company's total CMPTI expenditure. Section 419-15 enumerates the critical minerals, including antimony, gallium, germanium, graphite, tungsten, scandium and the rare-earth elements individually (cerium, dysprosium, erbium, europium, gadolinium, holmium, lanthanum, lutetium, neodymium, praseodymium, promethium, samarium, terbium, thulium, ytterbium, yttrium); subsection (2) bars the regulations from prescribing uranium. Section 419-20 confines a CMPTI processing activity to substantially transforming feedstock through extractive metallurgical processing into a purer or more refined form that is chemically distinct from the feedstock. A registration may be in force for 10 income years within the 1 July 2027 to 30 June 2040 window, with the Industry Secretary deciding whether to issue the certificate.", "analyticalSignificance": "The clearest statutory example in this database of an incentive aimed squarely at the separation-and-refining step rather than at mining — the Guide to Division 419 states the offset exists to support processing that produces a form \"chemically distinct from the feedstock\", and the Act's own explanatory structure places the entitlement outside extraction. That targeting is the point: the chokepoint the Chinese measures operate on is midstream processing, and this is the allied fiscal instrument aimed at the same stage. It is also the first Australian record here coded to a statute rather than to a programme announcement.", "supersededByEventId": null, "sourceIds": [ "src-legislation-au-cmpti-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-02-14", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-cn-tungsten-2025", "date": "2025-02-04", "jurisdiction": "china", "issuingBody": "MOFCOM", "titleOriginal": "商务部 海关总署公告2025年第10号 公布对钨、碲、铋、钼、铟相关物项实施出口管制的决定", "titleOriginalLang": "zh", "titleEn": "MOFCOM/GACC Announcement No. 10 of 2025 on export controls on tungsten and related items", "titleEnSource": "self", "documentNumber": "MOFCOM/GACC Announcement No. 10 (2025)", "policyStatus": "active", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "tungsten" ], "affectedSectors": [ "defense", "industrial", "energy" ], "summary": "Added tungsten, tellurium, bismuth, molybdenum, and indium-related items to the dual-use export control list, requiring licenses. Only tungsten is in the v1 material set; the others are noted here, not coded as materials.", "analyticalSignificance": "Extended controls into defense-relevant refractory metals where China holds a dominant processing share. The original-language text and a quoted framing anchor are not yet coded.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-10", "src-iea-tungsten-2025", "src-pillsbury-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-02-04", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-in-ncmm-2025", "date": "2025-01-29", "jurisdiction": "india", "issuingBody": "Union Cabinet / Ministry of Mines, Government of India", "titleOriginal": "National Critical Mineral Mission", "titleOriginalLang": "en", "titleEn": "National Critical Mineral Mission", "titleEnSource": "na", "documentNumber": "Not yet coded", "policyStatus": "in_force", "mechanism": [ "funding", "stockpiling" ], "affectedMaterialIds": [], "affectedSectors": [ "defense", "energy", "battery", "industrial" ], "summary": "Approved by the Union Cabinet on 29 January 2025 with, in the release's own words, \"an expenditure of Rs.16,300 crore and expected investment of Rs.18,000 crore by PSUs, etc.\" The Mission spans the value chain — exploration, mining, beneficiation, processing and recovery from end-of-life products — and intensifies exploration onshore and in offshore areas. Stated components include a fast-track regulatory approval process for critical-mineral mining projects, financial incentives for exploration, recovery from overburden and tailings, encouragement for Indian public-sector undertakings and private companies to acquire critical-mineral assets abroad and expand trade with resource-rich countries, development of a domestic stockpile of critical minerals, mineral processing parks, recycling support, research promotion and a Centre of Excellence on Critical Minerals. The release situates the Mission after the 2023 amendment of the Mines and Minerals (Development and Regulation) Act, 1957, the auction of 24 strategic-mineral blocks, and the removal of customs duties on most critical minerals in the 2024-25 Union Budget. It does not enumerate India's critical-minerals list, so no material scope is coded.", "analyticalSignificance": "India's entry into this database, and the tranche's clearest instance of a single instrument combining exploration funding, overseas asset acquisition and stockpiling — a combination the other actors here split across separate measures. The stockpiling limb is what makes it directly comparable to Japan's and China's reserve provisions. Note the arithmetic discrepancy carried on the face of the source: the headline states an outlay of Rs.34,300 crore over seven years while the body states Rs.16,300 crore of expenditure plus Rs.18,000 crore of expected PSU investment; this record codes the body figures, which are the ones the government attributes to distinct actors.", "supersededByEventId": null, "sourceIds": [ "src-pib-ncmm-2025" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-01-29", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-us-doe-rhyolite-ridge-2025", "date": "2025-01-17", "jurisdiction": "us", "issuingBody": "U.S. Department of Energy, Loan Programs Office", "titleOriginal": "DOE Announces $996 Million Loan Guarantee to Ioneer Rhyolite Ridge to Advance Domestic Production of Lithium Carbonate", "titleOriginalLang": "en", "titleEn": "DOE closes $996 million loan guarantee for Rhyolite Ridge lithium processing", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "lithium" ], "affectedSectors": [ "battery", "energy", "industrial" ], "summary": "On 17 January 2025 DOE closed an ATVM loan guarantee of $996 million ($968 million principal and $28 million capitalized interest) to Ioneer Rhyolite Ridge LLC for on-site lithium carbonate processing at the Rhyolite Ridge project in Nevada. The guarantee is a signed financing facility, not a disbursement, and DOE financing is restricted to the processing plant and related infrastructure, not the open-pit mine. As of June 2026 the issuer remained pre-final-investment decision with equity partner and additional financing requirements, with no substantiated DOE advance.", "analyticalSignificance": "Shows a binding U.S. industrial-finance commitment that remains short of funded physical implementation. Separate the closed loan guarantee from the older conditional loan proposal, third-party equity, cash advances, and future mine/processing construction. The U.S. borrower is distinct from the Australian public parent.", "supersededByEventId": null, "sourceIds": [ "src-doe-ioneer-rhyolite-2025-close", "src-doe-rhyolite-nepa-0565", "src-sec-ioneer-rhyolite-close-2025", "src-sec-ioneer-rhyolite-20f-2026", "src-sec-ioneer-rhyolite-q2-2026", "src-sec-ioneer-rhyolite-halfyear-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-01-17", "discoveredAt": null, "verifiedAt": "2026-10-08", "publishedAt": null } }, { "id": "evt-us-aam-adcvd-2025", "date": "2025-01-07", "jurisdiction": "us", "issuingBody": "U.S. Department of Commerce (International Trade Administration) and U.S. International Trade Commission", "titleOriginal": "Active Anode Material From the People's Republic of China: antidumping and countervailing duty investigations", "titleOriginalLang": "en", "titleEn": "Active Anode Material From the People's Republic of China: antidumping and countervailing duty investigations", "titleEnSource": "na", "documentNumber": "Investigation Nos. 701-TA-752 and 731-TA-1730; FR Docs. 2025-00656, 2025-00657, 2026-06488", "policyStatus": "ended", "mechanism": [ "trade_action" ], "affectedMaterialIds": [ "graphite" ], "affectedSectors": [ "battery", "energy" ], "summary": "Commerce initiated antidumping and countervailing duty investigations of active anode material from China, applicable 7 January 2025, on petitions filed on 18 December 2024 by the American Active Anode Material Producers. The scope covers anode-grade graphite of at least 90 percent carbon by weight, synthetic, natural or blended, in any form, with HTSUS subheadings listed for convenience only. Commerce went on to make affirmative determinations of subsidy and of sales at less than fair value. On 31 March 2026 the International Trade Commission determined that the establishment of a US industry is not materially retarded by reason of those imports, with one commissioner dissenting, so the investigations ended without duty orders.", "analyticalSignificance": "The corpus's first allied import-side control case on a tracked material, and a negative one: the trade-remedy track against Chinese graphite anode material, the midstream product China's own graphite export controls cover, ended at the injury stage. Recording it matters precisely because nothing was imposed — a database of restrictions that listed only successful ones would overstate how much of the allied response is legally in force.", "supersededByEventId": null, "sourceIds": [ "src-fedreg-aam-ad-initiation-2025", "src-fedreg-aam-cvd-initiation-2025", "src-fedreg-itc-aam-final-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2025-01-15", "discoveredAt": "2026-09-23", "verifiedAt": "2026-09-23", "publishedAt": null } }, { "id": "evt-cn-us-ban-2024", "date": "2024-12-03", "jurisdiction": "china", "issuingBody": "MOFCOM", "titleOriginal": "商务部公告2024年第46号 关于加强相关两用物项对美国出口管制的公告", "titleOriginalLang": "zh", "titleEn": "MOFCOM Announcement No. 46 of 2024 on strengthening export controls of dual-use items to the United States", "titleEnSource": "self", "documentNumber": "MOFCOM Announcement No. 46 (2024)", "policyStatus": "active", "mechanism": [ "export_control", "countermeasure", "trade_action" ], "affectedMaterialIds": [ "gallium", "germanium", "antimony", "graphite" ], "affectedSectors": [ "defense", "semiconductor", "industrial" ], "summary": "Issued one day after a US BIS action adding ~140 entities and tightening chip controls, this barred, in principle, exports to the US of gallium, germanium, antimony, and superhard materials, prohibited all dual-use exports to US military end users/uses, and tightened graphite end-use review. The materials ban (Article 2) was suspended by MOFCOM Announcement No. 72 of 2025, effective to 27 November 2026; the Article 1 military-end-use prohibition was not addressed.", "analyticalSignificance": "The clearest country-specific escalation of the cycle: the first Chinese measure to name the United States as the destination and to close military end-uses outright. It is not a blanket export ban — clause 1 prohibits dual-use exports to US military users and uses, clause 2 denies licences in principle for gallium, germanium, antimony and superhard materials and tightens end-use review for graphite. The retaliation reading rests on the one-day-after-BIS timing and lives here, not in the quoted anchor, which states the national-security and non-proliferation justification.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-46", "src-mofcom-72", "src-cset-mofcom-46" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-12-03", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-doe-thacker-pass-loan-2024", "date": "2024-10-28", "jurisdiction": "us", "issuingBody": "U.S. Department of Energy, Loan Programs Office", "titleOriginal": "DOE closes Advanced Technology Vehicles Manufacturing loan for Thacker Pass Phase 1 processing facilities", "titleOriginalLang": "en", "titleEn": "DOE closes ATVM loan for Thacker Pass lithium processing facilities", "titleEnSource": "na", "documentNumber": "DOE ATVM Loan No. A1034", "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "lithium" ], "affectedSectors": [ "battery", "energy", "industrial" ], "summary": "DOE executed an Advanced Technology Vehicles Manufacturing loan agreement on 28 October 2024 with Lithium Nevada Corp. (later Lithium Nevada LLC) to finance Thacker Pass Phase 1 lithium-carbonate processing facilities and related infrastructure in Nevada, excluding the open-pit mine itself. The original approximately $2.26 billion facility ($1.97 billion principal and estimated capitalized interest) was amended in October 2025 to approximately $2.23 billion; three advances totaled $1.209 billion by 30 June 2026. The financing is a single executed and partially disbursed facility, not two loans or four separate commitments. SEC reporting separately establishes ongoing processing-plant construction.", "analyticalSignificance": "A large U.S. industrial-finance intervention with distinct legal closing, amended cap, repeated cash advances and verified physical construction. The DOE/FFB loan financing is focused on domestic conversion of lithium-bearing ore into battery-grade lithium carbonate, not federal financing of mine development. Preserve the distinction between announced capacity, binding financing, partial disbursement, and actual construction.", "supersededByEventId": null, "sourceIds": [ "src-doe-thacker-pass-2024", "src-doe-thacker-pass-nepa-2024", "src-sec-lac-thacker-loan-agreement-2024", "src-sec-lac-thacker-amendment-2025", "src-sec-lac-thacker-q2-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-10-28", "discoveredAt": null, "verifiedAt": "2026-10-08", "publishedAt": null } }, { "id": "evt-cn-decree-792-2024", "date": "2024-09-30", "jurisdiction": "china", "issuingBody": "中华人民共和国国务院 (State Council of the PRC)", "titleOriginal": "中华人民共和国两用物项出口管制条例", "titleOriginalLang": "zh", "titleEn": "Regulations of the People's Republic of China on Export Control of Dual-Use Items", "titleEnSource": "self", "documentNumber": "国务院令第792号 (State Council Decree No. 792)", "policyStatus": "in_force", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [], "affectedSectors": [ "defense", "semiconductor", "industrial" ], "summary": "The administrative regulation implementing the Export Control Law for dual-use items: adopted at the State Council's 41st executive meeting on 18 September 2024, promulgated by Decree No. 792 on 30 September 2024, and in force from 1 December 2024. Article 1 makes it subordinate to the Export Control Law. Article 2 defines dual-use items and, expanding on the statute, defines export control to reach not only commercial export but also gifts, exhibition, cooperation, aid and transfer by other means. Article 4 assigns responsibility for dual-use export control to the State Council commerce department (MOFCOM) under the national export-control coordination mechanism, with provincial commerce departments able to act under delegation. Article 6 requires MOFCOM to issue compliance guidance and pushes exporters and their freight, e-commerce-platform and financial service providers towards internal compliance systems. Like the parent statute, it names no material.", "analyticalSignificance": "The instrument that sits between the 2020 statute and the 2023-2025 announcements, and the reason those announcements are administered by MOFCOM rather than by another body. Two features matter for reading the later measures: the widened definition of export in Article 2, which captures non-commercial transfers, and the compliance obligations pushed onto logistics, platform and financial intermediaries in Article 6 — both are conditions the 2025 extraterritorial measures assume rather than restate.", "supersededByEventId": null, "sourceIds": [ "src-moj-decree-792" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-09-30", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-ca-nrcan-cmrdd-2024", "date": "2024-09-04", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada", "titleOriginal": "Government of Canada Supporting Critical Minerals Processing in Kingston", "titleOriginalLang": "en", "titleEn": "Government of Canada Supporting Critical Minerals Processing in Kingston", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "graphite", "cobalt", "nickel" ], "affectedSectors": [ "energy", "battery", "industrial" ], "summary": "On 4 September 2024, Natural Resources Canada announced almost CAD 8.4 million in funding under the Critical Minerals Research, Development and Demonstration (CMRDD) program — part of the CAD 3.8 billion Canadian Critical Minerals Strategy funding envelope from Budget 2022 — split between Cyclic Materials Incorporated (CAD 4.9 million, for a demonstration plant producing high-purity mixed rare earth oxide and a cobalt-nickel mixed hydroxide product from recycled materials, aimed at permanent magnets) and Green Graphite Technologies Inc. (CAD 3.5 million, for recovering and upgrading graphite from secondary sources into lithium-ion battery-grade graphite). Announced in Kingston, Ontario by Mark Gerretsen, MP for Kingston and the Islands, on behalf of the Minister of Energy and Natural Resources, the Honourable Jonathan Wilkinson.", "analyticalSignificance": "Gives Canada a second, more specific funding-mechanism event beyond the general 2022 Critical Minerals Strategy announcement (evt-ca-cms-2022), and is the corpus's clearest allied instance of government money aimed at recycling and downstream recovery across rare earths, cobalt and graphite, distinct from the mining- and processing-stage instruments already dominant in the corpus.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-cmrdd-2024" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-09-04", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-eu-eib-keliber-2024", "date": "2024-08-23", "jurisdiction": "eu", "issuingBody": "European Investment Bank", "titleOriginal": "Finland: EU and Sibanye-Stillwater, through its Keliber lithium project, join forces in €150 million deal to improve EU access to and resilience in battery materials", "titleOriginalLang": "en", "titleEn": "Finland: EU and Sibanye-Stillwater, through its Keliber lithium project, join forces in €150 million deal to improve EU access to and resilience in battery materials", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "lithium" ], "affectedSectors": [ "battery", "industrial" ], "summary": "The European Investment Bank announced a €150 million direct loan to Keliber Technology Oy (contractual borrower; Keliber Oy is a guarantor), part of a €500 million financing package for an integrated Finnish lithium project spanning mines, concentration and battery-grade lithium-hydroxide production. The EIB project record gives a signature date of 20 August 2024 for the €150 million loan; the European Commission provides an InvestEU guarantee for the direct financing.", "analyticalSignificance": "The EIB describes the transaction as its first financing support for mining critical raw materials in the EU. It moves EU lithium policy from strategic-project recognition and general financing frameworks into a signed, project-specific public-bank commitment for integrated domestic extraction and processing. The signed facility identifies Keliber Technology Oy as the borrower, correcting the broader EIB announcement's use of Keliber Oy; the bank's later €17.5M Natixis signature is not part of this coded direct loan.", "supersededByEventId": null, "sourceIds": [ "src-eib-keliber-2024", "src-eib-keliber-project-20170804", "src-sec-keliber-eib-facility-agreement-2024" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-08-23", "discoveredAt": null, "verifiedAt": "2026-10-07", "publishedAt": null } }, { "id": "evt-cn-antimony-2024", "date": "2024-08-15", "jurisdiction": "china", "issuingBody": "MOFCOM / GACC", "titleOriginal": "商务部 海关总署公告2024年第33号 关于对锑等物项实施出口管制的公告", "titleOriginalLang": "zh", "titleEn": "MOFCOM/GACC Announcement No. 33 of 2024 on export controls on antimony and related items", "titleEnSource": "self", "documentNumber": "MOFCOM/GACC Announcement No. 33 (2024)", "policyStatus": "active", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "antimony" ], "affectedSectors": [ "defense", "semiconductor", "industrial" ], "summary": "Announced 15 August 2024 and effective 15 September 2024, the measure placed antimony-related items — ore and raw materials, metal and products, oxides (99.99% and above), organic antimony compounds, hydrides, indium antimonide, and gold-antimony refining/separation technology — onto the dual-use export-control list, alongside superhard-materials equipment (six-sided presses with cylinder diameter of at least 500 mm or design pressure of at least 5 GPa, MPCVD equipment, and diamond window materials). Exporters must obtain MOFCOM licenses; it is a licensing regime, not an outright ban, and the announcement text names no specific country.", "analyticalSignificance": "Extended China's dual-use licensing architecture to antimony — a metal critical to munitions, flame retardants and photovoltaics, where China holds a dominant mine-and-refining share — roughly four months before the 3 December 2024 measure singled out antimony (with gallium and germanium) for a ban on exports to the United States. USGS reporting attributes a near-doubling of the antimony metal price (July–November 2024) to the announcement. The announcement's justification clause is coded as a framing claim from the primary.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-33", "src-usgs-mcs2025-antimony" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-08-15", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-ca-nrcan-lithium-processing-2024", "date": "2024-07-11", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada", "titleOriginal": "Government of Canada Invests Over $9 Million to Enable Made-in-Canada Lithium Battery Supply Chain in British Columbia", "titleOriginalLang": "en", "titleEn": "Government of Canada Invests Over $9 Million to Enable Made-in-Canada Lithium Battery Supply Chain in British Columbia", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding" ], "affectedMaterialIds": [ "lithium" ], "affectedSectors": [ "battery", "industrial" ], "summary": "Natural Resources Canada announced two Critical Minerals Research, Development and Demonstration (CMRDD) investments totaling C$9,437,500 for midstream lithium processing in British Columbia: C$4,937,500 to Saltworks Technologies to accelerate concentration and conversion of Canadian lithium brine into battery precursors, and C$4,500,000 to NORAM Electrolysis Systems for industrial-scale membrane-electrolysis demonstration for lithium production and lithium-hydroxide commercialization. The separate federal grants disclosure records NORAM agreement CMRDD2-021 in force from 8 July 2024 through 31 March 2027.", "analyticalSignificance": "Adds a concrete Canadian midstream-lithium financing event beneath the broader 2022 Critical Minerals Strategy. The two awards target process technology rather than mine development: brine concentration/conversion and lithium-hydroxide electrolysis. Only the NORAM award has a matching binding agreement record in the reviewed public disclosures; Saltworks remains coded at the announced stage.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-lithium-processing-2024", "src-canada-grant-noram-cmrdd-2024" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-07-11", "discoveredAt": null, "verifiedAt": "2026-10-07", "publishedAt": null } }, { "id": "evt-cn-decree-785-2024", "date": "2024-06-29", "jurisdiction": "china", "issuingBody": "中华人民共和国国务院 (State Council of the PRC)", "titleOriginal": "稀土管理条例", "titleOriginalLang": "zh", "titleEn": "Regulations on Rare Earth Administration", "titleEnSource": "self", "documentNumber": "国令第785号 (State Council Decree No. 785)", "policyStatus": "in_force", "mechanism": [ "supply_chain_security", "stockpiling", "catalogue_listing" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium" ], "affectedSectors": [ "defense", "energy", "battery", "industrial" ], "summary": "China's first administrative regulation governing the rare-earth industry end to end: adopted at the State Council's 31st executive meeting on 26 April 2024, signed by Premier Li Qiang on 22 June 2024, published 29 June 2024 and in force from 1 October 2024. Article 2 applies it to mining, smelting and separation, metal smelting, comprehensive utilisation, product circulation and import and export. Article 4 states that rare-earth resources belong to the State and provides for protective exploitation. Article 8 confines mining and smelting-separation to enterprises designated and published by the MIIT-led process, barring all others. Article 10 puts mining and smelting-separation under total-quantity control (总量调控) with dynamic management. Article 13 prohibits purchasing, processing, selling or exporting illegally mined or separated rare-earth products. Article 14 establishes a whole-chain product traceability information system, with flow-of-goods records required from producers and exporters. Article 15 subjects import and export to the foreign-trade and export-control regimes. Article 16 provides for a reserve system combining physical stockpiles with reserved mineral ground, and government with enterprise stockpiles.", "analyticalSignificance": "The domestic-side counterpart to the export-control announcements: where the MOFCOM measures govern what leaves China, this governs who may produce rare earths inside it, in what quantity, and under what traceability. Two provisions bear directly on the later export measures — the Article 14 traceability system, which is the administrative apparatus a licensing regime needs to police origin claims, and the Article 16 reserve system, which is the only stockpiling authority coded on the Chinese side of this database. The instrument is also notable for what it is not: a control on exports. Its own justification clause pairs resource and ecological protection with resource and industrial security, and it makes no reference to any foreign state.", "supersededByEventId": null, "sourceIds": [ "src-gov-cn-decree-785" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-06-29", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "eu-critical-raw-materials-act", "date": "2024-05-23", "jurisdiction": "eu", "issuingBody": "European Parliament and Council / European Commission", "titleOriginal": "Regulation (EU) 2024/1252 establishing a framework for ensuring a secure and sustainable supply of critical raw materials", "titleOriginalLang": "en", "titleEn": "Regulation (EU) 2024/1252 establishing a framework for ensuring a secure and sustainable supply of critical raw materials (Critical Raw Materials Act)", "titleEnSource": "na", "documentNumber": "Regulation (EU) 2024/1252", "policyStatus": "in_force", "mechanism": [ "supply_chain_security", "designation", "funding" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium", "gallium", "germanium", "graphite", "antimony", "tungsten", "ndfeb-magnets", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "The Critical Raw Materials Act entered into force on 23 May 2024. It sets 2030 benchmarks for the EU's annual consumption of strategic raw materials — at least 10% extracted, 40% processed and 25% recycled domestically, and no more than 65% from any single third country — and creates Strategic Project designations with accelerated permitting. The first Strategic Projects were designated in 2025.", "analyticalSignificance": "The EU instrument is benchmark-and-designation: de-risking through diversification targets rather than export leverage. It predates the April 2025 acute phase and is included as the standing framework the 2025 Chinese measures act upon. It anchors the EU's 'de-risking, not decoupling' posture.", "supersededByEventId": null, "sourceIds": [ "src-ec-crma", "src-eurlex-crma" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-05-03", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-dod-5n-germanium-2024", "date": "2024-04-16", "jurisdiction": "us", "issuingBody": "U.S. Department of Defense", "titleOriginal": "DOD Awards $14.4 Million to Sustain and Enhance the Space-Qualified Solar Cell Supply Chain", "titleOriginalLang": "en", "titleEn": "DoD DPA support for 5N+ space-qualified germanium substrate capacity", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "germanium" ], "affectedSectors": [ "defense", "semiconductor", "energy" ], "summary": "DoD awarded $14.4 million through the Defense Production Act Investment Program to 5N+ Semiconductors to sustain and expand production of space-qualified germanium substrates at St. George, Utah. The four-year effort covers manufacturing-capacity upgrades plus improvements in germanium sourcing, recovery and refining.", "analyticalSignificance": "The award targets a downstream semiconductor-material bottleneck while also supporting upstream recovery and refining within the same domestic facility.", "supersededByEventId": null, "sourceIds": [ "src-dod-5n-germanium-2024", "src-5n-germanium-2024" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2024-04-16", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-cn-graphite-2023", "date": "2023-10-20", "jurisdiction": "china", "issuingBody": "MOFCOM", "titleOriginal": "商务部 海关总署公告2023年第39号 关于优化调整石墨物项临时出口管制措施的公告", "titleOriginalLang": "zh", "titleEn": "MOFCOM/GACC Announcement No. 39 of 2023 on graphite export control measures", "titleEnSource": "self", "documentNumber": "MOFCOM/GACC Announcement No. 39 (2023)", "policyStatus": "active", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "graphite" ], "affectedSectors": [ "battery", "semiconductor", "defense", "industrial" ], "summary": "Effective 1 December 2023, three high-sensitivity synthetic and natural-flake graphite categories moved onto the dual-use control list; five low-sensitivity items were de-controlled. Replaced the 2006 temporary graphite regime.", "analyticalSignificance": "Targeted EV-battery anode supply; stated justification cited national security and non-proliferation obligations. Original-language text and a quoted framing anchor are not yet coded for this record.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-39", "src-iea-graphite-2023" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2023-10-20", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-army-perpetua-otia-2023", "date": "2023-08-18", "jurisdiction": "us", "issuingBody": "U.S. Department of Defense / U.S. Army", "titleOriginal": "Perpetua Resources awarded Ordnance Technology Initiative Agreement for domestic antimony trisulfide supply-chain demonstration", "titleOriginalLang": "en", "titleEn": "Army-backed antimony trisulfide pilot and process-development agreement with Perpetua", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "antimony" ], "affectedSectors": [ "defense", "industrial" ], "summary": "Perpetua Resources Idaho received an Ordnance Technology Initiative Agreement through the Defense Ordnance Technology Consortium to demonstrate a domestic antimony trisulfide supply chain using Stibnite ore. The agreement began at up to $15.5 million in 2023, received later additions, and reached a current estimated amount of $27.1 million by June 2026. The funded work includes sampling, pilot-scale production of military-specification antimony trisulfide, full-scale process design and a modular pilot plant; the Army marked the INL pilot facility's opening in July 2026.", "analyticalSignificance": "The programme extends public support beyond mine development into downstream process demonstration for military-grade antimony sulfide.", "supersededByEventId": null, "sourceIds": [ "src-perpetua-sec-dotc-2023", "src-perpetua-sec-2026-q2", "src-us-army-antimony-pilot-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2023-08-21", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-cn-gage-2023", "date": "2023-07-03", "jurisdiction": "china", "issuingBody": "MOFCOM", "titleOriginal": "商务部 海关总署公告2023年第23号 关于对镓、锗相关物项实施出口管制的公告", "titleOriginalLang": "zh", "titleEn": "MOFCOM/GACC Announcement No. 23 of 2023 on export controls on gallium- and germanium-related items", "titleEnSource": "self", "documentNumber": "MOFCOM/GACC Announcement No. 23 (2023)", "policyStatus": "active", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [ "gallium", "germanium" ], "affectedSectors": [ "semiconductor", "energy", "defense" ], "summary": "Effective 1 August 2023, eight gallium-related and six germanium-related items require a dual-use export license from provincial MOFCOM (not a ban). First major Chinese critical-material control of this cycle, days after expanded US/allied semiconductor controls.", "analyticalSignificance": "Established the licensing template (end-use/end-user disclosure, roughly 60-day review) reused in later controls; exports to the US fell to near zero.", "supersededByEventId": null, "sourceIds": [ "src-mofcom-23", "src-iea-gage-2023", "src-globaltimes-gage-2023" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2023-07-03", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-jp-jogmec-lynas-2023", "date": "2023-03-07", "jurisdiction": "japan", "issuingBody": "JOGMEC / Sojitz (JARE)", "titleOriginal": "JARE additional equity investment in Lynas and heavy rare earth offtake", "titleOriginalLang": "en", "titleEn": "JARE additional equity investment in Lynas and heavy rare earth offtake", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "funding", "offtake_agreement" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium" ], "affectedSectors": [ "energy", "defense", "industrial" ], "summary": "Japan Australia Rare Earth (JARE), co-founded in 2011 by Sojitz and JOGMEC, decided an additional AUD 200 million equity investment in Lynas Rare Earths for Lynas' mid-term growth plan, which includes light-REE production capacity expansion and the start of heavy-REE (dysprosium, terbium) separation. Sojitz and JOGMEC also entered into an agreement with Lynas to supply up to 65% of the heavy REEs produced by Lynas from Mt Weld feedstock to the Japanese market. JARE is a joint Sojitz–JOGMEC vehicle, and the release does not break the AUD 200 million down between the two.", "analyticalSignificance": "The clearest long-run example of patient state-backed offtake-plus-equity to build non-Chinese heavy-REE supply, the chokepoint China most dominates.", "supersededByEventId": null, "sourceIds": [ "src-jogmec-lynas" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2023-03-07", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-us-dod-perpetua-dpa-2022", "date": "2022-12-19", "jurisdiction": "us", "issuingBody": "U.S. Department of Defense", "titleOriginal": "DoD Issues $24.8M Critical Minerals Award to Perpetua Resources", "titleOriginalLang": "en", "titleEn": "DoD Defense Production Act support for Perpetua's Stibnite antimony project", "titleEnSource": "na", "documentNumber": null, "policyStatus": "ended", "mechanism": [ "funding", "supply_chain_security" ], "affectedMaterialIds": [ "antimony" ], "affectedSectors": [ "defense", "industrial" ], "summary": "DoD announced an initial Defense Production Act Title III award for environmental and engineering work on Perpetua Resources' Stibnite Gold Project. The Technology Investment Agreement was later definitized at $24.8 million and modified in May 2024 by an additional $34.4 million, bringing the total ceiling to $59.2 million. The agreement expired on 16 June 2025; Perpetua's June 2026 Form 10-Q states that all available funds had been disbursed.", "analyticalSignificance": "A multi-year federal grant supported permitting and construction readiness for a domestic antimony source before the project reached construction.", "supersededByEventId": null, "sourceIds": [ "src-dod-perpetua-dpa-2022", "src-perpetua-sec-dpa-2022", "src-perpetua-sec-2024-q2", "src-perpetua-sec-2026-q2", "src-perpetua-stibnite-construction-2026" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2022-12-19", "discoveredAt": null, "verifiedAt": "2026-10-02", "publishedAt": null } }, { "id": "evt-ca-cms-2022", "date": "2022-12-09", "jurisdiction": "canada", "issuingBody": "Natural Resources Canada", "titleOriginal": "The Canadian Critical Minerals Strategy", "titleOriginalLang": "en", "titleEn": "The Canadian Critical Minerals Strategy", "titleEnSource": "na", "documentNumber": "Not yet coded", "policyStatus": "in_force", "mechanism": [ "funding", "designation" ], "affectedMaterialIds": [ "rare-earth-elements", "graphite", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "energy", "battery", "industrial" ], "summary": "Released in Vancouver on 9 December 2022 by the Minister of Natural Resources, the Strategy is backed by up to CAD 3.8 billion in federal funding allocated in Budget 2022, covering geoscience and exploration through mineral processing, manufacturing and recycling, including research, development and technological deployment. Natural Resources Canada states five outcomes for it: supporting economic growth, competitiveness and job creation; promoting climate action and environmental protection; advancing reconciliation with Indigenous Peoples; fostering diverse and inclusive workforces and communities; and enhancing global security and partnership with allies. The Strategy addresses Canada's 31 critical minerals across the value chain, and the release names lithium, graphite, nickel, cobalt, copper, rare earth elements, potash, uranium and aluminum as the opportunities validated in consultation.", "analyticalSignificance": "Canada's principal positive-inducement instrument, and the counterpart to the investment-screening measure already coded here — together they show one government using funding and gatekeeping on the same resource base. The framing is the distinguishing feature: alone among the strategies coded in this tranche, it places reconciliation with Indigenous Peoples among the stated outcomes on equal footing with security and growth, and it names allied partnership as an outcome rather than as a means. Material scope is coded narrowly to the minerals the release itself names among those this database tracks; the full 31-mineral list was not machine-read.", "supersededByEventId": null, "sourceIds": [ "src-nrcan-cms-2022" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2022-12-09", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-ca-ica-divest-2022", "date": "2022-11-02", "jurisdiction": "canada", "issuingBody": "Innovation, Science and Economic Development Canada", "titleOriginal": "ICA divestiture order — three foreign investors in critical-mineral firms", "titleOriginalLang": "en", "titleEn": "ICA divestiture order — three foreign investors in critical-mineral firms", "titleEnSource": "na", "documentNumber": null, "policyStatus": "active", "mechanism": [ "investment_screening" ], "affectedMaterialIds": [ "lithium" ], "affectedSectors": [ "battery", "energy", "industrial" ], "summary": "Under the Investment Canada Act, Canada ordered three foreign investors to divest holdings in Canadian critical-mineral juniors (Sinomine from Power Metals, Chengze Lithium from Lithium Chile, Zangge Mining from Ultra Lithium). The official ISED statement describes the companies as engaged in the critical minerals sector, \"including lithium,\" and does not state the investors' nationality. The cited Gowling WLG analysis (secondary) identifies the three as Chinese firms, places the orders days after a 28 October 2022 policy making SOE investment in critical minerals approvable only \"on an exceptional basis,\" and notes that Power Metals' exploration projects are for lithium, cesium and tantalum. Lithium is now tracked in the material set; cesium and tantalum remain outside it.", "analyticalSignificance": "A leading allied use of investment screening (rather than export control) as a critical-minerals instrument, tied to friend-shoring rhetoric and timed alongside US engagement.", "supersededByEventId": null, "sourceIds": [ "src-ca-ised-divest", "src-gowling-ca-divest" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2022-11-02", "discoveredAt": null, "verifiedAt": null, "publishedAt": null } }, { "id": "evt-uk-cms-2022", "date": "2022-07-22", "jurisdiction": "uk", "issuingBody": "Department for Business, Energy & Industrial Strategy", "titleOriginal": "Resilience for the Future: The United Kingdom's Critical Minerals Strategy", "titleOriginalLang": "en", "titleEn": "Resilience for the Future: The United Kingdom's Critical Minerals Strategy", "titleEnSource": "na", "documentNumber": "Not yet coded", "policyStatus": "superseded", "mechanism": [ "designation", "supply_chain_security" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "graphite", "antimony", "tungsten", "lithium", "cobalt" ], "affectedSectors": [ "defense", "energy", "battery", "industrial" ], "summary": "The UK's first critical-minerals strategy, published 22 July 2022 and last updated 13 March 2023. It sets out an \"A-C-E\" approach — accelerate the UK's domestic capabilities, collaborate with international partners, and enhance international markets. Alongside it the British Geological Survey carried out its first UK criticality assessment, defining by economic vulnerability and supply risk a cohort of 18 minerals with high criticality for the UK: antimony, bismuth, cobalt, gallium, graphite, indium, lithium, magnesium, niobium, palladium, platinum, rare earth elements, silicon, tantalum, tellurium, tin, tungsten and vanadium. The strategy records that for each of the 18, the top three producer countries control between 73 and 98 percent of global production, and that China is the biggest producer of 12 of the 18. The publication was withdrawn on 24 November 2025; every page of the document carries the stamp \"Withdrawn 22 November 2025\".", "analyticalSignificance": "The UK's entry point into this database and a useful contrast case: the criticality cohort is built from an explicit BGS assessment of economic vulnerability and supply risk, and the strategy states production concentration — including China's position on 12 of the 18 minerals — as a finding of that assessment rather than as a political characterisation. Germanium is absent from the 2022 cohort but present in the 2025 successor, which is the kind of movement a designation lineage is worth coding to capture.", "supersededByEventId": "evt-uk-cms-2025", "sourceIds": [ "src-gov-uk-cms-2022" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2022-07-22", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-jp-espa-2022", "date": "2022-05-18", "jurisdiction": "japan", "issuingBody": "国会 (National Diet of Japan)", "titleOriginal": "経済施策を一体的に講ずることによる安全保障の確保の推進に関する法律", "titleOriginalLang": "ja", "titleEn": "Act on the Promotion of Ensuring National Security through Integrated Implementation of Economic Measures", "titleEnSource": "self", "documentNumber": "令和四年法律第四十三号 (Act No. 43 of 2022)", "policyStatus": "in_force", "mechanism": [ "supply_chain_security", "funding" ], "affectedMaterialIds": [], "affectedSectors": [ "defense", "semiconductor", "industrial" ], "summary": "Promulgated 18 May 2022, the Economic Security Promotion Act creates four regimes, of which the first governs strategic materials: Chapter 2 establishes the framework for securing the stable supply of specified critical materials (特定重要物資), running from a basic policy for stable-supply assurance through company-level supply-assurance plans (供給確保計画) to special measures under the Japan Finance Corporation Act, the Small and Medium Business Investment & Consultation Companies Act and the Small and Medium-sized Enterprise Credit Insurance Act, plus support delivered through designated stable-supply-assurance support corporations. The remaining chapters cover essential infrastructure services, development support for specified critical technologies, and non-disclosure of patent applications. The Act itself designates no material: which goods become specified critical materials is set by Cabinet Order under this framework.", "analyticalSignificance": "The statutory basis for the Japanese instruments already coded here — JOGMEC's rare-earth investments sit inside a legal architecture this Act created, and reading them without it makes them look like discrete commercial decisions rather than the operation of a designation-and-support regime. The Act is also the clearest case in this tranche of the pattern the whole framework layer shows: the material scope of Japanese policy is not in the statute but in the subordinate designation, so a database that only coded named-material instruments would miss where the authority actually comes from.", "supersededByEventId": null, "sourceIds": [ "src-egov-jp-espa-2022" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2022-05-18", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-us-cm-list-2022", "date": "2022-02-24", "jurisdiction": "us", "issuingBody": "U.S. Geological Survey / Department of the Interior", "titleOriginal": "2022 Final List of Critical Minerals", "titleOriginalLang": "en", "titleEn": "2022 Final List of Critical Minerals", "titleEnSource": "na", "documentNumber": "87 FR 10381 (FR Doc. 2022-04027)", "policyStatus": "superseded", "mechanism": [ "designation" ], "affectedMaterialIds": [ "rare-earth-elements", "dysprosium", "terbium", "neodymium", "praseodymium", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium", "cobalt", "nickel" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "The first critical-minerals list made under section 7002 of the Energy Act of 2020 (Pub. L. 116-260) rather than under Executive Order 13817 alone, and expressly a revision of the 2018 list at 83 FR 23295. It designates 50 minerals and — the structural change from 2018 — breaks the rare earths out as individual elements, naming cerium, dysprosium, erbium, europium, gadolinium, holmium, lanthanum, lutetium, neodymium, praseodymium, samarium, terbium, thulium, ytterbium and yttrium separately, alongside antimony, gallium, germanium, graphite, tungsten and the platinum-group metals. Helium, potash and uranium had been on the 2018 final list but were not carried onto the 2022 draft; USGS records that comments requesting their inclusion \"did not identify any inaccuracies in the data used to conduct the quantitative evaluation\".", "analyticalSignificance": "The moment US designation acquired element-level resolution on rare earths — which is what later allows a US list to be compared directly against Chinese control announcements that name individual elements, such as the seven medium and heavy rare earths in MOFCOM Announcement No. 18 of 2025. It also moves the list onto a statutory footing with a three-year review cycle, which is the mechanism that produced the 2025 list.", "supersededByEventId": "us-critical-minerals-list-2025", "sourceIds": [ "src-fedreg-cm-list-2022" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2022-02-24", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-cn-ecl-2020", "date": "2020-10-17", "jurisdiction": "china", "issuingBody": "全国人民代表大会常务委员会 (Standing Committee of the National People's Congress)", "titleOriginal": "中华人民共和国出口管制法", "titleOriginalLang": "zh", "titleEn": "Export Control Law of the People's Republic of China", "titleEnSource": "official", "documentNumber": "Presidential Order No. 58; adopted at the 22nd Meeting of the Standing Committee of the 13th NPC", "policyStatus": "in_force", "mechanism": [ "export_control", "dual_use_license" ], "affectedMaterialIds": [], "affectedSectors": [ "defense", "semiconductor", "industrial" ], "summary": "China's framework export-control statute, adopted 17 October 2020 and in force from 1 December 2020. Article 2 applies it to dual-use items, military products, nuclear items and other goods, technologies and services related to national security and non-proliferation obligations, and defines export control as prohibitive or restrictive measures on transfers out of the PRC and on provision of controlled items by Chinese persons to foreign organisations and individuals. Article 4 establishes a unified system operating through control lists and export licensing; Article 9 permits temporary controls of up to two years on items outside the lists; Article 10 permits outright export bans, including bans directed at specified destination countries, organisations or individuals; Article 12 makes licensing mandatory for listed and temporarily controlled items and extends it to unlisted items where the exporter knows or is notified of specified risks. The statute names no material: material scope is set entirely by the control lists and announcements issued under it.", "analyticalSignificance": "The legal foundation under which every Chinese rare-earth, gallium, germanium, graphite, antimony and tungsten measure in this database is issued, and the source of the formula those announcements reuse — Article 1's 为了维护国家安全和利益，履行防扩散等国际义务 is the statutory original that MOFCOM Announcement No. 46 of 2024 tracks in abbreviated form. Coding it lets the announcement-level records be read as applications of a standing framework rather than as ad hoc acts. Article 10's destination-specific ban power is the express authority behind the 2024 US-directed measure.", "supersededByEventId": null, "sourceIds": [ "src-npc-ecl-2020", "src-npc-ecl-2020-en" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2020-10-17", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-us-eo-13953-2020", "date": "2020-09-30", "jurisdiction": "us", "issuingBody": "President of the United States (Executive Office of the President)", "titleOriginal": "Addressing the Threat to the Domestic Supply Chain From Reliance on Critical Minerals From Foreign Adversaries and Supporting the Domestic Mining and Processing Industries", "titleOriginalLang": "en", "titleEn": "Addressing the Threat to the Domestic Supply Chain From Reliance on Critical Minerals From Foreign Adversaries and Supporting the Domestic Mining and Processing Industries", "titleEnSource": "na", "documentNumber": "Executive Order 13953; 85 FR 62539 (FR Doc. 2020-22064)", "policyStatus": "in_force", "mechanism": [ "supply_chain_security", "designation" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium", "cobalt" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "Signed 30 September 2020 under IEEPA, the National Emergencies Act and 3 U.S.C. 301, the order declares a national emergency over US reliance on critical minerals from foreign adversaries. Section 1(a) directs the Secretary of the Interior, in consultation with Treasury, Defense, Commerce and other agencies, to investigate that reliance and report to the President within 60 days, recommending executive action that \"may include the imposition of tariffs or quotas, other import restrictions against China and other non-market foreign adversaries\"; section 1(b) requires a threat update every 180 days. Section 2(a) makes it US policy to prioritise expansion and protection of the domestic minerals supply chain, so that the United States develops supply chains that \"do not depend on resources or processing from foreign adversaries\". \"Critical minerals\" is defined by reference to the minerals identified by the Secretary of the Interior under EO 13817 as amended by this order. The order amends EO 13817; the Federal Register's disposition record for it carried no revocation entry when accessed on 2026-08-12.", "analyticalSignificance": "The measure that converted US critical-minerals policy from designation and reporting into emergency authority, five years before the 2025 orders built on the same machinery. Unlike EO 14241 and EO 14272 — which speak of \"hostile foreign powers\" and leave the country unnamed — this order names the People's Republic of China directly and repeatedly, including in the operative instruction in section 1(a). That is the government's own text, not an inference drawn here, and it is why this record carries an explicit China-naming framing anchor where the 2025 orders do not.", "supersededByEventId": null, "sourceIds": [ "src-fedreg-eo-13953" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2020-10-05", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } }, { "id": "evt-us-cm-list-2018", "date": "2018-05-18", "jurisdiction": "us", "issuingBody": "Office of the Secretary, U.S. Department of the Interior", "titleOriginal": "Final List of Critical Minerals 2018", "titleOriginalLang": "en", "titleEn": "Final List of Critical Minerals 2018", "titleEnSource": "na", "documentNumber": "83 FR 23295 (FR Doc. 2018-10667)", "policyStatus": "superseded", "mechanism": [ "designation" ], "affectedMaterialIds": [ "rare-earth-elements", "gallium", "germanium", "graphite", "antimony", "tungsten", "lithium", "cobalt" ], "affectedSectors": [ "defense", "semiconductor", "energy", "battery", "industrial" ], "summary": "The first US critical-minerals list, finalised under Executive Order 13817 after 453 public comments on the February 2018 draft. It designates 35 mineral commodities: aluminum (bauxite), antimony, arsenic, barite, beryllium, bismuth, cesium, chromium, cobalt, fluorspar, gallium, germanium, graphite (natural), hafnium, helium, indium, lithium, magnesium, manganese, niobium, platinum group metals, potash, the rare earth elements group, rhenium, rubidium, scandium, strontium, tantalum, tellurium, tin, titanium, tungsten, uranium, vanadium and zirconium. Rare earths appear as a single grouped entry rather than as individual elements. The notice states the list \"while ``final,'' is not a permanent list, but will be dynamic and updated periodically\", and that it would serve as the Department of Commerce's initial focus for its report under section 4 of the Executive Order.", "analyticalSignificance": "The baseline record of the US designation instrument, and the reference point every later US measure is measured against — the 2022 and 2025 lists both describe themselves as revisions of it, and EO 13953 defines \"critical minerals\" by pointing at the minerals identified under EO 13817. Coding it makes the 2018-2025 designation chain legible as a single lineage rather than three unconnected notices. Designation carries no export restriction: its effect runs through permitting, funding eligibility and reporting obligations.", "supersededByEventId": "evt-us-cm-list-2022", "sourceIds": [ "src-fedreg-cm-list-2018" ], "verificationStatus": "verified", "intakeMode": "backfill", "lifecycle": { "officialPublicationDate": "2018-05-18", "discoveredAt": "2026-08-12", "verifiedAt": "2026-08-12", "publishedAt": null } } ], "framing": [ { "id": "fc-china-oct-natsec", "eventId": "china-rare-earth-expansion-2025-10", "actor": "china", "category": [ "national_security" ], "quoteOriginal": "为维护国家安全和利益", "quoteEn": "to safeguard national security and interests", "quoteEnSource": "self", "sourceId": "src-mofcom-61", "notes": "Justification clause of Announcement No. 61 (2025), verified verbatim against the MOFCOM primary. Re-anchored 2026-08-11: the claim previously cited a third-party bilingual translation and the wording coded at that time (为了维护国家安全和国家利益) does not appear in the announcement, despite a note asserting it was reproduced from the primary. Unlike Announcement No. 46, this text carries no non-proliferation clause, so only national security is coded. This re-anchoring was lost to an accidental working-tree revert on 2026-08-12 and restored the same day by re-fetching the primary and re-reading the clause." }, { "id": "fc-china-oct-gt-nonprolif", "eventId": "china-rare-earth-expansion-2025-10", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "The move was made to safeguard national security and interests and to uphold international commitments including non-proliferation, according to a statement released on MOFCOM's website on Thursday.", "quoteEn": "The move was made to safeguard national security and interests and to uphold international commitments including non-proliferation, according to a statement released on MOFCOM's website on Thursday.", "quoteEnSource": "na", "sourceId": "src-globaltimes-61", "notes": "Chinese state-media (Global Times English edition) rendering of MOFCOM's rationale. Pairs the national-security justification with a normalization framing — that the controls are consistent with international practice and dual-use obligations." }, { "id": "fc-us-burgum-resilience", "eventId": "us-critical-minerals-list-2025", "actor": "us", "category": [ "supply_chain_resilience", "economic_security" ], "quoteOriginal": "By working with the mineral industry and state partners, we are ensuring that the minerals powering our energy, defense, and technology supply chains are mined and processed in the United States.", "quoteEn": "By working with the mineral industry and state partners, we are ensuring that the minerals powering our energy, defense, and technology supply chains are mined and processed in the United States.", "quoteEnSource": "na", "sourceId": "src-doi-press-2025", "notes": "Attributed to U.S. Secretary of the Interior Doug Burgum in the Department of the Interior press release announcing the final 2025 list." }, { "id": "fc-eu-crma-resilience", "eventId": "eu-critical-raw-materials-act", "actor": "eu", "category": [ "supply_chain_resilience", "economic_security" ], "quoteOriginal": "The Critical Raw Materials Act (CRM Act) will ensure EU access to a secure and sustainable supply of critical raw materials.", "quoteEn": "The Critical Raw Materials Act (CRM Act) will ensure EU access to a secure and sustainable supply of critical raw materials.", "quoteEnSource": "na", "sourceId": "src-ec-crma", "notes": "The European Commission's own statement of the Act's objective, on its official Critical Raw Materials Act page." }, { "id": "fc-us-dod-mp-natsec", "eventId": "evt-us-dod-mp-2025", "actor": "us", "category": [ "national_security" ], "quoteOriginal": "Rebuilding the critical minerals and rare earth magnet sectors of the U.S.", "quoteEn": "Rebuilding the critical minerals and rare earth magnet sectors of the U.S.", "quoteEnSource": "na", "sourceId": "src-fortune-dod-mp", "notes": "Stated rationale of the DoD–MP Materials partnership as reported by Fortune; frames the equity-and-offtake deal as defense-industrial base rebuilding." }, { "id": "fc-au-cmsr-econsec", "eventId": "evt-au-cmsr-2026", "actor": "australia", "category": [ "economic_security" ], "quoteOriginal": "Critical minerals and rare earths are at the heart of our economic and national security", "quoteEn": "Critical minerals and rare earths are at the heart of our economic and national security", "quoteEnSource": "na", "sourceId": "src-au-industry-cmsr", "notes": "Australian government framing of the Critical Minerals Strategic Reserve." }, { "id": "fc-jp-jogmec-resilience", "eventId": "evt-jp-jogmec-lynas-2023", "actor": "japan", "category": [ "supply_chain_resilience" ], "quoteOriginal": "diversifying the supply sources which are currently concentrated to China", "quoteEn": "diversifying the supply sources which are currently concentrated to China", "quoteEnSource": "na", "sourceId": "src-jogmec-lynas", "notes": "JOGMEC's stated purpose for the additional Lynas investment and heavy-REE offtake." }, { "id": "fc-ca-ica-natsec", "eventId": "evt-ca-ica-divest-2022", "actor": "canada", "category": [ "national_security" ], "quoteOriginal": "rigorous scrutiny by Canada's national security and intelligence community", "quoteEn": "rigorous scrutiny by Canada's national security and intelligence community", "quoteEnSource": "na", "sourceId": "src-ca-ised-divest", "notes": "From the ISED divestiture statement, describing the Investment Canada Act national-security review applied to the three investments." }, { "id": "fc-cn-gage-natsec", "eventId": "evt-cn-gage-2023", "actor": "china", "category": [ "national_security" ], "quoteOriginal": "为维护国家安全和利益", "quoteEn": "to safeguard national security and interests", "quoteEnSource": "self", "sourceId": "src-mofcom-23", "notes": "Justification clause of Announcement No. 23 (2023), verified verbatim against the MOFCOM primary. Re-anchored 2026-08-10: the claim previously cited a state-media English report that does not carry the Chinese text, and the wording coded at that time was a near-paraphrase that does not appear in the announcement. The announcement carries no non-proliferation clause, so only national security is coded — a real, narrower framing than the rare-earth and tungsten measures, and identical to the graphite announcement." }, { "id": "fc-cn-us-ban-natsec", "eventId": "evt-cn-us-ban-2024", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests, and to fulfil international obligations including non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-46", "notes": "Justification clause of Announcement No. 46 (2024), verified verbatim against the MOFCOM primary. Re-anchored from CSET's bilingual translation to the primary: the wording coded from CSET (为了维护国家安全和利益，履行防扩散等国际义务) differs from the announcement, which reads 为维护国家安全和利益、履行防扩散等国际义务 — no 了, and an enumeration comma rather than a full comma. The English is the project's own rendering and now carries 等国际义务 (\"and other international obligations\"), which the previous translation dropped. The category follows the literal text (national security + non-proliferation/compliance); the retaliation reading rests on the one-day-after-BIS timing and is recorded in the event's analytical significance, not the quote. This re-anchoring was lost to an accidental working-tree revert on 2026-08-12 and restored the same day by re-fetching the primary." }, { "id": "fc-cn-apr18-natsec", "eventId": "china-rare-earth-controls-2025-04", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests and fulfil international obligations such as non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-18", "notes": "Statutory justification clause of Announcement No. 18 (2025), from the MOFCOM primary. Pairs the national-security justification with the non-proliferation/compliance clause, the same framing as Announcement No. 46." }, { "id": "fc-cn-graphite-natsec", "eventId": "evt-cn-graphite-2023", "actor": "china", "category": [ "national_security" ], "quoteOriginal": "为维护国家安全和利益", "quoteEn": "to safeguard national security and interests", "quoteEnSource": "self", "sourceId": "src-mofcom-39", "notes": "Justification clause of Announcement No. 39 (2023), from the MOFCOM primary. The graphite announcement text does not carry the non-proliferation clause, so only national security is coded — a real, narrower framing than the rare-earth and tungsten measures." }, { "id": "fc-cn-tungsten-natsec", "eventId": "evt-cn-tungsten-2025", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests and fulfil international obligations such as non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-10", "notes": "Justification clause of Announcement No. 10 (2025), from the MOFCOM primary. Same national-security + non-proliferation/compliance clause as Announcement No. 18 and No. 46." }, { "id": "fc-cn-antimony-natsec", "eventId": "evt-cn-antimony-2024", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests and fulfil international obligations such as non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-33", "notes": "Justification clause of Announcement No. 33 (2024), from the MOFCOM primary (inspected 2026-07-09). Identical national-security + non-proliferation formula later used in Announcements No. 10 and No. 18 of 2025 — the antimony measure is where this now-standard clause entered the mineral-controls series." }, { "id": "fc-cn-suspension-leverage", "eventId": "china-rare-earth-suspension-2025-11", "actor": "china", "category": [ "leverage_retaliation" ], "quoteOriginal": "中方将暂停实施10月9日公布的相关出口管制等措施一年", "quoteEn": "China will suspend implementation of the relevant export-control and other measures announced on 9 October for one year", "quoteEnSource": "self", "sourceId": "src-mofcom-kl-qa", "notes": "From the MOFCOM spokesperson Q&A on the Kuala Lumpur joint arrangement (30 Oct 2025), which pairs this sentence with the US pausing its 29 September 50% penetration rule for one year — an explicitly reciprocal, time-bound exchange. Coded leverage_retaliation on that reciprocity structure. Announcement No. 70 itself contains no justification clause (only 经批准), so the framing anchor is the spokesperson statement, not the instrument text." }, { "id": "fc-jp-lofdal-supply", "eventId": "evt-jp-jogmec-lofdal-2026", "actor": "japan", "category": [ "supply_chain_resilience" ], "quoteOriginal": "日本のレアアース安定供給に資するプロジェクトとして期待されています", "quoteEn": "the project is expected to contribute to securing a stable supply of rare earths for Japan", "quoteEnSource": "official", "sourceId": "src-jogmec-lofdal-ja", "notes": "Japanese original from the JOGMEC release; the English is JOGMEC's own published translation of the same sentence in its English edition, so provenance is 'official' rather than 'self'. Both language editions were re-read at promotion (2026-08-12). The release carries a second framing sentence (日本の重要鉱物のサプライチェーン強靭化, economic security) which is spoken by Toyota Tsusho, the corporate partner in this joint government-industry announcement, and is deliberately not coded: framing claims record the government's official presentation, and actor 'japan' may not be anchored to a corporate voice." }, { "id": "fc-us-eo14241-natsec", "eventId": "evt-us-eo-14241-2025", "actor": "us", "category": [ "national_security", "economic_security" ], "quoteOriginal": "Our national and economic security are now acutely threatened by our reliance upon hostile foreign powers' mineral production.", "quoteEn": "Our national and economic security are now acutely threatened by our reliance upon hostile foreign powers' mineral production.", "quoteEnSource": "na", "sourceId": "src-fedreg-eo-14241", "notes": "Purpose clause of the order, verbatim from the Federal Register text. Codes both categories because the sentence names both explicitly. The order does not name China, so no leverage_retaliation is coded: \"hostile foreign powers\" is the government's own formulation and the tracker does not resolve it to a country the text leaves unnamed." }, { "id": "fc-us-eo14272-natsec", "eventId": "evt-us-eo-14272-2025", "actor": "us", "category": [ "national_security", "economic_security" ], "quoteOriginal": "Critical minerals, including rare earth elements, in the form of processed minerals are essential raw materials and critical production inputs required for economic and national security.", "quoteEn": "Critical minerals, including rare earth elements, in the form of processed minerals are essential raw materials and critical production inputs required for economic and national security.", "quoteEnSource": "na", "sourceId": "src-fedreg-eo-14272", "notes": "Opening of the section 1 policy statement, verbatim from the Federal Register text. The sentence names economic and national security together, so both are coded." }, { "id": "fc-us-eo14272-supply", "eventId": "evt-us-eo-14272-2025", "actor": "us", "category": [ "supply_chain_resilience" ], "quoteOriginal": "But processed critical minerals and their derivative products face significant global supply chain vulnerabilities and market distortions due to reliance on a small number of foreign suppliers.", "quoteEn": "But processed critical minerals and their derivative products face significant global supply chain vulnerabilities and market distortions due to reliance on a small number of foreign suppliers.", "quoteEnSource": "na", "sourceId": "src-fedreg-eo-14272", "notes": "Second paragraph of the section 1 policy statement, verbatim. Kept separate from the national-security anchor because it makes a distinct claim — supplier concentration and market distortion — rather than restating the security rationale." }, { "id": "fc-us-cm2018-vulnerability", "eventId": "evt-us-cm-list-2018", "actor": "us", "category": [ "economic_security", "supply_chain_resilience" ], "quoteOriginal": "This dependency of the United States on foreign sources creates a strategic vulnerability for both its economy and military to adverse foreign government action, natural disaster, and other events that can disrupt supply of these key minerals.", "quoteEn": "This dependency of the United States on foreign sources creates a strategic vulnerability for both its economy and military to adverse foreign government action, natural disaster, and other events that can disrupt supply of these key minerals.", "quoteEnSource": "na", "sourceId": "src-fedreg-cm-list-2018", "notes": "From the SUMMARY of the Federal Register notice, verbatim. The sentence places adverse foreign government action alongside natural disaster as one disruption risk among several and names no country, so no leverage or retaliation framing is coded." }, { "id": "fc-us-eo13953-emergency", "eventId": "evt-us-eo-13953-2020", "actor": "us", "category": [ "national_security", "economic_security" ], "quoteOriginal": "I therefore determine that our Nation's undue reliance on critical minerals, in processed or unprocessed form, from foreign adversaries constitutes an unusual and extraordinary threat, which has its source in substantial part outside the United States, to the national security, foreign policy, and economy of the United States. I hereby declare a national emergency to deal with that threat.", "quoteEn": "I therefore determine that our Nation's undue reliance on critical minerals, in processed or unprocessed form, from foreign adversaries constitutes an unusual and extraordinary threat, which has its source in substantial part outside the United States, to the national security, foreign policy, and economy of the United States. I hereby declare a national emergency to deal with that threat.", "quoteEnSource": "na", "sourceId": "src-fedreg-eo-13953", "notes": "The operative determination and emergency declaration, verbatim from the Federal Register text with the printed line breaks removed and nothing else altered. This is the IEEPA/NEA predicate for the whole order." }, { "id": "fc-us-eo13953-china", "eventId": "evt-us-eo-13953-2020", "actor": "us", "category": [ "national_security", "leverage_retaliation" ], "quoteOriginal": "Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning.", "quoteEn": "Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning.", "quoteEnSource": "na", "sourceId": "src-fedreg-eo-13953", "notes": "Verbatim, line breaks removed. Coded with leverage_retaliation because the order itself, in the operative instruction at section 1(a), directs that recommended action \"may include the imposition of tariffs or quotas, other import restrictions against China and other non-market foreign adversaries\" — the country is named by the government in its own operative text, so the label rests on the document rather than on any inference drawn here. Contrast EO 14241 and EO 14272, which leave the country unnamed and therefore carry no such label." }, { "id": "fc-us-cm2022-methodology", "eventId": "evt-us-cm-list-2022", "actor": "us", "category": [ "compliance_modernization" ], "quoteOriginal": "This 2022 final list of critical minerals is not intended to replace related terms and definitions of minerals that are deemed strategic, critical or otherwise important.", "quoteEn": "This 2022 final list of critical minerals is not intended to replace related terms and definitions of minerals that are deemed strategic, critical or otherwise important.", "quoteEnSource": "na", "sourceId": "src-fedreg-cm-list-2022", "notes": "USGS limiting the reach of its own designation. Coded compliance_modernization rather than a security category because the statement is about the instrument's legal scope — that it is a statutory list under section 7002 of the Energy Act of 2020 and not a general-purpose determination — not about why the minerals matter." }, { "id": "fc-cn-ecl-natsec", "eventId": "evt-cn-ecl-2020", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为了维护国家安全和利益，履行防扩散等国际义务，加强和规范出口管制，制定本法。", "quoteEn": "This Law is enacted for the purposes of safeguarding national security and interest, performing nonproliferation and other international obligations, and strengthening and regulating export control.", "quoteEnSource": "official", "sourceId": "src-npc-ecl-2020-en", "notes": "Article 1 of the Export Control Law. The Chinese is verbatim from the NPC's Chinese text (src-npc-ecl-2020); the English is the NPC's own official translation, which is why quoteEnSource is \"official\" and the claim resolves to the English edition. This is the statutory original of the national-security-plus-non-proliferation formula that the later MOFCOM announcements reuse — compare fc-cn-us-ban-natsec, where Announcement No. 46 carries the same two limbs in abbreviated form." }, { "id": "fc-cn-decree792-natsec", "eventId": "evt-cn-decree-792-2024", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为了维护国家安全和利益，履行防扩散等国际义务，加强和规范两用物项出口管制，根据《中华人民共和国出口管制法》(以下简称出口管制法)等法律，制定本条例。", "quoteEn": "These Regulations are formulated in accordance with the Export Control Law of the People's Republic of China (hereinafter the Export Control Law) and other laws, for the purposes of safeguarding national security and interests, performing non-proliferation and other international obligations, and strengthening and regulating export control of dual-use items.", "quoteEnSource": "self", "sourceId": "src-moj-decree-792", "notes": "Article 1, verbatim from the State Council's administrative-regulations database. The clause reproduces the Export Control Law's Article 1 purpose formula and adds the subordination to that statute; the translation here is this project's own, rendered to match the NPC's official English of the parent provision where the wording is identical." }, { "id": "fc-cn-decree785-resource", "eventId": "evt-cn-decree-785-2024", "actor": "china", "category": [ "resource_environmental", "economic_security", "national_security" ], "quoteOriginal": "为有效保护和合理开发利用稀土资源，促进稀土产业高质量发展，维护生态安全，保障国家资源安全和产业安全，根据有关法律，制定本条例。", "quoteEn": "These Regulations are formulated in accordance with the relevant laws in order to effectively protect and rationally develop and utilise rare-earth resources, promote the high-quality development of the rare-earth industry, safeguard ecological security, and ensure national resource security and industrial security.", "quoteEnSource": "self", "sourceId": "src-gov-cn-decree-785", "notes": "Article 1 of the Regulations on Rare Earth Administration, verbatim from the State Council portal; translation is this project's own. Three categories are coded because the single sentence carries three distinct limbs — resource protection and ecological security, industrial development, and national resource and industrial security. Worth contrasting with the export-control instruments: this justification is entirely domestic and mentions no foreign state, no non-proliferation obligation and no export." }, { "id": "fc-au-cmpti-processing", "eventId": "evt-au-cmpti-2025", "actor": "australia", "category": [ "supply_chain_resilience", "economic_security" ], "quoteOriginal": "Companies may be entitled to a refundable tax offset for expenditure incurred in carrying on processing activities at facilities in Australia that substantially transform feedstock containing critical minerals into purer or more refined forms of the critical minerals that are chemically distinct from the feedstock. This offset is designed to support the growth of these processing activities in Australia.", "quoteEn": "Companies may be entitled to a refundable tax offset for expenditure incurred in carrying on processing activities at facilities in Australia that substantially transform feedstock containing critical minerals into purer or more refined forms of the critical minerals that are chemically distinct from the feedstock. This offset is designed to support the growth of these processing activities in Australia.", "quoteEnSource": "na", "sourceId": "src-legislation-au-cmpti-2025", "notes": "Section 419-1, \"What this Division is about\", verbatim from the authorised PDF. A guide provision rather than an operative one, but it is the Parliament's own statement of the incentive's purpose in the enacted text, which is what the framing model requires. Note what it does not say: no foreign state, no supply threat and no security rationale appears — the stated purpose is growth in domestic processing." }, { "id": "fc-ca-cms-allies", "eventId": "evt-ca-cms-2022", "actor": "canada", "category": [ "allied_coordination" ], "quoteOriginal": "Enhancing global security and partnership with allies.", "quoteEn": "Enhancing global security and partnership with allies.", "quoteEnSource": "na", "sourceId": "src-nrcan-cms-2022", "notes": "The fifth of the five outcomes Natural Resources Canada states for the Strategy, verbatim. Coded on its own because it is the only one of the five framed in security terms; the other four are economic, environmental, reconciliation and workforce outcomes." }, { "id": "fc-ca-cms-opportunity", "eventId": "evt-ca-cms-2022", "actor": "canada", "category": [ "economic_security", "supply_chain_resilience" ], "quoteOriginal": "It will position Canada as the global supplier of choice for the critical minerals and clean technologies needed for the green, digital global economy — and it will help advance economic reconciliation with Indigenous Peoples.", "quoteEn": "It will position Canada as the global supplier of choice for the critical minerals and clean technologies needed for the green, digital global economy — and it will help advance economic reconciliation with Indigenous Peoples.", "quoteEnSource": "na", "sourceId": "src-nrcan-cms-2022", "notes": "Attributed in the release to the Honourable Jonathan Wilkinson, Minister of Natural Resources. Coded as economic security and resilience rather than allied coordination: the supplier-of-choice claim is about Canada's own position in the market, and is kept separate from the explicit allied-partnership outcome anchored in fc-ca-cms-allies." }, { "id": "fc-jp-espa-security", "eventId": "evt-jp-espa-2022", "actor": "japan", "category": [ "national_security", "economic_security" ], "quoteOriginal": "この法律は、国際情勢の複雑化、社会経済構造の変化等に伴い、安全保障を確保するためには、経済活動に関して行われる国家及び国民の安全を害する行為を未然に防止する重要性が増大していることに鑑み、経済施策を一体的に講ずることによる安全保障の確保の推進に関する基本的な方針を策定するとともに、安全保障の確保に関する経済施策として、特定重要物資の安定的な供給の確保及び特定社会基盤役務の安定的な提供の確保に関する制度並びに特定重要技術の開発支援及び特許出願の非公開に関する制度を創設することにより、安全保障の確保に関する経済施策を総合的かつ効果的に推進することを目的とする。", "quoteEn": "The purpose of this Act is, in view of the growing importance of preventing in advance acts harmful to the security of the State and its people carried out in relation to economic activity in order to ensure national security amid increasing complexity in the international situation and changes in socio-economic structures, to formulate a basic policy on promoting the securing of national security through the integrated implementation of economic measures, and to establish, as economic measures relating to the securing of national security, systems for ensuring the stable supply of specified critical materials and the stable provision of specified essential infrastructure services, together with systems for supporting the development of specified critical technologies and for non-disclosure of patent applications, thereby comprehensively and effectively promoting economic measures relating to the securing of national security.", "quoteEnSource": "self", "sourceId": "src-egov-jp-espa-2022", "notes": "Article 1 of Act No. 43 of 2022, verbatim from the e-Gov statutory database. Translation is this project's own — no official English version of this Act was located in this session, which is why quoteEnSource is \"self\" rather than \"official\". The sentence is the Act's single purpose provision and it ties economic measures to security explicitly, which is why both categories are coded." }, { "id": "fc-uk-cms2022-ace", "eventId": "evt-uk-cms-2022", "actor": "uk", "category": [ "supply_chain_resilience", "allied_coordination" ], "quoteOriginal": "This strategy sets out how we will do this through our new A-C-E approach. We aim to: Accelerate the UK's domestic capabilities", "quoteEn": "This strategy sets out how we will do this through our new A-C-E approach. We aim to: Accelerate the UK's domestic capabilities", "quoteEnSource": "na", "sourceId": "src-gov-uk-cms-2022", "notes": "The strategy's own statement of its structure, verbatim, with the first of the three headings. Allied coordination is coded because the C limb of the stated approach is \"Collaborate with international partners\", which appears in the same passage as a heading." }, { "id": "fc-uk-cms2025-vision", "eventId": "evt-uk-cms-2025", "actor": "uk", "category": [ "economic_security", "supply_chain_resilience" ], "quoteOriginal": "The UK has the critical minerals it needs to drive economic growth and the clean energy transition, harnessing our competitive advantage in midstream processing and recycling of critical minerals.", "quoteEn": "The UK has the critical minerals it needs to drive economic growth and the clean energy transition, harnessing our competitive advantage in midstream processing and recycling of critical minerals.", "quoteEnSource": "na", "sourceId": "src-gov-uk-cms-2025", "notes": "The Vision 2035 statement, set out as a display quotation in the strategy and reproduced verbatim with the printed line breaks removed. It is the government's own formulation of the strategy's objective, and it frames the UK's position as a competitive advantage in midstream processing rather than as a response to any external actor." }, { "id": "fc-in-ncmm-selfreliance", "eventId": "evt-in-ncmm-2025", "actor": "india", "category": [ "economic_security", "supply_chain_resilience" ], "quoteOriginal": "There is a need to establish an effective framework for India's self-reliance in the critical mineral sector.", "quoteEn": "There is a need to establish an effective framework for India's self-reliance in the critical mineral sector.", "quoteEnSource": "na", "sourceId": "src-pib-ncmm-2025", "notes": "From the Press Information Bureau release on the Cabinet approval, verbatim. The surrounding text places the Mission within the Atmanirbhar Bharat (self-reliant India) initiative and cites the indispensable role of critical minerals in high-tech industries, clean energy and defence. No foreign state is named anywhere in the release." }, { "id": "fc-cn-antismuggling-natsec", "eventId": "evt-cn-antismuggling-campaign-2025", "actor": "china", "category": [ "national_security" ], "quoteOriginal": "加强战略矿产资源出口管制事关国家安全和发展利益。", "quoteEn": "Strengthening export controls on strategic mineral resources relates to national security and development interests.", "quoteEnSource": "self", "sourceId": "src-mofcom-antismuggling-2025", "notes": "Justification clause from the MOFCOM notice's second paragraph, verified verbatim (including punctuation) against the primary. Coded national_security only: the clause pairs security with \"development interests\" but does not itself elaborate an economic-security or resilience rationale, so no broader category is inferred from it." }, { "id": "fc-ca-cmrdd-resilience", "eventId": "evt-ca-nrcan-cmrdd-2024", "actor": "canada", "category": [ "supply_chain_resilience" ], "quoteOriginal": "New technologies will help address gaps in our world-leading supply chain, seize the economic opportunity presented to us, keep Canadian industry competitive in a rapidly evolving global context, and create jobs — now and for future generations.", "quoteEn": "New technologies will help address gaps in our world-leading supply chain, seize the economic opportunity presented to us, keep Canadian industry competitive in a rapidly evolving global context, and create jobs — now and for future generations.", "quoteEnSource": "na", "sourceId": "src-nrcan-cmrdd-2024", "notes": "Attributed in the release to the Honourable Jonathan Wilkinson, Minister of Energy and Natural Resources. Coded narrowly as supply_chain_resilience only, on the explicit \"address gaps in our world-leading supply chain\" clause — the same register as the existing fc-ca-cms-opportunity anchor from the same minister. \"Economic opportunity\" language in the same and other quotes (Gerretsen; the two company CEOs) was not used: the CEO quotes are private-company statements, not official government framing, and the remaining ministerial language is generic economic-opportunity boosterism without a security or resilience claim of its own, so no second category or second claim was added." }, { "id": "fc-uk-nwf-natsec", "eventId": "evt-uk-nwf-tungsten-west-2026", "actor": "uk", "category": [ "national_security" ], "quoteOriginal": "We are living in a more dangerous world, which is why backing British industry is more important than ever before.", "quoteEn": "We are living in a more dangerous world, which is why backing British industry is more important than ever before.", "quoteEnSource": "na", "sourceId": "src-nwf-tungsten-west-2026", "notes": "John Healey, Chancellor of the Exchequer. The attribution was independently verified against gov.uk's live Ministers listing in an earlier review session and re-confirmed this session; both the National Wealth Fund release and gov.uk agree Healey holds this office. Coded national_security on this sentence alone, which is explicit geopolitical-danger framing; the quote continues into an economic/jobs argument not anchored here. A second, government quotation (Business Secretary Jonathan Reynolds: \"...will boost our economic resilience, strengthen supply chains...\") also plausibly supports economic_security and supply_chain_resilience, but was left uncoded to keep this addition to the single narrowest claim needed to resolve the no-framing warning; a maintainer may add it separately if broader framing coverage is wanted." }, { "id": "fc-us-proc11001-threat", "eventId": "evt-us-proc-11001-2026", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "Mining a mineral domestically does not safeguard the national security of the United States if the United States remains dependent on a foreign country for the processing of that mineral.", "quoteEn": "Mining a mineral domestically does not safeguard the national security of the United States if the United States remains dependent on a foreign country for the processing of that mineral.", "quoteEnSource": "na", "sourceId": "src-fedreg-proc-11001", "notes": "Verbatim from paragraph 6, line breaks removed. The proclamation frames processing, not extraction, as the security chokepoint, the same midstream stage the Australian production tax incentive and the DoD–MP separation loan target. It names no country, so no leverage_retaliation label is applied." }, { "id": "fc-us-au-framework-resilience", "eventId": "evt-us-au-framework-2025", "actor": "australia", "category": [ "supply_chain_resilience", "allied_coordination" ], "quoteOriginal": "the Participants' objective is to assist both countries in achieving resilience and security of critical minerals and rare earths supply chains, including mining, separation, and processing", "quoteEn": "the Participants' objective is to assist both countries in achieving resilience and security of critical minerals and rare earths supply chains, including mining, separation, and processing", "quoteEnSource": "na", "sourceId": "src-wh-us-au-framework-2025", "notes": "From the Framework's recitals, a joint text signed by both governments; coded to Australia because the event is recorded under the Australian release. The recital names no third country." }, { "id": "fc-us-osc-vulcan-magnets", "eventId": "evt-us-osc-vulcan-reelement-2025", "actor": "us", "category": [ "supply_chain_resilience", "national_security" ], "quoteOriginal": "secure a domestic supply chain for the magnets used in chip manufacturing, drones, electric vehicles, fighter jets, industrial motors, nuclear submarines, and satellites", "quoteEn": "secure a domestic supply chain for the magnets used in chip manufacturing, drones, electric vehicles, fighter jets, industrial motors, nuclear submarines, and satellites", "quoteEnSource": "na", "sourceId": "src-osc-vulcan-reelement-2025", "notes": "Attributed in the release to Under Secretary of War for Research and Engineering Emil Michael." }, { "id": "fc-cn-56-2025-natsec", "eventId": "evt-cn-mofcom-56-2025", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests and fulfil international obligations such as non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-56", "notes": "Justification clause of Announcement No. 56 (2025), read verbatim from the MOFCOM primary on 2026-09-23; the same national-security and non-proliferation pairing as Announcement No. 18." }, { "id": "fc-cn-57-2025-natsec", "eventId": "evt-cn-mofcom-57-2025", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests and fulfil international obligations such as non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-57", "notes": "Justification clause of Announcement No. 57 (2025), read verbatim from the MOFCOM primary on 2026-09-23; the same national-security and non-proliferation pairing as Announcement No. 18." }, { "id": "fc-cn-58-2025-natsec", "eventId": "evt-cn-mofcom-58-2025", "actor": "china", "category": [ "national_security", "compliance_modernization" ], "quoteOriginal": "为维护国家安全和利益、履行防扩散等国际义务", "quoteEn": "to safeguard national security and interests and fulfil international obligations such as non-proliferation", "quoteEnSource": "self", "sourceId": "src-mofcom-58", "notes": "Justification clause of Announcement No. 58 (2025), read verbatim from the MOFCOM primary on 2026-09-23; the same national-security and non-proliferation pairing as Announcement No. 18." }, { "id": "fc-cn-62-2025-natsec", "eventId": "evt-cn-mofcom-62-2025", "actor": "china", "category": [ "national_security" ], "quoteOriginal": "为维护国家安全和利益", "quoteEn": "to safeguard national security and interests", "quoteEnSource": "self", "sourceId": "src-mofcom-62", "notes": "Justification clause of Announcement No. 62 (2025), read verbatim from the MOFCOM primary on 2026-09-23. Like No. 61 it carries no non-proliferation limb, so only national security is coded." }, { "id": "fc-eu-crma-sp-2025-03-resilience", "eventId": "evt-eu-crma-strategic-projects-2025-03", "actor": "eu", "category": [ "supply_chain_resilience" ], "quoteOriginal": "to boost domestic strategic raw material capacities, which will in turn strengthen the European raw materials value chain and diversify sources of supply", "quoteEn": "to boost domestic strategic raw material capacities, which will in turn strengthen the European raw materials value chain and diversify sources of supply", "quoteEnSource": "na", "sourceId": "src-ec-ip-25-864", "notes": "Opening sentence of the Commission's press release on the first list of Strategic Projects." }, { "id": "fc-eu-crma-sp-2025-06-economic-security", "eventId": "evt-eu-crma-strategic-projects-2025-06", "actor": "eu", "category": [ "economic_security", "supply_chain_resilience" ], "quoteOriginal": "The Strategic Projects will diversify the EU's sources of supply and increase economic security.", "quoteEn": "The Strategic Projects will diversify the EU's sources of supply and increase economic security.", "quoteEnSource": "na", "sourceId": "src-ec-ip-25-1419", "notes": "From the Commission's press release on the first list of Strategic Projects outside the EU." }, { "id": "fc-eu-resourceeu-2025-weaponisation", "eventId": "evt-eu-resourceeu-2025", "actor": "eu", "category": [ "economic_security", "supply_chain_resilience" ], "quoteOriginal": "The recent weaponisation of CRMs by dominant market players highlighted the need to accelerate existing efforts to enhance security of supply.", "quoteEn": "The recent weaponisation of CRMs by dominant market players highlighted the need to accelerate existing efforts to enhance security of supply.", "quoteEnSource": "na", "sourceId": "src-ec-ip-25-2891", "notes": "Background paragraph of the Commission's press release. The Commission does not name the market players." }, { "id": "fc-jp-espa-almt-tungsten-supply", "eventId": "evt-jp-espa-almt-tungsten-2026", "actor": "japan", "category": [ "supply_chain_resilience", "economic_security" ], "quoteOriginal": "我が国の重要鉱物の安定供給確保を図る上で効果的と認められる取組", "quoteEn": "undertakings recognized as effective in securing the stable supply of critical minerals to Japan", "quoteEnSource": "self", "sourceId": "src-jogmec-critical-minerals-grants", "notes": "JOGMEC's description of what the certified plans it funds must be. It is the programme's framing, not this certification's own, so it anchors only the first certification in the corpus; the later three carry no framing claim rather than repeating it, which would count the same passage four times." }, { "id": "fc-ca-g7-cmpa-2025-resilience", "eventId": "evt-ca-g7-cmpa-2025", "actor": "canada", "category": [ "supply_chain_resilience", "allied_coordination" ], "quoteOriginal": "a Canada-led G7 initiative to diversify and secure global critical minerals production and supply", "quoteEn": "a Canada-led G7 initiative to diversify and secure global critical minerals production and supply", "quoteEnSource": "na", "sourceId": "src-nrcan-g7-cmpa-2025", "notes": "The backgrounder's description of the Critical Minerals Production Alliance." }, { "id": "fc-us-chips-usar-2026-chokepoints", "eventId": "evt-us-chips-usar-2026", "actor": "us", "category": [ "supply_chain_resilience" ], "quoteOriginal": "provides U.S. semiconductor companies a reliable domestic source and removes choke points in their manufacturing supply chain", "quoteEn": "provides U.S. semiconductor companies a reliable domestic source and removes choke points in their manufacturing supply chain", "quoteEnSource": "na", "sourceId": "src-nist-chips-usar-2026", "notes": "Bill Frauenhofer, Director of the CHIPS Program, in Commerce's release." }, { "id": "fc-us-dod-5n-germanium-2024-security", "eventId": "evt-us-dod-5n-germanium-2024", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "Space-based capabilities are vital to U.S. national security", "quoteEn": "Space-based capabilities are vital to U.S. national security", "quoteEnSource": "na", "sourceId": "src-dod-5n-germanium-2024", "notes": "Assistant Secretary of Defense for Industrial Base Policy Laura Taylor-Kale in the official award release." }, { "id": "fc-us-dow-5n-germanium-2025-priority", "eventId": "evt-us-dow-5n-germanium-2025", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "Increasing domestic germanium production is one of the highest industrial base priorities for the DoW.", "quoteEn": "Increasing domestic germanium production is one of the highest industrial base priorities for the DoW.", "quoteEnSource": "na", "sourceId": "src-dow-5n-germanium-2026", "notes": "Assistant Secretary of War for Industrial Base Policy Mike Cadenazzi in the official release." }, { "id": "fc-ca-trail-strategic-metals-2026-security", "eventId": "evt-ca-trail-strategic-metals-2026", "actor": "canada", "category": [ "economic_security", "national_security", "supply_chain_resilience" ], "quoteOriginal": "secure the critical minerals Canada and the world need for economic sovereignty, national security and the energy transition", "quoteEn": "secure the critical minerals Canada and the world need for economic sovereignty, national security and the energy transition", "quoteEnSource": "na", "sourceId": "src-nrcan-trail-strategic-metals-2026", "notes": "Natural Resources Canada description of the Canada Critical Minerals Accelerator's purpose." }, { "id": "fc-us-army-perpetua-otia-2023-resilience", "eventId": "evt-us-army-perpetua-otia-2023", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "establishing a secure, domestic supply chain for this essential ammunition component", "quoteEn": "establishing a secure, domestic supply chain for this essential ammunition component", "quoteEnSource": "na", "sourceId": "src-us-army-antimony-pilot-2026", "notes": "Retrospective Army framing in 2026 of the DOTC effort initiated in 2023; not wording attributed to the 2023 SEC filing." }, { "id": "fc-us-dod-perpetua-dpa-2022-resilience", "eventId": "evt-us-dod-perpetua-dpa-2022", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "restore domestic industrial capabilities essential to the national defense", "quoteEn": "restore domestic industrial capabilities essential to the national defense", "quoteEnSource": "na", "sourceId": "src-dod-perpetua-dpa-2022", "notes": "DoD description of the DPA Investments Program mission in the award release." }, { "id": "fc-us-exim-stibnite-2026-resilience", "eventId": "evt-us-exim-stibnite-2026", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "improve the resiliency of our supply chains", "quoteEn": "improve the resiliency of our supply chains", "quoteEnSource": "na", "sourceId": "src-exim-mmia", "notes": "Programme-level EXIM framing for the Make More in America Initiative under which the Stibnite loan was approved." }, { "id": "fc-us-dow-arr-antimony-2025-resilience", "eventId": "evt-us-dow-arr-antimony-2025", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "advances North American sourcing of this critical mineral for the defense industrial base", "quoteEn": "advances North American sourcing of this critical mineral for the defense industrial base", "quoteEnSource": "na", "sourceId": "src-dow-arr-antimony-2025", "notes": "Assistant Secretary of War for Industrial Base Policy Mike Cadenazzi in the official award release." }, { "id": "fc-us-dow-usac-antimony-2026-resilience", "eventId": "evt-us-dow-usac-antimony-2026", "actor": "us", "category": [ "national_security", "supply_chain_resilience" ], "quoteOriginal": "Strong domestic mineral supply chains are essential to support our warfighting capability", "quoteEn": "Strong domestic mineral supply chains are essential to support our warfighting capability", "quoteEnSource": "na", "sourceId": "src-dow-usac-antimony-2026", "notes": "Acting Deputy Assistant Secretary of War for Industrial Base Resilience Jeffrey Frankston in the official release." } ], "materials": [ { "id": "antimony", "slug": "antimony", "nameEn": "Antimony", "nameZh": "锑", "grouping": null, "statusSummary": "A defense and flame-retardant material brought under Chinese export controls in September 2024. Designated critical by the US (2025 list) and an EU critical raw material. Antimony is now coded via Announcement No. 46 (the December 2024 US-directed ban, suspended November 2025) and Australia's Critical Minerals Strategic Reserve; the standalone September 2024 antimony export-licensing measure is separately coded as Announcement No. 33 (2024).", "chinaPositionNote": "China is the leading global producer of mined and refined antimony (USGS).", "diversificationNote": "Western supply is thin; projects in Australia and North America aim to add non-China antimony output.", "downstreamIndustries": [ "Ammunition and military ordnance", "Flame retardants", "Lead-acid batteries", "Photovoltaic glass" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-au-cmsr-2026", "evt-cn-us-ban-2024", "evt-cn-antimony-2024", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-au-cmpti-2025", "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-cn-antismuggling-campaign-2025", "evt-ca-trail-strategic-metals-2026", "evt-us-dod-perpetua-dpa-2022", "evt-us-army-perpetua-otia-2023", "evt-us-exim-stibnite-2026", "evt-us-dow-arr-antimony-2025", "evt-us-dow-usac-antimony-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025" ] }, { "id": "cobalt", "slug": "cobalt", "nameEn": "Cobalt", "nameZh": "钴", "grouping": null, "statusSummary": "A battery, aerospace and defense material with acute geographic concentration at both ends of the supply chain. The Democratic Republic of the Congo dominates mined supply and shifted from a 2025 export ban to quotas; China remains the leading refined-cobalt producer. IEA 2026 says the DRC quota has created a projected cobalt supply gap through 2035. SMPT does not yet code the DRC quota as a policy event; this tranche promotes cobalt only where the existing corpus already carries explicit cobalt scope.", "chinaPositionNote": "China remains the world's leading producer of refined cobalt and the leading consumer, primarily for lithium-ion batteries (USGS 2026). IEA 2026 likewise identifies China as the dominant refiner for cobalt while the DRC dominates mining, creating a two-country concentration across upstream and midstream stages.", "diversificationNote": "Existing SMPT records already show allied responses at recycling and processing: Canada funded Cyclic Materials' Kingston demonstration plant to produce a cobalt–nickel mixed hydroxide from recycled material, while Australia's Critical Minerals Production Tax Incentive covers cobalt processing from 2027.", "downstreamIndustries": [ "Lithium-ion battery cathodes", "Aerospace superalloys", "Defense systems", "Industrial catalysts" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-us-proc-11001-2026", "evt-au-cmpti-2025", "evt-ca-cms-2022", "evt-uk-cms-2022", "evt-ca-nrcan-cmrdd-2024", "evt-cn-mofcom-58-2025", "china-rare-earth-suspension-2025-11", "evt-eu-crma-strategic-projects-2025-03", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals-2026", "src-usgs-cobalt-mcs-2026", "src-nrcan-cmrdd-2024", "src-gov-uk-cms-2022", "src-ec-crma", "src-mofcom-58" ] }, { "id": "dysprosium", "slug": "dysprosium", "nameEn": "Dysprosium", "nameZh": "镝", "grouping": "rare earth elements", "statusSummary": "A heavy rare earth named in China's 4 April 2025 controls. Dysprosium raises the coercivity and high-temperature performance of NdFeB magnets, making