The Real China Exposure in Rare Earths Isn’t Where Most Investors Think

[DOC]

China's rare earth dominance in ion-adsorption clay deposits stems from operational know-how, not chemistry—a structural advantage capital can't easily replicate. (read full article...)

 

[Walshmon]

Spoken like a veteran operator!

Dovetailing off of your key points with respect to operational expertise, know-how and ESG-compliant processes, how do these factors apply to the US build-out of RE metallization by magnet makers and others?

The legacy electrolysis method is extremely caustic, expensive, and slow---how will US magnet makers even get this process stream permitted, let alone absorb the enormous capital costs & high operating costs into their overall cost structure? Has the US RE industry addressed these issues?

Thanks, John