Source register

U.S. Geological Survey, Department of the Interior / Federal Register

Canonical Federal Register notice, 87 FR 10381 (FR Doc. 2022-04027). Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2022/02/24/2022-04027.txt). Source of the verbatim 50-mineral list, the SUMMARY framing anchor, and the statement that the list is made under section 7002 of the Energy Act of 2020 (Pub. L. 116-260) and revises the 2018 list at 83 FR 23295.

5N Plus Inc.

Recipient securities disclosure. Page 4 repeats the US$14.4M DoD grant, 'subject to certain conditions and the achievement of pre-set milestones over a four-year term', in support of the St. George germanium-substrates production facility. It does not state a payment, receivable or execution date.

5N Plus Inc.

Recipient securities disclosure. Page 4 describes a US$14.4M DoD grant 'subject to certain conditions and the achievement of pre-set milestones over a four-year term', supporting the St. George germanium-substrate production facility. It does not state a payment, receivable or execution date.

5N Plus Inc.

Recipient securities disclosure. Page 4 says that in early 2026 the Company announced it 'has been awarded' a US$18.1M grant by the U.S. Government to expand germanium recycling and refining capacity. It does not name St. George, state an execution date, state conditions or disclose any payment.

5N Plus Inc.

Recipient publication, not a securities filing. The report states no publication date; the PDF's creation date is 27 April 2026 and the server's last-modified date is 28 April 2026, which are file metadata and not recorded as the publication date. Page 42 says 5N+ announced a 'planned expansion' of germanium recovery and recycling 'supported by a significant financial award from the U.S. government', to increase recovery at its St. George facility 'over the next four years'. The wording is future-tense and states no execution, payment or physical stage. It dates the announcement to 2025 (the Department and the company's release date it to January 2026) and attaches space-qualified solar-cell capacity to the award, which is the subject of the 2024 award.

5N Plus Inc.

Company release confirming a US$14.4M DoD DPAI award, described as 'based on meeting certain conditions' over four years, for upgrading and increasing manufacturing capabilities at the St. George facility. It does not use the phrase 'pre-set milestones' (that wording is in 5N+'s Q1 and Q2 2024 MD&As) and does not mention sourcing, recovery or refining.

5N Plus Inc.

Company release describing the US$18.1M grant to expand germanium recycling and refining over 48 months, with a target of up to 20 metric tons of high-purity germanium per year.

5N Plus Inc.

Company update announcing a roughly 50% St. George facility expansion, with construction expected to begin in Q3 2026 and finish in the second half of 2027. It says the expansion follows two recent U.S. government awards supporting St. George capabilities. It states the expansion 'will be funded within the Company's existing capital expenditure plans and support from customers' and says it 'follows' the two awards; it does not say either award funds the expansion, so it is not physical-stage evidence for either funded scope.

Australian Business Register (Australian Taxation Office)

Live register entry, read 2026-11-03 (the page stamps "Record extracted: 04 Nov 2026", Australian time; "ABN last updated: 04 Mar 2025"). Entity name PURE BATTERY TECHNOLOGIES LIMITED; Australian Public Company; ABN active from 15 Sep 2017; ACN 621 530 185. Supports the name, kind and country of org-pure-battery-technologies only.

Federal Register (International Trade Administration, Department of Commerce)

FR Doc. 2025-00657, applicable 7 January 2025. Read via the Federal Register full-text endpoint on 2026-09-23. Same scope appendix and HTSUS subheadings as the less-than-fair-value investigation.

Federal Register (International Trade Administration, Department of Commerce)

FR Doc. 2025-00656, applicable 7 January 2025. Read via the Federal Register full-text endpoint on 2026-09-23. Source of the petition date (18 December 2024), the scope appendix (anode-grade graphite of at least 90 percent carbon, synthetic, natural or blended) and the HTSUS subheadings, which the notice says are "provided for convenience and customs purposes only".

Federal Register (United States International Trade Commission)

FR Doc. 2026-06488, 91 FR 16968. Read in full via the Federal Register full-text endpoint on 2026-09-23. The Commission determined, on 31 March 2026, that the establishment of a US industry is not materially retarded by reason of the imports Commerce found subsidized and sold at less than fair value (Commissioner Kearns dissenting). Commerce's final affirmative determinations are cited in the notice's background but were not separately read for this record.

European Commission

The list of 47 Strategic Projects in the EU, read in full 2026-09-23. Each entry names the project, whether it is an extraction, processing, recycling, substitution or integrated project, the country, the promoter and the strategic raw materials it contributes to. Only projects naming a tracked material are recorded as designations.

European Commission

The list of 13 Strategic Projects outside the EU, read in full 2026-09-23. Only projects naming a tracked material are recorded as designations.

European Commission

The list of 46 Strategic Projects in the EU, read in full 2026-11-03 (file sha256 2d927a5fbbb05dddcec4eaf4dae80180a3d9a0d0e901801cc794d04bda140ce3). Each entry gives the project name, type, country, promoter and materials. Only projects naming a tracked material are recorded as designations. The document states it was adopted on 9 October 2026; when this PDF was first posted online is not established, so datePublished is left unknown. The Decision was later published in the Official Journal as Commission Decision (EU) 2026/2349 (OJ L, 22.10.2026); notification and effective dates are not established.

Neo Performance Materials Inc.

Neo reports that the JTF grant terms reflect a 23% grant rate and an amount of approximately €14.8 million, and that it had received an aggregate US$8.4 million from the grant as of 31 December 2025.

Arafura Rare Earths Limited / Australian Securities Exchange

Arafura's ASX announcement states that it executed a binding Subscription Agreement and Investor Rights Deed with Export Finance Australia for US$100 million of equity. Completion remained subject to conditions precedent, including shareholder approval, key debt documentation and construction approvals; the sunset date stated was 1 December 2026.

Alcoa Corporation

Alcoa's first-party release states that the 24 August 2026 groundbreaking marked the start of construction of the gallium production facility at the Wagerup alumina refinery.

USAspending.gov (U.S. Department of the Treasury), reporting Department of Defense award data

Federal award record (read through the USAspending API, award, transactions and funding endpoints). Records DPA Title III cooperative agreement FA86502425501, awarded by the Department of the Air Force (AFRL) with Immediate Office of the Secretary of Defense funding, to 5N PLUS SEMICONDUCTORS LLC (Saint George, Utah address), new award dated 2024-04-11, 'modification to definitize the agreement' PZ0001 dated 2025-05-20, later non-financial modifications through 2026-03-26. Reported federal obligation $12,458,128 plus non-federal funding $2,505,981; place of performance is shown as multi-state. The record's description matches DoD's April 2024 release title, and the recipient's earlier DPA Title III awards FA86501225503 (2012) and FA86502025525 (2020) are separate records. The award summary reports $0 account outlay, while the funding endpoint lists three gross-outlay lines defined as fiscal-year-beginning-to-period-end: $998,701.28 (FY2024 period 9, ending June 2024), $1,032,342.24 (FY2025 period 9, June 2025) and $399,308.73 (FY2026 period 6, March 2026), the last two paired with equal negative obligations. The summary's $0 reflects USAspending counting only each fiscal year's latest closed DoD submission (consistent with the behavior observed through the API and with the published code at commit 7c86854, which was not verified against the deployed implementation), not an absence of outlay lines. The lines are cumulative within a fiscal year and are not totalled; they are federal-reported account data with no payee or payment date and support a partially_disbursed entry on federal-reporting attribution only.

Agencia Estatal Boletín Oficial del Estado (Boletín Oficial del Registro Mercantil)

Spanish. BORME núm. 145 of 1 August 2025, p. 5696, section two, company transformations. Read in full 2026-11-03. Announces the unanimous decision of 30 July 2025 to transform Abenojar Tungsten, S.L. into a sociedad anónima, "conservando su personalidad jurídica", under the name "Abenojar Tungsten, S.A.". Supports the identity of org-abenojar-tungsten only.

Natural Resources Canada

NRCan backgrounder on the first round of projects under the G7 Critical Minerals Production Alliance, announced on 31 October 2025 at the G7 Energy and Environment Ministers' Meeting in Toronto. Read in full in a browser on 2026-09-23 (canada.ca times out for automated clients). Figures without a currency are Canadian dollars, read from the issuing government; figures in US dollars are printed as US$.

Natural Resources Canada

NRCan backgrounder listing each of the 22 projects announced on 3 March 2026 at PDAC (up to $165.2 million across five programmes), with recipient, location, funding amount and description. Read in full in a browser on 2026-09-23. Only projects naming a tracked material are recorded; the $165.2 million total is not, because most of it funds untracked minerals.