it critical for traction motors and defense actuators. Designated critical by the US and the EU.", "chinaPositionNote": "Heavy rare earths such as dysprosium are separated almost entirely in China, drawing on ion-adsorption clays in southern China and imported Myanmar feedstock (IEA).", "diversificationNote": "Heavy-rare-earth separation outside China remains nascent; Lynas has begun producing separated heavy rare earths in Malaysia.", "downstreamIndustries": [ "High-performance NdFeB magnets", "EV traction motors", "Defense actuators" ], "eventIds": [ "china-rare-earth-controls-2025-04", "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-jp-jogmec-lynas-2023", "evt-jp-jogmec-lofdal-2026", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2022", "evt-cn-decree-785-2024", "evt-au-cmpti-2025", "evt-us-chips-usar-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-hk-april-2025" ] }, { "id": "gallium", "slug": "gallium", "nameEn": "Gallium", "nameZh": "镓", "grouping": null, "statusSummary": "A semiconductor chokepoint material. China imposed export licensing on gallium in 2023 and restricted exports to the United States in December 2024; gallium is designated critical by the US (2025 list) and the EU. These measures are now coded as Announcement No. 23 (licensing from 1 August 2023) and Announcement No. 46 (the December 2024 US-directed ban, suspended November 2025); gallium is also named in Australia's Critical Minerals Strategic Reserve.", "chinaPositionNote": "China accounts for roughly 98% of global primary low-purity gallium production (USGS).", "diversificationNote": "Recovery from alumina and recycling is being explored in the EU, Japan and North America, but volumes remain small.", "downstreamIndustries": [ "GaAs / GaN semiconductors", "Radar and defense electronics", "LEDs", "Photovoltaics" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-cn-gage-2023", "evt-au-cmsr-2026", "evt-cn-us-ban-2024", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-au-cmpti-2025", "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-cn-antismuggling-campaign-2025", "evt-us-proc-11001-2026", "evt-us-au-framework-2025", "evt-eu-crma-strategic-projects-2025-03", "evt-us-chips-usar-2026", "evt-ca-trail-strategic-metals-2026", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025" ] }, { "id": "germanium", "slug": "germanium", "nameEn": "Germanium", "nameZh": "锗", "grouping": null, "statusSummary": "A semiconductor and optics chokepoint material placed under Chinese export licensing in 2023, with US-directed restrictions in December 2024. Designated critical by the US and the EU. These measures are now coded as Announcement No. 23 (licensing from 1 August 2023) and Announcement No. 46 (the December 2024 US-directed ban, suspended November 2025).", "chinaPositionNote": "China is the leading producer of refined germanium, with a majority of global output (USGS).", "diversificationNote": "Zinc-residue recovery and recycling in Europe and North America provide limited alternative supply.", "downstreamIndustries": [ "Infrared optics", "Fiber optics", "Satellite solar cells", "Semiconductors" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-cn-gage-2023", "evt-cn-us-ban-2024", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-au-cmpti-2025", "evt-uk-cms-2025", "evt-cn-antismuggling-campaign-2025", "evt-us-proc-11001-2026", "evt-eu-crma-strategic-projects-2025-03", "evt-us-dod-5n-germanium-2024", "evt-us-dow-5n-germanium-2025", "evt-ca-trail-strategic-metals-2026", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025" ] }, { "id": "graphite", "slug": "graphite", "nameEn": "Graphite", "nameZh": "石墨", "grouping": null, "statusSummary": "The dominant anode material for lithium-ion batteries. China tightened export controls on certain graphite items in 2023 and the material is designated critical by the US and the EU. The 2023 measures are now coded as Announcement No. 39 (high-sensitivity items on the dual-use control list from 1 December 2023); Announcement No. 46 added stricter US end-use review in December 2024.", "chinaPositionNote": "China produces the majority of natural graphite and nearly all of the world's spherical (battery-grade) graphite (USGS; IEA).", "diversificationNote": "Synthetic graphite and new natural-graphite anode capacity are being developed in North America, Europe and Africa. Canada's G7 CMPA portfolio includes Focus Graphite's electrothermal purification demonstration and Northern Graphite/Rain Carbon Canada's R&D on upcycling mined-graphite leftovers into battery-anode material.", "downstreamIndustries": [ "Lithium-ion battery anodes", "Refractories", "Steelmaking" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-cn-graphite-2023", "china-rare-earth-suspension-2025-11", "evt-cn-us-ban-2024", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-au-cmpti-2025", "evt-ca-cms-2022", "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-ca-nrcan-cmrdd-2024", "evt-us-aam-adcvd-2025", "evt-cn-mofcom-58-2025", "evt-eu-crma-strategic-projects-2025-03", "evt-eu-crma-strategic-projects-2025-06", "evt-eu-resourceeu-2025", "evt-ca-g7-cmpa-2025", "evt-ca-nrcan-pdac-2026", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025", "src-nrcan-g7-cmpa-2025" ] }, { "id": "lithium", "slug": "lithium", "nameEn": "Lithium", "nameZh": "锂", "grouping": null, "statusSummary": "A core battery material and a strategic raw material across major allied policy frameworks. Lithium is on the US 2025 critical-minerals list and the EU Critical Raw Materials Act; Australia’s Critical Minerals Production Tax Incentive covers lithium processing, while Canada and the UK treat lithium as a priority critical mineral. China’s 2025 No. 58 package targeted lithium-ion batteries, cathode materials, manufacturing equipment and technology rather than raw lithium itself; the measure was suspended before taking effect and remains suspended through 10 November 2026.", "chinaPositionNote": "China remains the dominant lithium refiner even as mining is geographically more diversified. IEA 2026 treats China as the top refining country for lithium and highlights that refining and downstream battery-material capacity outside dominant suppliers still lags announced mining growth.", "diversificationNote": "Diversification is expanding across mining, processing, recycling and battery materials: Canada has CMRDD-backed lithium process-technology projects at Saltworks and NORAM plus Telescope Innovations' Li-PICK battery-recycling and lithium-sulphide projects, while the EIB signed a €150 million loan for Finland's integrated Keliber lithium project. Australia forecasts growth in mined and refined lithium output, and the UK's Vision 2035 targets at least 50,000 tonnes of domestic lithium or lithium-carbonate-equivalent production by 2035. In the United States, DOE's approximately $2.23 billion amended ATVM loan for Thacker Pass Phase 1 processing facilities has documented advances and ongoing plant construction; the loan does not fund the site's open-pit mine development. The U.S. DOE closed a $996 million loan guarantee for Ioneer's Rhyolite Ridge on-site lithium processing facilities in January 2025; the first advance and physical construction are not established in the reviewed mid-2026 disclosures.", "downstreamIndustries": [ "Lithium-ion batteries", "Electric vehicles", "Battery energy storage systems", "Portable electronics" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-us-proc-11001-2026", "evt-au-cmpti-2025", "evt-ca-cms-2022", "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-ca-ica-divest-2022", "evt-cn-mofcom-58-2025", "china-rare-earth-suspension-2025-11", "evt-ca-g7-cmpa-2025", "evt-ca-nrcan-pdac-2026", "evt-eu-resourceeu-2025", "evt-ca-nrcan-lithium-processing-2024", "evt-eu-eib-keliber-2024", "evt-eu-crma-strategic-projects-2025-03", "evt-us-doe-thacker-pass-loan-2024", "evt-us-doe-rhyolite-ridge-2025", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals-2026", "src-usgs-lithium-mcs-2026", "src-gov-uk-cms-2025", "src-mofcom-58", "src-au-req-2026-09", "src-nrcan-lithium-processing-2024", "src-canada-grant-noram-cmrdd-2024", "src-eib-keliber-2024", "src-eib-keliber-project-20170804", "src-ec-crma-sp-annex-2025-03", "src-ec-crma-sp-decision-2025-03", "src-nrcan-g7-cmpa-2025", "src-canada-grant-telescope-lipick-2024", "src-nrcan-cmrdd-programme", "src-doe-thacker-pass-2024", "src-doe-thacker-pass-nepa-2024", "src-sec-lac-thacker-loan-agreement-2024", "src-sec-lac-thacker-amendment-2025", "src-sec-lac-thacker-q2-2026", "src-doe-ioneer-rhyolite-2025-close", "src-doe-rhyolite-nepa-0565", "src-sec-ioneer-rhyolite-close-2025", "src-sec-ioneer-rhyolite-20f-2026", "src-sec-ioneer-rhyolite-q2-2026", "src-sec-ioneer-rhyolite-halfyear-2026" ] }, { "id": "neodymium", "slug": "neodymium", "nameEn": "Neodymium", "nameZh": "钕", "grouping": "rare earth elements", "statusSummary": "A light rare earth and the principal magnet element. Neodymium itself was not named in the element-by-element April or October 2025 export-control lists, but its policy exposure is acute: finished NdFeB magnets and the heavy rare earths (dysprosium, terbium) they require are controlled. Designated critical by the US and the EU.", "chinaPositionNote": "China dominates neodymium-praseodymium (NdPr) oxide and metal production and the magnet-making that consumes it (IEA).", "diversificationNote": "MP Materials (US) and Lynas (Australia) are scaling NdPr oxide output; US policy now includes magnet offtake and price support to seed domestic demand.", "downstreamIndustries": [ "NdFeB permanent magnets", "EV motors", "Wind turbines", "Consumer electronics" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-us-dod-mp-2025", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2022", "evt-cn-decree-785-2024", "evt-au-cmpti-2025" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025" ] }, { "id": "nickel", "slug": "nickel", "nameEn": "Nickel", "nameZh": "镍", "grouping": null, "statusSummary": "A battery, stainless-steel and high-performance-alloy material with supply concentration increasingly centered in Indonesia. USGS 2026 estimates Indonesia produced about 2.6 million tonnes of the world's 3.9 million tonnes of mined nickel in 2025, while IEA 2026 identifies Indonesia as the leading nickel refiner and says recent nickel supply growth has become more concentrated there. Nickel is tracked in U.S., EU, Canadian and Australian policy frameworks; SMPT does not create a new Indonesian policy event in this tranche.", "chinaPositionNote": "Nickel differs from lithium and cobalt: IEA 2026 identifies Indonesia, not China, as the top refining country. China still has material exposure through Chinese firms' major positions in Indonesian upstream and midstream capacity, so the concentration is geographically Indonesian with an important China-linked ownership dimension.", "diversificationNote": "Existing SMPT records show diversification responses across processing and recycling: Canada's Kingston Cyclic Materials project produces a cobalt–nickel mixed hydroxide from recycled feed, four EU CRMA Strategic Projects explicitly name battery-grade nickel, Australia's CMPTI covers nickel processing, and Canada's 2025 G7 CMPA round included C$500,000 for an NTwist/Vale/UKRI nickel-production-efficiency project.", "downstreamIndustries": [ "Stainless and alloy steels", "Lithium-ion battery cathodes", "Aerospace and high-performance alloys", "Electroplating and catalysts" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2022", "evt-us-proc-11001-2026", "evt-au-cmpti-2025", "evt-ca-cms-2022", "evt-ca-nrcan-cmrdd-2024", "evt-cn-mofcom-58-2025", "china-rare-earth-suspension-2025-11", "evt-eu-crma-strategic-projects-2025-03", "evt-ca-g7-cmpa-2025", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals-2026", "src-usgs-nickel-mcs-2026", "src-nrcan-cms-2022", "src-nrcan-cmrdd-2024", "src-nrcan-g7-cmpa-2025", "src-ec-crma", "src-mofcom-58" ] }, { "id": "praseodymium", "slug": "praseodymium", "nameEn": "Praseodymium", "nameZh": "镨", "grouping": "rare earth elements", "statusSummary": "A light rare earth usually produced and sold with neodymium as NdPr. Like neodymium, it was not named individually in the 2025 element lists, but is exposed through magnet controls. Designated critical by the US and the EU.", "chinaPositionNote": "Praseodymium is co-produced with neodymium in a supply chain China dominates from oxide through to finished magnet (IEA).", "diversificationNote": "Tied to the same NdPr diversification efforts (MP Materials, Lynas) as neodymium.", "downstreamIndustries": [ "NdFeB permanent magnets", "EV motors", "Aircraft engines" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-us-dod-mp-2025", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2022", "evt-cn-decree-785-2024", "evt-au-cmpti-2025", "evt-us-proc-11001-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025" ] }, { "id": "rare-earth-elements", "slug": "rare-earth-elements", "nameEn": "Rare earth elements (grouped)", "nameZh": "稀土元素", "grouping": "rare earth elements", "statusSummary": "The spine of the contest. China's April 2025 controls cover seven medium and heavy rare earths (samarium, gadolinium, terbium, dysprosium, lutetium, scandium, yttrium); the October 2025 expansion added five more (holmium, erbium, thulium, europium, ytterbium) plus extraterritorial reach, before the October measures were suspended in November 2025. Rare earths are designated critical by the US (2025 list) and the EU (CRMA).", "chinaPositionNote": "China mines roughly 60–70% of global rare earths and processes about 90%, with near-total dominance of heavy-rare-earth separation (IEA; USGS).", "diversificationNote": "Allied capacity is concentrating downstream: Lynas (Australia/Malaysia), MP Materials (US, Mountain Pass) and Iluka's Eneabba refinery (Australia) are the principal non-China separation projects.", "downstreamIndustries": [ "Permanent magnets", "Defense systems", "EV drivetrains", "Wind turbines", "Electronics" ], "eventIds": [ "china-rare-earth-controls-2025-04", "china-rare-earth-expansion-2025-10", "china-rare-earth-suspension-2025-11", "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-us-dod-mp-2025", "evt-au-cmsr-2026", "evt-jp-jogmec-lynas-2023", "evt-jp-jogmec-lofdal-2026", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-cn-decree-785-2024", "evt-au-cmpti-2025", "evt-ca-cms-2022", "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-ca-nrcan-cmrdd-2024", "evt-cn-antismuggling-campaign-2025", "evt-us-proc-11001-2026", "evt-us-au-framework-2025", "evt-us-osc-vulcan-reelement-2025", "evt-cn-mofcom-56-2025", "evt-cn-mofcom-57-2025", "evt-cn-mofcom-62-2025", "evt-eu-crma-strategic-projects-2025-03", "evt-eu-crma-strategic-projects-2025-06", "evt-eu-resourceeu-2025", "evt-jp-espa-shin-etsu-rare-earth-2026", "evt-jp-espa-santoku-rare-earth-2026", "evt-ca-g7-cmpa-2025", "evt-ca-nrcan-pdac-2026", "evt-us-chips-usar-2026", "evt-ca-cgf-cyclic-2026", "evt-ca-feddev-cyclic-2025", "evt-ca-g7-cmpa-2026", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals", "src-cset-mofcom-61", "src-usgs-news-2025" ] }, { "id": "ndfeb-magnets", "slug": "ndfeb-magnets", "nameEn": "Rare-earth permanent magnets (NdFeB)", "nameZh": "钕铁硼永磁体", "grouping": "super-hard and magnetic materials", "statusSummary": "The finished product where rare-earth dependence concentrates. NdFeB magnets containing controlled elements are captured by China's April and October 2025 measures; the October measures were suspended in November 2025. Magnets are the focus of US offtake and price-support policy and EU resilience benchmarks.", "chinaPositionNote": "China manufactures roughly 90% of the world's rare-earth permanent magnets (IEA).", "diversificationNote": "MP Materials (US), e-VAC / Vacuumschmelze, and projects in Japan and Europe are rebuilding magnet-making capacity outside China.", "downstreamIndustries": [ "EV traction motors", "Wind turbines", "Defense systems", "Robotics", "Consumer electronics" ], "eventIds": [ "china-rare-earth-controls-2025-04", "china-rare-earth-expansion-2025-10", "china-rare-earth-suspension-2025-11", "eu-critical-raw-materials-act", "evt-us-dod-mp-2025", "evt-jp-jogmec-lofdal-2026", "evt-us-eo-14272-2025", "evt-us-proc-11001-2026", "evt-us-osc-vulcan-reelement-2025", "evt-cn-mofcom-56-2025", "evt-cn-mofcom-62-2025", "evt-eu-resourceeu-2025", "evt-us-chips-usar-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-cset-mofcom-61" ] }, { "id": "terbium", "slug": "terbium", "nameEn": "Terbium", "nameZh": "铽", "grouping": "rare earth elements", "statusSummary": "A heavy rare earth named in China's 4 April 2025 controls. Terbium, like dysprosium, is added to NdFeB magnets to sustain performance at high temperatures and is used in phosphors. Designated critical by the US and the EU.", "chinaPositionNote": "Terbium supply depends on heavy-rare-earth separation capacity that is overwhelmingly located in China (IEA).", "diversificationNote": "Allied heavy-rare-earth separation is limited; terbium is among the materials Lynas aims to supply outside China.", "downstreamIndustries": [ "High-performance NdFeB magnets", "Phosphors", "Defense electronics" ], "eventIds": [ "china-rare-earth-controls-2025-04", "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-jp-jogmec-lynas-2023", "evt-jp-jogmec-lofdal-2026", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2022", "evt-cn-decree-785-2024", "evt-au-cmpti-2025", "evt-us-proc-11001-2026", "evt-us-chips-usar-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-hk-april-2025" ] }, { "id": "tungsten", "slug": "tungsten", "nameEn": "Tungsten", "nameZh": "钨", "grouping": null, "statusSummary": "A hard-metal and defense material. China added tungsten and related items to its export-control list in February 2025; tungsten is designated critical by the US and the EU. The February 2025 measure is now coded as Announcement No. 10 (4 February 2025), which added tungsten alongside tellurium, bismuth, molybdenum and indium to the dual-use export control list.", "chinaPositionNote": "China accounts for roughly 80% of global tungsten supply (USGS).", "diversificationNote": "Tungsten projects and recycling in North America, Europe and Australia are being advanced to reduce dependence.", "downstreamIndustries": [ "Cemented-carbide tooling", "Armor-piercing munitions", "Aerospace alloys" ], "eventIds": [ "us-critical-minerals-list-2025", "eu-critical-raw-materials-act", "evt-cn-tungsten-2025", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-au-cmpti-2025", "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-cn-antismuggling-campaign-2025", "evt-uk-nwf-tungsten-west-2026", "evt-eu-crma-strategic-projects-2025-03", "evt-eu-crma-strategic-projects-2025-06", "evt-jp-espa-almt-tungsten-2026", "evt-jp-espa-japan-new-metals-tungsten-2026", "evt-ca-nrcan-pdac-2026", "evt-eu-crma-strategic-projects-2026-10" ], "sourceIds": [ "src-iea-critical-minerals", "src-usgs-news-2025" ] } ], "jurisdictions": [ { "id": "china", "code": "CN", "name": "China", "roles": [ "producer", "processor", "controller" ], "supplyChainPosition": "The dominant incumbent. China mines roughly 60–70% of the world's rare earths and processes about 90%, and is the leading refiner for 19 of 20 strategic minerals tracked by the IEA. Its principal policy instrument is export licensing and control administered through MOFCOM and customs (GACC), increasingly with extraterritorial reach.", "keyBodies": [ "MOFCOM", "GACC (General Administration of Customs)", "State Council", "MIIT", "NDRC" ], "framingPosture": "Frames controls as national-security and non-proliferation measures consistent with international practice and dual-use obligations. Official text avoids the language of retaliation even when measures track external trade actions.", "eventIds": [ "china-rare-earth-controls-2025-04", "china-rare-earth-expansion-2025-10", "china-rare-earth-suspension-2025-11", "evt-cn-gage-2023", "evt-cn-graphite-2023", "evt-cn-us-ban-2024", "evt-cn-tungsten-2025", "evt-cn-antimony-2024", "evt-cn-ecl-2020", "evt-cn-decree-792-2024", "evt-cn-decree-785-2024", "evt-cn-antismuggling-campaign-2025", "evt-cn-mofcom-56-2025", "evt-cn-mofcom-57-2025", "evt-cn-mofcom-58-2025", "evt-cn-mofcom-62-2025" ], "sourceIds": [ "src-iea-critical-minerals", "src-cset-mofcom-61", "src-globaltimes-61" ] }, { "id": "us", "code": "US", "name": "United States", "roles": [ "import_dependent", "funder", "stockpiler", "regulator", "producer" ], "supplyChainPosition": "Heavily import-dependent for separated rare earths and finished magnets, and rebuilding a domestic mine-to-magnet chain. Instruments span USGS critical-mineral designation, BIS export controls, DOE and Defense (DPA Title III) funding, and offtake / price-support arrangements.", "keyBodies": [ "USGS / Department of the Interior", "BIS", "DOE", "Department of State", "Department of Defense (DPA Title III)" ], "framingPosture": "Frames policy as economic security, defense-industrial resilience, and reducing dependence on a single foreign supplier.", "eventIds": [ "us-critical-minerals-list-2025", "evt-us-dod-mp-2025", "evt-us-eo-14241-2025", "evt-us-eo-14272-2025", "evt-us-cm-list-2018", "evt-us-eo-13953-2020", "evt-us-cm-list-2022", "evt-us-proc-11001-2026", "evt-us-osc-vulcan-reelement-2025", "evt-us-aam-adcvd-2025", "evt-us-chips-usar-2026", "evt-us-dod-5n-germanium-2024", "evt-us-dow-5n-germanium-2025", "evt-us-dod-perpetua-dpa-2022", "evt-us-army-perpetua-otia-2023", "evt-us-exim-stibnite-2026", "evt-us-dow-arr-antimony-2025", "evt-us-dow-usac-antimony-2026", "evt-us-doe-thacker-pass-loan-2024", "evt-us-doe-rhyolite-ridge-2025" ], "sourceIds": [ "src-doi-press-2025", "src-usgs-news-2025", "src-fedreg-usgs-2025", "src-fedreg-eo-14241", "src-fedreg-eo-14272", "src-fedreg-cm-list-2018", "src-fedreg-eo-13953", "src-fedreg-cm-list-2022" ] }, { "id": "eu", "code": "EU", "name": "European Union", "roles": [ "import_dependent", "regulator", "funder" ], "supplyChainPosition": "Import-dependent and pursuing de-risking rather than decoupling. The Critical Raw Materials Act sets 2030 benchmarks — 10% domestic extraction, 40% processing, 25% recycling of annual consumption, and no more than 65% of any strategic raw material from a single third country — backed by Strategic Project designations and faster permitting.", "keyBodies": [ "European Commission (DG GROW)" ], "framingPosture": "Frames policy as supply-chain resilience, de-risking, and open strategic autonomy.", "eventIds": [ "eu-critical-raw-materials-act", "evt-eu-crma-strategic-projects-2025-03", "evt-eu-crma-strategic-projects-2025-06", "evt-eu-crma-strategic-projects-2026-10", "evt-eu-eib-keliber-2024", "evt-eu-resourceeu-2025" ], "sourceIds": [ "src-ec-crma", "src-eurlex-crma" ] }, { "id": "australia", "code": "AU", "name": "Australia", "roles": [ "producer", "processor" ], "supplyChainPosition": "A resource producer building allied processing capacity: Lynas operates Mt Weld and separation at Kalgoorlie and in Malaysia, and Iluka is constructing the Eneabba refinery with government backing. Positioned as a non-China supplier of separated rare earths.", "keyBodies": [ "Department of Industry, Science and Resources (DISR) / Critical Minerals Office" ], "framingPosture": "Frames policy as allied supply security and an industrial opportunity in downstream processing.", "eventIds": [ "evt-au-cmsr-2026", "evt-au-cmpti-2025", "evt-us-au-framework-2025" ], "sourceIds": [ "src-iea-critical-minerals", "src-legislation-au-cmpti-2025" ] }, { "id": "japan", "code": "JP", "name": "Japan", "roles": [ "import_dependent", "stockpiler", "funder" ], "supplyChainPosition": "An early mover on diversification following the 2010 rare-earth shock. Supports stockpiling and offtake through JOGMEC (including long-standing investment in Lynas) to reduce single-source dependence.", "keyBodies": [ "METI / JOGMEC" ], "framingPosture": "Frames policy as economic security and supply diversification.", "eventIds": [ "evt-jp-jogmec-lynas-2023", "evt-jp-jogmec-lofdal-2026", "evt-jp-espa-2022", "evt-jp-espa-almt-tungsten-2026", "evt-jp-espa-shin-etsu-rare-earth-2026", "evt-jp-espa-santoku-rare-earth-2026", "evt-jp-espa-japan-new-metals-tungsten-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-jogmec-lofdal-ja", "src-jogmec-lofdal-en", "src-egov-jp-espa-2022" ] }, { "id": "canada", "code": "CA", "name": "Canada", "roles": [ "producer", "regulator" ], "supplyChainPosition": "A resource producer aligning with allied supply chains under its Critical Minerals Strategy, and tightening inbound investment screening on strategic-mineral assets.", "keyBodies": [ "Natural Resources Canada (NRCan)" ], "framingPosture": "Frames policy as allied coordination, economic security, and responsible resource development.", "eventIds": [ "evt-ca-cgf-cyclic-2026", "evt-ca-cms-2022", "evt-ca-feddev-cyclic-2025", "evt-ca-g7-cmpa-2025", "evt-ca-g7-cmpa-2026", "evt-ca-ica-divest-2022", "evt-ca-nrcan-cmrdd-2024", "evt-ca-nrcan-lithium-processing-2024", "evt-ca-nrcan-pdac-2026", "evt-ca-trail-strategic-metals-2026" ], "sourceIds": [ "src-iea-critical-minerals", "src-nrcan-cms-2022" ] }, { "id": "uk", "code": "GB", "name": "United Kingdom", "roles": [ "import_dependent", "regulator", "funder" ], "supplyChainPosition": "Import-dependent across the critical-minerals set, with policy built on an explicit British Geological Survey criticality assessment and, since 2025, a stated bet on midstream processing and recycling rather than extraction. The 2025 strategy sets quantified 2035 targets: 10% of aggregate annual industrial demand met domestically, 20% through recycling, and no more than 60% of demand for any one critical mineral imported from any single country.", "keyBodies": [ "Department for Business and Trade (DBT)", "British Geological Survey (BGS)", "Critical Minerals Intelligence Centre" ], "framingPosture": "Frames policy as supply-chain resilience and industrial competitiveness. States production-concentration facts, including China's share of global output, as findings of the BGS criticality assessment rather than as political characterisation, and expresses its diversification target as a single-country import ceiling without naming a supplier.", "eventIds": [ "evt-uk-cms-2022", "evt-uk-cms-2025", "evt-uk-nwf-tungsten-west-2026" ], "sourceIds": [ "src-gov-uk-cms-2022", "src-gov-uk-cms-2025" ] }, { "id": "india", "code": "IN", "name": "India", "roles": [ "import_dependent", "funder", "stockpiler", "producer" ], "supplyChainPosition": "Import-dependent for most processed critical minerals and building a state-led programme across the value chain. Instruments combine exploration funding, a fast-track approval route for critical-mineral mining projects, overseas asset acquisition through public-sector undertakings, customs-duty removal on most critical minerals, and a planned domestic stockpile.", "keyBodies": [ "Ministry of Mines", "Geological Survey of India (GSI)", "KABIL (Khanij Bidesh India Ltd)" ], "framingPosture": "Frames policy as self-reliance (Atmanirbhar Bharat) and value-chain resilience, citing the role of critical minerals in high-tech industries, clean energy and defence. Published framing to date names no foreign state.", "eventIds": [ "evt-in-ncmm-2025" ], "sourceIds": [ "src-pib-ncmm-2025" ] } ], "sources": [ { "id": "src-fedreg-cm-list-2022", "title": "2022 Final List of Critical Minerals", "publisher": "U.S. Geological Survey, Department of the Interior / Federal Register", "url": "https://www.federalregister.gov/documents/2022/02/24/2022-04027/2022-final-list-of-critical-minerals", "language": "en", "datePublished": "2022-02-24", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register notice, 87 FR 10381 (FR Doc. 2022-04027). Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2022/02/24/2022-04027.txt). Source of the verbatim 50-mineral list, the SUMMARY framing anchor, and the statement that the list is made under section 7002 of the Energy Act of 2020 (Pub. L. 116-260) and revises the 2018 list at 83 FR 23295." }, { "id": "src-5n-mda-q2-2024", "title": "5N Plus Inc. Management's Discussion and Analysis, quarter ended June 30, 2024", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/media/uploads/documents/b2024-08-05_mda_q2_2024.pdf", "language": "en", "datePublished": "2024-08-05", "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Recipient securities disclosure. Page 4 repeats the US$14.4M DoD grant, 'subject to certain conditions and the achievement of pre-set milestones over a four-year term', in support of the St. George germanium-substrates production facility. It does not state a payment, receivable or execution date." }, { "id": "src-5n-mda-q1-2024", "title": "5N Plus Inc. Management's Discussion and Analysis, quarter ended March 31, 2024", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/media/uploads/documents/b2024-05-06_mda_q1_2024.pdf", "language": "en", "datePublished": "2024-05-06", "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Recipient securities disclosure. Page 4 describes a US$14.4M DoD grant 'subject to certain conditions and the achievement of pre-set milestones over a four-year term', supporting the St. George germanium-substrate production facility. It does not state a payment, receivable or execution date." }, { "id": "src-5n-mda-q4-2025", "title": "5N Plus Inc. Management's Discussion and Analysis, year ended December 31, 2025", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/media/uploads/documents/b2026-02-24_mda_q4_2025.pdf", "language": "en", "datePublished": "2026-02-24", "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Recipient securities disclosure. Page 4 says that in early 2026 the Company announced it 'has been awarded' a US$18.1M grant by the U.S. Government to expand germanium recycling and refining capacity. It does not name St. George, state an execution date, state conditions or disclose any payment." }, { "id": "src-5n-sustainability-2025", "title": "5N+ 2025 Sustainability Report", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/media/uploads/documents/b5n_sustainability_report_2025.pdf", "language": "en", "datePublished": null, "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Recipient publication, not a securities filing. The report states no publication date; the PDF's creation date is 27 April 2026 and the server's last-modified date is 28 April 2026, which are file metadata and not recorded as the publication date. Page 42 says 5N+ announced a 'planned expansion' of germanium recovery and recycling 'supported by a significant financial award from the U.S. government', to increase recovery at its St. George facility 'over the next four years'. The wording is future-tense and states no execution, payment or physical stage. It dates the announcement to 2025 (the Department and the company's release date it to January 2026) and attaches space-qualified solar-cell capacity to the award, which is the subject of the 2024 award." }, { "id": "src-5n-germanium-2024", "title": "5N+ Awarded US$14.4 Million by U.S. Department of Defense", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/media/uploads/news/2024-04/b2024-04-18_dod_award_kYnCTid.pdf", "language": "en", "datePublished": "2024-04-18", "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Company release confirming a US$14.4M DoD DPAI award, described as 'based on meeting certain conditions' over four years, for upgrading and increasing manufacturing capabilities at the St. George facility. It does not use the phrase 'pre-set milestones' (that wording is in 5N+'s Q1 and Q2 2024 MD&As) and does not mention sourcing, recovery or refining." }, { "id": "src-5n-germanium-2026", "title": "5N+ Awarded US$18.1 Million by U.S. Government to Significantly Increase Germanium Production Capacity in St. George, Utah", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/en/news/5n-awarded-us181-million/", "language": "en", "datePublished": "2026-01-30", "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Company release describing the US$18.1M grant to expand germanium recycling and refining over 48 months, with a target of up to 20 metric tons of high-purity germanium per year." }, { "id": "src-5n-st-george-expansion-2026", "title": "5N+ to Expand St. George, Utah Production Facility by 50% to Support Future Growth", "publisher": "5N Plus Inc.", "url": "https://www.5nplus.com/en/news/5n-to-expand-st-george-utah-production-facility-by/", "language": "en", "datePublished": "2026-09-22", "dateAccessed": "2026-10-04", "sourceType": "other", "confidence": "primary", "notes": "Company update announcing a roughly 50% St. George facility expansion, with construction expected to begin in Q3 2026 and finish in the second half of 2027. It says the expansion follows two recent U.S. government awards supporting St. George capabilities. It states the expansion 'will be funded within the Company's existing capital expenditure plans and support from customers' and says it 'follows' the two awards; it does not say either award funds the expansion, so it is not physical-stage evidence for either funded scope." }, { "id": "src-abr-abn-96621530185", "title": "ABN Lookup: current details for ABN 96 621 530 185 (Pure Battery Technologies Limited)", "publisher": "Australian Business Register (Australian Taxation Office)", "url": "https://abr.business.gov.au/ABN/View?abn=96621530185", "language": "en", "datePublished": null, "dateAccessed": "2026-11-03", "sourceType": "official", "confidence": "primary", "notes": "Live register entry, read 2026-11-03 (the page stamps \"Record extracted: 04 Nov 2026\", Australian time; \"ABN last updated: 04 Mar 2025\"). Entity name PURE BATTERY TECHNOLOGIES LIMITED; Australian Public Company; ABN active from 15 Sep 2017; ACN 621 530 185. Supports the name, kind and country of org-pure-battery-technologies only." }, { "id": "src-fedreg-itc-aam-final-2026", "title": "Active Anode Material from China; Determinations (Investigation Nos. 701-TA-752 and 731-TA-1730 (Final))", "publisher": "Federal Register (United States International Trade Commission)", "url": "https://www.federalregister.gov/documents/2026/04/03/2026-06488/active-anode-material-from-china-determinations", "language": "en", "datePublished": "2026-04-03", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "FR Doc. 2026-06488, 91 FR 16968. Read in full via the Federal Register full-text endpoint on 2026-09-23. The Commission determined, on 31 March 2026, that the establishment of a US industry is not materially retarded by reason of the imports Commerce found subsidized and sold at less than fair value (Commissioner Kearns dissenting). Commerce's final affirmative determinations are cited in the notice's background but were not separately read for this record." }, { "id": "src-fedreg-aam-cvd-initiation-2025", "title": "Active Anode Material From the People's Republic of China: Initiation of Countervailing Duty Investigation", "publisher": "Federal Register (International Trade Administration, Department of Commerce)", "url": "https://www.federalregister.gov/documents/2025/01/15/2025-00657/active-anode-material-from-the-peoples-republic-of-china-initiation-of-countervailing-duty-investigation", "language": "en", "datePublished": "2025-01-15", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "FR Doc. 2025-00657, applicable 7 January 2025. Read via the Federal Register full-text endpoint on 2026-09-23. Same scope appendix and HTSUS subheadings as the less-than-fair-value investigation." }, { "id": "src-fedreg-aam-ad-initiation-2025", "title": "Active Anode Material From the People's Republic of China: Initiation of Less-Than-Fair-Value Investigation", "publisher": "Federal Register (International Trade Administration, Department of Commerce)", "url": "https://www.federalregister.gov/documents/2025/01/15/2025-00656/active-anode-material-from-the-peoples-republic-of-china-initiation-of-less-than-fair-value-investigation", "language": "en", "datePublished": "2025-01-15", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "FR Doc. 2025-00656, applicable 7 January 2025. Read via the Federal Register full-text endpoint on 2026-09-23. Source of the petition date (18 December 2024), the scope appendix (anode-grade graphite of at least 90 percent carbon, synthetic, natural or blended) and the HTSUS subheadings, which the notice says are \"provided for convenience and customs purposes only\"." }, { "id": "src-ec-crma-sp-annex-2025-03", "title": "Annex to Commission Decision C(2025) 1904 final: list of Strategic Projects", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/e9c90c91-7492-4047-bc51-d0c9d5e89a2f_en?filename=C_2025_1904_1_EN_annexe_acte_autonome_part1_v2.pdf", "language": "en", "datePublished": "2025-03-25", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The list of 47 Strategic Projects in the EU, read in full 2026-09-23. Each entry names the project, whether it is an extraction, processing, recycling, substitution or integrated project, the country, the promoter and the strategic raw materials it contributes to. Only projects naming a tracked material are recorded as designations." }, { "id": "src-ec-crma-sp-annex-2025-06", "title": "Annex to Commission Decision C(2025) 3491 final: list of Strategic Projects in third countries and overseas countries or territories", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/60c576a5-435e-43e6-83de-c81f3652259b_en?filename=C_2025_3491_1_EN_annexe_acte_autonome_part1_v3.pdf", "language": "en", "datePublished": "2025-06-04", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The list of 13 Strategic Projects outside the EU, read in full 2026-09-23. Only projects naming a tracked material are recorded as designations." }, { "id": "src-ec-crma-sp-annex-2026-10", "title": "Annex to Commission Decision C(2026) 8051 final: list of Strategic Projects", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/efabd887-9c12-4a3d-910e-8433c0f63a81_en?filename=C_2026_8051_F1_ANNEX_EN_V3_P1_5091583.PDF", "language": "en", "datePublished": null, "dateAccessed": "2026-11-03", "sourceType": "official", "confidence": "primary", "notes": "The list of 46 Strategic Projects in the EU, read in full 2026-11-03 (file sha256 2d927a5fbbb05dddcec4eaf4dae80180a3d9a0d0e901801cc794d04bda140ce3). Each entry gives the project name, type, country, promoter and materials. Only projects naming a tracked material are recorded as designations. The document states it was adopted on 9 October 2026; when this PDF was first posted online is not established, so datePublished is left unknown. The Decision was later published in the Official Journal as Commission Decision (EU) 2026/2349 (OJ L, 22.10.2026); notification and effective dates are not established." }, { "id": "src-iea-gage-2023", "title": "Announcement on the Implementation of Export Control of Items Related to Gallium and Germanium", "publisher": "International Energy Agency (IEA)", "url": "https://www.iea.org/policies/17893-announcement-on-the-implementation-of-export-control-of-items-related-to-gallium-and-germanium", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "dataset", "confidence": "secondary", "notes": "IEA policy database summary of MOFCOM/GACC Announcement No. 23 (2023)." }, { "id": "src-iea-graphite-2023", "title": "Announcement on the Optimisation and Adjustment of Temporary Export Control Measures for Graphite Items", "publisher": "International Energy Agency (IEA)", "url": "https://www.iea.org/policies/17933-announcement-on-the-optimisation-and-adjustment-of-temporary-export-control-measures-for-graphite-items", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "dataset", "confidence": "secondary", "notes": "IEA policy database summary of MOFCOM/GACC Announcement No. 39 (2023) on graphite." }, { "id": "src-neo-aif-2026", "title": "Annual Information Form for the year ended December 31, 2025", "publisher": "Neo Performance Materials Inc.", "url": "https://www.neomaterials.com/wp-content/uploads/2026/03/NPM-AIF-2026.pdf", "language": "en", "datePublished": "2026-03-19", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Neo reports that the JTF grant terms reflect a 23% grant rate and an amount of approximately €14.8 million, and that it had received an aggregate US$8.4 million from the grant as of 31 December 2025." }, { "id": "src-arafura-nolans-efa-subscription-2026", "title": "Arafura Executes Binding Cornerstone Equity Agreements", "publisher": "Arafura Rare Earths Limited / Australian Securities Exchange", "url": "https://wcsecure.weblink.com.au/pdf/ARU/03074414.pdf", "language": "en", "datePublished": "2026-04-01", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Arafura's ASX announcement states that it executed a binding Subscription Agreement and Investor Rights Deed with Export Finance Australia for US$100 million of equity. Completion remained subject to conditions precedent, including shareholder approval, key debt documentation and construction approvals; the sunset date stated was 1 December 2026." }, { "id": "src-alcoa-wagerup-groundbreaking-2026", "title": "Australia, Japan, the United States and Alcoa Break Ground on Gallium Project in Western Australia", "publisher": "Alcoa Corporation", "url": "https://news.alcoa.com/press-releases/press-release-details/2026/Australia-Japan-the-United-States-and-Alcoa-Break-Ground-on-Gallium-Project-in-Western-Australia/default.aspx", "language": "en", "datePublished": "2026-08-24", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Alcoa's first-party release states that the 24 August 2026 groundbreaking marked the start of construction of the gallium production facility at the Wagerup alumina refinery." }, { "id": "src-usaspending-fa86502425501", "title": "Award Summary: FA86502425501 (Cooperative Agreement), 5N PLUS SEMICONDUCTORS LLC", "publisher": "USAspending.gov (U.S. Department of the Treasury), reporting Department of Defense award data", "url": "https://www.usaspending.gov/award/ASST_NON_FA86502425501_097/", "language": "en", "datePublished": null, "dateAccessed": "2026-10-04", "sourceType": "dataset", "confidence": "primary", "notes": "Federal award record (read through the USAspending API, award, transactions and funding endpoints). Records DPA Title III cooperative agreement FA86502425501, awarded by the Department of the Air Force (AFRL) with Immediate Office of the Secretary of Defense funding, to 5N PLUS SEMICONDUCTORS LLC (Saint George, Utah address), new award dated 2024-04-11, 'modification to definitize the agreement' PZ0001 dated 2025-05-20, later non-financial modifications through 2026-03-26. Reported federal obligation $12,458,128 plus non-federal funding $2,505,981; place of performance is shown as multi-state. The record's description matches DoD's April 2024 release title, and the recipient's earlier DPA Title III awards FA86501225503 (2012) and FA86502025525 (2020) are separate records. The award summary reports $0 account outlay, while the funding endpoint lists three gross-outlay lines defined as fiscal-year-beginning-to-period-end: $998,701.28 (FY2024 period 9, ending June 2024), $1,032,342.24 (FY2025 period 9, June 2025) and $399,308.73 (FY2026 period 6, March 2026), the last two paired with equal negative obligations. The summary's $0 reflects USAspending counting only each fiscal year's latest closed DoD submission (consistent with the behavior observed through the API and with the published code at commit 7c86854, which was not verified against the deployed implementation), not an absence of outlay lines. The lines are cumulative within a fiscal year and are not totalled; they are federal-reported account data with no payee or payment date and support a partially_disbursed entry on federal-reporting attribution only." }, { "id": "src-nrcan-g7-cmpa-2025", "title": "Backgrounder: Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2025/10/backgrounder-canada-unlocks-25-new-investments-and-partnerships-with-9-allied-countries-to-secure-critical-minerals-supply-chains.html", "language": "en", "datePublished": "2025-10-31", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "NRCan backgrounder on the first round of projects under the G7 Critical Minerals Production Alliance, announced on 31 October 2025 at the G7 Energy and Environment Ministers' Meeting in Toronto. Read in full in a browser on 2026-09-23 (canada.ca times out for automated clients). Figures without a currency are Canadian dollars, read from the issuing government; figures in US dollars are printed as US$." }, { "id": "src-nrcan-pdac-2026", "title": "Backgrounder: Government of Canada invests to unlock Canada’s critical minerals advantage", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2026/03/backgrounder-government-of-canada-invests-to-unlock-canadas-critical-minerals-advantage.html", "language": "en", "datePublished": "2026-03-03", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "NRCan backgrounder listing each of the 22 projects announced on 3 March 2026 at PDAC (up to $165.2 million across five programmes), with recipient, location, funding amount and description. Read in full in a browser on 2026-09-23. Only projects naming a tracked material are recorded; the $165.2 million total is not, because most of it funds untracked minerals." }, { "id": "src-nrcan-regolith-eip-2025", "title": "Battery-Grade Graphite: A Canadian Low-GHG Solution from Regolith Resources", "publisher": "Natural Resources Canada", "url": "https://natural-resources.canada.ca/funding-partnerships/energy-innovation-program/battery-grade-graphite-canadian-low-ghg-solution-regolith-resources", "language": "en", "datePublished": null, "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Full current NRCan Energy Innovation Program project profile read on 3 October 2026. It lists Status Active, Year 2025, Agreement Value C$4,750,000, Project Total C$12,262,850, locations BC and ON, Weaver Energy Corp. as partner and Green Graphite Technologies Inc. as lead proponent. It describes the vertically integrated low-GHG graphite-processing demonstration and expected engineering/commercialization results. It does not state agreement execution, payment, construction or commissioning dates." }, { "id": "src-borme-c-2025-4584", "title": "BORME-C-2025-4584: ABENOJAR TUNGSTEN, S.L. (transformación de empresas)", "publisher": "Agencia Estatal Boletín Oficial del Estado (Boletín Oficial del Registro Mercantil)", "url": "https://www.boe.es/diario_borme/txt.php?id=BORME-C-2025-4584", "language": "other", "datePublished": "2025-08-01", "dateAccessed": "2026-11-03", "sourceType": "official", "confidence": "primary", "notes": "Spanish. BORME núm. 145 of 1 August 2025, p. 5696, section two, company transformations. Read in full 2026-11-03. Announces the unanimous decision of 30 July 2025 to transform Abenojar Tungsten, S.L. into a sociedad anónima, \"conservando su personalidad jurídica\", under the name \"Abenojar Tungsten, S.A.\". Supports the identity of org-abenojar-tungsten only." }, { "id": "src-pib-ncmm-2025", "title": "Cabinet Approves 'National Critical Mineral Mission' to build a resilient Value Chain for critical mineral resources vital to Green Technologies, with an outlay of Rs.34,300 crore over seven years", "publisher": "Press Information Bureau, Ministry of Mines, Government of India", "url": "https://www.pib.gov.in/PressReleaseIframePage.aspx?PRID=2097309", "language": "en", "datePublished": "2025-01-29", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "The Government of India's own release on the Union Cabinet's approval, timestamped \"29 JAN 2025 3:13PM by PIB Delhi\". Read in full 2026-08-12. Note the headline and the body state the outlay differently: the headline says Rs.34,300 crore, while the body says \"an expenditure of Rs.16,300 crore and expected investment of Rs.18,000 crore by PSUs, etc.\" The event codes the body figures, which are the ones the release actually attributes. Caveat: the release does not enumerate India's critical-minerals list, so no material scope is coded from it." }, { "id": "src-nrcan-trail-strategic-metals-2026", "title": "Canada announces first agreement under new Canada Critical Minerals Accelerator", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2026/07/canada-announces-first-agreement-under-new-canada-critical-minerals-accelerator.html", "language": "en", "datePublished": "2026-07-07", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Official announcement of the Strategic Investment Agreement among the Canada Critical Minerals Accelerator, Canada Growth Fund and Teck. Describes a commercial framework for up to C$400M in equity-like investment, possible government offtake rights, and germanium/antimony/gallium capacity expansion at Trail." }, { "id": "src-cgf-cyclic-2026", "title": "Canada Growth Fund Invests US$25 Million in Cyclic Materials to Strengthen Canada’s Rare Earth Supply Chain", "publisher": "Canada Growth Fund", "url": "https://www.cgf-fcc.ca/en/news/canada-growth-fund-invests-us-25-million-in-cyclic-materials-to-strengthen-canadas-rare-earth-supply-chain/", "language": "en", "datePublished": "2026-01-23", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Canada Growth Fund press release. The page is dated 23 January 2026 and carries a Kingston dateline of 20 January 2026. It states that CGF invested US$25 million in Cyclic Materials as part of a US$75 million Series C preferred-equity round, supporting expansion of the Kingston Centre of Excellence, Canadian R&D, the first commercial Hub and broader commercialization. It also states that Cyclic was then constructing its first commercial-scale Hub in Kingston." }, { "id": "src-gowling-ca-divest", "title": "Canada restricts future investments in critical minerals by state-owned enterprises", "publisher": "Gowling WLG", "url": "https://gowlingwlg.com/en/insights-resources/articles/2022/canada-restricts-future-investments", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "news", "confidence": "secondary", "notes": "Law-firm analysis of the SOE policy and the divestiture orders." }, { "id": "src-nrcan-cmpa-2026-round2", "title": "Canada secures 30 new critical minerals partnerships and unlocks $12.1 billion in mining project capital", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2026/03/canada-secures-30-new-critical-minerals-partnerships-and-unlocks-121-billion-in-mining-project-capital.html", "language": "en", "datePublished": "2026-03-02", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "NRCan backgrounder for the second round of Critical Minerals Production Alliance partnerships. For Cyclic Materials, it states that the Kingston rare-earths recycling Centre of Excellence had a conditionally approved investment of up to C$9.1 million through the Global Partnerships Initiative and separately cites the recent US$25 million Canada Growth Fund equity investment." }, { "id": "src-hk-april-2025", "title": "China Imposes Export Controls on Medium and Heavy Rare Earth Materials", "publisher": "Holland & Knight LLP", "url": "https://www.hklaw.com/en/insights/publications/2025/04/china-imposes-export-controls-on-medium-and-heavy-rare-earth-materials", "language": "en", "datePublished": null, "dateAccessed": "2026-06-10", "sourceType": "news", "confidence": "secondary", "notes": "Law-firm client alert summarizing the joint MOFCOM/GACC Announcement No. 18 (2025) of 4 April 2025 and the seven controlled elements." }, { "id": "src-globaltimes-61", "title": "China releases export controls measures on rare earth items, related tech over national security concerns, to fulfill non-proliferation obligations: MOFCOM", "publisher": "Global Times", "url": "https://www.globaltimes.cn/page/202510/1345202.shtml", "language": "en", "datePublished": "2025-10-09", "dateAccessed": "2026-06-10", "sourceType": "government_media", "confidence": "government_media", "notes": "Chinese state-media English-edition report rendering MOFCOM's stated justification for the 9 October 2025 controls." }, { "id": "src-pillsbury-2025", "title": "China suspends export controls on certain critical-minerals-related items", "publisher": "Pillsbury Winthrop Shaw Pittman", "url": "https://www.pillsburylaw.com/en/news-and-insights/china-suspends-export-controls-certain-critical-minerals-related-items.html", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "news", "confidence": "secondary", "notes": "Law-firm timeline of the 2023–2025 Chinese controls and the November 2025 suspensions; used for the February 2025 tungsten measure." }, { "id": "src-globaltimes-gage-2023", "title": "China to impose export controls on key materials for chipmaking as West's 'chip war' escalates", "publisher": "Global Times", "url": "https://www.globaltimes.cn/page/202307/1293637.shtml", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "government_media", "confidence": "government_media", "notes": "Chinese state-media English-edition report on the July 2023 gallium/germanium controls and their stated national-security rationale." }, { "id": "src-china-briefing-timeline", "title": "China's Rare Earth Export Controls: Impacts on Businesses and Industries", "publisher": "China Briefing (Dezan Shira & Associates)", "url": "https://www.china-briefing.com/news/chinas-rare-earth-export-controls-impacts-on-businesses/", "language": "en", "datePublished": null, "dateAccessed": "2026-06-10", "sourceType": "news", "confidence": "secondary", "notes": "Running timeline of the April, October and November 2025 Chinese measures, used to corroborate dates, elements, and the suspension window." }, { "id": "src-ec-ip-25-2891", "title": "Commission adopts RESourceEU to secure raw materials, reduce dependencies and boost competitiveness (IP/25/2891)", "publisher": "European Commission", "url": "https://ec.europa.eu/commission/presscorner/detail/en/ip_25_2891", "language": "en", "datePublished": "2025-12-03", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Press release, read in full through the press corner's document API on 2026-09-23 (updated 8 December 2025). Its wording of the funding aim is \"mobilise up to €3 billion over the next 12 months\"; the Communication's own wording is recorded on the row." }, { "id": "src-eurlex-dec-2026-2349", "title": "Commission Decision (EU) 2026/2349 of 9 October 2026 recognising certain critical raw material projects as Strategic Projects under Regulation (EU) 2024/1252 (notified under document C(2026) 8051)", "publisher": "Official Journal of the European Union (EUR-Lex)", "url": "https://eur-lex.europa.eu/eli/dec/2026/2349/oj", "language": "en", "datePublished": "2026-10-22", "dateAccessed": "2026-11-03", "sourceType": "official", "confidence": "primary", "notes": "The Official Journal publication of the Decision (OJ L, 2026/2349, 22.10.2026; ELI http://data.europa.eu/eli/dec/2026/2349/oj; CELEX 32026D2349), read in full on EUR-Lex 2026-11-03. It states that only the English text is authentic. Adopted 9 October 2026 under Article 7(9) of Regulation (EU) 2024/1252; Article 1 recognises the 46 projects listed in the Annex as Strategic Projects, and Article 2 addresses the Decision to their promoters. Recital (4): 101 applications, 98 complete. datePublished is the Official Journal date. The text does not state when the Decision was notified or took effect; the EUR-Lex catalogue metadata gives 2026-10-22 as the first date of entry into force, which is not a statement of the Decision itself and is not used as the effective date. The Commission's C(2026) 8051 final PDFs are separate source records and keep their own version-specific details." }, { "id": "src-ec-crma-sp-decision-2025-03", "title": "Commission Decision of 25.3.2025 recognising certain critical raw material projects as Strategic Projects under Regulation (EU) 2024/1252 (C(2025) 1904 final)", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/9b159533-2a45-4d43-bf33-6ca5fa88440d_en?filename=C_2025_1904_1_EN_ACT_part1_v2.pdf", "language": "en", "datePublished": "2025-03-25", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The decision itself, read in full 2026-09-23. Adopted under Article 7(9) of Regulation (EU) 2024/1252. Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\" Article 2 addresses the decision to each project promoter, with the promoter's address; those addresses are the source for the promoters' countries. Recital (4): 124 applications from projects in Member States, 122 complete." }, { "id": "src-ec-crma-sp-decision-2025-06", "title": "Commission Decision of 4.6.2025 recognising certain critical raw material projects located in third countries and in overseas countries or territories as Strategic Projects under Regulation (EU) 2024/1252 (C(2025) 3491 final)", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/808502c2-21c7-4ca8-855f-ff0b528f91c4_en?filename=C_2025_3491_1_EN_ACT_part1_v4.pdf", "language": "en", "datePublished": "2025-06-04", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The decision itself, read in full 2026-09-23. Article 1 recognises the annexed projects as Strategic Projects; recital (10) states that each received the explicit approval of the third country or OCT concerned; Article 2 lists promoters with addresses (Tungsten West PLC: \"Hemerdon Mine (Drakelands), PL7 5BS, Devon, United Kingdom\")." }, { "id": "src-ec-crma-sp-decision-2026-10", "title": "Commission Decision of 9.10.2026 recognising certain critical raw material projects as Strategic Projects under Regulation (EU) 2024/1252 (C(2026) 8051 final)", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/56f5457c-2ed0-4c10-8c76-d66a79cb00b6_en?filename=C_2026_8051_F1_COMMISSION_DECISION_EN_V2_P1_5091203.PDF", "language": "en", "datePublished": null, "dateAccessed": "2026-11-03", "sourceType": "official", "confidence": "primary", "notes": "The decision itself, read in full 2026-11-03 (file sha256 f0768137c98466c0fe53f79c241bf7d97cf7f358a2aeb9b3332bd07ddf677342). Adopted under Article 7(9) of Regulation (EU) 2024/1252. Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\" Article 2 addresses the decision to each promoter with its address; those addresses are the source for promoters' countries. Recital (4): 101 applications from projects in Member States, 98 complete. Only the English text is authentic. The document states it was adopted on 9 October 2026; when this PDF was first posted online is not established, so datePublished is left unknown. The Decision was later published in the Official Journal as Commission Decision (EU) 2026/2349 (OJ L, 22.10.2026); notification and effective dates are not established." }, { "id": "src-ec-ip-25-1419", "title": "Commission selects 13 Strategic Projects in third countries to secure access to raw materials and to support local value creation (IP/25/1419)", "publisher": "European Commission", "url": "https://ec.europa.eu/commission/presscorner/detail/en/ip_25_1419", "language": "en", "datePublished": "2025-06-04", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Press release, read in full through the press corner's document API on 2026-09-23. States that the projects \"will diversify the EU's sources of supply and increase economic security\" and estimates \"an overall capital investment of €5.5 billion\" for the 13 projects, which is project cost and is not recorded as capital." }, { "id": "src-ec-rep-lu-2026-10-09", "title": "Commission selects 46 new Strategic Projects to bolster the EU's supply of critical raw materials", "publisher": "European Commission, Representation in Luxembourg", "url": "https://luxembourg.representation.ec.europa.eu/actualites-et-evenements/actualites/commission-selects-46-new-strategic-projects-bolster-eus-supply-critical-raw-materials-2026-10-09_en", "language": "en", "datePublished": "2026-10-09", "dateAccessed": "2026-11-03", "sourceType": "official", "confidence": "secondary", "notes": "Commission news article, read 2026-11-03. States 46 projects in 16 Member States, selected from 102 applications of which 92 were assessed; 8 extraction, 11 processing, 19 recycling and 8 integrated. Its 102 differs from the Decision's recital (4) figure of 101; the Decision is preferred. Its benchmark-coverage and financing statements are Commission claims and are not recorded as capital. IP/26/2113 is the press-corner original and has not been read." }, { "id": "src-ec-ip-25-864", "title": "Commission selects 47 Strategic Projects to secure and diversify access to raw materials in the EU (IP/25/864)", "publisher": "European Commission", "url": "https://ec.europa.eu/commission/presscorner/detail/en/ip_25_864", "language": "en", "datePublished": "2025-03-25", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Press release, read in full through the press corner's document API on 2026-09-23. States the benefits (coordinated support on access to finance and off-takers; permit-granting capped at 27 months for extraction and 15 months for other projects) and an \"expected overall capital investment of €22.5 billion\" for the 47 projects, which is project cost, not EU money, and is not recorded as capital." }, { "id": "src-nrcan-cmrdd-programme", "title": "Critical Minerals Research, Development and Demonstration Program", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/campaign/critical-minerals-in-canada/federal-support-for-critical-mineral-projects-and-value-chains/critical-minerals-research-development-and-demonstration-program.html", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "NRCan's standing programme page. States that CMRDD is administered through two funding streams (federal research and development projects, and contribution funding) and lists contribution-funded projects with organization, description, amount funded, status, critical minerals and location. Rechecked on 2026-10-07. The page is updated in place and carries no publication date; the project list is read as of the access date." }, { "id": "src-au-pmc-cmsr", "title": "Critical Minerals Strategic Reserve", "publisher": "Department of the Prime Minister and Cabinet (Australia)", "url": "https://www.pmc.gov.au/domestic-policy/critical-minerals-strategic-reserve", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "official", "confidence": "primary", "notes": "Government overview of the A$1.2B Critical Minerals Strategic Reserve." }, { "id": "src-ec-crma", "title": "Critical Raw Materials Act", "publisher": "European Commission (DG GROW)", "url": "https://single-market-economy.ec.europa.eu/sectors/raw-materials/areas-specific-interest/critical-raw-materials/critical-raw-materials-act_en", "language": "en", "datePublished": null, "dateAccessed": "2026-06-10", "sourceType": "official", "confidence": "primary", "notes": "Official European Commission page stating the Act's objective and the 2030 benchmarks (10% extraction, 40% processing, 25% recycling; ≤65% from any single third country)." }, { "id": "src-cyclic-centre-excellence-2025", "title": "Cyclic Materials Announces USD $25M Investment to Establish Centre of Excellence for Rare Earth Recycling in Kingston, Ontario", "publisher": "Cyclic Materials", "url": "https://cyclicmaterials.earth/resources/cyclic-materials-announces-usd-25m-investment-to-establish-centre-of-excellence-for-rare-earth-recycling-in-kingston-ontario", "language": "en", "datePublished": "2025-06-11", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Company announcement establishing the Kingston Centre of Excellence as a 140,000-square-foot commercial processing and R&D facility. It describes the first commercial Hub, 500-tonne annual magnet-rich feed capacity and a then-targeted Q1 2026 start of operations. The company's stated US$25 million facility investment is not recorded as public support." }, { "id": "src-iea-tungsten-2025", "title": "Decision to Implement Export Controls on Tungsten, Tellurium, Bismuth, Molybdenum and Indium Related Items", "publisher": "International Energy Agency (IEA)", "url": "https://www.iea.org/policies/26795-decision-to-implement-export-controls-on-tungsten-tellurium-bismuth-molybdenum-and-indium-related-items", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "dataset", "confidence": "secondary", "notes": "IEA policy database summary of MOFCOM/GACC Announcement No. 10 (2025) on tungsten, tellurium, bismuth, molybdenum and indium." }, { "id": "src-defense-metals-wicheeda-proposal-20260812", "title": "Defense Metals Invited by Natural Resources Canada to Submit a Full Project Proposal for its Wicheeda Processing Feasibility Program", "publisher": "Defense Metals Corp.", "url": "https://www.defensemetals.com/_files/ugd/433b25_9ef7dd23603d48d5886e0562e19be517.pdf", "language": "en", "datePublished": "2026-08-12", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Complete issuer release reviewed. Separate CMRDD/GPI processing-feasibility application; explicitly not a funding commitment." }, { "id": "src-defense-metals-wicheeda-update-20260713", "title": "Defense Metals Provides Corporate Update Highlighting Continued Execution and Strategic Momentum", "publisher": "Defense Metals Corp.", "url": "https://www.defensemetals.com/_files/ugd/433b25_80ed8a13cf3c428e88968896c71ffb0f.pdf", "language": "en", "datePublished": "2026-07-13", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Complete issuer release reviewed. Ongoing mine feasibility work, completed spring drilling and pilot testing; infrastructure funding still described as conditional." }, { "id": "src-defense-metals-wicheeda-flmf-20260304", "title": "Defense Metals Receives Conditional Approval for up to C$1.88 Million in Funding for Wicheeda Rare Earth Elements Clean Energy and Transportation Infrastructure Project", "publisher": "Defense Metals Corp.", "url": "https://www.defensemetals.com/_files/ugd/433b25_e01dcb4f295240099185c495af3c4946.pdf", "language": "en", "datePublished": "2026-03-04", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Complete four-page issuer release reviewed. Conditional second-call CMIF/FLMF infrastructure award; scheduled activities are prospective." }, { "id": "src-au-industry-cmsr", "title": "Delivering Australia's critical minerals supply", "publisher": "Department of Industry, Science and Resources (Australia)", "url": "https://www.minister.industry.gov.au/ministers/king/media-releases/delivering-australias-critical-minerals-supply", "language": "en", "datePublished": null, "dateAccessed": "2026-06-13", "sourceType": "official", "confidence": "primary", "notes": "Australian government statement on the Critical Minerals Strategic Reserve." }, { "id": "src-dow-arr-antimony-2025", "title": "Department of War Awards $43.4 Million to Further On-Shore Antimony Trisulfide Production", "publisher": "U.S. Department of War", "url": "https://www.war.gov/News/Releases/Release/Article/4319016/department-of-war-awards-434-million-to-further-on-shore-antimony-trisulfide-pr/", "language": "en", "datePublished": "2025-09-30", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Official DPA Title III award release for Alaska Range Resources. States the $43.4M award, integrated extraction/concentration/refining scope, Estelle/Stibium location, and national-security/supply-chain rationale." }, { "id": "src-dow-5n-germanium-2026", "title": "Department of War Invests $18.1M to Increase U.S. Refining Capacity for Germanium Metal", "publisher": "U.S. Department of War", "url": "https://www.war.gov/serve-from-netstorage/News/Releases/Release/Article/4393075/department-of-war-invests-181m-to-increase-us-refining-capacity-for-germanium-m/index.html", "language": "en", "datePublished": "2026-01-29", "dateAccessed": "2026-10-04", "sourceType": "official", "confidence": "primary", "notes": "Official release announcing a 15 December 2025 DPA Title III investment of $18.1M to 5N Plus for St. George germanium refining. States a sevenfold zone-refining expansion to more than 20 metric tons annually and domestic sourcing objectives." }, { "id": "src-dow-usac-antimony-2026", "title": "Department of War Invests $27M for the Domestic Excavation, Extraction, Processing, and Refinement of Antimony", "publisher": "U.S. Department of War", "url": "https://www.war.gov/News/Releases/Release/Article/4421101/department-of-war-invests-27m-for-the-domestic-excavation-extraction-processing/", "language": "en", "datePublished": "2026-03-04", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Official DPA Title III release describing a February 24, 2026 $27M investment in United States Antimony Corporation for Montana processing/refining expansion and Alaska feedstock development." }, { "id": "src-usar-direct-funding-agreement-2026-06-03", "title": "Direct Funding Agreement, dated June 3, 2026, by and among USA Rare Earth, Inc., the subsidiary guarantors party thereto and the United States Department of Commerce (Exhibit 10.1 to Form 8-K)", "publisher": "USA Rare Earth, Inc. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1970622/000121390026064453/ea029340201ex10-1.htm", "language": "en", "datePublished": "2026-06-03", "dateAccessed": "2026-09-24", "sourceType": "official", "confidence": "primary", "notes": "The executed agreement itself (Award ID No. AP-2026-0044, execution version), filed as Exhibit 10.1 to the 8-K in src-usar-8k-2026-06-03 and read in full in a browser on 2026-09-24. Article 1: \"“Direct Funding” means direct funding under the NOFO in the form of an other transaction\" and \"“CHIPS Incentives” means the provision of direct funding (via grants, cooperative agreements, or other transactions), loans and loan guarantees as described in the NOFO\". It never calls the awards grants. Section 2.1(a) sets five maximum award amounts (Round Top $132,000,000; Stillwater Magnet $50,000,000; Stillwater Metal $20,000,000; Magnet Project 2 $60,000,000; Metal Project 2 $15,000,000). Section 2.1(b): \"No obligation of funds for the Award by the Department shall occur upon execution of this Agreement. An obligation of funds for the Award shall occur only upon delivery of a Funding Obligation.\" Section 4.16 makes the issuance of Equity Interests to the Department a condition precedent to the Award Date. Section 10.1.1 lists the clawback events and Section 10.2 has the recipient repay recovered disbursements within 120 days of the Department's demand. It supports contract terms it states directly and is attributed to the parties." }, { "id": "src-dod-5n-germanium-2024", "title": "DOD Awards $14.4 Million to Sustain and Enhance the Space-Qualified Solar Cell Supply Chain", "publisher": "U.S. Department of Defense", "url": "https://www.defense.gov/News/Releases/Release/Article/3743467/dod-awards-144-million-to-sustain-and-enhance-the-space-qualified-solar-cell-su/", "language": "en", "datePublished": "2024-04-16", "dateAccessed": "2026-10-04", "sourceType": "official", "confidence": "primary", "notes": "Official DPA Investment award release for 5N+ Semiconductors. States the $14.4M award, St. George location, germanium-substrate scope, four-year technical effort, and national-security/supply-chain rationale." }, { "id": "src-dod-perpetua-dpa-2022", "title": "DoD Issues $24.8M Critical Minerals Award to Perpetua Resources", "publisher": "U.S. Department of Defense", "url": "https://www.war.gov/News/Releases/Release/Article/3249350/dod-issues-248m-critical-minerals-award-to-perpetua-resources/", "language": "en", "datePublished": "2022-12-19", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "DoD release announcing the initial Defense Production Act Title III award to Perpetua Resources Idaho, Inc. for environmental and engineering work on the Stibnite Gold Project and identifying antimony trisulfide as the defense-relevant material." }, { "id": "src-doe-ioneer-rhyolite-2025-close", "title": "DOE closes $996 million loan guarantee for Ioneer Rhyolite Ridge", "publisher": "U.S. Department of Energy, Loan Programs Office", "url": "https://www.energy.gov/edf/articles/doe-announces-996-million-loan-guarantee-ioneer-rhyolite-ridge-advance-domestic", "language": "en", "datePublished": "2025-01-17", "dateAccessed": "2026-10-08", "sourceType": "official", "confidence": "primary", "notes": "Closing announcement: $996M guarantee, $968M principal plus $28M capitalized interest, to Ioneer Rhyolite Ridge LLC under ATVM. DOE specifies on-site lithium-carbonate processing and identified ioneer Ltd as developer; Jan 2025 closing is not evidence of cash advanced, operating production or mine financing." }, { "id": "src-doe-rhyolite-nepa-0565", "title": "DOE/EIS-0565 — Rhyolite Ridge mine processing loan scope", "publisher": "U.S. Department of Energy, NEPA", "url": "https://www.energy.gov/nepa/doeeis-0565-rhyolite-ridge-lithium-boron-project-esmeralda-county-nevada", "language": "en", "datePublished": null, "dateAccessed": "2026-10-08", "sourceType": "official", "confidence": "primary", "notes": "DOE environmental summary explicitly confines contemplated federal loan to on-site lithium processing facilities, sulfuric acid plant and supporting infrastructure, NOT open-pit mine development/operation. The early NEPA synopsis calls the proposed borrower Rhyolite Ridge Holdings LLC; do not conflate that with the closing release's Ioneer Rhyolite Ridge LLC without legal proof." }, { "id": "src-ebrd-sarytogan-equity-2024", "title": "EBRD acquires stake in Sarytogan Graphite Limited", "publisher": "European Bank for Reconstruction and Development", "url": "https://www.ebrd.com/home/news-and-events/news/2024/ebrd-acquires-stake-in-sarytogan-graphite-limited.html", "language": "en", "datePublished": "2024-08-09", "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "The bank reports AUD 5 million (about €3 million) of equity in Australian-incorporated Sarytogan Graphite Limited for its Kazakhstan graphite development. EBRD's 2024 announcement is not proof of the exact signing or settlement date." }, { "id": "src-ebrd-sarytogan-followon-2026", "title": "EBRD increases stake in Sarytogan Graphite Limited", "publisher": "European Bank for Reconstruction and Development", "url": "https://www.ebrd.com/home/news-and-events/news/2026/ebrd-increases-stake-in-sarytogan-graphite-limited.html", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "The bank separately announces a follow-on equity investment of about A$1.4M in Sarytogan Graphite Limited, increasing its stake to 18.4%, to support definitive feasibility study and other project development work. The bank page does not itself fix the exact settlement date or dollar cents." }, { "id": "src-ebrd-sarytogan-psd-54699", "title": "EBRD Project 54699 — DFF Project C / Sarytogan Graphite Limited", "publisher": "European Bank for Reconstruction and Development", "url": "https://www.ebrd.com/home/work-with-us/projects/psd/54699.html", "language": "en", "datePublished": "2024-08-09", "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Original EBRD project summary: AUD 5M direct equity, Sarytogan Graphite Limited investee, bank approval 18 June 2024, disclosed 9 August 2024; lists status Signed but does not date contract execution. The report covers the original investment, not the 2026 follow-on." }, { "id": "src-doe-thacker-pass-nepa-2024", "title": "EIS-0561 Thacker Pass loan: DOE processing-facility-only scope and 28 October 2024 decision", "publisher": "U.S. Department of Energy", "url": "https://www.energy.gov/nepa/doeeis-0561-thacker-pass-lithium-mine-project", "language": "en", "datePublished": "2024-10-28", "dateAccessed": "2026-10-08", "sourceType": "official", "confidence": "primary", "notes": "DOE NEPA explanation specifies that the proposed loan covers Thacker Pass mine processing facilities and associated infrastructure, not the development and operation of the open-pit mine. DOE Record of Decision issued 28 October 2024." }, { "id": "src-jogmec-lofdal-en", "title": "Establishment of a Special Purpose Company for Heavy Rare Earth Development in the Republic of Namibia and Investment by JOGMEC", "publisher": "Japan Organization for Metals and Energy Security (JOGMEC) / Toyota Tsusho Corporation", "url": "https://www.jogmec.go.jp/english/news/release/release_00451.html", "language": "en", "datePublished": "2026-07-30", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "official_translation", "notes": "JOGMEC own English edition of the same release — the issuing body official translation, which is why the framing anchor carries quoteEnSource official. Read in full 2026-08-11 and re-read at promotion 2026-08-12. Two divergences from the Japanese are recorded: the yen figure is rounded to approximately 5.5 billion yen against 約54.6億円, and the English title says Heavy Rare Earth Development where the Japanese says レアアース探査・開発事業 (rare-earth exploration and development). Rechecked in full on 3 October 2026. The initial SPC investment remains explicitly dated 23 July 2026, but its amount is not disclosed; the up-to-CAD-47.668-million figure is the investment ceiling. The FY2026 commercialization decision is a target, not an achieved FID or construction milestone." }, { "id": "src-eis-npm-narva-jtf-project-grant", "title": "Estonian Business and Innovation Agency (EIS) — supported projects: Magnetitehas Narva (NPM Narva OÜ)", "publisher": "Ettevõtluse ja Innovatsiooni Sihtasutus (Estonian Business and Innovation Agency)", "url": "https://eis.ee/toetatud-projektid/?grant_size_from=0&grant_size_to=30000000&recipient=&s%5Bprogram%5D=ida-viru-ettev-tluse-investeeringute-toetus&s%5Byear%5D=all&sort=project_recipient%3Aasc", "language": "et", "datePublished": null, "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "Official EIS Ida-Viru investment-support grant-results entry for 'Magnetitehas Narva': beneficiary explicitly NPM Narva OÜ, registration 16493223; support amount €14,790,898.00; eligible project cost €63,327,184.00; funding source Õiglase ülemineku fond (Just Transition Fund); support-decision YEAR shown 2022, not a day. This is a project grant register snapshot, not the original signed grant contract, the November 2024 amendment-effective date, an official disbursement ledger, or evidence that Neo Performance parent is the legal grantee." }, { "id": "src-estonia-finance-jtf-narva-audit-2025-11", "title": "Estonian Ministry of Finance — JTF project audit JTF-2/2025, Magnetitehas Narva", "publisher": "Rahandusministeerium (Estonian Ministry of Finance), Financial Control Department", "url": "https://www.fin.ee/sites/default/files/documents/2025-11/A1-1_Auditi_l6pparuanne.pdf", "language": "et", "datePublished": null, "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "14-page signed final project audit dated November 21, 2025, for project 2021-2027.6.01.22-0002. Page 3 (PDF p. 3) tabulates approval decision 11-2/22/3107 of Nov 3 2022, revisions 11-2/23/3085 of Nov 3 2023, 11-2/24/4882 of Nov 28 2024, and 11-2/25/4023 of Sep 16 2025. Names NPM Narva OÜ as grantee and NPM Silmet OÜ as partner. Pages 7–9 report recipient transfer (95% activity/budget) from NPM Silmet to NPM Narva and process findings on 2024 budget revisions. Audit establishes decision dates and legal grant identity; it does not reproduce the complete amendment document or grant ceiling in each period, nor prove a decision's legal effective-upon-service date. Report signed/dossier date is not necessarily publication date; datePublished null." }, { "id": "src-ec-estonia-neo-narva-jtf-147", "title": "European Commission Representation in Estonia — Neo Narva magnet factory JTF support", "publisher": "European Commission, Representation in Estonia", "url": "https://estonia.representation.ec.europa.eu/strateegia-ja-prioriteedid/eli-eelarve-eesti-jaoks/elu-edeneb-euroopa-liidu-eelarve-toel/neo-perfomance-materials-magnetitehase-rajamine_et", "language": "et", "datePublished": null, "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "The Estonian-language Commission project page states 'Euroopa Liidu õiglase ülemineku fond toetas tehase rajamist 14,7 miljoni euroga' (the EU Just Transition Fund supported plant construction with €14.7M). This confirms a separately reported €14.7M support figure, not when the 2024 award amendment was executed, whether money was fully disbursed, or why Neo's March 2026 AIF uses approximately €14.8M. No reliably identified publication date on the page." }, { "id": "src-eib-lending-report-2024", "title": "European Investment Bank Group Lending Report 2024", "publisher": "European Investment Bank", "url": "https://www.eib.org/files/publications/20240236-250825-lending-report-2024-en.pdf", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Finland signatures table (report printed p.15 / PDF p.21) records Keliber Battery Grade Lithium Production, Keliber Technology Oy €150.0M and Natixis €17.5M. The report names signature counterparties and does not itself establish the downstream flow, financial instrument, or beneficiary of the Natixis transaction." }, { "id": "src-fedreg-eo-13953", "title": "Executive Order 13953 — Addressing the Threat to the Domestic Supply Chain From Reliance on Critical Minerals From Foreign Adversaries and Supporting the Domestic Mining and Processing Industries", "publisher": "Executive Office of the President / Federal Register", "url": "https://www.federalregister.gov/documents/2020/10/05/2020-22064/addressing-the-threat-to-the-domestic-supply-chain-from-reliance-on-critical-minerals-from-foreign", "language": "en", "datePublished": "2020-10-05", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register text, 85 FR 62539 (FR Doc. 2020-22064), signed 30 September 2020. Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2020/10/05/2020-22064.txt). Source of the verbatim national-emergency determination, the section 2(a) policy statement, and the passages naming China. Note for re-verification: the printed text is hard-wrapped, so quoted passages here have had line breaks removed and no other alteration." }, { "id": "src-fedreg-eo-14241", "title": "Executive Order 14241 — Immediate Measures To Increase American Mineral Production", "publisher": "Executive Office of the President / Federal Register", "url": "https://www.federalregister.gov/documents/2025/03/25/2025-05212/immediate-measures-to-increase-american-mineral-production", "language": "en", "datePublished": "2025-03-25", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register text, 90 FR 13673 (FR Doc. 2025-05212), signed 20 March 2025. Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2025/03/25/2025-05212.txt); the HTML page above 302-redirects automated clients to an unblock page, so cite the HTML URL but fetch the text endpoint or the API to re-verify. Source of the verbatim Purpose-clause framing anchor and of the section 2 definitions of \"mineral\" and \"mineral production\"." }, { "id": "src-fedreg-eo-14272", "title": "Executive Order 14272 — Ensuring National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products", "publisher": "Executive Office of the President / Federal Register", "url": "https://www.federalregister.gov/documents/2025/04/18/2025-06836/ensuring-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical", "language": "en", "datePublished": "2025-04-18", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register text, 90 FR 16437 (FR Doc. 2025-06836), signed 15 April 2025. Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2025/04/18/2025-06836.txt); the HTML page above 302-redirects automated clients to an unblock page. Source of the two verbatim section 1 framing anchors, the section 2 definitions, and the section 3 instruction to the Secretary of Commerce to open the section 232 investigation." }, { "id": "src-exim-stibnite-board-2026", "title": "EXIM Board Meeting Minutes — May 21, 2026", "publisher": "Export-Import Bank of the United States", "url": "https://www.exim.gov/news/minutes/board-meeting-minutes-2026-05-21", "language": "en", "datePublished": "2026-05-21", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Board minutes recording final approval of transaction AP768324XX for Perpetua Resources Idaho Inc.; identifies it as a direct loan for a Gold and Antimony project in Idaho." }, { "id": "src-npc-ecl-2020-en", "title": "Export Control Law of the People's Republic of China", "publisher": "National People's Congress of the PRC (English edition)", "url": "http://www.npc.gov.cn/englishnpc/c2759/c23934/202112/t20211209_384804.html", "language": "en", "datePublished": "2021-12-09", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "official_translation", "notes": "The NPC's own English edition of the Export Control Law — an official translation by the issuing legislature, which is why the framing anchor on this instrument carries quoteEnSource \"official\" rather than \"self\". Read in full 2026-08-12. Carries Presidential Order No. 58 and the promulgation line stating the Law \"shall come into force as of December 1, 2020\"." }, { "id": "src-fasken-sarytogan-ebrd-close-2025", "title": "Fasken advises EBRD on completed A$5 million Sarytogan Graphite investment", "publisher": "Fasken (transaction counsel to EBRD)", "url": "https://www.fasken.com/en/experience/2025/03/the-european-bank-for-reconstruction-and-development-completes-equity-investment", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "other", "confidence": "primary", "notes": "EBRD's transaction counsel reports final closing on 10 February 2025 in two tranches for aggregate A$5M; its stated share count multiplied by stated issue price does not reconcile to A$5M, so SMPT relies on the lender's direct money figure and makes no share-count inference." }, { "id": "src-fedreg-usgs-2025", "title": "Final 2025 List of Critical Minerals (Federal Register)", "publisher": "U.S. Geological Survey / Federal Register", "url": "https://www.federalregister.gov/documents/2025/11/07/2025-19813/final-2025-list-of-critical-minerals", "language": "en", "datePublished": "2025-11-07", "dateAccessed": "2026-06-10", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register notice (FR Doc. 2025-19813) for the final 2025 list." }, { "id": "src-fedreg-cm-list-2018", "title": "Final List of Critical Minerals 2018", "publisher": "Office of the Secretary, U.S. Department of the Interior / Federal Register", "url": "https://www.federalregister.gov/documents/2018/05/18/2018-10667/final-list-of-critical-minerals-2018", "language": "en", "datePublished": "2018-05-18", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register notice, 83 FR 23295 (FR Doc. 2018-10667). Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2018/05/18/2018-10667.txt), which serves automated clients where the HTML page does not. Source of the verbatim 35-mineral list, the SUMMARY framing anchor, and the authority line \"Authority: E.O. 13817, 82 FR 60835 (December 26, 2017).