Christian Tebis 🇩🇪

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🇬🇧✈️ The UK just committed £8.6 billion to GCAP — the next 6th-generation stealth fighter with Japan 🇯🇵 and Italy 🇮🇹

£298 billion total defence spending over 4 years. £27.8 billion on Air alone.

One question nobody in that announcement asked: Where is the UK getting the rare earth magnets?

Let's talk about that. 🧵👇

🔬 What a stealth fighter actually needs in rare earths:

GCAP is not a bolt-together aluminium frame. It is a system of systems saturated with NdFeB permanent magnets:

🔵 Actuation systems — flight control surfaces, landing gear, throttle — high-torque NdFeB motors

🔵 Radar and sensor arrays — EW systems, active electronically scanned arrays (AESA) require RE materials

🔵 Electric power generation — starter-generators, actuators, embedded power systems

🔵 Stealth coatings — some RAM (radar absorbent material) formulations use RE elements

🔵 Precision guidance — weapons released from GCAP, including CCAs, all require Dy/Tb-doped magnets for high-temperature coercivity

https://t.co/gDTCLAISw2

The higher the operating temperature, the higher the Dy/Tb content required. A 6th-gen airframe running hotter and harder than a Typhoon needs more heavy rare earths, not fewer.

📄 What the UK's own Defence Investment Plan says — and doesn't say:

The DIP 2026 is explicit about sovereign supply of steel, nuclear fuels, munitions, and shipbuilding. It commits to:

✅ New artillery factory in Telford — sovereign gun barrels
✅ Sheffield Forgemasters — sovereign steel
✅ BAE Glascoed munitions expansion — sovereign energetics
✅ Nuclear fuels programme — sovereign fuel supply
✅ £250M Northern Ireland Defence Growth Deal — sovereign regional capability

https://t.co/qvkwHqxCae

But the DIP contains zero explicit mention of sovereign rare earth supply.

Not one line. Not one programme. Not one budget allocation.

The word "critical minerals" does not appear in the spending tables.

🇨🇳 That's a problem. Here's why:

China placed 7 heavy rare earth elements on export controls in April 2025.

By June 2025, Chinese exports of Dy hit 1 kg to the world (all to South Korea). Tb: 1,200 kg.

These are the elements inside every magnet inside every actuator inside every airframe the UK is now committing £8.6B to build.

And the extractants used in Chinese SX separation — P507, P204, N235 — are also now on export control lists, suspended until November 2026.

https://t.co/IYMf2yI9ZU

🏭 The UK’s actual answer — and it’s in Belfast and Birmingham:

Ionic Technologies in Belfast is currently the only organisation outside China producing separated Dy/Tb oxides at high purity, embedded inside ADS Group’s aerospace/defence/security/space ecosystem.

HyProMag in Birmingham is now producing recycled NdFeB alloy and sintered magnets using HPMS, giving the UK its first domestic rare earth magnet manufacturing capability since 2003.

Together, Ionic (oxides) and HyProMag (magnets) give the UK both ends of the non‑Chinese magnet chain needed for GCAP, CCAs, drones, and missile actuators — but both are still early‑scale and need to be grown fast.

🔗 The supply chain the UK is building — whether it admits it or not:

The UK's three-node sovereign magnet chain was confirmed at a Team Defence UK session, September 2025:

⚗️ Ionic Technologies (Belfast) → hydrometallurgical recycling → separated high-purity REOs (Nd, Pr, Dy, Tb)

🔩 Less Common Metals (Birkenhead) → electrolysis → RE alloys from Ionic's oxides

🧲 HyProMag (Birmingham) → magnet manufacturing from alloy

Three companies. One supply chain. End to end. Entirely UK-based.teamdefence

With £11M Advanced Propulsion Centre funding already validating this chain — with major automotive and defence partners already involved. HyProMag REACTUK Project

🧩 Now connect the images you're looking at:

— £8.6B GCAP stealth fighter commitment (MOD)

— ePropelled sovereign drone supply chain — VTOL, MALE UAV, fixed wing, surface vessels, ground vehicles — ALL run on NdFeB motors

— Ionic Technologies on the ADS Group member register — the only ex-China Dy/Tb supplier

— UK Aerospace, Defence, Security & Space: £100BN turnover, 443,000 jobs, 57% growth in 10 years — this entire sector sits on a rare earth supply chain that currently has one plant

🎯 The strategic reality:

The UK is spending £298B on defence.

It has committed to sovereign artillery, steel, munitions, nuclear fuels, and ships.

It is building the most sophisticated fighter jet in NATO with Japan and Italy.

It has over 5,000 drones, autonomous vessels, and CCAs on order.

🔗The Defence Investment Plan
Equipping our forces, defending our future
2026 PDF
https://t.co/YzA1QnGo9M

#GCAP #RareEarths #CriticalMinerals #Dysprosium #Terbium #NdFeB #UKDefence #HyProMag #DefenceInvestmentPlan #MOD #IonicTechnologies #IonicRareEarths #IXR #ADS #Belfast #MagnetRecycling #SupplyChain #SovereignCapability #NationalSecurity #RAF #UKDF #HeavyRareEarths #MagnetToMetal #CriticalMineralsStrategy #ePropelled #DroneSupplyChain #HyProMag #LCM #TeamDefenceUK #CombatAir #BAE #RollsRoyce #BAES $IXR

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🚨 Massive breakthrough for Western critical mineral supply chain resilience! 🌍

Ionic Rare Earths $IXR Ionic Technologies, has successfully proven its long-loop recycling technology, producing high-purity, individually separated magnet rare earth oxides from pre-consumer scrap and spent NdFeB magnets.

