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Ionic Rare Earths Limited (ASX: IXR) is an Australian-domiciled rare-earths developer with two linked businesses rather than one mine: the Makuutu ionic-adsorption-clay project in Uganda (majority-owned via Rwenzori Rare Metals Ltd), which produces Mixed Rare Earth Carbonate from simple open-pit, heap-desorption processing; and Ionic Technologies, a magnet-recycling and separation demonstration plant in Belfast, Northern Ireland, that recovers individually separated, high-purity rare-earth oxides from end-of-life magnets and manufacturing scrap.
This company sits on the supply side for 4 of its 4 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a producer, policy pressure across its produced materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.