By: Rare Earths Investor

Rare Earths Investor — Tue, 15 Jul 2025 20:31:08 +0000

The euphoric sense in the market today reminds some of us around then of the 2010 RE sector. That did not end well!
REI has talked this decade about prime movers in the RE sector with the old adage ‘to those who have will be given’. The strategic treatment of Lynas and in particular MP this week demonstrates that adage in the RE sector.
There are a few MOUs/LOIs with RE wannabees out there, but as to binding strategic support, nope most don’t have. We count 2-3 handfuls in the ROW (not including Shenghe’s Peak and VHM) with MP, Lynas, REEMF, Ucore, Noveon, E-VAC in the US. Then, we have private Torngat in CAD, NEO in the EU, Arafura, Iluka and ASM in AUS and Namibia CM in Africa. Also, not to forget the RE recyclers in Ionic Tech and HyProMag.
There is a lot of mining (trad/closed loop) and processing power represented in the names above alone.
GLTA – REI

Comments on: One Deal Doesn’t Make a Market: What Retail Investors Should Know About MP, USAR, and the Real Supply Chain

By: Rare Earths Investor