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Great research StockGenius regarding India recycling.

40% of Rare Earth Magnet Supply Can Come From Recycling: Recyclekaro CEO

https://www.outlookbusiness.com/planet/circularity/40-of-rare-earth-magnet-supply-can-come-from-recycling-recycle-karo-ceo-2

India are a member of the Minerals Security Partnership.

On December the 12th 2024 in Brussels, the European Commission hosted, during its Raw Materials Week, a meeting of the Minerals Security Partnership (MSP).

The Principals meeting, led by the Republic of Korea and the United States, convened government officials and private sector investors and focused on advancing and accelerating MSP projects on rare earth elements, which included HyProMag from the UK.

HyProMag was one of the first projects to be selected by the MSP for support given its strong potential to contribute towards the development of responsible critical mineral supply chains.

Joint Statement on the High-Level MSP Events in Brussels

https://single-market-economy.ec.europa.eu/news/joint-statement-high-level-minerals-security-partnership-forum-events-brussels-2024-12-12_en

The Minerals Security Partnership Countries :

✅ UK

✅ Germany

✅ USA

✅ Japan (under evaluation)

✅ Canada (under evaluation)

✅ South Korea (under evaluation)

India

Australia

Italy

France

Estonia

Finland

Norway

Sweden

William Dawes’ Post on LinkedIn

https://www.linkedin.com/posts/william-dawes-50881352_first-recycled-rare-earth-alloy-production-activity-7347882078736117760-_B_6?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

First #RareEarth NdFeB production at Tyseley Energy Park, Birmingham, UK!!! Fantastic news for Mkango Resources Ltd. and subsidiary, HyProMag Ltd, University of Birmingham CoTec Corp.

Many thanks to the teams at the Magnetic Materials Group, University of Birmingham HyProMag Ltd Tyseley Energy Park DER Industrialisation Centres UK Research and Innovation and everyone who has worked so hard to make this happen

✅ First production runs from the commercial scale Hydrogen Processing of Scrap (HPMS) vessel

✅ All major equipment for the Plant has been constructed on site

✅ Only commercial scale sintered magnet making facility in the UK

✅ HyProMag Ltd is the commercial partner for the Plant and exclusive licensee from University of Birmingham for the patented HPMS technology

✅ HyProMag Ltd is targeting UK sales of around 0.5 tonnes per month by the end of July, minimum of 2 tonnes per month by the end of 2025, in advance of potential expansion to 100-350 tonnes per year in 2026, with further expansion options being evaluated

✅ The high grade NdFeB product from HPMS has a total rare-earth content (Nd/Pr together with Dy/Tb) exceeding 28%, minimal CO2 footprint relative to both primary and other recycled NdFeB products

✅ Following the commissioning of the Plant’s magnet manufacturing equipment, targeted by the end of Q3 2025, HyProMag Ltd will have access to capacity for production of value-added magnets at scale - enabling both customer qualification and commercial sales of rare earth magnets, which will form an increasing proportion of the NdFeB product mix going forward

✅ At present, the pilot programme at the University of Birmingham is providing alloy & magnet samples to customers, to support product marketing, offtake discussions and scale-up of operations: https://lnkd.in/evVKFSsy

✅ HPMS technology was developed by the Magnetic Materials Group at the University of Birmingham, and is underpinned by approximately US$100 million of research and development funding

Rare Earth Magnet Recycling and Manufacturing projects underpinnned by HPMS are also being developed in Germany by HyProMag GmbH and in USA by #HyProMagUSA (in JV with CoTec Corp.) with first production targeted in 2025 and 2027, respectively.

Daniel Mamadou-Blanco

https://www.linkedin.com/posts/danielmamadou_rareearths-mkango-nasdaq-activity-7346531349932949504-it1_?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

One word: guts!

Massive respect to Derek Linfield, Alexander Lemon, and William Dawes for having the vision (and the courage) to take this next step.

