Rare Earths Americas

What Rare Earths Americas does

Rare Earths Americas, Inc. (NYSE American: REA) is an exploration-stage critical minerals company advancing a portfolio of high-grade heavy rare earth element (HREE) projects across two jurisdictions: the Shiloh Project in Georgia, USA, targeting monazite-bearing sands with surface samples grading up to 44.5% TREO and drill intercepts up to 10.84% TREO, and three Brazilian projects — Alpha (Bahia, 201.7 Mt inferred resource at 1,520 ppm TREO), Constellation (Minas Gerais, 266.2 Mt inferred resource at 2,637 ppm TREO), and the earlier-stage Homer carbonatite exploration in Goiás (~1,233 km² of tenements). The company is positioned as a future non-Chinese source of dysprosium, terbium, and NdPr for high-performance permanent magnets used in defense systems, EVs, wind turbines, robotics, and consumer electronics.

REA's business model is pre-revenue and capital-intensive: it generates no commercial sales, holds no mineral reserves, and reported a net loss of approximately $9.93 million over the trailing twelve months through December 31, 2025. Commercialization depends on completing Pre-Feasibility and Definitive Feasibility studies and securing long-term offtake agreements with downstream magnet producers, refiners, and government-aligned critical mineral buyers. Capital is raised through equity markets — a $15M private placement in January 2026 and an upsized $63.3M IPO on NYSE American in May 2026 — with Cantor Fitzgerald and Stifel as lead underwriters and Cantor Fitzgerald initiating coverage at a $34 price target in June 2026. The company operates from Denver, Colorado and Manchester, Georgia, with field offices in Brazil managed by Country Manager Francisco Tomazoni (formerly Exploration Manager at Ero Copper Corp), and employs 1–10 staff. Technical partnerships include Hatch Ltd. (Alpha Initial Assessment), ALS Geochemistry (assay), and independent Qualified Persons under SEC S-K 1300 and JORC Code 2012.

Name

Rare Earths Americas

Legal name

Rare Earths Americas, Inc.

Website

https://rareearthsamericas.com

Company type

Public

Founded year

2025

Operating status

Ipo

Headcount range

1–10 employees

Short description

Rare Earths Americas (NYSE American: REA) is an exploration-stage critical minerals company advancing heavy rare earth projects — monazite sands in Georgia and ionic adsorption clay deposits in Brazil — targeting dysprosium, terbium, and NdPr for defense, EV, and magnet supply chains.

Ownership category

akta.pro rank

Product category

Rare Earth Mineral Mining

NAICS

Mining, Quarrying, and Oil and Gas Extraction (21), Other Nonmetallic Mineral Mining and Quarrying (212390)

SIC

Miscellaneous Metal Ores (1090)

akta.pro primary industry

Rare Earths Mining & Concentrates (REE Ores) (IMAKAFAG)

akta.pro secondary industry

Mineral Exploration & Geoscience Services (Geology, Geophysics, Geochemistry, Resource Modeling) (IMAKAKAA)

Keywords

• Rare earth elements
• Heavy rare earth mining
• Critical minerals exploration
• Monazite sands mining
• Ionic adsorption clay deposits

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Supply Chain, Personnel, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Pre-revenue / no commercial production: Rare Earths Americas is an exploration-stage company with zero revenue generated to date. No mineral reserves have been disclosed. Future revenue is expected to be generated from the sale of rare earth element oxides, mineral concentrates, or downstream magnet materials once projects reach production; however, the company has not yet established economic viability or secured offtake agreements. Net loss of approximately US$9.93 million reported over the prior 12 months ending December 31, 2025.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Rare Earths Americas is an exploration-stage mining company advancing a portfolio of high-grade heavy rare earth mineral assets targeting dysprosium, terbium, and NdPr in the United States (Shiloh Project, Georgia) and Brazil (Alpha, Constellation, and Homer Projects). The company is pre-revenue and focused on defining mineral resources through drilling, metallurgical testing, and feasibility studies to establish a future non-Chinese source of magnet-grade rare earth feedstock. Future revenue is expected from sale of rare earth oxides, mineral concentrates, or downstream magnet materials once projects reach commercial production.

