Discover and read the best of Twitter Threads about #RareEarths
Most recents (14)
1/ Energy Fuels $UUUU closed the sale of Alta Mesa today for $120M ($60M cash + $60M conv. note). We now believe our current #uranium & #RareEarths plans are fully-funded thru 2024, including Energy Fuels' investing in 4 mines to boost uranium production.
prnewswire.com/news-releases/…
prnewswire.com/news-releases/…
2/ You may have missed it, but $UUUU also resumed #uranium production in Q4-2022. 162,000 lbs. of U3O8, or over 90% of US production. We're hiring/investing at our mines/mill to boost production & we plan to keep our position as the #1 US #uranium miner. #nuclear #carbonfree
3/ Today's sale also provides the CAPEX needed to install 'light' #rareerths separation at our mill in #Utah. We plan to be in production of refined #NdPr oxide by the end of this year or early next. In high demand by #ElectricVehicles, #RenewableEnergy & #defense companies.
China’s scrambling to boost domestic reserves base, secure #rareearth feedstocks from abroad
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At home, in Laos, in Malaysia, in Africa and Australia:
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#rareearths #ndfeb #criticalminerals
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At home, in Laos, in Malaysia, in Africa and Australia:
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#rareearths #ndfeb #criticalminerals
Earlier this month, China’s Minister of Natural Resources revealed that the nation will soon launch a new round of domestic minerals prospecting and investment to boost the nation’s reserves base and bolster long-term supply security….
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scmp.com/economy/china-…
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scmp.com/economy/china-…
In October, Shenghe Resources and Peak Rare Earths signed an MoU for offtake of concentrate supply from the latter’s Ngualla project in Tanzania…
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themarketherald.com.au/peak-rare-eart…
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themarketherald.com.au/peak-rare-eart…
Metals & rare earth minerals are vital for modern world and electronics. Apple generates $380 billion in yearly revenues on iPhones alone.
Every smartphone, smart device, computer, game console, vehicle needs batteries which require metals & rare earth minerals.
A thread 🧵 👇
Every smartphone, smart device, computer, game console, vehicle needs batteries which require metals & rare earth minerals.
A thread 🧵 👇
China 🇨🇳 dominates rare earth deposits, mining and distribution. 60%+ of rare earths are produced in China. 85%+ of rare earths are processed and distributed by China as of 2022
It’s a security issue that China monopolizes rare earths so much IMHO, but they own the mines.
It’s a security issue that China monopolizes rare earths so much IMHO, but they own the mines.
Thread on the national security implications of #ElectricVehicles
1- Graphite Production
Not in Europe! Not in the US!
1- Graphite Production
Not in Europe! Not in the US!
2- Lithium Production
Not in Europe! Not in the US!
Not in Europe! Not in the US!
3- Cobalt Production
Not in Europe! Not in the US!
Not in Europe! Not in the US!
Renewables require production boom of rare earth materials for clean energy transition. @IEA Critical Minerals Report 2021: Mineral demand for clean energy techn. would rise by 4X by 2040 to meet climate goals. Energy transitions will have far-reaching consequences for mining!
Meanwhile mining Capex... Large future deficits in metals expected. #metals #miners #EnergyTransition
1/ Energy Fuels is hosting an open house at our White Mesa Mill in #Utah tomorrow and Friday. This is the only operating #uranium mill in the US. Also producing #RareEarths. We expect over 200 people for tours, breakout sessions, remarks by dignitaries ...
2/ U.S. Senators Mike Lee & Mitt Romney, Rep. John Curtis, U.S. Dept. of Energy, and others will be speaking. We are also making a big announcement on a major local #environmental justice initiative.
3/ With #uranium about to break through $50 per pound, these are exciting times for Energy Fuels $UUUU $EFR. We are the leading US #uranium producer, with more proven capacity, expertise and recent production than any other US company. Plus, great progress on #RareEarths.
There’s a gaping (loop)hole in #climate reporting, calculations & countermeasures—#BlueCarbon!
Must finally put #Seabed #CarbonSink on agenda for #COP26...
Here too #China leads world in #carbon damage—by far.