Today, Mkango announced a business combination with Crown PropTech, a Nasdaq-listed SPAC, to bring Songwe Hill (Malawi) and Pulawy (Poland) under a new banner: Mkango Rare Earths Limited, aiming for a Nasdaq listing.

This is a big move, and it’s the right one! 🚀

Let’s be real. Under this new administration, the US is making a clear push to secure domestic and allied access to critical metals. The message from D.C. is loud and clear: if you're in the rare earths game, you better be on the radar. That means US capital, US partnerships, and visibility for US investors. Getting closer to 🇺🇸-based sources of financing isn’t just logical, it’s strategic.

Derek, Alex, Will, you guys get the big picture. And you acted on it! 👊💥👍

Now, this isn’t the end of the road. Capital formation is a journey, and there’s still work to do to close the financing associated with the merger. But landing this agreement is a major step in the right direction, and it gives Mkango a shot at playing in the big leagues: Nasdaq! That’s global visibility and prestige.

Importantly, it puts Mkango in a strong position when it comes to engaging US government bodies and institutional investors. The world just got a lot bigger for Songwe Hill ⛰ and Pulawy 🏭

Huge thanks to the Welsbach Holdings team for backing this effort all the way through, and to the Mkango Resources Ltd. leadership for letting us be part of it. Proud to support companies that think globally and act boldly.

In a world of strategic dependency, our goal is to create alternatives, brick by brick, project by project...

Robert Sewell CFO @ MKA

https://www.linkedin.com/posts/robert-sewell-746ba683_mkango-and-crown-proptech-acquisitions-bca-activity-7346430558010261504-eZLl?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

Big news out this morning from Mkango (AIM/TSX-V:MKA):

We’ve signed a US$400m SPAC deal with Crown PropTech to create a new Nasdaq-listed rare earths company - Mkango Rare Earths Limited (MKAR)

✅Mkango contributing Songwe and Pulawy projects

✅US$400m implied valuation of what we’re bringing to the table

✅Mkango keep a significant majority equity stake in the new Nasdaq entity

✅Our recycling businesses (HyproMag) stay within the Mkango stable

✅Listing expected later this year.

Mkango’s current market cap is still approx US$79m. That disconnect speaks for itself.

More updates coming soon. Plenty to watch from here.

William Dawes on LinkedIn

https://www.linkedin.com/posts/william-dawes-50881352_mkango-and-crown-proptech-acquisitions-bca-activity-7346422834421784576-xpZU?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

https://mkango.ca/news/mkango-and-crown-proptech-acquisitions-announce-business-combination-agreement-to-create-geographically-strategic-pure-play/

Mkango Resources Ltd. and Crown PropTech Acquisitions sign Business Combination Agreement! paving the way for Nasdaq listing of Mkango’s Songwe and Pulawy projects under the name Mkango Rare Earths Ltd (MKAR) - implied value of US$400m for Mkango’s interest in MKAR:

✅ MKAR will hold the Songwe Hill #RareEarths Project in Malawi and Pulawy #RareEarths Separation Project in Poland - implied pro forma value of Mkango Resources Ltd.’s holding in MKAR of US$400m

✅ Both Songwe and Pulawy have been designated as Strategic Projects under the EU Critical Raw Materials Act. Songwe is supported by the Minerals Security Partnership

✅ Mkango Resources Ltd.’s magnet recycling and manufacturing interests will remain in Mkango Resources Ltd. and are not included in MKAR

✅ On successful completion of the transaction, Nasdaq listed MKAR will have the scale and access to capital to advance Songwe and Pulawy through the development phases, and creates a strong platform for further growth

Mkango Resources Ltd. is advancing multiple strategic projects across the #RareEarth supply chain to produce rare earth carbonate, oxides, alloys and magnets with additional projects under review

✅ Advanced stage #RareEarths assets with very few projects to have reached this stage globally

✅ Songwe Definitive Feasibility Study completed - July 2022

✅ Environmental Social Health Impact Assessment for Songwe approved - January 2023

