Recent content by Fundamental

400M Dollars what currency USD, NAD, AUD......? 12,000t of what NdPrO, TREO, MREC, Cons, Monazite ?

Hi John, you may want to also include Pensana's Longonjo mine in your HREE Database update, As of their 27Nove ANS they are going to modify their already in-construction processing plant to recover 130tpa DyO and 30tpa TbO.

And sitting at the center of that economic development is the Lobito railway. Not mentioned in many press releases was Angola's President Jose Lourenco's presence and pivotal role in the Washington meeting. And totally overlooked is the Longonjo rare earth project which sits just 4km from that...

Reminiscent of the situation that the UK now faces, A Government that talks and dreams about what is needed but are too scared of upsetting any faction of the Electorate by actually committing themselves to any meaningful action.

https://pocosja.com.br/outras-categorias/meio-ambiente/2025/11/25/mpf-recomenda-suspensao-urgente-de-licenca-para-mineracao-de-terras-raras-em-pocos-de-caldas/ https://www.chosun.com/english/world-en/2025/11/24/IJEU47WU3NBLRKCH3YRIF7EN6U/ IMO, Brazil being a founding member of BRICS has always...

Methinks the Chinese have grossly underestimated the Wests capability to Innovate and Industrialise when pushed.

Brought to you by the people who gave Peak to the Chinese!

North Stanmore has a Yttrium head grade of 200ppm, but Longonjo's 'Y' head grade as a 'by-product' is double that.

Way too simplistic analysis, it fails to recognise that the use of Rare Earths has become entrenched in almost every aspect of World consumption and that RE Magnets underpin almost every Industrial product produced. The immediate value of RE's may well be measured in Billions$, but the upstream...

Heavy Rare Earths are the thorn in the USA's plans to become self-sufficient; 200MT is not going to even scratch demand. While Pea Ridge may be able to help fill the gap, it is going to need a Tier one deposit to sustain future needs. Eagerly awaiting the initial results from Coola!

That man needs to read a lot more than the immediate news before he analyses the future situation. Xi has already stated that the reprieve is only temporary and that China will require all of its own internal capacity + more from 2028 on. Anybody who thinks that there is currently a truce, only...

When Sector wide trends (destruction of MCap) are apparent, people really need to expand their horizons when looking for the cause. Getting fixated on Company specific events is becoming a distraction from the main event. Now that we finally recognise that Rare Earth magnets are a necessity to...

A most welcome start to bench-marking Western RE activity as it goes someway to remove China's ability to bias, skewer and potential manipulate seen with the Van Eck REMX.

We can't expect the Regulators to get off their backsides and actually do anything unless they are forced too. ASIC is beheld to the Brokers who run the ASX. I thought High Frequency trading by Algo's to manipulate the course of sales had been banned, apparently not. China thru its proxies have...

The use of words such as Accelerate and Advance suggest to me that the US is trying to Expedite the process ?