Product overview

Rare Earths Americas (REA) is an exploration-stage company whose portfolio is structured as a platform-plus-modules architecture comprising four distinct heavy rare earth mineral projects across two jurisdictions. The three material projects are the Shiloh Project (monazite-bearing sands in Georgia, USA), the Alpha Project (ionic adsorption clay in Bahia, Brazil), and the Constellation Project (ionic adsorption clay in the Poços de Caldas district of Minas Gerais, Brazil), supported by the non-material Homer Project (carbonatite-style niobium/REE exploration in Goiás, Brazil). Together these projects target heavy rare earth elements critical to high-performance permanent magnets used in robotics, electric vehicles, defense, wind power, and consumer electronics, positioning the company as a potential non-Chinese rare earth supply source aligned with Western industrial and national security priorities.

Differentiator

Problem solved

Functional benefit

Products and services

• Shiloh Project Monazite-bearing sands heavy rare earth exploration project located in Georgia, United States, covering approximately 400 km². Boulder samples grade up to 41.3% TREO with near-surface, free-dig monazite sands mineralization; the company plans over 20,000 meters of drilling in 2026. The project is positioned to supply heavy rare earth oxides and NdPr to U.S. magnet producers, defense primes, and the U.S. Department of Defense.
• Alpha Project Large-scale ionic adsorption clay (IAC) rare earth project located in Bahia, Brazil, with 496 km² of tenements. JORC resource of 839 Mt at 1,219 ppm TREO with 2.2% DyTb (dysprosium-terbium ratio). Hatch Ltd. engaged for the Initial Assessment study under SEC S-K 1300. Targeted output is heavy rare earth and NdPr feedstock for international refiners and magnet manufacturers.
• Constellation Project Large-scale ionic adsorption clay (IAC) rare earth project located in Minas Gerais, Brazil, in the Poços de Caldas district alongside Meteoric Resources' high-grade Caldeira project. JORC resource of 259 Mt at 2,706 ppm TREO with 1.0% DyTb. Shallow, high-grade, free-dig mineralization supports simple, low-cost mining, with planned output of heavy rare earth and NdPr feedstock for downstream separation and refining.
• Homer Project Carbonatite-style niobium and rare earth exploration project located in Goiás, Brazil, covering approximately 1,213 km² of tenements across three magnetic anomalies (Homer A: 749 km²; Homer B: 120 km²; Homer C: 344 km²). Targets high-grade niobium and rare earths along the Azimuth 125 Lineament near major Brazilian alkaline carbonatite provinces.

Quantifiable outcome

• Surface samples grading up to 44.5% TREO at Shiloh (Q1 2026)
• +6 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered flagship and core.

• Hatch Ltd.flagshipImplementation/ SI/ Consulting Partner · 11 June 2026Hatch Ltd., a global multidisciplinary management, engineering, and development consultancy, awarded the Alpha Initial Assessment (IA) contract under SEC S-K 1300 to advance the technical evaluation of REA's Alpha Project. First phase covering mine planning, metallurgy, infrastructure, permitting overview, and project economics expected in 6-8 weeks; complete IA anticipated in early 2027. Hatch brings multiple decades of mining/energy/infrastructure experience, including extensive Brazilian ionic adsorption clay (IAC) rare earth project experience. Subsequent studies (e.g., PFS) subject to future agreements.
• Continental Stock Transfer & Trust CompanycoreOthersTransfer agent for REA common stock; located at 1 State Street, 30th Floor, New York, NY 10004-1561; reachable at [email protected] / 212-509-5586.
• ICR Inc.coreOthersInvestor relations firm for REA (contact email: [email protected]). Manages investor communications and IR program.
• DLA Piper LLP (US)coreImplementation/ SI/ Consulting PartnerU.S. legal counsel to REA for the IPO; lead lawyers Era Anagnosti and Andrew Ledbetter; based at 500 Eighth Street, NW, Washington, D.C. 20004.
• Dorsey & Whitney LLPcoreImplementation/ SI/ Consulting PartnerCanadian/U.S. legal counsel to REA for the IPO; lead lawyer James Guttman; based at TD Bank Tower, 66 Wellington Street W, Suite 3400, Toronto, ON M5K 1E6.
• ALS GeochemistrycoreOthersAnalytical laboratory partner for QA/QC and assay work at the Shiloh Project. ALS Geochemistry sample preparation facility in Reno, Nevada handles logging, drying, crushing, splitting, and pulverization; REE and multi-element analyses performed at ALS Geochemistry laboratory in North Vancouver, British Columbia, including determination of La, Ce, Pr, Nd, Sm by OGREE method and multi-element analysis by ICP-MS and ICP-AES (methods ME-MS81, ME-MS81h, ME-ICP06, TOT-ICP06). ALS Minerals is an ISO/IEC 17025:2017 accredited laboratory for select methods.
• Geosyntec Consultants (Paul Dockweiler)coreImplementation/ SI/ Consulting PartnerIndependent Qualified Person (QP) under SEC Regulation S-K 1300. Senior Geologist Paul Dockweiler (CPG-11379 / SME Registered Member) reviewed and approved the scientific and technical information in the June 15, 2026 press release on Shiloh drill results.
• Adam Karst, P.G. (independent consultant)coreImplementation/ SI/ Consulting PartnerIndependent Competent Person for the Homer Project per JORC Code 2012; Registered Member of the Society of Mining, Metallurgy and Exploration (SME), a Recognized Overseas Professional Organization (ROPO). Compiled/reviewed Exploration Results and Mineral Resources information.

