Member Info for SmartPunter

They are using the metals price, everything is priced for RE oxides, including Feasibility Studies. Metal prices are higher.

Nd oxide is $79/kg, up from $50 low

And people call Ree an idiot.

​Other Countries

​Brazil and South Africa: As previously mentioned, there is no widespread, permanent Chapter 99 tariff on rare earths from Brazil or South Africa. While broader trade disputes and policy announcements can change at any time, the base tariff rate for rare earths from these countries remains free.

​General Context: The U.S. has a general policy interest in diversifying its rare earth supply chain. Therefore, it is unlikely that the U.S. would impose additional tariffs on rare earths from a country it is trying to encourage as an alternative supplier.

Rare earth magnets s are hit with tarrifs, for now, maybe..

But not the metals and oxides

https://www.adamasintel.com/us-reciprocal-tariffs-to-hit-rare-earth-magnets-upstream-products-exempt/

That was a waste of time.

Certainly

You are not fully funded for production. Look at the RNS.

Traditionally 1 or 2 million buy occurs a week before a RNS.

Intresting point.

FWIW, RBW are not going to patent their Phosphogypsum / RE Oxide separation process.

How easy is it to secretly use a patented process?

"The DOD agreement with MP Materials will also convince NdPr buyers of the need for a price premium. Bennett says there are signs of this happening. When he raised the topic of setting a floor price for Phalaborwa’s product during recent discussions with offtakers, “they weren’t flinching”, he says. “And now that’s been borne out by the DOD deal, just a couple of weeks ago.”

"Despite a rush of announcements and construction headlines, the reality is that the vast majority of so-called “rare earth companies” are still only offering carbonates or concentrates—products that are not yet suitable for magnet production."

This why RBW are refining to 99.5% NdPr.

It can be used in magnet products by our partner LCM

The MDM team that George brought over after he sold it.

Particular expertise in Gold and Uranium.

https://br.advfn.com/noticias/UKREG/2012/artigo/55208631

RBW is not a miner, the government can't take the asset away as its IP. Remove RBW and there is nothing.

Cix/cic is decades old and used all over the word.

RBW team used it on a uranium project in Africa.

The US government is funding this they don't have any problem exporting the process. In fact they already have.

Rainbow isn't producing MREC, it's much further down the chain producing Oxides

Neither are going to be subject to tarrifs.

It may help with funding but neither Mosaic nor Rainbow should have a problem with that.

Some of the more popular REE stocks are up 150-200% . We are up 40%, lagging .

Https://www.telegraph.co.uk/us/news/2025/08/04/us-defence-firms-scrambling-rare-earth-minerals-chian-block/

Https://youtu.be/hNJ8f7YphKU?si=VBVOldk9RKScOUMo

How are semiconductor chips made? These tiny yet powerful components power everything from smartphones and computers to cars and medical devices. But the process behind their creation is incredibly complex and precise, involving multiple stages such as silicon purification, wafer fabrication, photolithography, doping, etching, deposition, and packaging. In this video, we’ll break down every step of semiconductor chip manufacturing and explore how these essential components continue to evolve with cutting-edge technology.

Sorry was Penn State University

https://www.psu.edu/news/research/story/doe-grant-continues-research-rare-earth-elements-extraction-coal