This is actually a really interesting discussion. In my view, it’s not as straightforward as picking the “cleaner” option. With in-situ leaching, you’re dealing with ammonia pollution - or pollution from whichever metal salt you’re using. Some reagents, like sodium salts, are

Snippet from a Malaysian Ministry of Natural Resources document outlining the in-situ leaching business model. While the figures are likely not perfectly accurate, they provide a useful ballpark estimate for ISL capex and opex. Notably, capital intensity per mt of TREO seems to

There it is... $MP even decided to do it themselves.

We’ve been working quietly with Apple for nearly FIVE YEARS to develop the advanced recycling technologies that make this agreement possible. This news, announced on the heels of our historic agreement with the Department of Defense, reflects growing public and private sector

After American made magnets, why not American made titanium for $AAPL?

Everyone likes to talk about their 'special' rare earth recycling flowsheet, and to be fair, it does matter. You need efficient separation, high recoveries, and product purity that meets spec. But that’s only half the story. Just as important (if not more so) is securing

I don't think this reads too well for $SVM.ax

This is the money shot for what it's worth but the whole analysis is worth a read, and the koala has read and followed Tim for over a decade during its personal studying of the scandium market history and potential opportunity It is what it is, and it won't matter right now in

Now consider this…. Over the last 75 years, the West has only built 2 world class rare earth projects: Lynas Mt Weld and MP Materials Mountain Pass mines 10m humanoid robots by 2030 will require 28 new mines of the scale of Mt Weld to be built - so over 5 new rare earth mines

This is a bit of a silly article, or at least a silly headline; investors certainly haven’t “run the other way” from proven rare earth projects in the last few months. The WSJ even includes a stock price chart to undermine their own point! This is their second puff piece on ARR,

Dropped by Durin today to see Ted Feldmann and the team. Incredible progress. Something special is going on in El Segundo.

This is the way…