General Chat / Discussion, page-9513

@roblun and @FrankMe, I am liking these visits.

Nothing concrete yet, but securing supply may finally be sinking in, after the latest shift to rare earth state control by China.

This security must now be prevalent on the west's focus to ensure a domestic supply of rare earths.

The AUKUS alliance may just provide a massive tailwind for us.

"It was Great to host @USEnvoyNI and the team from US Consul General in Belfast! @IONIC_RE $IXRQuoteJoseph Kennedy III@USEnvoyNI·Jun 5Insightful visit to Ionic Technologies and incredible to see their innovations firsthand. Sustainable solutions are key to a net zero future."

I specifically chose this visit, due to the tie up now of the UK supporting and Australian company, which now may have US interest as well.

As Kim Beazley wrote about last May, Australia needs to take a more active approach here, or even a lead.


It is one of life’s ironies that the critical minerals vital to the technologies essential for dealing with climate change are the same that are vital for the effectiveness of weapons systems. Some 3400 US weapons systems use rare earth products vital for permanent magnets, which determine accuracy and effectiveness.

And yesterday, an article in the Mining journal, is finally promoting the pivot from the more traditionally understood commodity supercycle.
It will not be what we are used to seeing with a broad rise across all commodities, it will be a lot more targeted, and led by strategic value, as opposed to merely financials as a key driver.

https://www.mining-journal.com/base-metals/news/4330584/supercycle

"What we are seeing now is western governments are very focused on military issues," Ecclestone said. "We have not seen a military buildup like this since the Vietnam war." This increasing hostility is moving minerals increasingly into the geopolitical space. "Western allies is not just a military term, it's now an industrial term," Ecclestone said. "In the previous supercyle China was called a competitor, now it's an enemy." As a result, Ecclestone had a suggestion.
"I would buy military metals," he said, noting for example increased demand for tungsten as defence spending rises.

Western allies is not just a military term, it's now an industrial term........food for thought.
.
With this in mind, we seem to fit neatly into the new emerging narrative around commodities and its possible next supercycle.
We tick the boxes for the AUKUS alliance, and are strategically positioned in Belfast, with access to UK/European markets, and also hopefully now coming onto the US radar.
Tim has previously mentioned North America numerous times.

So hopefully where this is headed is beyond just magnets for cars, in very basic layman's terms.

Its securing supply for the Australian, UK/EU and US military complexes, and in particular, the possibility of our material eventually finding its way into some of the 3400 weapons systems,currently manufactured by the US.

With this shifting narrative, and the continuing military build we have not seen since the Vietnam war, you just never know...