The KE Report

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

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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.

     

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