Recent content by John

Yeah...I think the election has held up some discussions......so i'm not expecting much. But the body langauge will be what I will be looking at.

The key question for me regarding Lynas is why are they not selling their NdPr at higher prices? From the latest quarterly: "Our pricing offer reflects the high demand for these products outside China rather than the market index which is based on inside China transactions." But from the...

Hi @multipolargrifter Thanks. I am working on something BIG for REEx at the moment. Lots of analysis........coming very soon. But perhaps after that I will do a dive into AREC

No Canadian project? There seem to be a bunch out there!

https://wcsecure.weblink.com.au/pdf/LYC/02939565.pdf Key things: - LYC has been smashed by China for the last decade. - Price manipulation has made life hard for them. - But are we just seeing the start of the ex-china ndpr market? - At $50 per kg.....that is below the Chinese cost...

I love some of the quotes from the REPM 2023 conference contained in the Physics World article : https://physicsworld.com/a/powering-the-green-economy-the-quest-for-magnets-without-rare-earths/ "People in the magnet community have therefore long been seeking a magnet that sits in the gap...

Are there any more submarines laying on the sea bed they want?

Hi Ben @Lenny36 Email sent. Look forward to talking with you.

Just thought I’d kick off a thread on NioCorp Developments. Their Elk Creek project in Nebraska is mainly known for niobium, scandium, and titanium, but they’ve also flagged rare earths, particularly NdPr, as part of their potential product mix. Seems like they’re working on a phased production...

Hi @rbucket I have created the new mine at: https://forum.rareearthexchanges.com/forums/niocorp-developments-nasdaq-nb.38/ Interested to hear more about them. They seem to have plans to produce about 7000 tpa of NdPr oxide?

Could they merge with someone domestically? Or do you think they should go ahead with Gina's plan to merge MP and Lynas?

We posted an article here regarding Trump's new executive order regarding under sea mining: https://rareearthexchanges.com/news/president-trump-issues-executive-order-to-expand-offshore-critical-minerals-exploration/ In my opinion...why would we go and mine somewhere so difficult. It makes...

@Szalva Here is one for you!

Exactly @DOC The USA only has to look back to the Cold War....to see what happens when you become dependant on your adversary.... Titanium and the SR-71 Blackbird When the U.S. developed the SR-71 Blackbird, they needed massive amounts of titanium — but most of the world’s supply was...

I personally love a good Straight 6 or a V8. But there is alot to be said for the simplicity of EVs. They use less moving parts, which should mean less maintenance. So for the average driver, means lower cost. This report from the IEA give a great snapshot of what is happening: LINK TO IEA...