Here is a translation of the Chinese press release: ” Rare-earth ore (rare earth oxides REO) extraction quota of total control of 89.2 thousand tons, of which 77,000 tons of light rare earth, the heavy rare-earth 12.2 thousand tons.”

Anyone have any ideas about the discrepancy?

One of my Australian friends within the REE-business answered Your question:

D Kingsnotrh is supposed to include the illegal production numbers which the government might deny to do.

Here is a translation of the Chinese press release: ” Rare-earth ore (rare earth oxides REO) extraction quota of total control of 89.2 thousand tons, of which 77,000 tons of light rare earth, the heavy rare-earth 12.2 thousand tons.”

Anyone have any ideas about the discrepancy?

I call on the Canadian government to establish a strategic reserve of precious metals comprised of the PGM’s and HREE’s. One-half of the reserve would be PGM’s and the other half would include HREE’s.

If these commodities are purchased from Canadian companies operating in Canada then it would create tens of thousands of jobs. It would also protect Canada’s future in the manufacturing industry in the areas of green technology, information technology and defence technology which are dependent on these commodities.

Also, I call on the government to toughen legislation on the takeover of Canadian firms who have interests in REE and HREE. No foreign firm should be allowed a majority interest in any of these companies. This is in the national interests of Canada.

Yours,

Dennis Carlton Rossi

do You think it’s possible to switch from TREE- to single REE-forecasts regarding demand/supply-matters? How would You pledge thinking of Neodymium and/or Gadolinium for instance?
Did You and others consider the application of special alloys(including REE) with giant magnetic caloric effect for all kinds of cooling/heating matters (i.e. electric vehicles with a “cold” power train!)?

Your answer is very much appreciated
Volkhart

JX-03 Rare Earth Compound Stabilizer

JX-03 is Rare earth compound stabilizer contains lubricant, which is applicable for non-conventional PVC materials. The product has excellent performance of inside and outside lubricating balance, processing and low separation. The product contains compound antioxygen and proper rare earth, which have obvious effect on increasing weather fastness of non-conventional PVC and the strength of fillet weld.

In my view, it is all very well looking at demand-supply trend charts for technology metals, but one should also consider changes in other fundamentals.

Composite or technology materials are changing thinking about engineering materials and revolutionizing engineering applications. Composites have a high strength to weight ratio. So you might NOT need X kilos of an REE to power a hybrid car or wind turbine, if its composite percentage is increased in the car body or wind structure..

This may affect future forecasts of demand per manufactured unit, except there may be many more cars and wind turbines in China and India.

Recycling will definitely have to be in the equation in these cases. Which reminds me that the Australian government still has no recycling policy for analogue TVs, despite analogue turn-off to occur within 3 years! One only hopes that counties treasure REEs more.

Like the stock market, trend charts can be useful, so long as fundamentals don’t change!

No wonder there is confusion!

(Please don’t ask me to rewrite the above, because I’m not really sure I could.)

I personally think there’s a good deal more mea-culpa in this correction than is warranted.