A little of my research.GRL cops a fair bit of flack in this...

A little of my research.

GRL cops a fair bit of flack in this forum. At the moment I am a holder, I believe JO deserves our support.

First the video.

Rare Earth Mining: The Key to our Technological Future | FD Engineering (youtube.com)

The conclusion of my research. Yes, I used Copilot!!!

Sent by Copilot:

Sure, based on the information provided, here’s a ranking of the key players challenging China’s dominance in rare earth element (REE) production, considering factors like resource size, grade, strategic importance, and current operations:

1. Lynas Corporation (Australia)

• Mount Weld Mine: High-grade resource and significant production capacity.
• Processing Facilities: Advanced facilities in Malaysia.
• Strategic Importance: Largest non-Chinese producer of REEs.

2. MP Materials (USA)

• Mountain Pass Mine: Only operating REE mine in the USA.
• Expansion Plans: Investing in downstream processing capabilities.
• Strategic Role: Key player in reducing US reliance on Chinese REEs.

3. Narraburra Deposit (Godolphin Resources, Australia)

• Large Resource Size: 94.9 million tonnes at 739 ppm TREO.
• High Extraction Rates: Up to 96% for key REEs.
• Strategic Importance: Recognized as a critical minerals project by the Australian Government.

4. Halleck Creek Deposit (American Rare Earths, USA)

• Massive Potential: Potentially the largest REE deposit in North America.
• High-Grade Intersections: Significant exploration potential.
• Strategic Importance: Crucial for expanding domestic REE supply in the USA.

5. Greenland Minerals (Greenland)

• Kvanefjeld Project: One of the largest undeveloped REE deposits globally.
• Geopolitical Significance: Strategic importance for diversifying global REE supply chains.

6. Arafura Resources (Australia)

• Nolans Project: Significant REE project with integrated mining and processing plans.
• Strategic Value: Enhances Australia’s position in the global REE market.

7. Alkane Resources (Australia)

• Dubbo Project: Polymetallic project with significant REE resources.
• Strategic Potential: Supplies a diverse range of critical minerals.

Conclusion

• Top Challengers: Lynas Corporation and MP Materials are currently the most prominent challengers to China’s REE production.
• Emerging Players: Narraburra and Halleck Creek have significant potential to become major producers.
• Strategic Projects: Greenland Minerals, Arafura Resources, and Alkane Resources also play crucial roles in diversifying global REE supply.