Natural Resources Canada

Full current NRCan Energy Innovation Program project profile read on 3 October 2026. It lists Status Active, Year 2025, Agreement Value C$4,750,000, Project Total C$12,262,850, locations BC and ON, Weaver Energy Corp. as partner and Green Graphite Technologies Inc. as lead proponent. It describes the vertically integrated low-GHG graphite-processing demonstration and expected engineering/commercialization results. It does not state agreement execution, payment, construction or commissioning dates.

Press Information Bureau, Ministry of Mines, Government of India

The Government of India's own release on the Union Cabinet's approval, timestamped "29 JAN 2025 3:13PM by PIB Delhi". Read in full 2026-08-12. Note the headline and the body state the outlay differently: the headline says Rs.34,300 crore, while the body says "an expenditure of Rs.16,300 crore and expected investment of Rs.18,000 crore by PSUs, etc." The event codes the body figures, which are the ones the release actually attributes. Caveat: the release does not enumerate India's critical-minerals list, so no material scope is coded from it.

Canada Growth Fund

Canada Growth Fund press release. The page is dated 23 January 2026 and carries a Kingston dateline of 20 January 2026. It states that CGF invested US$25 million in Cyclic Materials as part of a US$75 million Series C preferred-equity round, supporting expansion of the Kingston Centre of Excellence, Canadian R&D, the first commercial Hub and broader commercialization. It also states that Cyclic was then constructing its first commercial-scale Hub in Kingston.

Natural Resources Canada

Official announcement of the Strategic Investment Agreement among the Canada Critical Minerals Accelerator, Canada Growth Fund and Teck. Describes a commercial framework for up to C$400M in equity-like investment, possible government offtake rights, and germanium/antimony/gallium capacity expansion at Trail.

Natural Resources Canada

NRCan backgrounder for the second round of Critical Minerals Production Alliance partnerships. For Cyclic Materials, it states that the Kingston rare-earths recycling Centre of Excellence had a conditionally approved investment of up to C$9.1 million through the Global Partnerships Initiative and separately cites the recent US$25 million Canada Growth Fund equity investment.

Official Journal of the European Union (EUR-Lex)

The Official Journal publication of the Decision (OJ L, 2026/2349, 22.10.2026; ELI http://data.europa.eu/eli/dec/2026/2349/oj; CELEX 32026D2349), read in full on EUR-Lex 2026-11-03. It states that only the English text is authentic. Adopted 9 October 2026 under Article 7(9) of Regulation (EU) 2024/1252; Article 1 recognises the 46 projects listed in the Annex as Strategic Projects, and Article 2 addresses the Decision to their promoters. Recital (4): 101 applications, 98 complete. datePublished is the Official Journal date. The text does not state when the Decision was notified or took effect; the EUR-Lex catalogue metadata gives 2026-10-22 as the first date of entry into force, which is not a statement of the Decision itself and is not used as the effective date. The Commission's C(2026) 8051 final PDFs are separate source records and keep their own version-specific details.

European Commission

The decision itself, read in full 2026-09-23. Adopted under Article 7(9) of Regulation (EU) 2024/1252. Article 1: "The projects listed in the Annex are recognised as Strategic Projects." Article 2 addresses the decision to each project promoter, with the promoter's address; those addresses are the source for the promoters' countries. Recital (4): 124 applications from projects in Member States, 122 complete.

European Commission

The decision itself, read in full 2026-09-23. Article 1 recognises the annexed projects as Strategic Projects; recital (10) states that each received the explicit approval of the third country or OCT concerned; Article 2 lists promoters with addresses (Tungsten West PLC: "Hemerdon Mine (Drakelands), PL7 5BS, Devon, United Kingdom").

European Commission

The decision itself, read in full 2026-11-03 (file sha256 f0768137c98466c0fe53f79c241bf7d97cf7f358a2aeb9b3332bd07ddf677342). Adopted under Article 7(9) of Regulation (EU) 2024/1252. Article 1: "The projects listed in the Annex are recognised as Strategic Projects." Article 2 addresses the decision to each promoter with its address; those addresses are the source for promoters' countries. Recital (4): 101 applications from projects in Member States, 98 complete. Only the English text is authentic. The document states it was adopted on 9 October 2026; when this PDF was first posted online is not established, so datePublished is left unknown. The Decision was later published in the Official Journal as Commission Decision (EU) 2026/2349 (OJ L, 22.10.2026); notification and effective dates are not established.

European Commission

Press release, read in full through the press corner's document API on 2026-09-23 (updated 8 December 2025). Its wording of the funding aim is "mobilise up to €3 billion over the next 12 months"; the Communication's own wording is recorded on the row.

European Commission

Press release, read in full through the press corner's document API on 2026-09-23. States that the projects "will diversify the EU's sources of supply and increase economic security" and estimates "an overall capital investment of €5.5 billion" for the 13 projects, which is project cost and is not recorded as capital.

European Commission

Press release, read in full through the press corner's document API on 2026-09-23. States the benefits (coordinated support on access to finance and off-takers; permit-granting capped at 27 months for extraction and 15 months for other projects) and an "expected overall capital investment of €22.5 billion" for the 47 projects, which is project cost, not EU money, and is not recorded as capital.

Natural Resources Canada

NRCan's standing programme page. States that CMRDD is administered through two funding streams (federal research and development projects, and contribution funding) and lists contribution-funded projects with organization, description, amount funded, status, critical minerals and location. Rechecked on 2026-10-07. The page is updated in place and carries no publication date; the project list is read as of the access date.

Department of the Prime Minister and Cabinet (Australia)

Government overview of the A$1.2B Critical Minerals Strategic Reserve.

European Commission (DG GROW)

Official European Commission page stating the Act's objective and the 2030 benchmarks (10% extraction, 40% processing, 25% recycling; ≤65% from any single third country).

Cyclic Materials

Company announcement establishing the Kingston Centre of Excellence as a 140,000-square-foot commercial processing and R&D facility. It describes the first commercial Hub, 500-tonne annual magnet-rich feed capacity and a then-targeted Q1 2026 start of operations. The company's stated US$25 million facility investment is not recorded as public support.

U.S. Department of Defense

Official DPA Investment award release for 5N+ Semiconductors. States the $14.4M award, St. George location, germanium-substrate scope, four-year technical effort, and national-security/supply-chain rationale.

U.S. Department of Energy, Loan Programs Office

Closing announcement: $996M guarantee, $968M principal plus $28M capitalized interest, to Ioneer Rhyolite Ridge LLC under ATVM. DOE specifies on-site lithium-carbonate processing and identified ioneer Ltd as developer; Jan 2025 closing is not evidence of cash advanced, operating production or mine financing.

U.S. Department of Energy, NEPA

DOE environmental summary explicitly confines contemplated federal loan to on-site lithium processing facilities, sulfuric acid plant and supporting infrastructure, NOT open-pit mine development/operation. The early NEPA synopsis calls the proposed borrower Rhyolite Ridge Holdings LLC; do not conflate that with the closing release's Ioneer Rhyolite Ridge LLC without legal proof.

Defense Metals Corp.

Complete issuer release reviewed. Separate CMRDD/GPI processing-feasibility application; explicitly not a funding commitment.

Defense Metals Corp.

Complete issuer release reviewed. Ongoing mine feasibility work, completed spring drilling and pilot testing; infrastructure funding still described as conditional.

Defense Metals Corp.

Complete four-page issuer release reviewed. Conditional second-call CMIF/FLMF infrastructure award; scheduled activities are prospective.

Department of Industry, Science and Resources (Australia)

Australian government statement on the Critical Minerals Strategic Reserve.

U.S. Department of War

Official DPA Title III award release for Alaska Range Resources. States the $43.4M award, integrated extraction/concentration/refining scope, Estelle/Stibium location, and national-security/supply-chain rationale.

U.S. Department of War

Official release announcing a 15 December 2025 DPA Title III investment of $18.1M to 5N Plus for St. George germanium refining. States a sevenfold zone-refining expansion to more than 20 metric tons annually and domestic sourcing objectives.

U.S. Department of War

Official DPA Title III release describing a February 24, 2026 $27M investment in United States Antimony Corporation for Montana processing/refining expansion and Alaska feedstock development.

