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Rare Earths

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Dona Ferentes said:
we don't have a gallium thread !
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nor one on Yttrium

Yttria-stabilized zirconia: sticker shock? - Thunder Said Energy

This 15-page report into yttria-stabilized zirconia concludes that supply disruptions of Rare Earths could be as severe as past oil shocks
thundersaidenergy.com

Global yttrium output is just 10-15kTpa, worth $100M pa, of which c90% is controlled by China. Yet a supply disruption for this critical metal could have ripple effects comparable to an oil shock: de-railing developed world load growth, aircraft manufacturing and the rise of AI? This 15-page report tells the story of yttria-stabilized zirconia, explores supply risks, and their implications.
 
Garpal Gumnut said:
It's all about processing, eh. @Dona Ferentes . The rare earths ain't that rare, just present in small amounts in lotsa places and damn difficult to extract.

gg
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Yep, it's the separation and processing bit that seems to be the key issue. While we have a couple doing it, there might be a key shock or pivot point the necessitates the need for the West to scramble and develop their own processing assets. I think the tariff tit for tat will sort itself out but the real impetus might involve Taiwan for some reason.
 
Sean K said:
Yep, it's the separation and processing bit that seems to be the key issue. While we have a couple doing it, there might be a key shock or pivot point the necessitates the need for the West to scramble and develop their own processing assets. I think the tariff tit for tat will sort itself out but the real impetus might involve Taiwan for some reason.
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remember WES ( when it tried to acquire LYC ) put it's hand up to process REEs in Australia ( using a lot of in-house talent )

would WES snap up a different Australian REE miner and use it to feed an Australian located processing plant ( the WES will build )
 
divs4ever said:
remember WES ( when it tried to acquire LYC ) put it's hand up to process REEs in Australia ( using a lot of in-house talent )

would WES snap up a different Australian REE miner and use it to feed an Australian located processing plant ( the WES will build )
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ILU seems like a no-brainer. ASM? Combining a few of the advanced REE assets with refinery potential might be a thing going forward.
 
Sean K said:
ILU seems like a no-brainer. ASM? Combining a few of the advanced REE assets with refinery potential might be a thing going forward.
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ILU ( i hold ) has capital , revenue and stock-piles ( already mined and not just rare earths ) ILU would be expensive ( assuming WES does not include a scrip deal )

but then WES did snap up the Coles-Myer empire when others wouldn't even calculate the offer

how big is the WES war-chest and would they spend some on REEs ?

one might think multi-commodity giants ( like BHP and S32 ) would have some REEs on leases they are developing or still in the exploration stage , all they would need is some extra testing to see what is in the tailings
 


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