⚗️The demonstration program, utilizing Rare Earths Separation technology, Multifunctional Amide Ionic Liquids IP developed at Queen’s University Belfast, successfully partnered with Less Common Metals, GKN, and Ford UK.

The result? Finished NdFeB magnets that perform exactly like those manufactured from mined material. ♻️🧲

As highlighted in the latest edition of Australia's Paydirt June 2026, Page 60 & Page 61—produced by Paydirt Media, a premier voice and longstanding institution in the Australian mining sector—this is a pivotal moment.

The successful production of solid, separated magnet REOs proves that we can build robust, independent Western supply chains capable of meeting the most demanding technical applications. 🛡️⚡

Next up: Securing the remaining equity for the £85 million, 400 mtpa commercial plant in Belfast, alongside the continued development of the Mukuutu project in Uganda.

📖 Read the full feature in the latest Paydirt magazine: https://t.co/EXWrjBeKqA

📰 Learn more about Paydirt Media's coverage of Australian Mining: https://t.co/V6rLVVL3rw

@IONIC_RE @IONICTECH_UK @LCM_Metals @forduk @Ford @Paydirt_Media #GKN
#IXR #RareEarths #CriticalMinerals #SupplyChainResilience #MagnetRecycling #AustralianMining #NdFeB #CleanEnergy #PaydirtMedia

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🇬🇧⚡ Yesterday the UK Govt launched a £50M Critical Minerals Programme — and 2 of these 4 companies hosted the launch ♻️🧲

On 22 June, Industry Minister Chris McDonald officially launched the £50M programme at Teesside's Wilton Centre, touring Seloxium & DEScycle — two of the four UK firms below quietly building the West's rare earth, precious metal & magnet recycling backbone. 👇

💷 The £50M, three pillars:

🧲 £20M Magnet Hub — national facility to scale rare earth magnet manufacturing & REE recycling

⚗️ £25M Critical Minerals Accelerator — extraction, processing & recycling projects

🤝 up to £5M Demand Aggregation Platform — pooling UK industrial demand to secure supply

China controls the midstream — separation, magnets, and the solvents that run the circuits. These 4 are each attacking a different bottleneck:

1️⃣ DEScycle — smelter-free metal recovery 🌿

Deep tech using non-toxic, non-water-based Deep Eutectic Solvents (DES) to recover critical & precious metals from e-waste at low temp, low energy. Gold (no cyanide), Ni/Co, copper & rare earths. Toured at yesterday's launch. ✅

2️⃣ Seloxium — selective recovery from waste streams 💧

💧 📺Seloxium's clip shows Selectal™ in action — dosed into a beaker of metal-bearing solution, it selectively flocculates and precipitates the target metal, which is then filtered out (98%+ recovery & purity) while the Selectal is recovered and reused. ♻️

University of Oxford spin-out. Commercially-proven Selectal™ flocculation selectively pulls high-purity metals (incl. rare earths) from dilute effluents & tailings — 98%+ recovery & purity. £2M Innovate UK REE grant; £6M seed (Oxford Science Enterprises & MKS PAMP). Toured at yesterday's launch. ✅

3️⃣ HyProMag — hydrogen magnet recycling 🧲

Founded 2018 from Univ. of Birmingham's Magnetic Materials Group. Patented HPMS (Hydrogen Processing of Magnet Scrap) extracts & demagnetises NdFeB powder straight from scrap. 100% Maginito (79.4% Mkango Resources, TSXV/AIM:MKA). Deploying UK 🇬🇧 / Germany 🇩🇪 / USA 🇺🇸.

4️⃣ Ionic Technologies — magnet recycling + separation ⚛️

Belfast-based, 100% owned by Ionic Rare Earths (ASX:IXR). QUB ionic-liquid heritage; building a 30tpa demonstration plant recycling end-of-life NdFeB Magnets into High Purity, Separated Rare Earth oxides for EV, wind, defence & aerospace spec.

🎯 Four routes — solvents, flocculation, hydrogen, ionic liquids — all aimed at the same goal: a Western supply chain that doesn't run through China. The new £20M Magnet Hub could be a natural fit for the magnet recyclers among them.

📚 Sources: https://t.co/P4TyG9U7bJ £50M announcement👇 · https://t.co/DuazXmoo4x · https://t.co/aiL8ihODSq · https://t.co/SNE2rdUfyL · https://t.co/Iu8a5a8Stv 👇

https://t.co/WDtc5gpiOi

👀 Watching to see the commercialisation of these 4 great innovative companies — each proving the UK can build real midstream capability in rare earths, precious metals & magnet recycling. 🇬🇧🚀

@Descycle_Tech #HyPrMag @MkangoResources @bham_uni @UniofOxford #Wiltoncentre @IONICTECH_UK @IONIC_RE @QUILLResearch @QUBelfast @LCM_Metals @EMRGroupLimited
#RareEarths #Recycling #CriticalMinerals #NdFeB #Magnets #CircularEconomy #UKtech #CleanTech #REE $IXR $MKA

[Ionic Rare Earths Limited @IONIC_RE]

