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Non-Tech : The Brazil Board

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To: elmatador who wrote (2502)	10/25/2025 7:41:31 AM
From: nicewatch	of 2504

Easier said than done because it involves much more than just REE. As I'm sure you know most REE, also like lithium and other useful metals and minerals aren't that rare in Earth's crust. But not all deposits are economic to mine at current prices and wouldn't be even at much higher prices due to their geology and lack of efficient methods to extract. In many ways it's the processing and refinement of those ores where the real value add currently is. The latter, imo, is where the western + non-Chinese allied world needs to focus to get off the Chinese supply train. The USA has enough allied countries with economic deposits to support those. Generally don't like the government taking stakes in these little REE and other metal turd stocks as endorsement of their projects, not all of which seem economic imo. Government shouldn't be explicitly picking winners and losers even if it sometimes implicitly does. Reviving an abundant strategic metals and minerals reserve program makes more sense to me as we had before and let lapse this century.

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