✅ Mining Development Agreement (MDA) for Songwe signed - July 2024

✅ Songwe recognised as Strategic Project by European Commission in June 2025

✅ Pulawy Pre-feasibility Study completed 2022

✅ Pulawy recognised as Strategic Project by European Commission in March 2025

The Songwe and Pulawy upstream development projects, to be listed via MKAR, are complementary to Rare Earth Magnet Recycling and Manufacturing projects being developed in UK, Germany and USA, and which will remain held by Mkango Resources Ltd. via its interest in #Maginito:

✅ Near-term NdFeB 2025 production from HyProMag Ltd (Tyseley Energy Park, Birmingham) and HyProMag GmbH (Pforzheim) magnet recycling and manufacturing plants currently being commissioned and constructed, respectively

✅ Positive Feasibility Study for #HyProMagUSA NdFeB magnet recycling & manufacturing plant in Texas with detailed engineering underway and first production targeted 2027, JV with CoTec Corp.

✅ Other jurisdictions being evaluated for HyProMag technology roll-out including Japan, Canada, South Korea

William Dawes on LinkedIn

https://www.linkedin.com/posts/william-dawes-50881352_hypromag-technical-milestones-activity-7340260849879511044-XXRk?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

HyProMag achieves further technical milestones as piloting ramps up in advance of near-term commercial rare earth NdFeB magnet production in the UK (2025), Germany (2025) and USA (2027)

Further details, including magnet grades and performance achieved, are in a detailed HyProMag technical bulletin, which can be accessed via the following link: https://lnkd.in/eErpK_59

✅ Further optimisation of HPMS for different NdFeB scrap sources – including very effective removal and recycling of magnets from electric motor rotors

✅ Over 3,500 other magnets produced via HPMS from a range of scrap sources: up to N48 & UH grade

✅ ZF Group ZF Engineering Solutions E-Mobility @ ZF - performance of magnets derived from HPMS nearly identical to magnets made from virgin materials: https://lnkd.in/e7BR2mA3

✅ GKN Automotive - HyProMag magnets have equivalent performance to primary magnets of the same grade

✅ The first production-ready hard disc drive (HDD) magnet separation system has been built by INSERMA ANOIA SL. UK delivery Q3. Automated PCB removal at an advanced stage of development

✅ HPMS now succesfully demonstrated on at least 18 different morphologies of HDD, commercial grade N45M and N42M magnets produced

✅ Increased magnetic performance has been achieved through further optimisation of the HPMS and magnet manufacturing processes, with positive feedback from customers

✅ Over 100 different blends of recycled material have been created in the last six months to meet R&D and customer requirements

✅ Magnets derived from both single and blended batches of HPMS powder demonstrating consistent performance and further validating the short-loop recycling and magnet manufacturing process.

✅ Magnet production with very low CO2 footprint: https://lnkd.in/ePzVNMXS

✅ Through the abovementioned workstreams, together with further optimisation and development of blending and grain boundary technologies, HyProMag expects to significantly expand the range of commercial grades produced

Mkango Resources Ltd. is advancing multiple strategic projects across the #RareEarth supply chain to produce rare earth carbonate, oxides, alloys and magnets with additional projects under review

William Dawes on LinkedIn regarding.

https://www.linkedin.com/posts/william-dawes-50881352_us-exim-bank-loi-for-up-to-us92m-activity-7338809530371264512-64MB?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

HyProMag USA receives Letter of Interest for up to US$92 million from Export-Import Bank of the United States for development of its new state-of-the-art rare earth magnet recycling and manufacturing plant in the United States

Fantastic news for HyProMag, CoTec Corp. and Mkango Resources Ltd. - very pleased to see the strategic importance of HyProMag USA being recognised, near-term domestic producer of rare earth magnets - now full steam ahead with detailed engineering following the very positive feasibility study last year. HyProMag USA is a 50:50 JV between Mkango Resources Ltd. subsidiary, HyProMag Ltd, and CoTec Corp.

