This is an excellent deep dive, and I appreciate how clearly you've unpacked the difference between headline TREO figures and what really matters — the actual rare earth distribution beneath that. The NdPr-centrism of the global value chain is something we hear a lot about in passing, but your breakdown of the by-product dynamics and structural oversupply of Ce/La is a much-needed clarification.
I startet buying several rare earth stocks (no China) continously since 2022 among others. This Part of my Portfolio has not performed well since then. This article encourages me to stay on that course and keep on. The time has not come yet.
Thanks for this very informative article. Very informative with this Dys/Terb Insight.
The most useful article I've read in weeks. I've been a shareholder in Lynas for 5 years and never knew any of this. And the article is not only useful, it's masterfully written, taking a relatively complex subject and explaining it in a crystal-clear manner. Great job!
This is really good to helping folks understand what is at stake beyond the surface "China bans rare earth metals exports" headlines in the news. I have subscribed and look forward to learning more through your writing!
Absolutely brilliant insight and explanation. I can sense the next report…which clay assets!!! In seriousness, please keep writing. Thank you
Awesome read. Looking forward to a piece on BRE!
Stay tuned 🔥
This is an excellent deep dive, and I appreciate how clearly you've unpacked the difference between headline TREO figures and what really matters — the actual rare earth distribution beneath that. The NdPr-centrism of the global value chain is something we hear a lot about in passing, but your breakdown of the by-product dynamics and structural oversupply of Ce/La is a much-needed clarification.
I startet buying several rare earth stocks (no China) continously since 2022 among others. This Part of my Portfolio has not performed well since then. This article encourages me to stay on that course and keep on. The time has not come yet.
Thanks for this very informative article. Very informative with this Dys/Terb Insight.
The most useful article I've read in weeks. I've been a shareholder in Lynas for 5 years and never knew any of this. And the article is not only useful, it's masterfully written, taking a relatively complex subject and explaining it in a crystal-clear manner. Great job!
This is really good to helping folks understand what is at stake beyond the surface "China bans rare earth metals exports" headlines in the news. I have subscribed and look forward to learning more through your writing!
Amazing, thoughtful contribution to a subject so few understand. Me especially :). Huge thanks.
Shed light on a topic of which I’m wholly ignorant, aside from the usual news headlines. Beautifully written.
A very practical and informative essay on the rare-earth political conundrum. The best I've read on this subject to date.
A very valid point, it is just a pity that you completely missed Angola off your Map and Longonjo's grades from your tables: Longonjo
In-Situ In-Situ
REOxide Ppm @ 4.2% TREO Percentage
La 10652.2 25.36%
Ce 18989.2 45.21%
Pr 2089.6 4.98%
Nd 7313.7 17.41%
Sm 975.0 2.32%
Eu 217.6 0.52%
Gd 467.3 1.11%
Tb 48.3 0.12%
Dy 222.9 0.53%
Ho 34.9 0.08%
Er 75.2 0.18%
Tm 8.9 0.02%
Yb 40.3 0.10%
Lu 5.4 0.01%
Y 859.5 2.05%
Total 42,000 100.00%