Northwire Canada EditionMonday, November 2, 2026
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Gold 3,911.90 +0.3% Silver 50.19 +1.9% Copper 6.51 +0.5% Oil 99.49 −4.5% Palladium 969.00 −1.9% SUM 1.27 −3.8% OSM 0.035 +0.0% TGOL 0.140 +0.0% RVG 0.630 −11.3% DNG 5.15 −1.1% TKO 10.30 −6.6% EML 0.105 +0.0% GSKR 2.50 −4.6% DEC 0.100 −4.8% AUXX 5.24 −6.3% RBZ 0.350 +16.7% ARIC 0.650 −3.0% GSP 0.130 +8.3% NVT 0.040 +0.0% GPH 0.760 −3.8% ARA 2.34 −7.9% Gold 3,911.90 +0.3% Silver 50.19 +1.9% Copper 6.51 +0.5% Oil 99.49 −4.5% Palladium 969.00 −1.9% SUM 1.27 −3.8% OSM 0.035 +0.0% TGOL 0.140 +0.0% RVG 0.630 −11.3% DNG 5.15 −1.1% TKO 10.30 −6.6% EML 0.105 +0.0% GSKR 2.50 −4.6% DEC 0.100 −4.8% AUXX 5.24 −6.3% RBZ 0.350 +16.7% ARIC 0.650 −3.0% GSP 0.130 +8.3% NVT 0.040 +0.0% GPH 0.760 −3.8% ARA 2.34 −7.9%
M&A / Property Routine +

ACLARA AND ARGONNE NATIONAL LABORATORY COMPLETE THE FIRST PHASE OF DEVELOPING A DIGITAL TWIN FOR HEAVY RARE EARTHS SEPARATION

Aclara’s partnership with Argonne validates its AI digital twin technology for heavy rare earth separation processes.

By The Northwire Desk — AI Analysis Nov 02, 2026 · 07:00 ARA · 2.34 Aclara Resources Inc.
Executive Summary

Aclara Resources Inc. (ARA) and Argonne National Laboratory have completed Phase I of their Cooperative Research and Development Agreement (CRADA), delivering a validated steady-state model for the rare earth separation process at Project Dynamo. The company was subsequently selected for Phase I of the U.S. Department of Energy's Genesis Mission to extend the model into a dynamic, AI-supported digital twin.

The digital twin aims to simulate dynamic behavior, optimize plant operations, reduce costs, accelerate ramp-up, and improve recovery and purity. This technology addresses the historical complexity of rare earth separation, where adjustments in one stage propagate across the entire circuit, traditionally requiring conservative operation based on experience.

Phase I is subject to finalization and execution of the award agreement with the DOE. Future Phase II involves deploying the digital twin for automated control, subject to further DOE evaluation and funding availability.

Material Impact

Aclara Resources Inc. (ARA) confirmed the successful completion of Phase I of the CRADA announced in July 2026, marking an expected technical milestone. The company’s validated steady-state model and selection for the DOE Genesis Mission serve to validate its strategy of combining proprietary solvent extraction technology with advanced AI modeling to de-risk scale-up.

The announcement does not introduce new financial terms, revised capex or opex estimates, or changes to the construction timeline. The focus remains on accelerating ramp-up and reducing operational risk at Project Dynamo, which aligns with previous management guidance and the company's vertically integrated mine-to-alloys strategy.

ARA · Price
Company Overview

Aclara Resources Inc. (ARA) is developing a vertically integrated heavy rare earths supply chain that spans extraction, separation, and metallization. The company’s flagship projects include the Carina Project in Brazil and the Penco Module in Chile for ionic clay mining, Project Dynamo in Louisiana, USA, for separation, and a Metals & Alloys joint venture for metallization.

The company utilizes patented Circular Mineral Harvesting technology, which eliminates blasting, crushing, and milling, recirculates up to 97% of water, and generates zero tailings. Project Dynamo is designed as a network of 478 interconnected mixer-settler stages using solvent extraction to process Super Pure Rare Earth Carbonate (SPREC) into high-purity individual oxides. This integrated strategy targets commercial production by 2028-2029, positioning Aclara as a Western-hemisphere supplier to reduce reliance on Chinese processing capacity.

Read the original news release →

More from Aclara Resources Inc.

Oct 19, 2026 · 07:00

Aclara’s Penco project in Chile targets a $344m npv and 26% irr, advancing the country’s heavy rare earth element supply chain.

Resource Estimate Oct 13, 2026 · 07:00

Aclara completes basic engineering for Project Dynamo, expanding the scope to lift the net present value to $773 million.

Production / Operations Oct 06, 2026 · 07:04

ACLARA EXPANDS PROJECT DYNAMO TO INCLUDE YTTRIUM, GADOLINIUM AND SAMARIUM SEPARATION

Production / Operations Sep 14, 2026 · 07:00

Aclara’s $277m dynamo separation plant in louisiana secured an air permit, targeting a q1 2027 groundbreaking.

Other Sep 08, 2026 · 07:00

Aclara secures $3 million in funding from JOGMEC to advance its rare earth exploration efforts in Brazil.

M&A / Property Sep 04, 2026 · 08:09

Exim Bank signals up to US$750 million for a rare earth facility in Louisiana.

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