US domestic heavy rare earths separation facilities to be built by LYNAS

Uncertainties surrounding current conflicts in the world as well as geopolitical tensions favor strategic decision-making. The US Department of Defense will pay for the construction in Texas of the rare earths separation plant.

----------------------

Les incertitudes entourant les conflits actuels dans le monde ainsi que les tensions géopolitiques favorisent des prises de décisions stratégiques. Le département de la défense américaine paiera la construction au Texas de l'usine de séparation des terres rares.


Risk / Impact

  • Development of a local supply-chain for HREE (Heavy rare earth).

  • Reduced US strategic vulnerability to China

  • Bringing Australian know-how (developed by former Solvay engineers) closer to the US

  • Future US-AUS Industrial Capability Development Opportunity

  • Strengthening of the Lynas supply chain outside China (for HREEs)

--------------------------------------------

  • Développement d'une supply-chain local pour les HREE (Heavy rare earth).

  • Réduction de la vulnérabilité stratégique des US par rapport à la Chine

  • Rapprochement du savoir faire Australien (développé par les anciens de Solvay) vers les US

  • Opportunité de développement de future capacité industrielle US-AUS

  • Renforcement de la supply-chain de Lynas hors Chine (pour les HREE)

ESG

  • Change in CO2 emissions balances on new supply chains

  • Impact on the US air/ground/water environment and maritime transport

  • Use of metals vs types of weapons (conventional, unconventional, defensive, tactical, offensive).

  • Operational transparency to be watched

--LK--


 

SOURCE:


Pentagon bankrolls rare earths plant as US plays catch-up to China

https://www.ft.com/content/5a974ea5-c863-406f-bab1-3cc6fe8d6ad2


Australia to offer cheap loans to boost production of rare earthshttps://www.ft.com/content/07788fa4-068c-11ea-a984-fbbacad9e7dd

6 views0 comments

Recent Posts

See All

Tesla claims that it can recover up to 92% of its battery cell. Unlike some of its competitors, Tesla is developping a battery recycling system and believes that its own closed-loop battery recycling

The value of a junior can be assessed but is difficult to measure in its entirety. Apart from the accounting facts, market conditions have a lot to do with it since it is the market that will authoriz