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.…
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.
Read 4 tweets
China’s scrambling to boost domestic reserves base, secure #rareearth feedstocks from abroad


At home, in Laos, in Malaysia, in Africa and Australia:


#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….

In October, Shenghe Resources and Peak Rare Earths signed an MoU for offtake of concentrate supply from the latter’s Ngualla project in Tanzania…

Read 9 tweets
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 🧵 👇 Image
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. Image
Among Rare Earths, Boron is even more of a strategic resource used in weapons, fertilizers, EVs, wind mills etc.

Boron carbide is 2nd hardest material, used in tanks, drones, body armor

🇹🇷 #Turkey has 70% of world’s #boron reserves

🇨🇳 #China processes 80% of boron carbide Image
Read 10 tweets
Thread on the national security implications of #ElectricVehicles

1- Graphite Production
Not in Europe! Not in the US! Image
2- Lithium Production
Not in Europe! Not in the US! Image
3- Cobalt Production
Not in Europe! Not in the US! Image
Read 8 tweets
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! ImageImageImage
Meanwhile mining Capex... Large future deficits in metals expected. #metals #miners #EnergyTransition Image
Read 21 tweets
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.
Read 3 tweets
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!…
#Ocean covers 71% of world’s surface..<10% mapped w/ modern sonar.

Salt marshes, mangroves, seagrass beds & ultra-deep abyssal #seabed absorb large quantities of #CO2 from atmosphere & balancing critical #climate systems.

Disrupting risks grave & potentially irreversible harms
.@Nature: “#marine sediments are the largest pool of organic #carbon on the planet.”

Est. vol. ~7 trillion metric tons—>3X cumulative anthropogenic #CO2 emissions since 1750.

Bottom trawl #fishing & #seabed mining—both #PRC-led—risk damaging disruption.…
Read 25 tweets
New paper explaining why and how carbonatites host REE mineralisation is now out in @ScienceAdvances and it's #openaccess!…

#rareearths #geology

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.
Read 22 tweets
Interesting overview on 'Great power resource competition in a changing climate' from @NewAmerica with plenty of #FoodForThought:… Some takeaways..(1/16) Image
2/16 Key findings - #US & #China resource competition in a world in flux...#GlobalTrends #GeoStrategy #Energy #Agriculture #ClimateChange #NationalSecurity ImageImage
3/16 Overview of 'Key metal and mineral resources in the #US & #China competition...#StrategicMaterials #Lithium #Cobalt #Palladium #Niobium #Rhodium #RareEarths Image
Read 16 tweets
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.…
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.
Read 3 tweets
Your regular reminder that not all #RareEarths are created equal: A A$32.55, 1-litre bottle of rare earths-based pool cleaner:…
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.
Here's where you're most likely to encounter cerium -- flints from cigarette lighters
Read 3 tweets
Read 819 tweets
🇨🇦 🇺🇸 🇨🇳 🇮🇷 #Canada arrests #Huawei’s global chief financial officer in Vancouver – The Globe and Mail…
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
Read 736 tweets
#demographics #militaries #economies #currencies
- 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
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%)
Bring the manufacturing (jobs) home while negatively impacting China's economy.………
Read 338 tweets

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