Most of it is explained in this post, 400t (400,000kg) of High Purity REOs from Ionic Technologies, LCM (Magnet Alloy) and VAC (Magnet Maker) would supply this, I've posted this a few times, the original post explains the details if you want to do further research!
LCM and VAC operate in complementary stages of the rare earth magnet supply chain. LCMʼs 1,097 tpa of alloys enable VAC to produce 4,800 tpa of sintered magnets, leveraging VACʼs expertise in sintering and finishing. This division of labor ensures high-quality magnet productionwhile maintaining efficient supply chain specialization.
IXR Price at posting:
0.7¢ Sentiment: Buy Disclosure: Held
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