The just-announced MP Minerals-US DoD agreement puts a floor under LREE NdPr of $US110 kg. This is why Lynas and Illuka share prices shot up Friday.
"Feedstock availability does remain an important second challenge. Most rare earth mines outside China are heavily skewed toward light rare earths, with limited content of heavy rare earth. To fully maximize this (MP Minerals) deal, the United States may need to provide additional policy and de-risking support to an HREE mine abroad."
https://www.energypolicy.columbia.edu/mp-materials-deal-marks-a-significant-shift-in-us-rare-earths-policy/
And the ideal candidate for HREE supply is NTU. Its orebody is notably, uniquely rich in Dy & Tb.
When Mr Market realises this AND Dr Chalmers gets the Chinese out of the registry, NTU will see a major re-rate.
Ash
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The just-announced MP Minerals-US DoD agreement puts a floor...
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Last
3.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $292.5M |
Open | High | Low | Value | Volume |
3.6¢ | 3.6¢ | 3.4¢ | $104.9K | 2.976M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 2966004 | 3.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.5¢ | 313561 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
11 | 2966004 | 0.034 |
5 | 1258000 | 0.033 |
11 | 2119396 | 0.032 |
7 | 1458524 | 0.031 |
13 | 1508066 | 0.030 |
Price($) | Vol. | No. |
---|---|---|
0.035 | 313561 | 3 |
0.036 | 3172360 | 17 |
0.037 | 3770671 | 13 |
0.038 | 982101 | 9 |
0.039 | 1701452 | 6 |
Last trade - 16.10pm 28/07/2025 (20 minute delay) ? |
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