NTU 5.00% 2.1¢ northern minerals limited

Ann: NTU well placed to capitalise from growing US demand for REs, page-4

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  1. 15,535 Posts.
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    Lol, Lynas has been producing HRE in a clean mixed carbonate for over 5 yrs, it originally planned to toll separate but demand & values have never made it viable.

    From 2016 LAMP SEG/HRE volumes would represent ~50tpa Dy & ~20tpa Tb.

    Currently Eu/Dy/Tb prices are so low Lynas is not even selling it, rather stockpiling the production.

    US DoD plans the purchase of 0.5t Dy in 2018, yep a massive 500kg of the stuff, that shows just how "vital" it is, not.

    "Government Stockpile: The Defense Logistics Agency’s annual materials plan for fiscal year 2018 included a potential acquisition of 0.5 tons of dysprosium, 18 tons of europium, 416 tons of unspecified rare earths, and 10 tons of yttrium oxide."

    https://minerals.usgs.gov/minerals/pubs/commodity/rare_earths/mcs-2018-raree.pdf

    Get a grip on reality.
 
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