Rare Earths Americas, Inc. · AMEX:REA
Rare Earths Americas — Investor Presentation (August 2026)
23 slides from Rare Earths Americas's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
66 65 60 59 41 Nd Pr Dy Tb Nb Neodymium Praseodymium Dysprosium Terbium Niobium 144.242 140.908 162.5 158.925 92.906 Investor Presentation August 2026
Slide 2: Disclaimer
Disclaimer This presentation (together with any oral statements made in connection herewith) does not constitute an offer, invitation or Market Data recommendation for the sale or purchase of securities and has been prepared solely for general information purposes, and shall This presentation includ
Slide 3: A Diversified, High Grade and Heavy Rare Earths Portfolio
A Diversified, High Grade and Heavy Rare Earths Portfolio Foothills Rare Earths • Large, emerging rare earths district with the potential to host multiple discoveries and supply current western REE refiners with feedstock USA • Surface samples up to 44% TREO1, 2 Dy Tb Nd Pr • High-grade hard rock wi
Slide 4: Multiple re-rating opportunities across the REA portfolio
Multiple re-rating opportunities across the REA portfolio REA's diverse portfolio of REE assets at various stages of development creates multiple shots on net for value creation across the Lassonde Curve • The Lassonde Curve illustrates how mining projects’ value typically changes as they progress f
Slide 5: Portfolio Overview
Portfolio Overview
Slide 6: Multiple shots & fully funded to a project construction decision
Multiple shots & fully funded to a project construction decision With four high-quality projects and sufficient funding in place, REA is well positioned to advance the development of world-class deposits Definitive Feasibility Initial Exploration & Maiden Resource Initial Assessment + Pre-Feasibilit
Slide 7: Foothills Rare Earths: Emerging rare earths district in Georgia, USA
7 | Confidential Investor Presentation Foothills Rare Earths: Emerging rare earths district in Georgia, USA An emerging greenfield exploration district, spanning over 400,000 acres, with the potential to host multiple rare earths deposits across the area Catalysts: Additional drilling and assay resu
Slide 8: Alpha: Near-term heavy rare earths production opportunity
Alpha: Near-term heavy rare earths production opportunity Advancing a large-scale, near production, ionic clay rare earth project with significant heavy rare earth exposure Alpha Near-term Path to Development Catalyst: SK-1300 Initial Assessment outlining mine production and project economics (capex
Slide 9: Constellation: High-grade resource in premier ionic clay district
Constellation: High-grade resource in premier ionic clay district Constellation benefits from its location within Poços de Caldas, a globally significant undeveloped REE district home to multiple tier-1 development projects Comparable REE Ionic Clay Projects Project Highlights: Rare Earths Meteoric
Slide 10: Homer-A Target: Large REE-Niobium Alkaline-Carbonatite System
Homer-A Target: Large REE-Niobium Alkaline-Carbonatite System Early exploration work has shown a strong foundation for a large REE-Nb discovery, drilling has commenced to delineate its world class potential Catalysts: First drilling and assay results expected to be release in 3Q26 Project Highlights
Slide 11: Choosing the development path of least resistance
Choosing the development path of least resistance Portfolio of REE projects with commercially proven processing methods and clear permitting pathways • Multiple shots on net: Multi-asset portfolio of rare earth projects, whereas other REE developers are mostly single asset companies • Mitigating pro
Slide 12: Market Overview
Market Overview
Slide 13: Not all rare earths are rare: the heavies are
Not all rare earths are rare: the heavies are Current western heavy rare earth production needs to increase by over 15x to meet forecasted U.S. magnet production Illustrative HREE supply required for forecasted US magnet production1,2,3 4,500 Magnet feedstock asumming Avg. HREE Content of 2.5% wt. •
Slide 14: Accelerating demand from electrification and robotics
Accelerating demand from electrification and robotics Heavy rare earths are key inputs for permanent magnets to operate under high temperatures and performance Advanced Air Consumer Robotics Electric Vehicles Clean Energy Mobility & Defense Electronics CAGR (’24-’40)1 24% 11% 17%1,6 8%8 2% • Poised
Slide 15: Global markets need new supplies of heavy rare earths
Global markets need new supplies of heavy rare earths China’s heavy rare earth output has plateaued Myanmar isn’t a secure supply option, but Brazil can be • China lacks heavy rare earth rich resources and is highly reliant on Myanmar for heavy rare • Myanmar supply chain is fragile: ongoing civil w
Slide 16: Magnet rare earths: Accelerating supply deficit
Magnet rare earths: Accelerating supply deficit Vast number of rare earth mines will be required to address projected shortfall, especially for DyTb • By 2040, the forecasted supply gap for DyTb is equivalent to ~116x the annual production of Lynas’ Mt. Weld mine in Australia2,3 • Fragile supply cha
Slide 17: Foothills Rare Earths: Need for new western monazite concentrate feedstock
Foothills Rare Earths: Need for new western monazite concentrate feedstock Positioned to potentially supply western monazite-based rare earths refiners with concentrate • Potential for a phased, low capital, high margin development pathway: Given the Select Western Monazite Feed Requirements1 nature
Slide 18: Appendix
Appendix
Slide 19: Capital Structure
Capital Structure REA is well capitalized with over two years of runway and is backed by experienced mining investors Hancock Prospecting, 6.3% Whitehaven Coal, 8.4% Capital Structure1 Directors and Total Shares Outstanding 19,953,892 Officers, 3.7% Total Warrants* Outstanding 923,781 Other, 48.6% T
Slide 20: Recent Industry Developments
Recent Industry Developments China’s Dual-Use Export Ban • In January 2026, China imposed an export ban on Japan of dual-use goods that can be used for military purposes – rare earths used in magnets and defense applications are likely to be primarily affected; the U.S. Government later unveiled a p
Slide 21: Seasoned Management Team With Deep Industry Expertise
Seasoned Management Team With Deep Industry Expertise Donald Swartz Jennifer Grafton Cheryl Kerr Chief Executive Officer and President COO, General Counsel and Secretary Chief Accounting Officer and Treasurer • Former CEO of American Rare Earths Limited (ASX: • Director of Dakota Gold Corporation (N
Slide 22: Experienced Technical Team With Deep Industry Expertise
Experienced Technical Team With Deep Industry Expertise Kevin G. McCarty Eric Schrimsher Francisco Tomazoni Neto Tommy von Finckenstein Vice President of Exploration Director of Exploration Country Manager – Brazil Director, Business Development • 20+ years of exploration and operations • Exploratio
Slide 23: An experienced and visionary Board
An experienced and visionary Board Dan Shribman Ivy Estabrooke, PhD Reta Jo Lewis Keith D. Phillips Hugo Schumann Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director • Dan is the CEO of Great American • Ivy is an accomplished technology • Re
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