Member Info for ReeTech

SmartPunter

https://www.thisismoney.co.uk/money/markets/article-14875475/SMALL-CAP-MOVERS-global-rare-earths-champion-emerges-AIM.html

SmartPunter,

"blessed is he who believes"

During his visit to Berlin, Chinese foreign minister says export of rare earth elements ‘were not, are not, and will not be a problem’ between China and its European partners

https://www.aa.com.tr/en/energy/general/china-s-wang-says-rare-earth-exports-won-t-be-a-problem-with-europe/50320

Https://www.theassay.com/news/brazilian-critical-minerals-extracts-rare-earths-from-ema-isr-field-trial/

"The February 2025 Scoping Study highlighted Capex of just US$55M and Opex of just US$6.15/kg TREO whilst able to produce 4,800tpa of TREO or 1,800tpa of key magnet elements in a mixed rare earth carbonate product.”

Https://m.miningweekly.com/article/penansa-signs-mou-with-reelement-technologies-american-resources-corporation-2025-06-23

"Securing mineral independence requires innovation, not imitation, and legacy solvent-based refining methods simply won’t be competitive or scalable in the modern market.”

Https://c.newsnow.co.uk/A/1277654433?-25453:12169

SmartPunter,

How much uranium and thorium does Brazilian (Uberaba) phosphogypsum contain? How much uranium and thorium is in Moroccan phosphogypsum? There has been no news from Morocco for a long time.

SmartPunter,

Great news for you - https://www.miningweekly.com/article/pensana-inks-offtake-agreement-with-toyota-tsusho-for-full-initial-production-2025-06-17

Https://www.mining-technology.com/news/novare-holdings-reelement-rare-earth-refining-indiana/?cf-view

ReElement’s patented chromatographic separation technology, developed in collaboration with Purdue University, enables the production of ultra-pure light and heavy rare earth oxides.

Furthermore, the partnership between ReElement and Novare extends to deploying the refining technology in Africa, where a significant investment from Novare will establish the continent’s first multi-mineral refining facility.

Beautiful words: "We are very proud of the laboratory; conduct testing work; This optimization work will further increase the economic sustainability of the project." And for the separation and obtaining Nd Pr of the declared frequency of at least 99.5% - "Early testing is underway looking at key impurity levels from the primary CIX and proven rejection techniques ahead of separation. For the separation test work it is important that the leaching and recovery options are finalised to ensure a representative feed. Ahead of the final purification results, early ion chromatography separation tests are underway to establish rare earth performance under various configurations. These tests are expected to accelerate the development of the final recipe once the purification steps are complete.

Rainbow looks forward to announcing progress on the various stages of the ongoing test work in due course."

Elegant)

Https://app.curationconnect.com/company/Rainbow-Rare-Earths-90903

Unique Tech That Rewrites Rare Earth Economics

Rainbow’s core innovation is recovering rare earths from phosphogypsum — a waste product of fertilizer production — using a proprietary flow sheet built from proven technologies.

Is Rainbow’s IP protected and monetizable?

Rainbow has not yet patented its flowsheet due to concerns about disclosing proprietary techniques.

Patented or not? Everything has long been known and patented by others. There is nothing innovative.

"RBW next in line to produce heavy RE producer". The line is already getting long. And everyone in this line is going the tried and true, reliable and efficient route - SX (solvent extraction). In particular, Lynas Malaysia, Ucore Rare Metals Inc.

Https://www.bloomberg.com/news/articles/2025-05-15/lynas-becomes-first-heavy-rare-earths-producer-outside-china

China's monopoly is breaking down.

Https://www.unz.com/bhua/rare-earth-and-reindustrialization/

A good publication with very good comments on it.

Https://www.mining-technology.com/features/exploring-us-efforts-to-find-a-secure-supply-of-rare-earth-elements/?cf-view

Good publication. Nothing to add.

A rare earth deposit of over 470,000 tons has just been discovered in an unlikely location. - https://farmingdale-observer.com/2025/05/09/a-rare-earth-deposit-of-over-470000-tons-has-just-been-discovered-in-an-unlikely-location/

"The discovery will likely influence global rare earth markets and supply chains for decades to come, reinforcing China’s position as the dominant player in this crucial resource sector."

Chinese exports of rare earths dropped 16% to 4,785 tons last month after the government tightened permits to regulate supply to the US, although that was still higher than the year-ago figure.

Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks - https://www.bloomberg.com/news/articles/2025-05-09/team-trump-seeks-china-tariff-de-escalation-in-weekend-talks

Https://www.yahoo.com/news/united-states-lost-rare-earth-100000348.html

Https://www.intellinews.com/eu-swaps-china-for-russia-in-procurement-of-rare-earth-metals-379041/?source=baltic-states

"They have produced MREC and 97% pure NdPr oxide." - Without a doubt SmartPunter. But the extraction of REE from phosphogypsum is 65%