Aclara Targets 2028 China-Free Rare-Earth Chain From Brazil and Chile
Updated
Updated · Nikkei Asia · Jun 5
Aclara Targets 2028 China-Free Rare-Earth Chain From Brazil and Chile
2 articles · Updated · Nikkei Asia · Jun 5
Summary
Aclara Resources said it aims to build a rare-earth supply chain independent of Chinese companies as early as 2028.
Brazil and Chile would anchor the plan, with output from mines in both countries processed through Aclara's in-house refining technology.
The company said that setup could produce enough materials for electric vehicle batteries to meet about half of U.S. demand.
The push would position Aclara as a non-Chinese supplier in a market where governments and manufacturers are seeking more resilient critical-minerals chains.
With the Pentagon's 2027 ban looming, will a secure Western rare earth supply be ready in time?
Can new Western rare earth ventures survive a price war with China's established supply chain?
Could new magnet technologies make this trillion-dollar race for rare earths obsolete?
Securing 7% of Global Heavy Rare Earth Demand by 2030: Aclara’s $1.5B China-Free Supply Chain Strategy in Chile, Brazil, and the US
Overview
The upcoming environmental regulatory vote for the Penco Module in Chile on June 8, 2026, is a pivotal moment for the global supply of heavy rare earth elements (HREEs). This decision is crucial for Aclara’s plan to build a fully integrated, China-free HREE supply chain by 2028, which is a strategic goal for Western nations seeking to secure essential materials. As the world faces significant dependency on China for these critical resources, establishing diversified supply chains has become urgent. HREEs are indispensable for advanced technologies, making this vote a key step in reducing global reliance on China.