Member Info for ReeTech

Tornadotony,

Everything you say sounds like a mantra. It is necessary to take a sober look at things in this situation, looking back 5 years.

George has made it clear the CIC separation technology is not progressing well. KTech have not met expectations, so they're moving to a "traditional" solvent-extraction process.

Https://news.metal.com/newscontent/103594315/akara-company-builds-rare-earth-separation-plant-in-the-us

Construction is expected to begin in 2026 and be completed in 2027. The facility will be built in phases, beginning with the rare earth separation plant, followed by potential future expansions to support downstream processing and alloy production as part of Aclara’s long-term growth strategy.

https://businessfacilities.com/louisiana-attracts-aclaras-277m-rare-earth-facility

Lacaze cited strong global demand for Heavy Rare Earths, saying Lynas can be selective in where, and at what price, it sells Heavy Rare Earths oxides.

"Lynas has already concluded contracts for current Dy and Tb production on favourable terms that reflect the strategic value and the immediate availability of these materials," she said.

Lynas already produces terbium and dysprosium, with samarium set to enter production from next April at its new facility, all among the seven heavy rare earth restricted by China in April this year.

https://www.bloomberg.com/news/articles/2025-10-28/lynas-to-expand-only-heavy-rare-earths-facility-outside-china

Https://price.metal.com/mobile/spot/201102250378?price_type=metals%20price

Tornadotony,

"...which is partly funded by on-going MREC... "

I have two questions: 1. What is the cost price of the resulting MREC? 2. What is the cost price of selling MREC?

What questions do you want to hear the answers to? Everything has already been said!

"They have reached 99.9999% in the lab" - Do you believe this yourself?

They didn't even announce that they had achieved a 99% frequency.

SmartPunter,

The prices you quoted for dysprosium oxide (min. 99.5%) and terbium oxide are excellent. RBW will reach this purity in 10-15 years, and even that's not guaranteed. RBW and K-TecH have been working since 2020 to produce NdPr with a purity of at least 99%. And there's been NO progress!!!

"An evaluation is underway to define the optimal route to separation, with the final products expected to be a separated NdPr oxide and a SEG+ product combining the full suite of medium and heavy rare earths."

There is no result, but you wait)))

We continue optimization, but have not yet reached the NdPr frequency of at least 99% that we declared a year ago.)))

Https://www.dailymail.co.uk/news/article-15200153/Tax-raid-fall-broadest-shoulders-Fears-grow-Rachel-Reeves-target-savings-pensions-property.html

Https://talkmarkets.com/content/news/rare-earth-metal-stocks-up-19-last-week-now-up-177-in-last-3-months-heres-why?post=527858

Https://www.proactiveinvestors.com/companies/news/1079321/mkango-resources-inks-4-6m-project-development-deal-with-us-dfc-1079321.html?region=ca

Https://news.metal.com/newscontent/103552501/%E2%80%8B%E2%80%8Bshenghes-accelerated-acquisition-of-peak-africas-rare-earths-become-a-battleground%E2%80%8Bsmm-analysis

Https://www.zerohedge.com/markets/rare-earth-miner-shares-surge-after-report-us-weighing-5-billion-mining-investment-fund

Https://southafricatoday.net/construction/u-s-withdrawal-from-phalaborwa-threatens-africas-chance-of-breaking-chinas-rare-earth-supply-dominance/

Https://www.nytimes.com/2025/08/21/world/americas/brazil-us-rare-earth-minerals-tariffs.html

"The tariffs on Brazil were softened by hundreds of exceptions, but rare earths were notably absent from the list."

Https://www.cfodive.com/news/rare-earth-cfos-financing-hinges-auto-contracts/757974/

“Rare earths are not exempted from the 50% tariffs, however we do expect this situation to be resolved by 2028, either through an exemption or...a reduction of general duties,” Motte said. “It would make sense based on the critical mineral strategy of the U.S. and the strength of Brazil with [Heavy Rare Earth Elements] projects such as Aclara and Serra Verde.”