USA Rare Earth, Inc. / U.S. Securities and Exchange Commission (EDGAR)

The executed agreement itself (Award ID No. AP-2026-0044, execution version), filed as Exhibit 10.1 to the 8-K in src-usar-8k-2026-06-03 and read in full in a browser on 2026-09-24. Article 1: "“Direct Funding” means direct funding under the NOFO in the form of an other transaction" and "“CHIPS Incentives” means the provision of direct funding (via grants, cooperative agreements, or other transactions), loans and loan guarantees as described in the NOFO". It never calls the awards grants. Section 2.1(a) sets five maximum award amounts (Round Top $132,000,000; Stillwater Magnet $50,000,000; Stillwater Metal $20,000,000; Magnet Project 2 $60,000,000; Metal Project 2 $15,000,000). Section 2.1(b): "No obligation of funds for the Award by the Department shall occur upon execution of this Agreement. An obligation of funds for the Award shall occur only upon delivery of a Funding Obligation." Section 4.16 makes the issuance of Equity Interests to the Department a condition precedent to the Award Date. Section 10.1.1 lists the clawback events and Section 10.2 has the recipient repay recovered disbursements within 120 days of the Department's demand. It supports contract terms it states directly and is attributed to the parties.

U.S. Department of Defense

DoD release announcing the initial Defense Production Act Title III award to Perpetua Resources Idaho, Inc. for environmental and engineering work on the Stibnite Gold Project and identifying antimony trisulfide as the defense-relevant material.

European Bank for Reconstruction and Development

Original EBRD project summary: AUD 5M direct equity, Sarytogan Graphite Limited investee, bank approval 18 June 2024, disclosed 9 August 2024; lists status Signed but does not date contract execution. The report covers the original investment, not the 2026 follow-on.

European Bank for Reconstruction and Development

The bank reports AUD 5 million (about €3 million) of equity in Australian-incorporated Sarytogan Graphite Limited for its Kazakhstan graphite development. EBRD's 2024 announcement is not proof of the exact signing or settlement date.

European Bank for Reconstruction and Development

The bank separately announces a follow-on equity investment of about A$1.4M in Sarytogan Graphite Limited, increasing its stake to 18.4%, to support definitive feasibility study and other project development work. The bank page does not itself fix the exact settlement date or dollar cents.

U.S. Department of Energy

DOE NEPA explanation specifies that the proposed loan covers Thacker Pass mine processing facilities and associated infrastructure, not the development and operation of the open-pit mine. DOE Record of Decision issued 28 October 2024.

Export-Import Bank of the United States

Board minutes recording final approval of transaction AP768324XX for Perpetua Resources Idaho Inc.; identifies it as a direct loan for a Gold and Antimony project in Idaho.

Ettevõtluse ja Innovatsiooni Sihtasutus (Estonian Business and Innovation Agency)

Official EIS Ida-Viru investment-support grant-results entry for 'Magnetitehas Narva': beneficiary explicitly NPM Narva OÜ, registration 16493223; support amount €14,790,898.00; eligible project cost €63,327,184.00; funding source Õiglase ülemineku fond (Just Transition Fund); support-decision YEAR shown 2022, not a day. This is a project grant register snapshot, not the original signed grant contract, the November 2024 amendment-effective date, an official disbursement ledger, or evidence that Neo Performance parent is the legal grantee.

Rahandusministeerium (Estonian Ministry of Finance), Financial Control Department

14-page signed final project audit dated November 21, 2025, for project 2021-2027.6.01.22-0002. Page 3 (PDF p. 3) tabulates approval decision 11-2/22/3107 of Nov 3 2022, revisions 11-2/23/3085 of Nov 3 2023, 11-2/24/4882 of Nov 28 2024, and 11-2/25/4023 of Sep 16 2025. Names NPM Narva OÜ as grantee and NPM Silmet OÜ as partner. Pages 7–9 report recipient transfer (95% activity/budget) from NPM Silmet to NPM Narva and process findings on 2024 budget revisions. Audit establishes decision dates and legal grant identity; it does not reproduce the complete amendment document or grant ceiling in each period, nor prove a decision's legal effective-upon-service date. Report signed/dossier date is not necessarily publication date; datePublished null.

European Commission, Representation in Estonia

The Estonian-language Commission project page states 'Euroopa Liidu õiglase ülemineku fond toetas tehase rajamist 14,7 miljoni euroga' (the EU Just Transition Fund supported plant construction with €14.7M). This confirms a separately reported €14.7M support figure, not when the 2024 award amendment was executed, whether money was fully disbursed, or why Neo's March 2026 AIF uses approximately €14.8M. No reliably identified publication date on the page.

European Investment Bank

Finland signatures table (report printed p.15 / PDF p.21) records Keliber Battery Grade Lithium Production, Keliber Technology Oy €150.0M and Natixis €17.5M. The report names signature counterparties and does not itself establish the downstream flow, financial instrument, or beneficiary of the Natixis transaction.

Executive Office of the President / Federal Register

Canonical Federal Register text, 85 FR 62539 (FR Doc. 2020-22064), signed 30 September 2020. Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2020/10/05/2020-22064.txt). Source of the verbatim national-emergency determination, the section 2(a) policy statement, and the passages naming China. Note for re-verification: the printed text is hard-wrapped, so quoted passages here have had line breaks removed and no other alteration.

Executive Office of the President / Federal Register

Canonical Federal Register text, 90 FR 13673 (FR Doc. 2025-05212), signed 20 March 2025. Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2025/03/25/2025-05212.txt); the HTML page above 302-redirects automated clients to an unblock page, so cite the HTML URL but fetch the text endpoint or the API to re-verify. Source of the verbatim Purpose-clause framing anchor and of the section 2 definitions of "mineral" and "mineral production".

Executive Office of the President / Federal Register

Canonical Federal Register text, 90 FR 16437 (FR Doc. 2025-06836), signed 15 April 2025. Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2025/04/18/2025-06836.txt); the HTML page above 302-redirects automated clients to an unblock page. Source of the two verbatim section 1 framing anchors, the section 2 definitions, and the section 3 instruction to the Secretary of Commerce to open the section 232 investigation.

Fasken (transaction counsel to EBRD)

EBRD's transaction counsel reports final closing on 10 February 2025 in two tranches for aggregate A$5M; its stated share count multiplied by stated issue price does not reconcile to A$5M, so SMPT relies on the lender's direct money figure and makes no share-count inference.

U.S. Geological Survey / Federal Register

Canonical Federal Register notice (FR Doc. 2025-19813) for the final 2025 list.

Office of the Secretary, U.S. Department of the Interior / Federal Register

Canonical Federal Register notice, 83 FR 23295 (FR Doc. 2018-10667). Read in full 2026-08-12 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2018/05/18/2018-10667.txt), which serves automated clients where the HTML page does not. Source of the verbatim 35-mineral list, the SUMMARY framing anchor, and the authority line "Authority: E.O. 13817, 82 FR 60835 (December 26, 2017)."

European Investment Bank

Official EIB release: EIB is lending €150 million to Keliber Oy as part of a €500 million financing package for integrated lithium mining, concentration and lithium-hydroxide processing in Finland. The direct loan is backed by an InvestEU guarantee.

Federal Register of Legislation, Commonwealth of Australia

Authorised version of the Act as made. Metadata (Act No. 9 of 2025, making date 14 February 2025, in force, administered by the Department of the Treasury) read 2026-08-12 from the Register's own API at https://api.prod.legislation.gov.au/v1/titles/C2025A00009. Schedule 2 read in full from the authorised PDF at https://www.legislation.gov.au/C2025A00009/asmade/2025-02-14/text/original/pdf (footer "Authorised Version C2025A00009 registered 18/02/2025"). Caveat: the /text HTML view cited above is a JavaScript shell that returns no provisions to an automated client — re-verify against the PDF or the API, not that page.

Natural Resources Canada

NRCan's standing Global Partnerships Initiative page. It describes contribution funding as non-repayable and lists Cyclic Materials among GPI funded projects, with up to C$9.1 million to advance processing, separation and metallization technologies for an integrated rare-earth recycling value chain. The page is updated in place and carries no publication date.

Natural Resources Canada

Official NRCan release on CMRDD support for midstream lithium processing: C$4,937,500 to Saltworks for lithium-brine concentration/conversion and C$4,500,000 to NORAM Electrolysis Systems for industrial-scale lithium-hydroxide electrolysis demonstration. The two awards are coded in the lithium financing backfill; NORAM's binding agreement is separately verified through the federal grants disclosure.

Natural Resources Canada

NRCan's own press release announcing $8.4 million under the Critical Minerals Research, Development and Demonstration (CMRDD) program, split between Cyclic Materials Incorporated ($4.9 million, rare-earth permanent-magnet recycling) and Green Graphite Technologies Inc. ($3.5 million, battery-grade graphite). States the Budget 2022 / $3.8 billion Canadian Critical Minerals Strategy funding lineage directly. Re-read in full in a browser on 2026-09-23 (canada.ca times out for automated clients); every amount and quotation in the Capital & Control rows that cite it was checked against that text.

