Europe’s Rare Earth Reboot Begins-But Scale Still Decides the Outcome

[DOC]

Germany opens rare earth magnet recycling plant using HPMS technology, reducing China reliance—but scale limits remain. HyProMag facility analysis. (read full article...)

 

[Aruncph]

MKA is a mine development (Deposit in Malawi with REE plant coming in Poland) - so ofcourse , if you look entire sector of development oriented minerals company , they all pre revenue. You have USAR (US Rare earth a 4billion USD company which is also kind of prerevenue. You cant be doing analysis like you evaluate a main street company. This is a different world. Here, you explore, develop, do PEA, PFS, prove there is business case, then a bank or major gives the money for construction, then you mine.... On Magnito, its part owned by Cotec Technologies CTH TSXV listed. Real upmove for both will come when their Hypromag is listed in NASDAQ in 2027. Main thing for Hypromag here & now is validation by siemens. Thats the best catalyst

 

[soda47]

Thank you for the article on Hypromag. A very interesting read. I agree that even at full capacity, this plant supplies a sliver of demand. But it’s a valuable contributor - mining in the west is also supplying a sliver of demand and is likely to take years to make a meaningful difference! Mining to magnets is also a very long, CO2 producing and complex process. Unlike Hypromag which is a very simple process and incredibly cost effective and environmentally friendly. The main footprint for Hypromag is due to be in the US with 3 initial plants planned and eventually could scale to 7 - 10 plants. And plants considered for Canada, Japan amongst others.