\"" }, { "id": "src-eib-keliber-2024", "title": "Finland: EU and Sibanye-Stillwater, through its Keliber lithium project, join forces in €150 million deal to improve EU access to and resilience in battery materials", "publisher": "European Investment Bank", "url": "https://www.eib.org/en/press/all/2024-313-eu-and-sibanye-stillwater-through-its-keliber-lithium-project-in-finland-join-forces-in-eur150-million-deal-to-improve-eu-access-to-and-resilience-in-battery-materials", "language": "en", "datePublished": "2024-08-23", "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official EIB release: EIB is lending €150 million to Keliber Oy as part of a €500 million financing package for integrated lithium mining, concentration and lithium-hydroxide processing in Finland. The direct loan is backed by an InvestEU guarantee." }, { "id": "src-legislation-au-cmpti-2025", "title": "Future Made in Australia (Production Tax Credits and Other Measures) Act 2025 (No. 9, 2025)", "publisher": "Federal Register of Legislation, Commonwealth of Australia", "url": "https://www.legislation.gov.au/C2025A00009/asmade/text", "language": "en", "datePublished": "2025-02-14", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Authorised version of the Act as made. Metadata (Act No. 9 of 2025, making date 14 February 2025, in force, administered by the Department of the Treasury) read 2026-08-12 from the Register's own API at https://api.prod.legislation.gov.au/v1/titles/C2025A00009. Schedule 2 read in full from the authorised PDF at https://www.legislation.gov.au/C2025A00009/asmade/2025-02-14/text/original/pdf (footer \"Authorised Version C2025A00009 registered 18/02/2025\"). Caveat: the /text HTML view cited above is a JavaScript shell that returns no provisions to an automated client — re-verify against the PDF or the API, not that page." }, { "id": "src-iea-critical-minerals", "title": "Global Critical Minerals Outlook 2024", "publisher": "International Energy Agency (IEA)", "url": "https://www.iea.org/reports/global-critical-minerals-outlook-2024", "language": "en", "datePublished": "2024-05-17", "dateAccessed": "2026-06-10", "sourceType": "dataset", "confidence": "secondary", "notes": "Used for refining/processing-concentration context (e.g. China as leading refiner for 19 of 20 strategic minerals). Market-share figures are background, not policy instruments." }, { "id": "src-iea-critical-minerals-2026", "title": "Global Critical Minerals Outlook 2026", "publisher": "International Energy Agency (IEA)", "url": "https://www.iea.org/reports/global-critical-minerals-outlook-2026", "language": "en", "datePublished": "2026-07-16", "dateAccessed": "2026-10-07", "sourceType": "dataset", "confidence": "secondary", "notes": "Used for current lithium, cobalt and nickel demand, supply-concentration and diversification context. The IEA identifies Indonesia as the top refiner for nickel and China as the top refiner for other key energy minerals, finds recent nickel mining/refining growth increasingly concentrated in Indonesia, and notes that midstream/downstream diversification continues to lag upstream development. Background analysis, not a policy instrument." }, { "id": "src-nrcan-gpi-programme", "title": "Global Partnerships Initiative", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/campaign/critical-minerals-in-canada/federal-support-for-critical-mineral-projects-and-value-chains/global-partnerships-initiative.html", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "NRCan's standing Global Partnerships Initiative page. It describes contribution funding as non-repayable and lists Cyclic Materials among GPI funded projects, with up to C$9.1 million to advance processing, separation and metallization technologies for an integrated rare-earth recycling value chain. The page is updated in place and carries no publication date." }, { "id": "src-nrcan-lithium-processing-2024", "title": "Government of Canada Invests Over $9 Million to Enable Made-in-Canada Lithium Battery Supply Chain in British Columbia", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2024/07/government-of-canada-invests-over-9-million-to-enable-made-in-canada-lithium-battery-supply-chain-in-british-columbia.html", "language": "en", "datePublished": "2024-07-11", "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official NRCan release on CMRDD support for midstream lithium processing: C$4,937,500 to Saltworks for lithium-brine concentration/conversion and C$4,500,000 to NORAM Electrolysis Systems for industrial-scale lithium-hydroxide electrolysis demonstration. The two awards are coded in the lithium financing backfill; NORAM's binding agreement is separately verified through the federal grants disclosure." }, { "id": "src-ca-ised-divest", "title": "Government of Canada orders the divestiture of investments by foreign companies in Canadian critical minerals companies", "publisher": "Innovation, Science and Economic Development Canada", "url": "https://www.canada.ca/en/innovation-science-economic-development/news/2022/10/government-of-canada-orders-the-divestiture-of-investments-by-foreign-companies-in-canadian-critical-mineral-companies.html", "language": "en", "datePublished": "2022-11-02", "dateAccessed": "2026-06-13", "sourceType": "official", "confidence": "primary", "notes": "ISED statement ordering the three divestitures under the Investment Canada Act. URL filed under the canada.ca 2022/10 path; the order date is 2 November 2022." }, { "id": "src-nrcan-cmrdd-2024", "title": "Government of Canada Supporting Critical Minerals Processing in Kingston", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2024/09/government-of-canada-supporting-critical-minerals-processing-in-kingston.html", "language": "en", "datePublished": "2024-09-04", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "NRCan's own press release announcing $8.4 million under the Critical Minerals Research, Development and Demonstration (CMRDD) program, split between Cyclic Materials Incorporated ($4.9 million, rare-earth permanent-magnet recycling) and Green Graphite Technologies Inc. ($3.5 million, battery-grade graphite). States the Budget 2022 / $3.8 billion Canadian Critical Minerals Strategy funding lineage directly. Re-read in full in a browser on 2026-09-23 (canada.ca times out for automated clients); every amount and quotation in the Capital & Control rows that cite it was checked against that text." }, { "id": "src-canada-grant-cyclic-cmrdd-2024", "title": "Grant and contribution record — Kingston Demonstration Plant-Extended Operations", "publisher": "Government of Canada Open Government Portal / Natural Resources Canada", "url": "https://search.open.canada.ca/grants/record/nrcan-rncan%2C115-2024-2025-Q2-15713%2Ccurrent", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "dataset", "confidence": "primary", "notes": "Official grant disclosure for agreement CMRDD2-048. Lists Cyclic Materials Inc., agreement value C$4,893,125, and agreement period 17 July 2024 through 31 March 2026." }, { "id": "src-canada-grant-ggt-cmrdd-2024", "title": "Grant and contribution record — Recycling of Graphite from Secondary Sources for Use in Lithium-Ion Batteries", "publisher": "Government of Canada Open Government Portal / Natural Resources Canada", "url": "https://search.open.canada.ca/grants/record/nrcan-rncan%2C115-2024-2025-Q2-15593%2Ccurrent", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "dataset", "confidence": "primary", "notes": "Official grant disclosure for agreement CMRDD2-039. Lists Green Graphite Technologies Inc., agreement value C$3,500,000, and agreement period 9 August 2024 through 31 March 2026." }, { "id": "src-canada-grant-noram-cmrdd-2024", "title": "Grants and Contributions — ELECTROLYSIS FOR LITHIUM PRODUCTION AND RECYCLING", "publisher": "Government of Canada Open Government", "url": "https://search.open.canada.ca/grants/record/nrcan-rncan%2C115-2024-2025-Q2-15527%2Ccurrent", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official federal grants-and-contributions disclosure for NRCan agreement CMRDD2-021 with NORAM Electrolysis Systems Inc. Agreement value C$4,500,000; agreement period 2024-07-08 through 2027-03-31; title ELECTROLYSIS FOR LITHIUM PRODUCTION AND RECYCLING." }, { "id": "src-canada-grant-telescope-lipick-2024", "title": "Grants and Contributions — UKRI Critical Minerals – 10113987 - Li-PICK - Energy Efficient Battery Recycling Enabled by Recrystallization", "publisher": "Government of Canada Open Government", "url": "https://search.open.canada.ca/grants/record/nrc-cnrc%2C172-2024-2025-Q2-1022725%2Ccurrent", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official federal grants-and-contributions disclosure for National Research Council Canada agreement 1022725 with Telescope Innovations Corp. Agreement value C$319,200; agreement period 2024-09-01 through 2026-03-31; contribution title Li-PICK - Energy Efficient Battery Recycling Enabled by Recrystallization. The description explicitly covers conversion of spent lithium-ion batteries into cathode active material and battery-grade lithium carbonate." }, { "id": "src-open-canada-feddev-cyclic-2025", "title": "Grants and Contributions: Agreement 1019177", "publisher": "Government of Canada Open Government Portal", "url": "https://search.open.canada.ca/grants/record/feddevontario,062-2025-2026-Q4-00111,current", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "dataset", "confidence": "primary", "notes": "Federal grants-and-contributions disclosure for Cyclic Materials Inc. Agreement 1019177. It records a C$5,000,000 contribution from the Federal Economic Development Agency for Southern Ontario, with an agreement period beginning 1 September 2025 and ending 30 September 2028, to scale operations and establish a rare-earth-elements recycling Centre of Excellence in Kingston, Ontario." }, { "id": "src-pm-us-au-framework-2025", "title": "Historic critical minerals framework signed by President Trump and Prime Minister Albanese", "publisher": "Prime Minister of Australia", "url": "https://www.pm.gov.au/media/historic-critical-minerals-framework-signed-president-trump-and-prime-minister-albanese", "language": "en", "datePublished": "2025-10-21", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The Prime Minister's release, dated Tuesday 21 October 2025 in Australia (datetime 2025-10-20T19:16:41Z), read in full in a browser on 2026-09-23 (the site blocks automated clients). Source of \"each provide at least USD$1 billion in investments towards an USD$8.5 billion pipeline ... over the next six months\", the up to USD$200 million concessional equity in the Alcoa-Sojitz Gallium Recovery Project with an Australian right of offtake, the US equity investment with a right of offtake in the same project, and the USD$100 million equity investment in Arafura's Nolans project." }, { "id": "src-doi-press-2025", "title": "Interior Department releases final 2025 List of Critical Minerals", "publisher": "U.S. Department of the Interior", "url": "https://www.doi.gov/pressreleases/interior-department-releases-final-2025-list-critical-minerals", "language": "en", "datePublished": "2025-11-07", "dateAccessed": "2026-06-10", "sourceType": "official", "confidence": "primary", "notes": "Department of the Interior press release announcing the final 2025 list; source of the attributed Secretary Burgum quotation." }, { "id": "src-usgs-news-2025", "title": "Interior Department releases final 2025 List of Critical Minerals", "publisher": "U.S. Geological Survey", "url": "https://www.usgs.gov/news/science-snippet/interior-department-releases-final-2025-list-critical-minerals", "language": "en", "datePublished": "2025-11-07", "dateAccessed": "2026-06-10", "sourceType": "official", "confidence": "primary", "notes": "USGS announcement of the final 2025 list (60 minerals; ten added in 2025)." }, { "id": "src-sec-ioneer-rhyolite-q2-2026", "title": "Ioneer 30 July 2026 Quarterly Activities Report — Rhyolite Ridge remains pre-FID", "publisher": "Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1896084/000114036126030118/ef20078896_ex99-1.htm", "language": "en", "datePublished": "2026-07-30", "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "June 2026 quarter update: strategic partner and Final Investment Decision still outstanding; pre-feasibility for battery-grade lithium carbonate completed, construction remains a future milestone; expressly confirms no production or development activity in quarter. Nonbinding Korea KIND/Hyundai MOUs are not cash or binding equity. Separate US Army Tooele land-lease possibility is not part of this ATVM guarantee." }, { "id": "src-sec-ioneer-rhyolite-halfyear-2026", "title": "Ioneer half-year financial statements ended June 30, 2026 (SEC Exhibit 99.1)", "publisher": "Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1896084/000114036126032597/ef20079527_ex99-1.htm", "language": "en", "datePublished": "2026-08-13", "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "Directors' report: issuer compliant with closed DOE loan facility, no development decision at June 30, 2026. Note 10: $4.273M unamortized DOE loan establishment fees, amortization starts after first draw; it is not an advance or independent commitment. Filing documents no positive disbursement; an absence of disclosure is not a universal proof none occurred later." }, { "id": "src-sec-ioneer-rhyolite-close-2025", "title": "Ioneer January 2025 SEC exhibit — $996 million DOE loan closing", "publisher": "Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1896084/000114036125001367/ef20041815_ex99-1.htm", "language": "en", "datePublished": "2025-01-17", "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "Issuer's 17 January 2025 closing announcement confirms the $996M ATVM facility, principal/interest split and earlier January 2023 conditional offer, including $268M principal increase. This is the same loan, not a second 2023 commitment or $996M immediately paid." }, { "id": "src-sec-ioneer-rhyolite-20f-2026", "title": "Ioneer Transition Form 20-F (2026) — Rhyolite Ridge financing conditions and pre-FID status", "publisher": "Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1896084/000114036126017853/ef20070398_20f.htm", "language": "en", "datePublished": "2026-04-29", "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "Issuer securities filing recounts 2025 loan closing and conditions to first DOE advance (strategic partner equity, additional funding and project-finance model), and states that a final investment decision and construction need further financing. The February 2025 Sibanye proposal did not proceed; it is not a valid assumption of equity capital." }, { "id": "src-lynas-asx-20230307-jare-agreements", "title": "JARE EXTENDS SUPPORT FOR LYNAS GROWTH PLAN", "publisher": "Lynas Rare Earths Limited / ASX", "url": "https://wcsecure.weblink.com.au/pdf/LYC/02640930.pdf", "language": "en", "datePublished": "2023-03-07", "dateAccessed": "2026-10-03", "sourceType": "other", "confidence": "primary", "notes": "Lynas' two-page ASX market announcement dated 7 March 2023, read in full from the weblink.com.au copy of the ASX filing (the ASX-hosted PDF was not located). Its opening says Lynas is pleased to announce the signing of new agreements with JARE, and it states: \"The agreements were signed today at a signing ceremony in Tokyo, Japan\", so execution on 7 March 2023 is expressly stated. It sets out JARE's AUD$200 million contribution through a subscription for ordinary shares priced off the VWAP around the announcement, so the subscription and cash receipt come after signing; the receipt day is stated in no source reviewed. This recipient announcement supports the contract date and terms it states, not government framing." }, { "id": "src-eib-keliber-project-20170804", "title": "KELIBER BATTERY GRADE LITHIUM PRODUCTION", "publisher": "European Investment Bank", "url": "https://www.eib.org/en/projects/all/20170804", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official EIB project record. Status Signed; records €150,000,000 signed on 2024-08-20 and a later €17,500,000 signature on 2024-12-20. This tranche codes only the €150 million transaction surfaced by the August 2024 EIB release. Project description covers lithium mines, a concentrator and a hydrometallurgical battery-grade lithium-hydroxide plant." }, { "id": "src-sec-lac-thacker-q2-2026", "title": "Lithium Americas Corp., Form 10-Q for the quarter ended 30 June 2026", "publisher": "Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1966983/000119312526347826/lac-20260630.htm", "language": "en", "datePublished": "2026-08-13", "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "DOE Loan Note 4 and MD&A pages 23–28: original 2024 loan $2.26B ($1.97B principal plus estimated $289.6M interest), amended Oct 7 2025 expected total $2.23B ($1.97B principal plus estimated $256M interest). Three cash advances $435M Oct 20 2025, $432M Feb 24 2026, $342M Jun 3 2026; cumulative advances $1.209B by Jun 30 2026. This cumulative amount is within, not in addition to, the facility; carrying amount $988.018M reflects debt costs and accrued interest and is not cumulative cash advanced. Thacker Pass Phase 1 plant construction ongoing, not operational." }, { "id": "src-sec-lac-doe-amendment-announcement-2025-10-07", "title": "Lithium Americas Form 8-K — 7 October 2025 DOE amendment subject to conditions", "publisher": "Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1966983/000119312525233937/d10878d8k.htm", "language": "en", "datePublished": "2025-10-08", "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "SEC EDGAR accession 0001193125-25-233937 filed and accepted October 8, 2025; period of report and amendment execution October 7, 2025. Item 1.01: omnibus waiver, consent and amendment was entered October 7 but becomes effective only upon satisfaction of conditions precedent. Exhibit 99.1 describes revised expected $2.23B facility. Subsequent Q2 2026 issuer 10-Q separately confirms initial advance October 20, proving amended facility operative by (not necessarily on) that day." }, { "id": "src-sec-lac-thacker-amendment-2025", "title": "Lithium Americas, Exhibit 10.1 — 7 October 2025 omnibus DOE loan amendment", "publisher": "Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1966983/000119312526115081/lac-ex10_1.htm", "language": "en", "datePublished": null, "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "Omnibus Waiver, Consent and Amendment No. 2 dated as of 7 October 2025 identifies LITHIUM NEVADA LLC (formerly Lithium Nevada Corp.) as the same Nevada borrower and Lithium Americas Corp as Sponsor. A revised legal agreement to the existing 2024 facility, not a second DOE loan. Published as an issuer exhibit in 2026." }, { "id": "src-sec-lac-thacker-loan-agreement-2024", "title": "Lithium Americas, Exhibit 10.11 — 28 October 2024 ATVM Loan Arrangement and Reimbursement Agreement", "publisher": "Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1966983/000095017025046424/lac-ex10_11.htm", "language": "en", "datePublished": null, "dateAccessed": "2026-10-08", "sourceType": "other", "confidence": "primary", "notes": "Executed Loan Arrangement and Reimbursement Agreement dated 28 October 2024, loan number A1034, between DOE and LITHIUM NEVADA CORP. as Borrower. Federal Financing Bank advance arrangements occur under the ATVM legal mechanics, not as another project loan. Document exhibited to issuer SEC filing in 2025; agreement date is not its SEC publication date." }, { "id": "src-lynas-q3-2023-jare-cash", "title": "Lynas Rare Earths — Quarterly Report for the period ended 31 March 2023", "publisher": "Lynas Rare Earths Limited / ASX", "url": "https://announcements.asx.com.au/asxpdf/20230421/pdf/45nw3k77phf61l.pdf", "language": "en", "datePublished": "2023-04-21", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "ASX-filed quarterly report, read in full on 2026-10-02. Page 10 says that, \"As announced on 7 March 2023\", Lynas signed new JARE agreements and that JARE provided AUD200 million in cash through an ordinary-share subscription; the signing day itself is established by the 7 March 2023 announcement (src-lynas-asx-20230307-jare-agreements), not by this report. Page 11 records the AUD200 million JARE proceeds in the March-quarter cash-flow table. The exact cash-transfer day is not stated. This recipient filing supports its direct financing disclosures, not government framing or completion of the entire growth plan." }, { "id": "src-exim-mmia", "title": "Make More in America Initiative", "publisher": "Export-Import Bank of the United States", "url": "https://www.exim.gov/about/special-initiatives/make-more-in-america-initiative", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "EXIM programme page describing MMIA as a domestic financing tool for sectors critical to national security and for improving the resiliency and security of U.S. supply chains." }, { "id": "src-nmg-q2-mda-2026", "title": "Management Discussion & Analysis for the six-month period ended June 30, 2026", "publisher": "Nouveau Monde Graphite / SEC", "url": "https://www.sec.gov/Archives/edgar/data/1649752/000110465926095007/nmg-20260630xex99d2.htm", "language": "en", "datePublished": "2026-08-12", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Complete issuer MD&A, signed August 12, 2026. Pages 9–10 date Phase 2 mine construction from April 13. Financing and liquidity sections describe a later US$335-million EDC/CIB debt commitment subject to conditions and final documentation. Physical implementation is attributed to the company; forecasts are not treated as completed milestones." }, { "id": "src-usgs-mcs2025-antimony", "title": "Mineral Commodity Summaries 2025 — Antimony", "publisher": "U.S. Geological Survey", "url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-antimony.pdf", "language": "en", "datePublished": "2025-01-31", "dateAccessed": "2026-07-09", "sourceType": "official", "confidence": "secondary", "notes": "Official USGS chapter inspected directly (PDF). Documents the August 2024 Chinese licensing requirement (ore, metals, oxides, hydrides, indium antimonides, organo-antimony compounds, gold-antimony separation technology), the near-doubling of the metal price July–November 2024 (Argus data), and the December 2024 ban on exports to the United States. Coded secondary relative to the Chinese instrument: authoritative English corroboration, not the primary text." }, { "id": "src-usgs-cobalt-mcs-2026", "title": "Mineral Commodity Summaries 2026 — Cobalt", "publisher": "U.S. Geological Survey", "url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-cobalt.pdf", "language": "en", "datePublished": "2026-02-06", "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official USGS cobalt commodity sheet. Reports Congo (Kinshasa) at an estimated 73% of 2025 world mine production, China as the leading refined-cobalt producer and consumer, and the DRC's 2025 export-ban-to-quota transition. Used for current cobalt supply-chain context, not as a coded policy event." }, { "id": "src-usgs-lithium-mcs-2026", "title": "Mineral Commodity Summaries 2026 — Lithium", "publisher": "U.S. Geological Survey", "url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-lithium.pdf", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official USGS lithium commodity sheet. Reports batteries as 88% of estimated global lithium end use and describes rechargeable-battery demand from electric vehicles, grid storage, portable electronics and power tools." }, { "id": "src-usgs-nickel-mcs-2026", "title": "Mineral Commodity Summaries 2026 — Nickel", "publisher": "U.S. Geological Survey", "url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-nickel.pdf", "language": "en", "datePublished": "2026-02-06", "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official USGS 2026 nickel commodity sheet. Reports estimated 2025 Indonesian mine production of 2.6 million tonnes out of 3.9 million tonnes worldwide, and notes that stainless and alloy steel plus nickel-containing alloys typically account for more than 85% of U.S. primary nickel consumption. Used for current nickel supply and end-use context, not as a policy instrument." }, { "id": "src-nrcan-cms-2022", "title": "Minister Wilkinson Releases Canada's $3.8-billion Critical Minerals Strategy to Seize Generational Opportunity for Clean, Inclusive Growth", "publisher": "Natural Resources Canada", "url": "https://www.canada.ca/en/natural-resources-canada/news/2022/12/minister-wilkinson-releases-canadas-38-billion-critical-minerals-strategy-to-seize-generational-opportunity-for-clean-inclusive-growth.html", "language": "en", "datePublished": "2022-12-09", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Natural Resources Canada's own release announcing the Strategy, datelined \"December 9, 2022 Vancouver, British Columbia\". Read in full 2026-08-12. Source of the funding figure, the five stated outcomes and the attributed ministerial quotation. Caveat: this release announces the Strategy and is not the Strategy document itself; the 31-mineral list it refers to was not machine-read in this session, so the material scope coded on the event is limited to the minerals this release names. Re-read in full in a browser on 2026-09-23 (canada.ca times out for automated clients); every amount and quotation in the Capital & Control rows that cite it was checked against that text." }, { "id": "src-cset-mofcom-61", "title": "Ministry of Commerce Announcement No. 61 of 2025: Decision to Implement Controls on Exports of Rare Earth-Related Items to Foreign Countries (CSET translation)", "publisher": "Center for Security and Emerging Technology (Georgetown University)", "url": "https://cset.georgetown.edu/publication/mofcom-notice-2025-61/", "language": "bilingual", "datePublished": "2025-10-09", "dateAccessed": "2026-06-10", "sourceType": "think_tank", "confidence": "official_translation", "notes": "Institutional bilingual translation by CSET of MOFCOM Announcement No. 61 (2025). Not an official MOFCOM English version; the Chinese text is reproduced alongside the English." }, { "id": "src-cset-mofcom-46", "title": "Ministry of Commerce Notice 2024 No. 46: Strengthening controls on exports of relevant dual-use items to the United States (CSET translation)", "publisher": "Center for Security and Emerging Technology (Georgetown University)", "url": "https://cset.georgetown.edu/publication/china-rare-earth-export-ban/", "language": "bilingual", "datePublished": "2024-12-03", "dateAccessed": "2026-06-13", "sourceType": "think_tank", "confidence": "official_translation", "notes": "CSET institutional bilingual translation of Announcement No. 46 (2024); source of the verbatim Chinese justification clause." }, { "id": "src-mofcom-kl-qa", "title": "MOFCOM spokesperson Q&A on the China–US Kuala Lumpur trade-consultation joint arrangement (商务部新闻发言人就中美吉隆坡经贸磋商联合安排答记者问)", "publisher": "Ministry of Commerce (China)", "url": "https://www.mofcom.gov.cn/syxwfb/art/2025/art_e8453c07ce374814ba65bdb6ff5813c4.html", "language": "zh", "datePublished": "2025-10-30", "dateAccessed": "2026-07-09", "sourceType": "official", "confidence": "primary", "notes": "Official spokesperson statement announcing the joint arrangement that Announcement No. 70 implements: the US pauses its 29 September 50% penetration rule for one year and China suspends the 9 October export-control measures for one year. Anchor for the suspension event's framing, since No. 70 itself states no rationale." }, { "id": "src-mofcom-10", "title": "MOFCOM/GACC Announcement No. 10 of 2025 (tungsten et al.)", "publisher": "Ministry of Commerce (China)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_e623090907fc4e1092f0a4db72f57b95.html", "language": "zh", "datePublished": "2025-02-04", "dateAccessed": "2026-06-16", "sourceType": "official", "confidence": "primary", "notes": "Primary MOFCOM/GACC announcement (No. 10 of 2025) on export controls for tungsten, tellurium, bismuth, molybdenum and indium related items; source of the verbatim Chinese justification clause." }, { "id": "src-mofcom-18", "title": "MOFCOM/GACC Announcement No. 18 of 2025 (medium & heavy rare earths)", "publisher": "Ministry of Commerce (China)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_9c2108ccaf754f22a34abab2fedaa944.html", "language": "zh", "datePublished": "2025-04-04", "dateAccessed": "2026-06-16", "sourceType": "official", "confidence": "primary", "notes": "Primary MOFCOM/GACC announcement (No. 18 of 2025) on export controls for certain medium and heavy rare-earth-related items; source of the verbatim Chinese justification clause." }, { "id": "src-mofcom-23", "title": "MOFCOM/GACC Announcement No. 23 of 2023 (gallium and germanium)", "publisher": "Ministry of Commerce (China)", "url": "https://aqygzj.mofcom.gov.cn/qdml/art/2023/art_c2ae3d2061e14e97ba608de1ed565f78.html", "language": "zh", "datePublished": "2023-07-03", "dateAccessed": "2026-08-10", "sourceType": "official", "confidence": "primary", "notes": "Primary MOFCOM/GACC announcement (No. 23 of 2023) implementing export controls on gallium- and germanium-related items; effective 1 August 2023 (本公告自2023年8月1日起正式实施). Inspected directly for the verbatim Chinese justification clause. Like the graphite announcement and unlike the rare-earth and tungsten measures, the text carries no non-proliferation clause." }, { "id": "src-mofcom-33", "title": "MOFCOM/GACC Announcement No. 33 of 2024 (antimony and superhard-materials items)", "publisher": "Ministry of Commerce (China)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2024/art_a4711acb06364199a3c5a06d7f2be6d8.html", "language": "zh", "datePublished": "2024-08-15", "dateAccessed": "2026-07-09", "sourceType": "official", "confidence": "primary", "notes": "Primary MOFCOM/GACC announcement (No. 33 of 2024) implementing export controls on antimony-related items and superhard-materials equipment; effective 15 September 2024. Inspected directly for the verbatim Chinese title and operative scope." }, { "id": "src-mofcom-39", "title": "MOFCOM/GACC Announcement No. 39 of 2023 (graphite)", "publisher": "Ministry of Commerce (China)", "url": "https://aqygzj.mofcom.gov.cn/qdml/art/2023/art_28aca48820d94a1ca822047d6716c1d6.html", "language": "zh", "datePublished": "2023-10-20", "dateAccessed": "2026-06-16", "sourceType": "official", "confidence": "primary", "notes": "Primary MOFCOM/GACC announcement (No. 39 of 2023) optimising and adjusting temporary export-control measures on graphite items; source of the verbatim Chinese justification clause." }, { "id": "src-mofcom-70", "title": "MOFCOM/GACC Announcement No. 70 of 2025 (suspension of Announcements Nos. 55, 56, 57, 58, 61 and 62 of 2025)", "publisher": "Ministry of Commerce (China)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_b1ec77dd3f0d4762952904df7cdaadec.html", "language": "zh", "datePublished": "2025-11-07", "dateAccessed": "2026-07-09", "sourceType": "official", "confidence": "primary", "notes": "Primary suspension decision. Operative text inspected directly: 自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。 The announcement body carries no justification clause beyond 经批准 (upon approval)." }, { "id": "src-mp-dod-2025", "title": "MP Materials announces transformational public-private partnership with the Department of Defense", "publisher": "MP Materials", "url": "https://mpmaterials.com/news/mp-materials-announces-transformational-public-private-partnership-with-the-department-of-defense-to-accelerate-u-s-rare-earth-magnet-independence/", "language": "en", "datePublished": "2025-07-10", "dateAccessed": "2026-06-13", "sourceType": "other", "confidence": "primary", "notes": "Company press release setting out the DoD–MP Materials deal terms (preferred stock, warrant, loan, NdPr price floor, magnet offtake). Source type recorded as 'other' (company announcement)." }, { "id": "src-mp-10k-2025", "title": "MP Materials Corp. Form 10-K for the fiscal year ended December 31, 2025", "publisher": "MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1801368/000180136826000008/mp-20251231.htm", "language": "en", "datePublished": "2026-02-26", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Binding annual filing of the recipient, read in a browser on 2026-09-23. Reports the July 2025 public offering (13,590,908 shares, net proceeds $724.2 million), the Samarium Project Loan note issued in August 2025, \"funds received from the DoW Transactions\", and 400,000 Series A preferred shares issued in 2025 and outstanding at December 31, 2025. It does not mention the $350 million Funding Allocation or say whether any additional preferred stock was sold to the DoW." }, { "id": "src-mp-10q-2026-q2", "title": "MP Materials Corp. Form 10-Q for the quarterly period ended June 30, 2026", "publisher": "MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1801368/000180136826000048/mp-20260630.htm", "language": "en", "datePublished": "2026-08-07", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Binding quarterly filing of the recipient, read in a browser on 2026-09-23. Note 12: \"In July 2025, the Company issued 400,000 shares ... to the DoW for cash consideration of $400.0 million.\" Note on debt: the Samarium Project Loan \"bears interest at a fixed rate of 5.38% per annum\". Note 3 and MD&A: the Price Protection Agreement commenced on October 1, 2025; PPA income of $59.9 million for the six months to June 30, 2026 and a PPA income receivable of $17.6 million ($51.0 million at December 31, 2025). The 10X Facility is in Northlake, Texas, on a 120-acre site bought in April 2026, where construction is \"currently underway\". It refers to the Department of Defense as the Department of War. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date." }, { "id": "src-mp-10q-2025-q3", "title": "MP Materials Corp. Form 10-Q for the quarterly period ended September 30, 2025", "publisher": "MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1801368/000180136825000054/mp-20250930.htm", "language": "en", "datePublished": "2025-11-07", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Binding quarterly filing of the recipient, read in a browser on 2026-09-23 (EDGAR refuses automated clients without a contact header). States that the banks' Commitment Letter \"expired undrawn on its own terms on August 26, 2025, as it was reduced on a dollar-for-dollar basis upon the Offering ... and the Company's execution of the Revolving Credit Facility\", and that in August 2025 the Company issued the $150 million Samarium Project Loan note to the DoW. It supports financing facts it states directly and is attributed to the company, not to the government. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date." }, { "id": "src-dod-mp-transaction-agreement-2025", "title": "MP Materials Corp., Form 8-K (Transaction Agreement with the Department of Defense)", "publisher": "MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1801368/000119312525157310/d43796d8k.htm", "language": "en", "datePublished": "2025-07-10", "dateAccessed": "2026-10-03", "sourceType": "other", "confidence": "primary", "notes": "The binding disclosure of the DoD deal terms, filed with the SEC. Read in full 2026-08-12 (EDGAR returns 403 without a declared user agent). Confirms verbatim: the Transaction Agreement was entered into on 9 July 2025 (the 'Effective Date'); a commitment for a $150 million loan to support expansion of heavy rare earth separation, to be extended by DoD within 30 days following closing; a quarterly payment per kilogram of NdPr equal to the shortfall between $110 per kg and the benchmark quarterly average price; a 10-year offtake agreement for magnet production from the 10X Facility; and a warrant issued to DoD. Source type 'other' follows the convention used for src-mp-dod-2025 (company document rather than a government instrument), but this is the filed agreement disclosure rather than a press release. Note the event is dated 2025-07-10, the announcement date, while the agreement's effective date is 2025-07-09. Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the filing. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date." }, { "id": "src-mp-q2-results-20260806", "title": "MP Materials Reports Second Quarter 2026 Results", "publisher": "MP Materials Corp.", "url": "https://investors.mpmaterials.com/investor-news/news-details/2026/MP-Materials-Reports-Second-Quarter-2026-Results/default.aspx", "language": "en", "datePublished": "2026-08-06", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Full original company results release read on 3 October 2026. CEO comments report accelerated construction at the 10X magnet manufacturing facility. Qualification and production at Independence are separate from the 10X construction project. The release does not establish 10X's actual construction commencement date, operational status, or a draw under the expired bank commitment letter." }, { "id": "src-ncmi-lofdal-jv-20260730", "title": "Namibia Critical Metals Announces Completion of Japan’s C$23 Million Earn-In and Formation of Strategic Joint Venture Company for the Lofdal Heavy Rare Earth Project", "publisher": "Namibia Critical Metals Inc.", "url": "https://www.namibiacriticalmetals.com/wp-content/uploads/2026/07/260730-TJNRE-Earn-In-Completion-SEDAR.pdf", "language": "en", "datePublished": "2026-07-30", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Full four-page company-hosted original PDF read on 3 October 2026. It distinguishes the completed C$23 million earn-in, the approximately C$11 million expanded DFS budget, and JOGMEC's up-to-C$47.668 million investment in TJNREC with an initial investment on 23 July. It does not quantify the initial SPC investment. Transfer of the 50% project interest is subject to prior shareholder and TSX Venture Exchange approvals. Ongoing pilot-scale work, engineering, permitting and mine planning remain definitive-feasibility activities; pre-FID work is not commercial construction or operation." }, { "id": "src-ncmi-lofdal-jv-update-20260831", "title": "Namibia Critical Metals Provides Update on Lofdal Joint Venture Transaction", "publisher": "Namibia Critical Metals Inc.", "url": "https://www.namibiacriticalmetals.com/wp-content/uploads/2026/09/260831-JV-Transaction-Update-SEDAR.pdf", "language": "en", "datePublished": "2026-08-31", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Full three-page company-hosted original PDF read on 3 October 2026. The document is dated 31 August despite its September upload directory. The opening paragraphs say the project-interest transaction still requires shareholder consent and regulatory approvals, including final TSX Venture Exchange approval. Its completed C$23 million expenditure requirement does not establish that the conditional transfer is complete or disclose payments under JOGMEC's newer SPC equity commitment." }, { "id": "src-nwf-tungsten-west-2026", "title": "National Wealth Fund backs Tungsten West to unlock critical UK tungsten supply", "publisher": "National Wealth Fund", "url": "https://www.nationalwealthfund.org.uk/news-and-publications/news/national-wealth-fund-backs-tungsten-west-to-unlock-critical-uk-tungsten-supply/", "language": "en", "datePublished": "2026-08-25", "dateAccessed": "2026-09-22", "sourceType": "official", "confidence": "primary", "notes": "The National Wealth Fund's own release announcing up to £71 million (£36 million equity plus up to £35 million lending) for Tungsten West to restart the Hemerdon tungsten and tin mine near Plymouth. States that the resulting negotiation right for up to 50% of production is separate from the offtake agreement itself, which was still being negotiated by the UK Government as of this release." }, { "id": "src-neo-commercial-production-2026", "title": "Neo Advances to Commercial Production at European Facility", "publisher": "Neo Performance Materials", "url": "https://www.neomaterials.com/neo-advances-commercial-production-magnet-facility/", "language": "en", "datePublished": "2026-09-14", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Neo states that its European permanent magnet manufacturing facility is in commercial production and shipping volumes of rare-earth sintered magnets to a Tier 1 EV traction-motor customer." }, { "id": "src-neo-aif-2025-jtf-nov2024-amendment", "title": "Neo Performance Materials — 2024 Annual Information Form, Narva JTF amendment (reported March 2025)", "publisher": "Neo Performance Materials Inc.", "url": "https://www.neomaterials.com/wp-content/uploads/2025/03/Neo-AIF-2025-vF.pdf", "language": "en", "datePublished": "2025-03-18", "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "2024 Annual Information Form, printed p. 9 / PDF page 10. Neo reports its same Narva JTF grant was amended in November 2024, increasing grant rate from 18.75% to 23.3% while eligible project size decreased to €63.3M; revised support approximately €14.7M vs original up to €18.7M. This establishes amendment MONTH, not exact effective day. Financial report publication March 18, 2025, not November 2024." }, { "id": "src-neo-jtf-award-2022", "title": "Neo Performance Materials to Receive First-Ever Grant Under Europe’s Just Transition Fund for Neo’s Planned Sintered Rare Earth Magnet Manufacturing Plant in Estonia", "publisher": "Neo Performance Materials", "url": "https://www.neomaterials.com/neo-performance-materials-european-grant/", "language": "en", "datePublished": "2022-11-09", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Neo states that it was awarded a grant of up to €18.7 million from the Government of Estonia under Europe's Just Transition Fund for the planned magnet plant." }, { "id": "src-nmg-canada-offtake-definitive-2026", "title": "NMG Announces Results of its Annual General and Special Meeting of Shareholders and Signature of a Definitive Binding Offtake Agreement with the Government of Canada", "publisher": "Nouveau Monde Graphite / SEC", "url": "https://www.sec.gov/Archives/edgar/data/1649752/000110465926060836/tm2614605d1_ex99-2.htm", "language": "en", "datePublished": "2026-05-13", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Issuer disclosure furnished to the SEC. Government of Canada Offtake Agreement section reports definitive signing, 30,000 tonnes per annum and seven years from commercial production; it does not evidence shipments or payments." }, { "id": "src-nova-arr-h1-2026", "title": "Nova Minerals Limited — Half-Year Financial Report and Review of Operations", "publisher": "Nova Minerals Limited / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1852551/000149315226019450/ex99-1.htm", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filed company report describing Alaska Range Resources as Nova's 100%-owned U.S. subsidiary, the $43.4M 24-month firm-fixed-price DPA project sub-agreement, and Port MacKenzie refinery development." }, { "id": "src-nova-arr-q4-2025", "title": "Nova Minerals Limited — Quarterly Activities and Cashflow Report, December 2025", "publisher": "Nova Minerals Limited / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1852551/000149315226003702/ex99-1.htm", "language": "en", "datePublished": "2026-01-27", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filed quarterly report recording commencement of procurement for mining and processing equipment for starter antimony operations and the Port MacKenzie refinery." }, { "id": "src-dow-osc-about", "title": "Office of Strategic Capital (OSC)", "publisher": "Office of the Under Secretary of War for Research and Engineering (OUSW(R&E))", "url": "https://www.cto.mil/osc/", "language": "en", "datePublished": null, "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "OSC's own page on the Research and Engineering site. Its history list includes the entry \"Secretary of Defense Establishes Office of Strategic Capital\": \"SECDEF establishes the Office of Strategic Capital (OSC) as a finance organization within the Department of Defense\". Read 2026-09-23; cited for OSC's place inside the department, which the loan releases do not state in terms." }, { "id": "src-osc-vulcan-reelement-2025", "title": "Office of Strategic Capital Agrees to Joint $700M Conditional Loan Commitment with Vulcan Elements and ReElement Technologies", "publisher": "U.S. Department of War (Office of Strategic Capital)", "url": "https://www.war.gov/News/Releases/Release/Article/4339788/office-of-strategic-capital-agrees-to-joint-700m-conditional-loan-commitment-wi/", "language": "en", "datePublished": "2025-11-21", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Read in full in a browser on 2026-09-23 (war.gov returns HTTP 403 to automated clients). Source of the joint $700 million conditional loan commitment ($620 million to Vulcan Elements, $80 million to ReElement Technologies), the OBBBA funding source, the warrants, the Commerce CHIPS Program Office's preliminary non-binding letter of intent for $50 million in proposed incentives, the $50 million of Vulcan equity Commerce will receive, and the statement that no OSC funds are disbursed until the conditions are met." }, { "id": "src-osc-mp-loan-2025", "title": "Office of Strategic Capital Announces First Loan Through DoD Agreement With MP Materials to Secure Critical Materials Supply Chain", "publisher": "U.S. Department of Defense, Office of Strategic Capital", "url": "https://www.war.gov/News/Releases/Release/Article/4270722/office-of-strategic-capital-announces-first-loan-through-dod-agreement-with-mp/", "language": "en", "datePublished": "2025-08-10", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "OSC release recording the execution of the $150M loan contemplated by the July 2025 DoD agreement, the office's first direct loan. war.gov returns HTTP 403 to automated clients; the body text was read in full in a browser on 2026-09-23. It states that the funding for the loan comes from the One Big Beautiful Bill Act, which provides OSC with $500 million of credit subsidy funding, creating up to $100 billion in available loan funds for critical minerals production and related industries and projects. The loan's rate and term come from the MP Materials Form 8-K (src-dod-mp-transaction-agreement-2025)." }, { "id": "src-ggt-mississauga-demo-commissioning-20260811", "title": "Our Mississauga graphite purification demonstration facility is entering the final stages of commissioning.", "publisher": "Green Graphite Technologies Inc.", "url": "https://www.linkedin.com/posts/green-graphite-tech_our-mississauga-graphite-purification-activity-7492954053392457729-LMSP", "language": "en", "datePublished": "2026-08-11", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Full official company LinkedIn post read on 3 October 2026. It says the Mississauga graphite-purification demonstration facility is entering final-stage commissioning and describes continuous carbochlorination at scale for a domestic battery-materials supply chain. It does not name the NRCan EIP/Regolith award, disclose grant payment or claim commercial operation; the project linkage is limited to the matching recipient, Mississauga location and graphite-purification process. Date provenance: the visible page shows only a relative age (\"1mo\"). The 11 August 2026 date comes from LinkedIn's own page metadata (SocialMediaPosting datePublished 2026-08-11T14:44:18Z) and matches the timestamp encoded in the post's activity ID; it is platform-stated, not printed in the post text and not independently corroborated by a GGT release or other outlet." }, { "id": "src-perpetua-stibnite-construction-2026", "title": "Perpetua Resources Advances Construction of the Stibnite Gold Project", "publisher": "Perpetua Resources Corp.", "url": "https://www.investors.perpetuaresources.com/investors/news/perpetua-resources-advances-construction-of-the-stibnite-gold-project", "language": "en", "datePublished": "2026-06-01", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Company project update stating that additional critical-path construction began 30 May 2026 and built on early-works construction that began in October 2025." }, { "id": "src-perpetua-stibnite-early-works-2025", "title": "Perpetua Resources Breaks Ground on the Stibnite Gold Project", "publisher": "Perpetua Resources", "url": "https://perpetuaresources.com/perpetua-resources-breaks-ground-on-the-stibnite-gold-project/", "language": "en", "datePublished": "2025-10-21", "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "Original Perpetua issuer release accessed and source-checked October 9, 2026. Its Oct 21, 2025 opening and CEO quotation report the START of Stibnite early-works construction, not the completion, commissioning or production of the whole mine. The company says its construction financial assurance was posted using cash on hand; a preliminary EXIM letter/indicative term sheet is expressly nonbinding. Registered original source only; proposed project-native construction milestone remains unreviewed." }, { "id": "src-sec-perpetua-2025-10k", "title": "Perpetua Resources Corp., Form 10-K for the year ended December 31, 2025", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465926037403/ppta-20251231x10k.htm", "language": "en", "datePublished": "2026-03-31", "dateAccessed": "2026-10-07", "sourceType": "other", "confidence": "primary", "notes": "SEC-filed annual report (Corporate Structure, printed p.9; registrant cover; notes to consolidated financial statements) identifies Perpetua Resources Corp. as incorporated in British Columbia, Canada, and its wholly owned Perpetua Resources Idaho, Inc. as the operating entity that manages Stibnite activities. It expressly distinguishes Idaho Gold Resources Company, LLC as project property holder." }, { "id": "src-perpetua-sec-2024-q2", "title": "Perpetua Resources Corp., Form 10-Q for the quarter ended June 30, 2024", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465924087827/ppta-20240630x10q.htm", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filed disclosure that the DPA TIA was definitized at $24.8 million on 25 July 2023 and modified on 2 May 2024 with an additional $34.4 million, bringing the total to $59.2 million. Also reports reimbursements under the agreement." }, { "id": "src-perpetua-sec-2026-q2", "title": "Perpetua Resources Corp., Form 10-Q for the quarter ended June 30, 2026", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465926097134/ppta-20260630x10q.htm", "language": "en", "datePublished": "2026-08-14", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filing date 2026-08-14 independently verified against SEC EDGAR accession 0001104659-26-097134 index; 2026-06-30 is the period-end, not the publication date. Filed disclosure that all $59.2 million available under the DPA TIA had been disbursed and the agreement expired 16 June 2025; also records the OTIA's later additions to a current estimated $27.1 million and ongoing reimbursements. Separately describes the EXIM board-approved $2.9 billion senior secured loan as subject to definitive documentation and conditions precedent." }, { "id": "src-perpetua-sec-dpa-definitization-2023-07-26", "title": "Perpetua Resources Corp., Form 8-K — DPA TIA definitization on July 25, 2023", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465923084027/tm2322087d1_8k.htm", "language": "en", "datePublished": null, "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "Form 8-K Item 1.01 identifies July 25, 2023 definitization of the same December 16, 2022 DPA TIA and full not-to-exceed amount $24,812,062; no other material terms changed. July 25 is the contract action date, not necessarily the EDGAR filing day. The filing publication day has not been independently verified." }, { "id": "src-perpetua-sec-dpa-amendment-2024-05-02", "title": "Perpetua Resources Corp., Form 8-K — May 2, 2024 DPA TIA amendment", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465924056419/tm2413337d1_8k.htm", "language": "en", "datePublished": null, "dateAccessed": "2026-10-09", "sourceType": "other", "confidence": "primary", "notes": "Form 8-K Item 1.01 reports that on May 2, 2024 the issuer obtained approval and entered an amendment to the SAME DPA Technology Investment Agreement, adding $34,412,114 and raising its total to $59,224,176. The modified agreement covers specified reimbursable costs through June 16, 2025. May 2 is the contract-action date; the filing/publication day has not been independently verified." }, { "id": "src-perpetua-sec-dpa-2022", "title": "Perpetua Resources Corp., Form 8-K (Defense Production Act Technology Investment Agreement)", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465922128035/tm2232993d1_8k.htm", "language": "en", "datePublished": "2022-12-19", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filed disclosure of the Technology Investment Agreement effective 16 December 2022. States that Perpetua Resources Idaho entered into an undefinitized TIA with DoD/Air Force Research Laboratory for up to $24.8 million under DPA Title III." }, { "id": "src-perpetua-sec-dotc-2023", "title": "Perpetua Resources Corp., Form 8-K (Ordnance Technology Initiative Agreement)", "publisher": "Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1526243/000110465923093671/tm2324218d1_8k.htm", "language": "en", "datePublished": "2023-08-21", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filed disclosure of the 18 August 2023 OTIA through the Defense Ordnance Technology Consortium, originally up to $15.5 million, to demonstrate a domestic antimony trisulfide supply chain using Stibnite ore and to develop a modular pilot plant." }, { "id": "src-pm-matawinie-groundbreaking-2026", "title": "Prime Minister Carney breaks ground on Nouveau Monde Graphite’s Matawinie Mine", "publisher": "Prime Minister of Canada", "url": "https://www.pm.gc.ca/en/news/news-releases/2026/05/19/prime-minister-carney-breaks-ground-nouveau-monde-graphites-matawinie", "language": "en", "datePublished": "2026-05-19", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Quick facts distinguish the December 2024 C$35.6-million CGF investment from the additional 2026 investment. Used to identify the earlier transaction behind the NRCan backgrounder amount, not to convert currencies or replace it." }, { "id": "src-fedreg-proc-11001", "title": "Proclamation 11001 of January 14, 2026: Adjusting Imports of Processed Critical Minerals and Their Derivative Products Into The United States", "publisher": "Federal Register (Office of the Federal Register, National Archives)", "url": "https://www.federalregister.gov/documents/2026/01/20/2026-01045/adjusting-imports-of-processed-critical-minerals-and-their-derivative-products-into-the-united", "language": "en", "datePublished": "2026-01-20", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Canonical Federal Register text, 91 FR 2439 (FR Doc. 2026-01045), signed 14 January 2026. Read in full 2026-09-23 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2026/01/20/2026-01045.txt). Source of the 24 October 2025 report date, the negotiation mandate and the 180-day update requirement." }, { "id": "src-exim-stibnite-transactions-2026", "title": "Project and Structured Finance Transactions — Perpetua Resources Corp.", "publisher": "Export-Import Bank of the United States", "url": "https://www.exim.gov/solutions/project-and-structured-finance/transactions", "language": "en", "datePublished": null, "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "EXIM transaction table, updated 2 July 2026, listing Perpetua Resources Corp. as a 2026 U.S. mining project-finance transaction with a financed amount of US$2.906 billion and status 'Authorized'." }, { "id": "src-fortune-dod-mp", "title": "Rare earths magnets: MP Materials stock surge, landmark deals", "publisher": "Fortune", "url": "https://fortune.com/2025/08/12/rare-earths-magnets-mp-materials-stock-surge-landmark-deals-trump-apple/", "language": "en", "datePublished": "2025-08-12", "dateAccessed": "2026-06-13", "sourceType": "news", "confidence": "secondary", "notes": "Reporting on the DoD/MP Materials partnership and subsequent deals." }, { "id": "src-eurlex-crma", "title": "Regulation (EU) 2024/1252 establishing a framework for ensuring a secure and sustainable supply of critical raw materials", "publisher": "Official Journal of the European Union (EUR-Lex)", "url": "https://eur-lex.europa.eu/eli/reg/2024/1252/oj", "language": "en", "datePublished": "2024-05-03", "dateAccessed": "2026-06-10", "sourceType": "official", "confidence": "primary", "notes": "Consolidated legal text of the Critical Raw Materials Act; entered into force 23 May 2024." }, { "id": "src-gov-uk-cms-2022", "title": "Resilience for the Future: The United Kingdom's Critical Minerals Strategy", "publisher": "Department for Business, Energy & Industrial Strategy (UK)", "url": "https://www.gov.uk/government/publications/uk-critical-mineral-strategy", "language": "en", "datePublished": "2022-07-22", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "The 2022 strategy, published 22 July 2022 and last updated 13 March 2023. The publication page now carries a withdrawal notice dated 24 November 2025; every page of the document PDF is stamped \"Withdrawn 22 November 2025\". Document read in full 2026-08-12 from https://assets.publishing.service.gov.uk/media/691b0eac84a267da57d705db/withdrawn-resilience_for_the_future_the_uks_critical_minerals_strategy.pdf. Source of the verbatim 18-mineral BGS criticality cohort and the A-C-E framing anchor." }, { "id": "src-ec-resourceeu-com-945", "title": "RESourceEU Action Plan: Accelerating our critical raw materials strategy to adapt to a new reality (COM(2025) 945 final)", "publisher": "European Commission", "url": "https://single-market-economy.ec.europa.eu/document/download/01c448d6-dc93-40d7-9afe-4c2af448d00c_en", "language": "en", "datePublished": "2025-12-03", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The Communication itself, 19 pages, read in full 2026-09-23. Section 2.1: \"Overall, as part of a Team Europe approach, the EU should mobilise EUR 3 billion of EU funds within the next 12 months in direct support of the CRM value chain\"; names the Just Transition Fund's EUR 18.7 million for Neo Performance's rare earths magnet project in Estonia, EIB loan agreements with the Strategic Projects UpCatalyst and Keliber, and the EBRD's equity of around EUR 3.6 million in the Sarytogan Graphite Strategic Project. Section 3.1: by Q2 2026 the Commission will propose restrictions on exports of permanent-magnet scraps and waste." }, { "id": "src-au-req-2026-09", "title": "Resources and energy quarterly: September 2026", "publisher": "Department of Industry, Science and Resources (Australia)", "url": "https://www.industry.gov.au/publications/resources-and-energy-quarterly-september-2026", "language": "en", "datePublished": null, "dateAccessed": "2026-10-07", "sourceType": "official", "confidence": "primary", "notes": "Official Australian resources outlook. Used for lithium dossier context: Australia expects strong growth in mined lithium output through 2031, with lithium demand driven by EV and battery-energy-storage deployment; the publication also tracks lithium hydroxide alongside spodumene." }, { "id": "src-sarytogan-ebrd-topup-received-2026", "title": "Sarytogan Graphite Limited, ASX announcement: $1.4M Funds received", "publisher": "Sarytogan Graphite Limited / ASX (announcement reproduced by Market Index)", "url": "https://www.marketindex.com.au/asx/sga/announcements/14m-funds-received-6A1323055", "language": "en", "datePublished": "2026-04-30", "dateAccessed": "2026-10-07", "sourceType": "other", "confidence": "primary", "notes": "Sarytogan's dated ASX statement of 30 April 2026 reports A$1,396,581.12 cash received from EBRD under its separately agreed 6 November 2025 top-up placement (amended 18 November 2025): 17,457,264 shares at A$0.08. Kazakhstan MIC, Australian FIRB and company shareholder conditions were fulfilled by settlement." }, { "id": "src-cgf-nmg-schedule13d-2024", "title": "Schedule 13D: Nouveau Monde Graphite Inc. — Canada Growth Fund Inc.", "publisher": "Canada Growth Fund Inc. / SEC", "url": "https://www.sec.gov/Archives/edgar/data/1649752/000089843224001047/xslSCHEDULE_13D_X01/primary_doc.xml", "language": "en", "datePublished": "2024-12-23", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Investor securities filing. Items 3–4 state the US$25-million cash purchase, December 16 subscription agreement and December 20, 2024 private placement. Warrants included in beneficial ownership are not inferred exercised or counted as additional public support." }, { "id": "src-jogmec-lynas", "title": "Securing Supply of Heavy Rare Earths to Japan with Additional Investment to Lynas", "publisher": "JOGMEC", "url": "https://www.jogmec.go.jp/english/news/release/release_00228.html", "language": "en", "datePublished": "2023-03-07", "dateAccessed": "2026-07-09", "sourceType": "official", "confidence": "primary", "notes": "JOGMEC news release on the JARE additional equity investment in Lynas and the heavy-REE offtake. Date confirmed by fetching the primary. URL canonicalized 2026-07-09 after a JOGMEC site restructure (news_10_00029.html now redirects here); content re-verified as the same release." }, { "id": "src-sec-keliber-eib-facility-agreement-2024", "title": "Sibanye Stillwater, Exhibit 4.8: 20 August 2024 EIB–Keliber Technology Oy €150 million Facility Agreement", "publisher": "Sibanye Stillwater Limited / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1786909/000178690925000019/a2017-080488685financont.htm", "language": "en", "datePublished": "2025-04-25", "dateAccessed": "2026-10-07", "sourceType": "other", "confidence": "primary", "notes": "Binding EIB €150M facility agreement executed August 20, 2024 and furnished April 25, 2025. Party definitions name Keliber Technology Oy as Borrower; Keliber Oy is an Original Guarantor. Corrects the shorthand recipient wording in EIB's August 2024 press release." }, { "id": "src-teck-trail-strategic-metals-2026", "title": "Teck, Canada Growth Fund and Canada Critical Minerals Accelerator sign Agreement to Support Strategic Metals Production at Trail Smelter", "publisher": "Teck Resources Limited", "url": "https://www.teck.com/news/news-releases/2026/teck%2C-canada-growth-fund-and-canada-critical-minerals-accelerator-sign-agreement-to-support-strategic-metals-production-at-trail-smelter", "language": "en", "datePublished": "2026-07-07", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Company release clarifying that the signed Strategic Investment Agreement is a commercial framework and that contemplated arrangements remain subject to definitive documentation and applicable approvals." }, { "id": "src-doe-thacker-pass-2024", "title": "Thacker Pass — DOE Loan Programs Office project and financial summary", "publisher": "U.S. Department of Energy, Loan Programs Office", "url": "https://www.energy.gov/edf/thacker-pass", "language": "en", "datePublished": null, "dateAccessed": "2026-10-08", "sourceType": "official", "confidence": "primary", "notes": "Official DOE project page, marked last updated October 2024: $2.26 billion ATVM direct-loan facility including $1.97B principal and about $289.7M capitalized interest, borrower then Lithium Nevada Corp, Phase 1 lithium-carbonate processing facilities in Humboldt County, Nevada. This is original closing-era amount and should not be used as the 2026 amended amount or as a disbursement." }, { "id": "src-nist-chips-usar-2026", "title": "The Department of Commerce’s CHIPS Program Announces a Letter of Intent with USA Rare Earth to Accelerate Its Domestic and Vertically Integrated \"Mine-to-Magnet\" Strategy", "publisher": "National Institute of Standards and Technology (U.S. Department of Commerce, CHIPS Program Office)", "url": "https://www.nist.gov/news-events/news/2026/01/department-commerces-chips-program-announces-letter-intent-usa-rare-earth", "language": "en", "datePublished": "2026-01-26", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Commerce's own release, read in full 2026-09-23: \"a non-binding letter of intent to provide up to $277 million in direct funding and up to $1.3 billion in a senior secured loan to USA Rare Earth (USAR) under the CHIPS and Science Act\"; two projects in Texas and Oklahoma; Commerce to receive about 16.1 million shares and a warrant for 17.6 million more." }, { "id": "src-us-army-antimony-pilot-2026", "title": "U.S. Army, Perpetua Resources, and INL launch domestic antimony sulfide processing facility", "publisher": "U.S. Army", "url": "https://www.army.mil/article/294430/u_s_army_perpetua_resources_and_inl_launch_domestic_antimony_sulfide_processing_facility", "language": "en", "datePublished": "2026-08-06", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Army article on the 29 July 2026 opening of the Idaho National Laboratory prototype antimony-sulfide processing facility. States that the Army effort began in 2023 at $27.1 million and that the separate DPA project with Perpetua totaled about $59.3 million." }, { "id": "src-ucore-mda-q2-2026", "title": "Ucore Rare Metals Inc. Management Discussion and Analysis for the three-month and six-month periods ended June 30, 2026", "publisher": "Ucore Rare Metals Inc.", "url": "https://ucore.com/FinancialStatements/Ucore_MDA_Q2_2026.pdf", "language": "en", "datePublished": "2026-08-26", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Complete 34-page MD&A reviewed, including subsequent events. Explicitly no definitive Canadian samarium/gadolinium funding agreement as of its date. Distinguishes existing Kingston demonstration operations, earlier CMRDD agreement and Louisiana development." }, { "id": "src-ucore-canada-conditional-20251031", "title": "Ucore Receives Conditional Approval from the Government of Canada for up to $36.3M for Canadian Rare Earth Processing", "publisher": "Ucore Rare Metals Inc.", "url": "https://ucore.com/ucore-receives-conditional-approval-from-the-government-of-canada-for-up-to-36-3m-for-canadian-rare-earth-processing/", "language": "en", "datePublished": "2025-10-31", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Complete issuer release reviewed. Proposed Kingston commercial samarium/gadolinium facility; funding conditional on contribution agreement execution. NRCan component expressly non-repayable." }, { "id": "src-ucore-us-ota-modification-20260914", "title": "Ucore Secures Additional US$4.6 Million from U.S. Department of War to Advance Samarium and Gadolinium Refining", "publisher": "Ucore Rare Metals Inc.", "url": "https://ucore.com/ucore-secures-additional-us4-6-million-from-u-s-department-of-war-to-advance-samarium-and-gadolinium-refining/", "language": "en", "datePublished": "2026-09-14", "dateAccessed": "2026-10-02", "sourceType": "official", "confidence": "primary", "notes": "Complete issuer release reviewed. Executed modification of a distinct US award supports Kingston process development and Louisiana Enhanced Machine A; not execution of the Canadian conditional package." }, { "id": "src-usac-2026-q1-call-sec-exhibit", "title": "United States Antimony Corporation, First Quarter 2026 Earnings Call Transcript (Exhibit 99.1 to Form 8-K)", "publisher": "United States Antimony Corporation / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/101538/000110465926062742/tm2614820d1_ex99-1.htm", "language": "en", "datePublished": "2026-05-15", "dateAccessed": "2026-10-07", "sourceType": "other", "confidence": "primary", "notes": "Company-authored transcript furnished in May 15, 2026 Form 8-K, period of report May 14. CEO's answer to Jonathan Miller's question on $27M DPA award attributes $20M to Thompson Falls and $7M to Alaska; allocation is a recipient statement and does not establish a payment or separate legal obligation for the Alaska tranche." }, { "id": "src-usac-2026-q2-10q", "title": "United States Antimony Corporation, Form 10-Q for the quarter ended June 30, 2026", "publisher": "United States Antimony Corporation / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm", "language": "en", "datePublished": "2026-08-11", "dateAccessed": "2026-10-02", "sourceType": "other", "confidence": "primary", "notes": "Filed disclosure of the DPA grant structure: $16.2M currently obligated, $10.8M subject to future authorization, $12.8M of approved milestones collected in April 2026, and substantial completion of the Thompson Falls expansion." }, { "id": "src-wh-us-au-framework-2025", "title": "United States-Australia Framework For Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths", "publisher": "The White House", "url": "https://www.whitehouse.gov/briefings-statements/2025/10/united-states-australia-framework-for-securing-of-supply-in-the-mining-and-processing-of-critical-minerals-and-rare-earths/", "language": "en", "datePublished": "2025-10-20", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Full text of the Framework as signed in Washington on 20 October 2025, read in full in a browser on 2026-09-23. Source of the financing clause (\"within 6 months ... at least $1 billion in financing to projects located in each of the United States and Australia\"), the instrument list (guarantees, loans, equity, offtake, insurance, regulatory facilitation), the price-mechanism and asset-sales clauses, and Section II's statement that the Framework creates no legally binding obligations. The financing clause does not itself say whether the $1 billion is per participant; the Australian release (src-pm-us-au-framework-2025) says each." }, { "id": "src-eib-up-catalyst-green-graphite-20240127", "title": "UP CATALYST GREEN GRAPHITE (IEU GT2) — EIB project 20240127 signature record", "publisher": "European Investment Bank", "url": "https://www.eib.org/en/projects/all/20240127", "language": "en", "datePublished": "2025-01-02", "dateAccessed": "2026-10-08", "sourceType": "official", "confidence": "primary", "notes": "EIB project 20240127 signature table: €18,000,000 on 20 December 2024; promoter UP CATALYST OU; Estonia. Venture debt for two Gen 4 synthetic graphite and MWCNT demonstrators plus R&D; InvestEU backed. The €46M figure is approximate total project cost. No drawdown or equivalence to the CRMA CO2Graphite project is established." }, { "id": "src-usar-8k-2026-06-03", "title": "USA Rare Earth, Inc. Form 8-K (June 3, 2026): Direct Funding Agreement and Loan Guarantee Agreement with the Department of Commerce", "publisher": "USA Rare Earth, Inc. / U.S. Securities and Exchange Commission (EDGAR)", "url": "https://www.sec.gov/Archives/edgar/data/1970622/000121390026064453/ea0293402-8k_usarare.htm", "language": "en", "datePublished": "2026-06-03", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "The recipient's binding filing, read in a browser on 2026-09-23. Item 1.01 describes the Direct Funding Agreement (up to $277.0 million in five project awards) and the Loan Guarantee Agreement (the DOC guarantees $1.3 billion of Federal Financing Bank advances in five project tranches), both entered into on 3 June 2026 under the \"CHIPS Incentives Program—Facilities for Semiconductor Materials and Manufacturing Equipment\"; milestone-based disbursement; equity-raise requirements; covenants; and the Securities Issuance Agreement (16,132,790 shares and a warrant for 17,600,584 shares at $17.17 to the DOC). Cover page: incorporated in Delaware. It supports contract and financing facts it states directly and is attributed to the company." }, { "id": "src-gov-uk-cms-2025", "title": "Vision 2035: Critical Minerals Strategy", "publisher": "Department for Business and Trade (UK)", "url": "https://www.gov.uk/government/publications/uk-critical-minerals-strategy", "language": "en", "datePublished": "2025-11-22", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "The strategy that replaced the 2022 document, published 22 November 2025 and last updated 23 January 2026. Read in full 2026-08-12 from https://assets.publishing.service.gov.uk/media/6937fa7833c7ace9c4a41e25/uk-critical-minerals-strategy-vision-2035.pdf. Source of the verbatim Vision 2035 statement and the four \"features of the ambition\" targets. Caveat: the document works by reference to an existing UK critical minerals list and introduces a separate forward-looking \"growth minerals\" list; the enumerated minerals coded on the event are those in the strategy's own available-support table, not a restatement of the statutory list." }, { "id": "src-allied-tungsten-expansion-20260409", "title": "タングステンの供給能力を約1.5倍に増強　総額約159億円を投資、2028年度上期稼働へ", "publisher": "株式会社アライドマテリアル (A.L.M.T. Corp.)", "url": "https://www.allied-material.co.jp/dcms_media/other/NewsRelease_20260409.pdf", "language": "ja", "datePublished": "2026-04-09", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Full one-page original Japanese PDF read and visually checked on 3 October 2026; the same announcement was corroborated on Sumitomo Electric's official 9 April release. The recipient announces approximately JPY 15.9 billion of investment in a new tungsten/tungsten-carbide powder plant and related equipment, a secured site about 1 km from Toyama Works, approximately 1.5 times current manufacturing capacity, and operation targeted for the first half of FY2028. It identifies METI supply-assurance-plan certification. It does not disclose JOGMEC grant cash receipt or confirm construction commencement. Its plant image is labelled an illustration." }, { "id": "src-jogmec-lofdal-ja", "title": "ナミビア共和国におけるレアアース探査・開発事業を行う特定目的会社の設立およびJOGMECの出資について", "publisher": "独立行政法人エネルギー・金属鉱物資源機構 (JOGMEC) / 豊田通商株式会社", "url": "https://www.jogmec.go.jp/news/release/release_01320.html", "language": "ja", "datePublished": "2026-07-30", "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "Japanese original of the joint JOGMEC / Toyota Tsusho release. Read in full 2026-08-11 and re-read at promotion 2026-08-12. Source of the verbatim Japanese framing anchor and of the 最大47.668百万カナダドル / 約54.6億円 figure. The 安定供給 sentence coded as the framing anchor is JOGMEC own; the サプライチェーン強靭化 sentence in the same release is Toyota Tsusho and is not coded. Rechecked in full on 3 October 2026. The initial SPC investment remains explicitly dated 23 July 2026, but its amount is not disclosed; the up-to-CAD-47.668-million figure is the investment ceiling. The FY2026 commercialization decision is a target, not an achieved FID or construction milestone." }, { "id": "src-moj-decree-792", "title": "中华人民共和国两用物项出口管制条例", "publisher": "国家行政法规库 (National Database of Administrative Regulations), Ministry of Justice of the PRC", "url": "http://xzfg.moj.gov.cn/front/law/detail?LawID=1735", "language": "zh", "datePublished": "2024-09-30", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Authoritative consolidated text in the State Council's official administrative-regulations database. Read in full 2026-08-12. Carries the enactment line (2024年9月18日国务院第41次常务会议通过　2024年9月30日中华人民共和国国务院令第792号公布　自2024年12月1日起施行), and is the source of the verbatim Article 1 purpose clause and the Article 4 allocation of competence to the State Council commerce department." }, { "id": "src-npc-ecl-2020", "title": "中华人民共和国出口管制法", "publisher": "全国人民代表大会 (National People's Congress of the PRC)", "url": "http://www.npc.gov.cn/c2/c30834/202010/t20201017_308277.html", "language": "zh", "datePublished": "2020-10-17", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary text of the Export Control Law on the NPC's own site, carrying the adoption line （2020年10月17日第十三届全国人民代表大会常务委员会第二十二次会议通过）. Read in full 2026-08-12. Source of the verbatim Article 1 purpose clause 为了维护国家安全和利益，履行防扩散等国际义务，加强和规范出口管制，制定本法。 Note this wording for comparison work: the statute uses 为了…，履行防扩散等国际义务, which MOFCOM Announcement No. 46 (2024) tracks in the abbreviated form 为维护国家安全和利益、履行防扩散等国际义务." }, { "id": "src-mofcom-56", "title": "商务部 海关总署公告2025年第56号 公布对部分稀土设备和原辅料相关物项实施出口管制的决定", "publisher": "中华人民共和国商务部、海关总署 (Ministry of Commerce and General Administration of Customs, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_1315078cebe04210bc35c72a4e7f7967.html", "language": "zh", "datePublished": "2025-10-09", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 56 (2025), read in full 2026-09-23. Justification clause verbatim: 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准. Lists 2B902.a–z (rare-earth production and processing equipment) and 1C914.a–c (rare-earth ores, flotation reagents and extractants); \"本公告自2025年11月8日起正式实施\"." }, { "id": "src-mofcom-57", "title": "商务部 海关总署公告2025年第57号 公布对部分中重稀土相关物项实施出口管制的决定", "publisher": "中华人民共和国商务部、海关总署 (Ministry of Commerce and General Administration of Customs, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_59ec4f6bec0b459aa4a30c4bbd0a41c1.html", "language": "zh", "datePublished": "2025-10-09", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 57 (2025), read in full 2026-09-23. Justification clause verbatim: 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准. Lists 1C909 (holmium), 1C910 (erbium), 1C911 (thulium), 1C912 (europium) and 1C913 (ytterbium) items; \"本公告自2025年11月8日起正式实施\"." }, { "id": "src-mofcom-58", "title": "商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定", "publisher": "中华人民共和国商务部、海关总署 (Ministry of Commerce and General Administration of Customs, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_79646f0161564975a938fe00fee158d5.html", "language": "zh", "datePublished": "2025-10-09", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 58 (2025), read in full 2026-09-23. Justification clause verbatim: 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准. Three item groups: lithium batteries (3A001, 3B901.a, 3E901.a), cathode materials (3C901.a.1–3, 3B901.b) and graphite anode materials (3C901.b.1, a mixed-anode entry printed as 3C902.b.2, 3B901.c.1–3, 3E901.b); \"本公告自2025年11月8日起正式实施\"." }, { "id": "src-mofcom-46", "title": "商务部公告2024年第46号 关于加强相关两用物项对美国出口管制的公告", "publisher": "中华人民共和国商务部 (Ministry of Commerce, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2024/art_3d5e990b43424e60828030f58a547b60.html", "language": "zh", "datePublished": "2024-12-03", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 46 (2024). Read 2026-08-12. Justification clause verbatim: 为维护国家安全和利益、履行防扩散等国际义务 — this text does carry the non-proliferation limb, which Announcement No. 61 (2025) does not. Names 镓 (gallium), 锗 (germanium), 锑 (antimony) and 超硬材料 (superhard materials) for the US export ban, with 石墨 (graphite) subject to stricter end-use review. Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the primary rather than restored from a copy." }, { "id": "src-mofcom-72", "title": "商务部公告2025年第72号 公布调整实施商务部公告2024年第46号的决定", "publisher": "中华人民共和国商务部 (Ministry of Commerce, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_5c68985a6b1a46778e2e8dbff1bb1601.html", "language": "zh", "datePublished": "2025-11-09", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 72 (2025), which suspends the second paragraph of Announcement No. 46 (2024) — the gallium/germanium/antimony/superhard-materials export ban on the United States. Read 2026-08-12; the operative sentence gives the suspension window verbatim as 自即日起至2026年11月27日 (from the date of issue to 27 November 2026). Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the primary rather than restored from a copy." }, { "id": "src-mofcom-61", "title": "商务部公告2025第61号 公布对境外相关稀土物项实施出口管制的决定", "publisher": "中华人民共和国商务部 (Ministry of Commerce, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_7fc9bff0fb4546ecb02f66ee77d0e5f6.html", "language": "zh", "datePublished": "2025-10-09", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 61 (2025), the extraterritorial rare-earth measure. Read 2026-08-12. Justification clause verbatim: 为维护国家安全和利益，根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》等法律法规相关规定，经中国国务院批准. The text contains no 防扩散 (non-proliferation) limb and no reference to international commitments, which is why the framing claim on this event codes national security only. Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the primary rather than restored from a copy." }, { "id": "src-mofcom-62", "title": "商务部公告2025第62号 公布对稀土相关技术实施出口管制的决定", "publisher": "中华人民共和国商务部 (Ministry of Commerce, PRC)", "url": "https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_6cb42957741440c6984de696b70df9ae.html", "language": "zh", "datePublished": "2025-10-09", "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "Chinese primary for Announcement No. 62 (2025), read in full 2026-09-23. Justification clause verbatim: 为维护国家安全和利益，根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》等法律法规相关规定，经国务院批准. Like No. 61 it carries no non-proliferation limb. Controls 1E902.a (rare-earth mining, smelting-separation, metal-smelting, magnet-manufacturing and secondary-recovery technology and its carriers) and 1E902.b (production-line assembly, commissioning, maintenance, repair and upgrading technology); \"本公告自发布之日起实施\". The two .wps annexes are filing guides, not item lists." }, { "id": "src-mofcom-antismuggling-2025", "title": "国家出口管制工作协调机制办公室部署开展打击战略矿产走私出口专项行动 (National Export Control Coordination Mechanism Office deploys special campaign against strategic-mineral smuggling)", "publisher": "中华人民共和国商务部 (Ministry of Commerce, PRC)", "url": "http://www.mofcom.gov.cn/zwgk/jgdt/art/2025/art_2f8636687d014b2c84384628b01ab410.html", "language": "zh", "datePublished": "2025-05-09", "dateAccessed": "2026-09-22", "sourceType": "official", "confidence": "primary", "notes": "MOFCOM's own notice of a special enforcement campaign against smuggling and illegal export of strategic minerals, held as an on-site meeting in Shenzhen. Names gallium, germanium, antimony, tungsten and medium/heavy rare earths explicitly; names false declaration/concealment, concealed smuggling and third-country transshipment as the targeted evasion methods; and states that strengthening export controls on strategic mineral resources relates to national security and development interests." }, { "id": "src-gov-cn-decree-785", "title": "稀土管理条例（国令第785号）", "publisher": "中华人民共和国国务院 (State Council of the PRC), via 中国政府网", "url": "https://www.gov.cn/zhengce/content/202406/content_6960152.htm", "language": "zh", "datePublished": "2024-06-29", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Full text of the Regulations on Rare Earth Administration on the State Council's own portal, with the document metadata block giving 发文字号 国令第785号, 成文日期 2024年06月22日 and 发布日期 2024年06月29日. Read in full 2026-08-12. Source of the verbatim Article 1 purpose clause and of Articles 4, 8, 10, 13, 14, 15 and 16 (state ownership, designated-enterprise regime, total-quantity control, illegal-product prohibition, traceability system, export-control cross-reference and the reserve system)." }, { "id": "src-egov-jp-espa-2022", "title": "経済施策を一体的に講ずることによる安全保障の確保の推進に関する法律（令和四年法律第四十三号）", "publisher": "e-Gov法令検索, Digital Agency, Government of Japan", "url": "https://laws.e-gov.go.jp/law/504AC0000000043", "language": "ja", "datePublished": "2022-05-18", "dateAccessed": "2026-08-12", "sourceType": "official", "confidence": "primary", "notes": "Official consolidated text of the Economic Security Promotion Act in the Government of Japan's statutory database. Metadata (law_num 令和四年法律第四十三号, promulgation_date 2022-05-18) and the Article 1 purpose clause read 2026-08-12 from the e-Gov API at https://laws.e-gov.go.jp/api/2/law_data/504AC0000000043 — the page URL cited above is a JavaScript shell that returns no text to an automated client, so re-verify via the API. No official English translation was located for this Act in this session; the English title and the Article 1 rendering are this project's own." }, { "id": "src-meti-critical-minerals-certified-plans", "title": "重要鉱物（経済安全保障推進法に基づく認定供給確保計画）", "publisher": "経済産業省 (Ministry of Economy, Trade and Industry, Japan)", "url": "https://www.meti.go.jp/policy/economy/economic_security/metal/index.html", "language": "ja", "datePublished": null, "dateAccessed": "2026-09-23", "sourceType": "official", "confidence": "primary", "notes": "METI's critical-minerals page, section 4 (認定供給確保計画): each certified supply-assurance plan with the business, certification number, the undertaking and the approximate subsidy (※助成額は約○億円), and the certification date. Read in full in a browser on 2026-09-23 (the site refuses automated clients); eleven plans listed, the latest certified on 16 September 2026. The page is updated in place and carries no publication date for the list." }, { "id": "src-jogmec-critical-minerals-grants", "title": "重要鉱物助成金交付事業", "publisher": "独立行政法人エネルギー・金属鉱物資源機構 (JOGMEC)", "url": "https://www.jogmec.go.jp/activities/metal/critical-grant.html", "language": "ja", "datePublished": null, "dateAccessed": "2026-10-03", "sourceType": "official", "confidence": "primary", "notes": "JOGMEC's page for the critical-minerals grant programme under the Economic Security Promotion Act, read in full 2026-09-23. It pays certified businesses \"当該取組に係る申請者負担額の1／2の助成金\" (a grant of half the applicant's cost of the undertaking) and lists the grant decisions (交付決定事業) with approximate amounts and the fiscal year of the decision: nine as read, the latest three in 令和8年度 (FY2026). Rechecked in full on 3 October 2026 against the current official page (ten grant-decision rows). Allied Material remains an approximately JPY 7.5 billion decision in FY2025, without a calendar decision date or cash-payment disclosure. The 助成率 table states half the applicant's costs as an upper limit, not an exact project-wide ratio." } ], "financialCommitments": [ { "id": "fin-au-alcoa-sojitz-gallium-2025-equity", "eventId": "evt-us-au-framework-2025", "relationships": [ { "commitmentId": "fin-us-au-framework-2025-au-financing", "relationship": "part_of", "sourceId": "src-pm-us-au-framework-2025", "locator": "Fourth to sixth paragraphs", "note": "The release introduces the project as one of the pipeline's priority projects with financial commitments announced the same day; that it counts towards Australia's USD 1 billion is implied, not stated." } ], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "200000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "up to USD$200 million in concessional equity finance for the project", "currencyBasis": "stated" }, "provider": "Australian Government", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Alcoa-Sojitz Gallium Recovery Project", "recipientOrgIds": [], "project": "Gallium recovery at the Alcoa-Sojitz project", "projectId": "prj-au-alcoa-sojitz-gallium", "facility": null, "locations": [ { "countryCode": "AU", "subnational": "Western Australia", "asStated": "Wagerup, Western Australia" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": null } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-08-24", "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "note": "Alcoa states that the 24 August 2026 groundbreaking marked the start of construction at Wagerup." } ], "terms": [], "outcomes": [ { "metric": "supply_share", "value": "10", "qualifier": "up_to", "unit": "% of total global gallium supply", "targetDate": null, "asStated": "This project will provide up to 10 per cent of total global gallium supply.", "statedBy": "government", "sourceId": "src-pm-us-au-framework-2025", "note": "The Australian Government's statement of the project's potential, not an estimate made here." } ], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status", "outcomes" ], "evidence": "explicit", "locator": "Fifth and sixth paragraphs", "note": null }, { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "relationships" ], "evidence": "ambiguous", "locator": "Fourth paragraph", "note": "Presented as one of the pipeline's priority projects; the release does not say this equity counts towards the USD 1 billion." }, { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Sixth paragraph", "note": "\"Gallium Recovery Project\": recovery of gallium in processing, as the project name describes it." }, { "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "Supports the project's physical construction status only; it does not establish execution or payment of this specific public financial instrument." } ], "notes": "The release says the equity finance \"includes a right of offtake for the Australian Government\", recorded as its own row, and that \"Japan has already provided 50 percent of the project costs to date\"; no Japanese row is recorded because no amount or instrument is stated. Lifecycle review on 2 October 2026 confirmed physical construction began on 24 August 2026. The reviewed primary sources did not establish that this specific government equity/offtake instrument had been legally executed or paid, so its financial status is not promoted beyond the existing announced state.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-au-alcoa-sojitz-gallium-2025-offtake-right", "eventId": "evt-us-au-framework-2025", "relationships": [], "instrument": "offtake", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "Australian Government", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Alcoa-Sojitz Gallium Recovery Project", "recipientOrgIds": [], "project": "Gallium recovery at the Alcoa-Sojitz project", "projectId": "prj-au-alcoa-sojitz-gallium", "facility": null, "locations": [ { "countryCode": "AU", "subnational": "Western Australia", "asStated": "Wagerup, Western Australia" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": null } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-08-24", "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "note": "Alcoa states that the 24 August 2026 groundbreaking marked the start of construction at Wagerup." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "project", "location", "materials", "status" ], "evidence": "explicit", "locator": "Sixth paragraph", "note": "\"which includes a right of offtake for the Australian Government\"" }, { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Sixth paragraph", "note": null }, { "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "Supports the project's physical construction status only; it does not establish execution or payment of this specific public financial instrument." } ], "notes": "No share or volume is stated. Lifecycle review on 2 October 2026 confirmed physical construction began on 24 August 2026. The reviewed primary sources did not establish that this specific government equity/offtake instrument had been legally executed or paid, so its financial status is not promoted beyond the existing announced state.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-au-arafura-nolans-2025-equity", "eventId": "evt-us-au-framework-2025", "relationships": [ { "commitmentId": "fin-us-au-framework-2025-au-financing", "relationship": "part_of", "sourceId": "src-pm-us-au-framework-2025", "locator": "Fourth and seventh paragraphs", "note": "Presented as one of the pipeline's priority projects with financial commitments announced the same day." } ], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "100000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "a USD$100 million equity investment in the project", "currencyBasis": "stated" }, "provider": "Australian Government", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Arafura Rare Earths Limited", "recipientOrgIds": [ "org-arafura-rare-earths" ], "project": "Nolans rare earths project", "projectId": "prj-au-nolans", "facility": null, "locations": [ { "countryCode": "AU", "subnational": "Northern Territory", "asStated": "the Northern Territory" } ], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": null }, { "status": "contracted", "date": "2026-04-01", "sourceId": "src-arafura-nolans-efa-subscription-2026", "note": "Arafura executed a binding US$100 million subscription agreement with Export Finance Australia; completion remained subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [ { "metric": "supply_share", "value": "5", "qualifier": "exact", "unit": "% of global rare earths", "targetDate": null, "asStated": "Once operational, this project will produce 5 per cent of global rare earths", "statedBy": "government", "sourceId": "src-pm-us-au-framework-2025", "note": "The Australian Government's statement, not an estimate made here." } ], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status", "outcomes" ], "evidence": "explicit", "locator": "Seventh and eighth paragraphs", "note": null }, { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "relationships" ], "evidence": "ambiguous", "locator": "Fourth paragraph", "note": "That this equity counts towards Australia's USD 1 billion is implied, not stated." }, { "sourceId": "src-arafura-nolans-efa-subscription-2026", "supports": [ "instrument", "amount", "provider", "status", "project", "recipient" ], "evidence": "explicit", "locator": "Overview and Export Finance Australia section (pp. 1–2); Annexure B (p. 6)", "note": "Binding US$100M EFA subscription is for fully paid ordinary shares in Arafura Rare Earths Limited, not shares in a legally distinct Nolans project. Amount and status are unchanged; completion subject to conditions precedent." } ], "notes": "The US$100 million EFA equity support announced in October 2025 became a binding subscription agreement on 1 April 2026. Completion remained subject to conditions precedent, so no disbursement is inferred. A 2 October 2026 lifecycle review found primary company material still tying full construction commencement to financing/settlement milestones; no later primary source reviewed cleanly confirmed full construction commencement, so no physical construction status is recorded here. The April 2026 ASX disclosure identifies Arafura Rare Earths Limited as the legal share issuer/recipient of EFA's agreed investment; Nolans is the project to which proceeds are intended to be applied, not a share-issuing entity.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-au-cmf-2026-expanded-facility", "eventId": "evt-au-cmsr-2026", "relationships": [], "instrument": "mixed", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "5000000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "the expanded $5 billion Critical Minerals Facility", "currencyBasis": "issuer_context" }, "provider": "Australian Government (Critical Minerals Facility)", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": "prg-au-cmf", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "not_stated", "date": null, "sourceId": "src-au-industry-cmsr", "note": "The release describes the facility as expanded and existing; it gives no date or status for the expansion." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "programme" ], "evidence": "explicit", "locator": "Paragraph on Reserve funding", "note": "\"which provides government-backed loans and equity support for projects\"" }, { "sourceId": "src-au-industry-cmsr", "supports": [ "status" ], "evidence": "explicit", "locator": "Paragraph on Reserve funding", "note": null } ], "notes": "Recorded because the Reserve's A$1 billion for transactions is drawn from it. An envelope, never added to the awards or transactions drawn from it." }, { "id": "fin-au-cmpti-2025-production-tax-offset", "eventId": "evt-au-cmpti-2025", "relationships": [], "instrument": "tax_credit", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "Commonwealth of Australia (refundable tax offset)", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": "Future Made in Australia (Production Tax Credits and Other Measures) Act 2025 (Act No. 9 of 2025), Schedule 2, inserting Division 419 into the Income Tax Assessment Act 1997", "programmeId": "prg-au-cmpti", "recipient": "Constitutional corporations with registered CMPTI processing activities", "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [ { "countryCode": "AU", "subnational": null, "asStated": "one or more facilities in Australia" } ], "stages": [ "processing", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "antimony", "gallium", "germanium", "graphite", "rare-earth-elements", "dysprosium", "neodymium", "praseodymium", "terbium", "tungsten", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "arsenic", "beryllium", "bismuth", "chromium", "fluorine", "hafnium", "high purity alumina", "indium", "magnesium", "manganese", "molybdenum", "niobium", "platinum-group elements (iridium, osmium, palladium, platinum, rhodium, ruthenium)", "rhenium", "scandium", "selenium", "silicon", "tantalum", "tellurium", "titanium", "vanadium", "zirconium", "a thing prescribed by the regulations (not uranium)" ], "financialStatusHistory": [ { "status": "authorized", "date": "2025-02-14", "sourceId": "src-legislation-au-cmpti-2025", "note": "Act No. 9 of 2025, made 14 February 2025." } ], "implementationStatusHistory": [], "terms": [ { "kind": "tax_credit_rate", "value": "10", "qualifier": "exact", "currency": null, "unit": "% of CMPTI expenditure", "asStated": "The amount of the CMPTI tax offset for the income year is equal to 10% of the company's total CMPTI expenditure", "sourceId": "src-legislation-au-cmpti-2025", "note": "Reducible under community benefit rules (s 419-10(2))." }, { "kind": "duration", "value": "10", "qualifier": "exact", "currency": null, "unit": "income years", "asStated": "A registration can be in force for 10 income years during the period starting on 1 July 2027 and ending on 30 June 2040.", "sourceId": "src-legislation-au-cmpti-2025", "note": null }, { "kind": "other", "value": null, "qualifier": null, "currency": null, "unit": null, "asStated": "the income year: (i) starts on or after 1 July 2027; and (ii) ends on or before 30 June 2040", "sourceId": "src-legislation-au-cmpti-2025", "note": "Window of eligible income years (s 419-5(1)(b))." } ], "outcomes": [], "evidence": [ { "sourceId": "src-legislation-au-cmpti-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "legal_authority", "recipient", "location", "stages", "materials", "status", "terms", "programme" ], "evidence": "explicit", "locator": "Schedule 2, ss 419-5, 419-10, 419-15, 419-20 (pp. 36–39 of the authorised PDF)", "note": null } ], "notes": "A statutory entitlement with no stated aggregate amount, so it contributes no figure to any total. \"Processing\" and \"refining\" render s 419-20's \"substantially transforming a feedstock ... through extractive metallurgical processing into a purer or more refined form\". The Act lists scandium separately from the rare-earth elements; it is kept as the Act lists it." }, { "id": "fin-au-cmsr-2026-reserve", "eventId": "evt-au-cmsr-2026", "relationships": [], "instrument": "mixed", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1200000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "$1.2 billion Critical Minerals Strategic Reserve", "currencyBasis": "issuer_context" }, "provider": "Australian Government", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": "prg-au-cmsr", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "antimony", "gallium", "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-01-12", "sourceId": "src-au-industry-cmsr", "note": "New details of an already announced Reserve; the release says enabling legislation for Export Finance Australia will be brought forward in 2026." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Opening paragraph; paragraphs on first minerals and operation", "note": "Operates \"by securing rights to minerals produced in Australia and on-selling those rights\", with a separate allocation for selective stockpiling." } ], "notes": "The parent of two stated components, A$1 billion for transactions and A$185 million for stockpiling and implementation costs. The components sum to A$1.185 billion against the A$1.2 billion headline; the release does not explain the gap and none is inferred. Materials are the Reserve's stated first focus." }, { "id": "fin-au-cmsr-2026-stockpiling-allocation", "eventId": "evt-au-cmsr-2026", "relationships": [ { "commitmentId": "fin-au-cmsr-2026-reserve", "relationship": "part_of", "sourceId": "src-au-industry-cmsr", "locator": "Paragraph on Reserve funding", "note": null } ], "instrument": "stockpile_purchase", "valueRole": "budget_appropriation", "capitalSource": "public", "amount": { "value": "185000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "A further $185 million has been allocated for selective stockpiling of minerals, where required, and other implementation costs.", "currencyBasis": "issuer_context" }, "provider": "Australian Government", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": "prg-au-cmsr", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "stockpiling" ], "stageAllocation": "single_stage", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "allocated", "date": null, "sourceId": "src-au-industry-cmsr", "note": "The allocation date is not stated." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "value_role", "capital_source", "amount", "provider", "relationships", "stages", "status", "programme" ], "evidence": "explicit", "locator": "Paragraph on Reserve funding", "note": null }, { "sourceId": "src-au-industry-cmsr", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Paragraph on Reserve funding", "note": "The allocation also covers \"other implementation costs\", and no split is given." } ], "notes": null }, { "id": "fin-au-cmsr-2026-transactions", "eventId": "evt-au-cmsr-2026", "relationships": [ { "commitmentId": "fin-au-cmf-2026-expanded-facility", "relationship": "drawn_from", "sourceId": "src-au-industry-cmsr", "locator": "Paragraph on Reserve funding", "note": null }, { "commitmentId": "fin-au-cmsr-2026-reserve", "relationship": "part_of", "sourceId": "src-au-industry-cmsr", "locator": "Paragraph on Reserve funding", "note": null } ], "instrument": "unspecified", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1000000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "The Reserve includes $1 billion for transactions to be drawn from the expanded $5 billion Critical Minerals Facility", "currencyBasis": "issuer_context" }, "provider": "Australian Government (Department of Industry, Science and Resources, with Export Finance Australia)", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-disr" ], "legalAuthority": null, "programmeId": "prg-au-cmf", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-01-12", "sourceId": "src-au-industry-cmsr", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "relationships", "status", "programme" ], "evidence": "explicit", "locator": "Paragraphs on Reserve funding and delivery", "note": null } ], "notes": "The release does not say which instruments the transactions will use. The facility it is drawn from provides loans and equity support, and the Reserve operates by securing and on-selling rights to minerals." }, { "id": "fin-ca-cgf-cyclic-2026-equity", "eventId": "evt-ca-cgf-cyclic-2026", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "25000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "US$25 million", "currencyBasis": "stated" }, "provider": "Canada Growth Fund", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-canada-growth-fund" ], "legalAuthority": null, "programmeId": null, "recipient": "Cyclic Materials Inc.", "recipientOrgIds": [ "org-cyclic-materials" ], "project": "Kingston Centre of Excellence for Rare Earth Recycling", "projectId": "prj-ca-cyclic-kingston-centre-of-excellence", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "stages": [ "processing", "recycling", "research_development" ], "stageAllocation": "multi_stage_unallocated", "financialStatusHistory": [ { "status": "contracted", "date": "2026-01-20", "sourceId": "src-cgf-cyclic-2026", "note": "The CGF release says it \"has invested\" US$25 million and describes the transaction as part of a Series C preferred-equity round. Recorded as a binding equity transaction, not as disbursed cash because no payment timing is stated." } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-01-20", "sourceId": "src-cgf-cyclic-2026", "note": "The release says Cyclic was \"now constructing its first commercial-scale Hub in Kingston\"." } ], "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" }, "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-cgf-cyclic-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening paragraphs; Transaction Highlights; company description", "note": "The source identifies preferred equity, the public investor, Cyclic, the amount, Kingston Centre expansion/Hub, rare-earth recycling and processing, and current construction." } ], "notes": "CGF says the US$25 million supports expansion of the Kingston Centre of Excellence, Canadian R&D, execution of the first Hub and broader commercialization. The row links the named Kingston project because the source directly supports it, but the amount is not treated as exclusively allocated to construction or any single stage." }, { "id": "fin-ca-cmrdd-2024-cyclic-materials", "eventId": "evt-ca-nrcan-cmrdd-2024", "relationships": [ { "commitmentId": "fin-ca-cmrdd-2024-kingston-awards", "relationship": "part_of", "sourceId": "src-nrcan-cmrdd-2024", "locator": "Opening paragraph", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "4893125", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Amount funded: $4,893,125", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Research, Development and Demonstration program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": "prg-ca-cmrdd", "recipient": "Cyclic Materials Incorporated", "recipientOrgIds": [ "org-cyclic-materials" ], "project": "Demonstration plant producing high-purity mixed rare earth oxide and a cobalt–nickel mixed hydroxide product from recycled materials", "projectId": "prj-ca-cyclic-kingston-demonstration-plant", "facility": null, "locations": [], "stages": [ "recycling" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements", "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2024-07-17", "sourceId": "src-canada-grant-cyclic-cmrdd-2024", "note": "The Government of Canada disclosure records agreement CMRDD2-048 with an agreement period beginning 17 July 2024." } ], "implementationStatusHistory": [ { "status": "completed", "date": null, "sourceId": "src-nrcan-cmrdd-programme", "note": "NRCan's funded-project page states that the Kingston Demonstration Plant – Extended Operations project was launched in 2024 and completed in March 2026. The exact completion day is not stated, so no date is invented." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "project", "relationships", "stages", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Paragraph on Cyclic Materials", "note": null }, { "sourceId": "src-nrcan-cmrdd-programme", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "Funded Projects: \"Kingston Demonstration Plant – Extended Operations\"", "note": "The programme page lists the exact amount funded; the 2024 release rounds it to \"$4.9 million\". Currency read from the issuing government (a Canadian federal page printing \"$\")." }, { "sourceId": "src-canada-grant-cyclic-cmrdd-2024", "supports": [ "status" ], "evidence": "explicit", "locator": "Agreement number CMRDD2-048; Agreement Date", "note": "Official grant disclosure establishes the binding agreement and its 17 July 2024 start date." } ], "notes": "The 4 September 2024 release publicized NRCan support; the official grants-and-contributions disclosure shows that agreement CMRDD2-048 was already in force from 17 July 2024 through 31 March 2026. NRCan's standing CMRDD page gives the exact C$4,893,125 funded amount and records the Kingston demonstration project as completed in March 2026. No payment timing is stated, so the financial lifecycle is not promoted beyond contracted.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-cmrdd-2024-green-graphite", "eventId": "evt-ca-nrcan-cmrdd-2024", "relationships": [ { "commitmentId": "fin-ca-cmrdd-2024-kingston-awards", "relationship": "part_of", "sourceId": "src-nrcan-cmrdd-2024", "locator": "Opening paragraph", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "3500000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "NRCan is providing $3.5 million to GGT for this initiative", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Research, Development and Demonstration program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": "prg-ca-cmrdd", "recipient": "Green Graphite Technologies Inc.", "recipientOrgIds": [ "org-green-graphite-technologies" ], "project": "Demonstrating GraphRenew technology to recover graphite from secondary sources and upgrade it to lithium-ion battery-grade graphite", "projectId": "prj-ca-ggt-graphite-recycling-pilot", "facility": null, "locations": [], "stages": [ "recycling" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2024-08-09", "sourceId": "src-canada-grant-ggt-cmrdd-2024", "note": "The Government of Canada disclosure records agreement CMRDD2-039 with an agreement period beginning 9 August 2024." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "relationships", "stages", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Paragraph on Green Graphite Technologies", "note": null }, { "sourceId": "src-canada-grant-ggt-cmrdd-2024", "supports": [ "status" ], "evidence": "explicit", "locator": "Agreement number CMRDD2-039; Agreement Date", "note": "Official grant disclosure establishes the binding agreement and its 9 August 2024 start date." } ], "notes": "The 4 September 2024 release publicized the C$3.5 million support, while the official grants-and-contributions disclosure shows agreement CMRDD2-039 running from 9 August 2024 through 31 March 2026. The standing CMRDD page still describes the project as launched in 2024 and expected to be completed by 2026; the 2026 follow-up found no primary source that cleanly ties a later physical milestone to this exact GraphRenew CMRDD project, so no implementation status is inferred.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-cmrdd-2024-kingston-awards", "eventId": "evt-ca-nrcan-cmrdd-2024", "relationships": [ { "commitmentId": "fin-ca-cms-2022-budget-envelope", "relationship": "drawn_from", "sourceId": "src-nrcan-cmrdd-2024", "locator": "Quick facts", "note": "The release says the CMRDD \"is part of the Canadian Critical Minerals Strategy\" and that \"Budget 2022 provided $3.8 billion over eight years to implement\" it." } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "8400000", "currency": "CAD", "qualifier": "approximately", "amountAsStated": "almost $8.4 million in investments", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Research, Development and Demonstration program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": "prg-ca-cmrdd", "recipient": "Cyclic Materials Incorporated and Green Graphite Technologies Inc.", "recipientOrgIds": [ "org-cyclic-materials", "org-green-graphite-technologies" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "recycling" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements", "graphite", "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2024-09-04", "sourceId": "src-nrcan-cmrdd-2024", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "relationships", "stages", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Opening paragraph; Quick facts", "note": null } ], "notes": "The announcement total; its two awards are recorded as parts of it. \"Almost $8.4 million\" is the release's own rounding of $4.9 million plus $3.5 million." }, { "id": "fin-ca-cmrdd-2024-noram-lithium", "eventId": "evt-ca-nrcan-lithium-processing-2024", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "4500000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "$4,500,000 investment", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Research, Development and Demonstration program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": "prg-ca-cmrdd", "recipient": "NORAM Electrolysis Systems Inc.", "recipientOrgIds": [ "org-noram-electrolysis-systems" ], "project": "Electrolysis for Lithium Production and Recycling", "projectId": "prj-ca-noram-lithium-electrolysis", "facility": "new test centre", "locations": [], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2024-07-08", "sourceId": "src-canada-grant-noram-cmrdd-2024", "note": "Official grants disclosure records agreement CMRDD2-021 from 8 July 2024 through 31 March 2027." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2024-07-11", "sourceId": "src-nrcan-lithium-processing-2024", "note": "The release describes an industrial-scale demonstration at NESI's new test centre; no later physical milestone is established in the sources reviewed for this tranche." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-lithium-processing-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "stages", "materials", "status", "programme", "facility" ], "evidence": "explicit", "locator": "Opening paragraph; NESI investment paragraph", "note": "Currency is read from the Canadian federal issuer context." }, { "sourceId": "src-canada-grant-noram-cmrdd-2024", "supports": [ "amount", "recipient", "project", "status", "programme" ], "evidence": "explicit", "locator": "Agreement CMRDD2-021", "note": "Establishes the exact agreement value and binding agreement period." } ], "notes": "Binding agreement verified through the federal grants disclosure. No payment/disbursement timing is stated, so contracted is not treated as paid.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-07", "implementationStatusCheckedAt": "2026-10-07" } }, { "id": "fin-ca-cmrdd-2024-saltworks-lithium", "eventId": "evt-ca-nrcan-lithium-processing-2024", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "4937500", "currency": "CAD", "qualifier": "exact", "amountAsStated": "$4,937,500 investment", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Research, Development and Demonstration program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": "prg-ca-cmrdd", "recipient": "Saltworks Technologies Inc.", "recipientOrgIds": [ "org-saltworks-technologies" ], "project": "Concentration and conversion of Canadian lithium brine into lithium battery precursors", "projectId": "prj-ca-saltworks-lithium-brine", "facility": null, "locations": [], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2024-07-11", "sourceId": "src-nrcan-lithium-processing-2024", "note": "The release published 11 July says the Minister announced the investments 'yesterday'. No matching CMRDD agreement record for this exact C$4,937,500 award was located in the reviewed public disclosures, so the row is not promoted beyond announced." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2024-07-11", "sourceId": "src-nrcan-lithium-processing-2024", "note": "The release states the investment will accelerate concentration and conversion of Canadian lithium brine using technologies already developed and tested by Saltworks; no construction/operational milestone is stated." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-lithium-processing-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "stages", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Opening paragraph; Saltworks investment paragraph", "note": "Currency is read from the Canadian federal issuer context." } ], "notes": "Exact announced amount from the NRCan release. The source establishes a government investment and project purpose but not a binding agreement or payment; absent a matching agreement disclosure, financial standing remains announced.