Innovation, Science and Economic Development Canada

ISED statement ordering the three divestitures under the Investment Canada Act. URL filed under the canada.ca 2022/10 path; the order date is 2 November 2022.

Government of Canada Open Government Portal / Natural Resources Canada

Official grant disclosure for agreement CMRDD2-048. Lists Cyclic Materials Inc., agreement value C$4,893,125, and agreement period 17 July 2024 through 31 March 2026.

Government of Canada Open Government Portal / Natural Resources Canada

Official grant disclosure for agreement CMRDD2-039. Lists Green Graphite Technologies Inc., agreement value C$3,500,000, and agreement period 9 August 2024 through 31 March 2026.

Government of Canada Open Government

Official federal grants-and-contributions disclosure for NRCan agreement CMRDD2-021 with NORAM Electrolysis Systems Inc. Agreement value C$4,500,000; agreement period 2024-07-08 through 2027-03-31; title ELECTROLYSIS FOR LITHIUM PRODUCTION AND RECYCLING.

Government of Canada Open Government

Official federal grants-and-contributions disclosure for National Research Council Canada agreement 1022725 with Telescope Innovations Corp. Agreement value C$319,200; agreement period 2024-09-01 through 2026-03-31; contribution title Li-PICK - Energy Efficient Battery Recycling Enabled by Recrystallization. The description explicitly covers conversion of spent lithium-ion batteries into cathode active material and battery-grade lithium carbonate.

Government of Canada Open Government Portal

Federal grants-and-contributions disclosure for Cyclic Materials Inc. Agreement 1019177. It records a C$5,000,000 contribution from the Federal Economic Development Agency for Southern Ontario, with an agreement period beginning 1 September 2025 and ending 30 September 2028, to scale operations and establish a rare-earth-elements recycling Centre of Excellence in Kingston, Ontario.

Prime Minister of Australia

The Prime Minister's release, dated Tuesday 21 October 2025 in Australia (datetime 2025-10-20T19:16:41Z), read in full in a browser on 2026-09-23 (the site blocks automated clients). Source of "each provide at least USD$1 billion in investments towards an USD$8.5 billion pipeline ... over the next six months", the up to USD$200 million concessional equity in the Alcoa-Sojitz Gallium Recovery Project with an Australian right of offtake, the US equity investment with a right of offtake in the same project, and the USD$100 million equity investment in Arafura's Nolans project.

U.S. Department of the Interior

Department of the Interior press release announcing the final 2025 list; source of the attributed Secretary Burgum quotation.

U.S. Geological Survey

USGS announcement of the final 2025 list (60 minerals; ten added in 2025).

Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)

June 2026 quarter update: strategic partner and Final Investment Decision still outstanding; pre-feasibility for battery-grade lithium carbonate completed, construction remains a future milestone; expressly confirms no production or development activity in quarter. Nonbinding Korea KIND/Hyundai MOUs are not cash or binding equity. Separate US Army Tooele land-lease possibility is not part of this ATVM guarantee.

Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)

Issuer's 17 January 2025 closing announcement confirms the $996M ATVM facility, principal/interest split and earlier January 2023 conditional offer, including $268M principal increase. This is the same loan, not a second 2023 commitment or $996M immediately paid.

Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)

Issuer securities filing recounts 2025 loan closing and conditions to first DOE advance (strategic partner equity, additional funding and project-finance model), and states that a final investment decision and construction need further financing. The February 2025 Sibanye proposal did not proceed; it is not a valid assumption of equity capital.

Ioneer Ltd / U.S. Securities and Exchange Commission (EDGAR)

Directors' report: issuer compliant with closed DOE loan facility, no development decision at June 30, 2026. Note 10: $4.273M unamortized DOE loan establishment fees, amortization starts after first draw; it is not an advance or independent commitment. Filing documents no positive disbursement; an absence of disclosure is not a universal proof none occurred later.

Lynas Rare Earths Limited / ASX

Lynas' two-page ASX market announcement dated 7 March 2023, read in full from the weblink.com.au copy of the ASX filing (the ASX-hosted PDF was not located). Its opening says Lynas is pleased to announce the signing of new agreements with JARE, and it states: "The agreements were signed today at a signing ceremony in Tokyo, Japan", so execution on 7 March 2023 is expressly stated. It sets out JARE's AUD$200 million contribution through a subscription for ordinary shares priced off the VWAP around the announcement, so the subscription and cash receipt come after signing; the receipt day is stated in no source reviewed. This recipient announcement supports the contract date and terms it states, not government framing.

European Investment Bank

Official EIB project record. Status Signed; records €150,000,000 signed on 2024-08-20 and a later €17,500,000 signature on 2024-12-20. This tranche codes only the €150 million transaction surfaced by the August 2024 EIB release. Project description covers lithium mines, a concentrator and a hydrometallurgical battery-grade lithium-hydroxide plant.

Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)

DOE Loan Note 4 and MD&A pages 23–28: original 2024 loan $2.26B ($1.97B principal plus estimated $289.6M interest), amended Oct 7 2025 expected total $2.23B ($1.97B principal plus estimated $256M interest). Three cash advances $435M Oct 20 2025, $432M Feb 24 2026, $342M Jun 3 2026; cumulative advances $1.209B by Jun 30 2026. This cumulative amount is within, not in addition to, the facility; carrying amount $988.018M reflects debt costs and accrued interest and is not cumulative cash advanced. Thacker Pass Phase 1 plant construction ongoing, not operational.

Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)

SEC EDGAR accession 0001193125-25-233937 filed and accepted October 8, 2025; period of report and amendment execution October 7, 2025. Item 1.01: omnibus waiver, consent and amendment was entered October 7 but becomes effective only upon satisfaction of conditions precedent. Exhibit 99.1 describes revised expected $2.23B facility. Subsequent Q2 2026 issuer 10-Q separately confirms initial advance October 20, proving amended facility operative by (not necessarily on) that day.

Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)

Omnibus Waiver, Consent and Amendment No. 2 dated as of 7 October 2025 identifies LITHIUM NEVADA LLC (formerly Lithium Nevada Corp.) as the same Nevada borrower and Lithium Americas Corp as Sponsor. A revised legal agreement to the existing 2024 facility, not a second DOE loan. Published as an issuer exhibit in 2026.

Lithium Americas Corp. / U.S. Securities and Exchange Commission (EDGAR)

Executed Loan Arrangement and Reimbursement Agreement dated 28 October 2024, loan number A1034, between DOE and LITHIUM NEVADA CORP. as Borrower. Federal Financing Bank advance arrangements occur under the ATVM legal mechanics, not as another project loan. Document exhibited to issuer SEC filing in 2025; agreement date is not its SEC publication date.

Lynas Rare Earths Limited / ASX

ASX-filed quarterly report, read in full on 2026-10-02. Page 10 says that, "As announced on 7 March 2023", Lynas signed new JARE agreements and that JARE provided AUD200 million in cash through an ordinary-share subscription; the signing day itself is established by the 7 March 2023 announcement (src-lynas-asx-20230307-jare-agreements), not by this report. Page 11 records the AUD200 million JARE proceeds in the March-quarter cash-flow table. The exact cash-transfer day is not stated. This recipient filing supports its direct financing disclosures, not government framing or completion of the entire growth plan.

Ministry of Commerce (China)

Official spokesperson statement announcing the joint arrangement that Announcement No. 70 implements: the US pauses its 29 September 50% penetration rule for one year and China suspends the 9 October export-control measures for one year. Anchor for the suspension event's framing, since No. 70 itself states no rationale.

Ministry of Commerce (China)

Primary MOFCOM/GACC announcement (No. 10 of 2025) on export controls for tungsten, tellurium, bismuth, molybdenum and indium related items; source of the verbatim Chinese justification clause.

Ministry of Commerce (China)

Primary MOFCOM/GACC announcement (No. 18 of 2025) on export controls for certain medium and heavy rare-earth-related items; source of the verbatim Chinese justification clause.

Ministry of Commerce (China)

Primary MOFCOM/GACC announcement (No. 23 of 2023) implementing export controls on gallium- and germanium-related items; effective 1 August 2023 (本公告自2023年8月1日起正式实施). Inspected directly for the verbatim Chinese justification clause. Like the graphite announcement and unlike the rare-earth and tungsten measures, the text carries no non-proliferation clause.

Ministry of Commerce (China)

Primary MOFCOM/GACC announcement (No. 33 of 2024) implementing export controls on antimony-related items and superhard-materials equipment; effective 15 September 2024. Inspected directly for the verbatim Chinese title and operative scope.

