Ann: RareX Investor Presentation - 121 Mining Investment APAC, page-156

The real “Critical” in the Critical Materials’ Supply Chain is — Vertical Integration.
https://investorintel.com/markets/technology-metals/technology-metals-intel/the-real-critical-in-the-critical-materials-supply-chain-is-actually-vertical-integration/

A great many promotional “announcements” by junior miners contain descriptive business models, of the development of mineral deposits into producing mines, which imply that the product of the mine will be a finished consumer product that is far along down the commercial product supply and value chains from the actual product of the mine. This is at best foolish and at worst purposely misleading.

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Junior miners, who seek investment only from rich nations know that even retail investors will be quickly bored by being told that the actual product of the mine seeking finance has, per se, little use other than as a feedstock for the next step in the total supply chain that eventually produces the product that they believe that they (the investors) understand, such as an electric car drive motor or the motorized actuator on a jet fighter plane, both of which are referred to only as if the total consumer/military mechanism ( a motor vehicle or an aircraft) depended critically for its existence upon the chemical element(s) being mined rather than on the complex components containing them in metal, alloy, or fine chemical forms produced by much more complex technologies far downstream of a mine.

There is no point in developing a supply of a chemical elements unless there is a total supply chain with the capacity and economics to utilize that volume to make the end user products.

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The re-creation of these total supply chains is the real “critical” problem. Not just developing deposits of critical materials. Mines alone are not the answer.

@Blue swims

(please please please please please be this...)