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Aclara advances its heavy rare earths strategy, integrating Carina mining and Louisiana separation to capture downstream margins. Carina's feasibility study supports an after-tax NPV8 of $1.66B, 26.9% IRR, but $780.9M capex poses significant financing and dilution risks. Project Dynamo and the U.S. separation facility offer margin recapture, with government support and technical milestones as key near-term catalysts.