The U.S. Rare Earths Supply Chain Challenge – Part 1
In an ongoing series on how to solve the U.S. rare earths supply chain challenge, 3 Sr Editors from InvestorIntel and well-known Rare Earths Consultants begin the debate on whether or not a rare earths supply chain can be built in the US.
Participants include Tracy Weslosky, InvestorIntel’s Sr Editor, Publisher and Rare Earths Consultant; Jack Lifton, InvestorIntel’s Sr Editor, Host and Rare Earths Advisor; and Alastair Neill, InvestorIntel’s Sr Editor and Rare Earths Expert.
Jack Lifton starts the debate with: “Yes we can if the money is put forth and all of the skills necessary are there and even deposits are there. If you want to have the total rare earths that you need, for example, rare earth permanent magnets, you will need more than what is produced in the United States. You need to have Canadian content and Australian content. This is the base issue as the anchor of any supply chain is the raw material source. The issue here is money. No one in the United States, private or public, actually believes that the United States could produce rare earth permanent magnets competitively priced than those produced in China. I happen to believe we can.”
In this debate the experts address some of the misinformation and myths in the rare earths industry including the cost of separating rare earths and that the rare earths business is a mining business. To access the complete discussion, click here
Raj Shah has been a member of the InvestorIntel.com team for the last nearly 9 years. Recruited from Merrill Lynch, he has over 13 years’ ... <Read more about Raj Shah>