Member Info for ReeTech

Look at the PEA from September 30, 2022, namely -7.3.1.4 Mineralogy.

Perhaps you will understand what I want to say.

And answer me the question: Ca,F Phase - what is it in your opinion?

The content of this phase in phosphogypsum is 3% (mainly Ca-Sulfate/Gypsum - 95.9%), and it contains the most Nd - 83.4%.

With all this, the Nd extraction is -65%.

Think, if you can, What is the reason for this?

SmartPunter

"the process flowsheet, which is secret" - don't make me laugh.

The “secret” for RBW and you is something I wrote about earlier.

Tornadotony

"Further opportunities for operating and capital cost optimisation" - the possibilities are almost exhausted. You can continue to wait for a “miracle” for at least six more months.

I have already written earlier, but I will repeat again - first of all, it is necessary to understand the following issues of REE presence in phosphogypsum, namely:

1. REEs mineral inclusions,

2.REEs isomorphous substitution of Ca2+ in gypsum lattice,

3. dispersed soluble REEs salts.

This is what affects the degree of REE extraction, the consumption of reagents for their extraction, and the time of REE extraction. All these indicators make it possible to significantly reduce operating and capital cost.

You simply compare the results.

Lindian - "running at an average ultra-low operating cost of US$2.92 per kilogram TREO."

RBW - "This equates to an operating cost of US$12.91/kg total separated REO ("TREO")"

Https://thewest.com.au/business/bulls-n-bears/lindian-scores-us50m-boost-for-malawi-rare-earths-giant-c-17101552

"high-grade concentrate running at about 55 per cent TREO ", "running at an average ultra-low operating cost of US$2.92 per kilogram TREO."

Impressive results!!!

We are waiting for updated data on the cost of the MREC received by RBW.

I hope that this goal will be achieved.

So far I see only speculation on the topic of extracting REE from phosphogypsum.

I am not interested in the intellectual property of RBW, all the options for leaching and separating REE have long been known. I am interested in the achieved result, in particular the quality of the obtained MREC and the cost of obtaining it. With regard to the division of MREC into individual compounds (Nd -Pr), it is only written that its frequency is 96% and work continues. We are waiting for the results of the work.

To phosphogypsum Uberaba - Similar approach.

“BW production is Jan 2027 with any luck.” - “golden” words

I am just stating the facts.

Traditional utilization methods suffered from issues of low REEs leaching efficiency, huge amount of CaSO4 saturated wastewater and high recovery cost.

To solve these problems, first of all, it is necessary to understand the following issues of REE presence in phosphogypsum, namely:

1. REEs mineral inclusions,

2.REEs isomorphous substitution of Ca2+ in gypsum lattice,

3. dispersed soluble REEs salts.

These issues were treated extremely superficially. Which is depressing.

Namely, this influences the degree of extraction of REE, as well as the choice and concentration of reagents for their extraction, and extraction time. All these indicators affect the cost of extraction.

RBW did not fully understand the issues mentioned above and started leaching work. First they wanted to get double REE sulfate, then mixed REE carbonate.

So far, RBW has not provided any data on the chemical composition of the products they have received.

Yes. But this will affect everyone in any case. The main thing is to be prepared for the unexpected.

"Currently, with the continuous decline in rare earth raw material prices, market sentiment is noticeably sluggish. Downstream enterprises have weak stocking intentions, and most magnetic material companies choose to purchase as needed while maintaining 1-2 months of raw material inventory. Even as the year-end approaches, market demand has not shown significant growth. Most industry insiders hold a pessimistic view of future rare earth market prices, and the overall trading atmosphere remains subdued."

" the plant will be rerun in January/February to prove up final stage separation." - about achieving desired purity grades

" the plant will be rerun in January/February to prove up final stage separation."

Https://www.researchgate.net/publication/373477176_A_Critical_Review_of_the_Enhanced_Recovery_of_Rare_Earth_Elements_from_Phosphogypsum

very good overview of technologies for extracting REE from phosphogypsum.

SmartPunter

"A phosphate gypsum reclaim trial in February was very successful and the plant will be rerun in January/February to prove up final stage separation." - This is amazing. The question is how much time it will take to confirm the separation at the final stage. Another year?

Https://www.miningweekly.com/article/sa-back-on-investment-radar-amid-concerns-for-ferrochrome-manganese-sectors-and-rare-earths-recovery-in-limpopo-2024-11-18

Https://www.miningweekly.com/article/south-africas-rare-earths-project-in-limpopo-seen-as-one-of-worlds-most-resilient-2024-11-15

A large-scale pilot plant, which has been built as part of Rainbow’s close collaboration with Mintek since 2022, operated at the high level of 20 kg per hour of feed, making it six to ten times the size of a normal pilot plant. This plant will be rerun in January/February just to prove final stage separation.

Chinese rare earth market is generally experiencing a downward trend in the week ended on Friday, November 15, 2024, with prices for various rare earth products showing broad declines. Specifically:

The price of Praseodymium Neodymium Oxide has dropped by approximately 3,000 yuan/ton.

Praseodymium Neodymium Metal prices have fallen by around 2,000 yuan/ton.

Terbium Oxide prices have decreased by approximately 30 yuan/kg.

Dysprosium Alloy prices have reduced by around 20,000 yuan/ton.

Market Drivers:

According to insights from China Tungsten Online, the main factors contributing to the recent weakness in the rare earth market include:

Weak downstream demand, which remains sluggish and has not shown significant improvement.

Adequate supply of some rare earth products in the market.

The resumption of production at rare earth mining areas in Myanmar, which may further increase supply.

However, due to production cost support, suppliers have limited room for price reductions.

Myanmar Mine Area May Resume Production This Week, Rare Earth Prices to Fluctuate? Industry: Q4 Pr-Nd Oxide Unlikely to Exceed 450,000 yuan/mt | Industry News

https://news.metal.com/newscontent/103040165/Myanmar-Mine-Area-May-Resume-Production-This-Week-Rare-Earth-Prices-to-Fluctuate-Industry:-Q4-Pr-Nd-Oxide-Unlikely-to-Exceed-450000-yuanmt-%7C-Industry-News