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"To Promise - Does not Mean to Marry"

Lynas said the new circuit is designed with the capacity to separate up to 1,500 tonnes of SEGH per year.

As a result of the separation of Dy and Tb from the SEGH compound, Lynas’ HRE product range will increase to five products: Dy, Tb, unseparated samarium/europium/gadolinium, holmium concentrate, and unseparated SEGH.

https://themalaysianreserve.com/2024/06/27/lynas-malaysia-to-produce-two-separated-hre-products-in-2025/

Last week, Beijing added seven out of the 17 recognized types of rare earths to its export control list.

Lynas is set to expand its plant in Malaysia to include some of the elements in the list by June, which will make it the only facility of its kind outside China, according to the company.

Https://www.economist.com/finance-and-economics/2025/04/10/china-has-a-weapon-that-could-hurt-america-rare-earth-exports

Take a broader look at China's new REE export restrictions.

European annual demand for rare-earth oxides used in super-strong permanent magnets in electric cars and wind turbines is due to grow by up to 50% to 30 000 metric tons by 2030, worth as much as 1.5-billion euros.

Gadolinium and dysprosium, two rare earths used along with zirconium in modern fuel assemblies, are an effective Chinese monopoly. 99% of their production is concentrated in a single plant outside Shanghai. Installed assemblies at US plants will last 12-24 months. After that, if the US can’t find new sources through third parties, the quality of its assemblies will drop. Restoring production in the US would be extremely tricky. It’s a matter not of months, but of years, including construction, debugging of production, and tech adjustments.

The majority of the world uses 3 and 3+ gen reactor tech. Russia and China are currently the only ones widely experimenting with 4th gen reactors – including BN, Brest and SVBR, and an array of Chinese research reactors. The rare earth restrictions response to US tariffs could allow China and Russia to “very seriously overtake the US." That’s because along with Europe, America is stuck with third-gen reactors and cannot really produce replicable results on its 4th gen experimentation.

Https://www.nasdaq.com/articles/rare-earths-stocks-9-biggest-companies-2025

https://www.belganewsagency.eu/solvay-opens-rare-earths-production-line-in-france-to-boost-european-supply

"There is enough capacity in China to supply the whole world with rare earths at a lower price than ours," CEO Philippe Kehren told De Tijd. "At the moment there is no real market for our rare earths. That is why we are proceeding cautiously, investing only a few million euros for now - enough to produce several hundred tonnes this year. We are waiting for the European market to develop."

Https://www.eurare.org/countries/home.html

SmartPunter,

Everything looks great. It remains to obtain Dysprosium (Dy) with a purity of 99.5-99.9% and Terbium (Tb) with a purity of 99.95-99.99%. How much more time and money will this production require?

When will we get NdPr - 99.5%?

Couple include head!

Morocco and Brazil - 10%. And where does this bring you closer?)

smartpunter

about people like you, sergei lavrov said a phrase that has already become a catchphrase: “morons, ******* idiots!”

Https://businesstech.co.za/news/trending/819411/united-states-hits-south-africa-with-30-tariffs/

Yes the 8p handle beckons!

https://www.nytimes.com/live/2025/04/02/business/trump-tariffs-liberation-day - New tariffs for select countries

Https://www.miningweekly.com/article/longonjo-ore-reserve-grade-increases-as-project-development-progresses-2025-04-02

Tornadotony, you are a prophet!!!

"This might test 8p area if equity markets continue to pull back."

African Rare Earth Projects Advance Amid Rising Global Demand

https://energycapitalandpower.africa-newsroom.com/press/african-rare-earth-projects-advance-amid-rising-global-demand?lang=en

Russia, US start talks on rare earth metals projects in Russia

https://www.reuters.com/world/russia-us-start-talks-rare-earth-metals-projects-russia-putin-envoy-says-2025-03-30/

Too boring)))

Https://skillings.net/chinese-agency-admits-rare-earth-metals-rule-may-end/

Https://www.kyivpost.com/post/49717