Ministry of Commerce (China)

Primary MOFCOM/GACC announcement (No. 39 of 2023) optimising and adjusting temporary export-control measures on graphite items; source of the verbatim Chinese justification clause.

Ministry of Commerce (China)

Primary suspension decision. Operative text inspected directly: 自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。 The announcement body carries no justification clause beyond 经批准 (upon approval).

MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)

Binding annual filing of the recipient, read in a browser on 2026-09-23. Reports the July 2025 public offering (13,590,908 shares, net proceeds $724.2 million), the Samarium Project Loan note issued in August 2025, "funds received from the DoW Transactions", and 400,000 Series A preferred shares issued in 2025 and outstanding at December 31, 2025. It does not mention the $350 million Funding Allocation or say whether any additional preferred stock was sold to the DoW.

MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)

Binding quarterly filing of the recipient, read in a browser on 2026-09-23. Note 12: "In July 2025, the Company issued 400,000 shares ... to the DoW for cash consideration of $400.0 million." Note on debt: the Samarium Project Loan "bears interest at a fixed rate of 5.38% per annum". Note 3 and MD&A: the Price Protection Agreement commenced on October 1, 2025; PPA income of $59.9 million for the six months to June 30, 2026 and a PPA income receivable of $17.6 million ($51.0 million at December 31, 2025). The 10X Facility is in Northlake, Texas, on a 120-acre site bought in April 2026, where construction is "currently underway". It refers to the Department of Defense as the Department of War. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date.

MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)

Binding quarterly filing of the recipient, read in a browser on 2026-09-23 (EDGAR refuses automated clients without a contact header). States that the banks' Commitment Letter "expired undrawn on its own terms on August 26, 2025, as it was reduced on a dollar-for-dollar basis upon the Offering ... and the Company's execution of the Revolving Credit Facility", and that in August 2025 the Company issued the $150 million Samarium Project Loan note to the DoW. It supports financing facts it states directly and is attributed to the company, not to the government. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date.

MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)

The binding disclosure of the DoD deal terms, filed with the SEC. Read in full 2026-08-12 (EDGAR returns 403 without a declared user agent). Confirms verbatim: the Transaction Agreement was entered into on 9 July 2025 (the 'Effective Date'); a commitment for a $150 million loan to support expansion of heavy rare earth separation, to be extended by DoD within 30 days following closing; a quarterly payment per kilogram of NdPr equal to the shortfall between $110 per kg and the benchmark quarterly average price; a 10-year offtake agreement for magnet production from the 10X Facility; and a warrant issued to DoD. Source type 'other' follows the convention used for src-mp-dod-2025 (company document rather than a government instrument), but this is the filed agreement disclosure rather than a press release. Note the event is dated 2025-07-10, the announcement date, while the agreement's effective date is 2025-07-09. Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the filing. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date.

MP Materials Corp.

Full original company results release read on 3 October 2026. CEO comments report accelerated construction at the 10X magnet manufacturing facility. Qualification and production at Independence are separate from the 10X construction project. The release does not establish 10X's actual construction commencement date, operational status, or a draw under the expired bank commitment letter.

MP Materials

Company press release setting out the DoD–MP Materials deal terms (preferred stock, warrant, loan, NdPr price floor, magnet offtake). Source type recorded as 'other' (company announcement).

Export-Import Bank of the United States

EXIM programme page describing MMIA as a domestic financing tool for sectors critical to national security and for improving the resiliency and security of U.S. supply chains.

Nouveau Monde Graphite / SEC

Complete issuer MD&A, signed August 12, 2026. Pages 9–10 date Phase 2 mine construction from April 13. Financing and liquidity sections describe a later US$335-million EDC/CIB debt commitment subject to conditions and final documentation. Physical implementation is attributed to the company; forecasts are not treated as completed milestones.

U.S. Geological Survey

Official USGS cobalt commodity sheet. Reports Congo (Kinshasa) at an estimated 73% of 2025 world mine production, China as the leading refined-cobalt producer and consumer, and the DRC's 2025 export-ban-to-quota transition. Used for current cobalt supply-chain context, not as a coded policy event.

U.S. Geological Survey

Official USGS lithium commodity sheet. Reports batteries as 88% of estimated global lithium end use and describes rechargeable-battery demand from electric vehicles, grid storage, portable electronics and power tools.

U.S. Geological Survey

Official USGS 2026 nickel commodity sheet. Reports estimated 2025 Indonesian mine production of 2.6 million tonnes out of 3.9 million tonnes worldwide, and notes that stainless and alloy steel plus nickel-containing alloys typically account for more than 85% of U.S. primary nickel consumption. Used for current nickel supply and end-use context, not as a policy instrument.

Natural Resources Canada

Natural Resources Canada's own release announcing the Strategy, datelined "December 9, 2022 Vancouver, British Columbia". Read in full 2026-08-12. Source of the funding figure, the five stated outcomes and the attributed ministerial quotation. Caveat: this release announces the Strategy and is not the Strategy document itself; the 31-mineral list it refers to was not machine-read in this session, so the material scope coded on the event is limited to the minerals this release names. Re-read in full in a browser on 2026-09-23 (canada.ca times out for automated clients); every amount and quotation in the Capital & Control rows that cite it was checked against that text.

Nouveau Monde Graphite / SEC

Issuer disclosure furnished to the SEC. Government of Canada Offtake Agreement section reports definitive signing, 30,000 tonnes per annum and seven years from commercial production; it does not evidence shipments or payments.

Namibia Critical Metals Inc.

Full four-page company-hosted original PDF read on 3 October 2026. It distinguishes the completed C$23 million earn-in, the approximately C$11 million expanded DFS budget, and JOGMEC's up-to-C$47.668 million investment in TJNREC with an initial investment on 23 July. It does not quantify the initial SPC investment. Transfer of the 50% project interest is subject to prior shareholder and TSX Venture Exchange approvals. Ongoing pilot-scale work, engineering, permitting and mine planning remain definitive-feasibility activities; pre-FID work is not commercial construction or operation.

Namibia Critical Metals Inc.

Full three-page company-hosted original PDF read on 3 October 2026. The document is dated 31 August despite its September upload directory. The opening paragraphs say the project-interest transaction still requires shareholder consent and regulatory approvals, including final TSX Venture Exchange approval. Its completed C$23 million expenditure requirement does not establish that the conditional transfer is complete or disclose payments under JOGMEC's newer SPC equity commitment.

National Wealth Fund

The National Wealth Fund's own release announcing up to £71 million (£36 million equity plus up to £35 million lending) for Tungsten West to restart the Hemerdon tungsten and tin mine near Plymouth. States that the resulting negotiation right for up to 50% of production is separate from the offtake agreement itself, which was still being negotiated by the UK Government as of this release.

Neo Performance Materials

Neo states that its European permanent magnet manufacturing facility is in commercial production and shipping volumes of rare-earth sintered magnets to a Tier 1 EV traction-motor customer.

Neo Performance Materials

Neo states that it was awarded a grant of up to €18.7 million from the Government of Estonia under Europe's Just Transition Fund for the planned magnet plant.

Neo Performance Materials Inc.

2024 Annual Information Form, printed p. 9 / PDF page 10. Neo reports its same Narva JTF grant was amended in November 2024, increasing grant rate from 18.75% to 23.3% while eligible project size decreased to €63.3M; revised support approximately €14.7M vs original up to €18.7M. This establishes amendment MONTH, not exact effective day. Financial report publication March 18, 2025, not November 2024.

Nova Minerals Limited / U.S. Securities and Exchange Commission (EDGAR)

Filed company report describing Alaska Range Resources as Nova's 100%-owned U.S. subsidiary, the $43.4M 24-month firm-fixed-price DPA project sub-agreement, and Port MacKenzie refinery development.

Nova Minerals Limited / U.S. Securities and Exchange Commission (EDGAR)

Filed quarterly report recording commencement of procurement for mining and processing equipment for starter antimony operations and the Port MacKenzie refinery.

Office of the Under Secretary of War for Research and Engineering (OUSW(R&E))

OSC's own page on the Research and Engineering site. Its history list includes the entry "Secretary of Defense Establishes Office of Strategic Capital": "SECDEF establishes the Office of Strategic Capital (OSC) as a finance organization within the Department of Defense". Read 2026-09-23; cited for OSC's place inside the department, which the loan releases do not state in terms.

