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RARE EARTHS
nipper
post Posted: Today, 10:43 AM
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In Reply To: nipper's post @ Aug 29 2021, 04:16 PM

Carmakers look to Australia to hedge against China's rare earth dominance

https://www.theage.com.au/business/companie...924-p58udt.html

QUOTE
European automakers are in discussions with Australian rare earths explorer Arafura Resources about sourcing elements that help power electric cars from outside China, which dominates global supply.

The miner is developing the $1 billion Nolans project in the Northern Territory that will cover as much as 10 per cent of global demand for the type of rare earths used in permanent magnets for electric motors.

Crucially, Arafura plans to process ores close to its site, ensuring direct oversight of the treatment of toxic waste products at the project it bought in 2001.


A new law in Germany on supply chain responsibility has also spurred interest, said Arafura's Sherrington. Starting from 2023, companies will be held accountable on social standards across their entire supplier network and including waste products, or face fines.

Efforts to establish supply are also underway in Europe, which is now the top region for EVs and is on course to become the biggest consumer of the elements. The European Union last year set up the European Raw Materials Alliance to help ensure there is enough supply of critical raw materials fuelling the world's most ambitious plan to fight climate change. In rare earths, the alliance has identified 14 projects in Europe for investment of €1.7 billion ($2.7 billion).....



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 29 2021, 04:16 PM
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In Reply To: nipper's post @ Aug 11 2021, 06:45 PM

The Murray Basin which straddles the South Australia Victoria border is fuelling something of a boomlet in the ASX companies, or soon to be ASX companies, that have Murray Basin border exposure, all at a time when prices and demand for rare earths are on the tear again.

The challenge to China comes from the recent discovery of extensive ionic clay-hosted deposits of rare earths near the tiny rural town of Comaum in southeast SA by the recently listed Australian Rare Earths (ASX:AR3).

AR3 joined the ASX lists on July 1 through a $12m IPO of 40 million shares at 30c each. Its shares have since raced off to $1.10, valuing the company at $120 million on the strength of its Koppamurra discovery.

Alerted to the rare earths potential in the region by a PhD student research project in 2016, AR3 has quickly established a sizeable maiden resource from drilling at the Red Tail and Yellow Tail deposits at Koppamurra.

The mineral resource estimate, some 39.9Mt at an average grade of 725ppm total rare earth oxides, comes from shallow clay zones that sit on top of a limestone base, making for a similar geological setting to ionic-clay hosted zones that sit on top of a granite base in southern China.

Production from the southern China deposits account for as much as 70% of global supply of rare earths, something the world frets about because rare earths are critical to growth of the green energy sector.

Although low grade compared with Lynas (ASX:LYC) hard rock Mount Weld rare earths wonder in WA, the ionic clay deposits (so called because the rare earths are easily liberated from the clay using a weak acid process), are much cheaper to mine and process than hard rock deposits.

That is why the market has got excited about AR3, knowing that the Red Tail and Yellow Tail deposits are likely to be the start of a bigger story as the geological setting for Koppamurra extends eastwards cross the Kanawinka Fault to the SA border, and across into Victoria.

It is in Victoria excitement over the Koppamurra discovery is already rubbing off, with the Toronto listed Lions Bay Capital (TSX-V:LBI) this week striking a farm in deal with the privately held Savic over the likely extension of the rare earths clays into the Savic Victorian tenements, which adjoin the Koppamurra tenement to the west and across the border in SA, and AR3s ground to the north in Victoria.

Lions Bay might be listed in Canada but it really Melbourne through and through as it is led by John Byrne, the former financial journalist who has decades of experience in the mining investment space.

That is reflected in Lions Bay also holding strategic stakes in the following ASX listed companies: Elementos (ASX:ELT), Parkway (ASX:PWN), Kalina Power (ASX:KPO) and South Hartz Potash (ASX:SHP).

The deal with Savic , led by former stockbroker and oil and gas executive Rob Annells, prompted a 30% share price jump for Lions Bay to C11c a share, valuing the company at about $C15m, most of which is covered by the value of its investment portfolio.

Given the excitement around the rare earths in clay on the SA/Victoria border story, Lions Capital is headed to the ASX.
QUOTE
It should be relatively straight forward given the strength of the company's balance sheet and the fact that the majority of its assets are liquid investments in ASX listed public companies, Byrne told the Canadian market.

