SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Brazil Board
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: carranza2 who wrote (2500)10/11/2025 1:10:07 PM
From: nicewatch  Read Replies (1) of 2504
 
You are generally right although course correction is still many years away on a most optimistic outlook. A few of the REE are somewhat rare in known deposits but most aren't. It's the refining of them as you mentioned which is generally a nasty business. Among the non-rare REE deposits, some are not economic to mine at almost any price no matter how rich the ore body sounds. But many are if prices were 4-6x+ higher. However nearby refining capacity will be key. This is where government assistance helps if the west is serious about making it strategic. What Trump has done so far is barely stage one, or first inning of a baseball game in that effort, imo.

Read years ago about a university study of extracting REE from gypsum which is fairly common globally but it was small scale if I remember correctly, and unsure ever tested to be economic. As you know most of China's REE production comes from their massive coal mines in northern China and Inner Mongolia processing coal ash which is nasty stuff.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News