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Rare Earths

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Dona Ferentes said:
we don't have a gallium thread !
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nor one on Yttrium

Yttria-stabilized zirconia: sticker shock? - Thunder Said Energy

This 15-page report into yttria-stabilized zirconia concludes that supply disruptions of Rare Earths could be as severe as past oil shocks
thundersaidenergy.com

Global yttrium output is just 10-15kTpa, worth $100M pa, of which c90% is controlled by China. Yet a supply disruption for this critical metal could have ripple effects comparable to an oil shock: de-railing developed world load growth, aircraft manufacturing and the rise of AI? This 15-page report tells the story of yttria-stabilized zirconia, explores supply risks, and their implications.
 
Garpal Gumnut said:
It's all about processing, eh. @Dona Ferentes . The rare earths ain't that rare, just present in small amounts in lotsa places and damn difficult to extract.

gg
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Yep, it's the separation and processing bit that seems to be the key issue. While we have a couple doing it, there might be a key shock or pivot point the necessitates the need for the West to scramble and develop their own processing assets. I think the tariff tit for tat will sort itself out but the real impetus might involve Taiwan for some reason.
 
remember WES ( when it tried to acquire LYC ) put it's hand up to process REEs in Australia ( using a lot of in-house talent )

would WES snap up a different Australian REE miner and use it to feed an Australian located processing plant ( the WES will build )
 

ILU seems like a no-brainer. ASM? Combining a few of the advanced REE assets with refinery potential might be a thing going forward.
 
Sean K said:
ILU seems like a no-brainer. ASM? Combining a few of the advanced REE assets with refinery potential might be a thing going forward.
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ILU ( i hold ) has capital , revenue and stock-piles ( already mined and not just rare earths ) ILU would be expensive ( assuming WES does not include a scrip deal )

but then WES did snap up the Coles-Myer empire when others wouldn't even calculate the offer

how big is the WES war-chest and would they spend some on REEs ?

one might think multi-commodity giants ( like BHP and S32 ) would have some REEs on leases they are developing or still in the exploration stage , all they would need is some extra testing to see what is in the tailings
 
Via Market Matters today:

"Morgan Stanley has become bullish on Rare Earths, upgrading both Lynas (LYC) +6.97% and Iluka (ILU) +2.08% to buy equivalent, saying… “Generative AI is fast enhancing Robotics capabilities which is expected to create a sizeable humanoid market… this could add cumulative incremental demand of up to $US800 billion across covered critical minerals by 2050,”
 

Wow i didn't think it was possible to combine separate pump and dump schemes but here we go: AI + the green economy. They should go one step further and make them military robots to fight against Russia.
 
It says more about Morgan Stanley than it does about ILU or LYC.

Any old drunk in a nearby pub could have composed that "analysis" . when, wherer when , how, why and with whom and what other RE's and RE companies are the questions.

gg
 
Yeah but I added it because a big broker upgrade affects the price (as it probably did today). Also it might start to change the perception of the sector and stocks within it. I contend the market doesn't just move on 'analysis', far from it. It moves on sentiment.
 
Probably just means that Morgan Stanley have a heap of shares they want to dispose of for themselves or client.
Mick
 
waterbottle said:
Wow i didn't think it was possible to combine separate pump and dump schemes but here we go: AI + the green economy. They should go one step further and make them military robots to fight against Russia.
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they have probably already tried ( test models ) the issue would be the Russians have become very good at electronic warfare , jamming GPS and well as a variety of radio waves and radar , a robot without electronic feedback is a rogue asset waiting to happen

and China is probably a decade ahead of the US in that area
 
Dona Ferentes said:
let's go crazy over Terbium
Terbium is never found in its pure form in nature.
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^^^^ post #87

in the nuclear medicine field:::

" ..... Lead Investigator of the project, Professor Michael Hofman, director of Prostate Cancer Theranostics at the Peter Mac centre, describes the results of the new therapy involving radioactive Terbium, as “incredibly encouraging”.

By coincidence, the results of the Terbium trials were released as the world discovered Australia may be able to break the Chinese near-monopoly in the supply of terbium. Israel’s Isotopia Molecular Imaging obtained the Terbium for VIOLET, but Australia’s Lucas Heights-based ANSTO has the ability to provide it.

Terbium is already essential in a vast number of defence and industrial applications, but China, which supplies well over 90 per cent of the world’s Terbium, has banned exports to the US.

Australia has the potential to break this stranglehold and to play a vital role pioneering the use of Terbium-based therapies to treat prostate (and a wider range of) cancers...."

.... caveat ; it's Robert Gottliebson
 
finicky said:
Did he say how? Iluka Resources?
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all that has been declared ( by ILU )is

they have kept aside a significant stock-pile of a particular rare-earth mineral AND it is completely unprocessed , when that mineral would be sold ( or processed ) has not been indicated and no precise mention of where that mineral is useful once it has been processed , either

however after watching from the sidelines the graphene/graphite narrative , and various other 'exciting narratives ' it seems speculation runs completely unchecked

until ILU makes some decisions on this mineral stock-pile , it is just several large piles of dirt in a corner of the lease ( zircon processing plant )

BUT ILU has been a favorite of traders in the past , maybe there is a move to lure traders back to it
 
This morning's Market Index:

"Trump says call with Xi was “very good … resulted in a very positive conclusion for both countries,” respective trade teams will meet shortly (BBG)
China's control of rare earths puts US in vulnerable position amid trade tensions (AX)
EU urges China to end rare earths export restrictions amid 'alarming situation' facing Europe's auto industry (SCMP)"
 
finicky said:
EU urges China to end rare earths export restrictions amid 'alarming situation' facing Europe's auto industry (SCMP)"
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why ?

there is a looming energy shortage over there , unless they resort to bicycle-powered generators/alternators they will barely able to keep the lights on let alone an entire automated assembly line ( even for mobile phones )
 
FINEP/BNDES Public Calls:
Funding for Critical Mineral Projects in Brazil​

The FINEP / BNDES first Public Call (Notice Nº 001/2025), launched in January 2025, announced it would allocate R$5 billion (~US $900 million) to support business plans focused on transforming strategic minerals in Brazil.

The program aims to develop sustainable supply chains for critical minerals, such as rare earths, essential to the energy transition and decarbonisation efforts. The funding encompasses various forms of financial support to invest in a range of projects, including industrial-scale plants, pilot facilities, demonstration projects and necessary research studies, depending on the stage of the projects and technologies involved.

In addition to the R$5 billion Public Call for strategic minerals, FINEP / BNDES launched a second public call in February 2025, allocating a further R$3 billion (~US $540 million) specifically to support the establishment of Research, Development and Innovation centres across Brazil.

The objective is to attract and enhance Brazil's scientific and technological capabilities in alignment with the “New Industry Brazil” (Nova Indústria Brasil) policy, focusing on vertical integration and downstream products.
.
... quite a few ASX listed players - IXR, VMM, MEI but not BRE - putting up their hands
 
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