Good point. All the more reason to invest in ionic clay projects...

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manfredsmayhem

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29/02/24

18:05

Post #: 72678100
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Originally posted by Mallyrock: ↑

Government-driven incentives to decarbonise and the need for industry to have reliable products (EVs, wind power, etc) that can deal with extreme weather events Dysprosium (Dy) is essential. Presently, in the short to medium term for both its low cost structures and supply/demand matrix, it is unsustainable. Here's a paraphased quote from a 2018 report on Dy:

Outside of China, there are a handful of advanced rare earth development projects with potential to add significant quantities of dysprosium oxide. Looking ahead to 2025, while taking heed of the historic trends detailed herein, we believe that China’s dysprosium production alone, if not increased at an unprecedented rate, will be insufficient to support rising demand. PDF

2025 is almost here and it's only got worst!

Few prospective REEs publicly share their Dy data, except AR3.The economics announced here on Dy alone are impressive and this project just gets better and better. Something that often alludes the market is that unlike hard rock players, AR3 doesn’t have to prioritise them over the lighter and lower value NdPr oxides. That's because being a bona fide ionic-clay hosted resource, everything easily separates out and produces no radioactive waste streams.

AIMO, DYOR, GLTA(patient)H

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Good point. All the more reason to invest in ionic clay projects in Aus.

AR3 Price at posting: 11.0¢ Sentiment: Buy Disclosure: Not Held
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0 Great analysis

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