One need only scan Wiki or any of ILU's recent presentations to see the significance of the four key elements of the 17 REE elements: Terbium (Tb), Dysprosium (Dy), Praseodymium (Pr) and Neodymium (Nd).
It seems the main Ukrainian REE deposits are under Russian control. Good luck developing them in any useful timeframe. First ore would be a decade or more away. De-mining, removing unexploded ordinance, has to take precedence. Mining engineers and geologists don't like being blown up on the drive to work. Let me remind you WW1 ordinance is still being dug up in France a century later.
Trump's bluster doesn't change the fact that ex-China near-term supply can only come from Lynas, Iluka and Mountain Pass.
Sell out on the emergence of a fresh new rival if you want.
Ash
ILU Price at posting:
$4.53 Sentiment: None Disclosure: Held
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