chemXplore tracks 1 project targeting dysprosium, of which one is active.
1 expansion.
Owners and developers: Solvay SA (1)
Investors: Solvay SA (1)
Q2 organic sales -7.4%, EBITDA margin 18.1%; H1 FCF €15m and net debt €1.8bn; full‑year EBITDA guidance €770–850m and FCF ≥€200m; La Rochelle rare‑earth expansion €15–20m.
LOI aims to deliver Brazilian rare-earth feedstock to a French separation plant by 2028, supporting magnet-grade Nd/Pr/Dy/Tb supply and industrial Dy/Tb separation by Sep 2026.
Exploration added volume and confidence; reserves ~0.9 Gt. Resources grew mainly at Malmberget; Per Geijer hosts 2.2 Mt REO in situ and phosphorus. EU strategic status granted.
