Recent content by John

I'm surprised no one is commenting on this...this is massive. China is just always playing "within" the agreement/rule, but def not within the spirit of the agreement/rule. Maybe this is why MP Materials SP has been going up...insiders maybe know tht Trump is about to splash the cash...and MP...

LINK TO ARTICLE - MUST READ!!! This is China holding the world ransom..... Trump has to act now. $100 billion plus invested now....

Hey...so i was thinking about what the west ca do etc....to create this ex-China market, but it is actually really important to see what China will do in retailiation and what their long term plan is. The West's Plan: USA's October 2025 critical minerals review will formalize a...

The Aust Govt would likely take about 500-1000 tpa. See some analysis on the size of the stockpile they need here: https://forum.rareearthexchanges.com/threads/price-discovery-not-distortion-rethinking-strategic-stockpiles.599/

@ashentegra Have a look at what China had to do to establish their RE supply chains...and then look at what we need to do...and the parallels. It is crazy. I did a post here: https://forum.rareearthexchanges.com/threads/detailed-timeline-chinas-rare-earth-restrictions-and-strategic-moves.16/...

I think your idea of building up the strategic reserve and then putting a portion of it on the market each year makes sense. But how does Govt build its stockpile if it is selling in year 2 (and it is not concurrently buying)? Would it not be better, that they buy a modest amount each year? That...

Interesting @Mumbles2025 So i think there is going to be lots of discussion about this....but when I ran some quick numbers, I saw that just for national security, the number is like what you say, about 10,000 tonnes (REE oxide). And that means they buy and don't sell the product. It is...

So i missed the transcript from the quarterly.... And I have to run to a meeting....so I used CHatGPT to distill it...here are the key takeaways: During the Q3 FY2025 earnings call, Lynas CEO Amanda Lacaze made several significant comments that show how the rare earth market, particularly for...

This was an issue we had doing the rankings. And why we decided to look at the RE oxide contained in the deposit (and used the Ore reserve (conservative and proven) rather than the larger Inferred and Indicated (resources that may never be mined)). Have you sent the USGS an email...

Hi @ashentegra Good to see you here on REEx. Yeah NTU is on my short list. I'm amazed on HC how the trolls just attack any slightly positive comment on NTU. There is a particular poster who appears to have been hiding their true identity. Some expert that seems to be working to a paid...

I note they have Nick Curtis (i'm going to say founder of Lynas) on their board too. I have been trying to reach out to him, but have not heard back yet. Is the Iluka processing a done deal?

Hey @Fundamental and @Mumbles2025 Have you guys done much research on NTU?

Yeah that Belt and Road policy was always going to end badly! I can't believe that the Victorian Labor Govt was trying to get some of this Belt and Road in their State of Australia. I'm glad the federal Govt used their powers to squash that. That is how Daniel Andrews (the Premier) got his...

Hi @Mumbles2025 You are 100% correct. Rare earth trading is a "black box" industry. Even when dealing with ex-china supplier to ex-china customer. There are a bunch of groups/indivuals who make a fortune out of brokering these deals. And they are incentivised to keep it all hush hush. But we...

@Fundamental I remember those visits during the Biden era. But i never looked carefully. And I missed Pensana! I do though remember at the time, the reason for the USA building the Angola relations, was to stop/slow China building the relationships with Angola and getting access to all its...