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-07", "implementationStatusCheckedAt": "2026-10-07" } }, { "id": "fin-ca-cms-2022-budget-envelope", "eventId": "evt-ca-cms-2022", "relationships": [], "instrument": "unspecified", "valueRole": "budget_appropriation", "capitalSource": "public", "amount": { "value": "3800000000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "backed by up to $3.8 billion in federal funding allocated in Budget 2022", "currencyBasis": "issuer_context" }, "provider": "Government of Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-government" ], "legalAuthority": null, "programmeId": "prg-ca-cms", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "exploration", "processing", "recycling", "research_development" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "allocated", "date": null, "sourceId": "src-nrcan-cms-2022", "note": "Allocated in Budget 2022; the release gives no date for the allocation." }, { "status": "announced", "date": "2022-12-09", "sourceId": "src-nrcan-cms-2022", "note": "The Strategy was released in Vancouver on 9 December 2022." } ], "implementationStatusHistory": [], "terms": [ { "kind": "duration", "value": "8", "qualifier": "exact", "currency": null, "unit": "years", "asStated": "Budget 2022 provided $3.8 billion over eight years to implement the Canadian Critical Minerals Strategy.", "sourceId": "src-nrcan-cmrdd-2024", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-cms-2022", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "stages", "status", "programme" ], "evidence": "explicit", "locator": "Opening paragraph", "note": "\"from geoscience and exploration to mineral processing, manufacturing and recycling applications, including support for research, development and technological deployment\"" }, { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "terms" ], "evidence": "explicit", "locator": "Quick facts", "note": null } ], "notes": "\"Manufacturing\" in the release is not mapped to a stage: it does not say which manufacturing. The release is not an itemised budget, so no component amounts are recorded for it." }, { "id": "fin-ca-feddev-cyclic-2025-contribution", "eventId": "evt-ca-feddev-cyclic-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "5000000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "$5,000,000.00", "currencyBasis": "issuer_context" }, "provider": "Federal Economic Development Agency for Southern Ontario", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-feddev-ontario" ], "legalAuthority": null, "programmeId": null, "recipient": "Cyclic Materials Inc.", "recipientOrgIds": [ "org-cyclic-materials" ], "project": "Kingston Centre of Excellence for Rare Earth Recycling", "projectId": "prj-ca-cyclic-kingston-centre-of-excellence", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "stages": [ "recycling" ], "stageAllocation": "single_stage", "financialStatusHistory": [ { "status": "contracted", "date": "2025-09-01", "sourceId": "src-open-canada-feddev-cyclic-2025", "note": "The federal disclosure provides an agreement number, agreement value and agreement period beginning 1 September 2025." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2025-06-11", "sourceId": "src-cyclic-centre-excellence-2025", "note": "Cyclic announced the Kingston Centre of Excellence and its first commercial Hub." }, { "status": "construction", "date": "2026-01-20", "sourceId": "src-cgf-cyclic-2026", "note": "The later CGF release says the first commercial-scale Kingston Hub was under construction." } ], "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" }, "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-open-canada-feddev-cyclic-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Agreement Number; Agreement Value; Agreement Date; Description; Organization; Agreement Type; Recipient; Program", "note": "The disclosure calls the instrument a \"Contribution\". The tracker keeps instrument unspecified because this source does not state whether the contribution is repayable and no narrower tracker instrument can be assigned safely." }, { "sourceId": "src-cyclic-centre-excellence-2025", "supports": [ "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Announcement body; A Strategic Facility Serving a Circular Future", "note": null }, { "sourceId": "src-cgf-cyclic-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Company description", "note": "Supports the later construction status only." } ], "notes": "The Government of Canada disclosure records Agreement 1019177 under FedDev Ontario's Business Scale-up and Productivity program. The agreement runs through 30 September 2028. Because the disclosure says only \"Contribution\", the tracker does not assume grant/non-repayable treatment." }, { "id": "fin-ca-g7-2025-focus-graphite-gpi", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "14100000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "a conditionally approved investment of up to $14.1 million from Natural Resources Canada’s Global Partnerships Initiative", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Global Partnerships Initiative)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "Focus Graphite", "recipientOrgIds": [ "org-focus-graphite" ], "project": "Chemical-free electrothermal purification project for natural flake graphite", "projectId": "prj-ca-focus-graphite-electrothermal-purification", "facility": null, "locations": [], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "\"conditionally approved\"." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials" ], "evidence": "explicit", "locator": "Research and development projects: Focus Graphite", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Research and development projects: Focus Graphite", "note": "High-temperature purification of flake graphite, read as processing." } ], "notes": "In collaboration with Ukraine's Thermal & Material Engineering Center and American Energy Technologies Company; the graphite comes from the Lac Knife and Lac Tétépisca deposits." }, { "id": "fin-ca-g7-2025-nmg-canada-growth-fund", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "35000000", "currency": "CAD", "qualifier": "at_least", "amountAsStated": "more than $35 million from the Canada Growth Fund", "currencyBasis": "issuer_context" }, "provider": "Canada Growth Fund", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-canada-growth-fund" ], "legalAuthority": null, "programmeId": null, "recipient": "Nouveau Monde Graphite", "recipientOrgIds": [ "org-nouveau-monde-graphite" ], "project": null, "projectId": "prj-ca-nmg-matawinie", "facility": null, "locations": [], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "not_stated", "date": null, "sourceId": "src-nrcan-g7-cmpa-2025", "note": "Named among the investments the Alliance announcement \"builds on\"; the backgrounder does not state their stage or date." }, { "status": "contracted", "date": "2024-12-16", "sourceId": "src-cgf-nmg-schedule13d-2024", "note": "CGF reports a subscription agreement dated December 16, 2024." }, { "status": "disbursed", "date": "2024-12-20", "sourceId": "src-cgf-nmg-schedule13d-2024", "note": "CGF reports purchasing NMG shares and warrants for US$25 million in the private placement on December 20, 2024. This is the original investment, not the additional 2026 equity round." } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-04-13", "sourceId": "src-nmg-q2-mda-2026", "note": "NMG dates the start of Phase 2 Matawinie Mine construction to April 13, 2026 and reports ongoing civil works. This physical milestone is separate from the May 15 FID and May 19 ceremony; it does not state production or financing disbursement." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials" ], "evidence": "explicit", "locator": "First paragraph of the list", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "First paragraph of the list", "note": "The investment supports the company's mine-to-anode plan; coded to the mine it names." }, { "sourceId": "src-cgf-nmg-schedule13d-2024", "supports": [ "instrument", "provider", "recipient", "status" ], "evidence": "explicit", "locator": "Schedule 13D, Items 3 and 4", "note": "CGF reports a cash-funded share-and-warrant purchase, the subscription agreement date and the completed private placement." }, { "sourceId": "src-pm-matawinie-groundbreaking-2026", "supports": [ "amount", "provider", "recipient" ], "evidence": "explicit", "locator": "Quick facts: previous Canada Growth Fund investment", "note": "Identifies the earlier December 2024 CGF investment as C$35.6 million, distinct from the additional 2026 investment. The original NRCan lower-bound CAD amount is retained; no currency conversion is made." }, { "sourceId": "src-nmg-q2-mda-2026", "supports": [ "project", "status" ], "evidence": "explicit", "locator": "Matawinie Mine Project (Phase 2), pages 9–10", "note": "NMG reports construction began April 13, 2026. Applies to the Phase 2 mine only; demonstration-plant activity and the separately financed Bécancour plant are not mine commercial operation." } ], "notes": "Earlier CGF equity investment cited by the Alliance backgrounder; now identified and dated from the investor filing. The original more-than-C$35-million amount remains as stated by NRCan. The separate 2026 CGF equity investment is additional capital and is not substituted into this row. The existing Matawinie link does not allocate all corporate investment proceeds exclusively to the mine.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-g7-2025-nmg-edc-letter-of-interest", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "indication", "capitalSource": "public_enterprise", "amount": { "value": "430000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a letter of interest for up to US$430 million from Export Development Canada", "currencyBasis": "stated" }, "provider": "Export Development Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-edc" ], "legalAuthority": null, "programmeId": null, "recipient": "Nouveau Monde Graphite", "recipientOrgIds": [ "org-nouveau-monde-graphite" ], "project": null, "projectId": "prj-ca-nmg-matawinie", "facility": null, "locations": [], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": null, "sourceId": "src-nrcan-g7-cmpa-2025", "note": "A letter of interest, which is not a financing commitment; its date is not stated." } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-04-13", "sourceId": "src-nmg-q2-mda-2026", "note": "NMG dates the start of Phase 2 Matawinie Mine construction to April 13, 2026 and reports ongoing civil works. This physical milestone is separate from the May 15 FID and May 19 ceremony; it does not state production or financing disbursement." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials" ], "evidence": "explicit", "locator": "First paragraph of the list", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "First paragraph of the list", "note": "Coded to the mine the paragraph names." }, { "sourceId": "src-nmg-q2-mda-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Financing: fully committed senior project debt commitment letter; Liquidity and funding", "note": "The later EDC/CIB facilities remain subject to conditions and final legal documentation in this filing. They do not prove execution or termination of the historical EDC-only US$430-million indication; its financial history is retained." }, { "sourceId": "src-nmg-q2-mda-2026", "supports": [ "project", "status" ], "evidence": "explicit", "locator": "Matawinie Mine Project (Phase 2), pages 9–10", "note": "NMG reports construction began April 13, 2026. Applies to the Phase 2 mine only; demonstration-plant activity and the separately financed Bécancour plant are not mine commercial operation." } ], "notes": "A letter of interest, recorded as a non-binding indication, not as a commitment: it names an amount but is not a financing commitment, so it is in no sum. A separate Canada Infrastructure Bank letter of interest is named without an amount and is not recorded. Review on 2026-10-02 found a later US$335-million EDC/CIB project-debt commitment letter in the Q2 MD&A. Its different amount, providers and facilities do not establish that this historical US$430-million indication was contracted, paid or formally lapsed. Mine construction does not change its non-binding value role.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-g7-2025-nmg-offtake", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "offtake", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "Government of Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Nouveau Monde Graphite", "recipientOrgIds": [ "org-nouveau-monde-graphite" ], "project": "Matawinie Mine", "projectId": "prj-ca-nmg-matawinie", "facility": null, "locations": [], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "\"offtake arrangements with the Government of Canada, Panasonic (Japan), and Traxys (Luxembourg)\"" }, { "status": "contracted", "date": "2026-05-13", "sourceId": "src-nmg-canada-offtake-definitive-2026", "note": "NMG reports signing the definitive binding offtake and marketing agreements with Canada. No payment or delivery is evidenced by signing." } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-04-13", "sourceId": "src-nmg-q2-mda-2026", "note": "NMG dates the start of Phase 2 Matawinie Mine construction to April 13, 2026 and reports ongoing civil works. This physical milestone is separate from the May 15 FID and May 19 ceremony; it does not state production or financing disbursement." } ], "terms": [ { "kind": "quantity_covenant", "value": "30000", "qualifier": "exact", "currency": null, "unit": "tonnes per annum", "asStated": "30,000 tonnes per annum", "sourceId": "src-nmg-canada-offtake-definitive-2026", "note": "Graphite concentrate from the Phase 2 Matawinie Mine under the definitive agreement." }, { "kind": "duration", "value": "7", "qualifier": "exact", "currency": null, "unit": "years", "asStated": "seven-year period as of the start of commercial production", "sourceId": "src-nmg-canada-offtake-definitive-2026", "note": "The term begins at the start of commercial production, not the agreement signing date; no calendar end date is inferred." } ], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "status", "project", "materials", "stages" ], "evidence": "explicit", "locator": "First paragraph of the list", "note": null }, { "sourceId": "src-nmg-canada-offtake-definitive-2026", "supports": [ "instrument", "provider", "recipient", "project", "materials", "stages", "status", "terms" ], "evidence": "explicit", "locator": "Government of Canada Offtake Agreement", "note": "NMG reports the definitive binding agreement signed May 13, 2026, its annual volume, take-or-pay structure and seven-year term beginning with commercial production." }, { "sourceId": "src-nmg-q2-mda-2026", "supports": [ "project", "status" ], "evidence": "explicit", "locator": "Matawinie Mine Project (Phase 2), pages 9–10", "note": "NMG reports construction began April 13, 2026. Applies to the Phase 2 mine only; demonstration-plant activity and the separately financed Bécancour plant are not mine commercial operation." } ], "notes": "Definitive binding Government of Canada offtake signed May 13, 2026 for 30,000 tonnes per annum over seven years from commercial production. Take-or-pay at a fixed North American market price with an upside-sharing resale mechanism; no numeric price is disclosed. No payment or shipment is inferred. The Panasonic and Traxys offtakes are private and the Government of Japan investment intention is not a commitment; none is recorded as a row.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-g7-2025-northern-graphite-nrc", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "860000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "$860,000 in funding through the National Research Council of Canada’s Canada–Germany Collaborative Industrial Research and Development Program", "currencyBasis": "issuer_context" }, "provider": "National Research Council of Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrc" ], "legalAuthority": null, "programmeId": null, "recipient": "Northern Graphite and Rain Carbon Canada", "recipientOrgIds": [ "org-northern-graphite", "org-rain-carbon-canada" ], "project": "Research project on upcycled natural graphite for battery anodes", "projectId": "prj-ca-northern-rain-upcycled-graphite", "facility": null, "locations": [], "stages": [ "research_development" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "Highlighted as funding for the project; no award date is stated." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials", "stages" ], "evidence": "explicit", "locator": "Research and development projects: Northern Graphite and Rain Carbon Canada", "note": null } ], "notes": null }, { "id": "fin-ca-g7-2025-ntwist-nrc-irap", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "500000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "$500,000 through the National Research Council of Canada (NRC)’s Industrial Research Assistance Program", "currencyBasis": "issuer_context" }, "provider": "National Research Council of Canada (Industrial Research Assistance Program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrc" ], "legalAuthority": null, "programmeId": null, "recipient": "NTwist Inc.", "recipientOrgIds": [ "org-ntwist" ], "project": "Nickel production and efficiency R&D project", "projectId": "prj-ca-ntwist-nickel-efficiency", "facility": null, "locations": [], "stages": [ "research_development" ], "stageAllocation": "single_stage", "materialIds": [ "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "NRCan lists the project with $500,000 through NRC IRAP. No matching C$500,000 agreement was located in the reviewed federal grants disclosure, so no contracted or binding stage is inferred." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials", "stages" ], "evidence": "explicit", "locator": "Research and development projects: NTwist Inc.", "note": "NRCan identifies C$500,000 through NRC IRAP for NTwist's project with Vale Europe and Tunley Environmental to improve nickel production and efficiency; the item appears in the backgrounder's research-and-development project section." } ], "notes": "Vale Europe Ltd. and Tunley Environmental Ltd. are named project collaborators, not recipients of the Canadian funding. No project location, payment, or physical production milestone is inferred." }, { "id": "fin-ca-g7-2025-telescope-lipick", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "319200", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Agreement Value: $319,200.00", "currencyBasis": "issuer_context" }, "provider": "National Research Council of Canada (Industrial Research Assistance Program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrc" ], "legalAuthority": null, "programmeId": null, "recipient": "Telescope Innovations Corp.", "recipientOrgIds": [ "org-telescope-innovations" ], "project": "Li-PICK - Energy Efficient Battery Recycling Enabled by Recrystallization", "projectId": "prj-ca-telescope-lipick", "facility": null, "locations": [], "stages": [ "recycling" ], "stageAllocation": "single_stage", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2024-09-01", "sourceId": "src-canada-grant-telescope-lipick-2024", "note": "The federal disclosure records contribution agreement 1022725 from 1 September 2024 through 31 March 2026." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-canada-grant-telescope-lipick-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials", "stages" ], "evidence": "explicit", "locator": "Agreement 1022725", "note": "Establishes the exact agreement value, contribution form, binding agreement period, recipient and lithium battery-recycling purpose." }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "provider", "recipient", "project", "materials", "stages" ], "evidence": "explicit", "locator": "Research and development projects: Telescope Innovations Corp.", "note": "Names the NRC IRAP channel, Telescope, CellMine and the conversion of spent lithium-ion batteries into battery-grade lithium carbonate and cathode active material." } ], "notes": "Binding contribution agreement verified through the federal grants disclosure. The disclosure's Vancouver location is a recipient location and is not treated as the project site. No payment or disbursement timing is stated.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-07", "implementationStatusCheckedAt": "2026-10-07" } }, { "id": "fin-ca-g7-2025-telescope-lithium-sulphide", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "3039344", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Amount funded: $3,039,344", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Research, Development and Demonstration program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": "prg-ca-cmrdd", "recipient": "Telescope Innovations Corp.", "recipientOrgIds": [ "org-telescope-innovations" ], "project": "A Route to Establish a Canadian Lithium Sulphide Supply Chain for Solid-State Batteries", "projectId": "prj-ca-telescope-lithium-sulphide", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "Vancouver, British Columbia" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "The G7 backgrounder says Telescope was conditionally approved for up to C$3.04 million under CMRDD. NRCan's standing CMRDD register later gives the exact funded amount, but no binding agreement date is established in the reviewed sources." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "status", "project", "materials", "stages", "programme" ], "evidence": "explicit", "locator": "Research and development projects: Telescope Innovations Corp.", "note": "Establishes conditional approval under CMRDD for a pilot method to manufacture lithium sulphide." }, { "sourceId": "src-nrcan-cmrdd-programme", "supports": [ "amount", "recipient", "project", "materials", "stages", "programme", "location" ], "evidence": "explicit", "locator": "Funded Projects: \"A Route to Establish a Canadian Lithium Sulphide Supply Chain for Solid-State Batteries\"", "note": "Gives the exact C$3,039,344 amount funded, Telescope Innovations Corp., lithium, Vancouver, British Columbia, and the scale-up/pilot lithium-sulphide manufacturing purpose." } ], "notes": "NRCan's current project register says the project was launched in 2025 and is expected to be completed by 2028. No matching binding contribution agreement was located in the reviewed disclosure search, so the financial status remains decided rather than contracted; no payment or disbursement is inferred.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-07", "implementationStatusCheckedAt": "2026-10-07" } }, { "id": "fin-ca-g7-2025-ucore-feddev", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [ { "commitmentId": "fin-ca-g7-2025-ucore-package", "relationship": "part_of", "sourceId": "src-nrcan-g7-cmpa-2025", "locator": "Ucore paragraph", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "10000000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "up to $10 million through the Federal Economic Development Agency for Southern Ontario", "currencyBasis": "issuer_context" }, "provider": "Federal Economic Development Agency for Southern Ontario", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-feddev-ontario" ], "legalAuthority": null, "programmeId": null, "recipient": "Ucore Rare Metals Inc.", "recipientOrgIds": [ "org-ucore-rare-metals" ], "project": null, "projectId": "prj-ca-ucore-kingston", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "separation", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "Part of a \"conditionally approved investment\"." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2025-10-31", "sourceId": "src-ucore-canada-conditional-20251031", "note": "Proposed first commercial samarium/gadolinium processing facility in Kingston. Existing demonstration-plant operations and Louisiana commercial-facility development are distinct projects; no later physical stage for this proposed Canadian commercial facility was established in the reviewed sources." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials", "relationships" ], "evidence": "explicit", "locator": "Ucore paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Ucore paragraph", "note": "Refining samarium and gadolinium with RapidSX separation technology, coded as separation and refining." }, { "sourceId": "src-ucore-canada-conditional-20251031", "supports": [ "status", "project" ], "evidence": "explicit", "locator": "Opening paragraphs and contribution-agreement conditions", "note": "Conditional funding for a proposed Canadian commercial facility, subject to due diligence and execution of a contribution agreement." }, { "sourceId": "src-ucore-mda-q2-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Government of Canada Funding for a Samarium and Gadolinium Facility", "note": "The 26 August 2026 MD&A explicitly states that neither Canadian definitive agreement exists as of its date; demonstration and Louisiana work are described separately." }, { "sourceId": "src-ucore-us-ota-modification-20260914", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraphs and program scope", "note": "Executed US award modification concerns Kingston process development and Louisiana Enhanced Machine A. It does not establish execution or payment of this Canadian package or construction/operation of its proposed Canadian commercial facility." } ], "notes": "Lifecycle review on 2 October 2026: the 26 August 2026 MD&A states there was no definitive agreement for either Canadian component as of that filing. Reviewed later sources did not establish execution or disbursement of this funding, so the original conditional decision is retained. The proposed Canadian commercial facility is distinct from the operating Kingston commercialization/demonstration facility, its earlier CMRDD contribution agreement, the US-funded development program and the Louisiana commercial facility.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-g7-2025-ucore-nrcan", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [ { "commitmentId": "fin-ca-g7-2025-ucore-package", "relationship": "part_of", "sourceId": "src-nrcan-g7-cmpa-2025", "locator": "Ucore paragraph", "note": null } ], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "26300000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "up to $26.3 million through Natural Resources Canada", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "Ucore Rare Metals Inc.", "recipientOrgIds": [ "org-ucore-rare-metals" ], "project": null, "projectId": "prj-ca-ucore-kingston", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "separation", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "Part of a \"conditionally approved investment\"." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2025-10-31", "sourceId": "src-ucore-canada-conditional-20251031", "note": "Proposed first commercial samarium/gadolinium processing facility in Kingston. Existing demonstration-plant operations and Louisiana commercial-facility development are distinct projects; no later physical stage for this proposed Canadian commercial facility was established in the reviewed sources." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials", "relationships" ], "evidence": "explicit", "locator": "Ucore paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Ucore paragraph", "note": "Refining samarium and gadolinium with RapidSX separation technology, coded as separation and refining." }, { "sourceId": "src-ucore-canada-conditional-20251031", "supports": [ "status", "project" ], "evidence": "explicit", "locator": "Opening paragraphs and contribution-agreement conditions", "note": "Conditional funding for a proposed Canadian commercial facility, subject to due diligence and execution of a contribution agreement." }, { "sourceId": "src-ucore-mda-q2-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Government of Canada Funding for a Samarium and Gadolinium Facility", "note": "The 26 August 2026 MD&A explicitly states that neither Canadian definitive agreement exists as of its date; demonstration and Louisiana work are described separately." }, { "sourceId": "src-ucore-us-ota-modification-20260914", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraphs and program scope", "note": "Executed US award modification concerns Kingston process development and Louisiana Enhanced Machine A. It does not establish execution or payment of this Canadian package or construction/operation of its proposed Canadian commercial facility." }, { "sourceId": "src-ucore-canada-conditional-20251031", "supports": [ "instrument" ], "evidence": "explicit", "locator": "Opening funding paragraph", "note": "NRCan component is expressly a non-repayable contribution, coded as grant. FedDev and the aggregate package are not assigned that instrument." } ], "notes": "Lifecycle review on 2 October 2026: the 26 August 2026 MD&A states there was no definitive agreement for either Canadian component as of that filing. Reviewed later sources did not establish execution or disbursement of this funding, so the original conditional decision is retained. The proposed Canadian commercial facility is distinct from the operating Kingston commercialization/demonstration facility, its earlier CMRDD contribution agreement, the US-funded development program and the Louisiana commercial facility.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-g7-2025-ucore-package", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "36300000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "a conditionally approved investment of up to $36.3 million from the Government of Canada", "currencyBasis": "issuer_context" }, "provider": "Government of Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Ucore Rare Metals Inc.", "recipientOrgIds": [ "org-ucore-rare-metals" ], "project": null, "projectId": "prj-ca-ucore-kingston", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "separation", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-10-31", "sourceId": "src-nrcan-g7-cmpa-2025", "note": "\"conditionally approved\"; recorded as decided and not yet binding, like the OSC conditional loan commitments." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2025-10-31", "sourceId": "src-ucore-canada-conditional-20251031", "note": "Proposed first commercial samarium/gadolinium processing facility in Kingston. Existing demonstration-plant operations and Louisiana commercial-facility development are distinct projects; no later physical stage for this proposed Canadian commercial facility was established in the reviewed sources." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials" ], "evidence": "explicit", "locator": "Ucore paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Ucore paragraph", "note": "Refining samarium and gadolinium with RapidSX separation technology, coded as separation and refining." }, { "sourceId": "src-ucore-canada-conditional-20251031", "supports": [ "status", "project" ], "evidence": "explicit", "locator": "Opening paragraphs and contribution-agreement conditions", "note": "Conditional funding for a proposed Canadian commercial facility, subject to due diligence and execution of a contribution agreement." }, { "sourceId": "src-ucore-mda-q2-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Government of Canada Funding for a Samarium and Gadolinium Facility", "note": "The 26 August 2026 MD&A explicitly states that neither Canadian definitive agreement exists as of its date; demonstration and Louisiana work are described separately." }, { "sourceId": "src-ucore-us-ota-modification-20260914", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraphs and program scope", "note": "Executed US award modification concerns Kingston process development and Louisiana Enhanced Machine A. It does not establish execution or payment of this Canadian package or construction/operation of its proposed Canadian commercial facility." } ], "notes": "The package total; its NRCan and FedDev Ontario parts remain recorded as parts of it. NRCan is identified as a non-repayable contribution; the package instrument is not fully specified. Lifecycle review on 2 October 2026: the 26 August 2026 MD&A states there was no definitive agreement for either Canadian component as of that filing. Reviewed later sources did not establish execution or disbursement of this funding, so the original conditional decision is retained. The proposed Canadian commercial facility is distinct from the operating Kingston commercialization/demonstration facility, its earlier CMRDD contribution agreement, the US-funded development program and the Louisiana commercial facility.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-g7-2025-vianode-edc-letter-of-interest", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "unspecified", "valueRole": "indication", "capitalSource": "public_enterprise", "amount": { "value": "500000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a letter of interest for up to US$500 million in potential financing from Export Development Canada", "currencyBasis": "stated" }, "provider": "Export Development Canada", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-edc" ], "legalAuthority": null, "programmeId": null, "recipient": "Vianode", "recipientOrgIds": [ "org-vianode" ], "project": null, "projectId": "prj-ca-vianode-st-thomas", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "St. Thomas, Ontario" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": null, "sourceId": "src-nrcan-g7-cmpa-2025", "note": "A letter of interest for \"potential financing\"; its date is not stated." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials" ], "evidence": "explicit", "locator": "Vianode paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Vianode paragraph", "note": "A synthetic graphite facility, read as processing." } ], "notes": "A letter of interest, recorded as a non-binding indication, not as a commitment: it names an amount but is not a financing commitment, so it is in no sum. A Canada Infrastructure Bank letter of interest is named without an amount and is not recorded." }, { "id": "fin-ca-gpi-cyclic-2026-centre-excellence", "eventId": "evt-ca-g7-cmpa-2026", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "9100000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "up to $9.1 million", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Global Partnerships Initiative)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "Cyclic Materials Inc.", "recipientOrgIds": [ "org-cyclic-materials" ], "project": "Kingston Centre of Excellence for Rare Earth Recycling", "projectId": "prj-ca-cyclic-kingston-centre-of-excellence", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "stages": [ "separation", "processing", "recycling" ], "stageAllocation": "multi_stage_unallocated", "financialStatusHistory": [ { "status": "decided", "date": "2026-03-02", "sourceId": "src-nrcan-cmpa-2026-round2", "note": "The backgrounder calls the investment \"conditionally approved\". It is therefore recorded as decided, not contracted." } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-01-20", "sourceId": "src-cgf-cyclic-2026", "note": "The CGF release says Cyclic was constructing its first commercial-scale Hub in Kingston." } ], "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" }, "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-cmpa-2026-round2", "supports": [ "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Cyclic Materials bullet", "note": "The March backgrounder identifies the Kingston rare-earth recycling Centre of Excellence, the up-to-C$9.1 million GPI amount and its conditionally approved status." }, { "sourceId": "src-nrcan-gpi-programme", "supports": [ "instrument", "project", "stages", "materials" ], "evidence": "explicit", "locator": "GPI description; GPI funded projects — Contribution funding — Cyclic Materials Inc.", "note": "The programme page describes GPI contribution funding as non-repayable and says Cyclic's funding advances processing, separation and metallization technologies for an integrated rare-earth recycling value chain; normalized to the tracker's grant instrument." }, { "sourceId": "src-cgf-cyclic-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Company description", "note": "Supports the project's construction status, not the GPI financial status." } ], "notes": "A current GPI programme page now lists Cyclic among funded projects, but it does not publish an executed agreement date for this award. The financial lifecycle therefore remains at the March 2 conditionally approved/decided stage rather than being promoted to contracted." }, { "id": "fin-ca-pdac-2026-ggt-eip", "eventId": "evt-ca-nrcan-pdac-2026", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "4750000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Funding amount: $4,750,000", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Energy Innovation Program)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "Green Graphite Technologies Inc. (GGT)", "recipientOrgIds": [ "org-green-graphite-technologies" ], "project": "Battery-Grade Graphite: A Canadian Low-GHG Solution From Regolith Resources", "projectId": "prj-ca-ggt-regolith-graphite", "facility": null, "locations": [], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-03-03", "sourceId": "src-nrcan-pdac-2026", "note": "Announced at PDAC as part of \"up to $165.2 million for 22 Canadian projects\"." } ], "implementationStatusHistory": [ { "status": "commissioning", "date": "2026-08-11", "sourceId": "src-ggt-mississauga-demo-commissioning-20260811", "note": "Green Graphite Technologies' official post, dated 11 August 2026 by LinkedIn's page metadata, says its Mississauga graphite purification demonstration facility is entering the final stages of commissioning. The Mississauga facility and graphite-purification process correspond to the Regolith project record; the post does not name the NRCan EIP award, disclose grant payment or establish commercial operation, so this is not coded as operational." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials" ], "evidence": "explicit", "locator": "Energy Innovation Program: Green Graphite Technologies entry", "note": null }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Energy Innovation Program: Green Graphite Technologies entry", "note": "Upgrading graphite for lithium-ion batteries, read as processing." }, { "sourceId": "src-nrcan-regolith-eip-2025", "supports": [ "amount", "provider", "recipient", "project" ], "evidence": "explicit", "locator": "Project profile: Status, Agreement Value, Project Total, Lead Proponent and Project Objectives", "note": "The current NRCan EIP profile names the project, Green Graphite Technologies, its C$4,750,000 agreement value and a C$12,262,850 project total. It lists the project as active but does not state agreement execution, disbursement or a payment date; the project total is not recoded as a public commitment or share." }, { "sourceId": "src-ggt-mississauga-demo-commissioning-20260811", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening sentence", "note": "The recipient's official post explicitly places its Mississauga graphite-purification demonstration facility in final-stage commissioning. The post does not use the NRCan project title or identify grant funding, so no payment or commercial-operation status is inferred." } ], "notes": "NRCan's 3 March 2026 announcement records the C$4,750,000 EIP award as announced. Its current project profile lists the project as Active and gives a C$12,262,850 project total, but does not disclose a signed agreement date, disbursement or payment. On 11 August 2026, Green Graphite Technologies said its Mississauga graphite-purification demonstration facility was entering the final stages of commissioning. The location and process match the Regolith project record; the company post does not name the EIP award, so physical status is limited to commissioning and is not treated as grant payment, commercial operation or completion.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-03", "implementationStatusCheckedAt": "2026-10-03" } }, { "id": "fin-ca-pdac-2026-nb-granitoids-cmgd", "eventId": "evt-ca-nrcan-pdac-2026", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "172000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Funding amount: $172,000", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Geoscience and Data initiative)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "New Brunswick Geological Survey", "recipientOrgIds": [ "org-ca-nb-geological-survey" ], "project": "Geochronology and Petrogenesis of Granitoids and Related Critical Mineral Systems in New Brunswick", "projectId": "prj-ca-cmgd-nb-granitoids", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "New Brunswick", "asStated": "Fredericton, New Brunswick" } ], "stages": [ "exploration" ], "stageAllocation": "single_stage", "materialIds": [ "tungsten", "lithium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "zinc" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-03-03", "sourceId": "src-nrcan-pdac-2026", "note": "Announced at PDAC." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative: Geochronology and Petrogenesis of Granitoids", "note": null }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Critical Minerals Geoscience and Data initiative: Geochronology and Petrogenesis of Granitoids", "note": "Regional exploration models and mineral potential mapping, read as exploration." } ], "notes": null }, { "id": "fin-ca-pdac-2026-nb-maritimes-basin-cmgd", "eventId": "evt-ca-nrcan-pdac-2026", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "232600", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Funding amount: $232,600", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Geoscience and Data initiative)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "New Brunswick Geological Survey", "recipientOrgIds": [ "org-ca-nb-geological-survey" ], "project": "Critical Mineral Potential of the Maritimes Basin in Eastern New Brunswick", "projectId": "prj-ca-cmgd-nb-maritimes-basin", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "New Brunswick", "asStated": "Grand Lake Region, New Brunswick" } ], "stages": [ "exploration" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements", "lithium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "zinc" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-03-03", "sourceId": "src-nrcan-pdac-2026", "note": "Announced at PDAC." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative: Maritimes Basin", "note": null }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Critical Minerals Geoscience and Data initiative: Maritimes Basin", "note": "Field mapping and sampling to find mineral potential, read as exploration." } ], "notes": null }, { "id": "fin-ca-pdac-2026-ns-graphite-cmgd", "eventId": "evt-ca-nrcan-pdac-2026", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "97000", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Funding amount: $97,000", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (Critical Minerals Geoscience and Data initiative)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "Nova Scotia Department of Natural Resources", "recipientOrgIds": [ "org-ca-ns-dnr" ], "project": "Graphite in Support of Battery Value Chains", "projectId": "prj-ca-cmgd-ns-graphite-battery-value-chains", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Nova Scotia", "asStated": "Halifax, Nova Scotia" } ], "stages": [ "exploration" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-03-03", "sourceId": "src-nrcan-pdac-2026", "note": "Announced at PDAC." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative: Graphite in Support of Battery Value Chains", "note": null }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Critical Minerals Geoscience and Data initiative: Graphite in Support of Battery Value Chains", "note": "Geological mapping and assessment of graphite resources, read as exploration." } ], "notes": null }, { "id": "fin-ca-pdac-2026-wicheeda-flmf", "eventId": "evt-ca-nrcan-pdac-2026", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "1878250", "currency": "CAD", "qualifier": "exact", "amountAsStated": "Funding amount: $1,878,250", "currencyBasis": "issuer_context" }, "provider": "Natural Resources Canada (First and Last Mile Fund)", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-nrcan" ], "legalAuthority": null, "programmeId": null, "recipient": "Defense Metals Corp.", "recipientOrgIds": [ "org-defense-metals" ], "project": "Wicheeda REE Clean Energy and Transportation Infrastructure Project", "projectId": "prj-ca-wicheeda", "facility": null, "locations": [], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2026-03-03", "sourceId": "src-nrcan-pdac-2026", "note": "\"conditionally approved, pending final due diligence\"." } ], "implementationStatusHistory": [ { "status": "feasibility", "date": "2026-07-13", "sourceId": "src-defense-metals-wicheeda-update-20260713", "note": "The linked Wicheeda mine is undergoing feasibility work, with spring drilling completed and flotation pilot testing ongoing. This does not establish commencement or completion of the separately funded transmission-line and road-design deliverables; the date is the reporting date, not a stated start date." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "materials" ], "evidence": "explicit", "locator": "First and Last Mile Fund: Wicheeda entry", "note": null }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "First and Last Mile Fund: Wicheeda entry", "note": "Power and road infrastructure for a mine site, coded to mining." }, { "sourceId": "src-defense-metals-wicheeda-flmf-20260304", "supports": [ "status", "project" ], "evidence": "explicit", "locator": "Pages 1–2: conditional approval and project scope", "note": "The infrastructure award remains subject to final due diligence; the 2026–2028 work schedule is prospective." }, { "sourceId": "src-defense-metals-wicheeda-update-20260713", "supports": [ "status" ], "evidence": "explicit", "locator": "Pages 1–2: ongoing feasibility, pilot testing and conditional funding", "note": "Supports feasibility of the linked mine and continued conditional wording for infrastructure funding." }, { "sourceId": "src-defense-metals-wicheeda-proposal-20260812", "supports": [ "status" ], "evidence": "explicit", "locator": "Page 1: invitation to submit a full project proposal", "note": "The separate processing-feasibility application is explicitly not a funding commitment and does not replace or advance this infrastructure award." } ], "notes": "A 60-km transmission line to the mine site and the design of road upgrades; the fund subsumed the Critical Minerals Infrastructure Fund. Lifecycle review on 2 October 2026: the July issuer update still describes the infrastructure funding as conditional. Reviewed primary sources did not establish execution or payment of this specific award. Feasibility describes the linked mine, not verified delivery of the funded infrastructure work. The August invitation concerning a separate processing-feasibility application is not a funding commitment and is not substituted for this award.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-ca-trail-cgf-2026-indication", "eventId": "evt-ca-trail-strategic-metals-2026", "relationships": [], "instrument": "unspecified", "valueRole": "indication", "capitalSource": "public_enterprise", "amount": { "value": "400000000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "up to $400 million", "currencyBasis": "issuer_context" }, "provider": "Canada Growth Fund", "providerJurisdiction": "canada", "providerOrgIds": [ "org-ca-canada-growth-fund" ], "legalAuthority": "Canada Critical Minerals Accelerator", "programmeId": null, "recipient": "Teck Resources Limited", "recipientOrgIds": [ "org-teck-resources" ], "project": "Trail Strategic Metals Initiative", "projectId": "prj-ca-trail-strategic-metals", "facility": "Trail Operations", "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "Trail Operations in British Columbia" } ], "stages": [ "processing", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "germanium", "antimony", "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-07-07", "sourceId": "src-teck-trail-strategic-metals-2026", "note": "The signed Strategic Investment Agreement establishes a commercial framework and intent to work toward an investment; definitive documentation and approvals were still required." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "400000000", "qualifier": "up_to", "currency": "CAD", "unit": null, "asStated": "an equity-like investment by CGF of up to $400 million directly into the facility", "sourceId": "src-nrcan-trail-strategic-metals-2026", "note": "Classified as instrument unspecified because 'equity-like' does not establish that the legal instrument is equity." }, { "kind": "other", "value": null, "qualifier": null, "currency": null, "unit": null, "asStated": "offtake rights for a portion of future germanium, antimony and gallium produced by Trail", "sourceId": "src-nrcan-trail-strategic-metals-2026", "note": "A contemplated future structure, not a contracted offtake." } ], "outcomes": [ { "metric": "other", "value": "2", "qualifier": "up_to", "unit": "times existing production capacity", "targetDate": null, "asStated": "could double Trail's existing production capacity for germanium and antimony", "statedBy": "government", "sourceId": "src-nrcan-trail-strategic-metals-2026", "note": "Prospective capacity effect; gallium is described separately as potential new capacity." } ], "evidence": [ { "sourceId": "src-nrcan-trail-strategic-metals-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "facility", "location", "stages", "materials", "status", "terms", "outcomes" ], "evidence": "explicit", "locator": "Opening and investment-framework paragraphs", "note": "The source explicitly calls this a commercial framework for an equity-like investment; `unspecified` avoids converting that description into a legal-form claim." }, { "sourceId": "src-teck-trail-strategic-metals-2026", "supports": [ "value_role", "amount", "provider", "recipient", "project", "facility", "location", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Opening through conditions paragraph", "note": "Teck states that the contemplated arrangements remain subject to definitive documentation and approvals." } ], "notes": "A non-binding indication, not a committed investment. It is excluded from commitment totals unless later definitive documentation supports promotion to a commitment." }, { "id": "fin-de-g7-2025-vianode-export-credit-guarantee", "eventId": "evt-ca-g7-cmpa-2025", "relationships": [], "instrument": "loan_guarantee", "valueRole": "indication", "capitalSource": "public", "amount": { "value": "300000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a letter of interest from the German government for the potential support of the project with an export credit guarantee amount of up to US$300 million", "currencyBasis": "stated" }, "provider": "Government of Germany", "providerJurisdiction": null, "providerOrgIds": [ "org-de-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Vianode", "recipientOrgIds": [ "org-vianode" ], "project": null, "projectId": "prj-ca-vianode-st-thomas", "facility": null, "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "St. Thomas, Ontario" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": null, "sourceId": "src-nrcan-g7-cmpa-2025", "note": "A letter of interest for \"potential support\"; its date is not stated." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "status", "project", "location", "materials" ], "evidence": "explicit", "locator": "Vianode paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Vianode paragraph", "note": "A synthetic graphite facility, read as processing." } ], "notes": "A letter of interest for \"potential support\", recorded as a non-binding indication, not as a commitment: the export credit guarantee is in no sum. Germany is not a tracked actor, so this row is credited to no government in the tracker. Stated in a Canadian government backgrounder, not by the German government." }, { "id": "fin-ebrd-2025-sarytogan-equity", "eventId": "evt-eu-resourceeu-2025", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "5000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "AUD 5 million (€3 million)", "currencyBasis": "stated" }, "provider": "European Bank for Reconstruction and Development", "providerJurisdiction": null, "providerOrgIds": [ "org-ebrd" ], "legalAuthority": null, "programmeId": null, "recipient": "Sarytogan Graphite Limited", "recipientOrgIds": [ "org-sarytogan" ], "project": "Sarytogan Graphite Strategic Project", "projectId": "prj-kz-sarytogan", "facility": null, "locations": [ { "countryCode": "KZ", "subnational": null, "asStated": "Kazakhstan" } ], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": null, "sourceId": "src-ebrd-sarytogan-psd-54699", "note": "EBRD project 54699 is signed, but the source does not state an exact execution date." }, { "status": "disbursed", "date": "2025-02-10", "sourceId": "src-fasken-sarytogan-ebrd-close-2025", "note": "EBRD transaction counsel identifies completion of the two-tranche A$5M equity purchase on 10 February 2025." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "instrument", "value_role", "capital_source", "provider", "project", "location", "materials" ], "evidence": "explicit", "locator": "Section 2.1, fourth paragraph", "note": "Commission retrospectively characterizes EBRD equity as around €3.6M. This is not an auditable transaction-level AUD amount or a distinct additional investment." }, { "sourceId": "src-ebrd-sarytogan-equity-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Opening paragraphs; AUD 5 million (€3 million) EBRD shareholding announcement", "note": "Bank directly identifies the A$5M equity investee; stated euro figure is contextual, not summed separately." }, { "sourceId": "src-ebrd-sarytogan-psd-54699", "supports": [ "instrument", "amount", "recipient", "project", "status" ], "evidence": "explicit", "locator": "Project description; Client information; EBRD Finance Summary; Status Signed", "note": "Project 54699 confirms A$5M and the legal investee; signature date is not asserted." }, { "sourceId": "src-fasken-sarytogan-ebrd-close-2025", "supports": [ "amount", "recipient", "status" ], "evidence": "explicit", "locator": "Overview, Closed February 2025; completed 10 February 2025", "note": "Transaction counsel confirms A$5M total closing; its internally inconsistent share-count/price figures are not carried into SMPT." } ], "notes": "This existing EBRD Sarytogan financing row is the original A$5M share purchase, not a new award. EBRD 2024 and project 54699 identify the initial A$5M (€3M approximate) commitment to Sarytogan Graphite Limited; transaction counsel dates completion to 10 February 2025. The European Commission's December 2025 summary reports around €3.6M without identifying component transactions; it remains contextual and is not a separately counted sum. A later, independently paid A$1,396,581.12 follow-on placement is coded separately as fin-ebrd-2026-sarytogan-topup-equity, not rolled into this amount. EBRD is multilateral: no tracked national government receives financing credit." }, { "id": "fin-ebrd-2026-sarytogan-topup-equity", "eventId": "evt-eu-resourceeu-2025", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "1396581.12", "currency": "AUD", "qualifier": "exact", "amountAsStated": "A$1,396,581.12 in cash received from EBRD on 30 April 2026", "currencyBasis": "stated" }, "provider": "European Bank for Reconstruction and Development", "providerJurisdiction": null, "providerOrgIds": [ "org-ebrd" ], "legalAuthority": null, "programmeId": null, "recipient": "Sarytogan Graphite Limited", "recipientOrgIds": [ "org-sarytogan" ], "project": "Sarytogan Graphite Strategic Project", "projectId": "prj-kz-sarytogan", "facility": null, "locations": [ { "countryCode": "KZ", "subnational": null, "asStated": "Kazakhstan" } ], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2025-11-06", "sourceId": "src-sarytogan-ebrd-topup-received-2026", "note": "The 30 April 2026 ASX filing retrospectively reports an EBRD top-up placement agreed 6 November 2025 and amended 18 November 2025, conditional on regulatory and shareholder approvals." }, { "status": "disbursed", "date": "2026-04-30", "sourceId": "src-sarytogan-ebrd-topup-received-2026", "note": "Sarytogan states it received A$1,396,581.12 cash from EBRD on 30 April 2026 after conditions were fulfilled." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-sarytogan-ebrd-topup-received-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "stages", "status" ], "evidence": "explicit", "locator": "30 April 2026 ASX announcement, p. 1, cash received and top-up placement; approvals paragraphs", "note": "17,457,264 shares at A$0.08, separate from A$5M original. Cash receipt establishes disbursed status; funds support feasibility work, not mine construction." }, { "sourceId": "src-ebrd-sarytogan-followon-2026", "supports": [ "instrument", "provider", "recipient", "project", "stages", "materials" ], "evidence": "explicit", "locator": "Opening paragraphs, follow-on AUD 1.4M equity purchase and use of proceeds", "note": "EBRD separately describes the follow-on, confirming it is incremental and raises bank holding to 18.4%." }, { "sourceId": "src-ebrd-sarytogan-psd-54699", "supports": [ "location" ], "evidence": "explicit", "locator": "Location: Kazakhstan", "note": "Project locale only; EBRD's 2024 project record does not establish this 2026 placement's amount or terms." } ], "notes": "Separate EBRD follow-on share placement with Sarytogan Graphite Limited, agreed conditionally on 6 November 2025 and paid on 30 April 2026. 17,457,264 shares at A$0.08; issuer confirms exact A$1,396,581.12 cash receipt. EBRD's separate announcement describes an approximately A$1.4M stake increase to 18.4%. This amount is incremental to original A$5M, not additive to or a breakdown of the Commission's approximate €3.6M retrospective summary. Receipt of equity does not demonstrate construction or delivery at mine. This row uses existing RESourceEU policy event as a contextual cross-reference to EBRD financing; it does not mean that the December 2025 Commission narrative reported completed 2026 cash receipt. Multilateral capital is not attributed to any tracked national government.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-07", "implementationStatusCheckedAt": null } }, { "id": "fin-eu-eib-2024-keliber-loan", "eventId": "evt-eu-eib-keliber-2024", "relationships": [], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "150000000", "currency": "EUR", "qualifier": "exact", "amountAsStated": "€150 million direct loan", "currencyBasis": "stated" }, "provider": "European Investment Bank (supported by an InvestEU guarantee)", "providerJurisdiction": "eu", "providerOrgIds": [ "org-eu-eib" ], "legalAuthority": null, "programmeId": null, "recipient": "Keliber Technology Oy", "recipientOrgIds": [ "org-keliber-technology-oy" ], "project": "KELIBER LITHIUM", "projectId": "prj-fi-keliber-lithium", "facility": null, "locations": [], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2024-08-20", "sourceId": "src-eib-keliber-project-20170804", "note": "The EIB project record lists a €150 million signature on 20 August 2024." } ], "implementationStatusHistory": [ { "status": "construction", "date": null, "sourceId": "src-eib-keliber-2024", "note": "The 23 August 2024 EIB release states that construction of the plant had already begun; it does not state the construction start date." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-eib-keliber-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening bullets and financing/project description", "note": "The release states the €150 million EIB direct loan, InvestEU guarantee and integrated lithium project." }, { "sourceId": "src-eib-keliber-project-20170804", "supports": [ "amount", "project", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Amount; Signature date(s); Project description", "note": "The project page establishes the exact 20 August 2024 signature date for the €150 million loan." }, { "sourceId": "src-sec-keliber-eib-facility-agreement-2024", "supports": [ "recipient", "amount", "instrument", "status" ], "evidence": "explicit", "locator": "Cover page and agreement parties (20 August 2024): EIB as Bank; Keliber Technology Oy as Borrower; Schedule 1 and signature pages: Keliber Oy as Original Guarantor", "note": "Executed €150M contract controls legal borrower identity. The EIB press release informally labels Keliber Oy as recipient, but the contractual Borrower is Keliber Technology Oy." } ], "notes": "The executed 20 August 2024 EIB facility agreement (SEC Exhibit 4.8) identifies Keliber Technology Oy as the borrower and Keliber Oy as an original guarantor, correcting the abbreviated borrower identification in the EIB announcement. EIB project 20170804 separately lists a €17.5 million signature on 20 December 2024; the bank's 2024 lending report names Natixis as that signature's counterparty. Because the financing mechanism and flow to Keliber have not been verified, that transaction remains outside this tranche and is not recorded as a second direct Keliber loan.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-07", "implementationStatusCheckedAt": "2026-10-07" } }, { "id": "fin-eu-eib-2025-up-catalyst-loan", "eventId": "evt-eu-resourceeu-2025", "relationships": [], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "18000000", "currency": "EUR", "qualifier": "exact", "amountAsStated": "€18,000,000 signed 20 December 2024", "currencyBasis": "stated" }, "provider": "European Investment Bank (supported by InvestEU)", "providerJurisdiction": "eu", "providerOrgIds": [ "org-eu-eib" ], "legalAuthority": null, "programmeId": null, "recipient": "UP CATALYST OU", "recipientOrgIds": [ "org-up-catalyst" ], "project": "UP CATALYST GREEN GRAPHITE (IEU GT2): Gen 4 reactors and R&D", "projectId": null, "facility": null, "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "processing", "research_development" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "graphite" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "multi-walled carbon nanotubes (MWCNTs)" ], "financialStatusHistory": [ { "status": "contracted", "date": "2024-12-20", "sourceId": "src-eib-up-catalyst-green-graphite-20240127", "note": "EIB project 20240127 lists €18,000,000 signed on 20 December 2024. This establishes signature, not disbursement." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-eib-up-catalyst-green-graphite-20240127", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Signature(s); Summary sheet; Description; Additionality and Impact", "note": "The EIB record gives the exact signed amount/date, promoter UP CATALYST OU, venture-debt form, InvestEU backing and two Gen 4 graphite/MWCNT reactors plus R&D; it shows no drawdown." }, { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "provider", "recipient", "materials" ], "evidence": "explicit", "locator": "Section 2.1, third paragraph", "note": "The December 2025 plan retrospectively mentions the EIB financing and the company's CRMA Strategic Project; it does not establish full allocation of the 2024 loan to CO2Graphite." } ], "notes": "€18M of EIB venture debt signed in December 2024 for Up Catalyst's Generation 4 synthetic graphite and MWCNT demonstrator reactors and corporate R&D. The EIB's approximately €46M total project cost is not a second bank commitment. Neither drawdown nor construction of the Gen 4 reactors is established. The 2025 RESourceEU event retrospectively cites this earlier financing. The CRMA-designated CO2Graphite project (prj-ee-co2graphite) shares promoter and material, but reviewed primary sources do not show that the entire EIB financing is allocable to that designation; projectId is intentionally null. Financing also covers untracked MWCNTs and R&D, with no allocation breakdown. The same RESourceEU passage mentions a separate earlier financing: Keliber's EIB loan is independently recorded as fin-eu-eib-2024-keliber-loan, not combined with this UP Catalyst facility." }, { "id": "fin-eu-jtf-2025-neo-magnet-project", "eventId": "evt-eu-resourceeu-2025", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "14800000", "currency": "EUR", "qualifier": "approximately", "amountAsStated": "grant amount of approximately €14.8 million", "currencyBasis": "stated" }, "provider": "Just Transition Fund", "providerJurisdiction": "eu", "providerOrgIds": [], "legalAuthority": null, "programmeId": null, "recipient": "NPM Narva OÜ", "recipientOrgIds": [ "org-npm-narva-ou" ], "project": "Rare earths magnet project in Estonia", "projectId": "prj-ee-neo-rare-earth-magnet-project", "facility": null, "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "component_manufacturing" ], "stageAllocation": "single_stage", "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2022-11-09", "sourceId": "src-neo-jtf-award-2022", "note": "Neo announced that it had been awarded a grant of up to €18.7 million under the JTF." }, { "status": "partially_disbursed", "date": "2025-12-31", "sourceId": "src-neo-aif-2026", "note": "As of 31 December 2025, Neo reported receiving an aggregate US$8.4 million from the JTF grant. The status date is the reporting cutoff, not an asserted transfer date." } ], "implementationStatusHistory": [ { "status": "operational", "date": "2026-09-14", "sourceId": "src-neo-commercial-production-2026", "note": "Neo announced that the European permanent magnet facility was in commercial production and shipping customer volumes." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "project", "location", "status" ], "evidence": "explicit", "locator": "Section 2.1, second paragraph", "note": "Commission describes Neo Performance's strategic project and group-level public support but does not identify the Estonian contracting grantee. Retain project/financial context without falsely citing recipient identity." }, { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Section 2.1, second paragraph", "note": "\"Rare earths magnet project\": read as permanent-magnet manufacturing; the magnet type is not stated." }, { "sourceId": "src-neo-jtf-award-2022", "supports": [ "instrument", "capital_source", "provider", "project", "location", "status" ], "evidence": "explicit", "locator": "Opening bullets and first two paragraphs", "note": "Establishes the grant award; the original award was up to €18.7 million. Neo's 2022 issuer-level announcement names parent sponsor, NOT sufficient to characterize the same parent's subsidiary as the formal current Estonian administrative grant beneficiary; original award was to NPM Silmet OÜ, reassigned 2023." }, { "sourceId": "src-neo-aif-2026", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "European Permanent Magnet facility / government support discussion", "note": "Current grant terms are approximately €14.8 million; Neo reports US$8.4 million received by 31 December 2025." }, { "sourceId": "src-neo-commercial-production-2026", "supports": [ "status", "stages" ], "evidence": "explicit", "locator": "Opening announcement", "note": "Supports operational implementation status." }, { "sourceId": "src-neo-aif-2025-jtf-nov2024-amendment", "supports": [ "amount" ], "evidence": "explicit", "locator": "2024 Annual Information Form, printed p. 9 / PDF page 10, Rare Earth Magnet Plant in Europe", "note": "Historical amendment evidence ONLY: November 2024 (day unstated), 18.75%→23.3%, eligible costs €63.3M, approximately €14.7M amended grant. NOT the canonical March 2026 approx €14.8M face amount; does not substantiate a new legal amendment after November 2024." }, { "sourceId": "src-ec-estonia-neo-narva-jtf-147", "supports": [ "amount" ], "evidence": "explicit", "locator": "Estonian project text — paragraph beginning 'Euroopa Liidu õiglase ülemineku fond toetas ... 14,7 miljoni euroga'", "note": "Independent Commission framing of €14.7M JTF support, not evidence of exact November 2024 legal operative day, disbursement amount or the current €14.8M estimate." }, { "sourceId": "src-eis-npm-narva-jtf-project-grant", "supports": [ "amount", "project", "recipient" ], "evidence": "explicit", "locator": "EIS supported projects, 'Magnetitehas Narva' / NPM Narva OÜ (16493223): 'Toetuse suurus (eur)' 14 790 898.00; 'Projekti maksumus (EUR)' 63 327 184.00; Õiglase ülemineku fond", "note": "EIS primary registry directly identifies NPM Narva OÜ (16493223) as the grant beneficiary for Magnetitehas Narva and states €14,790,898. It supports CURRENT legal recipient and amount context, NOT the award ceiling on specific previous dates, historical recipient before November 2023, signed amendment effectiveness, or cash disbursed." }, { "sourceId": "src-estonia-finance-jtf-narva-audit-2025-11", "supports": [ "project", "recipient" ], "evidence": "explicit", "locator": "JTF-2/2025 project audit PDF page 3, section 1.1 PROJECTI ÜLDANDMED: original decision 11-2/22/3107 (03.11.2022); decisions 11-2/23/3085 (03.11.2023), 11-2/24/4882 (28.11.2024), 11-2/25/4023 (16.09.2025); pp. 7–9 grant-beneficiary transfer", "note": "Ministry's 2025 audit PDF p.3 names NPM Narva OÜ as CURRENT beneficiary; p.7 footnote 8 says 95% of project tasks/budget transferred from original NPM Silmet OÜ and latter retained 5% partner stake. Source supports CURRENT legal beneficiary, NOT a legal amount on an uninspected administrative decision or a direct ultimate-ownership edge." } ], "notes": "The JTF award was initially announced in November 2022 as up to €18.7 million. Neo's 2026 Annual Information Form reports amended terms at a 23% grant rate and an amount of approximately €14.8 million; the amount field reflects that later stated commitment. Neo also reported US$8.4 million received by 31 December 2025, so the financial lifecycle is partially disbursed. The facility entered commercial production on 14 September 2026. F4-B3 provenance review: Neo's 2024 Annual Information Form (issued March 2025) dates a SAME-grant amendment to November 2024, reducing the original up-to €18.7M award to approximately €14.7M at 23.3% of eligible €63.3M project costs. The European Commission's Estonia representation also describes €14.7M support. Neo's 2025 Annual Information Form (issued March 2026) instead describes a rounded 23% rate and approximately €14.8M, the current canonical amount. The discrepancy may be estimation/rounding and is NOT proven to be another legal amendment: no operative day within November 2024, signed Estonian grant change order, or later legal amendment has been established. Structured financialAmountHistory therefore remains absent (history_unreviewed). The 2025 receipt of US$8.4M is a cumulative reimbursement figure, not grant face value. EIS's official supported-project list gives the current Narva JTF project grant as €14,790,898 on eligible project costs €63,327,184, and names NPM Narva OÜ (16493223) as beneficiary. This supports the latest approximately €14.8M figure and exposes a separate legal recipient-identity review, since this row currently names Neo Performance. EIS does not specify the exact November 2024 amendment day, does not establish why Neo's prior AIF said €14.7M, and does not justify changing the canonical current amount or linking any disbursement to this snapshot. The Estonian Ministry of Finance November 2025 audit JTF-2/2025 (project 2021-2027.6.01.22-0002) documents grant change DECISION 11-2/24/4882 dated 28 November 2024, a later amendment decision 11-2/25/4023 dated 16 September 2025, and a 3 November 2023 grant-recipient transfer decision from NPM Silmet OÜ to NPM Narva OÜ for 95% of project activity/budget. These establish administrative decision chronology and legal-entity distinction, NOT the unquoted grant amount in each decision or its precise legal operative/service date. The audit also records formal administrative processing weaknesses but finds the grant use substantially compliant; no funding invalidation is inferred. F4-B4 CURRENT legal-grantee repair: Estonian EIS official funded-project entry and Ministry of Finance JTF-2/2025 audit explicitly name NPM Narva OÜ (16493223), superseding the imprecise group-level Neo Performance sponsor in the recipient field. This corrects the current canonical identity ONLY. At initial November 2022 grant award, NPM Silmet OÜ was the original applicant/beneficiary; 3 November 2023 administrative amendment reassigned 95% of project activities/budget to NPM Narva. The group-level Neo Performance remains a project sponsor, not a synonym or legal beneficiary of the Estonian grant. No historical recipient timeline is fabricated; the 2023 administrative decision's exact operative/service clause is not in hand. No financing amount, status, date-sliced amount version, project or public totals changed.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-eu-resourceeu-2025-eu-funds", "eventId": "evt-eu-resourceeu-2025", "relationships": [], "instrument": "unspecified", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "3000000000", "currency": "EUR", "qualifier": "exact", "amountAsStated": "the EU should mobilise EUR 3 billion of EU funds within the next 12 months in direct support of the CRM value chain", "currencyBasis": "stated" }, "provider": "European Union (EU funds)", "providerJurisdiction": "eu", "providerOrgIds": [], "legalAuthority": null, "programmeId": "prg-eu-resourceeu", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-12-03", "sourceId": "src-ec-resourceeu-com-945", "note": "Stated as an aim of the Action Plan (\"should mobilise\"), not an allocation." } ], "implementationStatusHistory": [], "terms": [ { "kind": "duration", "value": "12", "qualifier": "exact", "currency": null, "unit": "months", "asStated": "within the next 12 months", "sourceId": "src-ec-resourceeu-com-945", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "programme", "status", "terms" ], "evidence": "explicit", "locator": "Section 2.1, final paragraph", "note": null }, { "sourceId": "src-ec-ip-25-2891", "supports": [ "amount" ], "evidence": "ambiguous", "locator": "\"Promote critical raw materials projects\" paragraph", "note": "The press release words the same aim as \"mobilise up to €3 billion over the next 12 months\"." } ], "notes": "An envelope: money the EU aims to mobilise across instruments for the critical-raw-materials value chain, listed and never summed. The Communication says \"EUR 3 billion\"; the press release says \"up to €3 billion\". No split by instrument, stage or material is stated." }, { "id": "fin-in-ncmm-2025-government-expenditure", "eventId": "evt-in-ncmm-2025", "relationships": [], "instrument": "unspecified", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "163000000000", "currency": "INR", "qualifier": "exact", "amountAsStated": "an expenditure of Rs.16,300 crore", "currencyBasis": "stated" }, "provider": "Government of India", "providerJurisdiction": "india", "providerOrgIds": [ "org-in-government" ], "legalAuthority": null, "programmeId": "prg-in-ncmm", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "exploration", "mining", "processing", "recycling", "stockpiling", "research_development" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "authorized", "date": "2025-01-29", "sourceId": "src-pib-ncmm-2025", "note": "Approved by the Union Cabinet." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-pib-ncmm-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "stages", "status", "programme" ], "evidence": "explicit", "locator": "Paragraphs 1–4", "note": null } ], "notes": "Rs.1 crore = 10,000,000 rupees. The headline gives an outlay of Rs.34,300 crore over seven years, the sum of this expenditure and the Rs.18,000 crore of expected PSU investment; the two are recorded separately and the sum is not stored. Stages follow the release: exploration, mining, beneficiation and processing, recovery from end-of-life products, a domestic stockpile and research." }, { "id": "fin-in-ncmm-2025-psu-investment", "eventId": "evt-in-ncmm-2025", "relationships": [], "instrument": "unspecified", "valueRole": "expected_co_investment", "capitalSource": "public_enterprise", "amount": { "value": "180000000000", "currency": "INR", "qualifier": "exact", "amountAsStated": "expected investment of Rs.18,000 crore by PSUs, etc.", "currencyBasis": "stated" }, "provider": "Indian public-sector undertakings (\"PSUs, etc.\")", "providerJurisdiction": "india", "providerOrgIds": [], "legalAuthority": null, "programmeId": "prg-in-ncmm", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-01-29", "sourceId": "src-pib-ncmm-2025", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-pib-ncmm-2025", "supports": [ "instrument", "value_role", "amount", "status", "programme" ], "evidence": "explicit", "locator": "Paragraph 1", "note": null }, { "sourceId": "src-pib-ncmm-2025", "supports": [ "capital_source", "provider" ], "evidence": "ambiguous", "locator": "Paragraph 1", "note": "\"PSUs, etc.\": the \"etc.\" leaves open investors other than public-sector undertakings." } ], "notes": "Money the government expects others to invest, not a government commitment." }, { "id": "fin-jp-jare-lynas-2023-equity", "eventId": "evt-jp-jogmec-lynas-2023", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "mixed_vehicle", "amount": { "value": "200000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "an additional AUD 200million worth investment in the equity of Lynas Rare Earths Limited", "currencyBasis": "stated" }, "provider": "Japan Australia Rare Earth (JARE), co-founded by Sojitz Corporation and JOGMEC", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jare" ], "legalAuthority": null, "programmeId": null, "recipient": "Lynas Rare Earths Limited", "recipientOrgIds": [ "org-lynas" ], "project": "Lynas mid-term growth plan: light rare earths production capacity expansion and heavy rare earths separation commencement", "projectId": null, "associatedProjectIds": [ "prj-lynas-lre-capacity-expansion", "prj-lynas-hre-separation" ], "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "rare-earth-elements", "dysprosium", "terbium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2023-03-07", "sourceId": "src-jogmec-lynas", "note": null }, { "status": "contracted", "date": "2023-03-07", "sourceId": "src-lynas-asx-20230307-jare-agreements", "note": "Lynas' 7 March 2023 ASX announcement states: \"The agreements were signed today at a signing ceremony in Tokyo, Japan\". The share subscription and cash receipt follow signing." }, { "status": "disbursed", "date": null, "sourceId": "src-lynas-q3-2023-jare-cash", "note": "The quarterly filing confirms receipt of AUD200 million cash through an ordinary-share subscription during the March quarter; no exact transfer day is stated." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "materials", "status" ], "evidence": "explicit", "locator": "First paragraph", "note": null }, { "sourceId": "src-lynas-asx-20230307-jare-agreements", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraph (signing of new agreements) and closing paragraphs (\"The agreements were signed today at a signing ceremony in Tokyo, Japan\")", "note": "Lynas' own announcement dated 7 March 2023 establishes execution that day. It does not state the subscription or cash-receipt day." }, { "sourceId": "src-lynas-q3-2023-jare-cash", "supports": [ "status" ], "evidence": "explicit", "locator": "Page 10, JARE Support for Lynas' Growth; page 11, Cash Position", "note": "The filing, referring to the 7 March 2023 announcement, reports the signed agreements and AUD200 million cash contributed through an ordinary-share subscription, and records the AUD200 million JARE proceeds in the March-quarter cash-flow table. It supports the disbursed status; the signing day rests on the announcement above." } ], "notes": "The release does not split the AUD 200 million between Sojitz and JOGMEC or between the light-rare-earth capacity expansion and heavy-rare-earth separation components of the growth plan. associatedProjectIds records both components without allocating the amount. No stage is recorded on the financing row because the plan spans distinct undertakings without a stated split. The cash receipt is confirmed by Lynas' March-quarter 2023 filing. A later HRE production milestone at Lynas Malaysia is not treated as completion of this broader, unallocated growth plan.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": null } }, { "id": "fin-jp-jare-lynas-2023-hre-offtake", "eventId": "evt-jp-jogmec-lynas-2023", "relationships": [], "instrument": "offtake", "valueRole": "commitment", "capitalSource": "not_stated", "amount": null, "provider": "Sojitz Corporation and JOGMEC", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jp-jogmec", "org-sojitz" ], "legalAuthority": null, "programmeId": null, "recipient": "Lynas Rare Earths Limited", "recipientOrgIds": [ "org-lynas" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "separation" ], "stageAllocation": "single_stage", "materialIds": [ "dysprosium", "terbium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": null, "sourceId": "src-jogmec-lynas", "note": "\"have entered into an agreement\"; the date of the agreement is not stated." } ], "implementationStatusHistory": [], "terms": [ { "kind": "offtake_share", "value": "65", "qualifier": "up_to", "currency": null, "unit": "% of heavy rare earths produced from Mt. Weld feedstock", "asStated": "supply up to 65% of the HRE (dysprosium and terbium) produced by Lynas from Mt. Weld feedstock to the Japanese market", "sourceId": "src-jogmec-lynas", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "instrument", "value_role", "provider", "recipient", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "First paragraph", "note": null } ], "notes": "A supply agreement between a trading company, a state agency and the producer; no money value is stated." }, { "id": "fin-jp-jogmec-almt-tungsten-grant", "eventId": "evt-jp-espa-almt-tungsten-2026", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "7500000000", "currency": "JPY", "qualifier": "approximately", "amountAsStated": "※助成額は約75億円", "currencyBasis": "stated" }, "provider": "Japan Organization for Metals and Energy Security (JOGMEC)", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jp-jogmec" ], "legalAuthority": "経済安全保障推進法 (Economic Security Promotion Act)", "programmeId": "prg-jp-jogmec-critical-minerals-grants", "recipient": "株式会社アライドマテリアル", "recipientOrgIds": [ "org-allied-material" ], "project": "New tungsten reduction and carburisation facilities to raise production of tungsten powder and tungsten carbide powder.", "projectId": "prj-jp-almt-tungsten", "facility": null, "locations": [], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-03-18", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "METI's list gives the subsidy with the plan certified on 令和8年3月18日." }, { "status": "decided", "date": null, "sourceId": "src-jogmec-critical-minerals-grants", "note": "Listed among JOGMEC's grant decisions (交付決定事業) for 令和7年度; the decision date is not stated." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2026-04-09", "sourceId": "src-allied-tungsten-expansion-20260409", "note": "The recipient announced a new plant and related reduction/carburisation equipment, with a site secured about 1 km from its Toyama Works. The release states planned construction and a first-half FY2028 operating target; it does not report construction commencement or current operation." } ], "terms": [ { "kind": "other", "value": "50", "qualifier": "up_to", "currency": null, "unit": "% of the applicant's cost of the undertaking", "asStated": "申請者負担額の1／2を上限", "sourceId": "src-jogmec-critical-minerals-grants", "note": "Programme-wide maximum grant rate, as stated in JOGMEC's 助成率 table. It is not an exact subsidy-to-total-project-cost ratio for this plan." } ], "outcomes": [ { "metric": "target_date", "value": null, "qualifier": null, "unit": null, "targetDate": "2028", "asStated": "2028年度上期の稼働開始を目指し", "statedBy": "recipient", "sourceId": "src-allied-tungsten-expansion-20260409", "note": "Target for the first half of FY2028. The year-only index retains the year; fiscal-period precision remains in asStated and this note. No exact operating date or achieved operation is reported." }, { "metric": "other", "value": "1.5", "qualifier": "approximately", "unit": "times current manufacturing capacity", "targetDate": null, "asStated": "製造能力を約1.5倍に引き上げます", "statedBy": "recipient", "sourceId": "src-allied-tungsten-expansion-20260409", "note": "Recipient's planned capacity expansion for tungsten and tungsten-carbide powders, associated with the new plant and related equipment. This is a stated target, not measured output or the new plant's standalone annual tonnage." } ], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "materials", "status" ], "evidence": "explicit", "locator": "Section 4, plan ２０２５重要鉱物第２号－１", "note": "The subsidy (助成) is paid by JOGMEC to businesses whose plans METI certifies." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２５重要鉱物第２号－１", "note": "還元及び炭化 (reduction and carburisation) into tungsten and tungsten carbide powder is read as processing." }, { "sourceId": "src-jogmec-critical-minerals-grants", "supports": [ "provider", "programme", "legal_authority", "terms", "status" ], "evidence": "explicit", "locator": "Programme description; 交付決定事業", "note": "Rechecked on 3 October 2026: Allied Material remains listed among grant decisions (交付決定事業), approximately JPY 7.5 billion, in FY2025. No calendar decision date or payment amount is stated. The 助成率 table states a ceiling of half the applicant's undertaking costs." }, { "sourceId": "src-allied-tungsten-expansion-20260409", "supports": [ "project", "status", "outcomes" ], "evidence": "explicit", "locator": "Page 1, opening and new-site paragraphs", "note": "Recipient identifies the same METI-certified tungsten reduction/carburisation initiative and announces the plant and capacity targets. Planned construction is not proof that construction has started." } ], "notes": "The amount is approximate as both lists print it (約, \"about\"); the yen figure is 億円 × 100,000,000. Lifecycle review on 3 October 2026 retains decided status and an unknown grant-decision date. The 9 April recipient release adds an announced physical project near Toyama Works and a first-half FY2028 operating target. Its approximately JPY 15.9 billion investment plan is separate from the approximately JPY 7.5 billion public grant. The reviewed sources do not establish grant cash receipt, construction commencement or operation.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-03", "implementationStatusCheckedAt": "2026-10-03" } }, { "id": "fin-jp-jogmec-japan-new-metals-tungsten-grant", "eventId": "evt-jp-espa-japan-new-metals-tungsten-2026", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "2000000000", "currency": "JPY", "qualifier": "approximately", "amountAsStated": "※助成額は約20億円", "currencyBasis": "stated" }, "provider": "Japan Organization for Metals and Energy Security (JOGMEC)", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jp-jogmec" ], "legalAuthority": "経済安全保障推進法 (Economic Security Promotion Act)", "programmeId": "prg-jp-jogmec-critical-minerals-grants", "recipient": "日本新金属株式会社", "recipientOrgIds": [ "org-japan-new-metals" ], "project": "Expanded tungsten hydrometallurgical refining facilities in Japan.", "projectId": "prj-jp-japan-new-metals-tungsten", "facility": null, "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-09-07", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "METI's list gives the subsidy with the plan certified on 令和8年9月7日; JOGMEC's list of grant decisions, as read, does not yet include it." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "50", "qualifier": "exact", "currency": null, "unit": "% of the applicant's cost of the undertaking", "asStated": "当該取組に係る申請者負担額の1／2の助成金", "sourceId": "src-jogmec-critical-minerals-grants", "note": "The programme-wide rate; the list does not restate it per plan." } ], "outcomes": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第３号－１", "note": "The subsidy (助成) is paid by JOGMEC to businesses whose plans METI certifies." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第３号－１", "note": "湿式精錬 (hydrometallurgical refining) is coded as refining." }, { "sourceId": "src-jogmec-critical-minerals-grants", "supports": [ "provider", "programme", "legal_authority", "terms" ], "evidence": "explicit", "locator": "Programme description", "note": null } ], "notes": "The amount is approximate as both lists print it (約, \"about\"); the yen figure is 億円 × 100,000,000." }, { "id": "fin-jp-jogmec-lofdal-2026-equity", "eventId": "evt-jp-jogmec-lofdal-2026", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "47668000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "up to 47.668 million Canadian dollars (approximately 5.5 billion yen)", "currencyBasis": "stated" }, "provider": "Japan Organization for Metals and Energy Security (JOGMEC)", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jp-jogmec" ], "legalAuthority": null, "programmeId": null, "recipient": "TJ Namibia Rare Earths Corporation (special purpose company established by Toyota Tsusho)", "recipientOrgIds": [ "org-tj-namibia-rare-earths" ], "project": "Lofdal heavy rare earth development project", "projectId": "prj-na-lofdal", "facility": null, "locations": [ { "countryCode": "NA", "subnational": "Kunene Region", "asStated": "the Lofdal area of the Kunene Region, Republic of Namibia" } ], "stages": [ "exploration", "mining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "dysprosium", "terbium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": null, "sourceId": "src-jogmec-lofdal-en", "note": "\"JOGMEC has decided to invest up to 47.668 million Canadian dollars\"; the decision date is not stated." }, { "status": "partially_disbursed", "date": "2026-07-23", "sourceId": "src-jogmec-lofdal-en", "note": "\"The initial investment was made on July 23, 2026.\"" } ], "implementationStatusHistory": [ { "status": "feasibility", "date": null, "sourceId": "src-jogmec-lofdal-en", "note": "A Definitive Feasibility Study is being conducted through TJ." } ], "terms": [], "outcomes": [ { "metric": "other", "value": null, "qualifier": null, "unit": null, "targetDate": null, "asStated": "JOGMEC and Toyota Tsusho ... aim to make a final decision on commercialization during FY2026.", "statedBy": "government", "sourceId": "src-jogmec-lofdal-en", "note": "Joint statement by JOGMEC and Toyota Tsusho; Japanese FY2026 runs April 2026 to March 2027." } ], "evidence": [ { "sourceId": "src-jogmec-lofdal-en", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status", "outcomes" ], "evidence": "explicit", "locator": "Second to fourth paragraphs", "note": null }, { "sourceId": "src-jogmec-lofdal-ja", "supports": [ "stages" ], "evidence": "explicit", "locator": "Title", "note": "The Japanese title describes the SPC's business as レアアース探査・開発事業 (rare earth exploration and development)." }, { "sourceId": "src-ncmi-lofdal-jv-20260730", "supports": [ "amount", "project", "status" ], "evidence": "explicit", "locator": "Page 1, investment paragraphs; page 2, Advancing a Strategic Heavy Rare Earth Supply Chain", "note": "The project company corroborates JOGMEC's up-to-CAD-47.668-million SPC investment and the initial investment on 23 July, without disclosing the paid amount. Its completed CAD 23 million earn-in and approximately CAD 11 million expanded DFS budget are distinct figures, not payments measured against this equity commitment. The DFS includes pilot-scale metallurgical work, separation testwork, engineering, permitting and mine planning; it is not a construction or operating milestone." }, { "sourceId": "src-ncmi-lofdal-jv-update-20260831", "supports": [ "project" ], "evidence": "explicit", "locator": "Page 1, opening transaction-update paragraphs", "note": "The underlying project-interest transaction still requires shareholder consent and regulatory approvals, including final TSX Venture Exchange approval. These conditions concern implementation of that transaction and do not reverse JOGMEC's disclosed initial capitalization of TJ." } ], "notes": "The amount is in Canadian dollars in both the Japanese and English releases; the yen figure is an approximation given in the release (約54.6億円 in the Japanese text, \"approximately 5.5 billion yen\" in English) and is not recorded as a separate amount. Lifecycle review on 3 October 2026 retains partially_disbursed financial status: the initial SPC investment occurred on 23 July, but the initial investment amount is not disclosed. Namibia Critical Metals' completed C$23 million earn-in and approximately C$11 million expanded DFS budget are separate from JOGMEC's up-to-C$47.668 million SPC equity commitment; neither is coded as a paid amount against it. The recipient's 30 July release confirms ongoing DFS execution, including pilot-scale work and engineering, while its 31 August update says the underlying project-interest transaction still requires shareholder consent and regulatory approvals. Those transaction conditions do not negate the initial SPC investment. Feasibility remains the physical status, with its actual start date unknown; the reviewed sources do not establish commercial mine construction, operation or a completed final investment decision. The FY2026 commercialization decision remains a target.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-03", "implementationStatusCheckedAt": "2026-10-03" } }, { "id": "fin-jp-jogmec-santoku-rare-earth-grant", "eventId": "evt-jp-espa-santoku-rare-earth-2026", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "800000000", "currency": "JPY", "qualifier": "approximately", "amountAsStated": "※助成額は約8億円", "currencyBasis": "stated" }, "provider": "Japan Organization for Metals and Energy Security (JOGMEC)", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jp-jogmec" ], "legalAuthority": "経済安全保障推進法 (Economic Security Promotion Act)", "programmeId": "prg-jp-jogmec-critical-minerals-grants", "recipient": "株式会社三徳", "recipientOrgIds": [ "org-santoku" ], "project": "New smelting facilities in Japan to increase rare earth production.", "projectId": "prj-jp-santoku-rare-earth", "facility": null, "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-07-29", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "METI's list gives the subsidy with the plan certified on 令和8年7月29日." }, { "status": "decided", "date": null, "sourceId": "src-jogmec-critical-minerals-grants", "note": "Listed among JOGMEC's grant decisions (交付決定事業) for 令和8年度; the decision date is not stated." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "50", "qualifier": "exact", "currency": null, "unit": "% of the applicant's cost of the undertaking", "asStated": "当該取組に係る申請者負担額の1／2の助成金", "sourceId": "src-jogmec-critical-minerals-grants", "note": "The programme-wide rate; the list does not restate it per plan." } ], "outcomes": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第２号－１", "note": "The subsidy (助成) is paid by JOGMEC to businesses whose plans METI certifies." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第２号－１", "note": "製錬 (smelting and refining) is read as refining; the list does not say whether separation is included." }, { "sourceId": "src-jogmec-critical-minerals-grants", "supports": [ "provider", "programme", "legal_authority", "terms", "status" ], "evidence": "explicit", "locator": "Programme description; 交付決定事業", "note": null } ], "notes": "The amount is approximate as both lists print it (約, \"about\"); the yen figure is 億円 × 100,000,000." }, { "id": "fin-jp-jogmec-shin-etsu-rare-earth-grant", "eventId": "evt-jp-espa-shin-etsu-rare-earth-2026", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "17500000000", "currency": "JPY", "qualifier": "approximately", "amountAsStated": "※助成額は約175億円", "currencyBasis": "stated" }, "provider": "Japan Organization for Metals and Energy Security (JOGMEC)", "providerJurisdiction": "japan", "providerOrgIds": [ "org-jp-jogmec" ], "legalAuthority": "経済安全保障推進法 (Economic Security Promotion Act)", "programmeId": "prg-jp-jogmec-critical-minerals-grants", "recipient": "信越化学工業株式会社", "recipientOrgIds": [ "org-shin-etsu-chemical" ], "project": "New smelting facilities in Japan to increase rare earth production.", "projectId": "prj-jp-shin-etsu-rare-earth", "facility": null, "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-05-19", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "METI's list gives the subsidy with the plan certified on 令和8年5月19日." }, { "status": "decided", "date": null, "sourceId": "src-jogmec-critical-minerals-grants", "note": "Listed among JOGMEC's grant decisions (交付決定事業) for 令和8年度; the decision date is not stated." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "50", "qualifier": "exact", "currency": null, "unit": "% of the applicant's cost of the undertaking", "asStated": "当該取組に係る申請者負担額の1／2の助成金", "sourceId": "src-jogmec-critical-minerals-grants", "note": "The programme-wide rate; the list does not restate it per plan." } ], "outcomes": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第１号－１", "note": "The subsidy (助成) is paid by JOGMEC to businesses whose plans METI certifies." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第１号－１", "note": "製錬 (smelting and refining) is read as refining; the list does not say whether separation is included." }, { "sourceId": "src-jogmec-critical-minerals-grants", "supports": [ "provider", "programme", "legal_authority", "terms", "status" ], "evidence": "explicit", "locator": "Programme description; 交付決定事業", "note": null } ], "notes": "The amount is approximate as both lists print it (約, \"about\"); the yen figure is 億円 × 100,000,000." }, { "id": "fin-uk-cms-2025-critical-mineral-fund", "eventId": "evt-uk-cms-2025", "relationships": [], "instrument": "grant", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "50000000", "currency": "GBP", "qualifier": "up_to", "amountAsStated": "funding of up to £50 million will be made available by DBT to support critical mineral projects", "currencyBasis": "stated" }, "provider": "Department for Business and Trade", "providerJurisdiction": "uk", "providerOrgIds": [ "org-uk-dbt" ], "legalAuthority": null, "programmeId": null, "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-11-22", "sourceId": "src-gov-uk-cms-2025", "note": "\"Further detail will be announced in 2026.\"" } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-gov-uk-cms-2025", "supports": [ "value_role", "capital_source", "amount", "provider", "status" ], "evidence": "explicit", "locator": "p. 20 (Industrial Strategy section); p. 41", "note": null }, { "sourceId": "src-gov-uk-cms-2025", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "p. 20", "note": "The strategy frames the fund as \"bespoke, targeted grant funding\" and elsewhere as \"bespoke critical mineral support\"." } ], "notes": "The strategy says the fund \"could include expanding research and innovation as well as supporting commercialisation\"; because that is conditional, no stage is recorded." }, { "id": "fin-uk-nwf-2026-tungsten-procurement-right", "eventId": "evt-uk-nwf-tungsten-west-2026", "relationships": [], "instrument": "procurement_right", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "UK Government", "providerJurisdiction": "uk", "providerOrgIds": [ "org-uk-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Tungsten West", "recipientOrgIds": [ "org-tungsten-west" ], "project": null, "projectId": "prj-gb-hemerdon", "facility": "Hemerdon mine", "locations": [ { "countryCode": "GB", "subnational": "Devon", "asStated": "on the outskirts of Plymouth" } ], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2026-08-25", "sourceId": "src-nwf-tungsten-west-2026", "note": "An exclusive negotiation period only: \"The offtake agreement is being negotiated separately by UK Government.