Comments on this forum should never be taken as investment advice.
|
![]() |
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
![]()
# Fact Check: Global Rare Earth Processing Companies
## Confirmed Accurate Information ### Lynas Rare Earths (ASX: LYC) - ✓ Largest producer outside China - ✓ Mt Weld mine location - ✓ Malaysia processing facility - ✓ Kalgoorlie facility under construction - ✓ Department of Defense contract for Texas facility Note: The production capacity numbers need updating: - Current capacity is closer to 9,000 tonnes per annum of total rare earth oxides (TREO) - NdPr production is approximately 3,500-4,000 tonnes per annum - Expansion targets have been revised multiple times ### Australian Strategic Materials (ASX: ASM) - ✓ Dubbo Project location correct - ✓ Korean Metals Plant exists - ✓ Metallisation process is proprietary Additional context: The Dubbo project is not yet operational, still in development phase. ### Iluka Resources (ASX: ILU) - ✓ $1.25B loan facility from Australian government is correct - ✓ Eneabba project details accurate - ✓ Production timeline and capacity numbers are accurate as of latest announcements ### MP Materials (NYSE: MP) - ✓ Mountain Pass location and status correct - ✓ Only active US mining operation accurate - Additional context: Currently ships concentrated product to China for processing ### Neo Performance Materials (TSX: NEO) - ✓ Estonia facility information correct - ✓ Operations in China and Thailand confirmed - ✓ Product portfolio accurate ## Information Requiring Updates or Corrections ### USA Rare Earth - Round Top project status needs updating - Recent financial and development challenges - Timeline for magnet manufacturing unclear ### Market Share Distribution Current more accurate breakdown: - China: ~85-87% of processing - Lynas: ~8-10% - Others: ~3-5% ### Processing Technologies Additional emerging technologies should include: - Bio-leaching - Membrane separation - Advanced recycling methods - Green chemistry processes ## Missing Important Information ### Additional Significant Players 1. Pensana (LSE: PRE) - Developing processing facility in UK - Angola mining operation planned 2. Rare Element Resources (REEMF) - Wyoming-based project - Department of Energy support 3. Ucore Rare Metals (UCU.V) - RapidSX™ technology development - Alaska Strategic Metals Complex planned ### Critical Updates on Environmental Processing Recent developments in: - Carbon-neutral processing initiatives - Hydrogen-based reduction methods - Zero-liquid discharge systems - Rare earth recycling technologies ## Additional Context Needed ### Processing Capacity Timeline - Most non-Chinese facilities still in development - Significant lag between announced and operational capacity - Heavy dependence on government support ### Technical Challenges - Separation efficiency - Energy consumption - Environmental compliance - Cost competitiveness ## Recommendations for Monitoring 1. Track actual production vs. announced capacity 2. Monitor environmental permit progress 3. Watch government funding and support programs 4. Follow technology development milestones 5. Observe China's export policies and quotas ## Data Reliability Note Many companies are in development phases, and capacity numbers should be treated as targets rather than current capabilities. Verification through quarterly reports and regulatory filings is recommended. Please fact check the above % as it is a rapidly changing field.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. |
![]() |
Thread Tools | |
Display Modes | |
|
|