ARA
TSX
Rare Earth

Aclara Resources Inc.

Listed on Toronto Stock Exchange (TSX)

Mine-to-magnet rare earths developer advancing ionic-clay projects in Chile and Brazil plus downstream separation and alloys.

Company site
Market Cap$888.00M
Enterprise Value$903.40M
Cash$10.94M
Debt--
Listed OnToronto Stock Exchange (TSX)
Shares Outstanding248.04M
Reporting DateJul 31, 2026
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PlantDeposit

Latest Coverage

Oct 20, 2026

Aclara Sets US$494 Million Dynamo Estimate After Basic Engineering Completion

Aclara Resources has completed basic engineering for its planned Project Dynamo heavy-rare-earth separation facility in Louisiana, establishing a roughly US$494 million Class 3 estimate and a broader processing design than its prior conceptual study. The company targets site preparation in the first quarter of 2027 and construction completion in the second half of 2028, but both timing and execution remain conditional on financing and other customary conditions.

Oct 6, 2026

Aclara’s Louisiana Permit Clears a Gate; $277 Million Dynamo Still Needs Funding

Aclara Resources has secured Louisiana’s main air permit for Project Dynamo, clearing a major regulatory gate for its planned rare-earth separation plant at the Port of Vinton. The US$277 million separation project is targeting a first-quarter 2027 groundbreaking, but construction still depends on financing; EXIM’s US$750 million Letter of Interest is non-binding and covers a broader separation, metals and alloys scope.

Sep 8, 2026

Aclara’s $750 Million EXIM Letter Reframes Its $277 Million Louisiana Build

EXIM’s non-binding US$750 million Letter of Interest gives Aclara a potential long-tenor financing path for Project Dynamo, but the figure exceeds the earlier US$277 million separation-only Louisiana estimate because the current scope extends into metals and alloys. The remaining hurdle is turning policy support, South American feed and pilot-scale separation into a bankable U.S. project.

Jul 25, 2026

Aclara’s DOE Selection Turns Its Digital Twin Into a Separation Scale-Up Test

Aclara’s selection for U.S. Department of Energy funding validates its AI-driven rare earth separation strategy, but the investment case now depends on proving that a digital twin can control changing feed chemistry as the company scales from its Virginia pilot plant to a commercial Louisiana facility.