\"" } ], "implementationStatusHistory": [], "terms": [ { "kind": "procurement_share", "value": "50", "qualifier": "up_to", "currency": null, "unit": "% of the mine's tungsten production", "asStated": "the right to procure up to 50% of the mine's tungsten production, stated in its 2025 Feasibility Study", "sourceId": "src-nwf-tungsten-west-2026", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "facility", "location", "stages", "materials", "status", "terms", "project" ], "evidence": "explicit", "locator": "Third paragraph", "note": null } ], "notes": "Unlocked by the NWF investment but not part of it. No agreement had been concluded when the release was published." }, { "id": "fin-uk-nwf-2026-tungsten-west-equity", "eventId": "evt-uk-nwf-tungsten-west-2026", "relationships": [ { "commitmentId": "fin-uk-nwf-2026-tungsten-west-package", "relationship": "part_of", "sourceId": "src-nwf-tungsten-west-2026", "locator": "Second paragraph", "note": null } ], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "36000000", "currency": "GBP", "qualifier": "exact", "amountAsStated": "a £36 million equity investment", "currencyBasis": "stated" }, "provider": "National Wealth Fund", "providerJurisdiction": "uk", "providerOrgIds": [ "org-uk-nwf" ], "legalAuthority": null, "programmeId": null, "recipient": "Tungsten West", "recipientOrgIds": [ "org-tungsten-west" ], "project": "Restart of production at the Hemerdon tungsten and tin mine", "projectId": "prj-gb-hemerdon", "facility": "Hemerdon mine", "locations": [ { "countryCode": "GB", "subnational": "Devon", "asStated": "on the outskirts of Plymouth" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "tungsten" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "tin" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-08-25", "sourceId": "src-nwf-tungsten-west-2026", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "facility", "location", "stages", "materials", "relationships", "status" ], "evidence": "explicit", "locator": "Second paragraph", "note": null } ], "notes": null }, { "id": "fin-uk-nwf-2026-tungsten-west-lending", "eventId": "evt-uk-nwf-tungsten-west-2026", "relationships": [ { "commitmentId": "fin-uk-nwf-2026-tungsten-west-package", "relationship": "part_of", "sourceId": "src-nwf-tungsten-west-2026", "locator": "Second paragraph", "note": null } ], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "35000000", "currency": "GBP", "qualifier": "up_to", "amountAsStated": "up to £35 million of lending", "currencyBasis": "stated" }, "provider": "National Wealth Fund", "providerJurisdiction": "uk", "providerOrgIds": [ "org-uk-nwf" ], "legalAuthority": null, "programmeId": null, "recipient": "Tungsten West", "recipientOrgIds": [ "org-tungsten-west" ], "project": "Restart of production at the Hemerdon tungsten and tin mine", "projectId": "prj-gb-hemerdon", "facility": "Hemerdon mine", "locations": [ { "countryCode": "GB", "subnational": "Devon", "asStated": "on the outskirts of Plymouth" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "tungsten" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "tin" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-08-25", "sourceId": "src-nwf-tungsten-west-2026", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "facility", "location", "stages", "materials", "relationships", "status" ], "evidence": "explicit", "locator": "Second paragraph", "note": null } ], "notes": null }, { "id": "fin-uk-nwf-2026-tungsten-west-package", "eventId": "evt-uk-nwf-tungsten-west-2026", "relationships": [], "instrument": "mixed", "valueRole": "commitment", "capitalSource": "public_enterprise", "amount": { "value": "71000000", "currency": "GBP", "qualifier": "up_to", "amountAsStated": "an investment of up to £71 million in Tungsten West", "currencyBasis": "stated" }, "provider": "National Wealth Fund", "providerJurisdiction": "uk", "providerOrgIds": [ "org-uk-nwf" ], "legalAuthority": null, "programmeId": null, "recipient": "Tungsten West", "recipientOrgIds": [ "org-tungsten-west" ], "project": "Restart of production at the Hemerdon tungsten and tin mine", "projectId": "prj-gb-hemerdon", "facility": "Hemerdon mine", "locations": [ { "countryCode": "GB", "subnational": "Devon", "asStated": "on the outskirts of Plymouth" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "tungsten" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "tin" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-08-25", "sourceId": "src-nwf-tungsten-west-2026", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [ { "metric": "target_date", "value": null, "qualifier": null, "unit": null, "targetDate": "2027", "asStated": "The Company is targeting ramp up to full scale production in Q1 2027.", "statedBy": "recipient", "sourceId": "src-nwf-tungsten-west-2026", "note": "First quarter of 2027." }, { "metric": "direct_jobs", "value": "350", "qualifier": "approximately", "unit": "direct jobs", "targetDate": null, "asStated": "The Hemerdon project is expected to support around 350 direct jobs once fully operational", "statedBy": "government", "sourceId": "src-nwf-tungsten-west-2026", "note": "Stated by the National Wealth Fund, which is wholly owned by HM Treasury." } ], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "facility", "location", "stages", "materials", "status", "outcomes" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "The National Wealth Fund is \"wholly owned by HM Treasury\"." } ], "notes": "The package total; its equity and lending components are recorded as parts of it. The stages render \"construction, commissioning and processing costs associated with restarting production\"." }, { "id": "fin-us-alcoa-sojitz-gallium-2025-equity", "eventId": "evt-us-au-framework-2025", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "United States Government", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-government" ], "legalAuthority": null, "programmeId": null, "recipient": "Alcoa-Sojitz Gallium Recovery Project", "recipientOrgIds": [], "project": "Gallium recovery at the Alcoa-Sojitz project", "projectId": "prj-au-alcoa-sojitz-gallium", "facility": null, "locations": [ { "countryCode": "AU", "subnational": "Western Australia", "asStated": "Wagerup, Western Australia" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": null } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-08-24", "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "note": "Alcoa states that the 24 August 2026 groundbreaking marked the start of construction at Wagerup." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "project", "location", "materials", "status" ], "evidence": "explicit", "locator": "Sixth paragraph", "note": "\"The United States Government is also making an equity investment with a right of offtake.\" Stated in the Australian release; no US source in the corpus gives the amount." }, { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Sixth paragraph", "note": null }, { "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "Supports the project's physical construction status only; it does not establish execution or payment of this specific public financial instrument." } ], "notes": "No amount is stated, and none is inferred. The right of offtake that accompanies it is not separately recorded because the release gives no term for it. Lifecycle review on 2 October 2026 confirmed physical construction began on 24 August 2026. The reviewed primary sources did not establish that this specific government equity/offtake instrument had been legally executed or paid, so its financial status is not promoted beyond the existing announced state.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-02", "implementationStatusCheckedAt": "2026-10-02" } }, { "id": "fin-us-army-perpetua-antimony-otia", "eventId": "evt-us-army-perpetua-otia-2023", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "27100000", "currency": "USD", "qualifier": "approximately", "amountAsStated": "The current estimated amount is $27.1 million", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of Defense / U.S. Army through the Defense Ordnance Technology Consortium", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Prototype Other Transaction authority", "programmeId": null, "recipient": "Perpetua Resources Idaho, Inc.", "recipientOrgIds": [ "org-perpetua-resources-idaho" ], "project": "Domestic antimony trisulfide process demonstration and modular pilot plant using Stibnite ore", "projectId": "prj-us-inl-antimony-pilot", "facility": "INL antimony sulfide modular pilot plant", "locations": [ { "countryCode": "US", "subnational": "Idaho", "asStated": "Idaho Falls, Idaho" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2023-08-18", "sourceId": "src-perpetua-sec-dotc-2023", "note": "The OTIA was awarded under Prototype Other Transaction authority on 18 August 2023." }, { "status": "partially_disbursed", "date": null, "sourceId": "src-perpetua-sec-2026-q2", "note": "The filing reports grant income and cash reimbursements under the still-active OTIA; the full current estimated amount had not been paid." } ], "implementationStatusHistory": [ { "status": "operational", "date": "2026-07-29", "sourceId": "src-us-army-antimony-pilot-2026", "note": "The Army marked the opening of the prototype processing facility at INL and commencement of demonstration activities on 29 July 2026." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-perpetua-sec-dotc-2023", "supports": [ "instrument", "value_role", "capital_source", "provider", "legal_authority", "recipient", "project", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Item 8.01", "note": "The filing calls the support an OTIA/grant and describes the pilot-plant and process-development work." }, { "sourceId": "src-perpetua-sec-2026-q2", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "DOW Ordnance Technology Consortium Grant", "note": "The filing summarizes the 2023, 2025 and 2026 additions and gives the current estimated amount of $27.1M." }, { "sourceId": "src-us-army-antimony-pilot-2026", "supports": [ "project", "facility", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening and programme-history paragraphs", "note": null } ], "notes": "The current estimate incorporates the original up-to-$15.5M 2023 OTIA plus later additions. The amount remains subject to adjustment as scope, costs and budget change." }, { "id": "fin-us-au-framework-2025-au-financing", "eventId": "evt-us-au-framework-2025", "relationships": [], "instrument": "mixed", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1000000000", "currency": "USD", "qualifier": "at_least", "amountAsStated": "the US and Australia will take measures to each provide at least USD$1 billion in investments", "currencyBasis": "stated" }, "provider": "Australian Government", "providerJurisdiction": "australia", "providerOrgIds": [ "org-au-government" ], "legalAuthority": null, "programmeId": null, "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "mining", "separation", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": "Announced with the Framework in Washington on 20 October 2025; the Australian release is dated 21 October 2025." } ], "implementationStatusHistory": [], "terms": [ { "kind": "duration", "value": "6", "qualifier": "exact", "currency": null, "unit": "months", "asStated": "within 6 months of the date of this Framework", "sourceId": "src-wh-us-au-framework-2025", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "value_role", "capital_source", "amount", "provider", "status" ], "evidence": "explicit", "locator": "Third paragraph", "note": "The Australian release says \"each\"; the Framework text alone says \"at least $1 billion in financing to projects located in each of the United States and Australia\"." }, { "sourceId": "src-wh-us-au-framework-2025", "supports": [ "instrument", "stages", "terms" ], "evidence": "explicit", "locator": "Recitals; Section I, investment and financing clauses", "note": "\"The Participants will mobilize government and private sector support including for capital and operational expenditures via guarantees, loans, or equity; finalization of offtake arrangements; insurance; or regulatory facilitation.\"" } ], "notes": "An envelope each government says it is taking measures to provide, not money committed to a recipient. Section II: the Framework \"does not constitute or create any legally binding or enforceable obligations\". The stages follow the Framework's objective of resilient supply chains \"including mining, separation, and processing\"." }, { "id": "fin-us-au-framework-2025-project-pipeline", "eventId": "evt-us-au-framework-2025", "relationships": [], "instrument": "unspecified", "valueRole": "total_project_cost", "capitalSource": "not_stated", "amount": { "value": "8500000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "an USD$8.5 billion pipeline of priority critical minerals projects in Australia and the United States", "currencyBasis": "stated" }, "provider": null, "providerJurisdiction": null, "providerOrgIds": [], "legalAuthority": null, "programmeId": null, "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "instrument", "value_role", "amount", "status" ], "evidence": "explicit", "locator": "Third paragraph", "note": null } ], "notes": "The value of a project pipeline, not public money. Recorded so it is never mistaken for support; the release does not list the projects or say who pays for them." }, { "id": "fin-us-au-framework-2025-us-financing", "eventId": "evt-us-au-framework-2025", "relationships": [], "instrument": "mixed", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1000000000", "currency": "USD", "qualifier": "at_least", "amountAsStated": "the US and Australia will take measures to each provide at least USD$1 billion in investments", "currencyBasis": "stated" }, "provider": "United States Government", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-government" ], "legalAuthority": null, "programmeId": null, "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "mining", "separation", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-10-20", "sourceId": "src-pm-us-au-framework-2025", "note": "Announced with the Framework in Washington on 20 October 2025; the Australian release is dated 21 October 2025." } ], "implementationStatusHistory": [], "terms": [ { "kind": "duration", "value": "6", "qualifier": "exact", "currency": null, "unit": "months", "asStated": "within 6 months of the date of this Framework", "sourceId": "src-wh-us-au-framework-2025", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "value_role", "capital_source", "amount", "provider", "status" ], "evidence": "explicit", "locator": "Third paragraph", "note": "The Australian release says \"each\"; the Framework text alone says \"at least $1 billion in financing to projects located in each of the United States and Australia\"." }, { "sourceId": "src-wh-us-au-framework-2025", "supports": [ "instrument", "stages", "terms" ], "evidence": "explicit", "locator": "Recitals; Section I, investment and financing clauses", "note": "\"The Participants will mobilize government and private sector support including for capital and operational expenditures via guarantees, loans, or equity; finalization of offtake arrangements; insurance; or regulatory facilitation.\"" } ], "notes": "An envelope each government says it is taking measures to provide, not money committed to a recipient. Section II: the Framework \"does not constitute or create any legally binding or enforceable obligations\". The stages follow the Framework's objective of resilient supply chains \"including mining, separation, and processing\"." }, { "id": "fin-us-chips-usar-2026-direct-funding", "eventId": "evt-us-chips-usar-2026", "relationships": [], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "277000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "direct funding awards (the “Direct Funding”) with a maximum award amount of $277.0 million in the aggregate", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": "CHIPS Act of 2022", "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "mining", "processing", "refining", "component_manufacturing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium", "ndfeb-magnets" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "hafnium", "zirconium" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-01-26", "sourceId": "src-nist-chips-usar-2026", "note": "\"a non-binding letter of intent to provide up to $277 million in direct funding\"." }, { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Direct Funding Agreement entered into on 3 June 2026. Signing obligates no funds: under Exhibit 10.1 Section 2.1(b) the Department obligates funds only when it delivers a Funding Obligation, and disbursements follow project milestones, subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "16132790", "qualifier": "exact", "currency": null, "unit": "shares of USAR common stock issued to the DOC", "asStated": "USAR will issue to the DOC 16,132,790 shares of USAR Common Stock (the “SIA Shares”)", "sourceId": "src-usar-8k-2026-06-03", "note": "Consideration to the government under the Securities Issuance Agreement, entered into \"as inducement to enter into\" the Direct Funding Agreement." }, { "kind": "other", "value": "17600584", "qualifier": "exact", "currency": null, "unit": "shares under warrant at $17.17 per share", "asStated": "a warrant (the “Warrant”) to purchase 17,600,584 shares of USAR Common Stock (the “Warrant Shares”) at an exercise price of $17.17 per share", "sourceId": "src-usar-8k-2026-06-03", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-nist-chips-usar-2026", "supports": [ "value_role", "capital_source", "provider", "recipient", "status", "materials", "stages" ], "evidence": "explicit", "locator": "First to fourth paragraphs", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "amount", "provider", "recipient", "programme", "legal_authority", "status", "terms" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding Agreement; Securities Issuance Agreement", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Item 1.01, Direct Funding Agreement", "note": "The filing calls them \"direct funding awards\" that reimburse eligible costs on milestones and never calls them grants; recorded as instrument not specified." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Article 1, definitions of “Direct Funding” and “CHIPS Incentives”; Section 2.1(a)", "note": "The executed agreement defines \"Direct Funding\" as \"direct funding under the NOFO in the form of an other transaction\" and lists grants, cooperative agreements and other transactions as separate forms of CHIPS Incentives. It never calls the awards grants. The vocabulary has no instrument for an other transaction, so the instrument is recorded as not specified, not as grant." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "status" ], "evidence": "explicit", "locator": "Section 2.1(b)", "note": "Contracted means the agreement is executed: no obligation of funds occurs on execution, only when the Department delivers a Funding Obligation, up to the scheduled cumulative disbursement amount and subject to the project's progress." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "terms" ], "evidence": "explicit", "locator": "Section 4.16", "note": "Issuing equity interests to the Department, in the amount the Securities Issuance Agreement specifies, is a condition precedent to the Award Date." } ], "notes": "The package; its five project awards are recorded as parts of it. Instrument not specified: the 8-K calls them \"direct funding awards\" and never grants, and the executed Direct Funding Agreement (Exhibit 10.1) defines Direct Funding as \"in the form of an other transaction\", a form it lists apart from grants and cooperative agreements; the vocabulary has no instrument for it. The government receives shares and a warrant in return, recorded as terms, not as money it provides; issuing the equity to the Department is a condition precedent to the Award Date (Section 4.16). Disbursement is milestone-based and reimburses eligible costs; under Section 2.1(b) no funds are obligated on execution, only when the Department delivers a Funding Obligation, and the Department may recover disbursements on the clawback events of Section 10.1.1. The corpus records no funding obligation and no disbursement." }, { "id": "fin-us-chips-usar-2026-loan-guarantee", "eventId": "evt-us-chips-usar-2026", "relationships": [], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "1300000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "to guarantee the repayment by USAR and its affiliates of advances in an aggregate principal amount of $1.3 billion (“FFB Advances” and, together with the Direct Funding, the “Awards”) made by the Federal Financing Bank", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office), guaranteeing Federal Financing Bank advances", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": "CHIPS Act of 2022", "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "mining", "processing", "refining", "component_manufacturing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium", "ndfeb-magnets" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "hafnium", "zirconium" ], "financialStatusHistory": [ { "status": "announced", "date": "2026-01-26", "sourceId": "src-nist-chips-usar-2026", "note": "\"up to $1.3 billion in a senior secured loan\" under a non-binding letter of intent." }, { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Loan Guarantee Agreement entered into on 3 June 2026; each Federal Financing Bank advance is subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [ { "kind": "duration", "value": "15", "qualifier": "exact", "currency": null, "unit": "years from the first advance under each note", "asStated": "Each FFB Advance matures fifteen (15) years after the first FFB Advance made under the applicable FFB Note.", "sourceId": "src-usar-8k-2026-06-03", "note": null }, { "kind": "other", "value": "2", "qualifier": "exact", "currency": null, "unit": "% of the FFB commitment, one-time commitment fee", "asStated": "a one-time commitment fee equal to 2.0% of the FFB commitment amount", "sourceId": "src-usar-8k-2026-06-03", "note": null }, { "kind": "other", "value": "2", "qualifier": "exact", "currency": null, "unit": "% per annum on the unutilized FFB commitment, ticking fee", "asStated": "a ticking fee equal to 2.0% per annum on the unutilized FFB commitment", "sourceId": "src-usar-8k-2026-06-03", "note": null }, { "kind": "lending_rate", "value": null, "qualifier": null, "currency": null, "unit": null, "asStated": "senior secured debt with a 15-year term and an expected rate of Treasury + 150 bps", "sourceId": "src-usar-8k-2026-06-03", "note": "The rate expected under the letter of intent; the agreement sets rates in each FFB note." } ], "outcomes": [], "evidence": [ { "sourceId": "src-nist-chips-usar-2026", "supports": [ "value_role", "capital_source", "provider", "recipient", "status", "materials", "stages" ], "evidence": "explicit", "locator": "First to fourth paragraphs", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument", "amount", "provider", "recipient", "programme", "legal_authority", "status", "terms" ], "evidence": "explicit", "locator": "Item 1.01, Loan Guarantee Agreement", "note": null } ], "notes": "The Federal Financing Bank, \"an instrumentality of the United States\", makes the advances and the DOC guarantees them; recorded once, as the DOC's guarantee, so the same $1.3 billion is not counted as both a loan and a guarantee. A guarantee is its own instrument and is never added to the direct funding. The package's five project tranches are recorded as parts of it." }, { "id": "fin-us-chips-usar-2026-magnet-project-2-direct-funding", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-direct-funding", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, Direct Funding (d)", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "60000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(d) $60.0 million for the construction of a new magnet making facility", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Magnet Project 2", "projectId": "prj-us-usar-magnet-project-2", "facility": null, "locations": [], "stages": [ "component_manufacturing" ], "stageAllocation": "single_stage", "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Direct Funding Agreement entered into on 3 June 2026. Signing obligates no funds: under Exhibit 10.1 Section 2.1(b) the Department obligates funds only when it delivers a Funding Obligation, and disbursements follow project milestones, subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding (d)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Item 1.01, Direct Funding (d)", "note": "The filing calls them \"direct funding awards\" that reimburse eligible costs on milestones and never calls them grants; recorded as instrument not specified." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Article 1, definitions of “Direct Funding” and “CHIPS Incentives”; Section 2.1(a)(iv)", "note": "The executed agreement defines \"Direct Funding\" as \"direct funding under the NOFO in the form of an other transaction\" and lists grants, cooperative agreements and other transactions as separate forms of CHIPS Incentives. It never calls the awards grants. The vocabulary has no instrument for an other transaction, so the instrument is recorded as not specified, not as grant." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "status" ], "evidence": "explicit", "locator": "Section 2.1(b)", "note": "Contracted means the agreement is executed: no obligation of funds for this project's award occurs on execution, only when the Department delivers a Funding Obligation, up to the project's scheduled cumulative disbursement amount and subject to its progress." }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Item 1.01 (d)", "note": "A new magnet making facility; the filing does not name the magnet type or the site. NdFeB is read from the company's Stillwater production, not stated for this project." } ], "notes": "Instrument not specified, as on the package: the 8-K calls this a \"direct funding award\" and the executed agreement defines Direct Funding as \"in the form of an other transaction\", never a grant." }, { "id": "fin-us-chips-usar-2026-magnet-project-2-loan-guarantee", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-loan-guarantee", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, FFB Advances (d)", "note": null } ], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "325000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(d) $325.0 million for the Magnet Project 2", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Magnet Project 2", "projectId": "prj-us-usar-magnet-project-2", "facility": null, "locations": [], "stages": [ "component_manufacturing" ], "stageAllocation": "single_stage", "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Loan Guarantee Agreement entered into on 3 June 2026; each Federal Financing Bank advance is subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument", "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status" ], "evidence": "explicit", "locator": "Item 1.01, FFB Advances (d)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Item 1.01 (d)", "note": "A new magnet making facility; the filing does not name the magnet type or the site. NdFeB is read from the company's Stillwater production, not stated for this project." } ], "notes": null }, { "id": "fin-us-chips-usar-2026-metal-project-2-direct-funding", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-direct-funding", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, Direct Funding (e)", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "15000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(e) $15.0 million for the construction of a new strip casting and metal making facility", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Metal Project 2", "projectId": "prj-us-usar-metal-project-2", "facility": null, "locations": [], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Direct Funding Agreement entered into on 3 June 2026. Signing obligates no funds: under Exhibit 10.1 Section 2.1(b) the Department obligates funds only when it delivers a Funding Obligation, and disbursements follow project milestones, subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding (e)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Item 1.01, Direct Funding (e)", "note": "The filing calls them \"direct funding awards\" that reimburse eligible costs on milestones and never calls them grants; recorded as instrument not specified." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Article 1, definitions of “Direct Funding” and “CHIPS Incentives”; Section 2.1(a)(v)", "note": "The executed agreement defines \"Direct Funding\" as \"direct funding under the NOFO in the form of an other transaction\" and lists grants, cooperative agreements and other transactions as separate forms of CHIPS Incentives. It never calls the awards grants. The vocabulary has no instrument for an other transaction, so the instrument is recorded as not specified, not as grant." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "status" ], "evidence": "explicit", "locator": "Section 2.1(b)", "note": "Contracted means the agreement is executed: no obligation of funds for this project's award occurs on execution, only when the Department delivers a Funding Obligation, up to the project's scheduled cumulative disbursement amount and subject to its progress." }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Item 1.01 (e)", "note": "A new strip casting and metal making facility; the filing does not name the site. Read as the refining stage." } ], "notes": "Instrument not specified, as on the package: the 8-K calls this a \"direct funding award\" and the executed agreement defines Direct Funding as \"in the form of an other transaction\", never a grant." }, { "id": "fin-us-chips-usar-2026-metal-project-2-loan-guarantee", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-loan-guarantee", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, FFB Advances (e)", "note": null } ], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "75000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(e) $75.0 million for the Metal Project 2", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Metal Project 2", "projectId": "prj-us-usar-metal-project-2", "facility": null, "locations": [], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Loan Guarantee Agreement entered into on 3 June 2026; each Federal Financing Bank advance is subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument", "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status" ], "evidence": "explicit", "locator": "Item 1.01, FFB Advances (e)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Item 1.01 (e)", "note": "A new strip casting and metal making facility; the filing does not name the site. Read as the refining stage." } ], "notes": null }, { "id": "fin-us-chips-usar-2026-round-top-direct-funding", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-direct-funding", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, Direct Funding (a)", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "132000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(a) $132.0 million for the construction of a rare earth mining and processing facility in Sierra Blanca, Texas", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Round Top Mine Project", "projectId": "prj-us-usar-round-top", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Texas", "asStated": "Sierra Blanca, Texas" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "hafnium", "zirconium" ], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Direct Funding Agreement entered into on 3 June 2026. Signing obligates no funds: under Exhibit 10.1 Section 2.1(b) the Department obligates funds only when it delivers a Funding Obligation, and disbursements follow project milestones, subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status", "location" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding (a)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Item 1.01, Direct Funding (a)", "note": "The filing calls them \"direct funding awards\" that reimburse eligible costs on milestones and never calls them grants; recorded as instrument not specified." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Article 1, definitions of “Direct Funding” and “CHIPS Incentives”; Section 2.1(a)(i)", "note": "The executed agreement defines \"Direct Funding\" as \"direct funding under the NOFO in the form of an other transaction\" and lists grants, cooperative agreements and other transactions as separate forms of CHIPS Incentives. It never calls the awards grants. The vocabulary has no instrument for an other transaction, so the instrument is recorded as not specified, not as grant." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "status" ], "evidence": "explicit", "locator": "Section 2.1(b)", "note": "Contracted means the agreement is executed: no obligation of funds for this project's award occurs on execution, only when the Department delivers a Funding Obligation, up to the project's scheduled cumulative disbursement amount and subject to its progress." }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "Third and fourth paragraphs", "note": "The Commerce release names the 12 minerals the mine will process: yttrium, gallium, dysprosium, terbium, holmium, lutetium, erbium, thulium, ytterbium, gadolinium, hafnium and zirconium. The rare earths among them fall under the grouped material; hafnium and zirconium are untracked." } ], "notes": "Instrument not specified, as on the package: the 8-K calls this a \"direct funding award\" and the executed agreement defines Direct Funding as \"in the form of an other transaction\", never a grant." }, { "id": "fin-us-chips-usar-2026-round-top-loan-guarantee", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-loan-guarantee", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, FFB Advances (a)", "note": null } ], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "550000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(a) $550.0 million for the Round Top Mine Project", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Round Top Mine Project", "projectId": "prj-us-usar-round-top", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Texas", "asStated": "Sierra Blanca, Texas" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "hafnium", "zirconium" ], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Loan Guarantee Agreement entered into on 3 June 2026; each Federal Financing Bank advance is subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument", "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status", "location" ], "evidence": "explicit", "locator": "Item 1.01, FFB Advances (a)", "note": null }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "Third and fourth paragraphs", "note": "The Commerce release names the 12 minerals the mine will process: yttrium, gallium, dysprosium, terbium, holmium, lutetium, erbium, thulium, ytterbium, gadolinium, hafnium and zirconium. The rare earths among them fall under the grouped material; hafnium and zirconium are untracked." } ], "notes": null }, { "id": "fin-us-chips-usar-2026-stillwater-magnet-direct-funding", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-direct-funding", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, Direct Funding (b)", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "50000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(b) $50.0 million for the expansion and modernization of the existing magnet making facility located in Stillwater, Oklahoma", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Stillwater Magnet Project", "projectId": "prj-us-usar-stillwater-magnet", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Oklahoma", "asStated": "Stillwater, Oklahoma" } ], "stages": [ "component_manufacturing" ], "stageAllocation": "single_stage", "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Direct Funding Agreement entered into on 3 June 2026. Signing obligates no funds: under Exhibit 10.1 Section 2.1(b) the Department obligates funds only when it delivers a Funding Obligation, and disbursements follow project milestones, subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status", "location" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding (b)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Item 1.01, Direct Funding (b)", "note": "The filing calls them \"direct funding awards\" that reimburse eligible costs on milestones and never calls them grants; recorded as instrument not specified." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Article 1, definitions of “Direct Funding” and “CHIPS Incentives”; Section 2.1(a)(ii)", "note": "The executed agreement defines \"Direct Funding\" as \"direct funding under the NOFO in the form of an other transaction\" and lists grants, cooperative agreements and other transactions as separate forms of CHIPS Incentives. It never calls the awards grants. The vocabulary has no instrument for an other transaction, so the instrument is recorded as not specified, not as grant." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "status" ], "evidence": "explicit", "locator": "Section 2.1(b)", "note": "Contracted means the agreement is executed: no obligation of funds for this project's award occurs on execution, only when the Department delivers a Funding Obligation, up to the project's scheduled cumulative disbursement amount and subject to its progress." }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "Third and fourth paragraphs", "note": "The Commerce release says the Stillwater project will increase \"production capacity of NdFeB magnets to 10,000 TPA\"." } ], "notes": "Instrument not specified, as on the package: the 8-K calls this a \"direct funding award\" and the executed agreement defines Direct Funding as \"in the form of an other transaction\", never a grant." }, { "id": "fin-us-chips-usar-2026-stillwater-magnet-loan-guarantee", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-loan-guarantee", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, FFB Advances (b)", "note": null } ], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "250000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(b) $250.0 million for the Stillwater Magnet Project", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Stillwater Magnet Project", "projectId": "prj-us-usar-stillwater-magnet", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Oklahoma", "asStated": "Stillwater, Oklahoma" } ], "stages": [ "component_manufacturing" ], "stageAllocation": "single_stage", "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Loan Guarantee Agreement entered into on 3 June 2026; each Federal Financing Bank advance is subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument", "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status", "location" ], "evidence": "explicit", "locator": "Item 1.01, FFB Advances (b)", "note": null }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "Third and fourth paragraphs", "note": "The Commerce release says the Stillwater project will increase \"production capacity of NdFeB magnets to 10,000 TPA\"." } ], "notes": null }, { "id": "fin-us-chips-usar-2026-stillwater-metal-direct-funding", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-direct-funding", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, Direct Funding (c)", "note": null } ], "instrument": "unspecified", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "20000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(c) $20.0 million for the expansion and modernization of the existing strip casting and metal making facility located in Stillwater, Oklahoma", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Stillwater Metal Project", "projectId": "prj-us-usar-stillwater-metal", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Oklahoma", "asStated": "Stillwater, Oklahoma" } ], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Direct Funding Agreement entered into on 3 June 2026. Signing obligates no funds: under Exhibit 10.1 Section 2.1(b) the Department obligates funds only when it delivers a Funding Obligation, and disbursements follow project milestones, subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status", "location" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding (c)", "note": null }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Item 1.01, Direct Funding (c)", "note": "The filing calls them \"direct funding awards\" that reimburse eligible costs on milestones and never calls them grants; recorded as instrument not specified." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "instrument" ], "evidence": "ambiguous", "locator": "Article 1, definitions of “Direct Funding” and “CHIPS Incentives”; Section 2.1(a)(iii)", "note": "The executed agreement defines \"Direct Funding\" as \"direct funding under the NOFO in the form of an other transaction\" and lists grants, cooperative agreements and other transactions as separate forms of CHIPS Incentives. It never calls the awards grants. The vocabulary has no instrument for an other transaction, so the instrument is recorded as not specified, not as grant." }, { "sourceId": "src-usar-direct-funding-agreement-2026-06-03", "supports": [ "status" ], "evidence": "explicit", "locator": "Section 2.1(b)", "note": "Contracted means the agreement is executed: no obligation of funds for this project's award occurs on execution, only when the Department delivers a Funding Obligation, up to the project's scheduled cumulative disbursement amount and subject to its progress." }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Third and fourth paragraphs", "note": "Strip casting and metal making for rare earth metals and alloys (Commerce release), read as the refining stage." } ], "notes": "Instrument not specified, as on the package: the 8-K calls this a \"direct funding award\" and the executed agreement defines Direct Funding as \"in the form of an other transaction\", never a grant." }, { "id": "fin-us-chips-usar-2026-stillwater-metal-loan-guarantee", "eventId": "evt-us-chips-usar-2026", "relationships": [ { "commitmentId": "fin-us-chips-usar-2026-loan-guarantee", "relationship": "part_of", "sourceId": "src-usar-8k-2026-06-03", "locator": "Item 1.01, FFB Advances (c)", "note": null } ], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "100000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "(c) $100.0 million for the Stillwater Metal Project", "currencyBasis": "stated" }, "provider": "U.S. Department of Commerce (CHIPS Program Office)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": null, "programmeId": "prg-us-chips-incentives", "recipient": "USA Rare Earth, Inc.", "recipientOrgIds": [ "org-usa-rare-earth" ], "project": "Stillwater Metal Project", "projectId": "prj-us-usar-stillwater-metal", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Oklahoma", "asStated": "Stillwater, Oklahoma" } ], "stages": [ "refining" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "note": "Loan Guarantee Agreement entered into on 3 June 2026; each Federal Financing Bank advance is subject to conditions precedent." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "instrument", "value_role", "capital_source", "amount", "relationships", "provider", "programme", "recipient", "project", "status", "location" ], "evidence": "explicit", "locator": "Item 1.01, FFB Advances (c)", "note": null }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Third and fourth paragraphs", "note": "Strip casting and metal making for rare earth metals and alloys (Commerce release), read as the refining stage." } ], "notes": null }, { "id": "fin-us-commerce-chips-vulcan-2025-incentives", "eventId": "evt-us-osc-vulcan-reelement-2025", "relationships": [], "instrument": "unspecified", "valueRole": "indication", "capitalSource": "public", "amount": { "value": "50000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "a preliminary non-binding letter of intent to provide $50 million in proposed federal incentives under the CHIPS and Science Act", "currencyBasis": "issuer_context" }, "provider": "US Department of Commerce, CHIPS Program Office", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-commerce" ], "legalAuthority": "CHIPS and Science Act", "programmeId": "prg-us-chips-incentives", "recipient": null, "recipientOrgIds": [], "project": "Purchase of equipment, in parallel with OSC's financing", "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "announced", "date": "2025-11-21", "sourceId": "src-osc-vulcan-reelement-2025", "note": "A preliminary, non-binding letter of intent." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "50000000", "qualifier": "exact", "currency": "USD", "unit": "of equity in Vulcan Elements", "asStated": "The Department of Commerce will also receive $50 million of equity in Vulcan Elements.", "sourceId": "src-osc-vulcan-reelement-2025", "note": "The release does not say whether this equity is consideration for the proposed incentives or a separate purchase, so it is kept as a term here and never added as money." } ], "outcomes": [], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "project", "status", "terms" ], "evidence": "explicit", "locator": "Fourth paragraph", "note": null }, { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "programme" ], "evidence": "ambiguous", "locator": "Fourth paragraph", "note": "\"the Department of Commerce's ... CHIPS Program Office signed a preliminary non-binding letter of intent to provide $50 million in proposed federal incentives under the CHIPS and Science Act\": the release does not name the incentives programme itself." } ], "notes": "The release does not name the recipient of the letter of intent; it states the equity in Vulcan Elements in the next sentence. Instrument not specified beyond \"federal incentives\". Recorded as a non-binding indication, not as a commitment: a preliminary non-binding letter of intent is not a financing commitment, so it is in no sum." }, { "id": "fin-us-dod-5n-germanium-2024", "eventId": "evt-us-dod-5n-germanium-2024", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "14400000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$14.4 million", "currencyBasis": "issuer_context", "basisLabel": "Announced", "basisNote": "Announced amount (DoD release, 16 April 2024). It is unreconciled with the $12,458,128 federal obligation reported in the federal award record and with the $2,505,981 non-federal funding reported there. No amount paid is recorded; some payment is reported in federal-reporting data only." }, "provider": "U.S. Department of Defense", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Investment Program", "programmeId": null, "recipient": "5N+ Semiconductors", "recipientOrgIds": [ "org-5n-plus-semiconductors" ], "project": "St. George space-qualified germanium substrate capacity expansion", "projectId": "prj-us-5n-st-george-germanium-substrates", "facility": "St. George facility", "locations": [ { "countryCode": "US", "subnational": "Utah", "asStated": "St. George, Utah" } ], "stages": [ "refining", "component_manufacturing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": null, "sourceId": "src-dod-5n-germanium-2024", "note": "DoD announced the award on 16 April 2024. The release does not date the award decision, and the agreement's signing date (11 April 2024, below) precedes the announcement, so the announcement date is not used as the decision date." }, { "status": "contracted", "date": "2024-04-11", "sourceId": "src-usaspending-fa86502425501", "note": "USAspending records cooperative agreement FA86502425501 to 5N PLUS SEMICONDUCTORS LLC as a new award signed 11 April 2024, described as DPA Title III sustainment and enhancement of the space-qualified solar cell supply chain (the subject of DoD's release). That federal award record establishes an executed agreement; the agreement text was not inspected. A later modification dated 20 May 2025 is described as definitizing the agreement. Binding describes the agreement, not paid money. Amounts, kept distinct: the federal obligation reported in the record is $12,458,128 (award plus modifications through 26 March 2026) and its non-federal funding is $2,505,981; neither equals the $14.4M announced figure, which is kept as stated, and how the announced figure relates to them is not reconciled." }, { "status": "partially_disbursed", "date": null, "sourceId": "src-usaspending-fa86502425501", "note": "Federal-reporting attribution only: neither DoD nor 5N+ states a payment, receivable or payment date. USAspending's File C (account-by-award) data, reported by DoD on federal account 097-0360 and linked to this award by its FAIN, carry three gross-outlay lines, each a fiscal-year-beginning-to-period-end figure: $998,701.28 (FY2024 period 9, ending June 2024), $1,032,342.24 (FY2025 period 9, ending June 2025) and $399,308.73 (FY2026 period 6, ending March 2026). By the official definition (OMB Circular A-11, quoted in USAspending's data dictionary) an outlay is a payment made to liquidate an obligation, so some money is reported paid out against this agreement. A reporting period is not a payment date, so the date is left null. The lines name no payee, each is only a floor for its fiscal year at that period end, and they are not totalled, so no amount paid is recorded. The award summary's $0 account outlay does not contradict them: USAspending counts toward that field only each fiscal year's latest closed DoD submission, and the same $0 appears on other awards on this account that carry interim outlay lines. Year-end data differ by year: for FY2024 the period-12 submission is available and holds account rows for other awards but no outlay line for this award; for FY2025 the period-12 submission is available but the File C data retrieved hold no rows for the account in it; for FY2026 no year-end submission existed at retrieval on 4 October 2026 (the latest DoD submission was period 11), so that year's position is open. The public data do not show whether the award was omitted or reported as zero, and omission is the usual pattern (10 of 13 FY2024 assistance awards with a period-9 outlay line have none at period 12). This is the corpus's first partial disbursement resting on federal-reporting data and not on a government or recipient statement. The entry is undated and reflects evidence reviewed on 4 October 2026; it does not establish that any disbursement had occurred at an earlier date, although derivations that read the latest entry show it at every as-of date. The reading is left to human review." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2024-04-16", "sourceId": "src-dod-5n-germanium-2024", "note": "DoD announced upgrading and expanding production facilities and tools at 5N Semi's St. George facility over a planned four years. 'Announced' records this stated plan, not construction. The St. George site itself already operates; no later physical stage of the funded scope is evidenced in the sources read, and 5N+'s 22 September 2026 facility-expansion release does not attribute that expansion to this award." } ], "terms": [ { "kind": "duration", "value": "4", "qualifier": "exact", "currency": null, "unit": "years", "asStated": "planned to last four years", "sourceId": "src-dod-5n-germanium-2024", "note": "DoD states the four-year period. 5N+'s 18 April 2024 release says the award is 'based on meeting certain conditions' over four years; the phrase 'pre-set milestones' appears only in 5N+'s Q1 and Q2 2024 MD&As (recipient disclosures). The conditions and milestones are not described in any source read." } ], "outcomes": [], "evidence": [ { "sourceId": "src-dod-5n-germanium-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "facility", "location", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Opening through technical-effort paragraphs", "note": "Announcement of the award; it does not state that an agreement was executed. The $14.4M is the announced amount. It is unreconciled with the $12,458,128 federal obligation and the $2,505,981 non-federal funding reported in the federal award record, and no amount paid is recorded." }, { "sourceId": "src-5n-germanium-2024", "supports": [ "recipient", "project", "facility", "location", "materials", "terms" ], "evidence": "explicit", "locator": "Headline, opening paragraph and second-paragraph award description", "note": "5N+ says the US$14.4M award is based on meeting certain conditions over four years and enables manufacturing upgrades at St. George. It does not mention milestones, sourcing, recovery or refining, and does not state execution or payment." }, { "sourceId": "src-usaspending-fa86502425501", "supports": [ "provider", "legal_authority", "recipient", "status" ], "evidence": "explicit", "locator": "Award Summary: Award Type, Awarding and Funding Agency, Recipient, Date Signed; Transaction History: modification 0 (New Award, 2024-04-11) and PZ0001", "note": "Federal-reported data. The place of performance is multi-state and the obligation differs from the announced amount, so this record is not used for amount, facility or location. Its File C gross-outlay lines support the partially_disbursed entry as federal-reporting attribution only, with no date of payment or amount paid (see that status note)." }, { "sourceId": "src-5n-mda-q1-2024", "supports": [ "recipient", "project", "facility", "location", "materials", "terms" ], "evidence": "explicit", "locator": "Page 4, paragraph beginning 'Subsequent to quarter end, the Company also announced'", "note": "Recipient disclosure: 5N+ states the 'pre-set milestones' wording and the St. George facility. It states no execution, receivable or payment." }, { "sourceId": "src-5n-mda-q2-2024", "supports": [ "recipient", "project", "facility", "location", "materials", "terms" ], "evidence": "explicit", "locator": "Page 4, sentence beginning 'Earlier in Q2 2024, the Company also announced'", "note": "Recipient disclosure repeating the conditions and pre-set milestones. It states no execution, receivable or payment." } ], "notes": "Amounts, kept distinct and not reconciled: the announced $14.4M (DoD and 5N+, April 2024); the federal obligation reported for the award, $12,458,128; and the non-federal funding recorded for it, $2,505,981 (USAspending lists $14,964,109 as total funding, the sum of those two). None of these is confirmed as the amount executed or paid, and no source read explains how the announced figure relates to the reported federal obligation. That relationship is the unresolved question; the federal record does report an obligation. The award supports both substrate-manufacturing capability and germanium sourcing/recovery/refining; the $14.4M is not allocated between those stages. Reviewed 4 October 2026: execution of a cooperative agreement is established by the federal award record (USAspending); the agreement text was not inspected. Some payment is reported in federal-reporting data only (USAspending File C outlay lines; see the partially_disbursed status note): neither DoD nor 5N+ states a payment, receivable or payment date (releases and filings through 3 August 2026), and no date of payment or amount paid is recorded. The physical stage supported for the funded scope is announced only, which records the stated plan and not construction. 5N+'s 22 September 2026 release about a roughly 50% St. George facility expansion says it is funded from existing capex plans and customer support and does not attribute it to this award.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-04", "implementationStatusCheckedAt": "2026-10-04" } }, { "id": "fin-us-dod-mp-2025-additional-preferred-option", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "equity", "valueRole": "funding_option", "capitalSource": "public", "amount": { "value": "350000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a commitment for up to $350 million in additional funding in the form of additional Series A Preferred Stock", "currencyBasis": "issuer_context" }, "provider": "US Department of Defense", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": null, "programmeId": null, "recipient": "MP Materials Corp.", "recipientOrgIds": [ "org-mp-materials" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The Transaction Agreement that grants the Company this right was executed on the Effective Date. An executed option is not an exercise: no source in the corpus records one, or any payment under it." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "350000000", "qualifier": "up_to", "currency": "USD", "unit": null, "asStated": "the Company’s alternatives including having a right to fund up to the full $350,000,000 of such additional proceeds by selling to DoD additional shares of Series A Preferred Stock on the same terms as the initial purchase or otherwise electing to obtain $350,000,000 under the terms and conditions of the committed financing provided by JPMorgan and Goldman Sachs", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The option and its alternative. The filing does not say which the Company chose." }, { "kind": "duration", "value": "45", "qualifier": "exact", "currency": null, "unit": "days after the Closing Date", "asStated": "the Company shall select and fund from available alternatives on or prior to the date that is 45 days after the Closing Date, additional financing with net proceeds of at least $350,000,000 (the “Funding Allocation”)", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The election window. The corpus records neither the Closing Date nor the election." } ], "outcomes": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Introductory paragraph; Item 1.01, Transaction Agreement (Funding Allocation)", "note": null } ], "notes": "A funding option, not committed money: the Company could fund up to the full $350 million of its Funding Allocation by selling additional preferred stock to DoD, or elect to obtain it under the JPMorgan / Goldman Sachs committed financing instead, within 45 days of the Closing Date. MP's Form 10-K for 2025 reports 400,000 Series A shares issued in 2025 and outstanding at 31 December 2025, the number issued at closing, and its 10-Q for the quarter to 30 June 2026 still reports 400,000; the bank Commitment Letter expired undrawn on 26 August 2025. Neither filing mentions the Funding Allocation or states that the option was exercised or lapsed, so no exercise and no lapse is recorded; the row is listed apart and never summed. An exercise would be recorded as its own commitment drawn from this row." }, { "id": "fin-us-dod-mp-2025-bank-financing", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "loan", "valueRole": "private_financing", "capitalSource": "private", "amount": { "value": "1000000000", "currency": "USD", "qualifier": "at_least", "amountAsStated": "committed secured financing ... in an amount equal to, in the aggregate, at least $1,000,000,000 (the \"10X Facility Funding\")", "currencyBasis": "issuer_context" }, "provider": "JPMorgan Chase Funding Inc. and Goldman Sachs Bank USA", "providerJurisdiction": null, "providerOrgIds": [ "org-goldman-sachs-bank-usa", "org-jpmorgan-chase-funding" ], "legalAuthority": null, "programmeId": null, "recipient": "MP Materials Corp.", "recipientOrgIds": [ "org-mp-materials" ], "project": null, "projectId": "prj-us-mp-10x-facility", "facility": "10X Facility", "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "A debt commitment letter, \"subject to customary terms and conditions\"; the filing does not describe an executed loan agreement." }, { "status": "lapsed", "date": "2025-08-26", "sourceId": "src-mp-10q-2025-q3", "note": "\"The Commitment Letter expired undrawn on its own terms on August 26, 2025, as it was reduced on a dollar-for-dollar basis upon the Offering ... and the Company's execution of the Revolving Credit Facility.\"" } ], "implementationStatusHistory": [ { "status": "construction", "date": null, "sourceId": "src-mp-10q-2026-q2", "note": "Note 6 reports construction underway at the Northlake site purchased in April 2026. The actual construction start date is not stated. This is the linked physical project's status, independent of the bank commitment letter's expiry." } ], "terms": [ { "kind": "other", "value": "650000000", "qualifier": "exact", "currency": "USD", "unit": null, "asStated": "$650,000,000 of which will ... be specifically allocated to the construction of the 10X Facility", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "facility", "status", "terms", "project" ], "evidence": "explicit", "locator": "Item 1.01, 10X Facility Funding", "note": null }, { "sourceId": "src-mp-10q-2025-q3", "supports": [ "status" ], "evidence": "explicit", "locator": "Note 3 (Public-Private Partnership), Commitment Letter for Facility Construction", "note": null }, { "sourceId": "src-mp-q2-results-20260806", "supports": [ "status" ], "evidence": "explicit", "locator": "CEO comments in second-quarter 2026 results", "note": "Reports accelerated construction at 10X. This corroborates the project's construction status; it does not date construction commencement or establish a financing draw." }, { "sourceId": "src-mp-10q-2026-q2", "supports": [ "status" ], "evidence": "explicit", "locator": "Note 1; Note 6, Property, Plant and Equipment; MD&A, Magnetics segment", "note": "Construction of the linked 10X Facility is underway. This does not revive or demonstrate a draw under the expired 2025 bank commitment letter." } ], "notes": "Private capital raised alongside the DoD package. Never part of a public-support figure. The filing says the $1,000,000,000 may be reduced dollar for dollar for certain equity or debt raises and certain unrestricted cash. The letter expired undrawn on 26 August 2025 (Form 10-Q for Q3 2025), after the company's public offering (net proceeds of $724.2 million, per its Form 10-K for 2025) and a revolving credit facility reduced it to nothing. Lifecycle review on 3 October 2026: the Q3 2025 filing still supports the letter's undrawn expiry; the Q2 2026 filing and 6 August results report construction at the linked 10X project. The subsequent equity offering and revolving credit facility are separate financing, not disbursements or repayment under this historical commitment.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-03", "implementationStatusCheckedAt": "2026-10-03" } }, { "id": "fin-us-dod-mp-2025-company-cash", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "unspecified", "valueRole": "recipient_own_funds", "capitalSource": "private", "amount": { "value": "600000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "The Company has also agreed to use up to $600,000,000 of its existing cash to fund the above projects.", "currencyBasis": "issuer_context" }, "provider": null, "providerJurisdiction": null, "providerOrgIds": [], "legalAuthority": null, "programmeId": null, "recipient": "MP Materials Corp.", "recipientOrgIds": [ "org-mp-materials" ], "project": "10X Facility; Samarium Project; Mountain Pass Facility Improvements (HREE refining and hydrochloric acid facilities); Independence Facility capacity expansion", "projectId": null, "associatedProjectIds": [ "prj-us-mp-10x-facility", "prj-us-mountain-pass-samarium", "prj-us-mp-independence-expansion", "prj-us-mp-mountain-pass-hcl-facilities" ], "facility": null, "locations": [], "stages": [ "refining", "component_manufacturing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "An undertaking in the Transaction Agreement." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [ { "metric": "annual_capacity", "value": "3000", "qualifier": "exact", "unit": "tons of magnets annually", "targetDate": null, "asStated": "expand capacity at the Company's \"Independence\" magnet facility ... to a projected 3,000 tons of magnets annually", "statedBy": "recipient", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "A projection in the company's filing; a reasonable-best-efforts undertaking, not a government target." } ], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "recipient", "project", "stages", "materials", "status", "outcomes" ], "evidence": "explicit", "locator": "Item 1.01, Transaction Agreement", "note": null } ], "notes": "The recipient's own contribution, recorded so it is never counted as public support. The Transaction Agreement states that up to $600 million of existing cash supports the 10X Facility, Samarium Project and Facility Improvements, with no allocation among those uses. associatedProjectIds records those non-allocative links; the amount is not attributed to any project stack." }, { "id": "fin-us-dod-mp-2025-magnet-offtake", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "offtake", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "US Department of Defense", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": null, "programmeId": null, "recipient": "MP 10X Development, LLC (project company established to develop the 10X Facility)", "recipientOrgIds": [ "org-mp-10x-development" ], "project": "Second domestic magnet manufacturing facility", "projectId": "prj-us-mp-10x-facility", "facility": "10X Facility", "locations": [], "stages": [ "component_manufacturing" ], "stageAllocation": "single_stage", "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "Offtake Agreement dated 9 July 2025 (Exhibit 10.5)." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2025-07-10", "sourceId": "src-mp-dod-2025", "note": "The company \"will construct\" the facility \"at a soon-to-be-chosen location\"." }, { "status": "construction", "date": null, "sourceId": "src-mp-10q-2026-q2", "note": "\"In April 2026, the Company purchased a 120-acre site in Northlake, Texas, for approximately $80 million where construction of the 10X Facility is currently underway.\" Reported for the quarter to 30 June 2026; the start date of construction is not stated." } ], "terms": [ { "kind": "offtake_share", "value": "100", "qualifier": "exact", "currency": null, "unit": "% of magnet production", "asStated": "the Project Company will sell and deliver to the Department of Defense the entire amount of magnets produced at the 10X Facility", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The Project Company may syndicate up to 100% of production to commercial customers at DoD's request, or at its own request with DoD's consent." }, { "kind": "duration", "value": "10", "qualifier": "exact", "currency": null, "unit": "years", "asStated": "a term of ten years following the Commercial Operation Date", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null }, { "kind": "other", "value": "140000000", "qualifier": "at_least", "currency": "USD", "unit": "EBITDA per year", "asStated": "the 10X Facility will generate at least $140,000,000 of EBITDA on an annual basis after reaching full production capacity, adjusted annually ... for inflation at a rate equal to 2%", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The Threshold EBITDA Amount." }, { "kind": "other", "value": "25", "qualifier": "exact", "currency": null, "unit": "% of the Threshold EBITDA Amount per quarter", "asStated": "quarterly \"magnet facilitation payments\" ... equal to 25% of the applicable Threshold EBITDA Amount each quarter", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null }, { "kind": "annual_reimbursement_cap", "value": "30000000", "qualifier": "up_to", "currency": "USD", "unit": "per calendar year", "asStated": "payments in respect of certain incremental costs ... capped at $30,000,000 in any calendar year", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null } ], "outcomes": [ { "metric": "target_date", "value": null, "qualifier": null, "unit": null, "targetDate": "2028", "asStated": "expected to begin commissioning in 2028", "statedBy": "recipient", "sourceId": "src-mp-dod-2025", "note": null }, { "metric": "annual_capacity", "value": "10000", "qualifier": "approximately", "unit": "metric tons", "targetDate": null, "asStated": "MP Materials' total U.S. rare earth magnet manufacturing capacity will reach an estimated 10,000 metric tons", "statedBy": "recipient", "sourceId": "src-mp-dod-2025", "note": "Company-wide magnet capacity once the facility is complete, not the 10X Facility alone." } ], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "project", "facility", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Item 1.01, Offtake Agreement", "note": null }, { "sourceId": "src-mp-dod-2025", "supports": [ "status", "outcomes" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": null }, { "sourceId": "src-mp-10q-2026-q2", "supports": [ "status" ], "evidence": "explicit", "locator": "Note 1; Note 6, Property, Plant and Equipment; Note 9, Operating Leases; Note 13, Other Current Assets; MD&A, DoW Offtake Agreement and Magnetics segment", "note": "Construction is underway and the filing continues to describe the executed DoW offtake. The $6.0 million contract liability and $3.892 million reimbursable-cost receivable are accounting balances, not a separately disclosed cumulative cash-disbursement amount for this offtake." }, { "sourceId": "src-mp-q2-results-20260806", "supports": [ "status" ], "evidence": "explicit", "locator": "CEO comments in second-quarter 2026 results", "note": "Reports accelerated construction at 10X. This corroborates the project's construction status; it does not date construction commencement or establish a financing draw." } ], "notes": "No amount is stated for the offtake itself: DoD buys at the Project Company's production cost and makes facilitation payments. The outcomes are the company's expectations. Lifecycle review on 3 October 2026 retains contracted status and construction with an unknown commencement date. The Q2 2026 filing recognizes pre-production reimbursable costs under the offtake but does not separately quantify cumulative cash paid under it; no disbursement status or total commitment amount is inferred from deferred balances or receivables. Price Protection Agreement receipts, Independence production and Apple prepayments concern separate instruments or facilities. Commissioning in 2028 remains a target.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-03", "implementationStatusCheckedAt": "2026-10-03" } }, { "id": "fin-us-dod-mp-2025-preferred-equity", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "equity", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "400000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$400 million equity investment", "currencyBasis": "issuer_context" }, "provider": "US Department of Defense", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III, 50 U.S.C. § 4531 et seq., \"as well as other authorities\"", "programmeId": null, "recipient": "MP Materials Corp.", "recipientOrgIds": [ "org-mp-materials" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "separation", "processing", "component_manufacturing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "Subscription Agreement entered into on the Effective Date; 400,000 shares of Series A Cumulative Perpetual Convertible Preferred Stock to be issued on the Closing Date, 11 July 2025." }, { "status": "disbursed", "date": null, "sourceId": "src-mp-10q-2026-q2", "note": "\"In July 2025, the Company issued 400,000 shares of newly designated Series A Cumulative Perpetual Convertible Preferred Stock ... to the DoW for cash consideration of $400.0 million.\" The day is not stated in this note; the Form 8-K put the Closing Date at 11 July 2025." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "7", "qualifier": "exact", "currency": null, "unit": "% per year", "asStated": "Shares of Series A Preferred Stock accrue cumulative dividends at a rate of 7.0% per year ... payable solely in-kind", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "Dividend rate on the preferred stock." }, { "kind": "other", "value": "30.03", "qualifier": "exact", "currency": "USD", "unit": "per share", "asStated": "a warrant ... for a period of 10 years from the Closing Date for up to 11,201,659 shares of Common Stock, at an initial exercise price of $30.03 per share", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The warrant issued to DoD alongside the preferred stock; the warrant carries no separate purchase amount." } ], "outcomes": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Introductory paragraph; Item 1.01, Series A Preferred Stock and Warrant", "note": null }, { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "legal_authority" ], "evidence": "ambiguous", "locator": "Item 8.01, risk factors", "note": "The company reports that it received assurances from DoD that it has authority under DPA Title III and other authorities; this is the recipient's account, not a government statement." }, { "sourceId": "src-mp-dod-2025", "supports": [ "stages" ], "evidence": "explicit", "locator": "Paragraph on use of proceeds", "note": "The recipient's stated intended use: \"to expand its existing rare earths separation and processing capabilities, as well as its magnet production capacity\"." }, { "sourceId": "src-mp-10q-2026-q2", "supports": [ "status" ], "evidence": "explicit", "locator": "Note 12, Redeemable Preferred Stock", "note": null } ], "notes": "DoD's convertible preferred stock and warrant together represent 15% of issued and outstanding common stock as of the Closing Date, on an as-converted and as-exercised basis (Form 8-K). Stage attribution is the recipient's stated intended use of proceeds." }, { "id": "fin-us-dod-mp-2025-price-floor", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "price_floor", "valueRole": "commitment", "capitalSource": "public", "amount": null, "provider": "US Department of Defense", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": null, "programmeId": null, "recipient": "MP Materials Corp.", "recipientOrgIds": [ "org-mp-materials" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "neodymium", "praseodymium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "NdPr price floor protection agreement (PPA) entered into on the Effective Date." } ], "implementationStatusHistory": [], "terms": [ { "kind": "price_floor", "value": "110", "qualifier": "exact", "currency": "USD", "unit": "per kg of NdPr", "asStated": "a quarterly payment per kilogram (kg) of Neodymium-Praseodymium (\"NdPr\") produced by the Company equal to the shortfall between $110 per kg and the Benchmark Quarterly Average Volume Weighted Price", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null }, { "kind": "duration", "value": "10", "qualifier": "exact", "currency": null, "unit": "years", "asStated": "will continue for 10 years", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "From the first day of the first full calendar quarter following closing." }, { "kind": "other", "value": "30", "qualifier": "exact", "currency": null, "unit": "% of the NdPr sales price above $110 per kg", "asStated": "the Department of Defense will be entitled to receive 30% of the NdPr sales price which exceeds $110 per kg", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "Applies after the 10X Facility reaches full production capacity." } ], "outcomes": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "provider", "recipient", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Item 1.01, Price Protection Agreement", "note": null } ], "notes": "Applies to all of the Company's products that contain NdPr (concentrate, oxide and metal). No total value is stated: the cost depends on future prices, and none is estimated here. The agreement commenced on 1 October 2025. MP's 10-Q for the quarter to 30 June 2026 reports price protection agreement income of $59.9 million for the first half of 2026 (its right to receive cash from the DoW for the gap between $110 per kilogram of NdPr and the benchmark price) and a PPA income receivable of $17.6 million at 30 June 2026 ($51.0 million at 31 December 2025). It does not state cash received, so no payment status is recorded; these are the company's accounting figures, not a government statement." }, { "id": "fin-us-dod-mp-2025-samarium-loan", "eventId": "evt-us-dod-mp-2025", "relationships": [ { "commitmentId": "fin-us-osc-obbba-2025-lending-authority", "relationship": "drawn_from", "sourceId": "src-osc-mp-loan-2025", "locator": "Third paragraph", "note": "The release states the loan's funding comes from the One Big Beautiful Bill Act's OSC credit subsidy, which creates up to $100 billion in available loan funds." } ], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "150000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "a loan to the Company in the aggregate principal amount of $150,000,000 (the \"Samarium Project Loan\")", "currencyBasis": "issuer_context" }, "provider": "US Department of Defense, Office of Strategic Capital", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-osc" ], "legalAuthority": "One Big Beautiful Bill Act (source of OSC's credit subsidy funding)", "programmeId": "prg-us-osc-critical-minerals-lending", "recipient": "MP Materials Corp.", "recipientOrgIds": [ "org-mp-materials" ], "project": "Samarium Project: expansion of heavy rare earth separation, including separation of samarium oxide", "projectId": "prj-us-mountain-pass-samarium", "facility": "Mountain Pass Rare Earth Mine and Processing Facility", "locations": [ { "countryCode": "US", "subnational": "California", "asStated": "near Mountain Pass, San Bernardino County, California" } ], "stages": [ "separation" ], "stageAllocation": "single_stage", "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": "The Transaction Agreement provides that DoD will extend the loan within 30 days of the Effective Date, subject to agreed extensions." }, { "status": "contracted", "date": null, "sourceId": "src-osc-mp-loan-2025", "note": "OSC announced on 10 August 2025 \"the recent execution of its first direct loan\"; the execution date is not stated." }, { "status": "disbursed", "date": null, "sourceId": "src-mp-10k-2025", "note": "\"in August 2025, we issued a $150.0 million unsecured promissory note to the DoW with a 12-year term, maturing on August 1, 2037\"; the filing reports funds received from the DoW Transactions. The day of funding is not stated." } ], "implementationStatusHistory": [], "terms": [ { "kind": "lending_rate", "value": "1", "qualifier": "exact", "currency": null, "unit": "percentage points above the 10-year U.S. Treasury constant maturity rate", "asStated": "Interest will accrue ... at a rate equal to the 10-year U.S. Treasury constant maturity rate ... plus 1.00%", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null }, { "kind": "duration", "value": "12", "qualifier": "exact", "currency": null, "unit": "years", "asStated": "maturing 12 years after issuance of the Promissory Note", "sourceId": "src-dod-mp-transaction-agreement-2025", "note": null }, { "kind": "lending_rate", "value": "5.38", "qualifier": "exact", "currency": null, "unit": "% per annum, fixed", "asStated": "bears interest at a fixed rate of 5.38% per annum, calculated as the 10-year U.S. Treasury constant maturity rate plus 1.00% at the time of funding", "sourceId": "src-mp-10q-2026-q2", "note": "The rate fixed at funding under the formula the Transaction Agreement set." } ], "outcomes": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "facility", "location", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Item 1.01, Transaction Agreement; Item 2.03", "note": null }, { "sourceId": "src-osc-mp-loan-2025", "supports": [ "instrument", "amount", "provider", "legal_authority", "relationships", "status", "programme" ], "evidence": "explicit", "locator": "First and third paragraphs", "note": "Read in full in a browser on 2026-09-23." }, { "sourceId": "src-mp-10k-2025", "supports": [ "status" ], "evidence": "explicit", "locator": "MD&A, DoW Transactions; Liquidity and Capital Resources", "note": null }, { "sourceId": "src-mp-10q-2026-q2", "supports": [ "terms" ], "evidence": "explicit", "locator": "Note 11, Debt Obligations: Samarium Project Loan", "note": null } ], "notes": "OSC describes this as its first direct loan. Unsecured promissory note; the company may repay at any time." }, { "id": "fin-us-dod-perpetua-stibnite-dpa", "eventId": "evt-us-dod-perpetua-dpa-2022", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "59200000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "$59.2 million", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of Defense, Air Force Research Laboratory", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III", "programmeId": null, "recipient": "Perpetua Resources Idaho, Inc.", "recipientOrgIds": [ "org-perpetua-resources-idaho" ], "project": "Stibnite Gold Project", "projectId": "prj-us-stibnite", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Idaho", "asStated": "central Idaho" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2022-12-16", "sourceId": "src-perpetua-sec-dpa-2022", "note": "Perpetua Resources Idaho entered into the undefinitized Technology Investment Agreement effective 16 December 2022." }, { "status": "disbursed", "date": null, "sourceId": "src-perpetua-sec-2026-q2", "note": "The June 2026 Form 10-Q states that the TIA expired on 16 June 2025, all available funds had been disbursed, and no additional funds remained available." } ], "implementationStatusHistory": [ { "status": "construction", "date": null, "sourceId": "src-perpetua-stibnite-construction-2026", "note": "The company states that early-works construction began in October 2025 and additional critical-path construction began in May 2026; no single start date is used here." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-perpetua-sec-2024-q2", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "status" ], "evidence": "explicit", "locator": "DPA Grant / liquidity disclosures", "note": "The filing calls the TIA a grant, records the $34.4M modification and $59.2M total, and describes reimbursement under the agreement." }, { "sourceId": "src-dod-perpetua-dpa-2022", "supports": [ "provider", "recipient", "project", "location", "materials" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": null }, { "sourceId": "src-perpetua-sec-2026-q2", "supports": [ "status" ], "evidence": "explicit", "locator": "Government Funding / DPA Grant", "note": null }, { "sourceId": "src-perpetua-sec-2026-q2", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Project financing and development discussion", "note": "The grant funded construction readiness for a project that includes mining and a processing plant; the agreement did not allocate dollars between those stages." }, { "sourceId": "src-perpetua-stibnite-construction-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Construction update", "note": null }, { "sourceId": "src-perpetua-sec-dpa-2022", "supports": [ "status" ], "evidence": "explicit", "locator": "Item 1.01", "note": "The filing states that the Technology Investment Agreement became effective on 16 December 2022." }, { "sourceId": "src-perpetua-sec-dpa-2022", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "Form 8-K Item 1.01 — effective December 16, 2022; original up-to-$24.8M TIA and temporary 75%-of-ceiling funding cap", "note": "Separates award face amount from only $18.6M initially accessible pending definitization." }, { "sourceId": "src-perpetua-sec-dpa-definitization-2023-07-26", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "Form 8-K Item 1.01 — July 25, 2023 definitization; full not-to-exceed $24,812,062", "note": "Definitization clarifies precise legal award ceiling and removes the temporary 75% availability limitation; this is not new financing." }, { "sourceId": "src-perpetua-sec-dpa-amendment-2024-05-02", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "Form 8-K Item 1.01 — entered May 2, 2024; $34,412,114 additional funding; $59,224,176 total", "note": "Definitive amendment to SAME agreement, distinct from earlier February 2024 conditional announcement; not a second financing award." } ], "notes": "One row represents the same DPA Technology Investment Agreement across amendments, avoiding double-counting the original $24.8M award and the later $34.4M addition. The agreement was definitized at $24.8M in July 2023, modified by an additional $34.4M in May 2024, and ultimately fully disbursed. F4-B2 reviewed history separates the December 16, 2022 up-to-$24.8M undefinitized TIA (temporary $18.6M funding-availability cap), July 25, 2023 definitization at $24,812,062 not-to-exceed, and the May 2, 2024 amendment increasing the exact ceiling to $59,224,176. The published amount stays rounded at up to $59.2M and is not cash paid; these are three versions of one agreement, not three separate awards.", "financialAmountHistory": [ { "amount": { "value": "24800000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "up to $24,800,000 under the undefinitized TIA", "currencyBasis": "stated" }, "effectiveNotBefore": "2022-12-16", "effectiveNoLaterThan": "2022-12-16", "sourceId": "src-perpetua-sec-dpa-2022", "locator": "Form 8-K Item 1.01; effective December 16, 2022 original TIA; up-to-$24.8M amount; availability initially limited to $18.6M", "effectiveNotBeforeEvidence": { "sourceId": "src-perpetua-sec-dpa-2022", "locator": "Form 8-K Item 1.01; effective December 16, 2022 original TIA; up-to-$24.8M amount; availability initially limited to $18.6M" }, "effectiveNoLaterThanEvidence": { "sourceId": "src-perpetua-sec-dpa-2022", "locator": "Form 8-K Item 1.01; effective December 16, 2022 original TIA; up-to-$24.8M amount; availability initially limited to $18.6M" }, "reason": "original", "note": "The $24.8M initial undefinitized award was a legal ceiling, not immediately reimbursable cash; until definitization actual funding availability was capped at $18.6M. Issuer says original TIA became effective December 16, 2022." }, { "amount": { "value": "24812062", "currency": "USD", "qualifier": "up_to", "amountAsStated": "full not-to-exceed amount of $24,812,062", "currencyBasis": "stated" }, "effectiveNotBefore": "2023-07-25", "effectiveNoLaterThan": "2023-07-25", "sourceId": "src-perpetua-sec-dpa-definitization-2023-07-26", "locator": "Form 8-K Item 1.01; definitized July 25, 2023 at full not-to-exceed $24,812,062", "effectiveNotBeforeEvidence": { "sourceId": "src-perpetua-sec-dpa-definitization-2023-07-26", "locator": "Form 8-K Item 1.01; definitized July 25, 2023 at full not-to-exceed $24,812,062" }, "effectiveNoLaterThanEvidence": { "sourceId": "src-perpetua-sec-dpa-definitization-2023-07-26", "locator": "Form 8-K Item 1.01; definitized July 25, 2023 at full not-to-exceed $24,812,062" }, "reason": "other", "note": "The previously undefinitized SAME TIA was definitized on July 25, 2023. $24,812,062 is the stated not-to-exceed ceiling, a more precise legal figure than the original $24.8M rounded disclosure; no additional independent grant or cash receipt." }, { "amount": { "value": "59200000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "$59.2 million", "currencyBasis": "issuer_context" }, "effectiveNotBefore": "2024-05-02", "effectiveNoLaterThan": "2024-05-02", "sourceId": "src-perpetua-sec-dpa-amendment-2024-05-02", "locator": "Form 8-K Item 1.01; May 2, 2024 executed amendment adding $34,412,114 and bringing exact legal ceiling to $59,224,176", "effectiveNotBeforeEvidence": { "sourceId": "src-perpetua-sec-dpa-amendment-2024-05-02", "locator": "Form 8-K Item 1.01; May 2, 2024 executed amendment adding $34,412,114 and bringing exact legal ceiling to $59,224,176" }, "effectiveNoLaterThanEvidence": { "sourceId": "src-perpetua-sec-dpa-amendment-2024-05-02", "locator": "Form 8-K Item 1.01; May 2, 2024 executed amendment adding $34,412,114 and bringing exact legal ceiling to $59,224,176" }, "reason": "amendment", "note": "On May 2, 2024 the company explicitly states it entered the amendment to the SAME TIA. $34,412,114 is incremental within the resulting $59,224,176 ceiling and is not additive to the canonical $59.2M public amount. Retain canonical rounded reporting value and up-to qualifier; exact legal ceiling remains in the source/locator/note. February 2024 conditional announcement did not make this amount operative." } ] }, { "id": "fin-us-doe-rhyolite-ridge-guarantee-2025", "eventId": "evt-us-doe-rhyolite-ridge-2025", "relationships": [], "instrument": "loan_guarantee", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "996000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$996 million loan guarantee ($968 million principal plus $28 million capitalized interest)", "currencyBasis": "stated" }, "provider": "U.S. Department of Energy, Advanced Technology Vehicles Manufacturing Loan Program", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-doe" ], "legalAuthority": "Energy Independence and Security Act of 2007, Section 136 — Advanced Technology Vehicles Manufacturing Loan Program", "programmeId": null, "recipient": "Ioneer Rhyolite Ridge LLC", "recipientOrgIds": [ "org-ioneer-rhyolite-ridge-llc" ], "project": "Rhyolite Ridge on-site lithium processing facility", "projectId": "prj-us-rhyolite-ridge-processing", "facility": "On-site lithium carbonate processing facility and associated infrastructure", "locations": [ { "countryCode": "US", "subnational": "Nevada", "asStated": "Esmeralda County, Nevada" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2025-01-17", "sourceId": "src-doe-ioneer-rhyolite-2025-close", "note": "DOE's 17 January 2025 announcement expressly reports closing the $996M ATVM loan guarantee to Ioneer Rhyolite Ridge LLC. Funding is subject to conditions precedent; no positive advance evidence in reviewed June–August 2026 issuer filings. The 2023 conditional loan is not a second count." } ], "implementationStatusHistory": [ { "status": "feasibility", "date": null, "sourceId": "src-sec-ioneer-rhyolite-q2-2026", "note": "The 30 July 2026 issuer report confirms June-quarter pre-construction engineering and feasibility studies with strategic partner, final investment decision and physical construction still pending. Stage is observed by this source date; no exact phase transition date is claimed." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-doe-ioneer-rhyolite-2025-close", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "facility", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "DOE closing release, 17 January 2025, paragraphs 1–2 and ATVM programme description", "note": "Federal agency establishes a closed $996M guarantee and borrower, not disbursement; amount splits $968M principal and $28M capitalized interest." }, { "sourceId": "src-sec-ioneer-rhyolite-close-2025", "supports": [ "instrument", "amount", "recipient", "status" ], "evidence": "explicit", "locator": "Issuer's 17 January 2025 loan-closing statement and conditional-loan comparison", "note": "Confirms closed instrument, amount and 2023 increase; earlier conditional commitment not additive." }, { "sourceId": "src-doe-rhyolite-nepa-0565", "supports": [ "project", "facility", "location", "stages", "materials" ], "evidence": "explicit", "locator": "DOE/EIS-0565 Summary, loan-only processing scope", "note": "Excludes development/operation of open-pit mine. NEPA references a different proposed borrower, so it does not support recipient organization assignment." }, { "sourceId": "src-sec-ioneer-rhyolite-20f-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "DOE Loan discussion; conditions precedent to first advance and FID financing requirements", "note": "Issuer says draw conditions include equity partner, additional capital and revised financial model; no first advance evidenced." }, { "sourceId": "src-sec-ioneer-rhyolite-q2-2026", "supports": [ "project", "stages", "materials", "status" ], "evidence": "explicit", "locator": "July 2026 Quarterly Activities Report, strategic partnering, timeline and ASX LR 5.3.2", "note": "FID awaited, future construction milestone; zero production/development activity in June 2026 quarter. A non-binding Korean partnership MOU is not a draw or construction." }, { "sourceId": "src-sec-ioneer-rhyolite-halfyear-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Note 10 unamortized loan fees; Note 9 pre-FID exploration/development classification; directors' compliance statement", "note": "Loan fees are not cash from DOE; amortization begins after first draw and financial statements still pre-FID. No guarantee disbursement affirmed." } ], "notes": "ONE closed ATVM loan guarantee: $996M total = $968M principal + $28M capitalized interest; neither component is a second amount. January 2023 conditional commitment was revised and replaced at closing, not additive. As of latest reviewed issuer disclosures (June-quarter activities July 30, half-year accounts August 13, 2026), no primary source positively establishes a first federal advance; preserve contracted, do not classify as partially disbursed or assert conclusively that no draw has ever happened. Reported $4.273M establishment fees are costs paid by Ioneer, NOT DOE disbursement. First draw conditions include strategic partner equity, additional funds and revised financial model. Sibanye-Stillwater did not proceed with proposed project equity in February 2025; 2026 KIND/Hyundai understandings remained nonbinding. DOE's early NEPA summary names proposed Rhyolite Ridge Holdings LLC but the 17 Jan 2025 closing names Ioneer Rhyolite Ridge LLC; these are not assumed equivalent. Processing facilities only: federal guarantee does not finance open-pit mine construction or separately fund the untracked boron co-product, and permits and feasibility are not physical construction.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-08", "implementationStatusCheckedAt": "2026-10-08" } }, { "id": "fin-us-doe-thacker-pass-atvm-2024", "eventId": "evt-us-doe-thacker-pass-loan-2024", "relationships": [], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "2230000000", "currency": "USD", "qualifier": "approximately", "amountAsStated": "$2.23 billion amended expected loan amount ($1.97 billion principal plus approximately $256 million capitalized interest)", "currencyBasis": "stated" }, "provider": "U.S. Department of Energy, ATVM Loan Program (Federal Financing Bank lending arrangements)", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-doe" ], "legalAuthority": "Energy Independence and Security Act of 2007 — Advanced Technology Vehicles Manufacturing (ATVM) Loan Program", "programmeId": null, "recipient": "Lithium Nevada LLC (formerly Lithium Nevada Corp.)", "recipientOrgIds": [ "org-lithium-nevada-llc" ], "project": "Thacker Pass Phase 1 lithium carbonate processing facilities", "projectId": "prj-us-thacker-pass-phase1-processing", "facility": "Thacker Pass Phase 1 processing plant and associated infrastructure", "locations": [ { "countryCode": "US", "subnational": "Nevada", "asStated": "Thacker Pass, Humboldt County, Nevada" } ], "stages": [ "processing" ], "stageAllocation": "single_stage", "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2024-10-28", "sourceId": "src-sec-lac-thacker-loan-agreement-2024", "note": "Executed ATVM Loan Arrangement and Reimbursement Agreement No. A1034 on 28 October 2024, originally naming Lithium Nevada Corp. Original approx. $2.26B face amount was later revised; no draw inferred from closing." }, { "status": "partially_disbursed", "date": "2025-10-20", "sourceId": "src-sec-lac-thacker-q2-2026", "note": "First $435M DOE-loan advance received on 20 October 2025. Issuer's 2026 Q2 filing confirms subsequent draws of $432M (24 February 2026) and $342M (3 June 2026), totaling $1.209B advanced by 30 June 2026. These are draws under the same facility, not additive commitments." } ], "implementationStatusHistory": [ { "status": "construction", "date": "2026-06-30", "sourceId": "src-sec-lac-thacker-q2-2026", "note": "Issuer's quarter-ended 30 June 2026 report confirms active major construction of Thacker Pass Phase 1 processing plant, $1.6217B cumulative Phase 1 construction costs within the technical-report capital-expenditure estimate and targeting late-2027 mechanical completion. No commissioning or operating output is evidenced." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-doe-thacker-pass-2024", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "facility", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Project summary; Financial summary and Loan type", "note": "DOE October 2024 baseline is about $2.26B including capitalized interest. The bank project page has not been updated for the Oct 2025 amendment and is not used as the current amount." }, { "sourceId": "src-doe-thacker-pass-nepa-2024", "supports": [ "legal_authority", "project", "facility", "location", "stages", "materials" ], "evidence": "explicit", "locator": "DOE/EIS-0561 Summary; loan restricted to processing facilities and associated infrastructure, not open-pit mine", "note": "Constrains funded project and single-stage processing attribution." }, { "sourceId": "src-sec-lac-thacker-loan-agreement-2024", "supports": [ "instrument", "value_role", "capital_source", "provider", "legal_authority", "recipient", "project", "status" ], "evidence": "explicit", "locator": "Cover, Preliminary Statements, and agreement parties; 28 October 2024", "note": "Legal contract names DOE and Lithium Nevada Corp. borrower. Contract scope is executed loan arrangement with Federal Financing Bank advance mechanics." }, { "sourceId": "src-sec-lac-thacker-amendment-2025", "supports": [ "provider", "recipient", "status" ], "evidence": "explicit", "locator": "Opening paragraph: Lithium Nevada LLC (formerly Lithium Nevada Corp.) as Borrower; 7 October 2025 OWCA", "note": "This is an amendment to the 2024 loan, not a separate second loan; corporate name continuity is express." }, { "sourceId": "src-sec-lac-thacker-q2-2026", "supports": [ "amount", "recipient", "project", "facility", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Note 4 — Department of Energy Loan Facility; MD&A pp. 23–28 and 'Borrowings under the DOE ATVM Loan Program'", "note": "Issuer states October 2025 amended expected facility $2.23B and the dates/amounts of all three advances; separately verifies ongoing Phase 1 processing-plant construction." }, { "sourceId": "src-sec-lac-doe-amendment-announcement-2025-10-07", "supports": [ "amount", "status" ], "evidence": "explicit", "locator": "Form 8-K Item 1.01 and Exhibit 99.1", "note": "Source establishes signed conditional amendment and approximately $2.23B proposed revised total, not October 7 effectiveness." } ], "notes": "Single DOE ATVM/FFB loan, No. A1034. The original 28 October 2024 closing was approximately $2.26B ($1.97B principal plus an estimated $289.6–$289.7M capitalized interest); the 7 October 2025 amendment reduced estimated interest to $256M, making the amended total approximately $2.23B. These are versions of the same facility, not two commitments; the current amount is approximate ($1.97B + $256M = $2.226B before rounding). The schema holds a current amount and financial-status history, not historically versioned amounts: an as-of 2024 report must not present $2.23B as the contemporaneous 2024 face amount. Cumulative advances were $435M on 2025-10-20, $867M after 2026-02-24, and $1.209B after 2026-06-03; the $1.209B is not additional finance and is different from the $988.018M accounting carrying value after deferred issuance costs/interest. Original legal borrower Lithium Nevada Corp. is now Lithium Nevada LLC, distinct from its Canadian-listed sponsor Lithium Americas Corp. DOE loan supports lithium-carbonate processing infrastructure (including a sulfuric-acid plant), not open-pit mine development. Q2 2026 supports construction only; no operational production. DOE's 2025 equity warrants, GM equity and private financing are not classified as draws or additional DOE commitments. F4-A amount-history pilot retains original ~$2.26B effective from 2024-10-28. The ~$2.23B amendment was signed on 2025-10-07 subject to conditions and is proven effective no later than first advance on 2025-10-20; the precise transition date within October 7–19 is not evidenced. This is not a draw-history or historical aggregate.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-08", "implementationStatusCheckedAt": "2026-10-08" }, "financialAmountHistory": [ { "amount": { "value": "2260000000", "currency": "USD", "qualifier": "approximately", "amountAsStated": "$2.26 billion at October 2024 loan closing, including $1.97 billion principal and $289.7 million estimated capitalized interest", "currencyBasis": "stated" }, "effectiveNotBefore": "2024-10-28", "effectiveNoLaterThan": "2024-10-28", "sourceId": "src-doe-thacker-pass-2024", "locator": "DOE project statistics, financial summary, loan amount and October 2024 update", "reason": "original", "note": "Executed direct loan initially totaled approximately $2.26 billion including capitalized interest, not a separate loan from later amendments.", "effectiveNotBeforeEvidence": { "sourceId": "src-sec-lac-thacker-loan-agreement-2024", "locator": "Executed loan agreement — October 28, 2024 agreement date" }, "effectiveNoLaterThanEvidence": { "sourceId": "src-sec-lac-thacker-loan-agreement-2024", "locator": "Executed loan agreement — October 28, 2024 agreement date" } }, { "amount": { "value": "2230000000", "currency": "USD", "qualifier": "approximately", "amountAsStated": "$2.23 billion amended expected loan amount ($1.97 billion principal plus approximately $256 million capitalized interest)", "currencyBasis": "stated" }, "effectiveNotBefore": "2025-10-07", "effectiveNoLaterThan": "2025-10-20", "sourceId": "src-sec-lac-doe-amendment-announcement-2025-10-07", "locator": "Form 8-K Item 1.01 and Exhibit 99.1; Q2 2026 Form 10-Q Note 4 for first draw October 20", "reason": "amendment", "note": "Signed October 7, 2025 subject to conditions precedent; exact effective day unverified. Initial October 20 advance establishes the amendment effective no later than then. Withhold historical amount selection for October 7–19.", "effectiveNotBeforeEvidence": { "sourceId": "src-sec-lac-doe-amendment-announcement-2025-10-07", "locator": "Form 8-K Item 1.01 — agreement entered October 7, 2025; conditions precedent to effectiveness" }, "effectiveNoLaterThanEvidence": { "sourceId": "src-sec-lac-thacker-q2-2026", "locator": "Form 10-Q Note 4 / MD&A — first DOE loan advance October 20, 2025" } } ] }, { "id": "fin-us-dow-5n-germanium-2025", "eventId": "evt-us-dow-5n-germanium-2025", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "18100000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$18.1 million", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of War", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III", "programmeId": null, "recipient": "5N Plus Inc.", "recipientOrgIds": [ "org-5n-plus" ], "project": "St. George germanium recovery and refining expansion", "projectId": "prj-us-5n-st-george-germanium-refining", "facility": "St. George facility", "locations": [ { "countryCode": "US", "subnational": "Utah", "asStated": "St. George, Utah" } ], "stages": [ "recycling", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-12-15", "sourceId": "src-dow-5n-germanium-2026", "note": "The Department states that the investment was made on 15 December 2025 and announced later because of the government shutdown. No execution or payment evidence is established in the reviewed sources: no definitive agreement or federal award record was found, USAspending lists no 2025 or later award to 5N Plus for this scope as of 4 October 2026 (an absence in one dataset, which can lag), and 5N+'s filings call it an award without stating execution. The row is not advanced to contracted." } ], "implementationStatusHistory": [ { "status": "announced", "date": "2026-01-29", "sourceId": "src-dow-5n-germanium-2026", "note": "The Department states that 5N+ will expand zone-refining capacity at its St. George facility. 