Mkango Resources Ltd. is advancing multiple strategic projects across the #RareEarth supply chain to produce rare earth carbonate, oxides, alloys and magnets with additional projects under review

Rare Earth Magnet Recycling and Manufacturing being developed in UK, Germany and USA:

✅ Near-term NdFeB 2025 production from HyProMag Ltd (Tyseley Energy Park, Birmingham) and HyProMag GmbH (Pforzheim) magnet recycling and manufacturing plants

✅ Positive Feasibility Study for #HyProMagUSA NdFeB magnet recycling & manufacturing plant in Texas with first production targeted 2027, JV with CoTec Corp.

✅ Other jurisdictions being evaluated for HyProMag technology roll-out including Japan, Canada, South Korea

Contact: magnets@hypromag.com

These downstream developments are complementary to upstream rare earth mining and separation projects:

✅ Songwe Hill Rare Earths Project in Malawi and Pulawy Rare Earths Separation Project in Poland

✅ Songwe Definitive Feasibility Study completed - July 2022

✅ Environmental Social Health Impact Assessment for Songwe approved - January 2023

✅ Mining Development Agreement (MDA) for Songwe signed - July 2024

✅ Songwe recognised as Strategic Project by European Commission in June 2025

✅ Pulawy Pre-feasibility Study completed 2022

✅ Pulawy recognised as Strategic Project by European Commission in March 2025

Daniel Mamadou on LinkedIn.

(Supply Chain Advisor for the Mkango NASDAQ Listing)

https://www.linkedin.com/posts/danielmamadou_rareearths-ndpr-supplychains-activity-7336366193097756672-mbjl?rcm=ACoAADwwVbYBydBP7dz1Yo5clmEStb2paNQ71as

How the West Suddenly Discovered China’s Dominance in Critical Minerals:

A Tragicomedy in 3 Acts.

As Europe and USA leaders run from press room to factory floor, one might be forgiven for asking: Didn’t your own experts warn you about this a decade ago?

Act 1 Let’s rewind.

Back in the meeting rooms of Brussels in 2010, the European Commission released a sober document (MEMO/10/263) explaining that rare earths, antimony and gallium were subject to dangerously high supply risk. Not only were they almost entirely sourced from China, but they also had abysmal recycling rates and poor substitutability. Their own graph showed China’s grip clearly.

Meanwhile, the Americans weren’t sleeping either. In 2010, the U.S. DOE Critical Materials Strategy document warned (shock horror!) that supply chains for rare earths were dangerously concentrated in China. The report practically screamed, “Hey, we’re vulnerable!”

Act 2 So, what happened?

The EU issued... recommendations. Very thoughtful ones, too. Explore more. Recycle more. Promote transparency. Maybe even talk to developing countries nicely.

The U.S. focused on research programs, held a few hearings, and redefined “strategic autonomy” as a thought experiment.

You’d think by now that the West would have applied critical thinking to Erich Zimmermann’s gospel: “Resources are not; they become.”

Unfortunately, this intellectually comforting mantra, reinforced by Thomas R. DeGregori in his academic piece, gave everyone in policy circles permission to believe that human ingenuity would always win and that we could think our way out of geology.

Meanwhile, Beijing decided not to theorize. It acted. It built the midstream, processed the ores, mastered separation. While Western countries sang kumbaya over environmental impact statements and NIMBY protests, China permitted, invested, extracted, refined, and controlled. On their own terms.

Act 3 Fast-forward to 2025.

The EU’s car industry is now teetering and Ford has halted SUV production. The rare earth magnet shortage is biting, and European Commissioner Šefčovič is now begging China to loosen export curbs. China’s responds with bureaucratic empathy, and a hint of diplomatic patience: “We’ll clarify the data,” they say politely.

Meanwhile, the West is scrambling with projects around the world. Let’s hope they permit a mine this decade. Because if we’re lucky, and we stop whining and start acting, maybe by 2045 we’ll have a functioning rare earth supply chain. That probably includes ten more years of well-meaning policy memos, five years of ESG consultations, and another five of angry people with signs saying “No mine here.”

The End

So no, Chi

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