Got a rare earth deposit? Great. Got a mine? Even better. But do you have a processing plant? No? That could be a problem. The market doesn't understand how complex and expensive solid-phase rare earth extraction can be.
Even the HREE producers coming on stream in the next two years will have little choice but to sell their products to Chinese or Japanese rare-earth metal and alloy producers. There is no other location for them to go.
It's a complicated business, but the geologist has a simple recipe for successful rare earth mining discusses some exciting projects with all the right ingredients and a technique that makes processing both profitable and environmentally friendly.
Is the rare earths space an industry in decline, a bubble popped? Not so, says the head of global research and clean technologies analyst at Byron Capital Markets. Hykawy says establishing a supply outside of China could breathe new life into this exiled market.
The rare earths business isn't unlike a Formula One race, according to the vice-president and senior analyst with Dundee Capital Markets. Companies are speeding to reach production and find strategic partners to grease the wheels to the finish.