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Rare Earths

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divs4ever said:
well why wouldn't they , they did the hard yards

this of Switzerland and mechanical watches

plenty of nations try to monopolize a key area they are good at ( the French and Champagne as an example )
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Just saying ... also, LYC will torpedo this monopoly ... and help free up the market


Kind regards
rcw1
 
rcw1 said:
Just saying ... also, LYC will torpedo this monopoly ... and help free up the market


Kind regards
rcw1
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but LYC can't do enough , if they start making a decent profit someone will step in and tax them into poverty

the way to free up the market is to find cheaper/better alternatives ( but some will milk the regulation gravy-train and back to square one again )
 
Good morning,
Re: LYC and yet another milestone in its quest to cater to global ex-China demand for heavy rare earths with the production of Terbium oxide at its Malaysian plant.

This is the second separated HRE oxide to be produced at Lynas Malaysia following first production of Dysprosium Oxide (Dy) in May.
Lynas CEO Amanda Lacaze is overseeing some big milestones ... stating:
"Lynas can now supply customers with the two HRE required for rare earth permanent magnets used in electric motors. The feedstock for both of these products is sourced from Lynas’ Mt Weld rare earths deposit in Western Australia".

“The production of Dy and Tb at Lynas Malaysia provides manufacturers with an opportunity to increase the resilience of their supply chains and we are positively engaged with a range of customers regarding commercial supply arrangements.”

Amanda has previously said the best way for the US to secure rare earths is to buy it from Lynas ... ha ha ha ha

Kind regards
rcw1
 
@rcw1 is there any reason why Lynas did not set up the processing plant in Australia? Is it the environmental issues, better to do it in someone else's back yard?
 
countrylad said:
@rcw1 is there any reason why Lynas did not set up the processing plant in Australia? Is it the environmental issues, better to do it in someone else's back yard?
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Lynas established its rare earth processing facility in Malaysia primarily due to lower processing costs and access to a stable supply chain, particularly for chemicals like sulphuric acid, compared to other potential locations like Australia. Additionally, Japanese investment played a significant role in funding the project.
  • The Malaysian government initially offered incentives, including a tax holiday, to attract Lynas as a "pioneer investor".

    However, the establishment of the Lynas plant in Malaysia was not without controversy. Local residents and environmental groups raised concerns about potential health and environmental impacts from the radioactive waste generated by the processing plant. This led to protests and legal challenges, highlighting the complex interplay between economic development, environmental protection, and community concerns.
that's the easy version: I suspect they didn't want to be dragged through a lawfare process from local so-called activists in Australia
 
countrylad said:
@rcw1 is there any reason why Lynas did not set up the processing plant in Australia? Is it the environmental issues, better to do it in someone else's back yard?
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sorry @countrylad didn't have a chance to respond until now... actually about to get on the pi55 just for a change and watch the mighty maroons belt the blues over in Perth WA ... :)

Anyways, I see that Dona has provided a really good response, thanks for that @Dona Ferentes

Just a couple of things further, for mine, - Firstly these were the reasons cited within a LYC Investor Presentation disseminated to the market 15/02/07:

Why Malaysia is an ideal location for the processing plant
►Granting of “strategic pioneer status” in Malaysia, with a related 10
year tax free period
►Excellent infrastructure at Teluk Kalong Industrial Estate
Flat industrial land available at reasonable rates
Close to deep water all weather port
Established manufacturers of key re-agents (sulfuric acid,
hydrochloric acid, sodium hydroxide, lime)
Low cost public utilities (gas, water, electricity)
►Clear environmental and government approval processes
►Skilled labour force
Large chemical industry on the East Coast of Malaysia
Access to a diligent, highly skilled and competitive labour force
fluent in English and Mandarin

www.marketindex.com.au

LYC:ASX Announcement - Investor Presentation February 2007 - 15 Feb 2007

Read LYC's full ASX announcement titled "Investor Presentation February 2007" from 15 Feb 2007, on Market Index.
www.marketindex.com.au www.marketindex.com.au

Secondarily, the matter spent considerable time within the Malaysian Court System on and off from the 'get go'... Perilously close at times to closure and abandonment.

Kind regards
rcw1
 
I do wonder if this is all going to blow over and we go back to China just controlling the market and selling us magnets or, the West gets its act together and starts building magnet making shops. Maybe it'll take something more than a tariff kerfuffle to force our hand.

Screenshot 2025-06-27 at 09.16.33.png
 
Rare Earths news keeps coming. Still unclear to me if this has any legs for our explorers and developers.

Screenshot 2025-07-16 at 09.18.12.png

Tech giant Apple will buy $500m of rare-earth magnets from MP Materials, expanding its US supply chain for a critical element of its devices while under pressure from the US administration. MP will supply Apple with magnets it produces in a Texas facility, using recycled materials processed at a site MP will build in California.

Such magnets go into the iPhone component that buzzes and vibrates to provide tactile feedback, known as a haptic engine. They are also used in audio equipment and microphones inside various Apple products.

For more than a decade, China has had a near monopoly on rare-earth magnet production, thanks to its enormous mines and efficient manufacturers.

MP said magnet shipments to Apple are expected to begin in 2027. The companies didn’t specify how long the contract lasts. Apple described it as a “multiyear deal,” and MP said in a Securities Exchange Commission filing that Apple will make a $US200m prepayment.

MP’s shares have been on the rise since the US Defence Department said it would make a big investment in rare-earth magnets, striking an unusual deal with the private-sector company aimed at undercutting China’s dominance. The government is committing to spending billions of dollars investing in MP Materials and purchasing its output. The deal calls for MP Materials to build a new factory to make rare-earth magnets at a scale that vastly exceeds current US magnet production. It is expected to come online in 2028. Shares lifted 50 per cent on the July 10 announcement.
 
is it true? will it happen?

In the midst of a global energy transition, the market for magnetic rare earth elements (REEs) is likely to face a threefold demand increase by 2035, which could further exacerbate global supply challenges, according to a report by McKinsey & Company.
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REE magnets are currently the strongest permanent magnets available on the market to power e-motors and wind turbines. The magnets typically require four rare earth elements as inputs: neodymium (Nd), praseodymium (Pr), dysprosium (Dy) and terbium (Tb), with the first two being the primary constituents and the latter two being additives to enhance performance in more demanding applications....

 
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