Ionic Rare Earths Nears Belfast Investment Decision as Ford Validation Marks Major Milestone
@CruxInvestor interview with @IONIC_RE MD @timhorizonmet highlights IXR's latest advances towards a commercial rare earth magnet recycling plant in Belfast: https://t.co/3N6rnVSNU6

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

📺 New @CruxInvestor interview with Tim Harrison, MD of Ionic Rare Earths $IXR (rec. 16 June 2026) — and the timing couldn't be sharper given China's fresh export controls. 🇨🇳🧲

Key takeaways for the Belfast story 👇

✅ Industry-first validation: Ionic's recycled separated oxides have been validated in a Ford motor — a first for a recycler — plus a commercial supply agreement with US-based Advanced Magnet Lab (defence-related applications). 🚗🛡️

✅ Heavy rare earths are the prize: the Belfast demo plant has shown it can recover the high-value heavies — dysprosium, terbium, yttrium. Prices for these have surged "multiple times over" since China's restrictions, materially strengthening project economics. 📈

✅ Scale-up case is compelling: the 2024 feasibility study for the larger £85M / 400 tpa Belfast facility projected post-tax NPV >US$500M and IRR >40% — and management notes current market conditions could push that higher (updated figures not yet released). 💷

✅ FID in sight: targeting a Final Investment Decision by September 2026, backed by a £12M UK Government grant — contingent on completing funding + securing supply & offtake. 🎯

✅ Global ambition: plans to replicate the modular recycling model internationally, prioritising the US, via JVs to retain control of tech & material flows. 🌍

⚠️ Risks acknowledged: scaling production, full financing, and finalising commercial agreements. Demo plant is still ~10 tpa today.

The thesis in one line: feedstock-agnostic separation + heavy-REE recovery + Western supply security = right tech, right moment. ⏳

📎 Crux Investor, 22 Jun 2026

@IONIC_RE @IONICTECH_UK @timhorizonmet
#RareEarths #CriticalMinerals #IonicRareEarths #IXR #Dysprosium #Terbium #Magnets #NdFeB #Belfast #SupplyChain #ASX

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🇬🇧⚡ The UK just dropped £50M new critical minerals funding (22 June). Will IXR's Ionic Technologies, HyProMag & Co get a slice? 🧲

Here's the honest read: it's competitive, NOT yet allocated — but Ionic, HyProMag, Seloxium and DEScycles are already on the Government's UK Critical Minerals Investment Prospectus🧵👇

The structure 📊

Industry Minister Chris McDonald launched it at Teesside's Wilton Centre. 3 pillars:

🔹 Magnet Hub — £20M (test/scale rare earth magnet manufacturing)

🔹 Critical Minerals Accelerator — £25M (collaborative extraction + processing + recycling)

🔹 Demand Aggregation Platform — up to £5M (pool UK demand → underpin offtakes)

Sits on TOP of £200M+ already deployed via National Wealth Fund, DRIVE35 & Shared Prosperity Fund. 💷

The shortlist 🎯

No named recipients yet. No Innovate UK process published. It's a competitive grant programme — details land "later in 2026."

But here's the kicker: Ionic Technologies, HyProMag (Mkango/CoTec) & Less Common Metals, EMR, Seloxium and DEScycles are ALL profiled in the @CMA_Minerals UK Critical Minerals Investment Prospectus — published WITH DBT & Innovate UK, foreword by McDonald himself. ✍️

That prospectus is effectively the "investment-ready" shortlist this £50M is built to back. 🇬🇧

Where Ionic fits + the edge 🧪

⚗️Best fit = the £25M Accelerator. Ionic's Belfast long-loop hydromet separation → >99.5% individually separated Nd/Pr/Dy/Tb oxides = textbook "processing + recycling." 🔬

The edge? Track record:

✅ £12M DRIVE35/ATF OIP (Belfast £85M plant)

✅ £11M CirculaREEconomy consortium (Ford, Bentley, LCM, EMR)

✅ Largest CLIMATES Phase 1 recipient

✅ Grant Delivery Officer already embedded

⚗️Ionic + 🧲HyProMag aren't rivals — long-loop oxides vs short-loop HPMS powder = complementary halves of a sovereign UK magnet chain. 🧲

HyProMag / Mkango fits the Magnet Hub 🧲🇬🇧

Best fit = the £20M Magnet Hub. HyProMag (Mkango 79.4% / CoTec 20.6%) runs the patented HPMS short-loop — hydrogen liberates NdFeB from end-of-life scrap as demagnetised powder → remanufactured straight back into sintered magnets. ♻️

The edge? It's already real:

✅ Opened Britain's FIRST commercial rare earth magnet plant in 25 years (Birmingham/Tyseley) — cited by McDonald as "recent progress"

✅ Funded by ~£4.5M Innovate UK DER-IC + EPSRC, APC, EU Horizon

✅ Scaling 100 tpa (2026) → 700+ tpa by 2028

✅ Built on University of Birmingham MMG / ~$100M R&D base, UK + Germany + USA footprint

✅ REACTUK Project

A Magnet Hub that "develops, tests & scales rare earth magnet manufacturing" is HyProMag's home turf — and it brings the skills/training pipeline the Hub explicitly wants. 🏭

Note: this pot is SEPARATE from DRIVE35 — a potential additional, non-overlapping stream.

