The KE Report

Aclara Resources - Advancing Rare Earth Projects in Brazil and Chile, U.S. Vertical Integration

Listen Later

Francois Motte, CFO of Aclara Resources (TSX: ARA), joins me to provide an update on the company’ work plans in Brazil, Chile and the US. 

 

Aclara is advancing its Carina Module in Brazil and Penco Module in Chile, while also moving forward with a U.S. based rare earth separation facility. This is all during a critical shift in global trade dynamics and rare earth supply chains.

 

Francois also discusses how recent U.S.-China trade tensions and new tariffs are accelerating opportunities for Aclara to become a major non-Chinese rare earths supplier.

 

Key Topics Covered:

  • Brazil Progress: Strategic investors invested $25M into Aclara, in February, to help fund 2025 work; pilot plant for heavy rare earths inaugurated with strong government and community support; roadmap toward EIA approval, pre-feasibility (Q3 2025), feasibility (Q1 2026), and construction.

  • Chile Progress: Penco Module advancing through permitting with final EIA expected by year-end; feasibility study resuming in May, investment decision anticipated by mid-2026.

  • U.S. Separation Strategy: Building a pilot plant in partnership with Virginia Tech; aligning with U.S. government support for critical minerals; targeting production of separated rare earth oxides to supply U.S. and allied markets.

  • Capital Position: ~$50M in cash; fully funded for 2025 milestones in Chile and Brazil; strategic focus on securing low-cost capital and offtake agreements for 2026 construction.

    •  

    Please email me any follow up questions you have for Francois. My email address is [email protected]. 

     

    Click here to visit the Aclara website to learn more about the Company.

     

    ...more
    View all episodesView all episodes
    Download on the App Store
    The KE ReportBy KE Report
    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    12 ratings

    More shows like The KE Report

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,067 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    149 Listeners

    Mining Stock Education by Bill Powers

    Mining Stock Education

    141 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    98 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    356 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    263 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    93 Listeners

    ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

    ITM Trading Podcast

    75 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    376 Listeners

    The Jay Martin Show by Jay Martin

    The Jay Martin Show

    72 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    418 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    69 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    45 Listeners

    Commodity Culture by Jesse Day

    Commodity Culture

    22 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    154 Listeners