New Updated Rankings!

2 Questions: Where do I find Arnold Magnetic (CODI)? I can't find it listed anywhere.
Also, is there a REEX ETF and if so what exchange is it on? Thanks
 
Vin said:
2 Questions: Where do I find Arnold Magnetic (CODI)? I can't find it listed anywhere.
Also, is there a REEX ETF and if so what exchange is it on? Thanks
Click to expand...
Hi @Vin

CODI is in our magnet rankings:
https://rareearthexchanges.com/reex-insights/rankings/magnets/

The REEx ETF is curently just a theorethical execrcise, based on our rankings and other public data that we distill. We have been talking to banks...so watch this space.
https://rareearthexchanges.com/reex-insights/reex-etf/
 
Just saw the updated processor rankings and "theoretical" REEx ETF:
* Compared to earlier draft in August, "Technology Type" now a score instead of being more explicit. I did brief cross referencing to suggest that SX gets a 7, whereas using IX gets an 8. Could you add this Tech type scoring (i.e. code?) system in comments below rank table?
* Ditto the "Element Separation Capability Score". Understanding that "processing capability" might refer to yield, purity, or capacity, or ?.
* For the REEx ETF, was pleased to see "Processor" market segment taking large, 29% of your planned ETF. Could that be further broken down into: 1. operating plant sites able to purify REEs versus 2. chemical equipment/technology companies who market their products to downstream mines or REE waste recyclers?
 
Les Confer said:
Just saw the updated processor rankings and "theoretical" REEx ETF:
* Compared to earlier draft in August, "Technology Type" now a score instead of being more explicit. I did brief cross referencing to suggest that SX gets a 7, whereas using IX gets an 8. Could you add this Tech type scoring (i.e. code?) system in comments below rank table?
* Ditto the "Element Separation Capability Score". Understanding that "processing capability" might refer to yield, purity, or capacity, or ?.
* For the REEx ETF, was pleased to see "Processor" market segment taking large, 29% of your planned ETF. Could that be further broken down into: 1. operating plant sites able to purify REEs versus 2. chemical equipment/technology companies who market their products to downstream mines or REE waste recyclers?
Click to expand...
Hi @Les Confer

Yeah we made some changes in what we show. From my discussion with technical experts....solvant is the only method that has worked truely at scale. The rest are really experimental. And they may work. Just not yeet proven at scale.

Again...for Element Seperation Capability score.....very few in the west doing LREE at scale to oxide. And no one doing HREE at scale in the west.

Yeah the reagents/chemcials/equitpment is something we need to look further into. Again...there are not many that are Ex-China. And along with processing...is a choke point that people really are not looking at. If china wanted to they could stop shipping REE and the chemcials used to process them.
 
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