U.S. Department of War (Office of Strategic Capital)

Read in full in a browser on 2026-09-23 (war.gov returns HTTP 403 to automated clients). Source of the joint $700 million conditional loan commitment ($620 million to Vulcan Elements, $80 million to ReElement Technologies), the OBBBA funding source, the warrants, the Commerce CHIPS Program Office's preliminary non-binding letter of intent for $50 million in proposed incentives, the $50 million of Vulcan equity Commerce will receive, and the statement that no OSC funds are disbursed until the conditions are met.

U.S. Department of Defense, Office of Strategic Capital

OSC release recording the execution of the $150M loan contemplated by the July 2025 DoD agreement, the office's first direct loan. war.gov returns HTTP 403 to automated clients; the body text was read in full in a browser on 2026-09-23. It states that the funding for the loan comes from the One Big Beautiful Bill Act, which provides OSC with $500 million of credit subsidy funding, creating up to $100 billion in available loan funds for critical minerals production and related industries and projects. The loan's rate and term come from the MP Materials Form 8-K (src-dod-mp-transaction-agreement-2025).

Green Graphite Technologies Inc.

Full official company LinkedIn post read on 3 October 2026. It says the Mississauga graphite-purification demonstration facility is entering final-stage commissioning and describes continuous carbochlorination at scale for a domestic battery-materials supply chain. It does not name the NRCan EIP/Regolith award, disclose grant payment or claim commercial operation; the project linkage is limited to the matching recipient, Mississauga location and graphite-purification process. Date provenance: the visible page shows only a relative age ("1mo"). The 11 August 2026 date comes from LinkedIn's own page metadata (SocialMediaPosting datePublished 2026-08-11T14:44:18Z) and matches the timestamp encoded in the post's activity ID; it is platform-stated, not printed in the post text and not independently corroborated by a GGT release or other outlet.

Perpetua Resources Corp.

Company project update stating that additional critical-path construction began 30 May 2026 and built on early-works construction that began in October 2025.

Perpetua Resources

Original Perpetua issuer release accessed and source-checked October 9, 2026. Its Oct 21, 2025 opening and CEO quotation report the START of Stibnite early-works construction, not the completion, commissioning or production of the whole mine. The company says its construction financial assurance was posted using cash on hand; a preliminary EXIM letter/indicative term sheet is expressly nonbinding. Registered original source only; proposed project-native construction milestone remains unreviewed.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

SEC-filed annual report (Corporate Structure, printed p.9; registrant cover; notes to consolidated financial statements) identifies Perpetua Resources Corp. as incorporated in British Columbia, Canada, and its wholly owned Perpetua Resources Idaho, Inc. as the operating entity that manages Stibnite activities. It expressly distinguishes Idaho Gold Resources Company, LLC as project property holder.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

Filed disclosure that the DPA TIA was definitized at $24.8 million on 25 July 2023 and modified on 2 May 2024 with an additional $34.4 million, bringing the total to $59.2 million. Also reports reimbursements under the agreement.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

Filing date 2026-08-14 independently verified against SEC EDGAR accession 0001104659-26-097134 index; 2026-06-30 is the period-end, not the publication date. Filed disclosure that all $59.2 million available under the DPA TIA had been disbursed and the agreement expired 16 June 2025; also records the OTIA's later additions to a current estimated $27.1 million and ongoing reimbursements. Separately describes the EXIM board-approved $2.9 billion senior secured loan as subject to definitive documentation and conditions precedent.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

Filed disclosure of the Technology Investment Agreement effective 16 December 2022. States that Perpetua Resources Idaho entered into an undefinitized TIA with DoD/Air Force Research Laboratory for up to $24.8 million under DPA Title III.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

Filed disclosure of the 18 August 2023 OTIA through the Defense Ordnance Technology Consortium, originally up to $15.5 million, to demonstrate a domestic antimony trisulfide supply chain using Stibnite ore and to develop a modular pilot plant.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

Form 8-K Item 1.01 identifies July 25, 2023 definitization of the same December 16, 2022 DPA TIA and full not-to-exceed amount $24,812,062; no other material terms changed. July 25 is the contract action date, not necessarily the EDGAR filing day. The filing publication day has not been independently verified.

Perpetua Resources Corp. / U.S. Securities and Exchange Commission (EDGAR)

Form 8-K Item 1.01 reports that on May 2, 2024 the issuer obtained approval and entered an amendment to the SAME DPA Technology Investment Agreement, adding $34,412,114 and raising its total to $59,224,176. The modified agreement covers specified reimbursable costs through June 16, 2025. May 2 is the contract-action date; the filing/publication day has not been independently verified.

Prime Minister of Canada

Quick facts distinguish the December 2024 C$35.6-million CGF investment from the additional 2026 investment. Used to identify the earlier transaction behind the NRCan backgrounder amount, not to convert currencies or replace it.

Federal Register (Office of the Federal Register, National Archives)

Canonical Federal Register text, 91 FR 2439 (FR Doc. 2026-01045), signed 14 January 2026. Read in full 2026-09-23 via the Federal Register full-text endpoint (https://www.federalregister.gov/documents/full_text/text/2026/01/20/2026-01045.txt). Source of the 24 October 2025 report date, the negotiation mandate and the 180-day update requirement.

Export-Import Bank of the United States

EXIM transaction table, updated 2 July 2026, listing Perpetua Resources Corp. as a 2026 U.S. mining project-finance transaction with a financed amount of US$2.906 billion and status 'Authorized'.

European Commission

The Communication itself, 19 pages, read in full 2026-09-23. Section 2.1: "Overall, as part of a Team Europe approach, the EU should mobilise EUR 3 billion of EU funds within the next 12 months in direct support of the CRM value chain"; names the Just Transition Fund's EUR 18.7 million for Neo Performance's rare earths magnet project in Estonia, EIB loan agreements with the Strategic Projects UpCatalyst and Keliber, and the EBRD's equity of around EUR 3.6 million in the Sarytogan Graphite Strategic Project. Section 3.1: by Q2 2026 the Commission will propose restrictions on exports of permanent-magnet scraps and waste.

Official Journal of the European Union (EUR-Lex)

Consolidated legal text of the Critical Raw Materials Act; entered into force 23 May 2024.

Department for Business, Energy & Industrial Strategy (UK)

The 2022 strategy, published 22 July 2022 and last updated 13 March 2023. The publication page now carries a withdrawal notice dated 24 November 2025; every page of the document PDF is stamped "Withdrawn 22 November 2025". Document read in full 2026-08-12 from https://assets.publishing.service.gov.uk/media/691b0eac84a267da57d705db/withdrawn-resilience_for_the_future_the_uks_critical_minerals_strategy.pdf. Source of the verbatim 18-mineral BGS criticality cohort and the A-C-E framing anchor.

Department of Industry, Science and Resources (Australia)

Official Australian resources outlook. Used for lithium dossier context: Australia expects strong growth in mined lithium output through 2031, with lithium demand driven by EV and battery-energy-storage deployment; the publication also tracks lithium hydroxide alongside spodumene.

Sarytogan Graphite Limited / ASX (announcement reproduced by Market Index)

Sarytogan's dated ASX statement of 30 April 2026 reports A$1,396,581.12 cash received from EBRD under its separately agreed 6 November 2025 top-up placement (amended 18 November 2025): 17,457,264 shares at A$0.08. Kazakhstan MIC, Australian FIRB and company shareholder conditions were fulfilled by settlement.

Canada Growth Fund Inc. / SEC

Investor securities filing. Items 3–4 state the US$25-million cash purchase, December 16 subscription agreement and December 20, 2024 private placement. Warrants included in beneficial ownership are not inferred exercised or counted as additional public support.

JOGMEC

JOGMEC news release on the JARE additional equity investment in Lynas and the heavy-REE offtake. Date confirmed by fetching the primary. URL canonicalized 2026-07-09 after a JOGMEC site restructure (news_10_00029.html now redirects here); content re-verified as the same release.

Sibanye Stillwater Limited / U.S. Securities and Exchange Commission (EDGAR)

Binding EIB €150M facility agreement executed August 20, 2024 and furnished April 25, 2025. Party definitions name Keliber Technology Oy as Borrower; Keliber Oy is an Original Guarantor. Corrects the shorthand recipient wording in EIB's August 2024 press release.

Teck Resources Limited

Company release clarifying that the signed Strategic Investment Agreement is a commercial framework and that contemplated arrangements remain subject to definitive documentation and applicable approvals.

U.S. Department of Energy, Loan Programs Office

Official DOE project page, marked last updated October 2024: $2.26 billion ATVM direct-loan facility including $1.97B principal and about $289.7M capitalized interest, borrower then Lithium Nevada Corp, Phase 1 lithium-carbonate processing facilities in Humboldt County, Nevada. This is original closing-era amount and should not be used as the 2026 amended amount or as a disbursement.