Scale indicators17 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• USA Rare Earth: US-listed company developing the Round Top heavy rare earth project in Texas and pursuing downstream magnet manufacturing. Comparable as a US-domiciled, Western-aligned heavy REE developer targeting defense and EV supply chains.
• Energy Fuels: US-listed uranium and rare earth processor that has integrated monazite sand processing for heavy REE production in the U.S. Represents the midstream/downstream complement to REA's upstream exploration focus and a potential offtake or partnership counterparty.
• Lynas Rare Earths: Australian-listed operator of the Mt Weld mine (La, Ce, NdPr) and the Kalgoorlie processing facility — the largest ex-China producer of separated rare earths. Closest global analog for REA's go-to-market of non-Chinese heavy REE supply for Western customers.
• Meteoric Resources: Australian-listed developer of the Caldeira ionic adsorption clay rare earth project in the Poços de Caldas district, Minas Gerais, Brazil — directly adjacent to REA's Constellation Project. The leading first-mover in Brazilian IAC REE development and a key competitive threat in the same geological district.
• Arafura Resources: Australian-listed developer of the Nolans NdPr project in the Northern Territory, Australia. Comparable as a pre-construction, NdPr-focused developer targeting non-Chinese supply with similar long-cycle offtake and government-aligned commercialization dynamics.
• MP Materials: Operator of the Mountain Pass mine in California, the only scaled US rare earth mine producing light rare earth concentrate. Direct comparator as the leading US-domiciled, ex-China rare earth developer; REA explicitly benchmarks its Shiloh grades against MP Materials' reported 6% TREO.
• Brazilian Rare Earths: Australian-listed company developing the Monte Alto and other heavy REE projects in Brazil. REA explicitly cites Brazilian Rare Earths' Monte Alto project as analogous to the Shiloh monazite sands system, making it a closely comparable mineralogic and geographic peer.

Broad incumbents

• Iluka Resources: Australian-listed major mineral sands producer that has invested in rare earth refining capabilities (Eneabba refinery). Comparable as a broader mining incumbent that overlaps REA's monazite-bearing sands and IAC value chain, with established infrastructure and processing expertise.

Emerging players

• Peak Resources: Australian-listed developer of the Ngualla rare earth project in Tanzania. Comparable as a smaller, single-asset heavy REE developer targeting NdPr/Dy/Tb for the global magnet supply chain with similar long-cycle, offtake-dependent commercialization profile.
• Pensana: UK-listed developer of the Longonjo NdPr project in Angola, with plans for a separation facility in the UK. Comparable as a publicly listed ex-China heavy REE developer pursuing Western supply chain positioning, though with a different (Angolan) source jurisdiction.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries5 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rare Earths Americas