Member Info for ReeTech

Https://finance.yahoo.com/news/texas-rare-earth-resources-k-100000285.html

Https://www.yicaiglobal.com/news/northern-rare-earth-to-inject-extra-usd2784-million-into-worlds-biggest-rare-earths-project

The price of major rare earths, such as neodymium and praseodymium oxides, has been sliding since the beginning of last year due to a big drop in demand. And the downward trend is expected to continue this year, the Baotou-based firm said at a recent investors event.

Https://www.defense.gov/News/News-Stories/Article/Article/3700059/dod-looks-to-establish-mine-to-magnet-supply-chain-for-rare-earth-materials/

Tornadotony,

Your imagination is amazing.

What "green agenda" are you talking about when you mention RBW?

I have only one question - the reason for the changes in technology. Producing a mixture of REE carbonate rather than REE sulfate?

The reason is not cerium, but the content of Th and U.

As we enter March, the domestic rare earth market atmosphere remains subdued, with the price of praseodymium-neodymium metal continuing to fall and downstream demand remaining weak. As of March 8, the price of praseodymium-neodymium metal had fallen to around 42,400 yuan/ton, a decrease of 27,500 yuan/ton from the beginning of the month.

AJ101,

I am grateful to you for your questions. I'm not worried about RBW's successes, because in my opinion they don't exist. The issue of low production costs is also questionable.

SmartPunter,

"The Phalaborwa front-end pilot plant is situated at the Johannesburg facilities of the Council for Mineral Technology ("Mintek"), a global leader in mineral processing, extractive metallurgy, and related fields, and is running for ca. four months treating ca. 35t of phosphogypsum feed from the Phalaborwa project stacks to produce ca. 350kg of mixed rare earth sulphate. During this period, further optimisation of recoveries and reagent consumptions/costs are expected to be achieved." https://tools.eurolandir.com/tools/Pressreleases/GetPressRelease/?ID=4373679&lang=en-GB&companycode=uk-rbw&v=r2022

RBW was unable to fulfill its stated obligations. Only 5.5 kg of a mixture of REE carbonates was produced. Why, what are the reasons?

"negative comments"? or objective comments and questions?

I don't want to upset you, but this is not a pilot plant. This is the maximum - a demo installation. At the same time, with mediocre performance indicators.

SmartPunter, Are you serious about this?))))

RBW managed to replenish the strategic reserve of rare earth metals in the USA by 5.5 kg.

Anything to supply?)

You are correct!

This is exactly what the Chinese do.

https://www.aspistrategist.org.au/china-shows-how-western-governments-should-stockpile-minerals/

Https://www.brecorder.com/news/40292445/chinas-jan-feb-rare-earth-exports-climb-187-yy

China Northern Rare Earth (Group) High-Tech Co. released the prices of rare earth products in March 2024. The prices of many rare earth products fell month-on-month, while the price of cerium oxide increased month-on-month. Lanthanum oxide was quoted at 4,100 yuan/ton, the same as February 2024; cerium oxide was quoted at 7,600 yuan/ton, an increase of 16.92% from February 2024. PrNd oxide was quoted at 365,700 yuan/ton, down 9.68% from February 2024; neodymium oxide was quoted at 374,000 yuan/ton, down 9.49% from February 2024; PrNd alloy was quoted at 455,000 yuan/ton, down 9.36% compared with February 2024; neodymium metal was reported at 465,000 yuan/ton, down 9.18% from February 2024.

RBW has "far-sighted" carried out work to clean up "undesirable elements"- "Having first successfully produced a mixed rare earth sulphate, it was decided to further beneficiate the product, removing certain unwanted elements, with the optimal end product for separation agreed as a cerium-depleted mixed rare earth carbonate, providing a higher-grade feedstock to the back-end separation circuit."

Https://www.miningweekly.com/article/long-lead-item-orders-placed-site-preparation-works-well-under-way-at-longonjo-2024-03-04

While RBW is marking time, "optimizing" the technology.

Northern Rare Earth visited released the listing prices of rare earth products in March 2024, with the price of cerium oxide slightly up, while the prices of praseodymium-neodymium products continued to decline month-on-month. The specific prices are as follows: - Lanthanum oxide is listed at 4100 yuan/ton, unchanged from the previous month; - Cerium oxide is listed at 7600 yuan/ton, up by 16.9% from the previous month; - Praseodymium-neodymium oxide is listed at 365700 yuan/ton, down by 9.7% from the previous month; - Neodymium oxide is listed at 374000 yuan/ton, down by 9.5% from the previous month; - Praseodymium-neodymium metal is listed at 455000 yuan/ton, down by 9.4% from the previous month; - Neodymium metal is listed at 465000 yuan/ton, down by 9.2% from the previous month.

Https://www.abo.fi/en/news/project-will-turn-phosphogypsum-into-consumer-goods-and-reduce-industrial-waste-piles/

And what did this bring you closer to?

"We use molten sulfur at our phosphates concentrates plants to produce sulfuric acid, one of the key components used in the production of phosphoric acid. We consumed approximately 1.2 million long tons of sulfur for our own production during 2021. We purchase approximately 26% of the volume under annual supply agreements from oil and natural gas refiners, who are required to remove or recover sulfur during the refining process. The remaining 74% is purchased in the spot market. Sulfur is imported through the Tiplam port and transported by rail to the Uberaba plant and by truck to the Araxá and Cajati locations. Although sulfur is readily available from many different suppliers and can be transported to our phosphate facilities by a variety of means, sulfur is an important raw material used in our business that has in the past been, and could in the future be, subject to volatile pricing and availability. Alternative transportation and terminaling facilities might not have sufficient capacity to fully serve all of our facilities in the event of a disruption to current transportation or terminaling facilities. Changes in the price of sulfur or disruptions or sulfur transportation or terminaling facilities could have a material impact on our business.

Https://www.wsj.com/articles/wyoming-hits-the-rare-earth-mother-lode-natural-resources-policy-china-mining-8e559cec?mod=opinion_lead_pos5 - great news.