ARR 0.00% 26.5¢ american rare earths limited

News: ARR UPDATE 6-China bans export of rare earths processing tech over national security, page-41

  1. 781 Posts.
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    According to schwartz. According to Schwartz.

    Amigo.

    understand his statements and don't just parrot them.

    Lynas and MP are bonanza projects. The high capital costs and nominal operational costs are high, but due to their 50,000+ppm grades they are hugely profitable, even now with depressed oxide prices.
    Their cost to produce 1kg reo is $20, that's what most ionic projects are hoping for

    Compared to your average hard rock project, which are in the 1000's of ppm, they will be looking at processing costs around $200 per kg oxide.

    a few of the upper mid tier projects, like ARU, have grades around 20,000ppm, and looking at production costs around $50 per kg reo. A rebound in reo prices will quickly benefit them.

    it is these lower grade projects which schwartz is referring to when he says better relative production costs.

    theres nothing to find on allanite leach requirements cause there's no other comparisons. all previous tests have been heated but only for a few mins 225c and 6 hours less than 100c. So hard to guage how strong an acid they need.
    anything stronger than ph3 will cause issues with economics at these prices
    Last edited by MattAxel: 23/01/24
 
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