Watching the calls. 👀

🔹 Seloxium — Oxford spin-out at the Wilton Centre, Teesside. Its Selectal™ selective-recovery tech pulls PGMs, gold & rare earths straight from dilute industrial waste streams at low capex. £6M seed + £2M Innovate UK CLIMATES Investor Partnership + £900k grant — scaling a containerised modular pilot. Got the launch-day tour, not a £50M cheque. 🧪

🔹 DEScycle — deep eutectic solvent (DES) tech (low-temp <80°C, low-toxicity, no harsh acids) hitting >99% recovery of gold, silver, palladium & copper from e-waste. Establishing at Wilton Centre, Teesside. Also showcased on launch day — a tech demo of what the £50M wants to back, not a confirmed recipient. ♻️

This is my research-based read, not insider info. Ionic, HyProMag & LCM look like strong candidates given their fit + track record — but the @CMA_Minerals prospectus is explicitly "non-exhaustive," and others on it (EMR, Recyclus, ReOre, Watercycle + more) could just as easily compete. No calls open yet = field is wide open. DYOR. 🔍 #CriticalMinerals #DYOR

#RareEarths #HyProMag #Mkango #NdFeB #MagnetHub #CriticalMinerals #Seloxium #DEScycle #CriticalMinerals #Recycling #Teesside #NdFeB #SupplyChain #IonicTechnologies #ExChina #MagnetRecycling

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🇬🇧⚡ The UK just quietly proved something the EV industry has been waiting years to see.

A Ford EV traction motor rotor — built with 100% recycled rare earth magnets — has been tested and validated at performance on par with magnets made from virgin mined material.

That result, and the supply chain behind it, deserves far more attention than it has received. 🧵

Here is what actually happened — and why it matters.

The Advanced Propulsion Centre UK's DRIVE35 Collaborate funding supported an end-to-end UK-anchored circular supply chain for EV magnet production:

🔄 Ionic Technologies (Belfast) — recycled end-of-life scrap NdFeB magnets into high-purity separated rare earth oxides using its patented ionic-liquid hydrometallurgical process

⚗️ Less Common Metals (Cheshire) — converted those recycled REOs into magnet-grade NdFeB alloy

🧲 GKN — manufactured the finished sintered NdFeB magnets from recycled alloy

🚗 Ford — built and tested the EV traction motor rotor at its Halewood and Dunton facilities

Four UK companies. One closed loop. Scrap in. Qualified EV magnets out.

🌍 Why the timing is not a coincidence

China's export controls on dysprosium and terbium — the heavy rare earths that give NdFeB magnets their high-temperature performance in EV traction motors — have made the fragility of Western magnet supply chains impossible to ignore.

These are not niche or exotic materials. They sit inside every permanent magnet motor powering every electric vehicle on the road today. Without Dy and Tb, high-performance EV traction motors cannot maintain coercivity at operating temperatures.

The export controls didn't create the vulnerability. They just made it visible.

What this project demonstrates is that a domestic circular supply chain is technically viable. You do not need a mine. You do not need a Chinese export licence. You need the recycling capability, the metallization expertise, and the magnet manufacturing — and with this project, the UK has shown it can connect all three in a single domestic loop.

⚙️ What Ionic Technologies actually did

This is worth being precise about, because the chemistry is non-trivial.

Ionic Technologies' process is a long-loop hydrometallurgical route using patented Multifunctional Amide Ionic Liquids (MAIL) — engineered ligands that selectively separate the individual magnet rare earth oxides (Nd, Pr, Dy, Tb) from dissolved magnet scrap at purities exceeding 99.5–99.9%.

Crucially, those are separated individual REOs — not a mixed rare earth output. That distinction matters enormously for downstream alloy and magnet manufacturing, because LCM and GKN need specific elemental inputs to hit precise magnet grade specifications.

The Ionic Technologies Belfast demonstration plant has been running 24/7 continuous operations since late 2024 — and as of early 2026 remains the only facility outside China capable of commercial-scale separation of all four critical magnet REOs from secondary feedstocks.

💷 Where it goes from here

The proof of concept is validated. The next step is scale.

Ionic Technologies is progressing toward an £85 million (~US$108M) commercial REO manufacturing facility in Belfast — a 400 tpa plant anchored by a UK Government Offer in Principle for a £12 million capital grant through the DRIVE35 funding programme.

The feasibility study underpinning that facility shows:

Post-tax NPV: £502 million

IRR: 43.6%

Designed to process both EOL magnet scrap and mixed rare earth carbonate (MREC) from primary mining sources

And the FORGE alliance — the Trump administration's multinational critical minerals initiative — has designated the Belfast plant as a strategically significant project, explicitly paving the way for replication of Ionic's technology in the United States.

🔗 The bigger picture for the UK

This DRIVE35 project sits inside a rapidly maturing UK rare earth ecosystem:

🇬🇧🇦🇺 Ionic Technologies — long-loop REO separation from secondary feedstocks, Belfast

🇬🇧🇺🇸 Less Common Metals — LREO/HREO metallization, alloy and strip cast, Cheshire (now a wholly-owned USAR subsidiary)

🇩🇪🇺🇸 GKN — sintered NdFeB magnet manufacturing

🇺🇸🇬🇧 Ford Halewood/Dunton — EV motor testing and integration

🇩🇪 VAC (Vacuumschmelze) — NdFeB magnet plant, existing UK operations

The APC is right. Rare earth magnet supply is a critical vulnerability for the UK automotive and propulsion sector. Recycling is one of the most credible near-term levers available — and this project has just proven the technical case.