5N+ describes a planned expansion over 48 months (30 January 2026 release) and, in its 2025 Sustainability Report, over the next four years. 'Announced' records this stated plan, not construction. The St. George site itself operates; no later physical stage of the funded scope is evidenced in the sources read, and 5N+'s 22 September 2026 facility-expansion release does not attribute that expansion to this award." } ], "terms": [ { "kind": "duration", "value": "48", "qualifier": "exact", "currency": null, "unit": "months", "asStated": "over the course of the next 48 months", "sourceId": "src-5n-germanium-2026", "note": "Company description of the capacity-expansion period." } ], "outcomes": [ { "metric": "annual_capacity", "value": "20", "qualifier": "up_to", "unit": "metric tons of high-purity germanium per year", "targetDate": null, "asStated": "valorize up to 20 metric tons of high-purity germanium per year", "statedBy": "recipient", "sourceId": "src-5n-germanium-2026", "note": "The company describes recovery/refining capability; the Department separately describes zone-refining capacity as more than 20 metric tons annually, so the two statements are not merged." } ], "evidence": [ { "sourceId": "src-dow-5n-germanium-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "facility", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening through capacity paragraphs", "note": "The release says the investment was made on 15 December 2025; it does not say an agreement was executed or any amount paid." }, { "sourceId": "src-5n-germanium-2026", "supports": [ "instrument", "amount", "recipient", "project", "facility", "location", "stages", "materials", "terms", "outcomes" ], "evidence": "explicit", "locator": "Opening through capacity paragraphs", "note": "Recipient release: 5N+ says it 'has been awarded' the grant and describes future-tense capacity growth ('will enable', 'gradually', 'In time') over 48 months. It states no execution, condition or payment." }, { "sourceId": "src-5n-mda-q4-2025", "supports": [ "instrument", "amount", "recipient", "stages", "materials" ], "evidence": "explicit", "locator": "Page 4, Specialty Semiconductors discussion, sentence beginning 'In early 2026, the Company announced'", "note": "Recipient securities disclosure: the grant is described as awarded, without naming St. George, stating execution, conditions or payment. The FY2025 financial statements carry only a general government-grants accounting policy and no award-specific receivable or deferred amount." }, { "sourceId": "src-5n-sustainability-2025", "supports": [ "facility", "location" ], "evidence": "explicit", "locator": "Page 42, Waste Management, 'Driving Circularity Through Germanium Recovery'", "note": "Recipient publication (not a securities filing): 5N+ describes a 'planned expansion' of germanium recovery and recycling at St. George 'supported by a significant financial award from the U.S. government', to increase recovery 'over the next four years'. It states no execution, payment or stage. It dates the announcement to 2025, whereas the Department and the company's release date it to January 2026, and it also attaches space-qualified solar-cell capacity to this award, which is the 2024 award's subject; neither point is coded here." } ], "notes": "A separate DPA-funded scope from the 2024 germanium-substrate award. Recycling and refining are both named, but the $18.1M is not divided by stage. Reviewed 4 October 2026: no execution or payment evidence established in the reviewed sources (no executed-agreement document, federal award record, payment or payment date was found). The physical stage supported for the funded scope is announced only, which records the stated plan and not construction (recipient wording is future-tense, including its 2025 Sustainability Report, which is undated). 5N+'s 22 September 2026 release about a roughly 50% St. George facility expansion says it is funded from existing capex plans and customer support and does not attribute it to this award.", "lifecycleReview": { "financialStatusCheckedAt": "2026-10-04", "implementationStatusCheckedAt": "2026-10-04" } }, { "id": "fin-us-dow-arr-antimony-2025", "eventId": "evt-us-dow-arr-antimony-2025", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "43400000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$43.4 million", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of War", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III", "programmeId": null, "recipient": "Alaska Range Resources, LLC", "recipientOrgIds": [ "org-alaska-range-resources" ], "project": "Estelle Gold and Critical Minerals Project — integrated antimony supply chain", "projectId": "prj-us-estelle-antimony", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Alaska", "asStated": "Estelle Project in Alaska" }, { "countryCode": "US", "subnational": "Alaska", "asStated": "Port MacKenzie" } ], "stages": [ "mining", "processing", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-09-30", "sourceId": "src-dow-arr-antimony-2025", "note": "The Department announced the DPA Title III award on 30 September 2025." }, { "status": "contracted", "date": "2025-10-01", "sourceId": "src-nova-arr-h1-2026", "note": "Nova's filed half-year report describes a 24-month firm-fixed-price project sub-agreement awarded on 1 October 2025." } ], "implementationStatusHistory": [], "terms": [ { "kind": "duration", "value": "24", "qualifier": "exact", "currency": null, "unit": "months", "asStated": "24-month firm-fixed price project sub-agreement", "sourceId": "src-nova-arr-h1-2026", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-dow-arr-antimony-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening and award-scope paragraphs", "note": null }, { "sourceId": "src-nova-arr-h1-2026", "supports": [ "recipient", "project", "location", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "U.S. Department of War Grant; Refinery & Equipment Procurement", "note": "The filing supplies the contract form, duration and Port MacKenzie refinery context." } ], "notes": "The $43.4M award spans extraction, concentration and refining; no source allocates the amount by stage, so the full figure is never assigned separately to any one stage." }, { "id": "fin-us-dow-usac-antimony-2026", "eventId": "evt-us-dow-usac-antimony-2026", "relationships": [], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "27000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$27 million", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of War", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III", "programmeId": null, "recipient": "United States Antimony Corporation", "recipientOrgIds": [ "org-us-antimony" ], "project": "Thompson Falls facility expansion and related Alaska antimony mining integration", "projectId": null, "facility": null, "locations": [ { "countryCode": "US", "subnational": "Montana", "asStated": "Thompson Falls, Montana" }, { "countryCode": "US", "subnational": "Alaska", "asStated": "Alaska" } ], "stages": [ "mining", "processing", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "contracted", "date": "2026-02-24", "sourceId": "src-dow-usac-antimony-2026", "note": "The official release dates the Department's investment to 24 February 2026; the subsequent Form 10-Q describes the award as a milestone-based firm fixed-price arrangement." }, { "status": "partially_disbursed", "date": null, "sourceId": "src-usac-2026-q2-10q", "note": "The company received $12.8M in April 2026 after formal acceptance of three milestones; the filing does not state the day of receipt." } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": "16200000", "qualifier": "exact", "currency": "USD", "unit": null, "asStated": "$16.2 million representing currently obligated funding", "sourceId": "src-usac-2026-q2-10q", "note": "Currently obligated portion of the $27M award as of 30 June 2026." }, { "kind": "other", "value": "10800000", "qualifier": "exact", "currency": "USD", "unit": null, "asStated": "the remaining $10.8 million related to future phases subject to additional authorization", "sourceId": "src-usac-2026-q2-10q", "note": "Not treated as already disbursed or separately committed." }, { "kind": "other", "value": null, "qualifier": null, "currency": null, "unit": null, "asStated": "The period of performance under the agreement extends through January 4, 2028.", "sourceId": "src-usac-2026-q2-10q", "note": null } ], "outcomes": [], "evidence": [ { "sourceId": "src-dow-usac-antimony-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening and award-scope paragraphs", "note": null }, { "sourceId": "src-usac-2026-q2-10q", "supports": [ "recipient", "project", "location", "stages", "materials", "status", "terms" ], "evidence": "explicit", "locator": "Note 9 — Government Grant; Property, Plant and Equipment", "note": "The filing records the obligation split, milestone payment and Thompson Falls expansion status." } ], "notes": "The single $27M DPA Title III award is the parent of the company's disclosed $20M Thompson Falls and $7M Alaska allocations. The parent preserves the $16.2M currently obligated / $10.8M subject to future authorization distinction and $12.8M milestone receipt in April 2026. The child amounts must not be added to the parent or described as fully disbursed." }, { "id": "fin-us-dow-usac-antimony-2026-alaska", "eventId": "evt-us-dow-usac-antimony-2026", "relationships": [ { "commitmentId": "fin-us-dow-usac-antimony-2026", "relationship": "part_of", "sourceId": "src-usac-2026-q1-call-sec-exhibit", "locator": "Q&A: CEO response on the $27M DPA award split", "note": "This geographic allocation is part of the parent $27M award, not incremental funds." } ], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "7000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$7 million for Alaska", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of War", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III", "programmeId": null, "recipient": "United States Antimony Corporation", "recipientOrgIds": [ "org-us-antimony" ], "project": "Alaska antimony mining and feedstock development", "projectId": "prj-us-usac-alaska-antimony-feedstock", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Alaska", "asStated": "Alaska" } ], "stages": [ "mining" ], "stageAllocation": "single_stage", "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2026-02-24", "sourceId": "src-dow-usac-antimony-2026", "note": "This portion belongs to the February 24 award. The later $7M allocation is known, but no separately binding obligation or receipt is established for Alaska." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-dow-usac-antimony-2026", "supports": [ "instrument", "value_role", "capital_source", "provider", "legal_authority", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening and award-scope paragraphs", "note": "Government names two work streams under one $27M DPA award; it does not state their individual amounts." }, { "sourceId": "src-usac-2026-q1-call-sec-exhibit", "supports": [ "amount", "relationships", "project", "location" ], "evidence": "explicit", "locator": "May 2026 SEC-furnished transcript: CEO answer to Jonathan Miller's funding allocation question", "note": "Company explicitly identifies the $20M Thompson Falls and $7M Alaska split. Does not establish separate obligations or disbursement." } ], "notes": "The company's CEO identifies $7M for Alaska; a prospective payment expectation in the May call is not evidence of disbursement. No specific named Alaska mine is attributed to the grant." }, { "id": "fin-us-dow-usac-antimony-2026-thompson-falls", "eventId": "evt-us-dow-usac-antimony-2026", "relationships": [ { "commitmentId": "fin-us-dow-usac-antimony-2026", "relationship": "part_of", "sourceId": "src-usac-2026-q1-call-sec-exhibit", "locator": "Q&A: CEO response on the $27M DPA award split", "note": "This geographic allocation is part of the parent $27M award, not incremental funds." } ], "instrument": "grant", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "20000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$20 million for Thompson Falls", "currencyBasis": "issuer_context" }, "provider": "U.S. Department of War", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-dod" ], "legalAuthority": "Defense Production Act Title III", "programmeId": null, "recipient": "United States Antimony Corporation", "recipientOrgIds": [ "org-us-antimony" ], "project": "Thompson Falls antimony processing and refining expansion", "projectId": "prj-us-usac-thompson-falls-expansion", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Montana", "asStated": "Thompson Falls, Montana" } ], "stages": [ "processing", "refining" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2026-02-24", "sourceId": "src-dow-usac-antimony-2026", "note": "Part of the $27M award announced for February 24; its precise $20M allocation is disclosed later by the company." }, { "status": "partially_disbursed", "date": null, "sourceId": "src-usac-2026-q2-10q", "note": "The filing states $12.8M received in April 2026 for accepted milestones, recognized against Thompson Falls construction in progress; no exact day is given." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-dow-usac-antimony-2026", "supports": [ "instrument", "value_role", "capital_source", "provider", "legal_authority", "recipient", "project", "location", "stages", "materials", "status" ], "evidence": "explicit", "locator": "Opening and award-scope paragraphs", "note": "Government names two work streams under one $27M DPA award; it does not state their individual amounts." }, { "sourceId": "src-usac-2026-q1-call-sec-exhibit", "supports": [ "amount", "relationships", "project", "location" ], "evidence": "explicit", "locator": "May 2026 SEC-furnished transcript: CEO answer to Jonathan Miller's funding allocation question", "note": "Company explicitly identifies the $20M Thompson Falls and $7M Alaska split. Does not establish separate obligations or disbursement." }, { "sourceId": "src-usac-2026-q2-10q", "supports": [ "status", "project", "location" ], "evidence": "explicit", "locator": "Note 9 — Government Grant and Property, Plant and Equipment", "note": "Confirms payment of $12.8M in April 2026, not the entire Thompson Falls $20M allocation." } ], "notes": "The recipient's SEC-furnished earnings-call transcript allocates $20M to Thompson Falls. Its Form 10-Q reports $12.8M of accepted milestones received in April 2026 and recorded against Thompson Falls construction in progress. Neither amount is incremental to the parent $27M award." }, { "id": "fin-us-exim-perpetua-stibnite-2026", "eventId": "evt-us-exim-stibnite-2026", "relationships": [], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "2906000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "2,906 [US$ millions]", "currencyBasis": "stated" }, "provider": "Export-Import Bank of the United States", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-exim" ], "legalAuthority": "Make More in America Initiative", "programmeId": null, "recipient": "Perpetua Resources Idaho, Inc.", "recipientOrgIds": [ "org-perpetua-resources-idaho" ], "project": "Stibnite Gold Project", "projectId": "prj-us-stibnite", "facility": null, "locations": [ { "countryCode": "US", "subnational": "Idaho", "asStated": "Idaho" } ], "stages": [ "mining", "processing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "antimony" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "gold" ], "financialStatusHistory": [ { "status": "decided", "date": "2026-05-21", "sourceId": "src-exim-stibnite-board-2026", "note": "EXIM's board gave final approval. The bank's transaction table labels the transaction 'Authorized'; SMPT maps this to decided because definitive loan documentation had not yet been executed." } ], "implementationStatusHistory": [ { "status": "construction", "date": null, "sourceId": "src-perpetua-stibnite-construction-2026", "note": "Early works were underway before EXIM's final approval and additional critical-path construction began in May 2026." } ], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-exim-stibnite-transactions-2026", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "project", "location", "materials", "status" ], "evidence": "explicit", "locator": "2026 Perpetua Resources Corp. transaction row", "note": "The table lists US$2.906B, U.S. mining sector, and status Authorized." }, { "sourceId": "src-exim-stibnite-board-2026", "supports": [ "instrument", "provider", "recipient", "project", "materials", "status" ], "evidence": "explicit", "locator": "Transaction AP768324XX", "note": "The minutes identify a direct loan for Gold and Antimony and record final approval." }, { "sourceId": "src-perpetua-sec-2026-q2", "supports": [ "status", "legal_authority" ], "evidence": "explicit", "locator": "Project Financing from U.S. EXIM", "note": "The filing states that the board-approved loan remained subject to definitive documentation and conditions precedent and identifies the Make More in America Initiative." }, { "sourceId": "src-perpetua-sec-2026-q2", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Project financing and development discussion", "note": "The loan finances the Stibnite development, which includes mine development and a processing plant; no amount is allocated by stage." }, { "sourceId": "src-perpetua-stibnite-construction-2026", "supports": [ "status" ], "evidence": "explicit", "locator": "Construction update", "note": null }, { "sourceId": "src-exim-stibnite-board-2026", "supports": [ "provider" ], "evidence": "explicit", "locator": "Structured & Project Finance Division, Board transaction AP768324XX; U.S. Export-Import Bank direct loan", "note": "The bank is provider/authorizing lender, not an outside guarantor. Board approval is not evidence of execution or disbursement." } ], "notes": "EXIM's official transaction table uses 'Authorized', but the commitment remains non-binding in SMPT's lifecycle until definitive loan documents are executed. The June 2026 filing states that availability depends on completion of definitive documentation and satisfaction of conditions precedent. EXIM's May 21, 2026 board record names Perpetua Resources Idaho Inc. as prospective borrower/PSOR and the Canadian-incorporated Perpetua Resources Corp. as proposed guarantor; this classification does not imply execution of a loan or guarantee." }, { "id": "fin-us-osc-obbba-2025-credit-subsidy", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "loan", "valueRole": "budget_appropriation", "capitalSource": "public", "amount": { "value": "500000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$500 million of credit subsidy funding", "currencyBasis": "issuer_context" }, "provider": "US Department of Defense, Office of Strategic Capital", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-osc" ], "legalAuthority": "One Big Beautiful Bill Act", "programmeId": "prg-us-osc-critical-minerals-lending", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "authorized", "date": "2025-07-04", "sourceId": "src-osc-mp-loan-2025", "note": "The release says the President signed the Act into law on 4 July 2025." } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-osc-mp-loan-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "status", "programme" ], "evidence": "explicit", "locator": "Third paragraph", "note": null } ], "notes": "Recorded because the OSC release names it as the source of the MP loan. A credit subsidy covers the budget cost of lending, not loan principal, so it is never added to the lending authority or to any loan." }, { "id": "fin-us-osc-obbba-2025-lending-authority", "eventId": "evt-us-dod-mp-2025", "relationships": [], "instrument": "loan", "valueRole": "lending_authority", "capitalSource": "public", "amount": { "value": "100000000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "creating up to $100 billion in available loan funds specifically for critical minerals production and related industries and projects", "currencyBasis": "issuer_context" }, "provider": "US Department of Defense, Office of Strategic Capital", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-osc" ], "legalAuthority": "One Big Beautiful Bill Act", "programmeId": "prg-us-osc-critical-minerals-lending", "recipient": null, "recipientOrgIds": [], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "authorized", "date": "2025-07-04", "sourceId": "src-osc-mp-loan-2025", "note": null } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-osc-mp-loan-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "status", "programme" ], "evidence": "explicit", "locator": "Third paragraph", "note": null } ], "notes": "A lending ceiling created by the $500 million credit subsidy, as the OSC release describes it. A ceiling on what may be lent, not money lent; awards drawn from it are recorded separately and never added to it." }, { "id": "fin-us-osc-vulcan-reelement-2025-joint-commitment", "eventId": "evt-us-osc-vulcan-reelement-2025", "relationships": [ { "commitmentId": "fin-us-osc-obbba-2025-lending-authority", "relationship": "drawn_from", "sourceId": "src-osc-vulcan-reelement-2025", "locator": "Fourth paragraph", "note": "\"The funding for OSC's conditional loans comes from the One Big Beautiful Bill Act ... The Act provides up to $100 billion in total OSC lending authority\"." } ], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "700000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "a joint $700 million conditional loan commitment", "currencyBasis": "issuer_context" }, "provider": "US Department of War, Office of Strategic Capital", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-osc" ], "legalAuthority": "One Big Beautiful Bill Act (OSC lending authority)", "programmeId": "prg-us-osc-critical-minerals-lending", "recipient": "Vulcan Elements and ReElement Technologies", "recipientOrgIds": [ "org-reelement-technologies", "org-vulcan-elements" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [ "separation", "refining", "component_manufacturing" ], "stageAllocation": "multi_stage_unallocated", "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-11-21", "sourceId": "src-osc-vulcan-reelement-2025", "note": "A conditional commitment: \"No OSC funds are disbursed until all parties have completed or met the conditions for disbursement as specified in the loan commitment.\"" } ], "implementationStatusHistory": [], "terms": [ { "kind": "other", "value": null, "qualifier": null, "currency": null, "unit": null, "asStated": "The Department of War will also receive warrants from Vulcan and ReElement as part of the joint commitment.", "sourceId": "src-osc-vulcan-reelement-2025", "note": null } ], "outcomes": [ { "metric": "other", "value": "10000", "qualifier": "up_to", "unit": "metric tons of NdFeB magnet material", "targetDate": null, "asStated": "Vulcan and ReElement anticipate collectively producing up to 10,000 metric tons of NdFeB magnet material in the next several years", "statedBy": "recipient", "sourceId": "src-osc-vulcan-reelement-2025", "note": "The companies' expectation as the OSC release reports it; no period or annual rate is stated." } ], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "legal_authority", "recipient", "relationships", "materials", "status", "terms", "outcomes", "programme" ], "evidence": "explicit", "locator": "First to fourth paragraphs", "note": null }, { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "stages" ], "evidence": "explicit", "locator": "Second paragraph", "note": "\"advanced rare earth element separation, metallization, and magnet manufacturing capabilities\"; metallization is recorded as refining." } ], "notes": "The joint commitment; its two loans are recorded as parts of it. Stages are stated for the joint commitment, not per company." }, { "id": "fin-us-osc-vulcan-reelement-2025-reelement-loan", "eventId": "evt-us-osc-vulcan-reelement-2025", "relationships": [ { "commitmentId": "fin-us-osc-vulcan-reelement-2025-joint-commitment", "relationship": "part_of", "sourceId": "src-osc-vulcan-reelement-2025", "locator": "Second paragraph", "note": null } ], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "80000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "one to ReElement for $80 million", "currencyBasis": "issuer_context" }, "provider": "US Department of War, Office of Strategic Capital", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-osc" ], "legalAuthority": null, "programmeId": "prg-us-osc-critical-minerals-lending", "recipient": "ReElement Technologies", "recipientOrgIds": [ "org-reelement-technologies" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-11-21", "sourceId": "src-osc-vulcan-reelement-2025", "note": "A conditional commitment: \"No OSC funds are disbursed until all parties have completed or met the conditions for disbursement as specified in the loan commitment.\"" } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "relationships", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Second paragraph", "note": null } ], "notes": null }, { "id": "fin-us-osc-vulcan-reelement-2025-vulcan-elements-loan", "eventId": "evt-us-osc-vulcan-reelement-2025", "relationships": [ { "commitmentId": "fin-us-osc-vulcan-reelement-2025-joint-commitment", "relationship": "part_of", "sourceId": "src-osc-vulcan-reelement-2025", "locator": "Second paragraph", "note": null } ], "instrument": "loan", "valueRole": "commitment", "capitalSource": "public", "amount": { "value": "620000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "one to Vulcan for $620 million", "currencyBasis": "issuer_context" }, "provider": "US Department of War, Office of Strategic Capital", "providerJurisdiction": "us", "providerOrgIds": [ "org-us-osc" ], "legalAuthority": null, "programmeId": "prg-us-osc-critical-minerals-lending", "recipient": "Vulcan Elements", "recipientOrgIds": [ "org-vulcan-elements" ], "project": null, "projectId": null, "facility": null, "locations": [], "stages": [], "stageAllocation": "not_stated", "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "financialStatusHistory": [ { "status": "decided", "date": "2025-11-21", "sourceId": "src-osc-vulcan-reelement-2025", "note": "A conditional commitment: \"No OSC funds are disbursed until all parties have completed or met the conditions for disbursement as specified in the loan commitment.\"" } ], "implementationStatusHistory": [], "terms": [], "outcomes": [], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "instrument", "value_role", "capital_source", "amount", "provider", "recipient", "relationships", "materials", "status", "programme" ], "evidence": "explicit", "locator": "Second paragraph", "note": null } ], "notes": null } ], "controlMeasures": [ { "id": "ctl-ca-ica-2022-divest-chengze-lithium-chile", "eventId": "evt-ca-ica-divest-2022", "measureType": "investment_divestiture", "direction": "inbound_investment", "clause": null, "targetScopes": [ "named_entities" ], "targetJurisdictions": [], "targetEntities": [ "Chengze Lithium International Limited" ], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "Chengze Lithium International Limited is required to divest itself of its investment in Lithium Chile Inc.", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": "final orders made under section 25.4(1) of the ICA", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2022-11-02", "sourceId": "src-ca-ised-divest", "until": null, "note": "Ordered; the statement announces the outcome of final orders." } ], "evidence": [ { "sourceId": "src-ca-ised-divest", "supports": [ "measure_type", "direction", "targets", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "List of orders; paragraph on section 25.4(1)", "note": "Read in full in a browser on 2026-09-23." }, { "sourceId": "src-ca-ised-divest", "supports": [ "materials" ], "evidence": "ambiguous", "locator": "Second paragraph", "note": "\"we reviewed a number of investments in Canadian companies engaged in the critical minerals sector, including lithium\" — the statement does not assign a mineral to each order." } ], "notes": "One of three orders announced together; the Canadian company is Lithium Chile Inc.." }, { "id": "ctl-ca-ica-2022-divest-sinomine-power-metals", "eventId": "evt-ca-ica-divest-2022", "measureType": "investment_divestiture", "direction": "inbound_investment", "clause": null, "targetScopes": [ "named_entities" ], "targetJurisdictions": [], "targetEntities": [ "Sinomine (Hong Kong) Rare Metals Resources Co., Limited" ], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "Sinomine (Hong Kong) Rare Metals Resources Co., Limited is required to divest itself of its investment in Power Metals Corp.", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": "final orders made under section 25.4(1) of the ICA", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2022-11-02", "sourceId": "src-ca-ised-divest", "until": null, "note": "Ordered; the statement announces the outcome of final orders." } ], "evidence": [ { "sourceId": "src-ca-ised-divest", "supports": [ "measure_type", "direction", "targets", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "List of orders; paragraph on section 25.4(1)", "note": "Read in full in a browser on 2026-09-23." }, { "sourceId": "src-ca-ised-divest", "supports": [ "materials" ], "evidence": "ambiguous", "locator": "Second paragraph", "note": "\"we reviewed a number of investments in Canadian companies engaged in the critical minerals sector, including lithium\" — the statement does not assign a mineral to each order." } ], "notes": "One of three orders announced together; the Canadian company is Power Metals Corp.." }, { "id": "ctl-ca-ica-2022-divest-zangge-ultra-lithium", "eventId": "evt-ca-ica-divest-2022", "measureType": "investment_divestiture", "direction": "inbound_investment", "clause": null, "targetScopes": [ "named_entities" ], "targetJurisdictions": [], "targetEntities": [ "Zangge Mining Investment (Chengdu) Co., Ltd." ], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "Zangge Mining Investment (Chengdu) Co., Ltd. is required to divest itself of its investment in Ultra Lithium Inc.", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": "final orders made under section 25.4(1) of the ICA", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2022-11-02", "sourceId": "src-ca-ised-divest", "until": null, "note": "Ordered; the statement announces the outcome of final orders." } ], "evidence": [ { "sourceId": "src-ca-ised-divest", "supports": [ "measure_type", "direction", "targets", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "List of orders; paragraph on section 25.4(1)", "note": "Read in full in a browser on 2026-09-23." }, { "sourceId": "src-ca-ised-divest", "supports": [ "materials" ], "evidence": "ambiguous", "locator": "Second paragraph", "note": "\"we reviewed a number of investments in Canadian companies engaged in the critical minerals sector, including lithium\" — the statement does not assign a mineral to each order." } ], "notes": "One of three orders announced together; the Canadian company is Ultra Lithium Inc.." }, { "id": "ctl-cn-56-2025-customs-declaration", "eventId": "evt-cn-mofcom-56-2025", "measureType": "customs_enforcement", "direction": "export", "clause": "Customs declaration paragraph", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "出口经营者应当对报关商品的真实性负责，加强出口物项识别，属于管制物项的，必须在报关单备注栏中注明“属于两用物项”并列明两用物项出口管制编码；不属于管制物项但参数、指标、性能等接近的，必须在报关单备注栏中注明“不属于管制物项”并填写具体参数、指标。对上述填报信息完整、准确、真实性存疑的，海关将依法质疑，质疑期间出口货物不予放行。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-56", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-56", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Paragraph after the item list; preamble", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": null }, { "id": "ctl-cn-56-2025-equipment-licensing", "eventId": "evt-cn-mofcom-56-2025", "measureType": "export_licensing", "direction": "export", "clause": "Item 1 (2B902)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "2B902 稀土生产加工设备：用于稀土生产加工的离心萃取设备；离子型稀土矿智能连续除杂沉淀设备；稀土用焙烧窑；用于稀土分离提纯的萃取槽和离子吸附设备；稀土用沉淀结晶反应罐及其零部件；稀土用电阻炉；用于稀土金属电解的设备和稀土电解槽；真空感应还原炉；真空碳管炉；稀土晶体生长炉；稀土永磁真空感应铸片炉、氢碎炉、气流磨、成型压机、自动热压设备、冷等静压压力机、真空烧结炉及相关零部件；用于稀土磁材加工的设备；晶界扩散设备；用于稀土二次资源回收利用的立窑。", "productCodes": [ { "system": "cn_control_number", "code": "2B902.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.d", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.e", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.f", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.g", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.h", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.i", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.j", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.k", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.l", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.m", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.n", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.o", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.p", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.q", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.r", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.s", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.t", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.u", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.v", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.w", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.x", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.y", "role": "legal_scope" }, { "system": "cn_control_number", "code": "2B902.z", "role": "legal_scope" }, { "system": "cn_customs", "code": "84798999", "role": "reference" }, { "system": "cn_customs", "code": "84799090", "role": "reference" }, { "system": "cn_customs", "code": "85141990", "role": "reference" }, { "system": "cn_customs", "code": "85433000", "role": "reference" }, { "system": "cn_customs", "code": "85142000", "role": "reference" }, { "system": "cn_customs", "code": "84798310", "role": "reference" } ], "controlledItemTypes": [ "equipment" ], "controlledStages": [ "processing", "separation", "refining", "component_manufacturing", "recycling" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-56", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-56", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Preamble; Item 1 (2B902.a–z); closing paragraphs", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-56", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Item 1 (2B902.a–z); closing paragraphs", "note": "The list names separation and purification (稀土分离提纯), metal electrolysis (稀土金属电解), permanent-magnet production (稀土永磁) and secondary-resource recovery (稀土二次资源回收利用); roasting kilns, leachate precipitation and crystal-growth furnaces are read as processing." } ], "notes": "Condensed from the 26 sub-items 2B902.a–z in the announcement's own words; the parameters each item must meet are in the source. The reference customs codes are printed at eight digits as the announcement gives them. Scheduled for 8 November 2025 and suspended the day before by No. 70, so it never took effect." }, { "id": "ctl-cn-56-2025-raw-materials-licensing", "eventId": "evt-cn-mofcom-56-2025", "measureType": "export_licensing", "direction": "export", "clause": "Item 2 (1C914)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "1C914 稀土原辅料相关物项：稀土矿（氟碳铈矿；独居石；离子吸附型稀土矿）；含有羟肟酸类或磷酸酯类捕收剂的稀土矿浮选药剂；用于稀土生产的萃取剂（P507、P204、环烷酸、N235、C272）。", "productCodes": [ { "system": "cn_control_number", "code": "1C914.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C914.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C914.c", "role": "legal_scope" }, { "system": "cn_customs", "code": "25309020", "role": "reference" }, { "system": "cn_customs", "code": "29319000", "role": "reference" }, { "system": "cn_customs", "code": "29199000", "role": "reference" }, { "system": "cn_customs", "code": "38249999", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "mining", "processing", "separation" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-56", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-56", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Preamble; Item 2 (1C914.a–c); closing paragraphs", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-56", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Item 2 (1C914.a–c); closing paragraphs", "note": "Stages read from the item list: bastnäsite, monazite and ion-adsorption ores are mine output; flotation reagents are used in beneficiation (processing); the five extractants are used in rare-earth production, read as solvent-extraction separation. The announcement names items, not stages." } ], "notes": "Extractants are identified in the source by name and CAS number (P507: CAS 14802-03-0; P204: CAS 298-07-7; naphthenic acid: CAS 1338-24-5; N235: CAS 68814-95-9; C272: CAS 83411-71-6)." }, { "id": "ctl-cn-57-2025-customs-declaration", "eventId": "evt-cn-mofcom-57-2025", "measureType": "customs_enforcement", "direction": "export", "clause": "Customs declaration paragraph", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "出口经营者应当对报关商品的真实性负责，加强出口物项识别，属于管制物项的，必须在报关单备注栏中注明“属于两用物项”并列明两用物项出口管制编码；不属于管制物项但参数、指标、性能等接近的，必须在报关单备注栏中注明“不属于管制物项”并填写具体参数、指标。对上述填报信息完整、准确、真实性存疑的，海关将依法质疑，质疑期间出口货物不予放行。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-57", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-57", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Paragraph after the explanatory notes; preamble", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": null }, { "id": "ctl-cn-57-2025-export-licensing", "eventId": "evt-cn-mofcom-57-2025", "measureType": "export_licensing", "direction": "export", "clause": "Items 1–5 (1C909–1C913)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "钬、铒、铥、铕、镱相关物项：金属、合金、靶材及含该元素的永磁、晶体、磁制冷、磁致伸缩、光纤、储氢、陶瓷、发光、吸氢、热屏蔽涂层等材料；氧化物及其混合物；化合物及其混合物。", "productCodes": [ { "system": "cn_control_number", "code": "1C909.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C909.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C909.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C910.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C910.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C910.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C911.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C911.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C911.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C912.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C912.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C912.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C913.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C913.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C913.c", "role": "legal_scope" }, { "system": "cn_customs", "code": "28053019", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "separation", "refining", "component_manufacturing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-57", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-57", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Preamble; Items 1–5; explanatory notes; closing paragraphs", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-57", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Items 1–5; explanatory notes; closing paragraphs", "note": "Stages read from the item list: oxides, compounds and mixtures sit at separation; metals, alloys and targets at refining; the magnet, crystal, optical-fibre, luminescent and other functional materials at component manufacturing. The announcement names items, not stages." } ], "notes": "Holmium, erbium, thulium, europium and ytterbium have no material record of their own and fall under the grouped rare-earth-elements material, as the April list's samarium, gadolinium, lutetium, scandium and yttrium do. Only holmium's list includes permanent-magnet material (含钬的永磁材料), and the text does not say NdFeB, so the NdFeB material is not recorded. The reference customs code 28053019 is printed for each metal." }, { "id": "ctl-cn-58-2025-battery-cathode-licensing", "eventId": "evt-cn-mofcom-58-2025", "measureType": "export_licensing", "direction": "export", "clause": "Items 1–2", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "锂离子电池 (lithium-ion batteries of 300 Wh/kg or more)", "磷酸铁锂正极材料 (lithium iron phosphate cathode material)", "三元正极材料的前驱体 (ternary cathode precursors: nickel-cobalt-manganese and nickel-cobalt-aluminium hydroxides)", "富锂锰基正极材料 (lithium-rich manganese-based cathode material)" ], "productScopeAsStated": "锂电池相关物项：重量能量密度大于等于300 Wh/kg的可充放电锂离子电池（包含电芯和电池组）、用于制造可充放电锂离子电池的设备、用于生产上述电池的技术；正极材料相关物项：磷酸铁锂正极材料、三元正极材料的前驱体、富锂锰基正极材料，以及用于制造正极材料的设备。", "productCodes": [ { "system": "cn_control_number", "code": "3A001", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3B901.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3E901.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C901.a.1", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C901.a.2", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C901.a.3", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3B901.b", "role": "legal_scope" }, { "system": "cn_customs", "code": "85076000", "role": "reference" }, { "system": "cn_customs", "code": "84798999", "role": "reference" }, { "system": "cn_customs", "code": "28429040", "role": "reference" }, { "system": "cn_customs", "code": "28539030", "role": "reference" }, { "system": "cn_customs", "code": "28539050", "role": "reference" } ], "controlledItemTypes": [ "goods", "equipment", "technology" ], "controlledStages": [ "component_manufacturing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-58", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-58", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Preamble; Items 1–2; closing paragraphs", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-58", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Preamble; Items 1–2; closing paragraphs", "note": "Batteries, cathode materials, their production equipment and battery technology sit at component manufacturing. Lithium is present across the battery/cathode limb; cobalt and nickel are attributed through the explicitly cobalt- and nickel-bearing ternary precursors. These attributions do not mean the measure controls raw lithium, raw cobalt or raw nickel. The untracked list preserves the controlled product forms and still-untracked manganese as stated." } ], "notes": null }, { "id": "ctl-cn-58-2025-customs-declaration", "eventId": "evt-cn-mofcom-58-2025", "measureType": "customs_enforcement", "direction": "export", "clause": "Customs declaration paragraph", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "出口经营者应当对报关商品的真实性负责，加强出口物项识别，属于管制物项的，必须在报关单备注栏中注明“属于两用物项”并列明两用物项出口管制编码；不属于管制物项但参数、指标、性能等接近的，必须在报关单备注栏中注明“不属于管制物项”并填写具体参数、指标。对上述填报信息完整、准确、真实性存疑的，海关将依法质疑，质疑期间出口货物不予放行。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-58", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-58", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Paragraph after the item list; preamble", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": null }, { "id": "ctl-cn-58-2025-graphite-anode-licensing", "eventId": "evt-cn-mofcom-58-2025", "measureType": "export_licensing", "direction": "export", "clause": "Item 3", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "石墨负极材料相关物项：人造石墨负极材料；人造石墨和天然石墨混合的负极材料；用于生产石墨负极材料的造粒工艺设备、石墨化设备（箱体炉、艾奇逊炉、内串炉、连续石墨化炉）和包覆改性设备；用于生产石墨负极材料的工艺及技术（造粒工艺、连续石墨化技术、液相包覆技术）。", "productCodes": [ { "system": "cn_control_number", "code": "3C901.b.1", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C902.b.2", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3B901.c.1", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3B901.c.2", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3B901.c.3", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3E901.b", "role": "legal_scope" } ], "controlledItemTypes": [ "goods", "equipment", "technology" ], "controlledStages": [ "processing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-58", "until": "2025-11-08", "note": "本公告自2025年11月8日起正式实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-58", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Preamble; Item 3; closing paragraphs", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-58", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Item 3; closing paragraphs", "note": "Anode material, the granulation, graphitisation and coating equipment that makes it, and the process technology are read as graphite processing; the announcement names items, not stages." } ], "notes": "The mixed artificial-and-natural graphite anode entry is printed as 3C902.b.2 in the announcement, next to 3C901.b.1; it is recorded as printed." }, { "id": "ctl-cn-62-2025-knowledge-catch-all", "eventId": "evt-cn-mofcom-62-2025", "measureType": "end_use_restriction", "direction": "export", "clause": "Item 1, second paragraph", "targetScopes": [ "end_uses" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [ "用于或者实质性有助于境外稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用活动" ], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "出口非管制的货物、技术或者服务，出口经营者明知其用于或者实质性有助于境外稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用活动的……应当在出口前向商务部申请两用物项出口许可。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》第十二条和《中华人民共和国两用物项出口管制条例》第十四条", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-62", "until": null, "note": "本公告自发布之日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-62", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Item 1, second paragraph; Item 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "A knowledge-based licensing requirement for goods, technology or services that are not themselves controlled." }, { "id": "ctl-cn-62-2025-overseas-support-ban", "eventId": "evt-cn-mofcom-62-2025", "measureType": "end_use_restriction", "direction": "export", "clause": "Item 7", "targetScopes": [ "domestic_operators", "end_uses" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [ "境外稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用活动" ], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "中国公民、法人、非法人组织未经许可不得为境外稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用活动提供任何实质性帮助和支持。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-62", "until": null, "note": "本公告自发布之日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-62", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Item 7; Items 2 and 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "Recorded with direction \"export\" because Item 2 defines export to include transfer or provision abroad or to foreign persons through investment, exchanges, joint research, employment, consulting and similar means." }, { "id": "ctl-cn-62-2025-production-line-technology-licensing", "eventId": "evt-cn-mofcom-62-2025", "measureType": "export_licensing", "direction": "export", "clause": "Item 1(2) (1E902.b)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关生产线装配、调试、维护、维修、升级等技术。", "productCodes": [ { "system": "cn_control_number", "code": "1E902.b", "role": "legal_scope" } ], "controlledItemTypes": [ "technology" ], "controlledStages": [ "mining", "separation", "refining", "component_manufacturing", "recycling" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-62", "until": null, "note": "本公告自发布之日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-62", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Item 1(2); Item 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-62", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Item 1(2); Item 8", "note": "The clause names the production lines the technology serves: 开采 (mining), 冶炼分离 (smelting and separation), 金属冶炼 (metal smelting, coded as refining), 磁材制造 (magnet manufacturing) and 稀土二次资源回收利用 (secondary-resource recovery)." } ], "notes": null }, { "id": "ctl-cn-62-2025-technology-licensing", "eventId": "evt-cn-mofcom-62-2025", "measureType": "export_licensing", "direction": "export", "clause": "Item 1(1) (1E902.a)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关技术及其载体。", "productCodes": [ { "system": "cn_control_number", "code": "1E902.a", "role": "legal_scope" } ], "controlledItemTypes": [ "technology" ], "controlledStages": [ "mining", "separation", "refining", "component_manufacturing", "recycling" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-62", "until": null, "note": "本公告自发布之日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-62", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status", "product_codes" ], "evidence": "explicit", "locator": "Item 1(1) and its definitions paragraph; Item 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-62", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Item 1(1) and its definitions paragraph; Item 8", "note": "The clause names the stages: 开采 (mining), 冶炼分离 (smelting and separation), 金属冶炼 (metal smelting, coded as refining), 磁材制造 (magnet manufacturing, defined as samarium-cobalt, NdFeB and cerium magnet manufacturing technology) and 稀土二次资源回收利用 (secondary-resource recovery)." } ], "notes": "Technology and its carriers include design drawings, process specifications, process parameters, processing programs and simulation data, as the announcement defines them." }, { "id": "ctl-cn-antimony-2024-export-licensing", "eventId": "evt-cn-antimony-2024", "measureType": "export_licensing", "direction": "export", "clause": "Item 1(1)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "锑相关物项：锑矿及原料；金属锑及制品；锑的氧化物（纯度大于等于99.99%）；三甲基锑、三乙基锑及其他有机锑化合物（纯度（无机元素基准）大于99.999%）；锑的氢化物（纯度大于99.999%，含在惰性气体或氢气中稀释的锑的氢化物）；锑化铟（具有以下所有特性：位错密度小于50个/平方厘米的单晶，以及纯度大于99.99999%的多晶）；金锑冶炼分离技术。", "productCodes": [ { "system": "cn_customs", "code": "2617101000", "role": "reference" }, { "system": "cn_customs", "code": "2617109001", "role": "reference" }, { "system": "cn_customs", "code": "2617109090", "role": "reference" }, { "system": "cn_customs", "code": "2830902000", "role": "reference" }, { "system": "cn_customs", "code": "8110101000", "role": "reference" }, { "system": "cn_customs", "code": "8110102000", "role": "reference" }, { "system": "cn_customs", "code": "8110200000", "role": "reference" }, { "system": "cn_customs", "code": "8110900000", "role": "reference" }, { "system": "cn_customs", "code": "2825800010", "role": "reference" }, { "system": "cn_customs", "code": "2931900032", "role": "reference" }, { "system": "cn_customs", "code": "2850009020", "role": "reference" }, { "system": "cn_customs", "code": "2853909031", "role": "reference" } ], "controlledItemTypes": [ "goods", "technology" ], "controlledStages": [ "mining", "refining", "processing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2024-08-15", "sourceId": "src-mofcom-33", "until": "2024-09-15", "note": null }, { "status": "in_force", "date": "2024-09-15", "sourceId": "src-mofcom-33", "until": null, "note": "本公告自2024年9月15日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-33", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "status" ], "evidence": "explicit", "locator": "Preamble; Items 1(1) and 8", "note": null }, { "sourceId": "src-mofcom-33", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Items 1(1) and 8", "note": "Stages read from the item list, which names items, not stages: ore and raw materials (锑矿及原料) sit at mining; metal, high-purity oxides, organic compounds, hydrides and indium antimonide at refining and processing; gold-antimony smelting and separation technology (金锑冶炼分离技术) at refining." } ], "notes": "Item 1(1)6 introduces the indium-antimonide criteria with 具有以下所有特性 (\"having all of the following characteristics\") and then gives a dislocation-density limit for single crystal and a purity limit for polycrystal. The announcement does not state how the two criteria combine; productScopeAsStated gives the text as stated." }, { "id": "ctl-cn-antimony-2024-superhard-licensing", "eventId": "evt-cn-antimony-2024", "measureType": "export_licensing", "direction": "export", "clause": "Item 1(2)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "超硬材料相关物项 (superhard-materials items)" ], "productScopeAsStated": "超硬材料相关物项：六面顶压机设备（具有以下所有特性：专门设计或制造的X/Y/Z三轴六面同步加压的大型液压机，缸径尺寸大于等于500毫米或设计使用压力大于等于5千兆帕）；六面顶压机专用关键零部件，包括铰链梁、顶锤、合成压力大于5千兆帕的高压控制系统；微波等离子体化学气相沉积法（MPCVD）设备（具有以下所有特性：专门设计或制造的MPCVD设备，微波功率在10千瓦以上，且微波频率为915兆赫或2450兆赫）；金刚石窗口材料，包括曲面金刚石窗口材料，或具有以下全部特征的平面金刚石窗口材料：直径3英寸及以上的单晶或多晶，可见光透过率65%及以上；用六面顶压机合成人造金刚石单晶或立方氮化硼单晶工艺技术；用于制造已列管的六面顶压机设备的技术。", "productCodes": [ { "system": "cn_customs", "code": "8479899956", "role": "reference" }, { "system": "cn_customs", "code": "8479909020", "role": "reference" }, { "system": "cn_customs", "code": "9032899094", "role": "reference" }, { "system": "cn_customs", "code": "8479899957", "role": "reference" }, { "system": "cn_customs", "code": "7104911010", "role": "reference" } ], "controlledItemTypes": [ "equipment", "goods", "technology" ], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2024-08-15", "sourceId": "src-mofcom-33", "until": "2024-09-15", "note": null }, { "status": "in_force", "date": "2024-09-15", "sourceId": "src-mofcom-33", "until": null, "note": "本公告自2024年9月15日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-33", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "status" ], "evidence": "explicit", "locator": "Items 1(2) and 8", "note": null }, { "sourceId": "src-mofcom-33", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Items 1(2) and 8", "note": "Press equipment and its key parts, MPCVD equipment, diamond window material and synthesis technology. The items are superhard materials outside the tracked set, so no supply-chain stage is coded." } ], "notes": "Equipment, diamond window material and technology for making synthetic diamond and cubic boron nitride; outside the tracked materials, recorded because Announcement No. 46 of 2024 later names superhard materials alongside gallium, germanium and antimony." }, { "id": "ctl-cn-antismuggling-2025-strategic-minerals", "eventId": "evt-cn-antismuggling-campaign-2025", "measureType": "customs_enforcement", "direction": "export", "clause": null, "targetScopes": [], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "gallium", "germanium", "antimony", "tungsten", "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "镓、锗、锑、钨、中重稀土等战略矿产", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "announced", "date": "2025-05-09", "sourceId": "src-mofcom-antismuggling-2025", "until": null, "note": "Deployed at an on-site meeting in Shenzhen; the notice gives no end date." } ], "evidence": [ { "sourceId": "src-mofcom-antismuggling-2025", "supports": [ "measure_type", "direction", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "First and second paragraphs", "note": null } ], "notes": "An enforcement campaign against false declaration, concealment and third-country transshipment (伪报瞒报、夹藏走私、\"第三国\"转口), not a new legal restriction; it enforces the existing controls. \"Medium and heavy rare earths\" fall under the grouped rare-earth-elements material." }, { "id": "ctl-cn-gage-2023-export-licensing", "eventId": "evt-cn-gage-2023", "measureType": "export_licensing", "direction": "export", "clause": "Item 1", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "gallium", "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "满足以下特性的物项，未经许可，不得出口：（一）镓相关物项：金属镓（单质）、氮化镓、氧化镓、磷化镓、砷化镓、铟镓砷、硒化镓、锑化镓；（二）锗相关物项：金属锗（单质）、区熔锗锭、磷锗锌、锗外延生长衬底、二氧化锗、四氯化锗。", "productCodes": [ { "system": "cn_customs", "code": "8112929010", "role": "reference" }, { "system": "cn_customs", "code": "8112929090", "role": "reference" }, { "system": "cn_customs", "code": "8112999000", "role": "reference" }, { "system": "cn_customs", "code": "2850001901", "role": "reference" }, { "system": "cn_customs", "code": "3818009001", "role": "reference" }, { "system": "cn_customs", "code": "3825690001", "role": "reference" }, { "system": "cn_customs", "code": "2825909001", "role": "reference" }, { "system": "cn_customs", "code": "3818009002", "role": "reference" }, { "system": "cn_customs", "code": "3825690002", "role": "reference" }, { "system": "cn_customs", "code": "2853904030", "role": "reference" }, { "system": "cn_customs", "code": "3818009003", "role": "reference" }, { "system": "cn_customs", "code": "3825690003", "role": "reference" }, { "system": "cn_customs", "code": "2853909026", "role": "reference" }, { "system": "cn_customs", "code": "3818009004", "role": "reference" }, { "system": "cn_customs", "code": "3825690004", "role": "reference" }, { "system": "cn_customs", "code": "2853909028", "role": "reference" }, { "system": "cn_customs", "code": "3818009005", "role": "reference" }, { "system": "cn_customs", "code": "3825690005", "role": "reference" }, { "system": "cn_customs", "code": "2842909024", "role": "reference" }, { "system": "cn_customs", "code": "3818009006", "role": "reference" }, { "system": "cn_customs", "code": "3825690006", "role": "reference" }, { "system": "cn_customs", "code": "2853909029", "role": "reference" }, { "system": "cn_customs", "code": "3818009007", "role": "reference" }, { "system": "cn_customs", "code": "3825690007", "role": "reference" }, { "system": "cn_customs", "code": "8112921010", "role": "reference" }, { "system": "cn_customs", "code": "8112921090", "role": "reference" }, { "system": "cn_customs", "code": "8112991000", "role": "reference" }, { "system": "cn_customs", "code": "2853904040", "role": "reference" }, { "system": "cn_customs", "code": "3818009008", "role": "reference" }, { "system": "cn_customs", "code": "3825690008", "role": "reference" }, { "system": "cn_customs", "code": "2825600002", "role": "reference" }, { "system": "cn_customs", "code": "3818009009", "role": "reference" }, { "system": "cn_customs", "code": "3825690009", "role": "reference" }, { "system": "cn_customs", "code": "2827399001", "role": "reference" }, { "system": "cn_customs", "code": "3818009010", "role": "reference" }, { "system": "cn_customs", "code": "3825690010", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "refining", "processing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2023-07-03", "sourceId": "src-mofcom-23", "until": "2023-08-01", "note": "Announced 3 July 2023." }, { "status": "in_force", "date": "2023-08-01", "sourceId": "src-mofcom-23", "until": null, "note": "本公告自2023年8月1日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-23", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "status" ], "evidence": "explicit", "locator": "Preamble; Items 1, 2 and 8", "note": null }, { "sourceId": "src-mofcom-23", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Items 1, 2 and 8", "note": "Stages read from the item list: the metals and zone-refined germanium ingots sit at refining; the compounds, oxides, tetrachloride and epitaxial substrates at processing. The announcement names items, not stages." } ], "notes": "Every listed customs code is printed as a reference code (参考海关商品编号); the item descriptions govern. Items 2–7 set out the licensing procedure. The announcement names no destination, so it applies to exports to every jurisdiction." }, { "id": "ctl-cn-graphite-2023-decontrol", "eventId": "evt-cn-graphite-2023", "measureType": "decontrol", "direction": "export", "clause": "Item 2", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "除上述物项外，商务部、国家国防科工委、海关总署公告2006年第50号中其他物项取消临时出口管制。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [ "商务部、国家国防科工委、海关总署公告2006年第50号（《决定对石墨类相关制品实施临时出口管制措施》）" ], "statusHistory": [ { "status": "scheduled", "date": "2023-10-20", "sourceId": "src-mofcom-39", "until": "2023-12-01", "note": null }, { "status": "in_force", "date": "2023-12-01", "sourceId": "src-mofcom-39", "until": null, "note": "本公告自2023年12月1日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-39", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "modified_measures", "status" ], "evidence": "explicit", "locator": "Items 2 and 9", "note": null } ], "notes": "Lifts the temporary control on every item of the 2006 measure not relisted in Item 1. The 2006 items are not enumerated here." }, { "id": "ctl-cn-graphite-2023-export-licensing", "eventId": "evt-cn-graphite-2023", "measureType": "export_licensing", "direction": "export", "clause": "Item 1", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "（一）高纯度（纯度>99.9%）、高强度（抗折强度>30Mpa）、高密度（密度>1.73克/立方厘米）的人造石墨材料及其制品；（二）天然鳞片石墨及其制品（包含球化石墨、膨胀石墨等）。", "productCodes": [ { "system": "cn_customs", "code": "3801100030", "role": "reference" }, { "system": "cn_customs", "code": "3801909010", "role": "reference" }, { "system": "cn_customs", "code": "6815190020", "role": "reference" }, { "system": "cn_customs", "code": "2504101000", "role": "reference" }, { "system": "cn_customs", "code": "2504109100", "role": "reference" }, { "system": "cn_customs", "code": "3801901000", "role": "reference" }, { "system": "cn_customs", "code": "3824999940", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "mining", "processing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [ "商务部、国家国防科工委、海关总署公告2006年第50号（《决定对石墨类相关制品实施临时出口管制措施》）" ], "statusHistory": [ { "status": "scheduled", "date": "2023-10-20", "sourceId": "src-mofcom-39", "until": "2023-12-01", "note": null }, { "status": "in_force", "date": "2023-12-01", "sourceId": "src-mofcom-39", "until": null, "note": "本公告自2023年12月1日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-39", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "modified_measures", "status" ], "evidence": "explicit", "locator": "Preamble; Items 1 and 9", "note": null }, { "sourceId": "src-mofcom-39", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Items 1 and 9", "note": "Stages read from the item list: natural flake graphite (天然鳞片石墨) is a mined concentrate; spherical and expanded graphite and high-purity synthetic graphite materials are processed products. The announcement names items, not stages." } ], "notes": "Replaces the 2006 temporary graphite measure, which Item 9 repeals from the same date." }, { "id": "ctl-cn-ree-2025-04-customs-declaration", "eventId": "china-rare-earth-controls-2025-04", "measureType": "customs_enforcement", "direction": "export", "clause": "Customs declaration paragraph", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "dysprosium", "terbium", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "出口经营者应加强物项识别，报关时应在备注栏中注明是否属于管制物项，属于管制物项的应列明两用物项出口管制编码。对上述填报信息存有疑议的，海关将依法质疑，质疑期间出口货物不予放行。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-04-04", "sourceId": "src-mofcom-18", "until": null, "note": "本公告自发布之日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-18", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Paragraph after the explanatory notes", "note": null } ], "notes": "Exporters must state on the declaration whether goods are controlled; goods are not released while customs questions a declaration." }, { "id": "ctl-cn-ree-2025-04-export-licensing", "eventId": "china-rare-earth-controls-2025-04", "measureType": "export_licensing", "direction": "export", "clause": "Items 1–7", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "dysprosium", "terbium", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "钐、钆、铽、镝、镥、钪、钇相关物项：金属、合金、靶材、氧化物、化合物及其混合物，以及钐钴永磁材料和含铽、含镝的钕铁硼永磁材料。", "productCodes": [ { "system": "cn_control_number", "code": "1C902.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C902.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C902.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C903.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C903.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C903.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C904.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C904.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C904.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C905.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C905.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C905.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C906.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C906.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C906.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C907.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C907.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C907.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C908.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C908.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C908.c", "role": "legal_scope" }, { "system": "cn_customs", "code": "2805301910", "role": "reference" }, { "system": "cn_customs", "code": "3824999922", "role": "reference" }, { "system": "cn_customs", "code": "8486909110", "role": "reference" }, { "system": "cn_customs", "code": "2846901940", "role": "reference" }, { "system": "cn_customs", "code": "2846901993", "role": "reference" }, { "system": "cn_customs", "code": "2846902810", "role": "reference" }, { "system": "cn_customs", "code": "2846902910", "role": "reference" }, { "system": "cn_customs", "code": "2846903910", "role": "reference" }, { "system": "cn_customs", "code": "2846904820", "role": "reference" }, { "system": "cn_customs", "code": "2846904910", "role": "reference" }, { "system": "cn_customs", "code": "2846909920", "role": "reference" }, { "system": "cn_customs", "code": "2846901930", "role": "reference" }, { "system": "cn_customs", "code": "2805301300", "role": "reference" }, { "system": "cn_customs", "code": "2846901600", "role": "reference" }, { "system": "cn_customs", "code": "2846902100", "role": "reference" }, { "system": "cn_customs", "code": "2846903100", "role": "reference" }, { "system": "cn_customs", "code": "2846904200", "role": "reference" }, { "system": "cn_customs", "code": "2846909300", "role": "reference" }, { "system": "cn_customs", "code": "2805301200", "role": "reference" }, { "system": "cn_customs", "code": "2846901500", "role": "reference" }, { "system": "cn_customs", "code": "2846902200", "role": "reference" }, { "system": "cn_customs", "code": "2846903200", "role": "reference" }, { "system": "cn_customs", "code": "2846904300", "role": "reference" }, { "system": "cn_customs", "code": "2846909400", "role": "reference" }, { "system": "cn_customs", "code": "2846901800", "role": "reference" }, { "system": "cn_customs", "code": "2805301800", "role": "reference" }, { "system": "cn_customs", "code": "2846901980", "role": "reference" }, { "system": "cn_customs", "code": "2805301700", "role": "reference" }, { "system": "cn_customs", "code": "2846901100", "role": "reference" }, { "system": "cn_customs", "code": "2846902600", "role": "reference" }, { "system": "cn_customs", "code": "2846903600", "role": "reference" }, { "system": "cn_customs", "code": "2846904600", "role": "reference" }, { "system": "cn_customs", "code": "2846909690", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "separation", "refining", "component_manufacturing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-04-04", "sourceId": "src-mofcom-18", "until": null, "note": "本公告自发布之日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-18", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "status" ], "evidence": "explicit", "locator": "Preamble; Items 1–7; explanatory notes; closing paragraphs", "note": null }, { "sourceId": "src-mofcom-18", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Items 1–7; explanatory notes; closing paragraphs", "note": "Stages read from the item list: oxides, compounds and mixtures sit at separation; metals, alloys and targets at refining; samarium-cobalt and terbium- or dysprosium-bearing NdFeB permanent magnet materials at component manufacturing. The announcement names items, not stages." } ], "notes": "Samarium, gadolinium, lutetium, scandium and yttrium fall under the grouped rare-earth-elements material; terbium and dysprosium are tracked individually. Exporters must apply to MOFCOM for a licence under the Export Control Law and the Dual-Use Items Regulations." }, { "id": "ctl-cn-ree-2025-10-advanced-chip-ai-review", "eventId": "china-rare-earth-expansion-2025-10", "measureType": "end_use_restriction", "direction": "re_export", "clause": "Item 4", "targetScopes": [ "end_uses" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [ "研发、生产14纳米及以下逻辑芯片或者256层及以上存储芯片，以及制造上述制程半导体的生产设备、测试设备和材料 (R&D and production of logic chips of 14 nm or below or memory chips of 256 layers or more, and equipment, test equipment and materials for making them)", "研发具有潜在军事用途的人工智能 (R&D of artificial intelligence with potential military uses)" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": null, "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-61", "until": null, "note": "Item 8 dates only the three limbs of Item 1; this clause is read as applying from publication." }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，…商务部公告2025年第61号…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-61", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "legal_basis" ], "evidence": "explicit", "locator": "Item 4", "note": null }, { "sourceId": "src-mofcom-61", "supports": [ "status" ], "evidence": "ambiguous", "locator": "Item 8", "note": "Item 8 dates only the three limbs of Item 1; this clause is read as applying from publication." }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "Case-by-case review (逐案审批), not a presumption of denial." }, { "id": "ctl-cn-ree-2025-10-de-minimis-licensing", "eventId": "china-rare-earth-expansion-2025-10", "measureType": "extraterritorial_licensing", "direction": "re_export", "clause": "Item 1(1)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "含有、集成或者混有原产于中国的本公告附件1第一部分所列物项在境外制造的本公告附件1第二部分所列物项，且附件1第一部分所列物项占境外制造的附件1第二部分所列物项的价值比例达到0.1%及以上的", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-61", "until": "2025-12-01", "note": "本公告\"一（一）\"和\"一（二）\"部分自2025年12月1日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，…商务部公告2025年第61号…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-61", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Items 1(1) and 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-61", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Items 1(1) and 8", "note": "Annex 1 Part II items made abroad. The annex (.wps) is unread, so no stage is coded." } ], "notes": "Foreign-made items containing China-origin Annex 1 Part 1 items at 0.1% or more of value need a Chinese licence before export from a third country. Suspended before its scheduled start. Annex 1 (物项列表, a .wps file) was not machine-read, so the items it lists are not transcribed; the announcement's title and text establish that they are rare-earth items." }, { "id": "ctl-cn-ree-2025-10-foreign-direct-product-licensing", "eventId": "china-rare-earth-expansion-2025-10", "measureType": "extraterritorial_licensing", "direction": "re_export", "clause": "Item 1(2)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "使用原产于中国的稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关技术在境外生产的本公告附件1所列物项", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [ "mining", "separation", "refining", "component_manufacturing", "recycling" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2025-10-09", "sourceId": "src-mofcom-61", "until": "2025-12-01", "note": "本公告\"一（一）\"和\"一（二）\"部分自2025年12月1日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，…商务部公告2025年第61号…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-61", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Items 1(2) and 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-61", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Items 1(2) and 8", "note": "The clause names the technologies the covered foreign-made items are produced with: 开采 (mining), 冶炼分离 (smelting and separation), 金属冶炼 (metal smelting, coded as refining), 磁材制造 (magnet manufacturing) and 稀土二次资源回收利用 (secondary-resource recovery)." } ], "notes": "Annex 1 items made abroad with Chinese rare-earth mining, separation, smelting, magnet-making or recycling technology. Suspended before its scheduled start. Annex 1 (物项列表, a .wps file) was not machine-read, so the items it lists are not transcribed; the announcement's title and text establish that they are rare-earth items." }, { "id": "ctl-cn-ree-2025-10-military-listed-end-users", "eventId": "china-rare-earth-expansion-2025-10", "measureType": "end_use_restriction", "direction": "re_export", "clause": "Item 2", "targetScopes": [ "end_users" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [ "境外军事用户 (foreign military users)", "出口管制管控名单和关注名单所列的进口商和最终用户（包括其控股50%及以上的子公司、分公司等分支机构） (importers and end users on the export control and watch lists, including branches and subsidiaries they control 50% or more)" ], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": null, "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-61", "until": null, "note": "Item 8 dates only the three limbs of Item 1; this clause is read as applying from publication." }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，…商务部公告2025年第61号…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-61", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "legal_basis" ], "evidence": "explicit", "locator": "Item 2", "note": null }, { "sourceId": "src-mofcom-61", "supports": [ "status" ], "evidence": "ambiguous", "locator": "Item 8", "note": "Item 8 dates only the three limbs of Item 1; this clause is read as applying from publication." }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "Applications are \"in principle not licensed\" (原则上不予许可)." }, { "id": "ctl-cn-ree-2025-10-origin-reexport-licensing", "eventId": "china-rare-earth-expansion-2025-10", "measureType": "extraterritorial_licensing", "direction": "re_export", "clause": "Item 1(3)", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "原产于中国的本公告附件1所列物项", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-61", "until": null, "note": "本公告\"一（三）\"部分自公布之日起实施。" }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，…商务部公告2025年第61号…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-61", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Items 1(3) and 8", "note": null }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null }, { "sourceId": "src-mofcom-61", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Items 1(3) and 8", "note": "Chinese-origin Annex 1 items. The annex (.wps) is unread, so no stage is coded." } ], "notes": "Annex 1 (物项列表, a .wps file) was not machine-read, so the items it lists are not transcribed; the announcement's title and text establish that they are rare-earth items." }, { "id": "ctl-cn-ree-2025-10-prohibited-end-uses", "eventId": "china-rare-earth-expansion-2025-10", "measureType": "end_use_restriction", "direction": "re_export", "clause": "Item 3", "targetScopes": [ "end_uses" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [ "设计、开发、生产、使用大规模杀伤性武器及其运载工具 (weapons of mass destruction and their means of delivery)", "恐怖主义目的 (terrorist purposes)", "军事用途或者提升军事潜力 (military uses or enhancing military potential)" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": null, "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-10-09", "sourceId": "src-mofcom-61", "until": null, "note": "Item 8 dates only the three limbs of Item 1; this clause is read as applying from publication." }, { "status": "suspended", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日，…商务部公告2025年第61号…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-61", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "legal_basis" ], "evidence": "explicit", "locator": "Item 3", "note": null }, { "sourceId": "src-mofcom-61", "supports": [ "status" ], "evidence": "ambiguous", "locator": "Item 8", "note": "Item 8 dates only the three limbs of Item 1; this clause is read as applying from publication." }, { "sourceId": "src-mofcom-70", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "Applications are \"in principle not licensed\" (原则上不予许可)." }, { "id": "ctl-cn-ree-2025-11-suspension", "eventId": "china-rare-earth-suspension-2025-11", "measureType": "suspension", "direction": "export", "clause": null, "targetScopes": [], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "productScopeAsStated": "商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [ "ctl-cn-56-2025-customs-declaration", "ctl-cn-56-2025-equipment-licensing", "ctl-cn-56-2025-raw-materials-licensing", "ctl-cn-57-2025-customs-declaration", "ctl-cn-57-2025-export-licensing", "ctl-cn-58-2025-battery-cathode-licensing", "ctl-cn-58-2025-customs-declaration", "ctl-cn-58-2025-graphite-anode-licensing", "ctl-cn-62-2025-knowledge-catch-all", "ctl-cn-62-2025-overseas-support-ban", "ctl-cn-62-2025-production-line-technology-licensing", "ctl-cn-62-2025-technology-licensing", "ctl-cn-ree-2025-10-advanced-chip-ai-review", "ctl-cn-ree-2025-10-de-minimis-licensing", "ctl-cn-ree-2025-10-foreign-direct-product-licensing", "ctl-cn-ree-2025-10-military-listed-end-users", "ctl-cn-ree-2025-10-origin-reexport-licensing", "ctl-cn-ree-2025-10-prohibited-end-uses" ], "modifiesExternalInstruments": [ "商务部、海关总署公告2025年第55号" ], "statusHistory": [ { "status": "in_force", "date": "2025-11-07", "sourceId": "src-mofcom-70", "until": "2026-11-10", "note": "经批准，自即日起至2026年11月10日…暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-70", "supports": [ "measure_type", "direction", "product_scope", "modified_measures", "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "One sentence suspends six announcements until 10 November 2026. Nos. 56, 57, 58, 61 and 62 are in the corpus and each clause is linked here; No. 55 (superhard materials) covers no tracked material and is listed by number only. The suspension names no material itself." }, { "id": "ctl-cn-ree-regs-2024-designated-enterprises", "eventId": "evt-cn-decree-785-2024", "measureType": "domestic_production_control", "direction": "domestic", "clause": "Art. 8", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "国务院工业和信息化主管部门会同国务院有关部门确定稀土开采企业和稀土冶炼分离企业，并向社会公布。", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2024-06-29", "sourceId": "src-gov-cn-decree-785", "until": "2024-10-01", "note": "Published 29 June 2024." }, { "status": "in_force", "date": "2024-10-01", "sourceId": "src-gov-cn-decree-785", "until": null, "note": "本条例自2024年10月1日起施行。" } ], "evidence": [ { "sourceId": "src-gov-cn-decree-785", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "Art. 8; Art. 32", "note": null } ], "notes": "Only enterprises the industry ministry designates may mine or separate rare earths." }, { "id": "ctl-cn-ree-regs-2024-illegal-product-ban", "eventId": "evt-cn-decree-785-2024", "measureType": "domestic_production_control", "direction": "domestic", "clause": "Art. 13", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "任何组织和个人不得收购、加工、销售、出口非法开采或者非法冶炼分离的稀土产品。", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [ "mining", "separation" ], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2024-06-29", "sourceId": "src-gov-cn-decree-785", "until": "2024-10-01", "note": "Published 29 June 2024." }, { "status": "in_force", "date": "2024-10-01", "sourceId": "src-gov-cn-decree-785", "until": null, "note": "本条例自2024年10月1日起施行。" } ], "evidence": [ { "sourceId": "src-gov-cn-decree-785", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "Art. 13; Art. 32", "note": null }, { "sourceId": "src-gov-cn-decree-785", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Art. 13; Art. 32", "note": "\"非法开采或者非法冶炼分离的稀土产品\": rare earth products of illegal mining or illegal smelting and separation." } ], "notes": "Reaches export as well as domestic trade in illegally mined or separated products; coded as domestic because it regulates the product's origin rather than its destination." }, { "id": "ctl-cn-ree-regs-2024-total-quantity-control", "eventId": "evt-cn-decree-785-2024", "measureType": "domestic_production_control", "direction": "domestic", "clause": "Art. 10", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "国家…对稀土开采和稀土冶炼分离实行总量调控，并优化动态管理。", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [ "mining", "separation" ], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2024-06-29", "sourceId": "src-gov-cn-decree-785", "until": "2024-10-01", "note": "Published 29 June 2024." }, { "status": "in_force", "date": "2024-10-01", "sourceId": "src-gov-cn-decree-785", "until": null, "note": "本条例自2024年10月1日起施行。" } ], "evidence": [ { "sourceId": "src-gov-cn-decree-785", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "Art. 10; Art. 32", "note": null }, { "sourceId": "src-gov-cn-decree-785", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Art. 10; Art. 32", "note": "\"对稀土开采和稀土冶炼分离实行总量调控\": total-quantity control over rare earth mining and smelting-separation output." } ], "notes": "Total-quantity control of mining and separation. The quotas themselves are not published in this instrument, and none are recorded." }, { "id": "ctl-cn-ree-regs-2024-traceability", "eventId": "evt-cn-decree-785-2024", "measureType": "domestic_production_control", "direction": "domestic", "clause": "Art. 14", "targetScopes": [ "domestic_operators" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "建立稀土产品追溯信息系统，加强对稀土产品全过程追溯管理", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [ "cross_cutting" ], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "scheduled", "date": "2024-06-29", "sourceId": "src-gov-cn-decree-785", "until": "2024-10-01", "note": "Published 29 June 2024." }, { "status": "in_force", "date": "2024-10-01", "sourceId": "src-gov-cn-decree-785", "until": null, "note": "本条例自2024年10月1日起施行。" } ], "evidence": [ { "sourceId": "src-gov-cn-decree-785", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "Art. 14; Art. 32", "note": null }, { "sourceId": "src-gov-cn-decree-785", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Art. 14; Art. 32", "note": "\"稀土产品全过程追溯管理\": whole-process traceability of rare earth products, which names no single stage." } ], "notes": "Art. 25 sets fines for enterprises that fail to record product flows in the traceability system, exporters included." }, { "id": "ctl-cn-tungsten-2025-export-licensing", "eventId": "evt-cn-tungsten-2025", "measureType": "export_licensing", "direction": "export", "clause": "Item 1", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "钨相关物项：仲钨酸铵、氧化钨、非1C226项下管制的碳化钨；具有所列特性的固态钨；钨镍铁合金或钨镍铜合金；生产1C004、1C117.c、1C117.d项的技术及资料。", "productCodes": [ { "system": "cn_control_number", "code": "1C117.d", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C117.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C004", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1E004", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1E101.b", "role": "legal_scope" }, { "system": "cn_customs", "code": "2841801000", "role": "reference" }, { "system": "cn_customs", "code": "2825901200", "role": "reference" }, { "system": "cn_customs", "code": "2825901910", "role": "reference" }, { "system": "cn_customs", "code": "2825901920", "role": "reference" }, { "system": "cn_customs", "code": "2849902000", "role": "reference" }, { "system": "cn_customs", "code": "8101940001", "role": "reference" }, { "system": "cn_customs", "code": "8101991001", "role": "reference" }, { "system": "cn_customs", "code": "8101999001", "role": "reference" }, { "system": "cn_customs", "code": "7106919001", "role": "reference" }, { "system": "cn_customs", "code": "7106929001", "role": "reference" } ], "controlledItemTypes": [ "goods", "technology" ], "controlledStages": [ "refining", "processing" ], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-02-04", "sourceId": "src-mofcom-10", "until": null, "note": "本公告自发布之日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-10", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "status" ], "evidence": "explicit", "locator": "Preamble; Item 1; closing paragraphs", "note": null }, { "sourceId": "src-mofcom-10", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Preamble; Item 1; closing paragraphs", "note": "Stages read from the item list: ammonium paratungstate and tungsten oxide sit at refining; carbide, solid tungsten, tungsten-nickel alloys and the technology for producing 1C004 and 1C117 items at processing. The announcement names items, not stages." } ], "notes": "The control numbers are the entries of China's dual-use export control list, which the announcement updates; the customs codes are printed for reference." }, { "id": "ctl-cn-tungsten-2025-other-metals-licensing", "eventId": "evt-cn-tungsten-2025", "measureType": "export_licensing", "direction": "export", "clause": "Items 2–5", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "碲 (tellurium)", "铋 (bismuth)", "钼 (molybdenum)", "铟 (indium)" ], "productScopeAsStated": "碲相关物项；铋相关物项；钼相关物项；铟相关物项（含生产技术及资料）。", "productCodes": [ { "system": "cn_control_number", "code": "6C002.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6C002.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6E002", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6C001.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6C001.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6C001.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6C001.d", "role": "legal_scope" }, { "system": "cn_control_number", "code": "6E001", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1C117.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "1E101.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C004.a", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C004.b", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3C004.c", "role": "legal_scope" }, { "system": "cn_control_number", "code": "3E004", "role": "legal_scope" } ], "controlledItemTypes": [ "goods", "technology" ], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020", "evt-cn-decree-792-2024" ], "legalBasisAsStated": "《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-02-04", "sourceId": "src-mofcom-10", "until": null, "note": "本公告自发布之日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-10", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "legal_basis", "status" ], "evidence": "explicit", "locator": "Items 2–5", "note": null }, { "sourceId": "src-mofcom-10", "supports": [ "item_scope" ], "evidence": "explicit", "locator": "Items 2–5", "note": "Tellurium, bismuth, molybdenum and indium items, with production technology and data. These metals are outside the tracked set, so no stage is coded." } ], "notes": "The same announcement's controls on four untracked metals, recorded so the measure is complete. Customs reference codes for these items are not transcribed." }, { "id": "ctl-cn-us-2024-gallium-germanium-antimony-denial", "eventId": "evt-cn-us-ban-2024", "measureType": "export_prohibition", "direction": "export", "clause": "Item 2, first limb", "targetScopes": [ "named_jurisdictions" ], "targetJurisdictions": [ "US" ], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "gallium", "germanium", "antimony" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "超硬材料 (superhard materials)" ], "productScopeAsStated": "原则上不予许可镓、锗、锑、超硬材料相关两用物项对美国出口", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》等法律法规", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2024-12-03", "sourceId": "src-mofcom-46", "until": null, "note": "本公告自公布之日起正式实施。" }, { "status": "suspended", "date": "2025-11-09", "sourceId": "src-mofcom-72", "until": "2026-11-27", "note": "自即日起至2026年11月27日，商务部公告2024年第46号第二款暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-46", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Item 2", "note": null }, { "sourceId": "src-mofcom-72", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "\"In principle not licensed\" (原则上不予许可): a presumption of denial, coded as a prohibition because licences are not expected to issue. Item 2 also warns that any organisation or individual anywhere that transfers China-origin items to the United States in breach will be held liable; that sentence is not coded as a separate clause." }, { "id": "ctl-cn-us-2024-graphite-end-use-review", "eventId": "evt-cn-us-ban-2024", "measureType": "end_use_restriction", "direction": "export", "clause": "Item 2, second limb", "targetScopes": [ "named_jurisdictions" ], "targetJurisdictions": [ "US" ], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "对石墨两用物项对美国出口，实施更严格的最终用户和最终用途审查", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》等法律法规", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2024-12-03", "sourceId": "src-mofcom-46", "until": null, "note": "本公告自公布之日起正式实施。" }, { "status": "suspended", "date": "2025-11-09", "sourceId": "src-mofcom-72", "until": "2026-11-27", "note": "自即日起至2026年11月27日，商务部公告2024年第46号第二款暂停实施。" } ], "evidence": [ { "sourceId": "src-mofcom-46", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Item 2", "note": null }, { "sourceId": "src-mofcom-72", "supports": [ "status" ], "evidence": "explicit", "locator": "Operative sentence", "note": null } ], "notes": "Stricter end-user and end-use review, not a prohibition." }, { "id": "ctl-cn-us-2024-military-end-use-ban", "eventId": "evt-cn-us-ban-2024", "measureType": "export_prohibition", "direction": "export", "clause": "Item 1", "targetScopes": [ "named_jurisdictions", "end_users", "end_uses" ], "targetJurisdictions": [ "US" ], "targetEntities": [], "targetEndUsersAsStated": [ "美国军事用户 (US military users)" ], "targetEndUsesAsStated": [ "军事用途 (military uses)" ], "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "productScopeAsStated": "两用物项 (dual-use items)", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [ "evt-cn-ecl-2020" ], "legalBasisAsStated": "《中华人民共和国出口管制法》等法律法规", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2024-12-03", "sourceId": "src-mofcom-46", "until": null, "note": "本公告自公布之日起正式实施。" } ], "evidence": [ { "sourceId": "src-mofcom-46", "supports": [ "measure_type", "direction", "clause", "targets", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Item 1; final paragraph", "note": null } ], "notes": "Covers all dual-use items, not a named material, so no material is attributed. Announcement No. 72 of 2025 suspended Item 2 only; this clause was not suspended." }, { "id": "ctl-us-aam-2025-antidumping-investigation", "eventId": "evt-us-aam-adcvd-2025", "measureType": "trade_investigation", "direction": "import", "clause": "Investigation No. 731-TA-1730", "targetScopes": [ "named_jurisdictions" ], "targetJurisdictions": [ "CN" ], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "active anode material, which is an anode grade graphite material with a graphite minimum purity content of 90 percent carbon by weight, whether containing synthetic graphite, natural graphite, or a blend of synthetic and natural graphite; with or without coating", "productCodes": [ { "system": "us_hts", "code": "2504.10.5000", "role": "reference" }, { "system": "us_hts", "code": "3801.10.5000", "role": "reference" }, { "system": "us_hts", "code": "2504.10.1000", "role": "reference" }, { "system": "us_hts", "code": "3801.90.0000", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "processing" ], "legalBasisEventIds": [], "legalBasisAsStated": "Tariff Act of 1930, section 735(b) (19 U.S.C. 1673d(b)), under which the Commission made its final determination", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "investigation", "date": "2025-01-07", "sourceId": "src-fedreg-aam-ad-initiation-2025", "until": null, "note": "Commerce initiation, applicable 7 January 2025, on a petition received 18 December 2024." }, { "status": "concluded", "date": "2026-03-31", "sourceId": "src-fedreg-itc-aam-final-2026", "until": null, "note": "The ITC determined that the establishment of a US industry is not materially retarded by reason of the subject imports (one commissioner dissenting); no order follows from this record." } ], "evidence": [ { "sourceId": "src-fedreg-aam-ad-initiation-2025", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "status" ], "evidence": "explicit", "locator": "Dates; scope appendix", "note": null }, { "sourceId": "src-fedreg-itc-aam-final-2026", "supports": [ "clause", "legal_basis", "status" ], "evidence": "explicit", "locator": "Determinations; final paragraph", "note": null }, { "sourceId": "src-fedreg-aam-ad-initiation-2025", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Dates; scope appendix", "note": "Active anode material, \"an anode grade graphite material\", read as a processed graphite product; the scope names no stage." } ], "notes": "Commerce's preliminary and final determinations were affirmative; the provisional measures that followed them are not coded as separate clauses. The HTSUS subheadings are \"provided for convenience and customs purposes only\"; the written scope is dispositive." }, { "id": "ctl-us-aam-2025-countervailing-investigation", "eventId": "evt-us-aam-adcvd-2025", "measureType": "trade_investigation", "direction": "import", "clause": "Investigation No. 701-TA-752", "targetScopes": [ "named_jurisdictions" ], "targetJurisdictions": [ "CN" ], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "active anode material, which is an anode grade graphite material with a graphite minimum purity content of 90 percent carbon by weight, whether containing synthetic graphite, natural graphite, or a blend of synthetic and natural graphite; with or without coating", "productCodes": [ { "system": "us_hts", "code": "2504.10.5000", "role": "reference" }, { "system": "us_hts", "code": "3801.10.5000", "role": "reference" }, { "system": "us_hts", "code": "2504.10.1000", "role": "reference" }, { "system": "us_hts", "code": "3801.90.0000", "role": "reference" } ], "controlledItemTypes": [ "goods" ], "controlledStages": [ "processing" ], "legalBasisEventIds": [], "legalBasisAsStated": "Tariff Act of 1930, section 705(b) (19 U.S.C. 1671d(b)), under which the Commission made its final determination", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "investigation", "date": "2025-01-07", "sourceId": "src-fedreg-aam-cvd-initiation-2025", "until": null, "note": "Commerce initiation, applicable 7 January 2025, on a petition received 18 December 2024." }, { "status": "concluded", "date": "2026-03-31", "sourceId": "src-fedreg-itc-aam-final-2026", "until": null, "note": "The ITC determined that the establishment of a US industry is not materially retarded by reason of the subject imports (one commissioner dissenting); no order follows from this record." } ], "evidence": [ { "sourceId": "src-fedreg-aam-cvd-initiation-2025", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "product_codes", "status" ], "evidence": "explicit", "locator": "Dates; scope appendix", "note": null }, { "sourceId": "src-fedreg-itc-aam-final-2026", "supports": [ "clause", "legal_basis", "status" ], "evidence": "explicit", "locator": "Determinations; final paragraph", "note": null }, { "sourceId": "src-fedreg-aam-cvd-initiation-2025", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Dates; scope appendix", "note": "Active anode material, \"an anode grade graphite material\", read as a processed graphite product; the scope names no stage." } ], "notes": "Commerce's preliminary and final determinations were affirmative; the provisional measures that followed them are not coded as separate clauses. The HTSUS subheadings are \"provided for convenience and customs purposes only\"; the written scope is dispositive." }, { "id": "ctl-us-chips-usar-2026-covenants", "eventId": "evt-us-chips-usar-2026", "measureType": "contractual_ownership_covenant", "direction": "inbound_investment", "clause": "Funding Agreements, covenants (iv) and (xi)", "targetScopes": [ "end_users" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [ "foreign countries and entities of concern" ], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium", "ndfeb-magnets" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "hafnium", "zirconium" ], "productScopeAsStated": "restrictions on joint research and transactions with foreign countries and entities of concern; ... restrictions on mergers, dispositions, and change of control transactions without consent of the DOC", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": "Direct Funding Agreement and Loan Guarantee Agreement under the CHIPS Act of 2022", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2026-06-03", "sourceId": "src-usar-8k-2026-06-03", "until": null, "note": "Covenants of the Funding Agreements entered into on 3 June 2026; the filing does not state their duration." } ], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Item 1.01, Representations, Warranties and Covenants", "note": null } ], "notes": "Contractual conditions attached to public money, recorded as a control in the same way as the DoD–MP ownership covenants: a restriction on dealings with foreign entities of concern and on changes of control without the Department of Commerce's consent. It binds the company, not third parties." }, { "id": "ctl-us-dod-mp-2025-ownership-covenants", "eventId": "evt-us-dod-mp-2025", "measureType": "contractual_ownership_covenant", "direction": "inbound_investment", "clause": "Transaction Agreement, Specified Period covenants", "targetScopes": [ "named_entities" ], "targetJurisdictions": [], "targetEntities": [ "MP Materials Corp." ], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "Without DoD's consent the Company may not consummate a Fundamental Event (a sale of 15% or more of its voting stock, or of material equity or assets of the Project Company) other than to persons from permitted jurisdictions, sell equity or material assets of the Project Company, sell assets or products DoD identifies as a national-security priority, knowingly issue more than 14.9% of its common stock to persons from non-permitted foreign jurisdictions, or consummate a CFIUS-jurisdiction Fundamental Event without CFIUS clearance; it will not nominate non-U.S. citizens to its Board.", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "until": null, "note": "The Transaction Documents were executed on the Effective Date. The covenants run for the Specified Period, while DoD holds more than 75% of its securities, the Offtake Agreement or PPA remains in place, or the Samarium loan is outstanding." } ], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "Item 1.01, Transaction Agreement", "note": null } ], "notes": "A contractual control on ownership and control of a funded company, the ownership side of the DoD package. It binds the company through contract, not through regulation." }, { "id": "ctl-us-dod-mp-2025-restricted-buyers", "eventId": "evt-us-dod-mp-2025", "measureType": "end_use_restriction", "direction": "domestic", "clause": "PPA and Offtake Agreement, Restricted Buyers", "targetScopes": [ "end_users" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [ "certain Restricted Buyers (as defined in the PPA)" ], "targetEndUsesAsStated": [], "materialIds": [ "neodymium", "praseodymium", "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "productScopeAsStated": "NdPr products and magnets from the 10X Facility: \"subject to a prohibition on sales to certain Restricted Buyers\"", "productCodes": [], "controlledItemTypes": [], "controlledStages": [], "legalBasisEventIds": [], "legalBasisAsStated": null, "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "in_force", "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025", "until": null, "note": null } ], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "status" ], "evidence": "explicit", "locator": "Item 1.01, Price Protection Agreement and Offtake Agreement", "note": null } ], "notes": "The filing does not define Restricted Buyers; the definition sits in the PPA, which is not public in the corpus." }, { "id": "ctl-us-eo-14272-2025-section-232-investigation", "eventId": "evt-us-eo-14272-2025", "measureType": "trade_investigation", "direction": "import", "clause": "Sec. 3", "targetScopes": [ "all_jurisdictions" ], "targetJurisdictions": [], "targetEntities": [], "targetEndUsersAsStated": [], "targetEndUsesAsStated": [], "materialIds": [ "rare-earth-elements", "ndfeb-magnets" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "uranium", "every other mineral on the USGS Critical Minerals List" ], "productScopeAsStated": "imports of processed critical minerals and their derivative products", "productCodes": [], "controlledItemTypes": [ "goods" ], "controlledStages": [ "processing" ], "legalBasisEventIds": [], "legalBasisAsStated": "section 232 of the Trade Expansion Act of 1962, as amended, 19 U.S.C. 1862", "modifiesMeasureIds": [], "modifiesExternalInstruments": [], "statusHistory": [ { "status": "investigation", "date": "2025-04-15", "sourceId": "src-fedreg-eo-14272", "until": null, "note": "The order directs the Secretary of Commerce to initiate the investigation." }, { "status": "concluded", "date": "2025-10-24", "sourceId": "src-fedreg-proc-11001", "until": null, "note": "The Secretary transmitted his report to the President on 24 October 2025 (Proclamation 11001, para. 1). The proclamation, signed 14 January 2026, directs negotiations in clauses (1)–(3) and imposes no tariff or quota; it is recorded as an event, not as a control measure, because it restricts nothing." } ], "evidence": [ { "sourceId": "src-fedreg-eo-14272", "supports": [ "measure_type", "direction", "clause", "targets", "materials", "product_scope", "legal_basis", "status" ], "evidence": "explicit", "locator": "Secs. 1–3", "note": null }, { "sourceId": "src-fedreg-proc-11001", "supports": [ "status" ], "evidence": "explicit", "locator": "Para. 1; clauses (1)–(3)", "note": null }, { "sourceId": "src-fedreg-eo-14272", "supports": [ "item_scope" ], "evidence": "ambiguous", "locator": "Secs. 1–3", "note": "\"processed critical minerals\" sit at processing; \"their derivative products\" are not assigned a stage because the order does not say which products they are." } ], "notes": "Sec. 2 defines critical minerals by the USGS list plus uranium, and derivative products to include permanent magnets. Only the materials the order names are