RNS implications2 Sep 2025 16:31
Here’s the practical impact of the latest RNS:
• Impurity mass falls ~20%
At 44% TREO, impurities are 56 units per 100.
At 55% TREO, impurities are 45 per 100.
The drop is 11/56 ≈ 19.6% fewer impurities to remove. That’s substantial for circuits where impurities, not REE chemistry, are the bottleneck.
• Feed purity (>93% vs >90%) cuts “hard” contaminants by ~30%
Within the TREO stream, going from 90% to 93% means residual non-REE stuff falls from 10 → 7 per 100 TREO — a 30% relative reduction. Those last few percent are the hardest (Fe/Al/P, radionuclides, etc.), so this disproportionately helps reach 99.5% in the final oxides.
• Fewer separation stages + lower reagent burn
Cleaner feed usually means shorter SX/CIX trains, better phase disengagement, fewer crud/scale issues, and lower reagent consumption. Every trimmed stage compounds yield and purity gains.
• Flow reduction multiplies the effect
They’ve shrunk PLS from ~340 m³/h → 7–10 m³/h feeding final separation. That’s a ~97% cut in volume that needs “polishing,” making 99.5% control limits more achievable and cheaper at scale.
• Non-linearity near spec
Purity improvements near the top end aren’t linear; the last 0.5–1.0% is where impurities fight back. Starting cleaner shifts you onto the “easy” side of that curve.
Bottom line: that “+11% TREO” translates into ~20% less total impurity, ~30% fewer stubborn contaminants in the TREO stream, and a massive reduction in throughput to the final circuit — all of which materially raises the odds (and economics) of hitting 99.5% REO.