No need to speculate, just a bit of DD on the multiple US Govt reports back to 2009:
> DoD demand is 0.09% of global
> US has no middle supply chain to turn REO into anything useful other than catalysts, and would take a decade to rebuild IF there were the desire/incentive
Plenty of others, depressing reading, I'll post a few more if anyone wants to take the trouble.
Meantime, DonT autographs an "EO" and tosses a whole $5M into a publicity stunt, vs:
201 7 years Baotou rare earth industry restructuring and upgrading pilot project summary table
Serial number
Company Name
project name
1
North Rare Earth Group
Rare Earth Products smart manufacturing project
2
Baotou 天工 Motor Co., Ltd.
Special equipment supporting the use of energy efficient rare earth permanent magnet motor production line upgrade project
3
Inner Mongolia Xinyu Rare Earth Functional Materials Co., Ltd.
Annual output of 2,000 tons of nano-rare earth industrial production projects
4
Baotou Rare Earth Research Institute
New high-capacity low-self-discharge rare earth hydrogen storage alloy industrialization project
5
Chinese Academy of Sciences Baotou Rare Earth R & D Center
Rare earth steel and new permanent magnet materials with high purity rare earth metal research and development production base automation project
6
Baotou Rare Earth Research Institute
Rare earth magnesium alloy die-casting and extrusion profiles of industrial projects
7
Baotou City Jin Pa Technology Co., Ltd.
20 million Wh / year power battery integrated system production line project
8
Baotou Shen head Rare Earth Technology Development Co., Ltd.
400 tons of high-performance radial cylindrical miniature permanent magnet project
9
Baotou Hailiang Technology Co., Ltd.
2,000 tons of high-performance multi-purpose rare earth polishing material project
10
Baotou Branch Intelligent Technology Co., Ltd.
Annual output of 50,000 sets of servo motor project
11
Baotou in Ketai magnetic coating technology limited liability company
NdFeB super corrosion resistant coating industrialization projects
12
Baotou Xidi Rui Technology Co., Ltd.
NdFeB heavy rare earth grain boundary diffusion technology research and equipment industry development projects
13
Baotou Zhongke Century Technology Co., Ltd.
With an annual output of 50,000 tons of rare earth sulfide production line project
14
Baotou Jiang Xin Micro Motor Technology Co., Ltd.
Smartphone Camera Development of a manufacturing line project with Micro Drive Motor (VCM)
15
Baotou Branch into Environmental Protection Technology Co., Ltd. 000
Iron-based rare earth metal composite adsorbent pilot research and development base project
16
Baotou Yingman Technology Co., Ltd.
Rare Earth Oxide Powder and Coating Project
17
Baotou Hao Yu Bo Yuan Industrial Co., Ltd.
Energy-efficient high-temperature petroleum motor high-performance samarium cobalt magnetic sheet processing projects
18
Baotou City Corum new material development limited liability company
Annual output of 3,000 tons of rare earth fine grinding materials project
19
Baotou City Zhongxin Aetna Magnetic Co., Ltd.
8000 tons of high-rare earth permanent magnet materials project
20
Baotou Xincheng Hao Electronics Co., Ltd.
Energy-saving low-cost processing of NdFeB magnetic tile components project
twenty one
Baotou Huijin New Materials Technology Co., Ltd.
Rare Earth Al-Mg Alloy Precision Molding Technology and Industrialization Project
twenty two
Baotou Jiuyuan Industrial Park Development and Construction Co., Ltd.
Rare Earth New Materials R & D Center and infrastructure facilities projects
twenty three
Inner Mongolia Rare Earth Functional Materials Innovation Center Co., Ltd.
Inner Mongolia Rare Earth Functional Materials Innovation Center construction projects
twenty four
Baotou Hao Ming Rare Earth New Power Technology Co., Ltd.
New Energy Vehicle Battery, Electric and Industrial Park project
25
Mindaina Baotou Optoelectronics Technology Co., Ltd.
13.6 million tablets / sapphire, semiconductor and hard disk substrate polishing project
26
Baotou Wang Bot Technology Co., Ltd.
Green Rare Earth Pigment industrialization projects
27
North Rare Earth Group
65% rare earth concentrate Baotou Iron and Steel Company and efficient extraction of demonstration projects
"Rare Earth Functional Materials Innovation Center in Inner Mongolia by the North China Rare Earth Group, Baotou Rare Earth Research Institute, Chinese Academy of Sciences Baotou Rare Earth R & D Center and other twelve shareholder units jointly build a scientific and technological innovation research and development platform. Innovation Center will rely on Baotou City's existing state-level key laboratories and technology centers to set up a new center for testing and evaluation of rare earth materials, testing and testing of rare earth magnetic materials, hydrogen storage materials, polishing materials, catalytic additives, etc., Materials companies and downstream applications to provide technical evaluation, design testing, functional verification and other services. In addition, the center will also speed up personnel training and exchange and cooperation to meet industrial development needs through cooperation among industry, universities and research institutes; accelerate the transformation and commercialization of innovative achievements by incubating rare earth new materials enterprises and actively carry out international scientific and technological cooperation; introduce advanced foreign equipment and advanced Technology, absorb and digest and re-innovate, and finally become the innovation center of national-level cutting-edge technologies and common key technologies to promote the production and application of rare earth functional materials in China to quickly reach the international advanced level."
"Effective provision of industrial policy support. In 2017, the hi-tech zones introduced special policies from raw material security, new material sales incentives, electricity power price of multilateral exchanges and local matching procurement incentives to pave the way for the development of enterprises. Up to now, high-tech zones approved a total of 495 million yuan of special funds for the transformation and upgrading of national rare earth industries, access to 1.120 billion yuan investment and transformation of Baotou Rare Earth Industry Investment Fund, Rare Earth new urban areas for the financial resources to reward rare earth new materials 250 million yuan."
(20min delay)