Time for accountability on #RoadToGlasgow!
foreignpolicy.com/2021/09/10/chi…
Must finally put #Seabed #CarbonSink on agenda for #COP26...
Here too #China leads world in #carbon damage—by far.
Time for accountability on #RoadToGlasgow!
foreignpolicy.com/2021/09/10/chi…
New paper explaining why and how carbonatites host REE mineralisation is now out in @ScienceAdvances and it's #openaccess!
doi.org/10.1126/sciadv…
#rareearths #geology
Thread:
doi.org/10.1126/sciadv…
#rareearths #geology
Thread:
One of the issues with REE in carbonatites is that although carbonatites are obviously high temperature igneous, the mineralisation itself always seems to be low temperature (400 °C and lower).
So most of the research so far was focused on what ligands mobilise REE at these low temperatures. People suggested fluoride, chloride, carbonate, and others. The aim was to understand what concentrates REE from an entire carbonatite body to a high grade localised deposit.
Interesting overview on 'Great power resource competition in a changing climate' from @NewAmerica with plenty of #FoodForThought: newamerica.org/resource-secur… Some takeaways..(1/16)
2/16 Key findings - #US & #China resource competition in a world in flux...#GlobalTrends #GeoStrategy #Energy #Agriculture #ClimateChange #NationalSecurity
3/16 Overview of 'Key metal and mineral resources in the #US & #China competition...#StrategicMaterials #Lithium #Cobalt #Palladium #Niobium #Rhodium #RareEarths
Is anyone looking at the millions of tons of #RareEarths sitting untapped inside phosphogypsum deposits scattered all over central Florida?
This paper estimates that they're at 0.04%-1% concentration and there's 1bn tons of deposits, which translates to 400,000 tons to 10m tons of rare earths or up to a century's worth of global demand at current rates.
osti.gov/pages/servlets…
osti.gov/pages/servlets…
I say "deposits", really I mean waste/tailings.
I presume the difficulty of safe extraction is why no one is interested in this, but ... if you're really worried that F-35s won't be able to fly because of a rare earths import ban, it's worth thinking about.
I presume the difficulty of safe extraction is why no one is interested in this, but ... if you're really worried that F-35s won't be able to fly because of a rare earths import ban, it's worth thinking about.
Your regular reminder that not all #RareEarths are created equal: A A$32.55, 1-litre bottle of rare earths-based pool cleaner: bunnings.com.au/hy-clor-1l-poo…
This is lanthanum, which like cerium is pretty much trash but constitutes a large share of most rare earths deposits.
Neodymium, dysprosium, praseodymium, yttrium etc are where the real action is.
Neodymium, dysprosium, praseodymium, yttrium etc are where the real action is.
Here's where you're most likely to encounter cerium -- flints from cigarette lighters
🇺🇸 🇨🇳 *U.S. WAITING TO HEAR FROM #CHINA ON TRADE DEAL, KUDLOW SAYS - BBG
*KUDLOW EXPECTS U.S.-CHINA MEETING IN MARCH IN MAR-A-LAGO
*TRUMP, LIGHTHIZER ARE VERY CLOSE, KUDLOW TELLS CNBC
*KUDLOW EXPECTS U.S.-CHINA MEETING IN MARCH IN MAR-A-LAGO
*TRUMP, LIGHTHIZER ARE VERY CLOSE, KUDLOW TELLS CNBC
🇺🇸 🇨🇳 #CHINA WOULD HAVE TO NOTE ANY FX INTERVENTION UNDER DEAL: KUDLOW - BBG
🇨🇦 🇺🇸 🇨🇳 🇮🇷 #Canada arrests #Huawei’s global chief financial officer in Vancouver – The Globe and Mail
theglobeandmail.com/canada/article…
theglobeandmail.com/canada/article…
A gauge of #technology shares on the MSCI #Asia Pacific Index slid as much as 3 percent before paring some losses - Bloomberg
🇺🇸 #SPX ⬇ as much as 1.9% from Tuesday’s close, before paring some losses. Selling pressure early in the session was so intense that it forced CME Group to intermittently pause trading, according to a spokesperson for the exchange - Bloomberg
*Link: bloom.bg/2BTw5DN
*Link: bloom.bg/2BTw5DN
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%
The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%
The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
