Thanks for sharing tech knowledge about the processing....

Thanks for sharing tech knowledge about the processing. Honestly, I don't know anything about the difference btw Mount Pass and Mt Weld. Anyway, two headwinds for Shenghe: US government subside and security concern.

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But the U.S. Department of Energy (DOE) has told government scientists not to collaborate with the mine’s owner, MP Materials, the DOE’s Critical Materials Institute told Reuters.

This is because MP Materials is almost a tenth-owned by a Chinese investor and relies heavily on Chinese sales and technical know-how, according to the company.

“Clearly, the MP Materials ownership structure is an issue,” said Tom Lograsso, interim director of the institute, the focal point of the U.S. government’s rare earths research and a facility that typically works closely with private industry.

“We’re going to allow the people in Washington to figure this out.”

American quandary: How to secure weapons-grade minerals without China | Reuters

Any hint from DOD's grant to Lynas and MP? Why Lynas got more?