Mine-to-Magnet Capability Tracker

Project and facility tracker

Rare-earth project and facility tracker.

A curated set of mine, separation, recycling, and magnet facilities tracked against public company and government sources. The focus is operating evidence, not only announced capacity.

10 entries4 with operating or mixed evidence

01 Project-stage grid

Curated projects against six chain steps.

Rows are curated projects; columns are six chain steps. Cell status is the project's overall operating evidence; a project with mixed evidence reads as Operating in every present cell, which loses per-stage nuance. The expanded tracker below carries stage-by-stage context.

ProjectMiningConcentrateSeparationMetals/AlloysMagnetsRecycling
Mountain Pass / Independence / Northlake 10XMP MaterialsOpOpOpOpOpOp
Mt Weld / Kalgoorlie / Malaysia / SeadriftLynas Rare EarthsOpOpOp
Eneabba Rare Earths RefineryIluka ResourcesComCom
Pela EmaSerra Verde GroupOpOp
Silmet / NarvaNeo Performance MaterialsComCom
San Marcos Magnet FacilityNoveon MagneticsOpOp
Project Eagle / Sumter Magnet Facilitye-VAC Magnetics / VAC GroupCom
Stillwater / Round TopUSA Rare EarthComComComCom
Caremag LacqCarester / CaremagComCom
Louisiana Strategic Metals ComplexUcore Rare MetalsAnn
Operating
Commissioning/construction
Announced/planned
Not present

02 Curated facilities

A curated set of facilities tracked against company and government sources.

Company statements are useful for status and scope, but capacity claims stay cautious unless the selected public source directly backs the number. Market newsletters, local media, and investor commentary do not serve as primary support.

MP Materials

Mountain Pass / Independence / Northlake 10X

Mountain Pass and Independence are operating assets; Northlake 10X is a planned expansion with commissioning expected later.

MiningBeneficiationSeparation into OxidesMetals and Alloys
Geography

California and North Texas, United States

Evidence
mixed
Confidence
high
Claims

1

Sources

3

Announced capacity

10X is expected to contribute to roughly 10,000 metric tons per year of total MP U.S. NdFeB magnet capacity once operational.

Stage coverage
MiningBeneficiationSeparation into OxidesMetals and AlloysPowder ProductionSintered NdFeB MagnetsRecycling
Key risks
  • Scaling from operating assets to 10X nameplate magnet capacity.
  • Heavy rare-earth availability and qualification for high-coercivity magnets.
  • Customer qualification and sustained production yield during ramp-up.
Workforce signals
  • The 10X release cites more than 1,500 planned direct manufacturing and engineering jobs.
  • MP frames North Texas manufacturing depth as part of the site-selection logic.
Caveat

Do not treat the 10X capacity figure as current operating output; it is tied to a planned campus and later commissioning.

Key claims
  • primary confirmedhighfact

    MP Materials operates Mountain Pass in California and Independence in Fort Worth, and has announced the Northlake 10X campus as a planned expansion toward roughly 10,000 metric tons per year of total U.S. NdFeB magnet capacity once operational.

Lynas Rare Earths

Mt Weld / Kalgoorlie / Malaysia / Seadrift

Integrated operating chain across Mt Weld, Kalgoorlie, and Malaysia, with Seadrift in development.

MiningBeneficiationCracking and LeachingSeparation into Oxides
Geography

Western Australia, Malaysia, and Texas, United States

Evidence
mixed
Confidence
high
Claims

1

Sources

3

Stage coverage
MiningBeneficiationCracking and LeachingSeparation into Oxides
Key risks
  • Integration of Kalgoorlie cracking and leaching with downstream separation.
  • U.S. Seadrift project timing, permitting, and funding conversion.
  • Residue management, community acceptance, and feedstock flexibility.
Workforce signals
  • Lynas cites Kalgoorlie's skilled residential workforce as a site attribute.
  • The Seadrift update cites proximity to a skilled workforce as part of site selection.
Caveat

This entry mixes operating and development assets; Seadrift is not counted as operating U.S. separation capacity.

