So in our interview with ARU CEO, he really rammed home why Ore to Oxide is so important.
And this report really backs this up:
https://bipartisanpolicy.org/downlo...BPC_The-Missing-Midstream-Report_May-2024.pdf
Here is a quote from the report:
"Processing is the missing middle of the U.S. critical mineral supply chain. Without domestic midstream capacity, even new mining projects risk becoming captive to foreign refiners—largely in China."
Put into conext for Arafura - the value isn’t in just digging ore—it’s in owning the midstream. Whoever controls processing controls the market. Arafura is one of the few ex-China projects positioned to capture that premium, producing NdPr all the way to oxide and bypassing the biggest supply chain choke point.
It is def worth watching the interview again in full, because this Ore to Oxide point is made over and over again. And it is why you cannot compare companies that are only producing an NdPr Concentrate or Cabonate.
Here is a link to the video:
And this report really backs this up:
https://bipartisanpolicy.org/downlo...BPC_The-Missing-Midstream-Report_May-2024.pdf
Here is a quote from the report:
"Processing is the missing middle of the U.S. critical mineral supply chain. Without domestic midstream capacity, even new mining projects risk becoming captive to foreign refiners—largely in China."
Put into conext for Arafura - the value isn’t in just digging ore—it’s in owning the midstream. Whoever controls processing controls the market. Arafura is one of the few ex-China projects positioned to capture that premium, producing NdPr all the way to oxide and bypassing the biggest supply chain choke point.
It is def worth watching the interview again in full, because this Ore to Oxide point is made over and over again. And it is why you cannot compare companies that are only producing an NdPr Concentrate or Cabonate.
Here is a link to the video: