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The Solution: Harena Rare Earths and Project Vault

While the macro-outlook is challenging, a clear Western answer is emerging: Harena Rare Earths (LSE: HREE). Their Ampasindava Project in Madagascar is uniquely positioned to break the "Heavy" bottleneck.

Unlike traditional hard-rock mining, Ampasindava hosts an ionic adsorption clay deposit—the same geological profile that fueled China’s monopoly. This allows for relatively simple extraction via heap leaching with no drilling or blasting required, drastically reducing the environmental footprint.

Critically, the project aligns with the Project Vault initiative launched on February 2, 2026. This $12 billion strategic reserve program mandates strict "Non-Chinese" origin rules. Harena fits these criteria through Western ownership and a strategic geological profile.

Quantifying the Impact: The Power of Ampasindava

According to its January 2026 Pre-Feasibility Study (PFS), the Ampasindava Project is targeting an annual production of 4,000 tonnes of Total Rare Earth Oxide (TREO). A remarkable 41% of this output consists of the high-value "Magnet Rare Earths" (NdPr + DyTb).

Production Volume: The project is modeled to produce approximately 1,700 tonnes of Magnet Rare Earth Oxides annually. (Source: Harena Rare Earths Plc, PFS Announcement, Jan 26, 2026)

Defense Capability: A single F-35 Lightning II requires approximately 417 kg of rare earth materials. Dysprosium-doped magnets are essential for its 47 major subsystems, including flight control actuators and engine sensors that must withstand temperatures above 200°C. (Source: U.S. Congressional Research Service / Department of Defense Report to Congress)

Scale of Impact: Harena’s projected annual output of 1,700t of magnet-grade oxides could provide the critical materials for over 4,000 advanced fighter jets or more than 25,000 precision missile guidance systems (which require kilograms of HRE-doped magnets per unit) every single year. (Source: Calculated based on 417kg REE/F-35 ratio and industry actuator standards)

The Bottom Line

The real rare earth crisis isn't about the volume of ore; it's about the thermal limits of physics. The West is winning the battle for Light REEs but losing the war for the Heavies. Projects like Harena’s Ampasindava are no longer just mining ventures—they are essential infrastructure for 21st-century national security.

For a decade, the conversation around rare earth elements (REEs) has been dominated by Neodymium (Nd) and Praseodymium (Pr). As the primary ingredients in permanent magnets for electric vehicles, they are the "poster children" of the green transition. However, a dangerous knowledge gap persists: the West is fixated on the "Light" rare earth supply chain while remaining almost entirely blind to a far more critical bottleneck—the Heavy Rare Earths (HREs), specifically Dysprosium (Dy) and Terbium (Tb).

The Thermal Threshold

While NdPr provides the raw magnetic strength, it has a fatal flaw: it loses its magnetism at high temperatures. In the high-stress environments of a jet engine, a missile guidance system, or a high-performance robotic actuator, an NdPr magnet without heavy rare earths is effectively useless.

Dysprosium and Terbium act as "thermal stabilizers." By substituting a small percentage of atoms in the magnet’s crystal lattice, they allow hardware to operate at temperatures exceeding 200°C without demagnetizing. You can build a domestic supply chain for Light REEs, but without Dy and Tb, you cannot build a modern military or an advanced industrial robot.

China’s Dwindling Monopoly

The prevailing myth is that China’s control is merely a matter of political will. The reality in 2026 is more ominous: China is physically running out. Historically, the world’s HREs came from the ionic clay deposits in Southern China. After decades of aggressive extraction, these domestic mines are reaching their end-of-life.

To maintain dominance, China has pivoted to importing feedstock from Myanmar, which now accounts for roughly 50% of its heavy rare earth supply. However, escalating civil unrest and border tensions have made this lifeline precarious. In this landscape of scarcity, it is implausible that China would export these "force multipliers" to the West.

Absolute gift at this level, when the US back this you’ll see multiples of current value. There’s no other heavy REE resource on the planet as easy to put in production that isn’t already operating. The risk reward here is profoundly asymmetric, even when accounting for the less than ideal jurisdiction. DYOR

Lithium price is very relevant

Buying back in only after ratification is fine in theory but there's no guarantee that the market will wait with you. Plenty of traders are bound to buy the rumour and sell the news.

