EDITOR: | April 21st, 2020 | 9 Comments

Father of “Technology Metals” Jack Lifton joins InvestorIntel Founder Tracy Weslosky to Launch the Technology Metals Show

| April 21, 2020 | 9 Comments
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CEOs, Scientists and Thought Leaders Discuss the Global Hunt for Critical Materials on an Exclusive Members Only Site

Toronto/Detroit, April 20 13, 2020 — Did you know that the U.S. Department of Defense is committing millions of dollars to bring rare earth manufacturing back to the United States, which makes this the most aggressive U.S. government intervention into the rare earths market in history?

And its not just rare earths, the uranium market has surged over 30% in just the last month — the race for critical materials is on. A global hunt is heating up to source a qualified hit list of 35 critical materials recognized by the U.S. Government that fuels international markets and global politics is the driver for the new Technology Metals Show.

Watch industry leaders in conversation with world-renowned rare earths expert Jack Lifton who coined the term “technology metals” go head-to-head through debate and discussion…or, catch a hard-hitting interview with critical materials’ consultant and investment banker Tracy Weslosky with questions no one else is asking! The TechnologyMetals.com site is your one-stop site for behind the scenes discussions, interviews and debates with industry leaders, investors, scientists and government officials.

In 2008 Jack Lifton and Tracy Weslosky went head to head on the issues relating to sustainability, rare earths and critical materials on CNBC’s Squawk box — only to discover, they were on the same side. Click here to find out Why Subscribe? or Subscribe Here

Aware of the increasing prioritization to secure the supply of 35 recognized critical materials by the U.S. Government, COVID-19 (the coronavirus) has kicked the sourcing mandate into overdrive. What was as one investor described as a “five minutes to midnight” scenario for savvy investors, has evolved into a reprioritization from the industry to the development and buildout of a critical materials supply chain, the clock is ticking…

The Technology Metals Show addresses 3-priorities that must now be set in the race for critical materials:

  1. The identification and prioritization of the individual critical materials necessary for our economic health;
  2. What steps are required to establish supply chains of enough of these critical materials to achieve a secure, readily accessible supply of critical materials for the consumer products’ industry as well as the defense industry; and,
  3. How we secure the skilled and experienced professionals (managers, engineers, and scientists) to implement and maintain total domestic supply chains for critical materials and the products they enable.

Led by Detroit-based critical materials expert and U.S. Government consultant Jack Lifton in regular conversations with critical materials’ leaders, along with investment banker Tracy Weslosky who follows our capital market drivers — the Technology Metals Show is committed to providing regular updates for industry and investors as we track these 35 qualified critical materials and the supply chains we need to achieve sustainability.

Click here to subscribe to the Technology Metals Show and get exclusive access to member only content through this exclusive site! Or Log-In Here for the latest conversations, debates, updates and interviews with the leaders, thought leaders and investors focused on issues relating to sustainability in the critical materials sector.

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For more information on the Technology Metals Show email us at [email protected] or reach us direct at +1 (416) 546-9233


Tracy Weslosky

Editor:

Tracy Weslosky is the CEO for InvestorIntel Corp. and founder of InvestorIntel.com, a trusted source of online market information for investors in the capital markets, ... <Read more about Tracy Weslosky>


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Comments

  • Tim Ainsworth

    DoD have awarded Phase 1 contract for HRE separation facility on domestic soil.

    April 22, 2020 - 8:08 AM

  • JJBeswick

    Very interesting! How many successful applicants are there and who?

    April 22, 2020 - 8:51 AM

  • Don

    The global hunt for critical materials, that’s easy prey, all they have to do is contact search minerals, they has enough rare earths to supply the world for the next 50 or years. EOM
    Don

    April 22, 2020 - 10:06 PM

  • Rare Earths Investor

    Very interesting moves by the US re., support for a new rare earths related value chain. Lynas and MP Materials maybe going head to head to see who is going to be most effective in meeting US RE needs. Or, maybe the US does feel it needs several miners/processors for such a new chain. Regardless, few companies will get prime mover status in this potential chain so these moves will be a real guide for RE investors. Note AUS also just blocked Chinese investment in Northern Mins’ so maybe we are seeing several global moves afoot here. Again, get those US mining/processing permits going before 2020 is out (I have stated the reasons why in the past).

    April 23, 2020 - 7:49 AM

  • JJ

    This is a wierd decision. MP have a very good LIGHT RE deposit at Mt Pass but virtually none of the key heavy RE (Dy Tb). Are they proposing to process HRE concentrate from some other source??

    April 23, 2020 - 10:43 AM

    • Jack Lifton

      MP proposes to bring Project Phoenix into operation. This was a 20,000 tpa behemoth that was never run. It has been sitting five years now. The DoD wants a proposal for a 5,000 ton system that can separate all of the rare earths. Project Phoenix was not designed for that purpose, so I think that MP will have to start over again. It would be a daunting and very expensive task. Lynas now operating SX system with a current capacity of 22,000 tpa is also limited to separating the light rare earths, (La, Ce, Nd, Pr), and was not designed or engineered for anything more. If Lynas plans to build a rare earth SX separation system in Texas of 5,000 tpa it will have to be designed and constructed from the ground up. The only mid-range and heavy rare earth separation system outside of China is a nitrate fed system at LaRochelle France owned by Solvay. It is shut down for economic reasons and is unlikely to be restarted. It has 1800 mixer settlers and a yearly capacity output of 9000 tonnes. Lynas would likely call in the Chinese engineers who designed the process at Kuantan and MP would probably use Shenghe, which operates a vertically integrated rare earth permanent magnet operation in China. How any of this does not give China access to the outout and use of those plants is a mystery to me, but apparently not to the DoD.

      April 23, 2020 - 12:14 PM

    • Jack Lifton

      There are no commercially recoverable heavy rare earths in the Mountain Pass deposit.

      April 23, 2020 - 12:19 PM

  • Tim Ainsworth

    Jack, suggest you wait for Lynas final config at Kalgoorlie before making any calls on Texas.

    LAMP SEG/HRE was originally destined to La Rochelle for separation before the collapse of Solvay’s phosphors business, has been produced as a carbonate now for over seven years, anybody seriously believe Lynas hasn’t explored the most efficient means of processing, without resorting to the Chinese?

    May 4, 2020 - 9:07 AM

    • Jack Lifton

      Tim,

      I had a meeting with Amanda Lacaze in Singapore in the Fall of 2017 the morning I returned to Singapore from Kuala Lumpur where I had met with the Minister of Mines who told me that the government would entertain a proposal from Lynas to expand its capacity at Kuantan to include SEG/HREE processing and metal/alloy making with government debt financing. Amanda adamantly rejected the proposal saying that Lynas had neither the time not the manpower. It was then fighting for its life, she stated. So, if any work has been done in expanding Lynas separation suite fitness only during the last two years.
      Jack

      May 4, 2020 - 9:18 AM

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