Recent content by Heat.Beat

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    Evolution Metals & Technologies: Recycling as Rare Earth Supply Chain Strategy, Not Slogan

    They did have that one guy who was a term 1 Trump dep sec or something who may be an inroad to getting all the DOW recycling which would be a score. I threw $1000 at it to keep it on radar
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    Jan 2026 Section 232 Executive Order on Processed Critical Minerals

    All very salient observations above! We have a predominance of officials here in the US who are not familiar with existential war. For 80 years or so, it’s been largely theoretical, stateside… I am reminded of the old board game “Risk”, where you accumulate leverage until you think you can run...
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    NioCorp Prices $100M Equity Raise: Progress – and Pressure

    So far, they seem to be weathering the volatility well…As a complete outsider little guy, it strikes me that this is not CEO Mark Smith’s first rodeo. EXIM should pull the trigger on this one, scandium/aluminum alloy alone is worth the price of admission.
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    Evolution Metals & Technologies: Recycling as Rare Earth Supply Chain Strategy, Not Slogan

    Watched the seminar today, they didn’t nail a whole lot down. 2.5 billion in plans, enterprise value and market cap of 2-3 times that over the last week. Would prefer to use equity stake or debt capital or both to finance US initiatives…. It’s gonna take DOW or something equally substantial to...
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    Environmental Politics Meets Mineral Security

    You can wish for a greener world, you can work for a greener world, you can invest in a greener world but you gotta understand there are entities out there ready to eat your lunch. Sometimes you have to compromise your beatific vision with reality
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    Mine to Magnet, Without Illusions: Lynas and MP Materials Lead the West-But the Heavy Rare Earth Bottleneck Is Still Real

    https://www.accessnewswire.com/newsroom/en/blockchain-and-cryptocurrency/reelement-technologies-and-sagint-mint-worlds-first-utility-token-for-1129591 SAGINT was the outfit I was thinking of
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    Heavy Rare Earth Element Deposits in Europe

    Crackin me up, bro. This Kansan has never been called Chinese before! Australia is pulling its weight, Europe is not. The US is awakening slowly as we usually do unless someone hits us directly in the head.. Believe it or not we’re on the same team, mate!
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    Mine to Magnet, Without Illusions: Lynas and MP Materials Lead the West-But the Heavy Rare Earth Bottleneck Is Still Real

    UUUU seems poised to deliver from the Brooks mine in Wyoming in the foreseeable future. It appears to me that no one entity can solve this, it’s going to take companies who may have once hoped to knock it out of the park in one neat vertical package to become strange bedfellows. Interesting...
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    Mine to Magnet, Without Illusions: Lynas and MP Materials Lead the West-But the Heavy Rare Earth Bottleneck Is Still Real

    IIRC, American resources has a joint venture going with a firm who escapes my recollection to use blockchain technology with some form of marker or taggant to establish provenance- I realize that is secondary to sourcing but it sounds like a solution to that part of the equation..
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    Heavy Rare Earth Element Deposits in Europe

    Our practices are indeed short-sighted, we suffer from 4 year election cycle minor rudder shifts. Suddenly, the cry has gone out that the ship is about to run aground… When all seems to be going well and the people are full of bread and circuses no one cares to hear the cry from the sentry...
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    $1.6 Billion and a 10% Stake: What Washington Is Really Buying With USA Rare Earth

    I’d like to think this is more strategic and in the national interest than, say, SOLYNDRA.
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    ReElement Pushes the U.S. Rare Earth Supply Chain Forward—Commercial Scale Is the Next Test

    Jensen is also CEO of American Resources (AREC on NASDAQ); they have access to huge amounts of coal mine tailings, fly ash, etc. If what they say about the ReElement patent- applied for technology is true ( cost-efficient, scalable and site-deployable) this could be huge with regards to...
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    Rare Earths Pure Play (I apologize)

    Yes, thank you John as well! I have been wending my way thru this opportunity for several months and am sort of starting to get a grasp. Information is the tough part for outsiders like myself, I can watch a large up or down move and have no clue as to what is happening save some lame shallow...
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    Rare Earths Pure Play (I apologize)

    Rare Earth ETF Pure Play Sounds good, right? I know, there are a few out there, but maybe you don’t want to invest anymore in China than you have already by shopping at WalMart or Amazon. So, how about Western Rare Earth ETF, or Non-Brics ETF? Do we stick to profitable companies only? Ok...
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    NioCorp Developments - General Discussion

    Thanks for the insight on the town hall! Not enough green weenies in Nebraska to slow this train it appears.. Niocorp bought FEA materials (LLC in Massachusetts) which had intellectual property and equipment for scandium alloy production. IBC is in Indiana, Mark Smith is CEO, they are listed on...
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