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It was actually two years, not one. From 2020 to now, Dod has had two years to do their diligence. They're not still 'phoning it i... - Theo

Rare earths by themselves do not affect the environment, and while most rare earths are harmless by themselves, mixtures of rare e... - Sadness

Theo During Covid all but the most essential Pentagon personnel worked from home. Due diligence on this project was by Zoom calls... - Jack Lifton

Lynas announced the phase 1 contract for the HRE plant in July 2020. It took the DOD a year to give the go ahead. Do you think the... - Theo

US, UK & Australia want an alternative source of light/heavy rare earths that’s independent of China. They don’t care if it’... - Frank

Thanks for the questioning article. I wrote recently about whether Lynas has now taken a prime position in terms of RE entitie... - Rare Earths Investor

Phillip, That makes no economic sense unless a separate stream, rich in HREEs, the oft mentioned , but so far undeveloped "Duncan ... - Jack Lifton

Theo, if you are correct then the DoD did no due diligence at all before awarding the 120 million.... - Jack Lifton

Jack, feedstock would come from Mt Weld upgraded by processing on-site and Malaysia (SEG, plus other HREOs).... - Phillip Hellman

Jack should maybe read and comprehend before he shoots off his mouth. The $30m is for light rare earth separation. $120m is for he... - Theo

DoD awards Australia’s Lynas $120 million to build a heavy rare earths facility in the USA: I have questions

June 24, 2022

Welcome to the Future, Critical Metals’ Ventures Discover Reality

Jack Lifton · December 31, 2021 · 4 Comments

Way back in 2011 there were nearly 250 rare earth themed junior mining ventures looking at 400 “deposits” mainly in […]

Jack Lifton on the real challenge of China Incorporated on the global supply of rare earths

Jack Lifton · November 09, 2020 · 9 Comments

China’s recent re-enactment of its export “prohibition” list illustrates the differences between the impact of the West’s “financial globalization” and of […]

June 24, 2022
Byron W King talks to Energy Fuels and Ur-Energy about rampi ...
June 23, 2022
Dev Randhawa of Fission 3.0 talks about US reliance on Russi ...
June 23, 2022
The Uranium Bull in the Room – Why the Excitement is Back ...
June 23, 2022
Leading critical materials CEOs discuss the rising world dem ...
June 22, 2022
Peter Cashin of Imperial Mining talks about scandium’s imp ...
June 21, 2022
Peter Cashin on the “earth shattering” PEA for Imperial ...
June 21, 2022
Mark Chalmers and Constantine Karayannopoulos on working tog ...
June 20, 2022
Industry experts talk about silver’s bright future on Inve ...
June 20, 2022
Hubert Lau talks about TrustBIX entering a new growth phase ...
June 17, 2022
June 15, 2022
Frederick Kozak of Appia Rare Earths & Uranium talks about n ...
June 10, 2022
Greg Andrews of Search Minerals talks about their newly rele ...

Gianni Kovacevic with John Kaiser on China and Deglobalization of the Rare Earths Industry

Raj Shah · July 24, 2020

“What enabled China to do so well was this whole concept of globalized trade…It became a thing of who can […]

Jack Lifton on MP Materials (Molycorp) Return

Raj Shah · July 17, 2020 · 2 Comments

“Molycorp spent $1.8 billion to redevelop the (Mountain Pass) mine and vertically integrate that output through a separation plant to […]

Jack Lifton and Pini Althaus on USA Rare Earth’s mine to magnet strategy

Raj Shah · June 09, 2020

“You have formally announced a mine to magnet strategy. In the rare earths business, we have seen this before, in […]

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