The ground
doesn't lie.
Neodymium · Dysprosium · Lanthanum — processing-ready laterite ore from
independently verified deep deposits. Supply chain certainty for the energy transition.
The world runs on rare earths.
One country controls the refinery.
EXPOSURE: Any disruption to Chinese processing — export controls, tariff escalation, or geopolitical shock — eliminates 60% of global separated oxide supply within 90 days. No alternative separation capacity exists at scale.
Processing-Ready Ore
Laterite chemistry bypasses conventional hard-rock crushing. Direct heap-leach extraction reduces capex by 34% vs. industry average.
Jurisdiction Stability
Operating under Tier-1 mining code with bilateral investment treaty protections. Zero nationalization risk in 40-year regulatory history.
Separation Capacity Online
Phase 1 separation plant commissioned Q2 2025. No reliance on Chinese processing infrastructure — full oxide output available for direct offtake.
Independent Assay: SGS Mineral Services
Certificate No. SGS-2024-REE-00847 · NI 43-101 Compliant
Spot markets punish procurement.
Offtake contracts eliminate the variable.
5–15 Year Fixed-Floor Pricing
Floor price set at 110% of 36-month trailing average. Clients capture upside above floor; downside risk eliminated.
Quarterly Delivery Certainty
Tonnage commitments locked 18 months forward. No spot market exposure. Procurement planning horizon extended.
Oxide Specification Guarantee
Nd₂O₃ ≥99.5%, Dy₂O₃ ≥99.0%, La₂O₃ ≥98.5%. Penalty clauses on non-conforming material. Third-party QA at port.
Force Majeure + Substitution Clause
Deposit maintains 90-day strategic inventory buffer. In declared FM events, substitute supply sourced from consortium partners.
Aug 2023 – Jan 2025 · Representative pricing data
Peak
$88
Trough
$49
Swing
80%
Third-party verified.
The numbers stand on their own.
Nd
Nd₂O₃
0.72%
99.5%
1,842 kt
Dy
Dy₂O₃
0.08%
99.0%
204 kt
La
La₂O₃
0.82%
98.5%
2,108 kt
Pr
Pr₆O₁₁
0.19%
97.8%
487 kt
Total TREO Reserve
4,641 kt
Assay Authority
SGS Mineral Services
Resource Standard
NI 43-101 Compliant
Environmental Audit
Bureau Veritas
Feasibility Stage
Pre-Feasibility Complete
Deposit Depth Profile
Depth to ore: 120m avg. Strip ratio: 2.1:1. Heap-leach amenable.
The deposit is proven.
The question is your position in the supply chain.
The Deposit Report contains the full pre-feasibility study, NI 43-101 resource estimate, processing flow sheet, and indicative offtake term sheet. It is provided to qualified institutional counterparties under NDA.
Report Contents
Qualified Prospects
Procurement directors and fund managers with active mandates may request a supervised site visit. Helicopter access from regional hub. Core library and on-site assay lab included in visit program.
Schedule a Site Visit →Access Request
Request the Deposit Report
Provided under NDA to qualified institutional counterparties only.