That's great stuff there dude. Totally nailed it.
RE supply chain for REPM
RE mining - RE processing - RE metals - RE alloys - REPM
What does NTU have to offer in setting up a ROW total RE supply chain? Very little, if anything at all. NTU sit about as far up the supply chain as possible.
NTU has such a small resource, is expecting to sell product at exorbitant prices and any company buying NTU product will still be totally reliant on China for further downstream processing.
Quote JL
"No one anywhere is going to build capacity to make rare earth metals and alloys and REPMs until and unless the supply of neodymium, praseodymium, terbium, and dysprosium is assured and secured for a reasonable foreseeable future."
NTU producing a HREO mix certainly won't change that fact.
Dream on dreamers...
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