TSX:NEOChemicals
Is Neo Performance Materials' (TSX:NEO) Closed-Loop Rare Earth Plan Deepening Its OEM Moat?
In March 2026, Neo Performance Materials and Cyclic Materials signed a non-binding memorandum of understanding to create a circular, traceable rare earth magnet supply chain, enabling recycling of magnet scrap and end-of-life materials into Neo’s European alloy and magnet production in line with EU Critical Raw Materials Act goals.
An important angle is the planned closed-loop, trans-Atlantic system that could tighten Neo’s link to OEMs and Tier‑1s seeking verified, sustainable rare earth...