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Harena Rare Earths Plc
HREE · AIMX · Other Industrial Metals & Mining · United Kingdom
Harena Rare Earths Plc is a London Stock Exchange-listed natural resources company specializing in the development of rare earth elements, particularly critical magnet metals like neodymium-praseodymium (NdPr) and dysprosium-terbium (DyTb). The company focuses on its 100% owned Ampasindava Ionic Clay Rare Earths Project in Madagascar, one of the most significant deposits of this type outside China, featuring a JORC-compliant mineral resource of 699 million tonnes at 868 ppm Total Rare Earth Oxides (TREO), containing 606 kilotons of TREO. Harena aims to mine and process ionic clay material to produce Mixed Rare Earth Carbonate or Concentrate, supplying supply chains for renewable energy production—such as wind turbines and electric vehicles—and defense industry manufacturing. The project employs an environmentally responsible heap leach process with low-impact operations, minimal surface disturbance, full rehabilitation, and no radioactive materials, prioritizing local community investment. Led by Executive Chairman Ivan Murphy and a team with extensive mining and finance expertise, Harena advances toward proof-of-concept and feasibility stages in the basic materials sector.
Industry
Other Industrial Metals & Mining
Basic Materials sector · United Kingdom
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This company does not currently pay dividends.
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Supply Chain
Lithium Supply Chain
The lithium supply chain is shaped by three structural constraints that most commodity systems do not face simultaneously: extraction methods diverge so fundamentally that brine evaporation and hard-rock mining produce different timelines, geographies, and cost structures from the same element; chemical refining is concentrated in China regardless of where lithium is mined; and demand grows on EV product cycles while new mine development takes five to seven years, creating a timing mismatch the system cannot resolve through price alone.
Rare Earth Elements Supply Chain
The rare earth supply chain is governed by three structural constraints that most industries never encounter: rare earth elements occur together in ore and cannot be mined individually, separation requires toxic acid-based processes that produce radioactive waste, and China controls roughly sixty percent of mining and ninety percent of processing capacity worldwide.
Copper Supply Chain
The copper supply chain is shaped by three structural constraints that compound over time: ore grades are declining, forcing more energy and processing per ton of output; smelting and refining capacity is concentrated in China, which processes roughly forty percent of global copper; and new mines take ten to fifteen years from discovery to production, meaning supply cannot respond to demand on any timeline shorter than a decade.