Our research report on: "Australian Rare Earth Producers & Advanced Projects" is available for download from the #IMARC website Mining and Resources #REE #MREO #rareearths #Neodymium #Praseodymium #Dysprosium #Terbium imarcglobal.com/news/documents…

Current ASX-Listed Rare Earth Producers and Explorers as at 1-Aug-2022. The big changes since 2018: $ILU now in production with monazite/xenotime refinery in construction $HAS, $ARU, $ASM advancing though BFS, offtake agreements and financing to FID.

ASX #ree universe

Since 2017 the pricing dynamics for separated rare earths shifted substantially to favor magnet materials (here shown in orange). The big four #Nd #Pr #Dy #Tb now dominate in price momentum. #Gd leads, being another heavy rare earth.

Global rare earth production volumes underwent a step change in growth rate after 2017 when electric vehicles began to significantly tighten the magnet materials market. #REE are 17 metals but about 90% by value goes to magnets for motors and generators. #EV #WT #EnergyTransition

Read more here... with link to our latest report. #rareearth livewiremarkets.com/wires/what-the…

We just updated our 7 stock ASX-listed #EVMetals portfolio performance. The stocks in orange are the seven selected as the more profitable large-cap firms from a larger universe of 50. For detail see #Livewire livewiremarkets.com/wires/introduc… #lithium #nickel #cobalt #manganese #rareearth

Here is our ASX-listed #EVmetal universe of liquid firms capped at greater than $200M AUD. See #Livewire for details and our regular free PDF report. livewiremarkets.com/wires/introduc… #lithium #nickel #cobalt #manganese #rareearth

Here is our latest ASX-listed #EVmetal screen with pricing data as at close of market 4-Nov-22. Note that our original #MagnificentSeven did not have #graphite (not a metal). Who cares? It is anode material. livewiremarkets.com/wires/introduc… #lithium #nickel #cobalt #manganese #rareearth

Link to the #GraphiteKid report... livewiremarkets.com/rails/active_s…

To me the huge difference between the crypto market meltdown and the mortgage meltdown of 2008 -- besides all the other big differences -- is that people actually needed housing bloomberg.com/account/newsle…

Cue #JohnRayCubed in biohazard suit burbling dank air through a hollow reed in the ruffled turd scape of a Bahamanian hot tub... "I think I found another asset... Wait, a receivable from Genesis! No... oops, broke..." #SBF #FTX #cryptocurrecy

"Not positioning for an imminent recession with that kind of Non-Farm Payroll data" says Kingsley Jones of Jevons Global Also, his take on #Fed rate hikes. Will Koulouris

I just can't believe this story attributed to highly respected Nature science correspondent @philipcball linkedin.com/pulse/peculiar…

Apparently there is some truth to the rumor that #moondust might be used to block out the sun. However, we don't think this has anything to do with Madonna or @philipcball. Those rumors are untrue.

freethink.com/energy/sun-shi…

popularmechanics.com/space/moon-mar…

Why I like the good Carbon (Graphite) bit.ly/3K6AGGt

Buying opportunities in critical minerals stocks bit.ly/3T37ORy

Buying opportunities in critical minerals stocks bit.ly/3T37ORy