Northwire Canada EditionTuesday, November 10, 2026
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Gold 4,114.50 +1.0% Silver 52.69 +1.4% Copper 6.38 +2.3% Oil 86.38 −4.9% Palladium 1,037.50 +2.0% HMMC 5.30 +2.7% EQX 17.02 +4.8% URE 1.13 +7.6% VRB 0.050 −9.1% GGO 1.22 +9.9% EFF 0.030 +0.0% AXO 1.07 +0.9% VGZ 4.01 +3.1% WGLD 0.120 +0.0% AAUC 33.15 +1.9% EDR 11.80 +6.7% CNRI 0.195 +0.0% STND 0.065 +8.3% SHL 0.375 +0.0% MAI 4.39 +3.0% GCN 0.030 +0.0% Gold 4,114.50 +1.0% Silver 52.69 +1.4% Copper 6.38 +2.3% Oil 86.38 −4.9% Palladium 1,037.50 +2.0% HMMC 5.30 +2.7% EQX 17.02 +4.8% URE 1.13 +7.6% VRB 0.050 −9.1% GGO 1.22 +9.9% EFF 0.030 +0.0% AXO 1.07 +0.9% VGZ 4.01 +3.1% WGLD 0.120 +0.0% AAUC 33.15 +1.9% EDR 11.80 +6.7% CNRI 0.195 +0.0% STND 0.065 +8.3% SHL 0.375 +0.0% MAI 4.39 +3.0% GCN 0.030 +0.0%
Technical Study

Aclara Announces Significant Progress in Its Metals and Alloys Project

Aclara bridges the "mine-to-magnet" gap with successful metallurgical alloy production milestones.

By The Northwire Desk — AI Analysis Mar 11, 2026 · 07:00 ARA · 3.12 Aclara Resources Inc.
Executive Summary

The most recent news (March 11, 2026) announces the completion of technological development for Aclara’s metals and alloys project. The company will now implement a demonstration plant using molten salt electrolysis technology to produce 175 kgs per day of NdPr (Neodymium-Praseodymium) alloy with >99.5% purity. This plant is scheduled to commence operations in H2 2026. The project is a 50/50 joint venture with Chilean steelmaker CAP S.A. and aims to process oxides from Aclara’s proposed Louisiana separation facility.

Material Impact

The news is Routine - Positive. While the technological completion is a necessary milestone for the "mine-to-magnet" strategy, it was largely expected following the formation of the JV with CAP S.A. in 2024 and the hiring of COO Hugh Broadhurst to lead downstream initiatives. - Strategic Alignment: It validates the company's ability to move beyond raw mining into high-value downstream processing. - De-risking: Moving to a demonstration plant scale (175kg/day) is a standard but vital step before full-scale commercialization. - Integration: It confirms the flow-sheet: Ionic clay (Brazil/Chile) -> Carbonates -> Oxides (Louisiana) -> Alloys (JV with CAP). - Financials: The news does not provide new CAPEX figures for this specific plant, though previous guidance suggested a total vertical integration cost of $1.2B.

ARA · Price
Company Overview

Aclara is developing two primary heavy rare earth (HREE) ionic clay deposits: - Carina Project (Brazil): The flagship asset. PFS (Nov 2025) showed an NPV8 of $1.1B and IRR of 22%. It is characterized by low-cost "Circular Mineral Harvesting" (no tailings, 95% water recycling). - Penco Module (Chile): A smaller but high-grade HREE deposit currently in the final stages of a contentious environmental permitting process. - Downstream: A planned separation facility in Louisiana, USA, and an alloy JV with CAP S.A.

Read the original news release →

More from Aclara Resources Inc.

Nov 02, 2026 · 07:00

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

M&A / Property 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