attributed." } ], "capitalControlSummary": { "asOf": "2026-11-03", "countingRules": [ "Amounts are never converted between currencies.", "Only rows with valueRole \"commitment\" are summed; envelopes, appropriations and lending authorities are listed, never summed.", "Funding options (valueRole \"funding_option\") are listed, never summed: an executed option is not an exercise. An exercise is recorded as its own commitment drawn from the option.", "A row is not added when a row it is part of or drawn from is counted in the same total.", "If two counted rows in one currency share a descendant, that currency's total is withheld: status \"withheld\", sums null, and the overlapping rows named.", "Private financing, recipient funds, expected co-investment and total project cost are never public support; mixed vehicles are reported apart.", "A non-binding letter of intent or interest that names an amount is an indication (valueRole \"indication\"), not a commitment: it is listed apart, never summed, and never counted as binding, not yet binding or capital.", "Unlike instruments are never added: within each currency, each instrument (grant, loan, equity, loan guarantee, ...) has its own sums, and there is no sum across instruments.", "Rows whose instrument is not specified (\"unspecified\": the sources name none the vocabulary covers) or that combine instruments without a split (\"mixed\") are listed with their own figures and never summed: summed is false and the sums are null.", "Nesting is decided before the split by instrument: a part is left out when a row it belongs to is counted in the same currency, whatever the instruments.", "Sums are kept apart by qualifier: exact, approximately, at least, up to. Within one currency and instrument, figures with the same qualifier are added: the up_to sum is a sum of stated upper bounds, not an amount paid or an exact commitment, and the at_least sum a sum of stated lower bounds. Envelopes, appropriations, lending authorities and unexercised funding options are not part of any sum.", "Binding money (contracted, partially disbursed, disbursed) is summed apart from money not yet binding (announced, authorized, allocated, decided). Binding describes the agreement, not the money: a contracted row is an executed agreement and may leave the provider's obligation of funds and their payment to later steps.", "A commitment whose current status is withdrawn or lapsed is left out of every sum and listed as ended.", "A commitment with an amount whose current status is \"not_stated\" is neither binding nor not yet binding: it is left out of every sum and listed as status not stated, the same rule as an instrument the source does not name.", "Only a row that is itself counted keeps its parts out of a sum: an ended, status-not-stated or amountless package does not hide the parts that are still standing.", "A commitment drawn from a funding option that has ended is not an exercise: it is listed under the option as an ended draw, and only a draw that has not ended reads as an exercise." ], "capital": { "rows": 96, "publicCommitmentTotals": [ { "currency": "AUD", "countedIds": [ "fin-ebrd-2025-sarytogan-equity", "fin-ebrd-2026-sarytogan-topup-equity" ], "nestedIds": [], "status": "summed", "instruments": [ { "instrument": "equity", "countedIds": [ "fin-ebrd-2025-sarytogan-equity", "fin-ebrd-2026-sarytogan-topup-equity" ], "summed": true, "byQualifier": { "exact": "6396581.12" }, "binding": { "exact": "6396581.12" }, "notYetBinding": {} } ], "overlap": null }, { "currency": "CAD", "countedIds": [ "fin-ca-cmrdd-2024-kingston-awards", "fin-ca-cmrdd-2024-noram-lithium", "fin-ca-cmrdd-2024-saltworks-lithium", "fin-ca-feddev-cyclic-2025-contribution", "fin-ca-g7-2025-focus-graphite-gpi", "fin-ca-g7-2025-nmg-canada-growth-fund", "fin-ca-g7-2025-northern-graphite-nrc", "fin-ca-g7-2025-ntwist-nrc-irap", "fin-ca-g7-2025-telescope-lipick", "fin-ca-g7-2025-telescope-lithium-sulphide", "fin-ca-g7-2025-ucore-package", "fin-ca-gpi-cyclic-2026-centre-excellence", "fin-ca-pdac-2026-ggt-eip", "fin-ca-pdac-2026-nb-granitoids-cmgd", "fin-ca-pdac-2026-nb-maritimes-basin-cmgd", "fin-ca-pdac-2026-ns-graphite-cmgd", "fin-ca-pdac-2026-wicheeda-flmf", "fin-jp-jogmec-lofdal-2026-equity" ], "nestedIds": [ "fin-ca-cmrdd-2024-cyclic-materials", "fin-ca-cmrdd-2024-green-graphite", "fin-ca-g7-2025-ucore-feddev", "fin-ca-g7-2025-ucore-nrcan" ], "status": "summed", "instruments": [ { "instrument": "grant", "countedIds": [ "fin-ca-gpi-cyclic-2026-centre-excellence" ], "summed": true, "byQualifier": { "up_to": "9100000" }, "binding": {}, "notYetBinding": { "up_to": "9100000" } }, { "instrument": "equity", "countedIds": [ "fin-ca-g7-2025-nmg-canada-growth-fund", "fin-jp-jogmec-lofdal-2026-equity" ], "summed": true, "byQualifier": { "at_least": "35000000", "up_to": "47668000" }, "binding": { "at_least": "35000000", "up_to": "47668000" }, "notYetBinding": {} }, { "instrument": "unspecified", "countedIds": [ "fin-ca-cmrdd-2024-kingston-awards", "fin-ca-cmrdd-2024-noram-lithium", "fin-ca-cmrdd-2024-saltworks-lithium", "fin-ca-feddev-cyclic-2025-contribution", "fin-ca-g7-2025-focus-graphite-gpi", "fin-ca-g7-2025-northern-graphite-nrc", "fin-ca-g7-2025-ntwist-nrc-irap", "fin-ca-g7-2025-telescope-lipick", "fin-ca-g7-2025-telescope-lithium-sulphide", "fin-ca-g7-2025-ucore-package", "fin-ca-pdac-2026-ggt-eip", "fin-ca-pdac-2026-nb-granitoids-cmgd", "fin-ca-pdac-2026-nb-maritimes-basin-cmgd", "fin-ca-pdac-2026-ns-graphite-cmgd", "fin-ca-pdac-2026-wicheeda-flmf" ], "summed": false, "reason": "instrument_not_stated", "byQualifier": null, "binding": null, "notYetBinding": null } ], "overlap": null }, { "currency": "EUR", "countedIds": [ "fin-eu-eib-2024-keliber-loan", "fin-eu-eib-2025-up-catalyst-loan", "fin-eu-jtf-2025-neo-magnet-project" ], "nestedIds": [], "status": "summed", "instruments": [ { "instrument": "grant", "countedIds": [ "fin-eu-jtf-2025-neo-magnet-project" ], "summed": true, "byQualifier": { "approximately": "14800000" }, "binding": { "approximately": "14800000" }, "notYetBinding": {} }, { "instrument": "loan", "countedIds": [ "fin-eu-eib-2024-keliber-loan", "fin-eu-eib-2025-up-catalyst-loan" ], "summed": true, "byQualifier": { "exact": "168000000" }, "binding": { "exact": "168000000" }, "notYetBinding": {} } ], "overlap": null }, { "currency": "GBP", "countedIds": [ "fin-uk-nwf-2026-tungsten-west-package" ], "nestedIds": [ "fin-uk-nwf-2026-tungsten-west-equity", "fin-uk-nwf-2026-tungsten-west-lending" ], "status": "summed", "instruments": [ { "instrument": "mixed", "countedIds": [ "fin-uk-nwf-2026-tungsten-west-package" ], "summed": false, "reason": "several_instruments", "byQualifier": null, "binding": null, "notYetBinding": null } ], "overlap": null }, { "currency": "JPY", "countedIds": [ "fin-jp-jogmec-almt-tungsten-grant", "fin-jp-jogmec-japan-new-metals-tungsten-grant", "fin-jp-jogmec-santoku-rare-earth-grant", "fin-jp-jogmec-shin-etsu-rare-earth-grant" ], "nestedIds": [], "status": "summed", "instruments": [ { "instrument": "grant", "countedIds": [ "fin-jp-jogmec-almt-tungsten-grant", "fin-jp-jogmec-japan-new-metals-tungsten-grant", "fin-jp-jogmec-santoku-rare-earth-grant", "fin-jp-jogmec-shin-etsu-rare-earth-grant" ], "summed": true, "byQualifier": { "approximately": "27800000000" }, "binding": {}, "notYetBinding": { "approximately": "27800000000" } } ], "overlap": null }, { "currency": "USD", "countedIds": [ "fin-au-alcoa-sojitz-gallium-2025-equity", "fin-au-arafura-nolans-2025-equity", "fin-ca-cgf-cyclic-2026-equity", "fin-us-army-perpetua-antimony-otia", "fin-us-chips-usar-2026-direct-funding", "fin-us-chips-usar-2026-loan-guarantee", "fin-us-dod-5n-germanium-2024", "fin-us-dod-mp-2025-preferred-equity", "fin-us-dod-mp-2025-samarium-loan", "fin-us-dod-perpetua-stibnite-dpa", "fin-us-doe-rhyolite-ridge-guarantee-2025", "fin-us-doe-thacker-pass-atvm-2024", "fin-us-dow-5n-germanium-2025", "fin-us-dow-arr-antimony-2025", "fin-us-dow-usac-antimony-2026", "fin-us-exim-perpetua-stibnite-2026", "fin-us-osc-vulcan-reelement-2025-joint-commitment" ], "nestedIds": [ "fin-us-chips-usar-2026-magnet-project-2-direct-funding", "fin-us-chips-usar-2026-magnet-project-2-loan-guarantee", "fin-us-chips-usar-2026-metal-project-2-direct-funding", "fin-us-chips-usar-2026-metal-project-2-loan-guarantee", "fin-us-chips-usar-2026-round-top-direct-funding", "fin-us-chips-usar-2026-round-top-loan-guarantee", "fin-us-chips-usar-2026-stillwater-magnet-direct-funding", "fin-us-chips-usar-2026-stillwater-magnet-loan-guarantee", "fin-us-chips-usar-2026-stillwater-metal-direct-funding", "fin-us-chips-usar-2026-stillwater-metal-loan-guarantee", "fin-us-dow-usac-antimony-2026-alaska", "fin-us-dow-usac-antimony-2026-thompson-falls", "fin-us-osc-vulcan-reelement-2025-reelement-loan", "fin-us-osc-vulcan-reelement-2025-vulcan-elements-loan" ], "status": "summed", "instruments": [ { "instrument": "grant", "countedIds": [ "fin-us-army-perpetua-antimony-otia", "fin-us-dod-5n-germanium-2024", "fin-us-dod-perpetua-stibnite-dpa", "fin-us-dow-5n-germanium-2025", "fin-us-dow-arr-antimony-2025", "fin-us-dow-usac-antimony-2026" ], "summed": true, "byQualifier": { "approximately": "27100000", "exact": "102900000", "up_to": "59200000" }, "binding": { "approximately": "27100000", "exact": "84800000", "up_to": "59200000" }, "notYetBinding": { "exact": "18100000" }, "amountBasis": [ { "commitmentId": "fin-us-dod-5n-germanium-2024", "label": "Announced", "note": "Announced amount (DoD release, 16 April 2024). It is unreconciled with the $12,458,128 federal obligation reported in the federal award record and with the $2,505,981 non-federal funding reported there. No amount paid is recorded; some payment is reported in federal-reporting data only." } ] }, { "instrument": "loan", "countedIds": [ "fin-us-dod-mp-2025-samarium-loan", "fin-us-doe-thacker-pass-atvm-2024", "fin-us-exim-perpetua-stibnite-2026", "fin-us-osc-vulcan-reelement-2025-joint-commitment" ], "summed": true, "byQualifier": { "exact": "3756000000", "approximately": "2230000000" }, "binding": { "exact": "150000000", "approximately": "2230000000" }, "notYetBinding": { "exact": "3606000000" } }, { "instrument": "loan_guarantee", "countedIds": [ "fin-us-chips-usar-2026-loan-guarantee", "fin-us-doe-rhyolite-ridge-guarantee-2025" ], "summed": true, "byQualifier": { "up_to": "1300000000", "exact": "996000000" }, "binding": { "up_to": "1300000000", "exact": "996000000" }, "notYetBinding": {} }, { "instrument": "equity", "countedIds": [ "fin-au-alcoa-sojitz-gallium-2025-equity", "fin-au-arafura-nolans-2025-equity", "fin-ca-cgf-cyclic-2026-equity", "fin-us-dod-mp-2025-preferred-equity" ], "summed": true, "byQualifier": { "up_to": "200000000", "exact": "525000000" }, "binding": { "exact": "525000000" }, "notYetBinding": { "up_to": "200000000" } }, { "instrument": "unspecified", "countedIds": [ "fin-us-chips-usar-2026-direct-funding" ], "summed": false, "reason": "instrument_not_stated", "byQualifier": null, "binding": null, "notYetBinding": null } ], "overlap": null } ], "publicCommitmentsWithoutAmount": [ "fin-au-alcoa-sojitz-gallium-2025-offtake-right", "fin-au-cmpti-2025-production-tax-offset", "fin-ca-g7-2025-nmg-offtake", "fin-uk-nwf-2026-tungsten-procurement-right", "fin-us-alcoa-sojitz-gallium-2025-equity", "fin-us-dod-mp-2025-magnet-offtake", "fin-us-dod-mp-2025-price-floor" ], "publicCommitmentsEnded": [], "publicCommitmentsStatusNotStated": [], "publicCapitalSources": [ "public", "public_enterprise" ], "envelopesListedNotSummed": [ { "id": "fin-au-cmf-2026-expanded-facility", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "5000000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "the expanded $5 billion Critical Minerals Facility", "currencyBasis": "issuer_context" } }, { "id": "fin-au-cmsr-2026-reserve", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1200000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "$1.2 billion Critical Minerals Strategic Reserve", "currencyBasis": "issuer_context" } }, { "id": "fin-au-cmsr-2026-stockpiling-allocation", "valueRole": "budget_appropriation", "capitalSource": "public", "amount": { "value": "185000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "A further $185 million has been allocated for selective stockpiling of minerals, where required, and other implementation costs.", "currencyBasis": "issuer_context" } }, { "id": "fin-au-cmsr-2026-transactions", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1000000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "The Reserve includes $1 billion for transactions to be drawn from the expanded $5 billion Critical Minerals Facility", "currencyBasis": "issuer_context" } }, { "id": "fin-ca-cms-2022-budget-envelope", "valueRole": "budget_appropriation", "capitalSource": "public", "amount": { "value": "3800000000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "backed by up to $3.8 billion in federal funding allocated in Budget 2022", "currencyBasis": "issuer_context" } }, { "id": "fin-eu-resourceeu-2025-eu-funds", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "3000000000", "currency": "EUR", "qualifier": "exact", "amountAsStated": "the EU should mobilise EUR 3 billion of EU funds within the next 12 months in direct support of the CRM value chain", "currencyBasis": "stated" } }, { "id": "fin-in-ncmm-2025-government-expenditure", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "163000000000", "currency": "INR", "qualifier": "exact", "amountAsStated": "an expenditure of Rs.16,300 crore", "currencyBasis": "stated" } }, { "id": "fin-uk-cms-2025-critical-mineral-fund", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "50000000", "currency": "GBP", "qualifier": "up_to", "amountAsStated": "funding of up to £50 million will be made available by DBT to support critical mineral projects", "currencyBasis": "stated" } }, { "id": "fin-us-au-framework-2025-au-financing", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1000000000", "currency": "USD", "qualifier": "at_least", "amountAsStated": "the US and Australia will take measures to each provide at least USD$1 billion in investments", "currencyBasis": "stated" } }, { "id": "fin-us-au-framework-2025-us-financing", "valueRole": "program_envelope", "capitalSource": "public", "amount": { "value": "1000000000", "currency": "USD", "qualifier": "at_least", "amountAsStated": "the US and Australia will take measures to each provide at least USD$1 billion in investments", "currencyBasis": "stated" } }, { "id": "fin-us-osc-obbba-2025-credit-subsidy", "valueRole": "budget_appropriation", "capitalSource": "public", "amount": { "value": "500000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "$500 million of credit subsidy funding", "currencyBasis": "issuer_context" } }, { "id": "fin-us-osc-obbba-2025-lending-authority", "valueRole": "lending_authority", "capitalSource": "public", "amount": { "value": "100000000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "creating up to $100 billion in available loan funds specifically for critical minerals production and related industries and projects", "currencyBasis": "issuer_context" } } ], "indicationsListedNotSummed": [ { "id": "fin-ca-g7-2025-nmg-edc-letter-of-interest", "valueRole": "indication", "capitalSource": "public_enterprise", "amount": { "value": "430000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a letter of interest for up to US$430 million from Export Development Canada", "currencyBasis": "stated" } }, { "id": "fin-ca-g7-2025-vianode-edc-letter-of-interest", "valueRole": "indication", "capitalSource": "public_enterprise", "amount": { "value": "500000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a letter of interest for up to US$500 million in potential financing from Export Development Canada", "currencyBasis": "stated" } }, { "id": "fin-ca-trail-cgf-2026-indication", "valueRole": "indication", "capitalSource": "public_enterprise", "amount": { "value": "400000000", "currency": "CAD", "qualifier": "up_to", "amountAsStated": "up to $400 million", "currencyBasis": "issuer_context" } }, { "id": "fin-de-g7-2025-vianode-export-credit-guarantee", "valueRole": "indication", "capitalSource": "public", "amount": { "value": "300000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a letter of interest from the German government for the potential support of the project with an export credit guarantee amount of up to US$300 million", "currencyBasis": "stated" } }, { "id": "fin-us-commerce-chips-vulcan-2025-incentives", "valueRole": "indication", "capitalSource": "public", "amount": { "value": "50000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "a preliminary non-binding letter of intent to provide $50 million in proposed federal incentives under the CHIPS and Science Act", "currencyBasis": "issuer_context" } } ], "fundingOptionsListedNotSummed": [ { "id": "fin-us-dod-mp-2025-additional-preferred-option", "valueRole": "funding_option", "capitalSource": "public", "amount": { "value": "350000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "a commitment for up to $350 million in additional funding in the form of additional Series A Preferred Stock", "currencyBasis": "issuer_context" }, "agreementExecuted": { "date": "2025-07-09", "sourceId": "src-dod-mp-transaction-agreement-2025" }, "exercisesRecorded": [], "exercisesEnded": [], "disbursementsRecorded": [] } ], "keptApartFromPublicSupport": [ { "id": "fin-in-ncmm-2025-psu-investment", "valueRole": "expected_co_investment", "capitalSource": "public_enterprise", "amount": { "value": "180000000000", "currency": "INR", "qualifier": "exact", "amountAsStated": "expected investment of Rs.18,000 crore by PSUs, etc.", "currencyBasis": "stated" } }, { "id": "fin-us-au-framework-2025-project-pipeline", "valueRole": "total_project_cost", "capitalSource": "not_stated", "amount": { "value": "8500000000", "currency": "USD", "qualifier": "exact", "amountAsStated": "an USD$8.5 billion pipeline of priority critical minerals projects in Australia and the United States", "currencyBasis": "stated" } }, { "id": "fin-us-dod-mp-2025-bank-financing", "valueRole": "private_financing", "capitalSource": "private", "amount": { "value": "1000000000", "currency": "USD", "qualifier": "at_least", "amountAsStated": "committed secured financing ... in an amount equal to, in the aggregate, at least $1,000,000,000 (the \"10X Facility Funding\")", "currencyBasis": "issuer_context" } }, { "id": "fin-us-dod-mp-2025-company-cash", "valueRole": "recipient_own_funds", "capitalSource": "private", "amount": { "value": "600000000", "currency": "USD", "qualifier": "up_to", "amountAsStated": "The Company has also agreed to use up to $600,000,000 of its existing cash to fund the above projects.", "currencyBasis": "issuer_context" } }, { "id": "fin-jp-jare-lynas-2023-equity", "valueRole": "commitment", "capitalSource": "mixed_vehicle", "amount": { "value": "200000000", "currency": "AUD", "qualifier": "exact", "amountAsStated": "an additional AUD 200million worth investment in the equity of Lynas Rare Earths Limited", "currencyBasis": "stated" } }, { "id": "fin-jp-jare-lynas-2023-hre-offtake", "valueRole": "commitment", "capitalSource": "not_stated", "amount": null } ], "byActor": { "australia": 9, "canada": 27, "eu": 4, "india": 2, "japan": 7, "not_government": 6, "uk": 5, "us": 36 }, "byInstrument": { "equity": 12, "grant": 16, "loan": 12, "loan_guarantee": 8, "mixed": 5, "offtake": 4, "price_floor": 1, "procurement_right": 1, "stockpile_purchase": 1, "tax_credit": 1, "unspecified": 35 }, "byValueRole": { "budget_appropriation": 3, "commitment": 74, "expected_co_investment": 1, "funding_option": 1, "indication": 5, "lending_authority": 1, "private_financing": 1, "program_envelope": 8, "recipient_own_funds": 1, "total_project_cost": 1 }, "byCurrentFinancialStatus": { "allocated": 1, "announced": 30, "authorized": 4, "contracted": 28, "decided": 17, "disbursed": 7, "lapsed": 1, "not_stated": 1, "partially_disbursed": 7 }, "byStage": { "component_manufacturing": 12, "exploration": 6, "mining": 24, "processing": 37, "recycling": 10, "refining": 21, "research_development": 6, "separation": 10, "stockpiling": 2 } }, "controls": { "rows": 45, "byStatusAsOf": { "announced": 1, "concluded": 3, "in_force": 21, "suspended": 20 }, "byIssuer": { "canada": 3, "china": 36, "us": 6 }, "byMeasureType": { "contractual_ownership_covenant": 2, "customs_enforcement": 5, "decontrol": 1, "domestic_production_control": 4, "end_use_restriction": 7, "export_licensing": 14, "export_prohibition": 2, "extraterritorial_licensing": 3, "investment_divestiture": 3, "suspension": 1, "trade_investigation": 3 }, "byDirection": { "domestic": 5, "export": 26, "import": 3, "inbound_investment": 5, "re_export": 6 }, "clocks": [ { "id": "ctl-cn-56-2025-customs-declaration", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-56-2025-equipment-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-56-2025-raw-materials-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-57-2025-customs-declaration", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-57-2025-export-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-58-2025-battery-cathode-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-58-2025-customs-declaration", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-58-2025-graphite-anode-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-62-2025-knowledge-catch-all", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-62-2025-overseas-support-ban", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-62-2025-production-line-technology-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-62-2025-technology-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-10-advanced-chip-ai-review", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-10-de-minimis-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-10-foreign-direct-product-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-10-military-listed-end-users", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-10-origin-reexport-licensing", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-10-prohibited-end-uses", "status": "suspended", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-ree-2025-11-suspension", "status": "in_force", "until": "2026-11-10", "daysFromAsOf": 7 }, { "id": "ctl-cn-us-2024-gallium-germanium-antimony-denial", "status": "suspended", "until": "2026-11-27", "daysFromAsOf": 24 }, { "id": "ctl-cn-us-2024-graphite-end-use-review", "status": "suspended", "until": "2026-11-27", "daysFromAsOf": 24 } ] } }, "organizations": [ { "id": "org-5n-plus", "name": "5N Plus Inc.", "nameOriginal": null, "aliases": [ "5N+" ], "kind": "company", "countryCode": "CA", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-5n-germanium-2026", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Opening paragraph", "note": "The company release identifies 5N Plus Inc. as a Canadian issuer headquartered in Montréal, Québec." } ], "notes": "Parent company of the St. George operation; corporate-subsidiary ownership is not encoded by the current organization relationship vocabulary." }, { "id": "org-5n-plus-semiconductors", "name": "5N Plus Semiconductors LLC", "nameOriginal": null, "aliases": [ "5N+ Semiconductors", "5N Semi" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-dod-5n-germanium-2024", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Opening paragraphs and St. George technical-effort paragraph", "note": "DoD names 5N+ Semiconductors and places the technical work at its St. George, Utah facility." } ], "notes": "U.S. operating subsidiary associated with the St. George semiconductor facility." }, { "id": "org-abenojar-tungsten", "name": "ABENÓJAR TUNGSTEN S.A.", "nameOriginal": null, "aliases": [ "ABENÓJAR TUNGSTEN S.L.", "Abenojar Tungsten S.L." ], "kind": "company", "countryCode": "ES", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 27", "note": "Named as a project promoter to which the decision is addressed, as ABENÓJAR TUNGSTEN S.L.; the country is read from the promoter's address." }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 5", "note": "Named as a project promoter to which the decision is addressed, as ABENÓJAR TUNGSTEN S.A.; the country is read from the promoter's address (\"Calle Ayala nº 10, 4º Izquierda, Madris, Spain\" [sic])." }, { "sourceId": "src-borme-c-2025-4584", "supports": [ "name" ], "evidence": "explicit", "locator": "Sección segunda, Transformación de empresas", "note": "The partners of Abenojar Tungsten, S.L. approved its transformation into a sociedad anónima on 30 July 2025, keeping its legal personality, under the name \"Abenojar Tungsten, S.A.\"." } ], "notes": "One legal person. The shareholders approved its transformation from S.L. into S.A. at a universal meeting on 30 July 2025, keeping its legal personality (BORME-C-2025-4584, published 1 August 2025). The Commission's October 2026 Decision names it as S.A. The date the transformation was registered or took legal effect is not stated in the notice and has not been established." }, { "id": "org-alaska-range-resources", "name": "Alaska Range Resources, LLC", "nameOriginal": null, "aliases": [ "ARR" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nova-arr-h1-2026", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "U.S. Department of War Grant section", "note": "Nova describes Alaska Range Resources as its 100%-owned U.S. subsidiary." } ], "notes": "Wholly owned U.S. subsidiary of Nova Minerals Limited; the current organization schema does not encode corporate-subsidiary ownership." }, { "id": "org-alkeemia", "name": "Alkeemia S.p.A.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "IT", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 4", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Via della Chimica, 5, 30175 Porto Marghera (VE), Italy\")." } ], "notes": null }, { "id": "org-allied-material", "name": "Allied Material Corporation", "nameOriginal": "株式会社アライドマテリアル", "aliases": [], "kind": "company", "countryCode": "JP", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Section 4, 認定供給確保計画", "note": "Named as the certified business in its Japanese form only." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "country" ], "evidence": "ambiguous", "locator": "Section 4", "note": "A 株式会社 (kabushiki kaisha) certified under Japan's Economic Security Promotion Act; the list gives no address." } ], "notes": "The English name is this project's rendering; the METI and JOGMEC lists give only the Japanese name." }, { "id": "org-amg-lithium", "name": "AMG Lithium GmbH", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "DE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 17", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Industriepark Höchst Gebäude B852, 65926 Frankfurt, Germany\")." } ], "notes": null }, { "id": "org-arafura-rare-earths", "name": "Arafura Rare Earths Limited", "nameOriginal": null, "aliases": [ "Arafura", "Arafura Rare Earths" ], "kind": "company", "countryCode": "AU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-arafura-nolans-efa-subscription-2026", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "ASX announcement cover and Overview, page 1; Arafura Rare Earths Limited, registered in Australia; address in Perth, Western Australia", "note": "The company issues ordinary shares to EFA and KfW under separate binding subscription agreements; receiving equity is not equivalent to a project itself being a legal share issuer." } ], "notes": "ASX-listed corporate issuer of shares under the 1 April 2026 binding Export Finance Australia US$100M subscription. The investment finances Nolans development; share issuance remains subject to closing conditions. Not an assertion of disbursement." }, { "id": "org-au-disr", "name": "Department of Industry, Science and Resources", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "AU", "actor": "australia", "parents": [], "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Masthead; paragraph on future transactions", "note": "\"Future transactions under the Reserve will be led out of the Department of Industry, Science and Resources\"" } ], "notes": null }, { "id": "org-au-government", "name": "Australian Government", "nameOriginal": null, "aliases": [ "Commonwealth of Australia" ], "kind": "government", "countryCode": "AU", "actor": "australia", "parents": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Paragraphs on the two priority projects", "note": null }, { "sourceId": "src-legislation-au-cmpti-2025", "supports": [ "name" ], "evidence": "explicit", "locator": "Title page", "note": "The Act is an Act of the Commonwealth of Australia; the tax offset is paid by the Commonwealth." } ], "notes": null }, { "id": "org-back-to-battery", "name": "Back to Battery B.V.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "NL", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 38", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Mezenlaan 75, 2566ZE, Delft, Netherlands\")." } ], "notes": null }, { "id": "org-ca-canada-growth-fund", "name": "Canada Growth Fund", "nameOriginal": null, "aliases": [], "kind": "public_financier", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "ambiguous", "locator": "Nouveau Monde Graphite paragraph; Rio Tinto paragraph", "note": "Named as the source of investments and an \"equity-like royalty investment\" in a Government of Canada announcement; the backgrounder does not describe its ownership." } ], "notes": null }, { "id": "org-ca-edc", "name": "Export Development Canada", "nameOriginal": null, "aliases": [ "EDC" ], "kind": "public_financier", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Nouveau Monde Graphite and Vianode paragraphs; UK Export Finance paragraph", "note": "Issues letters of interest for project financing and is named as UK Export Finance's \"Canadian counterpart\", i.e. Canada's export-credit agency." } ], "notes": null }, { "id": "org-ca-feddev-ontario", "name": "Federal Economic Development Agency for Southern Ontario", "nameOriginal": null, "aliases": [ "FedDev Ontario" ], "kind": "government", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Ucore paragraph", "note": null } ], "notes": null }, { "id": "org-ca-government", "name": "Government of Canada", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-cms-2022", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Opening paragraph", "note": null } ], "notes": null }, { "id": "org-ca-nb-geological-survey", "name": "New Brunswick Geological Survey", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative entries", "note": "A provincial body: its actor is Canada, the tracked government it sits within." } ], "notes": null }, { "id": "org-ca-nrc", "name": "National Research Council of Canada", "nameOriginal": null, "aliases": [ "NRC" ], "kind": "government", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Research and development projects", "note": null } ], "notes": null }, { "id": "org-ca-nrcan", "name": "Natural Resources Canada", "nameOriginal": null, "aliases": [ "NRCan" ], "kind": "government", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Issuer; third and fourth paragraphs", "note": "\"Natural Resources Canada (NRCan) is providing $4.9 million to Cyclic Materials\"" } ], "notes": null }, { "id": "org-ca-ns-dnr", "name": "Nova Scotia Department of Natural Resources", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "CA", "actor": "canada", "parents": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative entries", "note": "A provincial department: its actor is Canada, the tracked government it sits within." } ], "notes": null }, { "id": "org-caremag", "name": "CAREMAG SAS", "nameOriginal": null, "aliases": [ "Caremag SAS" ], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 7", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-cmk-sro", "name": "CMK s.r.o.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "SK", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 18", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Sandricka 30, 96681 Žarnovica, Slovakia\")." } ], "notes": null }, { "id": "org-critical-circular-industries", "name": "CRITICAL. (owner of Circular Industries)", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "NL", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 43", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Veembroederhof 281, 1019 HD Amsterdam, Netherlands\")." } ], "notes": "Name as stated in the Decision (Article 2, row 43) and the annex: \"CRITICAL. (owner of Circular Industries)\". Neither establishes the corporate identity of Circular Industries or any shareholding in it, so no separate organisation and no parent link are coded." }, { "id": "org-cyclic-materials", "name": "Cyclic Materials Incorporated", "nameOriginal": null, "aliases": [ "Cyclic Materials Inc." ], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Second paragraph; closing quotation attribution", "note": null } ], "notes": "The cited sources do not state where the company is incorporated." }, { "id": "org-cylib-production-i", "name": "cylib Production I GmbH", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "DE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 16", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Philipsstraße 8, 52068 Aachen, Germany\")." } ], "notes": null }, { "id": "org-de-government", "name": "Government of Germany", "nameOriginal": null, "aliases": [ "German government" ], "kind": "government", "countryCode": "DE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Vianode paragraph", "note": "\"a letter of interest from the German government\"; Germany is not a tracked actor, so its money is credited to no actor." } ], "notes": null }, { "id": "org-defense-metals", "name": "Defense Metals Corp.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "First and Last Mile Fund: Wicheeda entry", "note": null } ], "notes": null }, { "id": "org-ebrd", "name": "European Bank for Reconstruction and Development", "nameOriginal": null, "aliases": [ "EBRD" ], "kind": "public_financier", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Section 2.1", "note": "Named as investing equity in Strategic Projects and, with the support of the Commission, launching an equity facility for exploration projects." } ], "notes": "A multilateral development bank, not a tracked government: its money is public but credited to no actor." }, { "id": "org-eco-life-style", "name": "ECO LIFE STYLE S.R.L.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "RO", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 14", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Strada Plevnei no. 42, Dascalu Commune, Ilfov County, Romania\")." } ], "notes": null }, { "id": "org-emme", "name": "ELECTRO MOBILITY MATERIALS EUROPE (EMME)", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 13", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"43 RUE D'ARMAGNAC 33800 BORDEAUX, France\")." } ], "notes": null }, { "id": "org-eu-commission", "name": "European Commission", "nameOriginal": null, "aliases": [ "Commission" ], "kind": "government", "countryCode": null, "actor": "eu", "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "actor" ], "evidence": "explicit", "locator": "Title and signature", "note": "Adopts the decision under Regulation (EU) 2024/1252; signed for the Commission by the Executive Vice-President." } ], "notes": "A supranational body, so no country is recorded; its actor is the EU." }, { "id": "org-eu-eib", "name": "European Investment Bank", "nameOriginal": null, "aliases": [ "EIB" ], "kind": "public_financier", "countryCode": null, "actor": "eu", "parents": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "name", "kind", "actor" ], "evidence": "explicit", "locator": "Section 2.1", "note": "Named as providing financing to Strategic Projects \"via loan agreements\" and as committed to CRM financing \"via loans, venture debt, and private funds\"." } ], "notes": "The EU's bank. The cited source does not state where it is constituted, so no country is recorded." }, { "id": "org-european-bauxites", "name": "European Bauxites", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "GR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 6a", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-evion", "name": "EVION GROUP NL", "nameOriginal": null, "aliases": [ "Evion Group NL" ], "kind": "company", "countryCode": "AU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 7", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-finncobalt", "name": "FinnCobalt Oy", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 19", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Suutarinkatu 9 83500 Outokumpu, Finland\")." } ], "notes": null }, { "id": "org-focus-graphite", "name": "Focus Graphite", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Research and development projects", "note": null } ], "notes": null }, { "id": "org-fortum-battery-recycling", "name": "Fortum Battery Recycling Oy", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 35", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-frontier-rare-earths", "name": "Frontier Rare Earths Limited", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "LU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 13", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-goldman-sachs-bank-usa", "name": "Goldman Sachs Bank USA", "nameOriginal": null, "aliases": [], "kind": "bank", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Item 1.01, overview and Transaction Agreement paragraphs", "note": "Named with JPMorgan as a provider of \"committed secured financing\" for the 10X Facility." } ], "notes": null }, { "id": "org-green-graphite-technologies", "name": "Green Graphite Technologies Inc.", "nameOriginal": null, "aliases": [ "GGT" ], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Second paragraph", "note": null } ], "notes": "The cited sources do not state where the company is incorporated." }, { "id": "org-greenroc", "name": "GreenRoc Strategic Materials Plc", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "GB", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 3", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-hycamite", "name": "Hycamite TCD Technologies Ltd.", "nameOriginal": null, "aliases": [ "Hycamite TCD Technologies Ltd" ], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 16", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-hypromag-gmbh", "name": "HyProMag GmbH", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "DE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 20", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Unterm Wolfsberg 9/9a, 75177 Pforzheim, Germany\")." } ], "notes": null }, { "id": "org-iberian-resources-spain", "name": "Iberian Resources Spain", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "ES", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 30", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-in-government", "name": "Government of India", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "IN", "actor": "india", "parents": [], "evidence": [ { "sourceId": "src-pib-ncmm-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Issuer and opening paragraph", "note": null } ], "notes": null }, { "id": "org-ioneer-ltd", "name": "Ioneer Ltd", "nameOriginal": null, "aliases": [ "ioneer Limited", "Ioneer" ], "kind": "company", "countryCode": "AU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-sec-ioneer-rhyolite-close-2025", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "17 January 2025 company announcement, issuer and parent/developer identification", "note": "The Australian listed issuer is parent developer, not the named direct DOE loan-guarantee borrower." } ], "notes": "ASX INR / NASDAQ IONR Australian-listed project developer. DOE's 2025 closing announcement names its U.S. project subsidiary Ioneer Rhyolite Ridge LLC as direct financing counterparty; parent and recipient must remain separate." }, { "id": "org-ioneer-rhyolite-ridge-llc", "name": "Ioneer Rhyolite Ridge LLC", "nameOriginal": null, "aliases": [ "ioneer Rhyolite Ridge, LLC" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-doe-ioneer-rhyolite-2025-close", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Opening paragraph: closing of a loan guarantee to Ioneer Rhyolite Ridge LLC in Nevada", "note": "Federal lender's closing announcement controls the financing counterparty; the earlier NEPA draft names Rhyolite Ridge Holdings LLC as proposed borrower and is not used as an alias." }, { "sourceId": "src-sec-ioneer-rhyolite-close-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Issuer's Rhyolite Ridge loan closing announcement", "note": "Project subsidiary in Nevada, distinguish from listed parent Ioneer Ltd." } ], "notes": "Direct borrower/loan-guarantee recipient as named in DOE's 17 Jan 2025 closing announcement. DOE's older NEPA project page refers to a proposed Rhyolite Ridge Holdings LLC; no verified corporate continuity is inferred." }, { "id": "org-itelyum-regeneration", "name": "Itelyum Regeneration SpA", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "IT", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 22", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-japan-new-metals", "name": "Japan New Metals Co., Ltd.", "nameOriginal": "日本新金属株式会社", "aliases": [], "kind": "company", "countryCode": "JP", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Section 4, 認定供給確保計画", "note": "Named as the certified business in its Japanese form only." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "country" ], "evidence": "ambiguous", "locator": "Section 4", "note": "A 株式会社 (kabushiki kaisha) certified under Japan's Economic Security Promotion Act; the list gives no address." } ], "notes": "The English name is this project's rendering; the METI and JOGMEC lists give only the Japanese name." }, { "id": "org-jare", "name": "Japan Australia Rare Earth (JARE)", "nameOriginal": null, "aliases": [ "JARE" ], "kind": "joint_vehicle", "countryCode": null, "actor": null, "parents": [ { "organizationId": "org-jp-jogmec", "relationship": "established_by", "sourceId": "src-jogmec-lynas", "locator": "First paragraph", "note": null }, { "organizationId": "org-sojitz", "relationship": "established_by", "sourceId": "src-jogmec-lynas", "locator": "First paragraph", "note": null } ], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "name", "kind", "parents" ], "evidence": "explicit", "locator": "First paragraph", "note": "\"Japan Australia Rare Earth (“JARE”), co-founded in 2011 by Sojitz Corporation (“Sojitz”) and Japan Organization for Metals and Energy Security (“JOGMEC”)\"" } ], "notes": "A joint vehicle: its money is reported apart from public money, and it is not rolled up into JOGMEC's or Sojitz's portfolio. The release does not state the vehicle's country or the founders' shares." }, { "id": "org-jp-jogmec", "name": "Japan Organization for Metals and Energy Security (JOGMEC)", "nameOriginal": "独立行政法人エネルギー・金属鉱物資源機構", "aliases": [ "JOGMEC" ], "kind": "government", "countryCode": "JP", "actor": "japan", "parents": [], "evidence": [ { "sourceId": "src-jogmec-lofdal-ja", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Masthead and first paragraph", "note": "Named as 独立行政法人エネルギー・金属鉱物資源機構 (本部：東京都港区). 独立行政法人 is an incorporated administrative agency, a body of the Japanese state." }, { "sourceId": "src-jogmec-lofdal-en", "supports": [ "name" ], "evidence": "explicit", "locator": "First paragraph", "note": null } ], "notes": null }, { "id": "org-jp-meti", "name": "Ministry of Economy, Trade and Industry (METI)", "nameOriginal": "経済産業省", "aliases": [ "METI" ], "kind": "government", "countryCode": "JP", "actor": "japan", "parents": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Page footer and contact", "note": "\"経済産業省（法人番号 4000012090001） 〒100-8901 東京都千代田区霞が関1-3-1\"; the page lists the plans the Minister has certified." } ], "notes": null }, { "id": "org-jpmorgan-chase-funding", "name": "JPMorgan Chase Funding Inc.", "nameOriginal": null, "aliases": [], "kind": "bank", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "kind" ], "evidence": "ambiguous", "locator": "Item 1.01, overview", "note": "\"JPMorgan Chase Funding Inc. (acting through such of its affiliates and branches as it deems appropriate, “JPMorgan”)\". The filing names the lending entity, not whether it is itself a bank; it is classed with the commercial lenders it acts for." } ], "notes": null }, { "id": "org-keliber-oy", "name": "Keliber Oy", "nameOriginal": null, "aliases": [ "Keliber" ], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-eib-keliber-2024", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "EIB describes Keliber Oy as a Finnish mining and battery-material processing company." } ], "notes": "Named in the EIB's August 2024 release as the beneficiary of the €150M Keliber project financing, but the signed facility names Keliber Technology Oy as Borrower. Keliber Oy is an Original Guarantor; maintain a distinct organization identity." }, { "id": "org-keliber-technology-oy", "name": "Keliber Technology Oy", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 19", "note": "Commission decision lists Keliber Technology Oy at a Finland address as the project promoter." }, { "sourceId": "src-sec-keliber-eib-facility-agreement-2024", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Agreement parties; Keliber Technology Oy named as Finnish incorporated Borrower", "note": null } ], "notes": "Borrower under the executed €150M EIB facility agreement of 20 August 2024 (SEC Exhibit 4.8); separately promoter/holder of the EU CRMA Strategic Project designation. Kept legally distinct from guarantor Keliber Oy." }, { "id": "org-kghm-polska-miedz", "name": "KGHM Polska Miedź S.A.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "PL", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 30", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"ul. Marii Skłodowskiej-Curie 48, 59-300 Lubin, Poland\")." } ], "notes": "Also the promoter of entry (12), the Retków-Grodziszcze copper deposit, which names no tracked material and is not coded." }, { "id": "org-lithium-de-france", "name": "Lithium de France", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 21", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"31 Rue de la Redoute, 67500 Haguenau, France\")." } ], "notes": null }, { "id": "org-lithium-nevada-llc", "name": "Lithium Nevada LLC", "nameOriginal": null, "aliases": [ "Lithium Nevada Corp.", "Lithium Nevada Corporation", "LN" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-sec-lac-thacker-amendment-2025", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Opening paragraph, Borrower identity: LITHIUM NEVADA LLC (formerly known as Lithium Nevada Corp.), a Nevada LLC", "note": "The 2025 amendment establishes legal continuity with the original 2024 corporation borrower rather than two separate financing recipients." }, { "sourceId": "src-sec-lac-thacker-loan-agreement-2024", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Cover and preamble: LITHIUM NEVADA CORP. as borrower, Nevada corporation", "note": "Original 2024 legal borrower; later legal form/name evidenced by the 2025 amendment." } ], "notes": "Named DOE ATVM loan borrower, formerly Lithium Nevada Corp. Following the December 2024 corporate restructuring, project ownership is through Lithium Nevada Ventures LLC, the Lithium Americas/GM joint venture. Lithium Americas Corp. is not substituted for the direct borrower." }, { "id": "org-lkab", "name": "LKAB (Luossavaara-Kiirunavaara AB)", "nameOriginal": null, "aliases": [ "Luossavaara-Kirunavaara AB (LKAB)", "LKAB" ], "kind": "company", "countryCode": "SE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 38", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-lynas", "name": "Lynas Rare Earths Limited", "nameOriginal": null, "aliases": [ "Lynas Rare Earths Ltd", "Lynas" ], "kind": "company", "countryCode": "AU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "First paragraph; Overview of Lynas", "note": "\"an Australian rare earths company\"; listed on the Australian Stock Exchange, headquartered in Perth." } ], "notes": null }, { "id": "org-magreesource", "name": "MagREEsource", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 25", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-metlen", "name": "Metlen Energy and Metals", "nameOriginal": null, "aliases": [ "Metlen Energy & Metals" ], "kind": "company", "countryCode": "GR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 6b", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-mineralia", "name": "MINERALIA - Minas, Geotecnia e Construções, Lda.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "PT", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 6", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"R. Padre José G. Eigenmann, n. 90, 4715-199 Braga, Portugal\")." } ], "notes": null }, { "id": "org-mkango-resources", "name": "Mkango Resources Ltd.", "nameOriginal": null, "aliases": [ "Mkango Resources Limited" ], "kind": "company", "countryCode": "CA", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 36", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-mp-10x-development", "name": "MP 10X Development, LLC", "nameOriginal": null, "aliases": [], "kind": "project_company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Item 1.01, Offtake Agreement paragraph; Exhibit 10.5", "note": "\"a special purpose vehicle (the “Project Company”), established to develop the 10X Facility\"; Exhibit 10.5 names the party to the Offtake Agreement as MP 10X Development, LLC." } ], "notes": "The filing refers to the Project Company alongside \"any other subsidiary of the Company to which the 10X Facility is assigned\" but does not say who formed it, so no parent link is recorded; the 10X Facility project record connects it to MP Materials." }, { "id": "org-mp-materials", "name": "MP Materials Corp.", "nameOriginal": null, "aliases": [ "MP Materials" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Cover page", "note": "State of incorporation: Delaware; principal executive offices in Las Vegas, Nevada." } ], "notes": null }, { "id": "org-neo-performance", "name": "Neo Performance", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Section 2.1", "note": "\"Neo Performance's Rare earths magnet project in Estonia\"; the name is recorded as the Communication gives it." } ], "notes": null }, { "id": "org-neomat-pcam", "name": "NEOMAT PCAM", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 24", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"ZAC DES BASSINS 124 RUE DU MAGASIN GENERAL 59140 DUNKERQUE, France\")." } ], "notes": null }, { "id": "org-neptune-energy-innovations", "name": "Neptune Energy Innovations GmbH", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "DE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 3", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Ahrensburger Straße 1, DE-30659 Hannover, Germany\")." } ], "notes": null }, { "id": "org-ngc-battery-materials", "name": "NGC Battery Materials GmbH", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "DE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 13", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-noram-electrolysis-systems", "name": "NORAM Electrolysis Systems Inc.", "nameOriginal": null, "aliases": [ "NESI", "Noram Electrolysis Systems Inc." ], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-lithium-processing-2024", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Opening paragraph; NESI investment paragraph", "note": null }, { "sourceId": "src-canada-grant-noram-cmrdd-2024", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Recipient's Legal Name", "note": null } ], "notes": "The official grant disclosure gives Vancouver, British Columbia as the recipient location but does not by itself establish jurisdiction of incorporation." }, { "id": "org-northern-graphite", "name": "Northern Graphite", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Northern Graphite paragraphs", "note": null } ], "notes": null }, { "id": "org-northvolt-revolt", "name": "Northvolt Revolt AB", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "SE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 28", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-nouveau-monde-graphite", "name": "Nouveau Monde Graphite", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "First paragraph of the list", "note": null } ], "notes": null }, { "id": "org-npm-narva-ou", "name": "NPM Narva OÜ", "nameOriginal": "NPM Narva OÜ", "aliases": [], "kind": "company", "countryCode": "EE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-eis-npm-narva-jtf-project-grant", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "EIS supported projects: Magnetitehas Narva; Toetuse saaja = NPM Narva OÜ; registrikood 16493223", "note": "Estonian funding authority directly names the grant beneficiary, registered company, and Narva project. A group sponsor must not be substituted for the legal beneficiary." }, { "sourceId": "src-estonia-finance-jtf-narva-audit-2025-11", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "JTF-2/2025 final project audit, PDF p. 3 § 1.1 'Toetuse saaja ja partner(id)' and p. 7 footnote 8", "note": "Ministry confirms current grant beneficiary NPM Narva OÜ, original NPM Silmet OÜ, and transfer of 95% project activities/budget. Neither source proves direct shareholding or a simplistic one-hop corporate parent link." } ], "notes": "Estonian company registration number 16493223. Current beneficiary for project 2021-2027.6.01.22-0002 ('Magnetitehas Narva') in EIS grant register and Ministry project audit. NPM Silmet OÜ was the initial 2022 beneficiary; Ministry audit records reassignment of 95% of grant-supported project activities and budget to NPM Narva OÜ in the 3 November 2023 amendment, with NPM Silmet retained as project partner. Distinct from sponsor/issuer name Neo Performance Materials Inc. No explicit direct parent-company ownership edge is asserted here: audit shows a common corporate group, not a verified direct shareholding chain." }, { "id": "org-npm-silmet-ou", "name": "NPM Silmet OÜ", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "EE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 35", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Sillamäe linn, Kesk tn 2/1, 40231, Ida-Viru maakond, Estonia\")." } ], "notes": "A different legal entity from NPM Narva OÜ (org-npm-narva-ou). Neo Performance Materials' Annual Information Form of 19 March 2026 lists NPM Silmet OÜ and NPM Narva OÜ as separate Estonian subsidiaries, each 100%. No parent link is recorded: neither the Decision nor the annex states one, and Neo Performance is not yet a registry organisation." }, { "id": "org-ntwist", "name": "NTwist Inc.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Research and development projects: NTwist Inc.", "note": null } ], "notes": "The NRCan backgrounder identifies NTwist Inc. as the project lead but does not state its jurisdiction of incorporation." }, { "id": "org-omcd-tek-hub", "name": "OMCD TEK HUB S.p.A.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "IT", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 33", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"via Megolo, 43 - 28877 Anzola d'Ossola (VB), Italy\")." } ], "notes": null }, { "id": "org-orano-batteries", "name": "ORANO Batteries", "nameOriginal": null, "aliases": [ "Orano Batteries" ], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 17", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-pcc-thorion", "name": "PCC Thorion GmbH", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Article 2, row 34", "note": "Named as a project promoter to which the decision is addressed; the address given has no country, so none is recorded." } ], "notes": null }, { "id": "org-perpetua-resources-corp", "name": "Perpetua Resources Corp.", "nameOriginal": null, "aliases": [ "Midas Gold Corp." ], "kind": "company", "countryCode": "CA", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-sec-perpetua-2025-10k", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Cover page; Corporate Structure; Nature of Operations", "note": "The registrant is incorporated in British Columbia, Canada and owns the operating subsidiary." }, { "sourceId": "src-exim-stibnite-board-2026", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Structured & Project Finance Division; AP768324XX, Guarantor", "note": "EXIM's proposed loan lists Perpetua Resources Corp. as guarantor, not borrower." } ], "notes": "British Columbia-incorporated parent company. EXIM's May 2026 board materials identify it as proposed guarantor for the subsidiary's Stibnite direct loan; not an award recipient in SMPT. This is not an executed guarantee." }, { "id": "org-perpetua-resources-idaho", "name": "Perpetua Resources Idaho, Inc.", "nameOriginal": null, "aliases": [ "PRII" ], "kind": "company", "countryCode": null, "actor": null, "parents": [ { "organizationId": "org-perpetua-resources-corp", "relationship": "part_of", "sourceId": "src-sec-perpetua-2025-10k", "locator": "Corporate Structure; PRII and IGRCLLC are wholly owned by the Corporation", "note": "Wholly owned operating subsidiary. Its precise state of incorporation is not established by the cited records." } ], "evidence": [ { "sourceId": "src-sec-perpetua-2025-10k", "supports": [ "name", "kind", "parents" ], "evidence": "explicit", "locator": "Corporate Structure; Notes to consolidated financial statements", "note": "PRII is the operating entity and wholly owned subsidiary, not the title-holder for Stibnite property." }, { "sourceId": "src-exim-stibnite-board-2026", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Structured & Project Finance Division; AP768324XX, Borrower/PSOR", "note": "EXIM names PRII as prospective borrower and parent corporation as guarantor." } ], "notes": "Distinct wholly owned operating subsidiary; named award recipient for the DPA TIA and Army/DOTC OTIA, and proposed borrower for EXIM's board-approved but undocumented Stibnite loan. The 2025 10-K distinguishes project property title held by Idaho Gold Resources Company, LLC. Legal domicile is left unasserted." }, { "id": "org-pobuzhzhyas-development", "name": "Pobuzhzhya’s Development LLC", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "UA", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 1", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-pure-battery-technologies", "name": "Pure Battery Technologies Limited", "nameOriginal": null, "aliases": [ "Pure Batterry Technologies Ltd." ], "kind": "company", "countryCode": "AU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-abr-abn-96621530185", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Current details: Entity name; Entity type; ASIC registration", "note": "Entity name \"PURE BATTERY TECHNOLOGIES LIMITED\", Australian Public Company, ACN 621 530 185." }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "country" ], "evidence": "explicit", "locator": "Article 2, row 29", "note": "Named as a project promoter to which the decision is addressed, spelt \"Pure Batterry Technologies Ltd.\"; the country is read from the promoter's address (\"Level 32, 10 Eagle Street, Brisbane, QLD,4000, Australia\")." } ], "notes": "Both official EU sources spell the promoter \"Pure Batterry Technologies Ltd.\" [sic] (annex entry 29; Decision Article 2, row 29); only the project name in the same row reads \"Pure Battery Technologies pCAM plant Europe\". The name follows the Australian Business Register, and the EU spelling is kept as an alias (maintainer ruling B7, 2026-11-03)." }, { "id": "org-rain-carbon-canada", "name": "Rain Carbon Canada", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Research and development projects", "note": null } ], "notes": null }, { "id": "org-reelement-technologies", "name": "ReElement Technologies", "nameOriginal": null, "aliases": [ "ReElement" ], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "First paragraph", "note": null } ], "notes": null }, { "id": "org-rhodia-operations", "name": "Rhodia Operations", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 7", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"9 rue des Cuirassiers 69003 Lyon - France\")." } ], "notes": null }, { "id": "org-salrom", "name": "Societatea Națională a Sării S.A.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "RO", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 43", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-saltworks-technologies", "name": "Saltworks Technologies Inc.", "nameOriginal": null, "aliases": [ "Saltworks" ], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-lithium-processing-2024", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Opening paragraph; Saltworks investment paragraph", "note": null } ], "notes": "The cited NRCan release locates the project in British Columbia but does not establish the company's jurisdiction of incorporation." }, { "id": "org-santoku", "name": "Santoku Corporation", "nameOriginal": "株式会社三徳", "aliases": [], "kind": "company", "countryCode": "JP", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Section 4, 認定供給確保計画", "note": "Named as the certified business in its Japanese form only." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "country" ], "evidence": "ambiguous", "locator": "Section 4", "note": "A 株式会社 (kabushiki kaisha) certified under Japan's Economic Security Promotion Act; the list gives no address." } ], "notes": "The English name is this project's rendering; the METI and JOGMEC lists give only the Japanese name." }, { "id": "org-sarytogan", "name": "Sarytogan Graphite Limited", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "AU", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 10", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-shin-etsu-chemical", "name": "Shin-Etsu Chemical Co., Ltd.", "nameOriginal": "信越化学工業株式会社", "aliases": [], "kind": "company", "countryCode": "JP", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Section 4, 認定供給確保計画", "note": "Named as the certified business in its Japanese form only." }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "country" ], "evidence": "ambiguous", "locator": "Section 4", "note": "A 株式会社 (kabushiki kaisha) certified under Japan's Economic Security Promotion Act; the list gives no address." } ], "notes": "The English name is this project's rendering; the METI and JOGMEC lists give only the Japanese name." }, { "id": "org-sibanye-stillwater-sandouville", "name": "Sibanye-Stillwater Sandouville Refinery", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 15", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-sojitz", "name": "Sojitz Corporation", "nameOriginal": null, "aliases": [ "Sojitz" ], "kind": "company", "countryCode": "JP", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "First paragraph; Overview of Sojitz (Chiyoda-ku, Tokyo)", "note": null } ], "notes": null }, { "id": "org-sokli-oy", "name": "Sokli Oy", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 37", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Soklinkairantie 12, 98840, Ruuvaoja, Finland\")." } ], "notes": null }, { "id": "org-suhanko-arctic-platinum", "name": "Suhanko Arctic Platinum Oy", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FI", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 39", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Ahjotie 7, 96320 Rovaniemi, Finland\")." } ], "notes": null }, { "id": "org-talga", "name": "Talga AB", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "SE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 44", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-tdm-electronics", "name": "TDM Electronics Inc.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "PL", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 42", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"Spokojna 1, 05-555, Rembertów, Poland\")." } ], "notes": null }, { "id": "org-teck-resources", "name": "Teck Resources Limited", "nameOriginal": null, "aliases": [ "Teck" ], "kind": "company", "countryCode": "CA", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-teck-trail-strategic-metals-2026", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Opening paragraph", "note": "Teck's release identifies Teck Resources Limited and the Trail Operations facility in British Columbia." } ], "notes": null }, { "id": "org-telescope-innovations", "name": "Telescope Innovations Corp.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-canada-grant-telescope-lipick-2024", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Recipient's Legal Name; Recipient Type", "note": "The disclosure gives the legal recipient name and identifies it as a for-profit organization." }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Research and development projects: Telescope Innovations Corp.", "note": null } ], "notes": "The federal disclosures give a Vancouver, British Columbia recipient location but do not establish jurisdiction of incorporation." }, { "id": "org-tj-namibia-rare-earths", "name": "TJ Namibia Rare Earths Corporation", "nameOriginal": "TJ Namibia Rare Earths株式会社", "aliases": [ "TJ" ], "kind": "project_company", "countryCode": "JP", "actor": null, "parents": [ { "organizationId": "org-toyota-tsusho", "relationship": "established_by", "sourceId": "src-jogmec-lofdal-en", "locator": "Second paragraph", "note": null } ], "evidence": [ { "sourceId": "src-jogmec-lofdal-en", "supports": [ "name", "kind", "country", "parents" ], "evidence": "explicit", "locator": "Second paragraph; Overview of TJ (head office Minato-ku, Tokyo)", "note": "\"Toyota Tsusho has established TJ Namibia Rare Earths Corporation (hereinafter \\\"TJ\\\"), a special purpose company to carry out the project\"" }, { "sourceId": "src-jogmec-lofdal-ja", "supports": [ "name" ], "evidence": "explicit", "locator": "First paragraph", "note": "特定目的会社「TJ Namibia Rare Earths株式会社」" } ], "notes": "JOGMEC invests in the company, but the release does not state the resulting shareholdings." }, { "id": "org-tokai-cobex-savoie", "name": "Tokai COBEX savoie", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "FR", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 4", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-toyota-tsusho", "name": "Toyota Tsusho Corporation", "nameOriginal": "豊田通商株式会社", "aliases": [ "Toyota Tsusho" ], "kind": "company", "countryCode": "JP", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-jogmec-lofdal-en", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "First paragraph (Head Office: Nagoya, Aichi)", "note": null }, { "sourceId": "src-jogmec-lofdal-ja", "supports": [ "name" ], "evidence": "explicit", "locator": "First paragraph", "note": null } ], "notes": null }, { "id": "org-tungsten-west", "name": "Tungsten West", "nameOriginal": null, "aliases": [ "Tungsten West PLC" ], "kind": "company", "countryCode": "GB", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Second paragraph", "note": "\"a mining company focused on restarting the Hemerdon tungsten and tin mine on the outskirts of Plymouth\"" }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "name", "country" ], "evidence": "explicit", "locator": "Article 2, row 12", "note": "Named as \"Tungsten West PLC\", with the address \"Hemerdon Mine (Drakelands), PL7 5BS, Devon, United Kingdom\"." } ], "notes": null }, { "id": "org-tunley-environmental", "name": "Tunley Environmental Ltd.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Research and development projects: NTwist Inc.", "note": null } ], "notes": "Named by NRCan as a United Kingdom project collaborator; jurisdiction of incorporation is not separately asserted." }, { "id": "org-ucore-rare-metals", "name": "Ucore Rare Metals Inc.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Ucore paragraph", "note": null } ], "notes": null }, { "id": "org-uk-dbt", "name": "Department for Business and Trade", "nameOriginal": null, "aliases": [ "DBT" ], "kind": "government", "countryCode": "GB", "actor": "uk", "parents": [], "evidence": [ { "sourceId": "src-gov-uk-cms-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "p. 20", "note": null } ], "notes": null }, { "id": "org-uk-government", "name": "UK Government", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "GB", "actor": "uk", "parents": [], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Opening bullet points; third paragraph", "note": null } ], "notes": null }, { "id": "org-uk-nwf", "name": "National Wealth Fund", "nameOriginal": null, "aliases": [ "National Wealth Fund Limited", "NWF" ], "kind": "public_financier", "countryCode": "GB", "actor": "uk", "parents": [], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Closing notice", "note": "\"the trading name of the National Wealth Fund Limited, which is a private limited company registered in England and Wales ... and is wholly owned by HM Treasury\"; \"not a banking institution\"." } ], "notes": "Wholly owned by HM Treasury. Its money is public-enterprise capital, reported with public money." }, { "id": "org-umicore", "name": "Umicore", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "BE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, rows 14 and 39", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-up-catalyst", "name": "UP Catalyst", "nameOriginal": null, "aliases": [ "UP Catalyst OU" ], "kind": "company", "countryCode": "EE", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 11", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address." } ], "notes": null }, { "id": "org-us-antimony", "name": "United States Antimony Corporation", "nameOriginal": null, "aliases": [ "US Antimony Corporation", "USAC" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-usac-2026-q2-10q", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Cover page; Note 9", "note": "SEC-filed quarterly report identifies the registrant and its U.S. operations." } ], "notes": null }, { "id": "org-us-commerce", "name": "U.S. Department of Commerce", "nameOriginal": null, "aliases": [ "Department of Commerce" ], "kind": "government", "countryCode": "US", "actor": "us", "parents": [], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Fourth paragraph", "note": "\"the Department of Commerce's Creating Helpful Incentives to Produce Semiconductors (CHIPS) Program Office\"" } ], "notes": null }, { "id": "org-us-dod", "name": "U.S. Department of Defense", "nameOriginal": null, "aliases": [ "U.S. Department of War", "Department of War", "DoD" ], "kind": "government", "countryCode": "US", "actor": "us", "parents": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Item 1.01, first paragraph", "note": "\"the United States Department of Defense (“Department of Defense” or “DoD”)\"" }, { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "name" ], "evidence": "explicit", "locator": "Third paragraph", "note": "\"Following the Department of War's agreement earlier this year with MP Materials\": the agreement the Form 8-K records with the Department of Defense, so one department under two names." } ], "notes": "Sources from September 2025 onward use \"Department of War\"; the record keeps one id so the department's portfolio does not split." }, { "id": "org-us-doe", "name": "U.S. Department of Energy", "nameOriginal": null, "aliases": [ "DOE", "Department of Energy" ], "kind": "government", "countryCode": "US", "actor": "us", "parents": [], "evidence": [ { "sourceId": "src-doe-thacker-pass-2024", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "U.S. Department of Energy, Loan Programs Office project summary", "note": "Federal department administering the ATVM loan; financing structure also uses the Federal Financing Bank. Bank mechanics do not create a duplicate commitment." } ], "notes": "Federal ATVM/Loan Programs Office financing authority for the Thacker Pass loan. The original borrower agreement identifies DOE as an agreement party and provides for Federal Financing Bank advances under federal loan arrangements." }, { "id": "org-us-exim", "name": "Export-Import Bank of the United States", "nameOriginal": null, "aliases": [ "EXIM", "U.S. EXIM" ], "kind": "public_financier", "countryCode": "US", "actor": "us", "parents": [], "evidence": [ { "sourceId": "src-exim-stibnite-board-2026", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Official bank Board of Directors minutes dated May 21, 2026, meeting header and Structured and Project Finance Division transaction AP768324XX", "note": "U.S. Export-Import Bank is the approving federal public lender. The minutes list an EXIM direct loan, with no separate guaranteed lender." }, { "sourceId": "src-exim-stibnite-transactions-2026", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Project and Structured Finance Transactions, Perpetua Resources entry, Authorized", "note": "Official EXIM transaction database names the agency responsible for the authorization." } ], "notes": "U.S. federal public export-credit lender. The Perpetua Resources Idaho $2.906B project loan was board approved in May 2026, but remained awaiting definitive documentation according to the issuer's 2026 Q2 Form 10-Q; lender identity does not promote a decided loan to contracted/disbursed." }, { "id": "org-us-government", "name": "United States Government", "nameOriginal": null, "aliases": [], "kind": "government", "countryCode": "US", "actor": "us", "parents": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "name", "kind", "country", "actor" ], "evidence": "explicit", "locator": "Paragraph on the Alcoa-Sojitz project", "note": "\"The United States Government is also making an equity investment with a right of offtake.\"" } ], "notes": null }, { "id": "org-us-osc", "name": "Office of Strategic Capital (OSC)", "nameOriginal": null, "aliases": [ "OSC" ], "kind": "government", "countryCode": "US", "actor": "us", "parents": [ { "organizationId": "org-us-dod", "relationship": "part_of", "sourceId": "src-dow-osc-about", "locator": "History list", "note": null } ], "evidence": [ { "sourceId": "src-dow-osc-about", "supports": [ "name", "kind", "country", "actor", "parents" ], "evidence": "explicit", "locator": "History list: \"Secretary of Defense Establishes Office of Strategic Capital\"", "note": "\"SECDEF establishes the Office of Strategic Capital (OSC) as a finance organization within the Department of Defense\"" } ], "notes": null }, { "id": "org-usa-rare-earth", "name": "USA Rare Earth, Inc.", "nameOriginal": null, "aliases": [ "USAR" ], "kind": "company", "countryCode": "US", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Cover page", "note": "State of incorporation: Delaware; principal executive offices in Stillwater, Oklahoma." } ], "notes": null }, { "id": "org-vale-europe", "name": "Vale Europe Ltd.", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Research and development projects: NTwist Inc.", "note": null } ], "notes": "Named by NRCan as a project collaborator; jurisdiction of incorporation is not inferred from the company name." }, { "id": "org-vianode", "name": "Vianode", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "Vianode paragraph", "note": null } ], "notes": null }, { "id": "org-vulcan-elements", "name": "Vulcan Elements", "nameOriginal": null, "aliases": [ "Vulcan" ], "kind": "company", "countryCode": null, "actor": null, "parents": [], "evidence": [ { "sourceId": "src-osc-vulcan-reelement-2025", "supports": [ "name", "kind" ], "evidence": "explicit", "locator": "First paragraph", "note": null } ], "notes": null }, { "id": "org-zinnwald-lithium-plc", "name": "Zinnwald Lithium Plc", "nameOriginal": null, "aliases": [], "kind": "company", "countryCode": "GB", "actor": null, "parents": [], "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "name", "kind", "country" ], "evidence": "explicit", "locator": "Article 2, row 46", "note": "Named as a project promoter to which the decision is addressed; the country is read from the promoter's address (\"22A St James’s Square, London, SW1Y 4JH, United Kingdom\")." } ], "notes": null } ], "projects": [ { "id": "prj-au-alcoa-sojitz-gallium", "name": "Alcoa-Sojitz Gallium Recovery Project", "sponsorOrgIds": [], "locations": [ { "countryCode": "AU", "subnational": "Western Australia", "asStated": "Wagerup, Western Australia" } ], "stages": [ "processing" ], "materialIds": [ "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Paragraphs on the first priority project", "note": null } ], "notes": "The release names the project without saying who develops it, so no sponsor is recorded. It calls it \"a trilateral project with Japan, the United States and Australia\" and says \"Japan has already provided 50 percent of the project costs to date\"; no Japanese amount is stated or recorded." }, { "id": "prj-au-nolans", "name": "Nolans project", "sponsorOrgIds": [ "org-arafura-rare-earths" ], "locations": [ { "countryCode": "AU", "subnational": "Northern Territory", "asStated": "the Northern Territory" } ], "stages": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-pm-us-au-framework-2025", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Paragraph on the second priority project", "note": "\"the Arafura Nolans project in the Northern Territory\"" }, { "sourceId": "src-arafura-nolans-efa-subscription-2026", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Overview and Export Finance Australia section, pp. 1–2; Annexure B, use of proceeds", "note": "Arafura Rare Earths Limited is the corporate developer raising funds specifically for the Nolans project. This sponsorship link does not assert separate legal ownership of project assets." } ], "notes": "The release names the project as \"the Arafura Nolans project\" and states no developer or stage, so neither is recorded. The April 2026 ASX announcement expressly identifies Arafura Rare Earths Limited as the corporate equity issuer financing Nolans development, so it is registered as the project's sponsor/developer; underlying project-asset title remains unasserted." }, { "id": "prj-be-gepeto", "name": "GePETO", "sponsorOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "BE", "subnational": null, "asStated": "Belgium" } ], "stages": [ "processing" ], "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (14)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, rows 14 and 39", "note": null } ], "notes": null }, { "id": "prj-be-oreon", "name": "OREON (Optimal REcycling Of Nickel)", "sponsorOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "BE", "subnational": null, "asStated": "Belgium" } ], "stages": [ "processing" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "platinum group metals" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (26)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 26", "note": null } ], "notes": null }, { "id": "prj-be-regain", "name": "ReGAIN", "sponsorOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "BE", "subnational": null, "asStated": "Belgium" } ], "stages": [], "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (39)", "note": "A substitution project: it \"aims to contribute to the substitution of germanium\", so no supply-chain stage is coded." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, rows 14 and 39", "note": null } ], "notes": "A substitution project: it \"aims to contribute to the substitution of germanium\", so no supply-chain stage is coded." }, { "id": "prj-ca-cmgd-nb-granitoids", "name": "Geochronology and Petrogenesis of Granitoids and Related Critical Mineral Systems in New Brunswick", "sponsorOrgIds": [ "org-ca-nb-geological-survey" ], "locations": [ { "countryCode": "CA", "subnational": "New Brunswick", "asStated": "Fredericton, New Brunswick" } ], "stages": [ "exploration" ], "materialIds": [ "tungsten", "lithium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "zinc" ], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "sponsors", "location", "materials" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative: Geochronology and Petrogenesis of Granitoids and Related Critical Mineral Systems in New Brunswick", "note": "NRCan explicitly labels this a project, names the New Brunswick Geological Survey as recipient, gives Fredericton as the project location, and names lithium, tungsten, copper and zinc." }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Critical Minerals Geoscience and Data initiative: Geochronology and Petrogenesis of Granitoids and Related Critical Mineral Systems in New Brunswick", "note": "Regional exploration models, mineral discovery support and mineral-potential mapping are read as exploration." } ], "notes": "The project is a bounded geoscience undertaking under CMGD. Its source-defined project status and location are preserved even though it is not a mine-development asset." }, { "id": "prj-ca-cmgd-nb-maritimes-basin", "name": "Critical Mineral Potential of the Maritimes Basin in Eastern New Brunswick", "sponsorOrgIds": [ "org-ca-nb-geological-survey" ], "locations": [ { "countryCode": "CA", "subnational": "New Brunswick", "asStated": "Grand Lake Region, New Brunswick" } ], "stages": [ "exploration" ], "materialIds": [ "rare-earth-elements", "lithium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "zinc" ], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "sponsors", "location", "materials" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative: Critical Mineral Potential of the Maritimes Basin in Eastern New Brunswick", "note": "NRCan explicitly labels this a project, names the New Brunswick Geological Survey as recipient, gives Grand Lake Region as the project location, and names lithium, rare earth elements, copper and zinc." }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Critical Minerals Geoscience and Data initiative: Critical Mineral Potential of the Maritimes Basin in Eastern New Brunswick", "note": "Field mapping, sediment sampling and mineral-potential assessment are read as exploration." } ], "notes": "The project is a bounded geoscience undertaking under CMGD. Its source-defined project status and location are preserved even though it is not a mine-development asset." }, { "id": "prj-ca-cmgd-ns-graphite-battery-value-chains", "name": "Graphite in Support of Battery Value Chains", "sponsorOrgIds": [ "org-ca-ns-dnr" ], "locations": [ { "countryCode": "CA", "subnational": "Nova Scotia", "asStated": "Halifax, Nova Scotia" } ], "stages": [ "exploration" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "sponsors", "location", "materials" ], "evidence": "explicit", "locator": "Critical Minerals Geoscience and Data initiative: Graphite in Support of Battery Value Chains", "note": "NRCan explicitly labels this a project, names the Nova Scotia Department of Natural Resources as recipient, gives Halifax as the project location, and identifies graphite as the mineral focus." }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Critical Minerals Geoscience and Data initiative: Graphite in Support of Battery Value Chains", "note": "Geological mapping, three-dimensional modelling and laboratory analysis to identify areas for future exploration and development are read as exploration." } ], "notes": "The project is a bounded geoscience undertaking under CMGD. Its source-defined project status and location are preserved even though it is not a mine-development asset." }, { "id": "prj-ca-cyclic-kingston-centre-of-excellence", "name": "Kingston Centre of Excellence for Rare Earth Recycling", "sponsorOrgIds": [ "org-cyclic-materials" ], "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "separation", "processing", "recycling", "research_development" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-cyclic-centre-excellence-2025", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Announcement body; A Strategic Facility Serving a Circular Future", "note": "Cyclic describes a Kingston Centre of Excellence combining its first commercial rare-earth recovery Hub with R&D. The facility processes magnet-rich end-of-life feedstock into recycled mixed rare-earth oxide." }, { "sourceId": "src-nrcan-gpi-programme", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "GPI funded projects — Contribution funding — Cyclic Materials Inc.", "note": "NRCan says the project advances rare-earth processing, separation and metallization technologies using end-of-life materials; recycling, processing and separation are represented directly in the tracker taxonomy." } ], "notes": "The Centre of Excellence is separate from the earlier Kingston Demonstration Plant recorded as prj-ca-cyclic-kingston-demonstration-plant. The June 2025 company announcement describes the commercial-scale Hub and R&D facility; the January 2026 CGF source says that Hub was then under construction." }, { "id": "prj-ca-cyclic-kingston-demonstration-plant", "name": "Kingston Demonstration Plant", "sponsorOrgIds": [ "org-cyclic-materials" ], "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements", "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-programme", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Funded Projects: \"Kingston Demonstration Plant – Extended Operations\"", "note": "Organization: Cyclic Materials Inc; location: Kingston, Ontario; critical minerals: rare earth elements, cobalt, nickel; status: launched in 2024, completed in March 2026." } ], "notes": null }, { "id": "prj-ca-focus-graphite-electrothermal-purification", "name": "Chemical-Free Electrothermal Purification Project", "sponsorOrgIds": [ "org-focus-graphite" ], "locations": [], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "sponsors", "materials" ], "evidence": "explicit", "locator": "Research and development projects: Focus Graphite", "note": "NRCan calls this Focus Graphite's chemical-free electrothermal purification project and identifies natural flake graphite from the Lac Knife and Lac Tétépisca deposits as feedstock. Those deposits are not treated as the project location." }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Research and development projects: Focus Graphite", "note": "The project demonstrates a high-temperature electrothermal purification process for natural flake graphite, read as processing." } ], "notes": "Thermal & Material Engineering Center and American Energy Technologies Company are named collaborators in the source but are not added as sponsor organizations in this tranche. No project site is stated." }, { "id": "prj-ca-ggt-graphite-recycling-pilot", "name": "Recycling of Graphite from Secondary Sources for Use in Lithium-Ion Batteries", "sponsorOrgIds": [ "org-green-graphite-technologies" ], "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "recycling" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-programme", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Funded Projects", "note": "\"through a pilot plant project\"; organization: Green Graphite Technologies Inc; location: Kingston, Ontario; status: launched in 2024, expected to be completed by 2026." } ], "notes": null }, { "id": "prj-ca-ggt-regolith-graphite", "name": "Battery-Grade Graphite: A Canadian Low-GHG Solution From Regolith Resources", "sponsorOrgIds": [ "org-green-graphite-technologies" ], "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "Nelson, British Columbia" }, { "countryCode": "CA", "subnational": "Ontario", "asStated": "Mississauga, Ontario" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "sponsors", "materials", "location" ], "evidence": "explicit", "locator": "Energy Innovation Program: Green Graphite Technologies entry", "note": null }, { "sourceId": "src-nrcan-pdac-2026", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Energy Innovation Program: Green Graphite Technologies entry", "note": "\"upgrade near-surface graphite for use in lithium-ion batteries\", read as processing." }, { "sourceId": "src-nrcan-regolith-eip-2025", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Project profile: Lead Proponent, Partners, Location and Project Objectives", "note": "The current NRCan EIP profile confirms the project name, Green Graphite Technologies as lead proponent, Weaver Energy as partner, BC/ON locations and the high-purity graphite processing objective." }, { "sourceId": "src-ggt-mississauga-demo-commissioning-20260811", "supports": [ "location" ], "evidence": "ambiguous", "locator": "Opening sentence", "note": "GGT's official post identifies a Mississauga graphite-purification demonstration facility entering final-stage commissioning. This corroborates activity at the project's recorded Mississauga location, but the post does not use the Regolith project title." } ], "notes": "The current NRCan EIP profile lists the project as Active, with a C$4,750,000 agreement value and C$12,262,850 project total; it gives no payment or construction date. GGT's 11 August 2026 official post says its Mississauga graphite-purification demonstration facility was entering final-stage commissioning. The post does not identify the NRCan award by name, so the linkage is recorded with that limitation; no commercial operation or project completion is inferred. Review on 3 October 2026 found no later project-specific primary disclosure." }, { "id": "prj-ca-nmg-matawinie", "name": "Matawinie Mine", "sponsorOrgIds": [ "org-nouveau-monde-graphite" ], "locations": [ { "countryCode": "CA", "subnational": "Quebec", "asStated": "near Montreal, Quebec" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "sponsors", "materials", "location", "stages" ], "evidence": "explicit", "locator": "First paragraph of the list", "note": null } ], "notes": "The backgrounder describes the company's aim of \"the largest fully integrated natural graphite production facility in North America\"; only the mine is recorded as the project." }, { "id": "prj-ca-noram-lithium-electrolysis", "name": "Electrolysis for Lithium Production and Recycling", "sponsorOrgIds": [ "org-noram-electrolysis-systems" ], "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "British Columbia" } ], "stages": [ "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-canada-grant-noram-cmrdd-2024", "supports": [ "name", "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Title; Recipient's Legal Name; programme description", "note": "The grant title is used as the project name. NRCan's release identifies the supported activity as industrial-scale membrane electrolysis for lithium production." }, { "sourceId": "src-nrcan-lithium-processing-2024", "supports": [ "location", "stages", "materials" ], "evidence": "explicit", "locator": "Opening paragraph; NESI investment paragraph", "note": "The release places the supported battery-supply-chain work in British Columbia and describes lithium-hydroxide production as midstream lithium processing." } ], "notes": null }, { "id": "prj-ca-northern-rain-upcycled-graphite", "name": "Upcycled Natural Graphite for Fast-Charging, Long-Life Lithium Battery Technology", "sponsorOrgIds": [ "org-northern-graphite", "org-rain-carbon-canada" ], "locations": [], "stages": [ "research_development" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Research and development projects: Northern Graphite and Rain Carbon Canada", "note": "NRCan identifies Northern Graphite and Rain Carbon Canada and describes research to turn leftover natural graphite from mining into high-quality material used in battery anodes." } ], "notes": "No project site is stated; none is inferred from Northern Graphite's separate Lac des Iles operations or participant locations." }, { "id": "prj-ca-ntwist-nickel-efficiency", "name": "Nickel Production and Efficiency R&D Project", "sponsorOrgIds": [ "org-ntwist", "org-tunley-environmental", "org-vale-europe" ], "locations": [], "stages": [ "research_development" ], "materialIds": [ "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Research and development projects: NTwist Inc.", "note": "The source gives no formal project title; the name is a concise normalization of its stated purpose. NRCan identifies NTwist's project with Vale Europe and Tunley Environmental to improve nickel production and efficiency and places the funding in an NRC–UKRI research-and-development collaboration." } ], "notes": "No project location is stated; none is inferred from participant addresses or company names." }, { "id": "prj-ca-saltworks-lithium-brine", "name": "Lithium Brine Concentration and Conversion Demonstration", "sponsorOrgIds": [ "org-saltworks-technologies" ], "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "British Columbia" } ], "stages": [ "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-lithium-processing-2024", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Saltworks investment paragraph", "note": "The source does not give a formal project title; the project name is a concise normalization of its stated purpose: concentration and conversion of Canadian lithium brine into lithium battery precursors. NRCan frames the two awards as midstream lithium processing in British Columbia." } ], "notes": null }, { "id": "prj-ca-telescope-lipick", "name": "Li-PICK - Energy Efficient Battery Recycling Enabled by Recrystallization", "sponsorOrgIds": [ "org-telescope-innovations" ], "locations": [], "stages": [ "recycling" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-canada-grant-telescope-lipick-2024", "supports": [ "name", "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Title; Recipient's Legal Name; Description", "note": "The agreement describes converting spent lithium-ion batteries into cathode active material and battery-grade lithium carbonate. The disclosure's Vancouver location is a recipient location, not necessarily a project site, so no project location is inferred." }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Research and development projects: Telescope Innovations Corp.", "note": "NRCan describes Telescope's project with CellMine (United Kingdom) as converting spent lithium-ion batteries into battery-grade lithium carbonate and cathode active material." } ], "notes": "CellMine (United Kingdom) is a named project collaborator in the G7 backgrounder. No separate organization registry record is created because the source does not establish its legal identity or entity type." }, { "id": "prj-ca-telescope-lithium-sulphide", "name": "A Route to Establish a Canadian Lithium Sulphide Supply Chain for Solid-State Batteries", "sponsorOrgIds": [ "org-telescope-innovations" ], "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "Vancouver, British Columbia" } ], "stages": [ "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-cmrdd-programme", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Funded Projects: \"A Route to Establish a Canadian Lithium Sulphide Supply Chain for Solid-State Batteries\"", "note": "NRCan names Telescope Innovations Corp., Vancouver, British Columbia, lithium, and a project to scale up and pilot low-cost lithium sulphide manufacturing." } ], "notes": "NRCan lists the project as launched in 2025 and expected to be completed by 2028. That wording is retained in source notes rather than forced into a physical-status category that does not directly match an R&D/pilot project." }, { "id": "prj-ca-trail-strategic-metals", "name": "Trail Strategic Metals Initiative", "sponsorOrgIds": [ "org-teck-resources" ], "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "Trail Operations in British Columbia" } ], "stages": [ "processing", "refining" ], "materialIds": [ "germanium", "antimony", "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-trail-strategic-metals-2026", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Opening and investment-framework paragraphs", "note": "NRCan describes expansion of critical-mineral processing capacity at Trail, including germanium, antimony and potential gallium capacity." }, { "sourceId": "src-teck-trail-strategic-metals-2026", "supports": [ "sponsors", "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Opening through Strategic Metals Initiative paragraphs", "note": null } ], "notes": "The initiative could double existing germanium and antimony production capacity and potentially add gallium capacity; those are prospective outcomes, not current production increments." }, { "id": "prj-ca-ucore-kingston", "name": "Ucore commercial rare earth processing facility, Kingston", "sponsorOrgIds": [ "org-ucore-rare-metals" ], "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "Kingston, Ontario" } ], "stages": [ "separation", "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "sponsors", "materials", "location" ], "evidence": "explicit", "locator": "Ucore paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Ucore paragraph", "note": "\"refining two important rare earth elements — samarium and gadolinium\" with its RapidSX separation and processing technology: coded as separation and refining." } ], "notes": "Samarium and gadolinium have no material record of their own and fall under the grouped rare-earth-elements material." }, { "id": "prj-ca-vianode-st-thomas", "name": "Vianode synthetic graphite facility, St. Thomas", "sponsorOrgIds": [ "org-vianode" ], "locations": [ { "countryCode": "CA", "subnational": "Ontario", "asStated": "St. Thomas, Ontario" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "name", "sponsors", "materials", "location" ], "evidence": "explicit", "locator": "Vianode paragraph", "note": null }, { "sourceId": "src-nrcan-g7-cmpa-2025", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Vianode paragraph", "note": "A synthetic graphite facility, read as processing." } ], "notes": null }, { "id": "prj-ca-wicheeda", "name": "Wicheeda Rare Earth Elements Project", "sponsorOrgIds": [ "org-defense-metals" ], "locations": [ { "countryCode": "CA", "subnational": "British Columbia", "asStated": "Vancouver, British Columbia" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-nrcan-pdac-2026", "supports": [ "name", "sponsors", "materials", "location", "stages" ], "evidence": "explicit", "locator": "First and Last Mile Fund: Wicheeda entry", "note": null } ], "notes": "The backgrounder gives the entry's location as Vancouver; the funded transmission line and road serve the mine site." }, { "id": "prj-de-altmark-lithium-extraction", "name": "ALE - Altmark Lithium Extraction", "sponsorOrgIds": [ "org-neptune-energy-innovations" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (3)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 3", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "prj-de-amg-bitterfeld-lithium-hub", "name": "European Lithium Refining and Recycling Hub Bitterfeld: from primary raw materials via recycling to critical solid state battery components", "sponsorOrgIds": [ "org-amg-lithium" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (17)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 17", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "prj-de-eu-best-strat", "name": "EU BEST STRAT: Battery Economical Sustainable (Recycling-) Technology", "sponsorOrgIds": [ "org-cylib-production-i" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "bauxite/alumina/aluminium", "copper", "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (16)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 16", "note": null } ], "notes": null }, { "id": "prj-de-hypromag", "name": "HyProMag GmbH", "sponsorOrgIds": [ "org-hypromag-gmbh" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (20)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 20", "note": null } ], "notes": null }, { "id": "prj-de-pbt-pcam-plant", "name": "Pure Battery Technologies pCAM plant Europe", "sponsorOrgIds": [ "org-pure-battery-technologies" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (29)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 29", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "prj-de-prohipersi", "name": "ProHiPerSi", "sponsorOrgIds": [ "org-pcc-thorion" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (34)", "note": "A substitution project: it \"aims to contribute to the substitution of graphite (battery grade)\", so it supplies no graphite and no supply-chain stage is coded. The decision's address for the promoter gives no country, so none is recorded for the organization." