[ { "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 } ]