Under its deal with Savic, Lions Bay has the right, on the exercise of a four month evaluation option, to earn a 50% interest in the Savic areas (it originally took up the ground ahead of the AR3 discovery for the mineral sands potential) by spending $5m over three years.
https://stockhead.com.au/resources/barry-fi...arting-lineups/



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 11 2021, 06:45 PM
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probably useful for the players, esp US based ones

US House bill would give tax credit for rare earth magnets


https://www.mining.com/web/us-house-bill-wo...-earth-magnets/



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 29 2021, 05:12 PM
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updating the RE players on the ASX

Investing in rare earths is not for the faint hearted

By Tim Treadgold -

https://smallcaps.com.au/investing-in-rare-...-faint-hearted/



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 22 2021, 01:37 PM
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In Reply To: nipper's post @ Jul 19 2021, 06:53 PM

QUOTE

Chinese rare earth exports surge past pre coronavirus levels, despite Western push to diversify supply

  • .... China's rare earth exports in the first six months of the year were 16.5 per cent higher than the same period in 2019, before pandemic disrupted global trade
  • ..... China controls about 90 per cent of world's rare earths supply, but trade frictions are driving Western governments and car makers to find alternative suppliers
https://www.scmp.com/economy/china-economy/...onavirus-levels


QUOTE
Bacteria enlisted in French push for rare earths autonomy
As Europe seeks to reduce its reliance on China for the rare earth metals needed for modern batteries and electronics, French researchers have found a potentially potent ally: bacteria that can help extract the elements from mine slag heaps.

The tonnes of discarded ore, which contain nickel, copper and cobalt, are the continent's only domestic source of rare earths, along with discarded phones, computers and other tech gear.

https://phys.org/news/2021-07-bacteria-fren...s-autonomy.html



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 19 2021, 06:53 PM
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China frictions steer electric automakers away from rare earth magnets
QUOTE
As tensions mount between China and the United States, automakers in the West are trying to reduce their reliance on a key driver of the electric vehicle revolution .... permanent magnets, sometimes smaller than a pack of cards, that power electric engines.

Most are made of rare earth metals from China.

The metals in the magnets are actually abundant, but can be dirty and difficult to produce. China has grown to dominate production, and with demand for the magnets on the rise for all forms of renewable energy, analysts say a genuine shortage may lie ahead.

Some auto firms have been looking to replace rare earths for years. Now manufacturers amounting to nearly half global sales say they are limiting their use, a Reuters analysis found.............

https://www.reuters.com/business/autos-tran...ets-2021-07-19/

... but mainly for short distance models.

QUOTE
Automakers in the West say they are concerned not just about securing supply, but also by huge price swings, and environmental damage in the supply chain.

This means managing the risk that scrapping the metals could shorten the distance a vehicle can travel between charges. Without a solution to that, the range anxiety that has long hampered the industry would increase, so access to the metals may become a competitive edge.





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  
 


early birds
post Posted: Apr 12 2021, 09:33 AM
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In Reply To: nipper's post @ Apr 10 2021, 02:08 PM

https://www.wsj.com/articles/u-s-faces-uphi...od=hp_lead_pos6

Powerful magnets made of rare-earth minerals are essential components in electric-vehicle motors, wind turbines and other technology. China mines over 70% of the world’s rare earths and is responsible for 90% of the complex process of turning them into magnets, analysts say. That dominance gives Beijing sway over makers of various fast-growing technologies.

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so bet on aussie rare earth mining is the the better way to profit from current situation !! what stock should we look at it nipper?? tongue.gif unsure.gif unsure.gif



 
nipper
post Posted: Apr 10 2021, 02:08 PM
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raining money??

Leaning into our strengths – our pathway to a strong modern and resilient economy
QUOTE
There are manufacturing growth opportunities along the value chain in each of our National Manufacturing Priorities, with the potential to deliver long-term transformation outcomes for the Australian economy...

https://www.industry.gov.au/data-and-public...silient-economy

Funding available
QUOTE
The Modern Manufacturing Initiative is now open for resources technology and critical minerals processing projects that meet eligibility..
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"Our Modern Manufacturing Initiative (MMI) will help position Australia not just as a global leader in the resources sector, but also in the manufacturing of the technology used, as well as turning the raw materials into value-added products," PM Scott Morrison

....The MMI initiative .... is a $1.3 billion fund to help manufacturers increase production, commercialise products and access global supply chains. While it's commendable for the government to want to support any lithium or other technology metals miners are willing to put forward, [an industry spokesperson] questions how well its road map has been thought out.

Given that Australia is already well on the way to becoming a global hub in innovative minerals processing, she's concerned that the modern manufacturing initiative outlined by the government could be decidedly unambitious. What this may indicate, she suggests , is that those responsible for developing the policy framework for the MMI initiative may not be close enough to the minerals processing industry to understand just how far it's come in recent years.

.... She also expects companies in the rare earth, and especially lithium, space to be highly favoured with this current round of funding. But given the grant process aims to fund efficient minerals extraction and processing, miners working within non-rare earth resources are also likely to receive funding, including iron ore and copper.




.... in other words, a dog's dinner.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 12 2021, 05:13 PM
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Kitco.. RE production up 9%, weaning slowly off China

https://www.kitco.com/news/2021-03-11/Globa...ina-report.html



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 3 2021, 03:05 PM
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AN article from UK on global RE opportunities.... About half a dozen AU players get mentioned. And what I find surprising, in that $500M is entry level development cost, there are several privately held concerns

https://www.reuters.com/article/us-rareeart...x-idUSKBN2AU0FX




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: mullokintyre  
 
 


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