Key claims
  • primary confirmedhighfact

    Lynas operates Mt Weld and Lynas Malaysia, has brought Kalgoorlie into the cracking-and-leaching chain, and is developing a Seadrift, Texas rare-earth processing facility.

Sources
Iluka Resources

Eneabba Rare Earths Refinery

Refinery under construction, with current company materials pointing to expected commissioning in 2027.

BeneficiationSeparation into Oxides
Geography

Eneabba, Western Australia

Evidence
construction
Confidence
high
Claims

1

Sources

2

Announced capacity

17.5 thousand tonnes per annum TREO modeled capacity; Iluka also cites 23 thousand tonnes per annum plant capacity with all circuits fully utilised.

Stage coverage
BeneficiationSeparation into Oxides
Key risks
  • Schedule and capital-cost discipline through construction and commissioning.
  • Solvent-extraction scale-up and product finishing at commercial specification.
  • Long-term feedstock availability beyond the Eneabba stockpile.
Workforce signals
  • Iluka says the refinery will employ about 270 people once operational.
  • Company materials cite a peak construction workforce of roughly 700 to 900 people.
Caveat

Capacity is source-backed, but it is not yet operating capacity until commissioning and routine production are visible.

Key claims
  • primary confirmedhighfact

    Iluka is building a fully integrated rare-earths refinery at Eneabba, with company FID materials citing 17.5 thousand tonnes per annum of TREO capacity and current materials pointing to commissioning in 2027.

Sources
Serra Verde Group

Pela Ema

Commercial production of mixed rare-earth concentrate from Phase I began in early 2024.

MiningBeneficiation
Geography

Minaçu, Goiás, Brazil

Evidence
commercial production
Confidence
high
Claims

1

Sources

2

Stage coverage
MiningBeneficiation
Key risks
  • Sustained ramp-up and optimization of ionic-clay processing.
  • Conversion of mixed concentrate into separated oxides outside Asia.
  • Expansion timing and commercial terms under changing ownership and offtake structures.
Caveat

The selected company sources confirm commercial production and magnetic rare-earth scope, but not a detailed audited output run rate.

Key claims
  • primary confirmedhighfact

    Serra Verde says Pela Ema entered commercial production in early 2024 and produces mixed rare-earth concentrate containing the four magnet rare earths neodymium, praseodymium, dysprosium, and terbium.

Sources
Neo Performance Materials

Silmet / Narva

Narva magnet facility opened in 2025; Silmet heavy rare-earth separation line was announced as commissioned in 2026.

Separation into OxidesSintered NdFeB Magnets
Geography

Sillamäe and Narva, Estonia

Evidence
commissioning
Confidence
high
Claims

1

Sources

2

Stage coverage
Separation into OxidesSintered NdFeB Magnets
Key risks
  • Moving from opening and commissioning milestones to stable routine output.
  • Customer qualification for European automotive and wind customers.
  • Feedstock security for heavy rare-earth separation and magnet production.
Caveat

Opening and commissioning are meaningful evidence, but throughput, yield, and customer qualification need separate monitoring.

Key claims
  • primary confirmedhighfact

    Neo has opened its Narva permanent magnet facility in Estonia and has separately announced commissioning of a heavy rare-earth separation line at Silmet.

Noveon Magnetics

San Marcos Magnet Facility

Company-reported active sintered NdFeB magnet production using magnet-to-magnet recycling.

Sintered NdFeB MagnetsRecycling
Geography

San Marcos, Texas, United States

Evidence
operating
Confidence
medium
Claims

1

Sources

2

Stage coverage
Sintered NdFeB MagnetsRecycling
Key risks
  • Public evidence of sustained throughput and product mix is limited.
  • Scrap and end-of-life magnet feedstock availability.
  • Customer qualification and defense-compliance documentation.
Workforce signals
  • Noveon's grand-opening article described a team of 65 at the time of opening.
Caveat

The operating claim is company-sourced; public capacity and independent output evidence remain thin.

Key claims
  • primary confirmedmediumfact

    Noveon says its San Marcos, Texas facility is producing sintered NdFeB magnets using its magnet-to-magnet recycling process, but public capacity details are limited.

