Arafura Rare Earths Ltd, page-377

Twiggy (with Hastings), and Gina with MP, ARU etc.

There is a genuine connection to the next boom place in resources being Rare Earths: what’s your reason.

I have three thoughts;

1. Western supply chain requirement is way larger than we realised. Meaning cars will be left in cars if using Chinese parts due to slave labour, human rights and ESG. so they have to diversify.
2. New technology, with the added use of NdPr. Ie twiggy is heavily involved with Hydrogen. To sell Hydrogen commercially they have realised they need to add NdPr. I will link some reading next post.
3. Combination of both.

If you don’t mind. Whats your view, because this is clearly a space the big players want to be!