Financing the “Mine-to-Magnet” Value Chain

Explore how capital can be deployed more effectively across extraction, refining, separation, alloy production, and magnet manufacturing.

Discussion will focus on closing funding gaps across the midstream and downstream sectors, reducing project risk, and aligning public and private investment to support long-term supply chain resilience. Panelists will examine evolving financing models, strategic partnerships, government incentives, and opportunities for vertical integration that can help scale North America’s critical minerals and rare earth magnet industries.

Key Discussion Themes

●      Financing challenges across the mine-to-magnet value chain

●      Closing gaps across extraction, processing, and manufacturing

●      Unlocking capital for processing, refining, and magnet manufacturing

●      Public-private partnerships and government-backed funding programs

●      De-risking early-stage and first-of-a-kind projects

●      Vertical integration vs. specialized supply chain models

●      Building domestic capacity for rare earths and permanent magnets

●      Investment opportunities in midstream infrastructure and advanced processing

●      Aligning OEM demand, industrial policy, and long-term capital deployment