CEO Letter to Aclara Shareholders: 2025 Accomplishments and 2026 Outlook

About this update from Aclara Resources, Inc.

[{"type":"text","content":"CEO Letter to Aclara Shareholders: 2025 Accomplishments and 2026 OutlookTORONTO, ON / ACCESS Newswire / December 31, 2025 / Aclara Resources Inc. (\"Aclara\" or the \"Company\") (TSX:ARA) is pleased to announce the release of a letter to its shareholders from the Company's Chief Executive Officer, Ramón Barúa.\"Dear Shareholders,As we conclude 2025, Aclara reflects a year that represented far more than incremental progress. It marked the validation of a long-term strategy: to establish a resilient, transparent, and responsible heavy rare earth supply chain outside China, anchored by ionic clay deposits and fully integrated from mine to magnet.This strategic validation occurred against a market backdrop that became materially clearer-and more urgent-over the course of the year. In 2025, the risk of disruption in the supply of rare earths moved from abstraction to reality. Export restrictions and licensing controls on heavy rare earths, their compounds, and high-performance magnets containing these elements highlighted how concentrated global supply remains, and how rapidly that concentration can translate into real constraints for industries worth trillions of dollars, including electric vehicles, wind turbines, advanced manufacturing, and other emerging technologies. For industries dependent on dysprosium and terbium, the consequences of limited access became immediate and tangible.At the same time, demand drivers broadened and intensified. Beyond electric vehicles and renewable energy infrastructure, the rapid emergence of robotics, automation, and artificial intelligence as strategic growth sectors reinforced the long-term, structural need for a secure and scalable heavy rare earth supply. These applications are foundational to future industrial competitiveness, and they depend disproportionately on precisely those elements for which supply outside of China remains most constrained.Pricing dynamics further reinforced this reality. During the year, non-Chinese heavy rare earth supplies commanded significant premiums-in some cases more than ten times published Chinese prices-reflecting a clear willingness by customers to pay for security, transparency, and jurisdictional reliability. Government-backed contracts establishing minimum prices well above historical benchmarks, together with a growing policy consensus-partic...

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