IMHO, As we now can see, there's an effort going on in the background, Common Thread is LCM (Magnet Alloy Produced)
The combined efforts of LCM (Less Common Metals), VAC (Vacuumschmelze), and IonicTechnologies are now central to the creation of a resilient, non-Chinese rare earth supply chain for Europe and the UK.
The Players
The collaboration between Ionic Technologies IXR, Less Common Metals LCM, and Vacuumschmelze VAC represents a vertically integrated, sovereign supply chain for rare earths in Europe and the UK. Their combined capabilities address critical gaps in the Western rare earth ecosystem, reducing dependence on Chinese imports and aligning with EU/UK policy goals, LCM (French Connection) .... Great Movie by the way!
Europe currently imports, 80-90% of its rare earth magnets and alloys from China, Ionicʼs technology enables the UK and EU to recycle magnets from wind turbines, EVs, and electronics, turning waste into high-purity REOs, LCMʼs expansion in France (Lacq and UK Cheshire) ensures that these REOs are converted into alloys/metals within Europe, not shipped to Asia.
LCM VAC Ionic partnership: Joint government grants to scale recycling, swarf recovery,and new alloy production, EMR, Ionic MOU, UKʼs largest EOL magnet recycling ecosystem, with EMRʼs 150+ sites feeding into Ionicʼs Belfast plant. Supply chain resilience: If Chinese supply is disrupted, these companies can provide the only local source of separated REOs, alloys, and finished magnets. The Key for EU/UK is to have a diverse supply chain with contributions from everyone in the RE sector.
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