A personal desk for public rare-earth juniors and near-term developers. Not a database. The names with a pulse are the ones de-risking — offtakes, government paper, oxide, magnets, a path to Nasdaq.
- Universe
- 52
- US listed
- 9
- Gov / strategic
- 18
- HREE-tagged
- 14
Strongest Pulses
Highest vitality right now. A resource is a signal, not a mine — stalled books stay off this list.
Two live acquisitions (ASM approved 12 Aug; VAC guided early 2027) on top of first US Dy/Tb. This is the most kinetic Western processor. Integration risk is the discount, not the strategy.
$3.8B · NYSE American / TSX · Processing / separation · White Mesa Mill · EFA + offtake · NYSE American listed
The government is inside the cap table and the floor is the equity story. HREE circuit in commissioning; 10X sited at Northlake. Valuation is rich — pulse is execution, not another partnership.
$11.0B · NYSE · NdPr / LREE · carbonatite · DoD + price floor + offtake · NYSE listed
Serra Verde vote 28 August is the rewrite. Magnets are running; Q2 revenue was LCM, not sinter. A yes makes this an operating HREE miner plus magnets. A no leaves a permitted Texas deposit and a plant still ramping.
$4.7B · NASDAQ · Magnets & alloys · Round Top · gov support · Nasdaq listed
The only ex-China name that has sold commercial Dy and Tb. HREE plant re-cut to A$294m. Seadrift is dead; the US relationship is a supply contract. Floors are now market structure.
$12.0B · ASX / OTCQX · Mixed basket · carbonatite · DoD + JOGMEC + price floor · OTCQX tape
FS + EIA on Carina, 2028 start, Louisiana plant scoped. This is the cleanest Western ionic-clay HREE name with a US processing story. Offtake and Dynamo capex are the remaining pulse.
$714M · TSX / OTCID · HREE-heavy · ionic clay · gov support · Nasdaq path
The US tape is being built on purpose: OTCQB in April, DTC in July, Renmark and VIC roadshows, PEA guided year-end. Usenmez has not filed a Nasdaq application and has not said the word in the capital-markets PRs. The sequence is real. The $4 bid is not.
$28M · CSE / OTCQB · Mixed basket · carbonatite · Nasdaq path
FID is the pulse. Construction in September, first oxide 2029. Radioactivity is priced in. The remaining tape is whether $1.6B stays $1.6B once earthworks start.
$937M · ASX · NdPr / LREE · monazite · EFA + offtake · ASX
Nasdaq, US carbonatite, fresh FS. Pulse is financing. EXIM has been a headline for years. A signed credit is a different name than another LOI.
$520M · NASDAQ · Mixed basket · carbonatite · EXIM + offtake · Nasdaq listed
By stage
Latest names in each sleeve, ranked by pulse.
Journal
Filings and catalysts, written up. Not the press release.
2026-08-24 · AREE
Automata is the rebrand. Oculus is an option on Labrador grabs. Burnt Pond is copper.
CMTNF used to be a $1m pink with no rare-earth project. That part of the skip is stale. The rest — no holes, no MRE, a VMS permit filed under a magnet-metals website — is the whole story.
2026-08-20 · TREO
Tactical listed as TREO on Thursday. Peak is a tailings pile two miles from Round Top. Nasdaq is not a resource.
Plum combo, 4-for-1, 13.6 million shares. 1.5 Mt of already-mined Sierra Blanca feedstock and an 88–93% leach on composites. The listing work is done. The 43-101 is not.
2026-08-23 · VLTA
Volta’s Nasdaq path is a sequence, not a filing. OTCQB and DTC are done. The $4 bid is the wall.
Usenmez has built a US tape on purpose — and has not said the word Nasdaq in the capital-markets PRs. That is more honest than most CSE uplist stories. It is also not an application.
2026-08-21 · USAR
USAR’s Serra Verde vote is August 28. The magnet plant is already running. The mine is the argument.
Stillwater printed first sintered metal. Round Top is permitted. The $2.8B Brazilian ionic-clay asset is the vote that rewrites the story — or the dilution that doesn’t.
Filter by stage, metal, listing path, government support, and deposit type. Sort by pulse or contained MagREO. Notes and watchlist stay on this device.
6 names score 76+ · median pulse 50