The commercial case, backed by NPV and IRR numbers that most greenfield mining projects would envy, is already there.

What's needed now is the capital commitment to take it from 30 tpa demonstration to 400 tpa commercial — and the policy continuity to make the UK the Western node of choice for secondary rare earth processing. 🏭

h/t Advanced Propulsion Centre UK 🌟

https://t.co/0vo7nA4maf

#IonicRareEarths #IXR #ASX #IonicTechnologies #LessCommonMetals #LCM #GKN #Ford #FordHalewood #NdFeB #PermanentMagnets #RareEarths #REE #MagnetRecycling #CriticalMinerals #Dysprosium #Terbium #EV #ElectricVehicles #EVTractionMotor #CircularEconomy #DRIVE35 #AdvancedPropulsionCentre #APC #UKManufacturing #UKIndustry #SupplyChainResilience #CriticalMineralsStrategy #MagnetSupplyChain #HeavyRareEarths #HREO #LREO #MAIL #IonicLiquids #Hydrometallurgy #LongLoop

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🧲♻️ The World's First. Ford Just Proved It Works.

A UK consortium led by Ionic Rare Earths ($IXR 🇦🇺 ASX) just completed the world's first end‑to‑end recycled rare earth supply chain for an EV motor — and Ford officially validated it.

Hat tip to @ElectricViking (Sam Evans) for covering this when almost nobody else did. 🙏

Here's the exact chain — zero Chinese inputs, zero virgin ore:

🔵 Ionic Technologies (Belfast) — took scrap NdFeB magnets and recycled them back to individually separated rare earth oxides:

Nd₂O₃ → 99.87% purity

Dy₂O₃ → 99.56% purity

Tb₄O₇ → 99.75% purity

— from 100% recycled feedstock

🔵 Less Common Metals (LCM, UK) — converted those recycled oxides into metal and strip‑cast alloy to exact magnet specifications

🔵 GKN (Germany) — manufactured the first finished recycled magnets

🔵 Ford Halewood (UK) — built two complete test rotors from those magnets

🔵 Ford Dunton R&D — ran the rotor on a dynamometer through the full durability test cycle. Result: directly comparable to rotors built with production‑grade freshly mined rare earth magnets. First attempt.

Ford's UK Innovation Manager Dennis Wilt: "We proved recycled magnets can meet our rigorous commercial standards on the very first attempt."

Why the timing matters:

China introduced export licensing for Dy and Tb earlier this year — the exact two heavy rare earths used in this project. When those controls hit, European rare earth prices surged to 6× the Chinese domestic price. Ford itself suffered production disruptions.

This project is a direct answer to that vulnerability.

The UK government context:

Funded via Innovate UK / Dept for Business & Trade. Flagship project among 36 circular rare earth initiatives. UK target: 20% of critical minerals from recycling by 2035. Currently at just 6%.

Ionic Technologies is a confirmed DRIVE35 Collaborate winner alongside Ford, with a pending ATF application for the commercial‑scale Belfast facility — the next step from proof‑of‑concept to 400 tpa sovereign production.

The proof is done.

1. Purity ✅

2. Durability ✅

3. Western supply chain, scrap to spinning rotors ✅

Now it needs to scale. 🏭

$IXR 🇦🇺🇬🇧🧲♻️

📌 Video: @ElectricViking — "FIRST EVER: Ford's breakthrough EV motor uses 100% recycled magnets"
📌 Photos: Ford Halewood test rotor + recycled NdFeB magnets
📌 Photos: Nd Ingots, After reduction, Dy & Tb ingots after Vacuum remelting, Less Common Metals
📌Photos: PMSM Permanent Magnet Synchronous motor, NdPr Oxide and Nd Oxide

@IONICTECH_UK @IONIC_RE @forduk @LessCommonMetal #IXR #IonicRareEarths #IonicTechnologies #FordMotor #EV #ElectricVehicle #RecycledMagnets #NdFeB #RareEarths #MagnetRecycling #Dysprosium #Terbium #Neodymium #LCM #LessCommonMetals #GKN #DRIVE35 #InnovateUK #CriticalMinerals #CircularEconomy #SupplyChainSecurity #WesternSupplyChain #EVMotor #Ford #Halewood #Belfast #ElectricViking #ChinaExportControls #SovereignSupplyChain #NdFeB ♻️🧲🇬🇧🇦🇺🚗⚡

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🇦🇺🇺🇸⚡ The loop just closed. IXR Official Announcement

@IONIC_RE $IXR has signed binding sales agreements AND an MOU with U.S.-based Advanced Magnet Lab (AML) — supplying Belfast-made NdPr and Dy oxides directly into U.S. defence permanent magnet manufacturing.

This is the announcement that changes IXR's story from refiner to defence supply chain participant. 🧵👇

✅ Binding Sale #1 — (NdPr)₂O₃ and Dy₂O₃ already supplied to AML. Not an MOU. Not a letter of intent. Delivered.

✅ Binding Sale #2 — Second binding sale of separated magnet REOs now executing

🤝 Non-binding MOU — Long-term collaboration framework covering:

Ongoing IXR REO supply to AML for magnet manufacturing

AML swarf and pre-consumer waste returned to IXR for recycling → back to REOs → back to AML

The binding sales are the commercial proof. The MOU is the architectural blueprint for the full closed loop to follow.

