Western rare earth metallization capacity emerges fragmented, not integrated. China still dominates the critical midstream gap.
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Please post an assessment of where this necessary HREE supply (dysprosium, terbium, etc.) can come from in the next two years for the developing US mag manufacturing capacity...
1) Will HREE recycling (Printed Circuit Boards / e-Waste, NdFeB Magnets. SaCo Magnets, Batteries, Florescent bulbs, etc) be able to provide a meaningful supply?
2) Will industrial waste (Red Mud, Fly Ash, Acid Mine Drainage, Fracking Streams, etc) be able to provide a meaningful supply?
3) What North American projects are poised to supply HREEs in next 2-4 years? AMRRY Halleck Creek? USCMF Sheep Creek? USAR Round Top? REEMF Bear Lodge? GOMRF Montviel? CRML Tanbreeze?
4) Worldwide ... Mount Weld (Lynas), Mountain Pass (MP), Nolans (Arafura), Kvanefjeld (GM), Gakara (Rainbow), Dong Pao (Vietnam), Weld Range (Iluka) ???
Thanks.