Another factor at play here is general improvement in lithium demand and massive potential for juniors to outperform the market, just to get back in sync with current spod prices. This could end up being a bigger SP driver for Atlantic than any positive political moves.

Malaysia bans......

This is an interesting plot twist, a great example of how 'weaponised' certain critical metals have become. It's indirectly very positive for Altona and the handful of other UK listed companies that are sitting on ressources du jour.

Https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/

BEIJING, Oct 9 (Reuters) - China tightened its rare earth export controls on Thursday, expanding restrictions on processing technology and spelling out its intention to limit exports to overseas defence and semiconductor users.

Https://buff.ly/bqN31Ga

At today’s price of $1,198.10 per kg, gallium gained +27.39% since Jan 1st 2025, and +58.52% since the start of last year. It is up +183.44% compared to its price of $422.70 per kg on Jan 1st 2021 and increased +301.78% since Jan 1st 2020 (in comparison, the S&P 500 is up +96.93% over the same period). If we go back to Jan 1st 2018, when the cost of gallium was $274.37 per kg, then the increase is +336.67%.

https://strategicmetalsinvest.com/gallium-prices/

Bye

Tbcx - go and read the 22nd Aug RNS again, if you do it slowly and carefully you should see that you're mistaken.

Micksnaga1 - your post was fine and you’re entitled to your opinion. The post by tbcx went too far though as it alleged that the actual placing didn’t match what was stated in the RNS.

Someone who hides behind a username posting unsupported nonsense on a public forum should expect to be challenged by other users at very least.

I suggest to admin that the post by tbcx is implying that the CEO of a London listed company has commited fraud and is therefore in breach of LSE rules.

"Nobody paid 1.5p, they used some questionable maths to give that number, look at number of warrants issued at 1p - holders of those make 40% gain at 1.4p."

This one not on many folks' radar yet, only a matter of time.

More recent Q1 2025 data from ChemAnalyst shows prices like:

USA: ~USD 473/MT

Japan: ~USD 578/MT

South Africa: ~USD 458/MT

China: ~USD 468/MT

Mexico: ~USD 439/MT

So we could be looking at, up to $30m revenue pa.

Altona (LSE: REE) (FSE: A8LA), a resource exploration and development company focused on Critical

Raw Materials (“CRMs”) in Africa, is pleased to announce that it has joined the German Federation of

International Mining and Resources (“FAB”). The FAB represents the interests of its members in numerous national and international political and economic bodies. Through Federation of German Industries (BDI) and Euromines memberships, under the umbrella organization Association of Raw Materials and Mining (VRB), FAB is deeply involved in policy making in the mining and mineral transformation sector, including with respect to funding of CRMs development.

As the Company continues to engage with prospective strategic partners for the Monte Muambe rare

earths project, its membership in FAB will strengthen Altona’s network across Europe and Germany, unlock new opportunities for project-level funding and strategic collaboration, and enhance the visibility

and value of its quotation on the Frankfurt and Stuttgart Stock Exchanges (WKN: A2N6NH). In addition, FAB membership will elevate Altona’s profile within the European investment and industrial landscape, helping to increase awareness of its portfolio of critical raw material projects – including rare earths, gallium, fluorspar, and copper – across key European markets.

Cedric Simonet, CEO of Altona, commented:

“We are very pleased to join the FAB at a pivotal time in our growth, as we broaden our engagement

with European industry stakeholders, potential offtake partners, and the wider investment community. “Altona’s diversified portfolio of critical raw material (CRM) assets and clear development roadmap position us to contribute meaningfully to Europe’s efforts to enhance resource independence – particularly in securing strategic materials vital for defence, high-tech manufacturing, and the green

energy transition.

Https://www.thisismoney.co.uk/money/markets/article-14831803/SMALL-CAP-MOVERS-Robot-revolution-bodes-three-miners.html

Holding those gains

Https://youtu.be/pwWMZRy9j1k?si=-ctJLrdC9XjVy64I

INVESTOR PRESENTATION VIA INVESTOR MEET COMPANY

Altona (LSE: REE), a resource exploration and development company focused on critical raw materials in Africa, announces that Cedric Simonet, Chief Executive Officer, will provide a live presentation relating to the Monte Muambe Gallium discovery and its significance, on 08 May 2025 at 18:00 BST, via the Investor Meet Company platform.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard until 07 May 2025, 09:00 BST, or at any time during the live presentation.