Who AML Is and Why This Matters for Defence

Advanced Magnet Lab's PM-Wire™ platform is a proprietary process for scalable, traceable, high-performance permanent magnet manufacturing — designed specifically to address the U.S. industrial base's critical dependence on Chinese magnet supply.

AML just received a US$2 million U.S. Defense Logistics Agency (DLA) contract for qualification of domestically produced sintered NdFeB permanent magnets for defence systems — with IXR named explicitly as the key supplier of (NdPr)₂O₃ and Dy₂O₃ under that contract.

🎯 The end use: military drone motors and other critical defence equipment

By 2027, Chinese rare earth content must be completely removed from U.S. weapons systems under existing DFARS regulations. AML is building the domestic magnet qualification pathway. IXR is supplying the oxides. The DLA is funding the qualification. All three pieces are now in place.

The Quotes That Matter

Wade Senti, President of AML: "This evolving partnership will help 'close the loop' on supply for critical inputs to the U.S. industrial base."

Tim Harrison, IXR CEO: "Working with several Western magnet manufacturers, and now AML, we are building an integrated, ex-China rare earth supply chain across the Western world and beyond."

Brett Lynch, IXR Executive Chairman: "We are proud to be supporting U.S. efforts to achieve independence in rare earth supply, showing the benefits of the U.S.-Australia critical minerals partnership that is empowering both nations in the race for secure and sustainable ex-China rare earth supply chains."

Three executives. One message. The supply chain is being built — and product is already shipping.

The Big Picture

China controls 85%+ of global rare earth refining. By 2027, Chinese content must be removed from U.S. weapons systems entirely.

IXR today:

✅ Only Western plant outside China separating all four magnet REOs (Nd, Pr, Dy, Tb) simultaneously at >99.9% purity

✅ Binding supply agreements with a DLA-contracted U.S. defence magnet manufacturer

✅ Closed-loop swarf recycling agreement — the first circular REE defence supply chain in the Western world

✅ FORGE-designated strategically significant project

✅ £12M UK Government capital grant offer in principle for 400 tpa commercial scale-up

✅ US-Australia Critical Minerals Framework aligned
The dots are connected. The product is shipping. The loop is closed.

$IXR 🇦🇺🇬🇧🇺🇸

@IONIC_RE @IONICTECH_UK @wsenti @timhorizonmet #DyTb #HREO @PhoenixTailings @momentustech #IonicRareEarths #IXR #RareEarths #CriticalMinerals #AdvancedMagnetLab #AML #DLA #Defence #NdFeB #PermanentMagnets #DFARS #WesternSupplyChain #MagnetRecycling #CircularEconomy #NdPr #Dysprosium #SovereignCapability #PMWire #MilitaryDrones #USDefence #AustraliaUSA #FORGE

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🚨 Premium Equity Research Alert: Petra Capital maintains a BUY rating on Ionic Rare Earths ($IXR) with a revised target price of A$0.83, highlighting a massive 186% upside from current trading levels! 📈💰

https://t.co/PFvbXKRh6v

The recent Ford validation is a total game-changer. $IXR supplied 100% recycled rare earth oxides (Nd, Dy, Tb at >99.5% purity) to build an EV motor rotor that successfully passed rigorous durability testing on its FIRST attempt! 🔋🚙

Key Takeaways from the Petra Report:

✅ Tech Risk Eliminated: The Ford dynamometer data definitively answers technology questions and de-risks the proprietary recycling process ahead of the Final Investment Decision (FID) for the Belfast plant.

✅ Proven Supply Chain: Successful integration with established partners LCM (metal/alloy) and GKN (magnets) gives $IXR a highly validated, commercial path to market.

✅ Massive M&A Potential: Strategic acquirers are currently paying huge premiums for downstream assets, such as Energy Fuels buying ASM at a 121% premium. If the market fails to value $IXR properly, it could easily become the next major takeover target! 🎯🤝

✅ Funded for Growth: A £12M UK Government grant provides immense financial certainty to help fund the £85M (A$170M) Belfast commercial plant capex.

Western markets are desperate for localized, non-Chinese heavy rare earths, and $IXR's recycling technology provides the exact mathematical proportion of materials that automakers demand. 🌍♻️

@IONIC_RE @IONIC_RE @CMA_Minerals @theapcuk
#RareEarths #CriticalMinerals #EVs #Recycling #CircularEconomy #ASX #IXR #MandA #Investing #PetraCapital

[Outcast @Outcast_North]

(See in Yellow 👇) Actual Award Enforcement Recovery amount for $AVZ shall then be between US$4.4 billion (44% method) to 8.2 billion (82% method) based on @AvzMinerals @ICSID claim of 10 billion plus Claim (March-2025 number).

$ numbers are based on actual historical data. 👍

[condino.bsky.social 🇪🇺🇩🇪🇬🇷🇳🇴🇺🇦🇮🇱🦦 @ConDino007]

@KiengeKki Important reading from @KiengeKki 🙏 Time factor he flags is real — 3 windows compress in parallel: ICSID expires 3 July 2026, SPA Tier-1 closes ~November 2026, &amp; the 2028 electoral cycle begins reshaping Kinshasa's posture from late 2027 ~18 months max for a credible settlement.

