Recent content by Fundamental

  1. Fundamental

    China’s Rare Earth Leverage: Power, Precision, and the Risk of Overreach

    As with most Macro Strategies, there is eventually an unseen cost, when reality catches up to your initial plans. China went on a State subsidised 'building campaign' for over a decade, only to find they have overshot and now have an apartment and retail outlet glut that necessitates a severe...
  2. Fundamental

    U.S. Signals Allied Price Coordination to Counter China’s Grip on Rare Earth Processing

    An excellent synopsis of the past state of play. It is a great pity that it has taken so long for Western Governments to wake up before starting to address the problem.
  3. Fundamental

    ReElement Technologies Accelerates U.S. Rare Earth and Critical Mineral Refining Momentum

    The imbedded link: https://rareearthexchanges.com/news/critical-mineral-refining/ Raises much speculation: Where will ReE-Tech build such a refinery? Logically it would be near to a mine, So South Africa, Namibia, Malawi and Angola are currently the Prime candidates. However, Namibia's Lofdal...
  4. Fundamental

    DOE’s Quiet Rewire: What a Bureaucratic Realignment Really Signals for Rare Earths

    Great analysis again Doc, You correctly point out that there was 'No' mention of Price floors, up down or otherwise. IMO, that Reuters article was downright irresponsible in suggesting that floor prices had been abandoned, as it instigated a stamped that wiped Billions of the global RE markets.
  5. Fundamental

    $1.6 Billion and a 10% Stake: What Washington Is Really Buying With USA Rare Earth

    This has a distinct odor to it; check out the Ownership and BOD chain over the last five years,
  6. Fundamental

    You did not say which Government ?

    You did not say which Government ?
  7. Fundamental

    NEWS Indonesia’s Manganese Hides a Rare Earth Signal-But Processing Still Decides the Game

    The biggest "Red Flag" with any announcement is the presence of exalted adjectives and an absence of metrics. With an IN-significant sample size of 3 and no other data presented this study rings alarm bells and is a total waste of space.
  8. Fundamental

    NEWS REEx Message: How Market Manipulation Is Undercutting Western Rare Earth Independence

    I think it would be very enlightening to know just who placed those shorts, ASIC might have exposed the servant, but who was the Client ?
  9. Fundamental

    NEWS REEx Message: How Market Manipulation Is Undercutting Western Rare Earth Independence

    I have been saying this all year, China is using our very own markets to stifle development, High frequency trading, short selling and manipulation of the Indexes such as the REMX are minimal cost interventions that can drive multiple effects. Yet if anybody tries to stop these anti-market...
  10. Fundamental

    NEWS Nigeria’s Rare Earth Breakthrough: Will Refinery Anchor a New African Supply Chain?

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

    HREE (Heavy Rare Earth Element) Ranking Discussion

    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.
  12. Fundamental

    NEWS Trump-Brokered Peace Deal Opens Central Africa’s Rare Earths to U.S. Firms

    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...
  13. Fundamental

    NEWS Jake Klein Blasts Australia’s Rare Earths Blind Spot

    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.
  14. Fundamental

    The West may have just lost a major new supply route!

    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...
  15. Fundamental

    NEWS America’s New HREE Breakthrough: Smart Hydrogels Take Aim at China’s Strongest Chokehold

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