Recent content by Walshmon

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

    There is a U.S. midstream company that can use the Sm to make a SmCo alloy powder for magnet makers.
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    The Real China Exposure in Rare Earths Isn’t Where Most Investors Think

    Spoken like a veteran operator! Dovetailing off of your key points with respect to operational expertise, know-how and ESG-compliant processes, how do these factors apply to the US build-out of RE metallization by magnet makers and others? The legacy electrolysis method is extremely caustic...
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    Rare Earth Processor Ranking Discussion

    John - thanks for this list & great work! Like a number of industries, public (& private) company "hype" is commonplace and requires some time to sort through and decipher. I have tried to follow the First-of-a-Kind (FOAK) technology validation process on the TRL scale. If it is assumed that...
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    Rare Earth Processor Ranking Discussion

    Great summary and accurate IMHO. From an investment standpoint, there are few large liquid names for institutional asset managers to own. With the western REE industry in the early innings, there will be multiple big winners and some losers based on the future ebbs & flows of technology...
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