Corporate Actions And CommercializationPlanned spin-off and IPO of subsidiary Electrified Materials, together with a secured strategic equity facility, should accelerate commercialization, expand refining capacity, and enable feedstock sales and mining royalty revenue to begin in 2026.
Government And Strategic PartnershipsGovernment strategic capital support and industry alliances indicate public and private backing that can unlock financing, accelerate plant construction, and secure offtake for refined rare earth products.
Technology AdvantageProprietary refining method is one of few domestic processes capable of producing magnet-grade, high-purity rare earth oxides, addressing a major U.S. supply-chain bottleneck and improving competitiveness for magnets and battery materials.