National Institute of Standards and Technology (U.S. Department of Commerce, CHIPS Program Office)

Commerce's own release, read in full 2026-09-23: "a non-binding letter of intent to provide up to $277 million in direct funding and up to $1.3 billion in a senior secured loan to USA Rare Earth (USAR) under the CHIPS and Science Act"; two projects in Texas and Oklahoma; Commerce to receive about 16.1 million shares and a warrant for 17.6 million more.

U.S. Army

Army article on the 29 July 2026 opening of the Idaho National Laboratory prototype antimony-sulfide processing facility. States that the Army effort began in 2023 at $27.1 million and that the separate DPA project with Perpetua totaled about $59.3 million.

European Investment Bank

EIB project 20240127 signature table: €18,000,000 on 20 December 2024; promoter UP CATALYST OU; Estonia. Venture debt for two Gen 4 synthetic graphite and MWCNT demonstrators plus R&D; InvestEU backed. The €46M figure is approximate total project cost. No drawdown or equivalence to the CRMA CO2Graphite project is established.

USA Rare Earth, Inc. / U.S. Securities and Exchange Commission (EDGAR)

The recipient's binding filing, read in a browser on 2026-09-23. Item 1.01 describes the Direct Funding Agreement (up to $277.0 million in five project awards) and the Loan Guarantee Agreement (the DOC guarantees $1.3 billion of Federal Financing Bank advances in five project tranches), both entered into on 3 June 2026 under the "CHIPS Incentives Program—Facilities for Semiconductor Materials and Manufacturing Equipment"; milestone-based disbursement; equity-raise requirements; covenants; and the Securities Issuance Agreement (16,132,790 shares and a warrant for 17,600,584 shares at $17.17 to the DOC). Cover page: incorporated in Delaware. It supports contract and financing facts it states directly and is attributed to the company.

Ucore Rare Metals Inc.

Complete 34-page MD&A reviewed, including subsequent events. Explicitly no definitive Canadian samarium/gadolinium funding agreement as of its date. Distinguishes existing Kingston demonstration operations, earlier CMRDD agreement and Louisiana development.

Ucore Rare Metals Inc.

Complete issuer release reviewed. Proposed Kingston commercial samarium/gadolinium facility; funding conditional on contribution agreement execution. NRCan component expressly non-repayable.

Ucore Rare Metals Inc.

Complete issuer release reviewed. Executed modification of a distinct US award supports Kingston process development and Louisiana Enhanced Machine A; not execution of the Canadian conditional package.

United States Antimony Corporation / U.S. Securities and Exchange Commission (EDGAR)

Company-authored transcript furnished in May 15, 2026 Form 8-K, period of report May 14. CEO's answer to Jonathan Miller's question on $27M DPA award attributes $20M to Thompson Falls and $7M to Alaska; allocation is a recipient statement and does not establish a payment or separate legal obligation for the Alaska tranche.

United States Antimony Corporation / U.S. Securities and Exchange Commission (EDGAR)

Filed disclosure of the DPA grant structure: $16.2M currently obligated, $10.8M subject to future authorization, $12.8M of approved milestones collected in April 2026, and substantial completion of the Thompson Falls expansion.

The White House

Full text of the Framework as signed in Washington on 20 October 2025, read in full in a browser on 2026-09-23. Source of the financing clause ("within 6 months ... at least $1 billion in financing to projects located in each of the United States and Australia"), the instrument list (guarantees, loans, equity, offtake, insurance, regulatory facilitation), the price-mechanism and asset-sales clauses, and Section II's statement that the Framework creates no legally binding obligations. The financing clause does not itself say whether the $1 billion is per participant; the Australian release (src-pm-us-au-framework-2025) says each.

Department for Business and Trade (UK)

The strategy that replaced the 2022 document, published 22 November 2025 and last updated 23 January 2026. Read in full 2026-08-12 from https://assets.publishing.service.gov.uk/media/6937fa7833c7ace9c4a41e25/uk-critical-minerals-strategy-vision-2035.pdf. Source of the verbatim Vision 2035 statement and the four "features of the ambition" targets. Caveat: the document works by reference to an existing UK critical minerals list and introduces a separate forward-looking "growth minerals" list; the enumerated minerals coded on the event are those in the strategy's own available-support table, not a restatement of the statutory list.

株式会社アライドマテリアル (A.L.M.T. Corp.)

Full one-page original Japanese PDF read and visually checked on 3 October 2026; the same announcement was corroborated on Sumitomo Electric's official 9 April release. The recipient announces approximately JPY 15.9 billion of investment in a new tungsten/tungsten-carbide powder plant and related equipment, a secured site about 1 km from Toyama Works, approximately 1.5 times current manufacturing capacity, and operation targeted for the first half of FY2028. It identifies METI supply-assurance-plan certification. It does not disclose JOGMEC grant cash receipt or confirm construction commencement. Its plant image is labelled an illustration.

独立行政法人エネルギー・金属鉱物資源機構 (JOGMEC) / 豊田通商株式会社

Japanese original of the joint JOGMEC / Toyota Tsusho release. Read in full 2026-08-11 and re-read at promotion 2026-08-12. Source of the verbatim Japanese framing anchor and of the 最大47.668百万カナダドル / 約54.6億円 figure. The 安定供給 sentence coded as the framing anchor is JOGMEC own; the サプライチェーン強靭化 sentence in the same release is Toyota Tsusho and is not coded. Rechecked in full on 3 October 2026. The initial SPC investment remains explicitly dated 23 July 2026, but its amount is not disclosed; the up-to-CAD-47.668-million figure is the investment ceiling. The FY2026 commercialization decision is a target, not an achieved FID or construction milestone.

国家行政法规库 (National Database of Administrative Regulations), Ministry of Justice of the PRC

Authoritative consolidated text in the State Council's official administrative-regulations database. Read in full 2026-08-12. Carries the enactment line (2024年9月18日国务院第41次常务会议通过　2024年9月30日中华人民共和国国务院令第792号公布　自2024年12月1日起施行), and is the source of the verbatim Article 1 purpose clause and the Article 4 allocation of competence to the State Council commerce department.

全国人民代表大会 (National People's Congress of the PRC)

Chinese primary text of the Export Control Law on the NPC's own site, carrying the adoption line （2020年10月17日第十三届全国人民代表大会常务委员会第二十二次会议通过）. Read in full 2026-08-12. Source of the verbatim Article 1 purpose clause 为了维护国家安全和利益，履行防扩散等国际义务，加强和规范出口管制，制定本法。 Note this wording for comparison work: the statute uses 为了…，履行防扩散等国际义务, which MOFCOM Announcement No. 46 (2024) tracks in the abbreviated form 为维护国家安全和利益、履行防扩散等国际义务.

中华人民共和国商务部、海关总署 (Ministry of Commerce and General Administration of Customs, PRC)

Chinese primary for Announcement No. 56 (2025), read in full 2026-09-23. Justification clause verbatim: 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准. Lists 2B902.a–z (rare-earth production and processing equipment) and 1C914.a–c (rare-earth ores, flotation reagents and extractants); "本公告自2025年11月8日起正式实施".

中华人民共和国商务部、海关总署 (Ministry of Commerce and General Administration of Customs, PRC)

Chinese primary for Announcement No. 57 (2025), read in full 2026-09-23. Justification clause verbatim: 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准. Lists 1C909 (holmium), 1C910 (erbium), 1C911 (thulium), 1C912 (europium) and 1C913 (ytterbium) items; "本公告自2025年11月8日起正式实施".

中华人民共和国商务部、海关总署 (Ministry of Commerce and General Administration of Customs, PRC)

Chinese primary for Announcement No. 58 (2025), read in full 2026-09-23. Justification clause verbatim: 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准. Three item groups: lithium batteries (3A001, 3B901.a, 3E901.a), cathode materials (3C901.a.1–3, 3B901.b) and graphite anode materials (3C901.b.1, a mixed-anode entry printed as 3C902.b.2, 3B901.c.1–3, 3E901.b); "本公告自2025年11月8日起正式实施".

中华人民共和国商务部 (Ministry of Commerce, PRC)

Chinese primary for Announcement No. 46 (2024). Read 2026-08-12. Justification clause verbatim: 为维护国家安全和利益、履行防扩散等国际义务 — this text does carry the non-proliferation limb, which Announcement No. 61 (2025) does not. Names 镓 (gallium), 锗 (germanium), 锑 (antimony) and 超硬材料 (superhard materials) for the US export ban, with 石墨 (graphite) subject to stricter end-use review. Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the primary rather than restored from a copy.

