HREE (Heavy Rare Earth Element) Ranking Discussion

[John]

We are pleased to announce the REEx HREE Project/Deposit Rankings!

https://rareearthexchanges.com/hree-projects-database/

This was a massive undertaking. Data is very hard to source. And most ex-China companies are only early stage making it difficult to perform our analysis. And for China/Myanmar projects we have had to use some alternative sources of information and backward calculate. But it does give a good idea of where the west sits in HREE....which is nowhere. The West is soooooooo far behind.

And our winner? The Myanmar Rebels.

It is also interesting how dependant China is on Myanmar supply. And this explains why China quietly did the deal in early 2025 with the Myanmar Rebels. Maybe the CIA should be focusing it's efforts into the region to divert this supply to the west? Just sayin...

BTW - if you are one of the Myanmar Rebels, please make contact with us. Have we got a deal for you!

As stated above, due to the difficultly with the data, these rankings should be considered a starting point. We found with the Light Rare Earth Element (LREE) rankings, people started sending us updated information. So we encourage you to email me at john@rareearthexchanges.com with any info/data or insights.

And if you are General Htang Gam Shawng of the Kachin Independence Organization (KIO), please email me, I reckon I can get you a better deal for your HREE supply...

Please ask some questions below

 

[Fundamental]

We are pleased to announce the REEx HREE Project/Deposit Rankings!

https://rareearthexchanges.com/hree-projects-database/

This was a massive undertaking. Data is very hard to source. And most ex-China companies are only early stage making it difficult to perform our analysis. And for China/Myanmar projects we have had to use some alternative sources of information and backward calculate. But it does give a good idea of where the west sits in HREE....which is nowhere. The West is soooooooo far behind.

And our winner? The Myanmar Rebels.

It is also interesting how dependant China is on Myanmar supply. And this explains why China quietly did the deal in early 2025 with the Myanmar Rebels. Maybe the CIA should be focusing it's efforts into the region to divert this supply to the west? Just sayin...

BTW - if you are one of the Myanmar Rebels, please make contact with us. Have we got a deal for you!

As stated above, due to the difficultly with the data, these rankings should be considered a starting point. We found with the Light Rare Earth Element (LREE) rankings, people started sending us updated information. So we encourage you to email me at john@rareearthexchanges.com with any info/data or insights.

And if you are General Htang Gam Shawng of the Kachin Independence Organization (KIO), please email me, I reckon I can get you a better deal for your HREE supply...

Please ask some questions below

The only problem with a Western company dealing with the Myanmar freedom fighters, is that there is no possible way that a Western company could extract the Rare Earths and be ESG Complient. Which makes a mockery of Chinese End User certification.

 

[John]

True @Fundamental but it could be fixed over time.

But....would China ever allow the west to establish those relations so close to its borders. Could be another Taiwan situation...

 

[John]

FYI - THere will be an update this week. I have been made aware of a small mistake with Iconic's recovery rates that were assumed, and turned out to be too optimistic. And it will probably drop to about 9th. Thanks to the Forum member who pointed it out.

Anyone got any other questions?

 

[Dangles]

Congrats on the new site John! Curious if you might be able to add the two Brazilian projects from Viridis Mining and Minerals Limited (ASX:VMM) and Meteoric Resources NL (ASX:MEI) to your tables?