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 34", "note": null } ], "notes": "A substitution project: it \"aims to contribute to the substitution of graphite (battery grade)\", so it supplies no graphite and no supply-chain stage is coded. The decision's address for the promoter gives no country, so none is recorded for the organization." }, { "id": "prj-de-zinnwald-lithium", "name": "Zinnwald Lithium Project", "sponsorOrgIds": [ "org-zinnwald-lithium-plc" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (46)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 46", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "prj-ee-co2graphite", "name": "CO2Graphite", "sponsorOrgIds": [ "org-up-catalyst" ], "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (11)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 11", "note": null } ], "notes": null }, { "id": "prj-ee-neo-rare-earth-magnet-project", "name": "Neo Performance's rare earths magnet project in Estonia", "sponsorOrgIds": [ "org-neo-performance" ], "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "component_manufacturing" ], "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "name", "sponsors", "location" ], "evidence": "explicit", "locator": "Section 2.1", "note": null }, { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Section 2.1", "note": "\"Rare earths magnet project\": read as rare-earth permanent-magnet manufacturing; the Communication does not say which magnet type." } ], "notes": null }, { "id": "prj-ee-silmet-2-0", "name": "Silmet 2.0", "sponsorOrgIds": [ "org-npm-silmet-ou" ], "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "processing" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (35)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 35", "note": null } ], "notes": null }, { "id": "prj-es-el-moto", "name": "Mining Project El Moto", "sponsorOrgIds": [ "org-abenojar-tungsten" ], "locations": [ { "countryCode": "ES", "subnational": null, "asStated": "Spain" } ], "stages": [ "mining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (27)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 27", "note": null } ], "notes": null }, { "id": "prj-es-eu-apt-tungsten-plant", "name": "EU APT Tungsten Plant", "sponsorOrgIds": [ "org-abenojar-tungsten" ], "locations": [ { "countryCode": "ES", "subnational": null, "asStated": "Spain" } ], "stages": [ "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (5)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 5", "note": null } ], "notes": null }, { "id": "prj-es-p6-metals", "name": "P6 Metals", "sponsorOrgIds": [ "org-iberian-resources-spain" ], "locations": [ { "countryCode": "ES", "subnational": null, "asStated": "Spain" } ], "stages": [ "mining", "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (30)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 30", "note": null } ], "notes": null }, { "id": "prj-fi-coniko", "name": "CoNiKo - Cobalt and Nickel refining in Kokkola", "sponsorOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "processing" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (10)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 10", "note": null } ], "notes": "The annex calls CoNiKo a processing project; its name says refining. Processing is coded, following the annex." }, { "id": "prj-fi-fortum-hydromet", "name": "Project Fortum Hydromet", "sponsorOrgIds": [ "org-fortum-battery-recycling" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "lithium (battery grade)", "copper" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (35)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 35", "note": null } ], "notes": null }, { "id": "prj-fi-hautalampi", "name": "Hautalampi Cobalt-Nickel-Copper Mine Project", "sponsorOrgIds": [ "org-finncobalt" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (19)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 19", "note": null } ], "notes": null }, { "id": "prj-fi-hycamite", "name": "Hycamite TCD Technologies Ltd", "sponsorOrgIds": [ "org-hycamite" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (16)", "note": "The annex names the project after its promoter." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 16", "note": null } ], "notes": "The annex names the project after its promoter." }, { "id": "prj-fi-keliber-lithium", "name": "KELIBER LITHIUM", "sponsorOrgIds": [ "org-keliber-oy", "org-keliber-technology-oy" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining", "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Entry (19)", "note": "The annex states that KELIBER LITHIUM is an ongoing integrated extraction and processing project in Finland for lithium (battery grade)." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 19", "note": "The Commission decision names Keliber Technology Oy as promoter." }, { "sourceId": "src-eib-keliber-project-20170804", "supports": [ "stages", "materials", "sponsors" ], "evidence": "explicit", "locator": "Project description", "note": "EIB describes mines, a concentrator and a hydrometallurgical plant producing battery-grade lithium hydroxide. The EIB project summary lists Keliber Oy as project promoter, distinct from the EU CRMA Commission's Keliber Technology Oy promoter and the signed loan's Keliber Technology Oy borrower." } ], "notes": "The EIB project summary names Keliber Oy as project promoter, while the EU CRMA Strategic Project designation names Keliber Technology Oy as promoter; these source-specific roles are not collapsed. The executed €150M EIB facility names Keliber Technology Oy as borrower and Keliber Oy as an original guarantor. Both names remain distinct organizations." }, { "id": "prj-fi-sokli", "name": "Sokli", "sponsorOrgIds": [ "org-sokli-oy" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (37)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 37", "note": null } ], "notes": null }, { "id": "prj-fi-suhanko", "name": "Suhanko project", "sponsorOrgIds": [ "org-suhanko-arctic-platinum" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining" ], "materialIds": [ "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "platinum group metals" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (39)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 39", "note": null } ], "notes": null }, { "id": "prj-fr-bam4ever", "name": "BAM4EVER (Phase I&II)", "sponsorOrgIds": [ "org-tokai-cobex-savoie" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (4)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 4", "note": null } ], "notes": null }, { "id": "prj-fr-brees", "name": "BREES (Best Rare Earth Element Separation)", "sponsorOrgIds": [ "org-rhodia-operations" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (7)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 7", "note": null } ], "notes": "The annex calls BREES a recycling project; its name (Best Rare Earth Element Separation) says separation. Stages follow the annex type, so only recycling is coded. Adding separation from the project name would match the 2025 Pulawy record; that is a reviewer decision (stage rule)." }, { "id": "prj-fr-caremag", "name": "CAREMAG", "sponsorOrgIds": [ "org-caremag" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "boron (metallurgy grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (7)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 7", "note": null } ], "notes": null }, { "id": "prj-fr-emme", "name": "EMME", "sponsorOrgIds": [ "org-emme" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (13)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 13", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "prj-fr-gallicam", "name": "GALLICAM", "sponsorOrgIds": [ "org-sibanye-stillwater-sandouville" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "lithium (battery grade)", "manganese (battery grade)", "copper" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (15)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 15", "note": null } ], "notes": null }, { "id": "prj-fr-lithium-de-france", "name": "Lithium de France", "sponsorOrgIds": [ "org-lithium-de-france" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (21)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 21", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "prj-fr-magfactory", "name": "MagFactory", "sponsorOrgIds": [ "org-magreesource" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (25)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 25", "note": null } ], "notes": null }, { "id": "prj-fr-neomat-pcam", "name": "NEOMAT-PCAM", "sponsorOrgIds": [ "org-neomat-pcam" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (24)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 24", "note": null } ], "notes": null }, { "id": "prj-fr-ngc-graphite", "name": "European Initiative for Strategic and Sustainable Graphite Production", "sponsorOrgIds": [ "org-ngc-battery-materials" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" }, { "countryCode": "NA", "subnational": null, "asStated": "Namibia" }, { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (13)", "note": "A processing project in France, Namibia and Germany: the one EU-list project with a component outside the Union." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 13", "note": null } ], "notes": "A processing project in France, Namibia and Germany: the one EU-list project with a component outside the Union." }, { "id": "prj-fr-orano-hydrometallurgy", "name": "Hydrometallurgy", "sponsorOrgIds": [ "org-orano-batteries" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "lithium (battery grade)", "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (17)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 17", "note": null } ], "notes": null }, { "id": "prj-gb-hemerdon", "name": "Hemerdon tungsten and tin mine", "sponsorOrgIds": [ "org-tungsten-west" ], "locations": [ { "countryCode": "GB", "subnational": "Devon", "asStated": "the Hemerdon tungsten and tin mine in Devon ... on the outskirts of Plymouth" } ], "stages": [ "mining", "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "tin" ], "evidence": [ { "sourceId": "src-nwf-tungsten-west-2026", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "First bullet point; second and third paragraphs", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors", "location" ], "evidence": "explicit", "locator": "Article 2, row 12", "note": "The decision names the Strategic Project \"Tungsten West\" and gives its promoter's address as \"Hemerdon Mine (Drakelands), PL7 5BS, Devon, United Kingdom\"; the annex lists it as an extraction project in the United Kingdom contributing to the supply of tungsten." } ], "notes": null }, { "id": "prj-gr-baux-eu-gallant-leader", "name": "BAUX-EU, GALLANT and LEADER project", "sponsorOrgIds": [ "org-european-bauxites", "org-metlen" ], "locations": [ { "countryCode": "GR", "subnational": null, "asStated": "Greece" } ], "stages": [ "mining", "processing" ], "materialIds": [ "gallium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "bauxite/alumina/aluminium" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (6)", "note": "An integrated project of one extraction component (BAUX-EU) and two processing components (GALLENT and LEADER, the annex's own two spellings of the second name)." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, rows 6a, 6b", "note": null } ], "notes": "An integrated project of one extraction component (BAUX-EU) and two processing components (GALLENT and LEADER, the annex's own two spellings of the second name)." }, { "id": "prj-it-alkeemia-puregraph", "name": "Alkeemia PureGraph", "sponsorOrgIds": [ "org-alkeemia" ], "locations": [ { "countryCode": "IT", "subnational": null, "asStated": "Italy" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (4)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 4", "note": null } ], "notes": null }, { "id": "prj-it-inspiree", "name": "LIFE22-ENV-IT-INSPIREE", "sponsorOrgIds": [ "org-itelyum-regeneration" ], "locations": [ { "countryCode": "IT", "subnational": null, "asStated": "Italy" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (22)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 22", "note": null } ], "notes": null }, { "id": "prj-it-rew-ita-green-hub", "name": "REW-ITA green HUB: Recovery of Wolfram: Italian Technology Advanced green Hub", "sponsorOrgIds": [ "org-omcd-tek-hub" ], "locations": [ { "countryCode": "IT", "subnational": null, "asStated": "Italy" } ], "stages": [ "recycling" ], "materialIds": [ "cobalt", "tungsten" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (33)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 33", "note": null } ], "notes": null }, { "id": "prj-jp-almt-tungsten", "name": "Allied Material tungsten reduction and carburisation facilities", "sponsorOrgIds": [ "org-allied-material" ], "locations": [ { "countryCode": "JP", "subnational": "Toyama", "asStated": "富山製作所から約1kmの場所" } ], "stages": [ "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "sponsors", "materials" ], "evidence": "explicit", "locator": "Section 4, plan ２０２５重要鉱物第２号－１", "note": "\"タングステンの還元及び炭化設備を新設し、タングステン粉末及び炭化タングステン粉末の生産能力を向上させる。\"" }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２５重要鉱物第２号－１", "note": "還元及び炭化 (reduction and carburisation) into tungsten and tungsten carbide powder is read as processing." }, { "sourceId": "src-allied-tungsten-expansion-20260409", "supports": [ "location" ], "evidence": "explicit", "locator": "Page 1, new-site paragraph", "note": "A site of approximately 40,000 square metres was secured about 1 km from the recipient's Toyama Works for the new powder plant." } ], "notes": "METI's certified-plan list does not state a location. The recipient's 9 April 2026 release identifies a new site about 1 km from Toyama Works. Site secured does not establish construction commencement, ownership of the land, or operation." }, { "id": "prj-jp-japan-new-metals-tungsten", "name": "Japan New Metals tungsten hydrometallurgical refining facilities in Japan", "sponsorOrgIds": [ "org-japan-new-metals" ], "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "sponsors", "materials", "location" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第３号－１", "note": "\"日本国内に、タングステンの湿式精錬設備を増強し、国内安定供給体制を強化する。\"" }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第３号－１", "note": "湿式精錬 (hydrometallurgical refining) is coded as refining." } ], "notes": null }, { "id": "prj-jp-santoku-rare-earth", "name": "Santoku rare earth smelting facilities in Japan", "sponsorOrgIds": [ "org-santoku" ], "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "sponsors", "materials", "location" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第２号－１", "note": "\"日本国内に、製錬設備を新設することで、レアアースの生産を増強する。\"" }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第２号－１", "note": "製錬 (smelting and refining) is read as refining; the list does not say whether separation is included." } ], "notes": null }, { "id": "prj-jp-shin-etsu-rare-earth", "name": "Shin-Etsu Chemical rare earth smelting facilities in Japan", "sponsorOrgIds": [ "org-shin-etsu-chemical" ], "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "sponsors", "materials", "location" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第１号－１", "note": "\"日本国内に、製錬設備を新設することで、レアアースの生産を増強する。\"" }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第１号－１", "note": "製錬 (smelting and refining) is read as refining; the list does not say whether separation is included." } ], "notes": null }, { "id": "prj-kz-sarytogan", "name": "Sarytogan Graphite Project", "sponsorOrgIds": [ "org-sarytogan" ], "locations": [ { "countryCode": "KZ", "subnational": null, "asStated": "Kazakhstan" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (10)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 10", "note": null } ], "notes": null }, { "id": "prj-lynas-hre-separation", "name": "Lynas heavy rare earth separation commencement", "sponsorOrgIds": [ "org-lynas" ], "locations": [], "stages": [ "separation" ], "materialIds": [ "rare-earth-elements", "dysprosium", "terbium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "name", "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "First paragraph; heavy rare earth supply paragraphs", "note": "JOGMEC says the growth plan includes commencement of heavy rare earth separation and names dysprosium and terbium in the associated HRE supply arrangement. The release does not state a project site." } ], "notes": "One component of the unsplit Lynas growth plan financed by JARE's AUD 200 million equity subscription; no amount is allocated to this project." }, { "id": "prj-lynas-lre-capacity-expansion", "name": "Lynas light rare earth production capacity expansion", "sponsorOrgIds": [ "org-lynas" ], "locations": [], "stages": [], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-jogmec-lynas", "supports": [ "name", "sponsors", "materials" ], "evidence": "explicit", "locator": "First paragraph", "note": "JOGMEC says the AUD 200 million contribution is used for Lynas' mid-term growth plan, including expansion of light rare earth production capacity. The release does not state a project site or a supply-chain stage precise enough to code." } ], "notes": "One component of the unsplit Lynas growth plan financed by JARE's AUD 200 million equity subscription; no amount is allocated to this project." }, { "id": "prj-mg-maniry", "name": "Maniry Graphite Mine Project", "sponsorOrgIds": [ "org-evion" ], "locations": [ { "countryCode": "MG", "subnational": null, "asStated": "Madagascar" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (7)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 7", "note": null } ], "notes": null }, { "id": "prj-mw-songwe-hill", "name": "Songwe Hill Rare Earths", "sponsorOrgIds": [ "org-mkango-resources" ], "locations": [ { "countryCode": "MW", "subnational": null, "asStated": "Malawi" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (11)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 36", "note": null } ], "notes": null }, { "id": "prj-na-lofdal", "name": "Lofdal heavy rare earth development project", "sponsorOrgIds": [ "org-jp-jogmec", "org-tj-namibia-rare-earths", "org-toyota-tsusho" ], "locations": [ { "countryCode": "NA", "subnational": "Kunene Region", "asStated": "the Lofdal area of the Kunene Region, Republic of Namibia" } ], "stages": [ "exploration", "mining" ], "materialIds": [ "rare-earth-elements", "dysprosium", "terbium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-jogmec-lofdal-en", "supports": [ "name", "sponsors", "location", "materials" ], "evidence": "explicit", "locator": "First to third paragraphs", "note": "\"JOGMEC ... and Toyota Tsusho ... are currently advancing a heavy rare earth development project\"; TJ is \"a special purpose company to carry out the project\"." }, { "sourceId": "src-jogmec-lofdal-ja", "supports": [ "stages" ], "evidence": "explicit", "locator": "Title", "note": "レアアース探査・開発事業 (rare earth exploration and development)." }, { "sourceId": "src-ncmi-lofdal-jv-20260730", "supports": [ "name", "sponsors" ], "evidence": "explicit", "locator": "Page 1, opening transaction and investment paragraphs", "note": "The project company identifies Lofdal, JOGMEC, Toyota Tsusho and the newly established TJNREC. Its 50% participating-interest transfer is expressly subject to prior shareholder and TSX Venture Exchange approval; the release reports ongoing definitive-feasibility work rather than construction." }, { "sourceId": "src-ncmi-lofdal-jv-update-20260831", "supports": [ "name", "sponsors" ], "evidence": "explicit", "locator": "Page 1, opening transaction-update paragraphs", "note": "The named partners continue to seek shareholder consent and regulatory approvals to implement the project-interest transaction; no completed transfer is asserted." } ], "notes": "The 30 July 2026 recipient release reports ongoing definitive-feasibility execution, including pilot-scale metallurgy, mineral separation testwork, engineering, environmental permitting and mine development planning. The original DFS start date is not stated. The 31 August 2026 update says implementation of the underlying project-interest transaction still requires shareholder consent and regulatory approvals, including final TSX Venture Exchange approval. A completed earn-in expenditure requirement is distinct from completion of that conditional interest transfer, and from JOGMEC's initial investment in TJ. Review on 3 October 2026 did not establish commercial mine construction, operation or a completed final investment decision." }, { "id": "prj-nl-back-to-battery-black-mass", "name": "Enabling CRM production in Europe by recovering CRM from end-of-life batteries: A scalable battery black mass refining process that extracts critical raw materials from all types of Li-ion batteries in an environmental friendly way.", "sponsorOrgIds": [ "org-back-to-battery" ], "locations": [ { "countryCode": "NL", "subnational": null, "asStated": "Netherlands" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (38)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 38", "note": null } ], "notes": null }, { "id": "prj-nl-urban-mining-factory-pcb", "name": "Urban Mining Factory - Printed Circuit Boards", "sponsorOrgIds": [ "org-critical-circular-industries" ], "locations": [ { "countryCode": "NL", "subnational": null, "asStated": "Netherlands" } ], "stages": [ "recycling" ], "materialIds": [ "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "bauxite/alumina/aluminium", "copper" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (43)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 43", "note": null } ], "notes": null }, { "id": "prj-no-greenroc-norgraph", "name": "Norgraph a/s and Greenland Graphite a/s", "sponsorOrgIds": [ "org-greenroc" ], "locations": [ { "countryCode": "NO", "subnational": null, "asStated": "Norway" }, { "countryCode": "GL", "subnational": null, "asStated": "Greenland" } ], "stages": [ "mining", "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (3)", "note": "Processing in Norway (Norgraph a/s) and extraction in Greenland (Greenland Graphite a/s); Greenland is an overseas country or territory, not part of the EU." }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 3", "note": null } ], "notes": "Processing in Norway (Norgraph a/s) and extraction in Greenland (Greenland Graphite a/s); Greenland is an overseas country or territory, not part of the EU." }, { "id": "prj-pl-kghm-integrated-recycling-smelter", "name": "Integrated Recycling Smelter", "sponsorOrgIds": [ "org-kghm-polska-miedz" ], "locations": [ { "countryCode": "PL", "subnational": null, "asStated": "Poland" } ], "stages": [ "recycling" ], "materialIds": [ "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (30)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 30", "note": null } ], "notes": null }, { "id": "prj-pl-pulawy", "name": "Pulawy Rare Earths Separation Plant", "sponsorOrgIds": [ "org-mkango-resources" ], "locations": [ { "countryCode": "PL", "subnational": null, "asStated": "Poland" } ], "stages": [ "processing", "separation" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Entry (36)", "note": null }, { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Entry (36)", "note": "The annex calls it a processing project; the project's own name states separation, so both stages are coded." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 36", "note": null } ], "notes": "The annex calls it a processing project; the project's own name states separation, so both stages are coded." }, { "id": "prj-pl-tdm-urban-mining", "name": "Urban mining", "sponsorOrgIds": [ "org-tdm-electronics" ], "locations": [ { "countryCode": "PL", "subnational": null, "asStated": "Poland" } ], "stages": [ "recycling" ], "materialIds": [ "germanium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "bauxite/alumina/aluminium", "platinum group metals" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (42)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 42", "note": null } ], "notes": null }, { "id": "prj-pt-borralha", "name": "BORRALHA MINING PROJECT", "sponsorOrgIds": [ "org-mineralia" ], "locations": [ { "countryCode": "PT", "subnational": null, "asStated": "Portugal" } ], "stages": [ "mining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (6)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 6", "note": null } ], "notes": null }, { "id": "prj-ro-racari-battery-recycling", "name": "Establishment of electric battery recycling capacity, Racari city, Dambovita county", "sponsorOrgIds": [ "org-eco-life-style" ], "locations": [ { "countryCode": "RO", "subnational": null, "asStated": "Romania" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (14)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 14", "note": null } ], "notes": null }, { "id": "prj-ro-salrom-baia-de-fier", "name": "SALROM Baia de Fier", "sponsorOrgIds": [ "org-salrom" ], "locations": [ { "countryCode": "RO", "subnational": null, "asStated": "Romania" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (43)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 43", "note": null } ], "notes": null }, { "id": "prj-se-northcycle", "name": "NorthCYCLE", "sponsorOrgIds": [ "org-northvolt-revolt" ], "locations": [ { "countryCode": "SE", "subnational": null, "asStated": "Sweden" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)", "lithium (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (28)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 28", "note": null } ], "notes": null }, { "id": "prj-se-reemap", "name": "ReeMAP Project: Malmberget, Per Geijer and Lulea Industrial Park", "sponsorOrgIds": [ "org-lkab" ], "locations": [ { "countryCode": "SE", "subnational": null, "asStated": "Sweden" } ], "stages": [ "mining", "processing" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (38)", "note": "An integrated project of two extraction components (Malmberget and Per Geijer) and one processing component (Luleå Industrial Park)." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 38", "note": null } ], "notes": "An integrated project of two extraction components (Malmberget and Per Geijer) and one processing component (Luleå Industrial Park)." }, { "id": "prj-se-talga-graphite-one", "name": "Talga Natural Graphite ONE", "sponsorOrgIds": [ "org-talga" ], "locations": [ { "countryCode": "SE", "subnational": null, "asStated": "Sweden" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (44)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 44", "note": null } ], "notes": null }, { "id": "prj-sk-garefine", "name": "GaRefine - Gallium Recycling & Refining for Europe", "sponsorOrgIds": [ "org-cmk-sro" ], "locations": [ { "countryCode": "SK", "subnational": null, "asStated": "Slovakia" } ], "stages": [ "recycling" ], "materialIds": [ "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (18)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 18", "note": null } ], "notes": null }, { "id": "prj-ua-balakhivka", "name": "Balakhivka Graphite Deposit", "sponsorOrgIds": [ "org-pobuzhzhyas-development" ], "locations": [ { "countryCode": "UA", "subnational": null, "asStated": "Ukraine" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (1)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 1", "note": null } ], "notes": null }, { "id": "prj-us-5n-st-george-germanium-refining", "name": "St. George germanium recovery and refining expansion", "sponsorOrgIds": [ "org-5n-plus" ], "locations": [ { "countryCode": "US", "subnational": "Utah", "asStated": "St. George, Utah" } ], "stages": [ "recycling", "refining" ], "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dow-5n-germanium-2026", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Opening and capacity paragraphs", "note": "The release describes expansion of germanium-metal zone refining and sourcing from underutilized domestic sources." }, { "sourceId": "src-5n-germanium-2026", "supports": [ "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Opening and capacity paragraphs", "note": "5N+ describes recycling and refining germanium from industrial residues and mining by-products." }, { "sourceId": "src-5n-mda-q4-2025", "supports": [ "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Page 4, sentence beginning 'In early 2026, the Company announced'", "note": "Recipient disclosure of the US$18.1M grant for germanium recycling and refining capacity. It does not name St. George." }, { "sourceId": "src-5n-sustainability-2025", "supports": [ "location", "stages", "materials" ], "evidence": "explicit", "locator": "Page 42, Waste Management, 'Driving Circularity Through Germanium Recovery'", "note": "Recipient publication describing a planned expansion of germanium recovery and recycling at St. George, supported by a U.S. government award, over the next four years. It states no stage beyond planned." } ], "notes": "A distinct DPA-funded scope from the 2024 substrate-capacity award, although both occur at the same St. George facility." }, { "id": "prj-us-5n-st-george-germanium-substrates", "name": "St. George space-qualified germanium substrate capacity expansion", "sponsorOrgIds": [ "org-5n-plus-semiconductors" ], "locations": [ { "countryCode": "US", "subnational": "Utah", "asStated": "St. George, Utah" } ], "stages": [ "refining", "component_manufacturing" ], "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dod-5n-germanium-2024", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Award and technical-effort paragraphs", "note": "DoD describes germanium-substrate manufacturing expansion plus sourcing, recovery and refining improvements at St. George." }, { "sourceId": "src-5n-germanium-2024", "supports": [ "sponsors", "location", "materials" ], "evidence": "explicit", "locator": "Opening and project-description paragraphs", "note": null }, { "sourceId": "src-5n-mda-q1-2024", "supports": [ "location", "materials", "sponsors" ], "evidence": "explicit", "locator": "Page 4, paragraph beginning 'Subsequent to quarter end, the Company also announced'", "note": "Recipient disclosure placing the supported production facility at St. George, Utah and describing its germanium substrates." }, { "sourceId": "src-usaspending-fa86502425501", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Award Summary: Recipient; Place of Performance", "note": "The recipient is 5N PLUS SEMICONDUCTORS LLC at a Saint George, Utah address. The place of performance reads multi-state, so the record alone does not place the project at the facility." } ], "notes": "The project spans upstream material preparation/refining and production of space-qualified germanium wafers/substrates; the award does not allocate money by stage." }, { "id": "prj-us-estelle-antimony", "name": "Estelle Gold and Critical Minerals Project — integrated antimony supply chain", "sponsorOrgIds": [ "org-alaska-range-resources" ], "locations": [ { "countryCode": "US", "subnational": "Alaska", "asStated": "Estelle Project in Alaska" }, { "countryCode": "US", "subnational": "Alaska", "asStated": "Port MacKenzie" } ], "stages": [ "mining", "processing", "refining" ], "materialIds": [ "antimony" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "gold" ], "evidence": [ { "sourceId": "src-dow-arr-antimony-2025", "supports": [ "name", "stages", "materials", "location" ], "evidence": "explicit", "locator": "Award scope paragraphs", "note": "The award covers stibnite extraction, concentration and refining at the Estelle/Stibium initiative." }, { "sourceId": "src-nova-arr-h1-2026", "supports": [ "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "U.S. Department of War Grant; Refinery & Equipment Procurement", "note": "The filing identifies ARR as the award recipient and Port MacKenzie as the proposed antimony refinery location." } ], "notes": "The underlying Estelle development also contains gold; this record represents the antimony supply-chain undertaking funded by the DPA award." }, { "id": "prj-us-inl-antimony-pilot", "name": "INL antimony sulfide modular pilot plant", "sponsorOrgIds": [], "locations": [ { "countryCode": "US", "subnational": "Idaho", "asStated": "Idaho Falls, Idaho" } ], "stages": [ "processing" ], "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-us-army-antimony-pilot-2026", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "Army article describes the prototype processing facility at INL and its antimony-sulfide demonstration role." } ], "notes": "Prototype processing capability using samples from the Stibnite Gold Project; separate from the mine project itself." }, { "id": "prj-us-mountain-pass-samarium", "name": "Mountain Pass heavy rare earth separation expansion (Samarium Project)", "sponsorOrgIds": [ "org-mp-materials" ], "locations": [ { "countryCode": "US", "subnational": "California", "asStated": "the Mountain Pass Rare Earth Mine and Processing Facility located near Mountain Pass, San Bernardino County, California" } ], "stages": [ "separation" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Item 1.01, Transaction Agreement paragraphs", "note": "\"expand heavy rare earth elements (“HREE”) refining capacity at the Mountain Pass Rare Earth Mine and Processing Facility ... which ... will include separation of samarium oxide\"" } ], "notes": "Samarium is a rare earth element; it has no material record of its own and is covered by the rare-earth-elements record." }, { "id": "prj-us-mp-10x-facility", "name": "10X Facility", "sponsorOrgIds": [ "org-mp-10x-development", "org-mp-materials" ], "locations": [ { "countryCode": "US", "subnational": "Texas", "asStated": "a 120-acre site in Northlake, Texas" } ], "stages": [ "component_manufacturing" ], "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "Item 1.01, overview and Transaction Agreement paragraphs", "note": "\"the Company’s construction of its second domestic magnet manufacturing facility (the “10X Facility”)\"; built \"to produce sintered Neodymium-iron boron (NdFeB) permanent magnet blocks and / or other finished magnets\"." }, { "sourceId": "src-mp-10q-2026-q2", "supports": [ "location" ], "evidence": "explicit", "locator": "Note 1; note on property, plant and equipment", "note": "The site was bought in April 2026; the July 2025 filing gave only \"a soon-to-be-chosen location\"." } ], "notes": "The July 2025 filing and release gave the site as \"a soon-to-be-chosen location\"; MP's 10-Q for the quarter to 30 June 2026 places it in Northlake, Texas." }, { "id": "prj-us-mp-independence-expansion", "name": "Independence Facility capacity expansion", "sponsorOrgIds": [ "org-mp-materials" ], "locations": [ { "countryCode": "US", "subnational": "Texas", "asStated": "the Company’s Independence Facility located in Fort Worth, Texas" } ], "stages": [ "component_manufacturing" ], "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Item 1.01, Transaction Agreement definitions and Facility Improvements", "note": "The filing defines the Independence Facility in Fort Worth, Texas and requires expansion of its rare-earth metal, alloy and permanent-magnet manufacturing capacity to a projected 3,000 tons of magnets annually." } ], "notes": "The $600 million company-cash undertaking also supports other MP projects and is associated with this project without a project-specific allocation." }, { "id": "prj-us-mp-mountain-pass-hcl-facilities", "name": "Mountain Pass hydrochloric acid facilities development and recommissioning", "sponsorOrgIds": [ "org-mp-materials" ], "locations": [ { "countryCode": "US", "subnational": "California", "asStated": "the Mountain Pass Rare Earth Mine and Processing Facility located near Mountain Pass, San Bernardino County, California" } ], "stages": [], "materialIds": [], "materialAttribution": "not_stated", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dod-mp-transaction-agreement-2025", "supports": [ "name", "sponsors", "location" ], "evidence": "explicit", "locator": "Item 1.01, Transaction Agreement definitions and Facility Improvements", "note": "The filing identifies development, construction and/or recommissioning of hydrochloric acid facilities at the Mountain Pass Facility as one Facility Improvement. No tracked strategic material or supply-chain stage is assigned to the reagent infrastructure itself." } ], "notes": "Enabling infrastructure within the wider MP funding package. It is deliberately left without a tracked material or supply-chain stage rather than treating hydrochloric acid infrastructure as a rare-earth project." }, { "id": "prj-us-rhyolite-ridge-processing", "name": "Rhyolite Ridge on-site lithium processing facilities", "sponsorOrgIds": [ "org-ioneer-rhyolite-ridge-llc", "org-ioneer-ltd" ], "locations": [ { "countryCode": "US", "subnational": "Nevada", "asStated": "Esmeralda County, Nevada" } ], "stages": [ "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "boron" ], "evidence": [ { "sourceId": "src-doe-ioneer-rhyolite-2025-close", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Paragraphs 1–2: named project recipient, lithium-carbonate processing and Nevada site", "note": "Named project is integrated lithium-boron mine but financed portion is the on-site lithium processing plant and related infrastructure." }, { "sourceId": "src-doe-rhyolite-nepa-0565", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Project summary paragraphs 1–2, DOE/EIS-0565", "note": "Loan financing scope includes lithium processing plant, sulfuric-acid unit and associated infrastructure, specifically excluding open-pit mine." }, { "sourceId": "src-sec-ioneer-rhyolite-q2-2026", "supports": [ "sponsors", "stages", "materials" ], "evidence": "explicit", "locator": "June 2026 Quarterly Activities, project description and Engineering section", "note": "Pre-FID engineering for lithium-carbonate circuit; boron is a separate co-product of the wider Rhyolite Ridge venture, not allocated a known slice of the DOE guarantee." } ], "notes": "DOE-guaranteed finance supports on-site lithium processing and ancillary sulfuric-acid/support facilities, not open-pit mining. The broader Rhyolite Ridge project co-produces boron, which is not tracked as a material in this SMPT registry and receives no distinct allocated dollar amount here. As of 30 June 2026, issuer states no development or production activity this quarter, and FID/construction not yet achieved. Ioneer Ltd is the separately registered Australian-listed corporate developer; the loan guarantee names the U.S. project entity as direct recipient, not the parent." }, { "id": "prj-us-stibnite", "name": "Stibnite Gold Project", "sponsorOrgIds": [], "locations": [ { "countryCode": "US", "subnational": "Idaho", "asStated": "central Idaho" } ], "stages": [ "mining", "processing" ], "materialIds": [ "antimony" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "gold", "silver" ], "evidence": [ { "sourceId": "src-dod-perpetua-dpa-2022", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "Opening paragraphs", "note": "DoD names the Stibnite-Gold Project in central Idaho and identifies antimony trisulfide as the defense-relevant output." }, { "sourceId": "src-perpetua-sec-2026-q2", "supports": [ "stages" ], "evidence": "explicit", "locator": "Project financing and 2026 outlook sections", "note": "The filing describes development of the mine project and the processing plant as part of the approved project scope." } ], "notes": "A gold-antimony-silver development; only antimony is tracked as a material in SMPT." }, { "id": "prj-us-thacker-pass-phase1-processing", "name": "Thacker Pass Phase 1 lithium-carbonate processing facilities", "sponsorOrgIds": [ "org-lithium-nevada-llc" ], "locations": [ { "countryCode": "US", "subnational": "Nevada", "asStated": "Thacker Pass, Humboldt County, Nevada" } ], "stages": [ "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-doe-thacker-pass-2024", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Project summary and project statistics", "note": "DOE names Lithium Nevada Corp. and describes lithium-carbonate processing facilities at Thacker Pass." }, { "sourceId": "src-doe-thacker-pass-nepa-2024", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Summary: subject of DOE loan is mine processing facilities and associated infrastructure, not development and operation of open-pit mine", "note": "Determines funded physical scope, narrower than the full Thacker Pass mine development." }, { "sourceId": "src-sec-lac-thacker-q2-2026", "supports": [ "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "MD&A, Thacker Pass overview and Q2 construction highlights", "note": "Lithium Nevada LLC owns Thacker Pass through the joint venture; its parent group describes active construction of Phase 1 processing plant and associated infrastructure." } ], "notes": "This registry project represents the DOE-loan-financed Phase 1 lithium processing plant, sulfuric-acid facility and related infrastructure, not the open-pit mine development. The wider Thacker Pass mine/JV is not automatically allocated the DOE $2.23B facility. June 2026 SEC report evidences ongoing construction, not commissioning or operational lithium carbonate production." }, { "id": "prj-us-usac-alaska-antimony-feedstock", "name": "US Antimony Alaska antimony mining and feedstock development", "sponsorOrgIds": [ "org-us-antimony" ], "locations": [ { "countryCode": "US", "subnational": "Alaska", "asStated": "Alaska" } ], "stages": [ "mining" ], "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dow-usac-antimony-2026", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Award scope: Alaska mining and feedstock paragraphs", "note": "DoW identifies USAC as recipient and Alaska as the mining/feedstock undertaking, without naming a specific mine." }, { "sourceId": "src-usac-2026-q1-call-sec-exhibit", "supports": [ "name", "location", "materials" ], "evidence": "explicit", "locator": "CEO response to Jonathan Miller, Q&A: $27M award allocation", "note": "Company states $7M is for Alaska but does not identify a site or establish payment." } ], "notes": "Scoped to the Alaska antimony feedstock undertaking funded by the DPA Title III award. No source reviewed links this allocation to a specifically named Alaska mine; the $7M portion is not stated to have been disbursed." }, { "id": "prj-us-usac-thompson-falls-expansion", "name": "Thompson Falls antimony processing and refining expansion", "sponsorOrgIds": [ "org-us-antimony" ], "locations": [ { "countryCode": "US", "subnational": "Montana", "asStated": "Thompson Falls, Montana" } ], "stages": [ "processing", "refining" ], "materialIds": [ "antimony" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-dow-usac-antimony-2026", "supports": [ "name", "sponsors", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Award scope: Thompson Falls facility expansion", "note": "Government identifies expansion of USAC's Montana antimony processing and refining capacity." }, { "sourceId": "src-usac-2026-q1-call-sec-exhibit", "supports": [ "name", "location", "stages", "materials" ], "evidence": "explicit", "locator": "Thompson Falls operational report and CEO's response on $27M award allocation", "note": "Recipient states $20M is for Thompson Falls; this is the allocation, not a claim that all $20M was paid." } ], "notes": "Part of the $27M DoW DPA Title III award. The company allocated $20M to Thompson Falls in its SEC-furnished May 2026 call transcript. The $12.8M first-quarter milestones/payment are not a second award." }, { "id": "prj-us-usar-magnet-project-2", "name": "Magnet Project 2", "sponsorOrgIds": [ "org-usa-rare-earth" ], "locations": [], "stages": [ "component_manufacturing" ], "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "sponsors" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding Agreement (d)", "note": "\"the construction of a new magnet making facility\"" }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Item 1.01 (d)", "note": "A new magnet making facility; the filing does not name the magnet type or the site. NdFeB is read from the company's Stillwater production, not stated for this project." } ], "notes": "The filing does not name the site." }, { "id": "prj-us-usar-metal-project-2", "name": "Metal Project 2", "sponsorOrgIds": [ "org-usa-rare-earth" ], "locations": [], "stages": [ "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "sponsors" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding Agreement (e)", "note": "\"the construction of a new strip casting and metal making facility\"" }, { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Item 1.01 (e)", "note": "A new strip casting and metal making facility; the filing does not name the site. Read as the refining stage." } ], "notes": "The filing does not name the site." }, { "id": "prj-us-usar-round-top", "name": "Round Top Mine Project", "sponsorOrgIds": [ "org-usa-rare-earth" ], "locations": [ { "countryCode": "US", "subnational": "Texas", "asStated": "Sierra Blanca, Texas" } ], "stages": [ "mining", "processing" ], "materialIds": [ "rare-earth-elements", "gallium", "dysprosium", "terbium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "hafnium", "zirconium" ], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "sponsors", "location" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding Agreement (a)", "note": "\"the construction of a rare earth mining and processing facility in Sierra Blanca, Texas\"" }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "Third and fourth paragraphs", "note": "The Commerce release names the 12 minerals the mine will process: yttrium, gallium, dysprosium, terbium, holmium, lutetium, erbium, thulium, ytterbium, gadolinium, hafnium and zirconium. The rare earths among them fall under the grouped material; hafnium and zirconium are untracked." } ], "notes": null }, { "id": "prj-us-usar-stillwater-magnet", "name": "Stillwater Magnet Project", "sponsorOrgIds": [ "org-usa-rare-earth" ], "locations": [ { "countryCode": "US", "subnational": "Oklahoma", "asStated": "Stillwater, Oklahoma" } ], "stages": [ "component_manufacturing" ], "materialIds": [ "ndfeb-magnets" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "sponsors", "location" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding Agreement (b)", "note": "\"the expansion and modernization of the existing magnet making facility located in Stillwater, Oklahoma\"" }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "explicit", "locator": "Third and fourth paragraphs", "note": "The Commerce release says the Stillwater project will increase \"production capacity of NdFeB magnets to 10,000 TPA\"." } ], "notes": null }, { "id": "prj-us-usar-stillwater-metal", "name": "Stillwater Metal Project", "sponsorOrgIds": [ "org-usa-rare-earth" ], "locations": [ { "countryCode": "US", "subnational": "Oklahoma", "asStated": "Stillwater, Oklahoma" } ], "stages": [ "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "sponsors", "location" ], "evidence": "explicit", "locator": "Item 1.01, Direct Funding Agreement (c)", "note": "\"the expansion and modernization of the existing strip casting and metal making facility located in Stillwater, Oklahoma\"" }, { "sourceId": "src-nist-chips-usar-2026", "supports": [ "stages", "materials" ], "evidence": "ambiguous", "locator": "Third and fourth paragraphs", "note": "Strip casting and metal making for rare earth metals and alloys (Commerce release), read as the refining stage." } ], "notes": null }, { "id": "prj-za-zandkopsdrift", "name": "Zandkopsdrift", "sponsorOrgIds": [ "org-frontier-rare-earths" ], "locations": [ { "countryCode": "ZA", "subnational": null, "asStated": "South Africa" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "name", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (13)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "sponsors" ], "evidence": "explicit", "locator": "Article 2, row 13", "note": null } ], "notes": null } ], "programmes": [ { "id": "prg-au-cmf", "name": "Critical Minerals Facility", "nameOriginal": null, "actor": "australia", "kind": "financing_facility", "administeringOrgIds": [], "parentProgrammeId": null, "legalAuthorityAsStated": null, "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "name", "kind", "administrators" ], "evidence": "explicit", "locator": "Paragraph on Reserve funding", "note": "\"the expanded $5 billion Critical Minerals Facility, which provides government-backed loans and equity support for projects\"" } ], "notes": "The release does not name the body that administers the Facility, so none is recorded." }, { "id": "prg-au-cmpti", "name": "Critical Minerals Production Tax Incentive", "nameOriginal": null, "actor": "australia", "kind": "tax_incentive", "administeringOrgIds": [], "parentProgrammeId": null, "legalAuthorityAsStated": "Future Made in Australia (Production Tax Credits and Other Measures) Act 2025, Schedule 2, inserting Division 419 into the Income Tax Assessment Act 1997", "evidence": [ { "sourceId": "src-legislation-au-cmpti-2025", "supports": [ "name", "kind", "administrators", "legal_authority" ], "evidence": "explicit", "locator": "Schedule 2 heading; s 419-5", "note": "\"Schedule 2—Critical minerals production tax incentive\"; a refundable tax offset for registered processing activities." } ], "notes": null }, { "id": "prg-au-cmsr", "name": "Critical Minerals Strategic Reserve", "nameOriginal": null, "actor": "australia", "kind": "strategic_reserve", "administeringOrgIds": [ "org-au-disr" ], "parentProgrammeId": null, "legalAuthorityAsStated": null, "evidence": [ { "sourceId": "src-au-industry-cmsr", "supports": [ "name", "kind", "administrators" ], "evidence": "explicit", "locator": "First and seventh to ninth paragraphs", "note": "\"The Reserve will operate by securing rights to minerals produced in Australia and on-selling those rights\"; \"Future transactions under the Reserve will be led out of the Department of Industry, Science and Resources, in close partnership with Export Finance Australia.\"" } ], "notes": "Export Finance Australia's partnership role is kept in this note; it has no registry record until a cited source states what kind of body it is." }, { "id": "prg-ca-cmrdd", "name": "Critical Minerals Research, Development and Demonstration (CMRDD) program", "nameOriginal": null, "actor": "canada", "kind": "grant_programme", "administeringOrgIds": [ "org-ca-nrcan" ], "parentProgrammeId": "prg-ca-cms", "legalAuthorityAsStated": null, "evidence": [ { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "name", "administrators", "parent" ], "evidence": "explicit", "locator": "Quick facts", "note": "\"Funding for these projects comes from NRCan’s Critical Minerals Research, Development and Demonstration Program (CMRDD). The CMRDD is part of the Canadian Critical Minerals Strategy\"" }, { "sourceId": "src-nrcan-cmrdd-programme", "supports": [ "kind" ], "evidence": "ambiguous", "locator": "\"CMRDD is administered through 2 funding streams\"", "note": "One stream funds federal laboratories' research and development, the other is contribution funding to outside projects. The page does not say here whether contributions are repayable." } ], "notes": null }, { "id": "prg-ca-cms", "name": "Canadian Critical Minerals Strategy (Budget 2022 funding)", "nameOriginal": null, "actor": "canada", "kind": "multi_instrument", "administeringOrgIds": [], "parentProgrammeId": null, "legalAuthorityAsStated": null, "evidence": [ { "sourceId": "src-nrcan-cms-2022", "supports": [ "name", "kind", "administrators" ], "evidence": "explicit", "locator": "Opening paragraph", "note": "\"from geoscience and exploration to mineral processing, manufacturing and recycling applications, including support for research, development and technological deployment\"" }, { "sourceId": "src-nrcan-cmrdd-2024", "supports": [ "name" ], "evidence": "explicit", "locator": "Quick facts", "note": "\"Budget 2022 provided $3.8 billion over eight years to implement the Canadian Critical Minerals Strategy.\"" } ], "notes": null }, { "id": "prg-eu-crma-strategic-projects", "name": "Strategic Projects under the Critical Raw Materials Act", "nameOriginal": null, "actor": "eu", "kind": "designation_scheme", "administeringOrgIds": [ "org-eu-commission" ], "parentProgrammeId": null, "legalAuthorityAsStated": "Regulation (EU) 2024/1252, Article 7(9)", "evidence": [ { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "name", "kind", "administrators", "legal_authority" ], "evidence": "explicit", "locator": "Title; citation of Article 7(9); recitals (1)–(9); Article 1", "note": "The Commission recognises projects for the extraction, processing, recycling or substitution of strategic raw materials as Strategic Projects; recognition confers standing, not money." }, { "sourceId": "src-ec-ip-25-864", "supports": [ "kind" ], "evidence": "explicit", "locator": "Benefits for the selected projects", "note": "\"coordinated support by the Commission, Member States and financial institutions ... notably regarding access to finance and support to connect with relevant off-takers\" and \"streamlined permitting provisions\"." } ], "notes": "Recognition gives priority status, coordinated help with finance and off-takers and, inside the EU, time-limited permitting (27 months for extraction, 15 months for other projects). Any money that follows is recorded as its own financial row. A second call closed on 15 January 2026; Commission Decision C(2026) 8051 of 9 October 2026 recognised 46 further projects in the EU, 26 of which name a tracked material and are recorded as designations; the other 20 are not coded. Lithium is not coded alike across rounds: four March 2025 designations list battery-grade lithium without coding it as lithium, while the October 2026 list codes it as lithium, so cross-round lithium comparisons are not like for like." }, { "id": "prg-eu-resourceeu", "name": "RESourceEU", "nameOriginal": null, "actor": "eu", "kind": "multi_instrument", "administeringOrgIds": [ "org-eu-commission" ], "parentProgrammeId": null, "legalAuthorityAsStated": null, "evidence": [ { "sourceId": "src-ec-resourceeu-com-945", "supports": [ "name", "kind", "administrators" ], "evidence": "explicit", "locator": "Introduction; sections 1–2", "note": "\"RESourceEU mobilises a large spectrum of policy tools as well as private and public actors\": a Critical Raw Materials Centre, a financing hub, joint purchasing, a stockpiling pilot and EU funds, coordinated by the Commission." } ], "notes": "An action plan, not a legal instrument: it adds no legal authority of its own and builds on Regulation (EU) 2024/1252." }, { "id": "prg-in-ncmm", "name": "National Critical Mineral Mission", "nameOriginal": null, "actor": "india", "kind": "multi_instrument", "administeringOrgIds": [], "parentProgrammeId": null, "legalAuthorityAsStated": null, "evidence": [ { "sourceId": "src-pib-ncmm-2025", "supports": [ "name", "kind", "administrators" ], "evidence": "explicit", "locator": "Title and paragraphs 1–4", "note": null } ], "notes": null }, { "id": "prg-jp-espa-critical-minerals-certification", "name": "Certified supply-assurance plans for critical minerals (Economic Security Promotion Act)", "nameOriginal": "重要鉱物に係る認定供給確保計画", "actor": "japan", "kind": "designation_scheme", "administeringOrgIds": [ "org-jp-meti" ], "parentProgrammeId": null, "legalAuthorityAsStated": "経済安全保障推進法 (Economic Security Promotion Act), under METI's 重要鉱物に係る安定供給確保を図るための取組方針", "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "name", "kind", "administrators" ], "evidence": "explicit", "locator": "Sections 1 and 4", "note": "The Minister certifies supply-assurance plans against the critical-minerals policy; certification opens the way to a JOGMEC grant but is not itself money." }, { "sourceId": "src-jogmec-critical-minerals-grants", "supports": [ "legal_authority" ], "evidence": "explicit", "locator": "Programme description", "note": "\"『経済施策を一体的に講ずることによる安全保障の確保の推進に関する法律（経済安全保障推進法）』に基づき\"" } ], "notes": "A plan is certified, not a project; each certified plan is recorded as a designation of the undertaking it describes." }, { "id": "prg-jp-jogmec-critical-minerals-grants", "name": "Critical minerals grant programme (JOGMEC)", "nameOriginal": "重要鉱物助成金交付事業", "actor": "japan", "kind": "grant_programme", "administeringOrgIds": [ "org-jp-jogmec" ], "parentProgrammeId": null, "legalAuthorityAsStated": "経済安全保障推進法; 重要鉱物に係る安定供給確保支援基金事業費助成金交付規程", "evidence": [ { "sourceId": "src-jogmec-critical-minerals-grants", "supports": [ "name", "kind", "administrators", "legal_authority" ], "evidence": "explicit", "locator": "Programme description; related regulations", "note": "\"計画が認定された供給確保事業者に対し、当該取組に係る申請者負担額の1／2の助成金を交付する事業\"" } ], "notes": "Grants half the applicant's cost of a certified undertaking. Rare earths, tungsten, gallium, germanium, antimony and graphite are among the minerals it currently supports." }, { "id": "prg-us-chips-incentives", "name": "CHIPS Incentives Program", "nameOriginal": null, "actor": "us", "kind": "multi_instrument", "administeringOrgIds": [ "org-us-commerce" ], "parentProgrammeId": null, "legalAuthorityAsStated": "CHIPS Act of 2022 (CHIPS and Science Act)", "evidence": [ { "sourceId": "src-usar-8k-2026-06-03", "supports": [ "name", "kind", "administrators", "legal_authority" ], "evidence": "explicit", "locator": "Item 1.01, first paragraph", "note": "\"under the CHIPS Incentives Program—Facilities for Semiconductor Materials and Manufacturing Equipment under the CHIPS Act of 2022\": direct funding awards and a loan guarantee from the DOC." } ], "notes": "Run by the Department of Commerce's CHIPS Program Office. It provides direct funding and loans or loan guarantees, recorded as their own instruments." }, { "id": "prg-us-osc-critical-minerals-lending", "name": "Office of Strategic Capital critical-minerals lending (One Big Beautiful Bill Act)", "nameOriginal": null, "actor": "us", "kind": "financing_facility", "administeringOrgIds": [ "org-us-osc" ], "parentProgrammeId": null, "legalAuthorityAsStated": "One Big Beautiful Bill Act", "evidence": [ { "sourceId": "src-osc-mp-loan-2025", "supports": [ "kind", "administrators", "legal_authority" ], "evidence": "explicit", "locator": "Third paragraph", "note": "\"The bill provides OSC with $500 million of credit subsidy funding, creating up to $100 billion in available loan funds specifically for critical minerals production and related industries and projects.\"" }, { "sourceId": "src-osc-mp-loan-2025", "supports": [ "name" ], "evidence": "ambiguous", "locator": "Third paragraph", "note": "A descriptive name: the sources give this lending no programme title." } ], "notes": null } ], "projectDesignations": [ { "id": "dsg-eu-crma-alkeemia-puregraph", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-it-alkeemia-puregraph", "projectNameAsStated": "Alkeemia PureGraph", "holderOrgIds": [ "org-alkeemia" ], "locations": [ { "countryCode": "IT", "subnational": null, "asStated": "Italy" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (4)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 4", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-altmark-lithium-extraction", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-altmark-lithium-extraction", "projectNameAsStated": "ALE - Altmark Lithium Extraction", "holderOrgIds": [ "org-neptune-energy-innovations" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (3)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 3", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "dsg-eu-crma-amg-bitterfeld-lithium-hub", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-amg-bitterfeld-lithium-hub", "projectNameAsStated": "European Lithium Refining and Recycling Hub Bitterfeld: from primary raw materials via recycling to critical solid state battery components", "holderOrgIds": [ "org-amg-lithium" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (17)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 17", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "dsg-eu-crma-back-to-battery-black-mass", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-nl-back-to-battery-black-mass", "projectNameAsStated": "Enabling CRM production in Europe by recovering CRM from end-of-life batteries: A scalable battery black mass refining process that extracts critical raw materials from all types of Li-ion batteries in an environmental friendly way.", "holderOrgIds": [ "org-back-to-battery" ], "locations": [ { "countryCode": "NL", "subnational": null, "asStated": "Netherlands" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (38)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 38", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-balakhivka", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-ua-balakhivka", "projectNameAsStated": "Balakhivka Graphite Deposit", "holderOrgIds": [ "org-pobuzhzhyas-development" ], "locations": [ { "countryCode": "UA", "subnational": null, "asStated": "Ukraine" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (1)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 1", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-bam4ever", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-bam4ever", "projectNameAsStated": "BAM4EVER (Phase I&II)", "holderOrgIds": [ "org-tokai-cobex-savoie" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (4)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 4", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-baux-eu-gallant-leader", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-gr-baux-eu-gallant-leader", "projectNameAsStated": "BAUX-EU, GALLANT and LEADER project", "holderOrgIds": [ "org-european-bauxites", "org-metlen" ], "locations": [ { "countryCode": "GR", "subnational": null, "asStated": "Greece" } ], "stages": [ "mining", "processing" ], "materialIds": [ "gallium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "bauxite/alumina/aluminium" ], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (6)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, rows 6a and 6b", "note": null } ], "notes": "An integrated project of one extraction component (BAUX-EU) and two processing components (GALLENT and LEADER, the annex's own two spellings of the second name)." }, { "id": "dsg-eu-crma-borralha", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-pt-borralha", "projectNameAsStated": "BORRALHA MINING PROJECT", "holderOrgIds": [ "org-mineralia" ], "locations": [ { "countryCode": "PT", "subnational": null, "asStated": "Portugal" } ], "stages": [ "mining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (6)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 6", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-brees", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-brees", "projectNameAsStated": "BREES (Best Rare Earth Element Separation)", "holderOrgIds": [ "org-rhodia-operations" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (7)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 7", "note": null } ], "notes": "The annex calls BREES a recycling project; its name (Best Rare Earth Element Separation) says separation. Stages follow the annex type, so only recycling is coded. Adding separation from the project name would match the 2025 Pulawy record; that is a reviewer decision (stage rule)." }, { "id": "dsg-eu-crma-caremag", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-caremag", "projectNameAsStated": "CAREMAG", "holderOrgIds": [ "org-caremag" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "boron (metallurgy grade)" ], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (7)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 7", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-co2graphite", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-ee-co2graphite", "projectNameAsStated": "CO2Graphite", "holderOrgIds": [ "org-up-catalyst" ], "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (11)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 11", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-coniko", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-coniko", "projectNameAsStated": "CoNiKo - Cobalt and Nickel refining in Kokkola", "holderOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "processing" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (10)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 10", "note": null } ], "notes": "The annex calls CoNiKo a processing project; its name says refining. Processing is coded, following the annex." }, { "id": "dsg-eu-crma-el-moto", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-es-el-moto", "projectNameAsStated": "Mining Project El Moto", "holderOrgIds": [ "org-abenojar-tungsten" ], "locations": [ { "countryCode": "ES", "subnational": null, "asStated": "Spain" } ], "stages": [ "mining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (27)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 27", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-emme", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-emme", "projectNameAsStated": "EMME", "holderOrgIds": [ "org-emme" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (13)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 13", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "dsg-eu-crma-eu-apt-tungsten-plant", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-es-eu-apt-tungsten-plant", "projectNameAsStated": "EU APT Tungsten Plant", "holderOrgIds": [ "org-abenojar-tungsten" ], "locations": [ { "countryCode": "ES", "subnational": null, "asStated": "Spain" } ], "stages": [ "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (5)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 5", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-eu-best-strat", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-eu-best-strat", "projectNameAsStated": "EU BEST STRAT: Battery Economical Sustainable (Recycling-) Technology", "holderOrgIds": [ "org-cylib-production-i" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "bauxite/alumina/aluminium", "copper", "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (16)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 16", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-fortum-hydromet", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-fortum-hydromet", "projectNameAsStated": "Project Fortum Hydromet", "holderOrgIds": [ "org-fortum-battery-recycling" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "lithium (battery grade)", "copper" ], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (35)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 35", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-gallicam", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-gallicam", "projectNameAsStated": "GALLICAM", "holderOrgIds": [ "org-sibanye-stillwater-sandouville" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "lithium (battery grade)", "manganese (battery grade)", "copper" ], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (15)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 15", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-garefine", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-sk-garefine", "projectNameAsStated": "GaRefine - Gallium Recycling & Refining for Europe", "holderOrgIds": [ "org-cmk-sro" ], "locations": [ { "countryCode": "SK", "subnational": null, "asStated": "Slovakia" } ], "stages": [ "recycling" ], "materialIds": [ "gallium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (18)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 18", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-gepeto", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-be-gepeto", "projectNameAsStated": "GePETO", "holderOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "BE", "subnational": null, "asStated": "Belgium" } ], "stages": [ "processing" ], "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (14)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, rows 14 and 39", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-greenroc-norgraph", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-no-greenroc-norgraph", "projectNameAsStated": "Norgraph a/s and Greenland Graphite a/s", "holderOrgIds": [ "org-greenroc" ], "locations": [ { "countryCode": "NO", "subnational": null, "asStated": "Norway" }, { "countryCode": "GL", "subnational": null, "asStated": "Greenland" } ], "stages": [ "mining", "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (3)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 3", "note": null } ], "notes": "Processing in Norway (Norgraph a/s) and extraction in Greenland (Greenland Graphite a/s); Greenland is an overseas country or territory, not part of the EU." }, { "id": "dsg-eu-crma-hautalampi", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-hautalampi", "projectNameAsStated": "Hautalampi Cobalt-Nickel-Copper Mine Project", "holderOrgIds": [ "org-finncobalt" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (19)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 19", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-hycamite", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-hycamite", "projectNameAsStated": "Hycamite TCD Technologies Ltd", "holderOrgIds": [ "org-hycamite" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (16)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 16", "note": null } ], "notes": "The annex names the project after its promoter." }, { "id": "dsg-eu-crma-hypromag", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-hypromag", "projectNameAsStated": "HyProMag GmbH", "holderOrgIds": [ "org-hypromag-gmbh" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (20)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 20", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-inspiree", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-it-inspiree", "projectNameAsStated": "LIFE22-ENV-IT-INSPIREE", "holderOrgIds": [ "org-itelyum-regeneration" ], "locations": [ { "countryCode": "IT", "subnational": null, "asStated": "Italy" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (22)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 22", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-keliber-lithium", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-keliber-lithium", "projectNameAsStated": "KELIBER LITHIUM", "holderOrgIds": [ "org-keliber-technology-oy" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining", "processing" ], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1 recognizes the projects listed in the Annex as Strategic Projects." } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (19)", "note": "KELIBER LITHIUM is described as an ongoing integrated extraction and processing project in Finland for lithium (battery grade)." }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 19", "note": "The Commission decision names Keliber Technology Oy as promoter." } ], "notes": null }, { "id": "dsg-eu-crma-kghm-integrated-recycling-smelter", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-pl-kghm-integrated-recycling-smelter", "projectNameAsStated": "Integrated Recycling Smelter", "holderOrgIds": [ "org-kghm-polska-miedz" ], "locations": [ { "countryCode": "PL", "subnational": null, "asStated": "Poland" } ], "stages": [ "recycling" ], "materialIds": [ "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (30)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 30", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-lithium-de-france", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-lithium-de-france", "projectNameAsStated": "Lithium de France", "holderOrgIds": [ "org-lithium-de-france" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (21)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 21", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "dsg-eu-crma-magfactory", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-magfactory", "projectNameAsStated": "MagFactory", "holderOrgIds": [ "org-magreesource" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "recycling" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (25)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 25", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-maniry", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-mg-maniry", "projectNameAsStated": "Maniry Graphite Mine Project", "holderOrgIds": [ "org-evion" ], "locations": [ { "countryCode": "MG", "subnational": null, "asStated": "Madagascar" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (7)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 7", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-neomat-pcam", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-neomat-pcam", "projectNameAsStated": "NEOMAT-PCAM", "holderOrgIds": [ "org-neomat-pcam" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "processing" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (24)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 24", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-ngc-graphite", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-ngc-graphite", "projectNameAsStated": "European Initiative for Strategic and Sustainable Graphite Production", "holderOrgIds": [ "org-ngc-battery-materials" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" }, { "countryCode": "NA", "subnational": null, "asStated": "Namibia" }, { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [ "processing" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (13)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 13", "note": null } ], "notes": "A processing project in France, Namibia and Germany: the one EU-list project with a component outside the Union." }, { "id": "dsg-eu-crma-northcycle", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-se-northcycle", "projectNameAsStated": "NorthCYCLE", "holderOrgIds": [ "org-northvolt-revolt" ], "locations": [ { "countryCode": "SE", "subnational": null, "asStated": "Sweden" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)", "lithium (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (28)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 28", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-orano-hydrometallurgy", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fr-orano-hydrometallurgy", "projectNameAsStated": "Hydrometallurgy", "holderOrgIds": [ "org-orano-batteries" ], "locations": [ { "countryCode": "FR", "subnational": null, "asStated": "France" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "lithium (battery grade)", "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (17)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 17", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-oreon", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-be-oreon", "projectNameAsStated": "OREON (Optimal REcycling Of Nickel)", "holderOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "BE", "subnational": null, "asStated": "Belgium" } ], "stages": [ "processing" ], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "platinum group metals" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (26)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 26", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-p6-metals", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-es-p6-metals", "projectNameAsStated": "P6 Metals", "holderOrgIds": [ "org-iberian-resources-spain" ], "locations": [ { "countryCode": "ES", "subnational": null, "asStated": "Spain" } ], "stages": [ "mining", "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (30)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 30", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-pbt-pcam-plant", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-pbt-pcam-plant", "projectNameAsStated": "Pure Battery Technologies pCAM plant Europe", "holderOrgIds": [ "org-pure-battery-technologies" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (29)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 29", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "dsg-eu-crma-prohipersi", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-prohipersi", "projectNameAsStated": "ProHiPerSi", "holderOrgIds": [ "org-pcc-thorion" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (34)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 34", "note": null } ], "notes": "A substitution project: it \"aims to contribute to the substitution of graphite (battery grade)\", so it supplies no graphite and no supply-chain stage is coded. The decision's address for the promoter gives no country, so none is recorded for the organization." }, { "id": "dsg-eu-crma-pulawy", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-pl-pulawy", "projectNameAsStated": "Pulawy Rare Earths Separation Plant", "holderOrgIds": [ "org-mkango-resources" ], "locations": [ { "countryCode": "PL", "subnational": null, "asStated": "Poland" } ], "stages": [ "processing", "separation" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (36)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 36", "note": null }, { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Entry (36)", "note": "The annex calls it a processing project; the project's own name states separation, so both stages are coded." } ], "notes": "The annex calls it a processing project; the project's own name states separation, so both stages are coded." }, { "id": "dsg-eu-crma-racari-battery-recycling", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-ro-racari-battery-recycling", "projectNameAsStated": "Establishment of electric battery recycling capacity, Racari city, Dambovita county", "holderOrgIds": [ "org-eco-life-style" ], "locations": [ { "countryCode": "RO", "subnational": null, "asStated": "Romania" } ], "stages": [ "recycling" ], "materialIds": [ "graphite", "lithium", "cobalt", "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (14)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 14", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-reemap", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-se-reemap", "projectNameAsStated": "ReeMAP Project: Malmberget, Per Geijer and Lulea Industrial Park", "holderOrgIds": [ "org-lkab" ], "locations": [ { "countryCode": "SE", "subnational": null, "asStated": "Sweden" } ], "stages": [ "mining", "processing" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (38)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 38", "note": null } ], "notes": "An integrated project of two extraction components (Malmberget and Per Geijer) and one processing component (Luleå Industrial Park)." }, { "id": "dsg-eu-crma-regain", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-be-regain", "projectNameAsStated": "ReGAIN", "holderOrgIds": [ "org-umicore" ], "locations": [ { "countryCode": "BE", "subnational": null, "asStated": "Belgium" } ], "stages": [], "materialIds": [ "germanium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (39)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, rows 14 and 39", "note": null } ], "notes": "A substitution project: it \"aims to contribute to the substitution of germanium\", so no supply-chain stage is coded." }, { "id": "dsg-eu-crma-rew-ita-green-hub", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-it-rew-ita-green-hub", "projectNameAsStated": "REW-ITA green HUB: Recovery of Wolfram: Italian Technology Advanced green Hub", "holderOrgIds": [ "org-omcd-tek-hub" ], "locations": [ { "countryCode": "IT", "subnational": null, "asStated": "Italy" } ], "stages": [ "recycling" ], "materialIds": [ "cobalt", "tungsten" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (33)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 33", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-salrom-baia-de-fier", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-ro-salrom-baia-de-fier", "projectNameAsStated": "SALROM Baia de Fier", "holderOrgIds": [ "org-salrom" ], "locations": [ { "countryCode": "RO", "subnational": null, "asStated": "Romania" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (43)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 43", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-sarytogan", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-kz-sarytogan", "projectNameAsStated": "Sarytogan Graphite Project", "holderOrgIds": [ "org-sarytogan" ], "locations": [ { "countryCode": "KZ", "subnational": null, "asStated": "Kazakhstan" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (10)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 10", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-silmet-2-0", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-ee-silmet-2-0", "projectNameAsStated": "Silmet 2.0", "holderOrgIds": [ "org-npm-silmet-ou" ], "locations": [ { "countryCode": "EE", "subnational": null, "asStated": "Estonia" } ], "stages": [ "processing" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (35)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 35", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-sokli", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-sokli", "projectNameAsStated": "Sokli", "holderOrgIds": [ "org-sokli-oy" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (37)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 37", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-songwe-hill", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-mw-songwe-hill", "projectNameAsStated": "Songwe Hill Rare Earths", "holderOrgIds": [ "org-mkango-resources" ], "locations": [ { "countryCode": "MW", "subnational": null, "asStated": "Malawi" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (11)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 36", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-suhanko", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-fi-suhanko", "projectNameAsStated": "Suhanko project", "holderOrgIds": [ "org-suhanko-arctic-platinum" ], "locations": [ { "countryCode": "FI", "subnational": null, "asStated": "Finland" } ], "stages": [ "mining" ], "materialIds": [ "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "platinum group metals" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (39)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 39", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-talga-graphite-one", "eventId": "evt-eu-crma-strategic-projects-2025-03", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-se-talga-graphite-one", "projectNameAsStated": "Talga Natural Graphite ONE", "holderOrgIds": [ "org-talga" ], "locations": [ { "countryCode": "SE", "subnational": null, "asStated": "Sweden" } ], "stages": [ "mining" ], "materialIds": [ "graphite" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-03-25", "sourceId": "src-ec-crma-sp-decision-2025-03", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-03", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (44)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-03", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 44", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-tdm-urban-mining", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-pl-tdm-urban-mining", "projectNameAsStated": "Urban mining", "holderOrgIds": [ "org-tdm-electronics" ], "locations": [ { "countryCode": "PL", "subnational": null, "asStated": "Poland" } ], "stages": [ "recycling" ], "materialIds": [ "germanium" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "copper", "bauxite/alumina/aluminium", "platinum group metals" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (42)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 42", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-tungsten-west", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-gb-hemerdon", "projectNameAsStated": "Tungsten West", "holderOrgIds": [ "org-tungsten-west" ], "locations": [ { "countryCode": "GB", "subnational": null, "asStated": "the United Kingdom" } ], "stages": [ "mining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (12)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 12", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-urban-mining-factory-pcb", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-nl-urban-mining-factory-pcb", "projectNameAsStated": "Urban Mining Factory - Printed Circuit Boards", "holderOrgIds": [ "org-critical-circular-industries" ], "locations": [ { "countryCode": "NL", "subnational": null, "asStated": "Netherlands" } ], "stages": [ "recycling" ], "materialIds": [ "nickel" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "bauxite/alumina/aluminium", "copper" ], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (43)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 43", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-zandkopsdrift", "eventId": "evt-eu-crma-strategic-projects-2025-06", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-za-zandkopsdrift", "projectNameAsStated": "Zandkopsdrift", "holderOrgIds": [ "org-frontier-rare-earths" ], "locations": [ { "countryCode": "ZA", "subnational": null, "asStated": "South Africa" } ], "stages": [ "mining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "includes_untracked", "untrackedMaterialsAsStated": [ "manganese (battery grade)" ], "statusHistory": [ { "status": "recognized", "date": "2025-06-04", "sourceId": "src-ec-crma-sp-decision-2025-06", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2025-06", "supports": [ "project", "location", "materials", "stages" ], "evidence": "explicit", "locator": "Entry (13)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2025-06", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 13", "note": null } ], "notes": null }, { "id": "dsg-eu-crma-zinnwald-lithium", "eventId": "evt-eu-crma-strategic-projects-2026-10", "programmeId": "prg-eu-crma-strategic-projects", "projectId": "prj-de-zinnwald-lithium", "projectNameAsStated": "Zinnwald Lithium Project", "holderOrgIds": [ "org-zinnwald-lithium-plc" ], "locations": [ { "countryCode": "DE", "subnational": null, "asStated": "Germany" } ], "stages": [], "materialIds": [ "lithium" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-10-09", "sourceId": "src-ec-crma-sp-decision-2026-10", "note": "Article 1: \"The projects listed in the Annex are recognised as Strategic Projects.\"" } ], "evidence": [ { "sourceId": "src-ec-crma-sp-annex-2026-10", "supports": [ "project", "location", "materials" ], "evidence": "explicit", "locator": "Entry (46)", "note": null }, { "sourceId": "src-ec-crma-sp-decision-2026-10", "supports": [ "programme", "holders", "status" ], "evidence": "explicit", "locator": "Article 1; Article 2, row 46", "note": null } ], "notes": "The annex calls it an integrated project without naming its components, so no stage is coded. The Commission's announcement counts three integrated extraction-and-processing and five processing-and-recycling projects but does not say which is which." }, { "id": "dsg-jp-espa-almt-tungsten", "eventId": "evt-jp-espa-almt-tungsten-2026", "programmeId": "prg-jp-espa-critical-minerals-certification", "projectId": "prj-jp-almt-tungsten", "projectNameAsStated": "タングステンの還元及び炭化設備を新設し、タングステン粉末及び炭化タングステン粉末の生産能力を向上させる。", "holderOrgIds": [ "org-allied-material" ], "locations": [], "stages": [ "processing" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-03-18", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "認定日 令和8年3月18日; 供給確保計画認定番号 ２０２５重要鉱物第２号－１." } ], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "programme", "project", "holders", "materials", "status" ], "evidence": "explicit", "locator": "Section 4, plan ２０２５重要鉱物第２号－１", "note": null }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２５重要鉱物第２号－１", "note": "還元及び炭化 (reduction and carburisation) into tungsten and tungsten carbide powder is read as processing." } ], "notes": null }, { "id": "dsg-jp-espa-japan-new-metals-tungsten", "eventId": "evt-jp-espa-japan-new-metals-tungsten-2026", "programmeId": "prg-jp-espa-critical-minerals-certification", "projectId": "prj-jp-japan-new-metals-tungsten", "projectNameAsStated": "日本国内に、タングステンの湿式精錬設備を増強し、国内安定供給体制を強化する。", "holderOrgIds": [ "org-japan-new-metals" ], "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "materialIds": [ "tungsten" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-09-07", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "認定日 令和8年9月7日; 供給確保計画認定番号 ２０２６重要鉱物第３号－１." } ], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "programme", "project", "holders", "materials", "status", "location" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第３号－１", "note": null }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第３号－１", "note": "湿式精錬 (hydrometallurgical refining) is coded as refining." } ], "notes": null }, { "id": "dsg-jp-espa-santoku-rare-earth", "eventId": "evt-jp-espa-santoku-rare-earth-2026", "programmeId": "prg-jp-espa-critical-minerals-certification", "projectId": "prj-jp-santoku-rare-earth", "projectNameAsStated": "日本国内に、製錬設備を新設することで、レアアースの生産を増強する。", "holderOrgIds": [ "org-santoku" ], "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-07-29", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "認定日 令和8年7月29日; 供給確保計画認定番号 ２０２６重要鉱物第２号－１." } ], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "programme", "project", "holders", "materials", "status", "location" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第２号－１", "note": null }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第２号－１", "note": "製錬 (smelting and refining) is read as refining; the list does not say whether separation is included." } ], "notes": null }, { "id": "dsg-jp-espa-shin-etsu-rare-earth", "eventId": "evt-jp-espa-shin-etsu-rare-earth-2026", "programmeId": "prg-jp-espa-critical-minerals-certification", "projectId": "prj-jp-shin-etsu-rare-earth", "projectNameAsStated": "日本国内に、製錬設備を新設することで、レアアースの生産を増強する。", "holderOrgIds": [ "org-shin-etsu-chemical" ], "locations": [ { "countryCode": "JP", "subnational": null, "asStated": "日本国内" } ], "stages": [ "refining" ], "materialIds": [ "rare-earth-elements" ], "materialAttribution": "tracked_only", "untrackedMaterialsAsStated": [], "statusHistory": [ { "status": "recognized", "date": "2026-05-19", "sourceId": "src-meti-critical-minerals-certified-plans", "note": "認定日 令和8年5月19日; 供給確保計画認定番号 ２０２６重要鉱物第１号－１." } ], "evidence": [ { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "programme", "project", "holders", "materials", "status", "location" ], "evidence": "explicit", "locator": "Section 4, plan ２０２６重要鉱物第１号－１", "note": null }, { "sourceId": "src-meti-critical-minerals-certified-plans", "supports": [ "stages" ], "evidence": "ambiguous", "locator": "Section 4, plan ２０２６重要鉱物第１号－１", "note": "製錬 (smelting and refining) is read as refining; the list does not say whether separation is included." } ], "notes": null } ], "projectMilestones": [ { "id": "mil-au-alcoa-wagerup-groundbreaking-2026-08-24", "projectId": "prj-au-alcoa-sojitz-gallium", "kind": "groundbreaking_reported", "claimMode": "occurred", "scope": "named_facility", "scopeAsStated": "gallium production plant co-located at Alcoa’s Wagerup alumina refinery", "occurredOn": "2026-08-24", "targetOn": null, "sourceId": "src-alcoa-wagerup-groundbreaking-2026", "locator": "Opening news paragraph after 08/24/2026 date", "statementOriginal": "The ceremony marked the start of construction of the new facility co-located at Alcoa’s Wagerup alumina refinery in Western Australia.", "statementEn": "The ceremony marked the start of construction of the new facility co-located at Alcoa’s Wagerup alumina refinery in Western Australia.", "statementEnSource": "na", "reviewedBy": "Benjamin Yang", "reviewedAt": "2026-10-17", "note": "Alcoa reports that the August 24, 2026 groundbreaking ceremony marked the start of construction; Australian ministers describe the first sod turned. This candidate records the reported ceremony only, not independently observed sustained works, cash disbursement, commissioning or production." }, { "id": "mil-ee-neo-narva-commercial-production-reported-2026", "projectId": "prj-ee-neo-rare-earth-magnet-project", "kind": "production_reported", "claimMode": "occurred", "scope": "named_facility", "scopeAsStated": "initial commercial rare-earth sintered magnet production programs at Neo's European permanent magnet facility in Narva, Estonia", "occurredOn": null, "targetOn": null, "sourceId": "src-neo-commercial-production-2026", "locator": "Issuer announcement September 14, 2026; opening body paragraph", "statementOriginal": "its European permanent magnet manufacturing facility is in commercial production and shipping volumes of rare earth sintered magnets", "statementEn": "its European permanent magnet manufacturing facility is in commercial production and shipping volumes of rare earth sintered magnets", "statementEnSource": "na", "reviewedBy": "Benjamin Yang", "reviewedAt": "2026-10-17", "note": "Issuer reports initial commercial sintered-magnet program and shipments as of 2026-09-14, but does not state the first production-start day. Do not treat publication day as an occurredOn event; no observed 2,000-tonne output, Phase 1B/20,000-tonne achievement, JTF-caused production, or disbursement inference." } ], "capitalIntelligenceSummary": { "asOf": "2026-11-03", "countingRules": [ "Every money figure is a per-currency, per-instrument total from the counting rules; nothing is converted between currencies and nothing is added across instruments. Figures with the same qualifier are added within a currency and instrument; an up_to sum is a sum of stated upper bounds, not an amount paid. A contracted row is an executed agreement, which need not mean the provider has obligated or paid the funds.", "A stack, portfolio or programme is split into layers of one value role; only committed money (public, and joint vehicles apart) is summed.", "Funding options, non-binding indications, envelopes, appropriations, lending authorities, private financing, recipient funds, expected co-investment and total project cost are listed, never summed.", "There is no grand stack total, public-share percentage, leverage or crowding-in ratio, or programme utilisation rate.", "Recorded awards under a programme are what the corpus records, not the programme's spend, and are never divided by its envelope.", "Portfolios roll up from an office to the department it is part of, never from a joint vehicle to the bodies that established it.", "Flows, co-investment and the stage response map count records, never money.", "A package counts once, with its parts folded in. In the stage response map a part folds into its package only in a cell where that package is in the same field (capital, option or ended) and covers that material and stage, so a part that reaches beyond its package is counted where the package does not cover it; an ended package, another provider's package or an envelope never hides a part that stands. In flows a part folds wholly into a package that is a flow, so a package with no stated destination keeps its parts. In a portfolio a part folds into a package of the same layer and the same state (standing or ended) for rows, layers, instrument, legal standing and geography; stage and material are counted per cell, so a part is counted at a stage or material its package does not list and never twice where the package lists it. Instrument, stage and material hold every value role except funding options and non-binding indications.", "A withdrawn or lapsed row is not capital: it is left out of every count of committed capital, flow, co-investment kind, project government and portfolio reach, and is listed as ended (portfolio counts.ended, ended row ids on co-investment and the response map).", "A funding option is listed as an option and never as a commitment or as backing: it is counted in its own portfolio layer only, and in its own field on co-investment and the response map. An exercise is its own commitment and counts as one.", "A non-binding indication (a letter of intent or interest that names an amount) is listed in its own layer and is never a commitment, capital, backing, a flow, co-investment or a project's government or provider: no count of committed or backing capital includes it.", "A commitment whose current status is not_stated is counted apart from binding and not yet binding (portfolio counts.committedStatusNotStated).", "A control clause's stage is where its covered items belong, not a claim that it restricts that stage.", "A project designation confers standing, not money, and never enters a sum." ], "homeTerritories": { "china": [ "CN" ], "us": [ "US" ], "eu": [ "AT", "BE", "BG", "CY", "CZ", "DE", "DK", "EE", "ES", "FI", "FR", "GR", "HR", "HU", "IE", "IT", "LT", "LU", "LV", "MT", "NL", "PL", "PT", "RO", "SE", "SI", "SK" ], "australia": [ "AU" ], "japan": [ "JP" ], "canada": [ "CA" ], "uk": [ "GB" ], "india": [ "IN" ], "other": [] }, "registries": { "organizations": 122, "projects": 102, "programmes": 12, "projectDesignations": 59 }, "portfolios": [ { "actor": "us", "publicCommitmentTotals": { "currencies": [ { "currency": "USD", "countedIds": [ "fin-us-army-perpetua-antimony-otia", "fin-us-chips-usar-2026-direct-funding", "fin-us-chips-usar-2026-loan-guarantee", "fin-us-dod-5n-germanium-2024", "fin-us-dod-mp-2025-preferred-equity", "fin-us-dod-mp-2025-samarium-loan", "fin-us-dod-perpetua-stibnite-dpa", "fin-us-doe-rhyolite-ridge-guarantee-2025", "fin-us-doe-thacker-pass-atvm-2024", "fin-us-dow-5n-germanium-2025", "fin-us-dow-arr-antimony-2025", "fin-us-dow-usac-antimony-2026", "fin-us-exim-perpetua-stibnite-2026", "fin-us-osc-vulcan-reelement-2025-joint-commitment" ], "nestedIds": [ "fin-us-chips-usar-2026-magnet-project-2-direct-funding", "fin-us-chips-usar-2026-magnet-project-2-loan-guarantee", "fin-us-chips-usar-2026-metal-project-2-direct-funding", "fin-us-chips-usar-2026-metal-project-2-loan-guarantee", "fin-us-chips-usar-2026-round-top-direct-funding", "fin-us-chips-usar-2026-round-top-loan-guarantee", "fin-us-chips-usar-2026-stillwater-magnet-direct-funding", "fin-us-chips-usar-2026-stillwater-magnet-loan-guarantee", "fin-us-chips-usar-2026-stillwater-metal-direct-funding", "fin-us-chips-usar-2026-stillwater-metal-loan-guarantee", "fin-us-dow-usac-antimony-2026-alaska", "fin-us-dow-usac-antimony-2026-thompson-falls", "fin-us-osc-vulcan-reelement-2025-reelement-loan", "fin-us-osc-vulcan-reelement-2025-vulcan-elements-loan" ], "status": "summed", "instruments": [ { "instrument": "grant", "countedIds": [ "fin-us-army-perpetua-antimony-otia", "fin-us-dod-5n-germanium-2024", "fin-us-dod-perpetua-stibnite-dpa", "fin-us-dow-5n-germanium-2025", "fin-us-dow-arr-antimony-2025", "fin-us-dow-usac-antimony-2026" ], "summed": true, "byQualifier": { "approximately": "27100000", "exact": "102900000", "up_to": "59200000" }, "binding": { "approximately": "27100000", "exact": "84800000", "up_to": "59200000" }, "notYetBinding": { "exact": "18100000" }, "amountBasis": [ { "commitmentId": "fin-us-dod-5n-germanium-2024", "label": "Announced", "note": "Announced amount (DoD release, 16 April 2024). It is unreconciled with the $12,458,128 federal obligation reported in the federal award record and with the $2,505,981 non-federal funding reported there. No amount paid is recorded; some payment is reported in federal-reporting data only." } ] }, { "instrument": "loan", "countedIds": [ "fin-us-dod-mp-2025-samarium-loan", "fin-us-doe-thacker-pass-atvm-2024", "fin-us-exim-perpetua-stibnite-2026", "fin-us-osc-vulcan-reelement-2025-joint-commitment" ], "summed": true, "byQualifier": { "exact": "3756000000", "approximately": "2230000000" }, "binding": { "exact": "150000000", "approximately": "2230000000" }, "notYetBinding": { "exact": "3606000000" } }, { "instrument": "loan_guarantee", "countedIds": [ "fin-us-chips-usar-2026-loan-guarantee", "fin-us-doe-rhyolite-ridge-guarantee-2025" ], "summed": true, "byQualifier": { "up_to": "1300000000", "exact": "996000000" }, "binding": { "up_to": "1300000000", "exact": "996000000" }, "notYetBinding": {} }, { "instrument": "equity", "countedIds": [ "fin-us-dod-mp-2025-preferred-equity" ], "summed": true, "byQualifier": { "exact": "400000000" }, "binding": { "exact": "400000000" }, "notYetBinding": {} }, { "instrument": "unspecified", "countedIds": [ "fin-us-chips-usar-2026-direct-funding" ], "summed": false, "reason": "instrument_not_stated", "byQualifier": null, "binding": null, "notYetBinding": null } ], "overlap": null } ], "unquantifiedIds": [ "fin-us-alcoa-sojitz-gallium-2025-equity", "fin-us-dod-mp-2025-magnet-offtake", "fin-us-dod-mp-2025-price-floor" ], "endedIds": [], "statusNotStatedIds": [] }, "jointVehicleCommitmentTotals": { "currencies": [], "unquantifiedIds": [], "endedIds": [], "statusNotStatedIds": [] }, "counts": { "rows": 22, "ended": 0, "byLayer": { "public_commitment": 17, "joint_vehicle_commitment": 0, "other_commitment": 0, "funding_option": 1, "indication": 1, "envelope": 3, "private_financing": 0, "recipient_own_funds": 0, "expected_co_investment": 0, "total_project_cost": 0 }, "byInstrument": { "equity": 2, "grant": 6, "mixed": 1, "unspecified": 1, "loan_guarantee": 2, "offtake": 1, "price_floor": 1, "loan": 6 }, "committedBinding": 13, "committedNotYetBinding": 4, "committedStatusNotStated": 0, "committedEnded": 0, "byGeography": { "domestic": 11, "abroad": 1, "domestic_and_abroad": 0, "not_stated": 5 }, "byStage": { "exploration": 0, "mining": 7, "separation": 4, "processing": 12, "refining": 7, "component_manufacturing": 6, "final_manufacturing": 0, "recycling": 1, "stockpiling": 0, "research_development": 0, "cross_cutting": 0 }, "byMaterial": { "gallium": 3, "antimony": 5, "rare-earth-elements": 5, "dysprosium": 2, "terbium": 2, "ndfeb-magnets": 5, "germanium": 2, "neodymium": 1, "praseodymium": 1, "lithium": 2 }, "providerOrganizations": 6, "recipientOrganizations": 12, "projects": 17, "programmes": 2, "designations": 0 } }, { "actor": "eu", "publicCommitmentTotals": { "currencies": [ { "currency": "EUR", "countedIds": [ "fin-eu-eib-2024-keliber-loan", "fin-eu-eib-2025-up-catalyst-loan", "fin-eu-jtf-2025-neo-magnet-project" ], "nestedIds": [], "status": "summed", "instruments": [ { "instrument": "grant", "countedIds": [ "fin-eu-jtf-2025-neo-magnet-project" ], "summed": true, "byQualifier": { "approximately": "14800000" }, "binding": { "approximately": "14800000" }, "notYetBinding": {} }, { "instrument": "loan", "countedIds": [ "fin-eu-eib-2024-keliber-loan", "fin-eu-eib-2025-up-catalyst-loan" ], "summed": true, "byQualifier": { "exact": "168000000" }, "binding": { "exact": "168000000" }, "notYetBinding": {} } ], "overlap": null } ], "unquantifiedIds": [], "endedIds": [], "statusNotStatedIds": [] }, "jointVehicleCommitmentTotals": { "currencies": [], "unquantifiedIds": [], "endedIds": [], "statusNotStatedIds": [] }, "counts": { "rows": 4, "ended": 0, "byLayer": { "public_commitment": 3, "joint_vehicle_commitment": 0, "other_commitment": 0, "funding_option": 0, "indication": 0, "envelope": 1, "private_financing": 0, "recipient_own_funds": 0, "expected_co_investment": 0, "total_project_cost": 0 }, "byInstrument": { "loan": 2, "grant": 1, "unspecified": 1 }, "committedBinding": 3, 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