中华人民共和国商务部 (Ministry of Commerce, PRC)

Chinese primary for Announcement No. 72 (2025), which suspends the second paragraph of Announcement No. 46 (2024) — the gallium/germanium/antimony/superhard-materials export ban on the United States. Read 2026-08-12; the operative sentence gives the suspension window verbatim as 自即日起至2026年11月27日 (from the date of issue to 27 November 2026). Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the primary rather than restored from a copy.

中华人民共和国商务部 (Ministry of Commerce, PRC)

Chinese primary for Announcement No. 61 (2025), the extraterritorial rare-earth measure. Read 2026-08-12. Justification clause verbatim: 为维护国家安全和利益，根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》等法律法规相关规定，经中国国务院批准. The text contains no 防扩散 (non-proliferation) limb and no reference to international commitments, which is why the framing claim on this event codes national security only. Rebuilt 2026-08-12 after the record was lost to an accidental working-tree revert; re-verified against the primary rather than restored from a copy.

中华人民共和国商务部 (Ministry of Commerce, PRC)

Chinese primary for Announcement No. 62 (2025), read in full 2026-09-23. Justification clause verbatim: 为维护国家安全和利益，根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》等法律法规相关规定，经国务院批准. Like No. 61 it carries no non-proliferation limb. Controls 1E902.a (rare-earth mining, smelting-separation, metal-smelting, magnet-manufacturing and secondary-recovery technology and its carriers) and 1E902.b (production-line assembly, commissioning, maintenance, repair and upgrading technology); "本公告自发布之日起实施". The two .wps annexes are filing guides, not item lists.

中华人民共和国商务部 (Ministry of Commerce, PRC)

MOFCOM's own notice of a special enforcement campaign against smuggling and illegal export of strategic minerals, held as an on-site meeting in Shenzhen. Names gallium, germanium, antimony, tungsten and medium/heavy rare earths explicitly; names false declaration/concealment, concealed smuggling and third-country transshipment as the targeted evasion methods; and states that strengthening export controls on strategic mineral resources relates to national security and development interests.

中华人民共和国国务院 (State Council of the PRC), via 中国政府网

Full text of the Regulations on Rare Earth Administration on the State Council's own portal, with the document metadata block giving 发文字号 国令第785号, 成文日期 2024年06月22日 and 发布日期 2024年06月29日. Read in full 2026-08-12. Source of the verbatim Article 1 purpose clause and of Articles 4, 8, 10, 13, 14, 15 and 16 (state ownership, designated-enterprise regime, total-quantity control, illegal-product prohibition, traceability system, export-control cross-reference and the reserve system).

e-Gov法令検索, Digital Agency, Government of Japan

Official consolidated text of the Economic Security Promotion Act in the Government of Japan's statutory database. Metadata (law_num 令和四年法律第四十三号, promulgation_date 2022-05-18) and the Article 1 purpose clause read 2026-08-12 from the e-Gov API at https://laws.e-gov.go.jp/api/2/law_data/504AC0000000043 — the page URL cited above is a JavaScript shell that returns no text to an automated client, so re-verify via the API. No official English translation was located for this Act in this session; the English title and the Article 1 rendering are this project's own.

独立行政法人エネルギー・金属鉱物資源機構 (JOGMEC)

JOGMEC's page for the critical-minerals grant programme under the Economic Security Promotion Act, read in full 2026-09-23. It pays certified businesses "当該取組に係る申請者負担額の1／2の助成金" (a grant of half the applicant's cost of the undertaking) and lists the grant decisions (交付決定事業) with approximate amounts and the fiscal year of the decision: nine as read, the latest three in 令和8年度 (FY2026). Rechecked in full on 3 October 2026 against the current official page (ten grant-decision rows). Allied Material remains an approximately JPY 7.5 billion decision in FY2025, without a calendar decision date or cash-payment disclosure. The 助成率 table states half the applicant's costs as an upper limit, not an exact project-wide ratio.

経済産業省 (Ministry of Economy, Trade and Industry, Japan)

METI's critical-minerals page, section 4 (認定供給確保計画): each certified supply-assurance plan with the business, certification number, the undertaking and the approximate subsidy (※助成額は約○億円), and the certification date. Read in full in a browser on 2026-09-23 (the site refuses automated clients); eleven plans listed, the latest certified on 16 September 2026. The page is updated in place and carries no publication date for the list.

Japan Organization for Metals and Energy Security (JOGMEC) / Toyota Tsusho Corporation

JOGMEC own English edition of the same release — the issuing body official translation, which is why the framing anchor carries quoteEnSource official. Read in full 2026-08-11 and re-read at promotion 2026-08-12. Two divergences from the Japanese are recorded: the yen figure is rounded to approximately 5.5 billion yen against 約54.6億円, and the English title says Heavy Rare Earth Development where the Japanese says レアアース探査・開発事業 (rare-earth exploration and development). Rechecked in full on 3 October 2026. The initial SPC investment remains explicitly dated 23 July 2026, but its amount is not disclosed; the up-to-CAD-47.668-million figure is the investment ceiling. The FY2026 commercialization decision is a target, not an achieved FID or construction milestone.

National People's Congress of the PRC (English edition)

The NPC's own English edition of the Export Control Law — an official translation by the issuing legislature, which is why the framing anchor on this instrument carries quoteEnSource "official" rather than "self". Read in full 2026-08-12. Carries Presidential Order No. 58 and the promulgation line stating the Law "shall come into force as of December 1, 2020".

Center for Security and Emerging Technology (Georgetown University)

Institutional bilingual translation by CSET of MOFCOM Announcement No. 61 (2025). Not an official MOFCOM English version; the Chinese text is reproduced alongside the English.

Center for Security and Emerging Technology (Georgetown University)

CSET institutional bilingual translation of Announcement No. 46 (2024); source of the verbatim Chinese justification clause.

Global Times

Chinese state-media English-edition report rendering MOFCOM's stated justification for the 9 October 2025 controls.

Global Times

Chinese state-media English-edition report on the July 2023 gallium/germanium controls and their stated national-security rationale.

International Energy Agency (IEA)

IEA policy database summary of MOFCOM/GACC Announcement No. 23 (2023).

International Energy Agency (IEA)

IEA policy database summary of MOFCOM/GACC Announcement No. 39 (2023) on graphite.

Gowling WLG

Law-firm analysis of the SOE policy and the divestiture orders.

Holland & Knight LLP

Law-firm client alert summarizing the joint MOFCOM/GACC Announcement No. 18 (2025) of 4 April 2025 and the seven controlled elements.

Pillsbury Winthrop Shaw Pittman

Law-firm timeline of the 2023–2025 Chinese controls and the November 2025 suspensions; used for the February 2025 tungsten measure.

China Briefing (Dezan Shira & Associates)

Running timeline of the April, October and November 2025 Chinese measures, used to corroborate dates, elements, and the suspension window.

European Commission, Representation in Luxembourg

Commission news article, read 2026-11-03. States 46 projects in 16 Member States, selected from 102 applications of which 92 were assessed; 8 extraction, 11 processing, 19 recycling and 8 integrated. Its 102 differs from the Decision's recital (4) figure of 101; the Decision is preferred. Its benchmark-coverage and financing statements are Commission claims and are not recorded as capital. IP/26/2113 is the press-corner original and has not been read.

International Energy Agency (IEA)

IEA policy database summary of MOFCOM/GACC Announcement No. 10 (2025) on tungsten, tellurium, bismuth, molybdenum and indium.

International Energy Agency (IEA)

Used for refining/processing-concentration context (e.g. China as leading refiner for 19 of 20 strategic minerals). Market-share figures are background, not policy instruments.

International Energy Agency (IEA)

Used for current lithium, cobalt and nickel demand, supply-concentration and diversification context. The IEA identifies Indonesia as the top refiner for nickel and China as the top refiner for other key energy minerals, finds recent nickel mining/refining growth increasingly concentrated in Indonesia, and notes that midstream/downstream diversification continues to lag upstream development. Background analysis, not a policy instrument.

U.S. Geological Survey

Official USGS chapter inspected directly (PDF). Documents the August 2024 Chinese licensing requirement (ore, metals, oxides, hydrides, indium antimonides, organo-antimony compounds, gold-antimony separation technology), the near-doubling of the metal price July–November 2024 (Argus data), and the December 2024 ban on exports to the United States. Coded secondary relative to the Chinese instrument: authoritative English corroboration, not the primary text.

Fortune

Reporting on the DoD/MP Materials partnership and subsequent deals.