Sources
e-VAC Magnetics / VAC Group

Project Eagle / Sumter Magnet Facility

Company page says the facility opened in fall 2025 and is scaling toward full capacity in early 2026.

Sintered NdFeB Magnets
Geography

Sumter, South Carolina, United States

Evidence
commissioning
Confidence
medium
Claims

1

Sources

2

Stage coverage
Sintered NdFeB Magnets
Key risks
  • Separating company-reported start-up status from independently verified output.
  • Raw-material and oxide supply for NdFeB production.
  • Customer qualification and delivery performance during ramp-up.
Caveat

DOE environmental materials support project scope and location, but not commercial output or a financing decision.

Key claims
  • primary confirmedmediumfact

    e-VAC's Sumter, South Carolina facility is described by the company as an NdFeB permanent magnet production facility opened in fall 2025 and scaling toward full capacity in early 2026; DOE materials support the project scope and location.

USA Rare Earth

Stillwater / Round Top

Stillwater Phase 1a magnet production has been commissioned; Round Top remains development-stage feedstock.

MiningBeneficiationMetals and AlloysSintered NdFeB Magnets
Geography

Oklahoma and Texas, United States

Evidence
commissioning
Confidence
high
Claims

1

Sources

2

Announced capacity

Phase 1a is expected to ramp to 600 mtpa by late 2026; 1,200 mtpa active Stillwater capacity is anticipated in early 2027.

Stage coverage
MiningBeneficiationMetals and AlloysSintered NdFeB Magnets
Key risks
  • Stillwater ramp-up from commissioning to customer deliveries.
  • Feedstock availability before Round Top is developed.
  • Round Top permitting, financing, and technical scale-up.
Workforce signals
  • USA Rare Earth says the Stillwater process is managed by more than 100 facility employees.
Caveat

Stillwater has commissioning evidence; Round Top is not yet an operating mine or processing source.

Key claims
  • primary confirmedhighfact

    USA Rare Earth announced commissioning of Stillwater Phase 1a magnet production, with a stated ramp target of 600 mtpa by late 2026 and 1,200 mtpa active capacity anticipated in early 2027; Round Top remains a development-stage feedstock project.

Carester / Caremag

Caremag Lacq

Financed and under development, with operations expected by late 2026.

Separation into OxidesRecycling
Geography

Lacq, Nouvelle-Aquitaine, France

Evidence
construction
Confidence
high
Claims

1

Sources

2

Announced capacity

Designed to recycle 2,000 tonnes of magnets and refine 5,000 tonnes of mining concentrates annually, producing 600 tonnes of Dy/Tb oxides and 800 tonnes of Nd/Pr oxides.

Stage coverage
Separation into OxidesRecycling
Key risks
  • Commissioning a first-of-kind European heavy rare-earth recycling and refining flow.
  • Availability and collection of end-of-life magnet feedstock.
  • Customer qualification of recycled and refined oxides.
Caveat

Source-backed capacity is planned capacity; operating proof depends on start-up and routine production.

Key claims
  • primary confirmedhighfact

    Carester says Caremag has secured financing for a Lacq rare-earth recycling and refining facility expected to begin operations by late 2026, designed to recycle 2,000 tonnes of magnets and refine 5,000 tonnes of mining concentrates annually.

Ucore Rare Metals

Louisiana Strategic Metals Complex

Development-stage separation and oxide-production facility at England Airpark.

Separation into Oxides
Geography

Alexandria, Louisiana, United States

Evidence
announced
Confidence
medium
Claims

1

Sources

2

Announced capacity

Earlier company materials cite a planned 7,500-tonne rare-earth separation plant.

Stage coverage
Separation into Oxides
Key risks
  • RapidSX technology scale-up from demonstration to commercial operations.
  • Securing feedstock, customers, and financing for staged expansion.
  • Moving from site and incentive milestones to commissioning evidence.
Caveat

Clean company sources exist for the planned facility, but operating capacity is not yet public.

Key claims
  • primary confirmedmediumfact

    Ucore identifies the Louisiana Strategic Metals Complex in Alexandria as its first rare-earth separation and oxide-production facility, with earlier company materials citing a planned 7,500-tonne rare-earth separation plant.