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Old 07-01-2015, 12:43 PM
Sparty Sparty is offline
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Join Date: Mar 2009
Posts: 1,765
Default Ex-China

It is likely that several ASX and TSX listed companies can fill the supply gap of the "critical" REEs.

I have looked at the ASX listed companies with the magnetic and critical REEs in depth over the last 5 years. In particular ASX: GGG, ASX: ALK and ASX: HAS seem to be well placed. Tellurium however is quite rare and I would be grateful for a reference to companies that have a viable resource.

However having a resource and being able to process it into the individual elements may be beyond Australia and Canada and this seems to be why Japan and China are in the box seat when it comes to off-take agreements at least with the ASX listed companies.

I would be grateful for more information if you would like to post it.

(Is a decarbonized economy an "electron economy"? )

 

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