[KIKI KIENGE @KiengeKki]

#Lithium_Manono🇨🇩 : à $AVZ🇦🇺, #KoBold🇺🇸, #CATL🇨🇳 et #RDC
Kiki #Kienge analyse

Le dossier du lithium de Manono, en RDC, est un des théâtres les plus révélateurs de la nouvelle guerre économique mondiale. À travers l’opposition entre KoBold Metals et AVZ Minerals, et en toile de fond l’intérêt d’acteurs chinois comme CATL, se joue bien plus qu’un simple litige minier : c’est l’accès aux ressources critiques du XXIe siècle qui est en question.

Une lecture attentive des dynamiques en cours permet de dépasser les positions de principe pour comprendre les véritables rapports de force.

D’abord, il est probable que KoBold cherche à acquérir les actifs d’AVZ dans des conditions favorables. Ce type de stratégie est classique dans l’industrie extractive : les actifs juridiquement fragilisés ou politiquement contestés sont souvent rachetés avec une décote significative.
Mais réduire cette approche à une tentative d’achat “à prix dérisoire” serait excessif. Le gisement de Manono est tout simplement trop stratégique pour être bradé. Même en situation de conflit, sa valeur reste considérable, à la fois sur le plan industriel et géopolitique.

Ensuite, la rivalité entre acteurs américains et chinois structure profondément ce dossier. La Chine, forte d’une présence ancienne en Afrique et d’un contrôle avancé des chaînes de valeur des batteries, dispose d’un avantage réel. Ses entreprises, à l’image de CATL, bénéficient d’un soutien étatique, d’une capacité d’investissement rapide et d’une tolérance au risque plus élevée. À l’inverse, les acteurs occidentaux, bien que puissants technologiquement, évoluent dans des cadres juridiques et politiques plus contraints.

Cela alimente une hypothèse crédible : celle d’une surenchère chinoise. Pékin pourrait proposer des conditions financières plus attractives à la fois pour AVZ et pour les autorités congolaises.
Dans un contexte de pression économique, une telle offre serait difficile à ignorer à Kinshasa. Toutefois, réduire l’issue du dossier à une simple question de montant serait une erreur. Les arbitrages juridiques internationaux, les équilibres diplomatiques et les considérations de souveraineté jouent un rôle tout aussi déterminant.

Dans ce jeu complexe, la position de la RDC est centrale et décisive. Le pays dispose d’un levier exceptionnel, mais aussi d’une responsabilité majeure.
Sa crédibilité internationale est en jeu. Les incertitudes juridiques, les conflits d’attribution et les soupçons de gouvernance fragilisent son attractivité auprès des investisseurs.
La réforme d’entités comme COMINIERE, la transparence dans la gestion des licences et la clarification des rôles institutionnels doivent être une priorité pour le gouvernement congolais.

Notre analyse va en profondeur des facteurs politiques internes. À l’approche d’échéances électorales majeures en 2028, chaque décision stratégique devient plus sensible.
Les autorités de Kinshasa peuvent être tentées de renégocier, de temporiser ou de reconfigurer les alliances. Pour les investisseurs, comprendre ce calendrier est essentiel. Le temps politique congolais n’est pas un paramètre secondaire : il structure l’ensemble du dossier.

Au fond, Manono n’est pas seulement un projet minier. C’est un test. Un test pour la capacité de la RDC à affirmer sa souveraineté tout en restant crédible. Un test pour les États-Unis et leurs alliés, qui cherchent à sécuriser des ressources critiques face à la Chine. Un test, enfin, pour la COMINIERE à savoir naviguer dans un environnement où la géopolitique compte autant que la géologie.

Conseil de Kienge :
- aux acteurs américains, et en particulier à KoBold Metals, il est essentiel de comprendre que le facteur temps est déterminant. L’horizon politique de 2028 pèsera lourdement sur les décisions à Kinshasa.
Lire correctement ce calendrier, anticiper les inflexions du pouvoir et agir au bon moment sera au moins aussi décisif que la solidité financière du projet.
- à AVZ Minerals, le choix des partenaires doit rester guidé par une seule boussole : l’intérêt des actionnaires. Qu’ils soient chinois ou américains, les repreneurs potentiels doivent être évalués à l’aune de leur capacité à préserver la valeur, sécuriser les actifs et offrir une issue crédible à un dossier devenu hautement incertain.
- au pouvoir de Kinshasa, l’enjeu dépasse largement Manono. Il s’agit de restaurer la confiance. Cela passe par un assainissement réel des structures, à commencer par COMINIERE, qui doit devenir une entité crédible et transparente. Cela suppose également de réduire l’influence des réseaux corruptibles, de renforcer les institutions techniques, notamment le ministère des Mines et celui du Portefeuille et de redonner un rôle effectif aux autorités locales du Tanganyika, au plus près des réalités du terrain et des intérêts de la population locale.
@KoBold_Metals @MinMinesRDC @LouisWKabamba @portefeuille_cd @Presidence_RDC @ChrisKitungwa @AvzMinerals @USAauCongo @US_SrAdvisorAF

[Jens S @emil_jens]

Wow $AVZ #KoBold how revealing, NOT ‼️May 2025;

“KoBold Metals CEO Kurt House spoke on @BBC Newsday about the company's recent purchase of AVZ Minerals' Congoles lithium deposit in Manono, #DRC”

