Aclara Resources: A Fundamentally Different RRE Play, But A Lucrative One

2026-01-17 07:13:42 ET

Investment Thesis

Aclara Resources ( ARAAF ) is an exciting play on South American rare earth mineral operations. It’s more focused on Dysprosium rather than Neodymium, which some of the prominent US-based rare earth companies are focusing on. But arguably it’s more lucrative because of the massive gap between supply and demand. With the flagship mine, Carina Module, expected to generate 13.7% of China's consolidated DyTb production, ARAAF is one of the most revolutionary companies in the mining industry, no question. Rare earth companies have surged, and people have flocked to a few because of backing by the US government, among other positive news. But people still don’t realize the value that is outside of the US. Who cares about tariff rates? There is no EV production without rare earth minerals, and manufacturers will pay whatever the cost is to keep this going....

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