HREE Pulse

Snapshot 22 Aug 2026 · 52 names

Catalyst calendar

Dated items the desk is actually watching. Guided dates slip. A missing date is not a catalyst.

August 2026

  • 1 Aug 2026USARTMRC / Round Top consolidation closedother · pulse 80
  • 11 Aug 2026VLTASpringer land package consolidatedother · pulse 76
  • 12 Aug 2026UUUUASM scheme approved by shareholdersvote · pulse 86
  • 12 Aug 2026ASMASM shareholders approved EFR schemevote · pulse 57
  • 13 Aug 2026BREScoping study presentationstudy · pulse 52
  • 14 Aug 2026AREEBurnt Pond drill-permit application (103 holes, copper VMS)drill · pulse 28
  • 20 Aug 2026TREONasdaq listing as TREO (Plum combo)listing · pulse 60
  • 20 Aug 2026TERAPFS contractor selected (USTDA-funded)study · pulse 49
  • 28 Aug 2026USARSerra Verde acquisition votevote · pulse 80

September 2026

  • 15 Sept 2026ARUConstruction startconstruction · pulse 73

October 2026

  • 15 Oct 2026UUUUVAC close path and White Mesa heavy-rare commercial planother · pulse 86

November 2026

  • 1 Nov 2026NEOEuropean capacity / sintered vs bonded mixother · pulse 54
  • 1 Nov 2026IXRBelfast commercial offtake / scale-upother · pulse 53
  • 1 Nov 2026VTMPEA / met that splits MagREO vs scandiumother · pulse 43
  • 1 Nov 2026EMATSited, permitted, financed US plant — or a retraction of capacity claimsother · pulse 32
  • 1 Nov 2026ABXResource update / metother · pulse 35
  • 15 Nov 2026VLTAPEA (guided year-end)study · pulse 76
  • 15 Nov 2026LKYMojave drill results that support a maiden resourceother · pulse 50
  • 30 Nov 2026MPFirst Tb/Dy from Mountain Pass HREE circuit (guided 2H26)production · pulse 86

December 2026

  • 1 Dec 2026ARAProject Dynamo FS (guided)study · pulse 76
  • 1 Dec 2026MEIDFS / permit cadence (watch)study · pulse 53
  • 1 Dec 2026LINFinancing / offtake / starter-plant FIDother · pulse 52
  • 1 Dec 2026MKAHyProMag US/UK commissioning tonnesother · pulse 57
  • 1 Dec 2026ARRHalleck Creek PFS / starter-pit designother · pulse 55
  • 1 Dec 2026REEMFUpton demo results / permit pathother · pulse 51
  • 1 Dec 2026DEFNFS decision / offtakeother · pulse 49
  • 1 Dec 2026NMIJOGMEC-funded study / offtake conversionother · pulse 51
  • 1 Dec 2026NTUCommercial plant financingother · pulse 50
  • 1 Dec 2026HASFinancing that actually closesother · pulse 43
  • 1 Dec 2026PRELongonjo financing / offtakeother · pulse 43
  • 1 Dec 2026METCBrook Mine PEA / third-party metother · pulse 51
  • 1 Dec 2026IDRAny REE resource print that is more than a land grabother · pulse 45
  • 1 Dec 2026ARECQualified separated oxide / magnet-maker offtakeother · pulse 49
  • 1 Dec 2026VMMPEA / offtake processother · pulse 39
  • 1 Dec 2026GMACommercial recycle offtakeother · pulse 38
  • 1 Dec 2026APIAnything that looks like a bulk resource rather than a veinother · pulse 29
  • 1 Dec 2026OD6Met / MRE that splits MagREOother · pulse 27
  • 1 Dec 2026CRIMet / MagREO splitother · pulse 30
  • 1 Dec 2026REEMaiden resourceother · pulse 22
  • 1 Dec 2026PMAXFirst drill / geochem that is more than a claim mapother · pulse 30
  • 1 Dec 2026PNNCurrent MRE / Th-MagREO split at Morro do Ferroother · pulse 34
  • 1 Dec 2026QREEMoose drill / maiden resourceother · pulse 21
  • 1 Dec 2026MTTALake Owen work that is actually REE, or a silica offtakeother · pulse 28
  • 15 Dec 2026RBWProject finance / offtake on Phalaborwa plantother · pulse 55

January 2027

  • 1 Jan 2027AVLA process plant that is financed, not announcedother · pulse 22

February 2027

  • 1 Feb 2027UUUUVAC acquisition close (guided)other · pulse 86

March 2027

  • 1 Mar 2027ILURefinery first oxide windowproduction · pulse 65
  • 1 Mar 2027CCEPFS / infrastructure planother · pulse 30
  • 1 Mar 2027SMYJV / mill financingother · pulse 26

June 2027

  • 1 Jun 2027UUUUInitial commercial Dy/Tb circuit (~35 t / 12 t)production · pulse 86
  • 1 Jun 2027MPApple recycled-magnet shipments begin (plan)offtake · pulse 86
  • 1 Jun 2027VMLA recapitalisation that is more than survivalother · pulse 17

June 2028

  • 1 Jun 2028USARRound Top commercial production (plan)production · pulse 80
  • 1 Jun 2028MP10X Northlake commissioning windowconstruction · pulse 86

July 2028

  • 1 Jul 2028ARACarina startup windowproduction · pulse 76

June 2029

  • 1 Jun 2029ARUFirst production (guided)production · pulse 73