Waouh $AVZ #KoBold, quelle révélation ! (ironie)

« Le PDG de #KoBold Metals, Kurt House, s'est exprimé sur @BBC Newsday au sujet du récent rachat par la société du gisement de lithium Congoles d'AVZ Minerals à Manono, en #RDC. » @Com_mediasRDC @Mines_RDC @Presidence_RDC

[condino.bsky.social 🇪🇺🇩🇪🇬🇷🇳🇴🇺🇦🇮🇱🦦 @ConDino007]

Following the release of the BBC transcript earlier today, here's a closer look at what the document reveals… $AVZ @KiengeKki

[condino.bsky.social 🇪🇺🇩🇪🇬🇷🇳🇴🇺🇦🇮🇱🦦 @ConDino007]

The BBC Newsday interview with @KoBold_Metals CEO Kurt House,10 May 2025 — in which he discussed the Manono lithium acquisition from $AVZ Minerals — has been transcribed and made available as a public-record document. The original BBC episode is no longer accessible.
@KiengeKki

[KIKI KIENGE @KiengeKki]

🚨 URGENT #Manono_lithium 🇨🇩🇦🇺
C'est suite à la demande de $AVZ que le tribunal (CIRDI) a levé les mesures provisoires.
Kiki #Kienge

Ce qui vient de se passer change complètement la lecture du dossier du gisement du lithium de Manono.
Contrairement à ce que beaucoup pensent, la levée des mesures provisoires du CIRDI intervient à la demande même de #AVZ Minerals.

Chronologie clé :
- 24 mars 2026 : AVZ demande la suspension de la procédure
- 18 avril 2026 : AVZ dépose une demande liée aux mesures provisoires
- 23 avril 2026 : ordonnance n°7 du tribunal
- 23 avril 2026 : suspension de la procédure jusqu’au 3 juillet 2026, conformément à l’accord des parties (AVZ / République démocratique du Congo)

Ce que ça veut dire
On n’est plus dans un affrontement pur.
On est entré dans une phase de négociation active.
Quand une entreprise demande elle-même :
- la suspension de la procédure,
- et accepte la levée de protections juridiques,
ce n’est jamais un hasard.

Lecture stratégique
AVZ est probablement en train de :
- ouvrir la porte à un deal structuré,
- éviter une escalade juridique longue et incertaine,
- sécuriser une sortie intelligente… ou une entrée réorganisée.

Le cœur du jeu
La question n’est plus :
AVZ va-t-elle gagner le procès ?
Mais plutôt :
AVZ est-elle en train de négocier la valeur de sa position dans Manono ?

Pourquoi “conformément à l’accord des parties” est clé
Cette phrase est la plus importante.
Elle signifie :
- qu’il y a dialogue direct entre AVZ et la RDC,
- que les deux parties ont un intérêt à calmer le jeu,
- et surtout qu’un terrain d’entente est en construction.

Oui, c’est très probablement une stratégie de négociation.
AVZ a compris trois choses :
- récupérer 100 % du projet est devenu peu réaliste
- le temps joue contre elle
- sa meilleure carte aujourd’hui et le levier juridique comme outil de deal
En suspendant la procédure, elle transforme :
un conflit en négociation commerciale
En levant les mesures provisoires, elle envoie un signal :
“On est prêt à discuter sérieusement.”

Ce n’est pas un recul.
C’est potentiellement le moment le plus stratégique du dossier.
AVZ ne cherche peut-être plus à gagner seule…
Elle cherche à ne pas perdre intelligemment et à monétiser sa position au maximum.
Et dans ce type de guerre économique,
ceux qui savent négocier au bon moment sont souvent les vrais gagnants.
@MinMinesRDC @KoBold_Metals @Manonolithium @LouisWKabamba @Presidence_RDC @USAauCongo @US_SrAdvisorAF @AvzMinerals @ChrisKitungwa @portefeuille_cd

[Masdragus @masdragus]

@KiengeKki $AVZ Minerals has accepted no offer at this stage. If the Australian refuses to cede its rights and sell to end this fiasco, surely its legal team @DLA_Piper has advised them they have a solid case. No fair offer = full bore #ICSID &amp; corrupt names will flow

[KIKI KIENGE @KiengeKki]

#Lithium_Manono🇨🇩🇦🇺
Le cadastre minier exige à $AVZ un règlement pour les droits miniers liés aux permis PR4029/4030 d'AVZ Minerals Congo SARLU.
Il est urgent que le Cadastre Minier de la RDC examine ses dossiers, compte tenu du fait qu'AVZ a déjà réglé cette facture.

Des transactions réalisées depuis le commencement de l'année 2025, dont voici la confirmation de réception du règlement d'AVZ par la CAMI.
Devons-nous parler d'une tentative de détournement ou un chantage programmé dans le dossier lithium de Manono ?
Cher #CAMI, #AVZ a déjà verser la somme dans vos caisses, prière de vérifier...🙏
Voici les preuves de paiement de @AvzMinerals.
@MinMinesRDC @LouisWKabamba @Presidence_RDC @emil_jens @AugustCohen4
👇

[Jens S @emil_jens]

@MinMinesRDC @CadastreMinier @Deloitte Here are the receipts $AVZ PAID - corrupt CAMI 🤬Voici les reçus

Vous devez licencier votre #CAMI pour vous avoir falsifié des informations ‼️