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General Motors hat sich mit Niron Magnetics für eine neue Elektromotor-Magnettechnik zusammengetan, die ohne Seltene Erden auskommt.
Eisennitrid-Magnete bieten gegenüber den herkömmlichen Neodym-Magneten, die in EV-Motoren verwendet werden, erhebliche Vorteile. Sie verfügen über ein stärkeres Magnetfeld, was zur Entwicklung leichterer, kleinerer und effizienterer Motoren führen könnte."
https://www.golem.de/news/...itrid-magnete-einsetzen-2311-179292.html
Die Niron Aktie ist schon gut gelaufen. Mit dem Preisverfall beim "Konkurrenten selteneErden" kommt sie jetzt aber auch etwas zurück.
Die US-Niron ist wohl keine AG mehr. Schade ,: (
https://www.nironmagnetics.com/
https://www.cbsnews.com/detroit/news/...ts-without-rare-earth-metals/
GM, Stellantis investing in company that makes magnets without rare earth metals
Jennifer Kary | Posted on February 13, 2024
https://agmetalminer.com/2024/02/13/rare-earth-magnets-price-drop/
Massive Rare Earths Reserve Discovered in Wyoming
A new rare earths find in Wyoming could significantly impact the global rare earth market by lessening the United States’ reliance on China for vital minerals. Several businesses, including American Rare Earths Inc. and Ramaco Resources, recently discovered a large cache of rare earth deposits in the western state.
Es kommt immer mehr REM auf einen kleiner werdenden Markt. Auf den kirzen Hype in 2011 folgten zehn Hungerjahre. 2015 dann die Molycorp pleite.
Es bleibt spannend!
A metric ton equals about 2,200 pounds while a ton is 2,000 pounds.
“This exceeded our wildest dreams, and we only drilled on about 25% of the property,” said Donald Swartz, CEO of American Rare Earths.
The company is the U.S.-based unit of an Australian-founded exploration company working in Wyoming.
https://cowboystatedaily.com/2024/02/07/...-it-could-be-world-leader/
Produktionslizenzen für gemeinsame Batterien
Die Vereinbarung mit BYD macht BorgWarner laut einer Pressemitteilung zum einzigen Automobilzulieferer, der nicht mit FinDreams Battery verbunden ist und der die Rechte bekommt, die LFP-Batterien in Europa, Nord- und Südamerika sowie in ausgewählten Regionen des asiatisch-pazifischen Raums für schwere Nutzfahrzeuge der Klasse 3 und höher zu produzieren.
Da viele Hersteller von Elektrofahrzeugen zunehmend auf LFP-Chemie statt auf Batterien aus Nickel, Mangan und Kobalt (NMC) setzen, hat die Batterieentwicklung in diesem Markt besonderes Potenzial. Die Zellen haben eine geringere Energiedichte als NMC, sind aber billiger und benötigen keine Edelmetalle, deren Abbau oft umstritten ist. LFP-Batterien sind dabei die Welt von BYD, sodass selbst Tesla für einige seiner Modelle nicht nur in China, sondern auch in Europa auf LFP-Batterien von BYD umgestellt hat.
Die USA versuchen, ihre Lieferketten für Elektrofahrzeuge von chinesischen Batterieherstellern unabhängig zu machen, doch dies erweist sich als nicht so einfach. So kündigte Ford ein Werk für LFP-Batterien in Michigan an, das die Fähigkeit der US-Hersteller von Elektroautos zur Selbstversorgung zeigen sollte. Später wurde bekannt, dass auch dieses Werk die Zellen und das Know-how von dem chinesischen Batterieunternehmen CATL nutzt.
SIBANYE-Stillwater’s proposed Rhyolite Ridge lithium project in the US will fly even if it fails to qualify for benefits in terms of the country’s recently redrafted Inflation Reduction Act (IRA).
The IRA was written to encourage production of critical minerals in the US and reduce reliance on third party supply. But its critics say the economic cost of the tax benefits and subsidies will widen the budget deficit. Democrats underestimated the cost of the tax credits by as much as 300%, analysts at Goldman Sachs and Credit Suisse estimated in an article by Reuters last year. There is also growing political opposition to the Act, the newswire said.
The US department of energy conditionally granted the Rhyolite Ridge project, which will also mine boron, a $700m a low interest loan. Other benefits in the Act amount to hundreds of milllions in dollars over the life of the project, said Sibanye-Stillwater’s CEO Neal Froneman.
"However, the latest draft of the IRA excludes ‘rock-breakers’, reserving it for companies that refine metals instead. “We think it’s been misinterpreted by Treasury,” said Froneman in an interview last week. “The IRA is there to stimulate securing critical metals within the US and securing supply chains.”
Excluding most of the mineral supply chain was “not in the spirit in what the US is trying to achieve,” he said. Sibanye-Stillwater was “making representation”.
When announcing the end of the UAMPS project, NuScale’s Chief Executive Officer said on a conference call: “Once you’re on a dead horse, you dismount quickly. That’s where we are here.” The dead horse, in reality, is all the SMR projects. The sooner we get off this misguided quest, the more we can focus on rationally dealing with our energy and climate challenges.
https://www.utilitydive.com/news/...odular-reactor-ramanasmr-/705717/
Lynas hat im Januar Schockzahlen geliefert und wird seither abverkauft aber das ist halt ein Weltmarktführer bei REE und die kriegen den Arsch immer wieder hoch. Viele REE Buden sind zu Pennystocks verkommen.
ILUKA ist zwar eher ein Mineralsandplayer, hat aber ne Halde REE auf dem Hof liegen und baut gerade eine Anlage zum separieren. Da sind die Kosten aber total aus dem Ruder gelaufen. Das wäre dann evtl. meine 2 Wahl, da die gutes Geld verdienen mit Rutil. Zirkon & co.
Ob's was wird?
https://www.miningmx.com/top-story/...monds-as-necessary-step-change/
An ETF backed with physical product may then create a new source of demand for diamonds. “I think that type of thinking is what has to occur in the diamond industry to take it forward in a different way,” he said.
“Is it likely to be successful? No-one knows, but unless we do something different, the one thing we do know is the industry won’t prosper if it doesn’t put money into marketing its products, or creates new products that actually drive demand.”
In der heutigen Zeit mit Superrechenpower und R&D an allem und alles scheint nix mehr undenkbar. Brauchts nächstes Jahr noch Lithium für Akkus oder ganz was andres oder TiO2 für Keramik oder Pt/Pd für Brennstoffzellen oder Felder zum Getreidebau?
Aber dann gehts wieder andersrum. Statt Laserwaffen werden Panzer und Klappspaten für die Front produziert...
Australia-focused mineral sands and rare earths miner Iluka Resources has reported lower year-on-year production for most of its commodities owing to inventory management and a major maintenance outage in the quarter ended March 31.
The company’s zircon/rutile/synthetic rutile production totalled 87 000 t, comprising 24 000 t of zircon sand, 13 000 t of zircon in concentrate, 37 000 t of synthetic rutile and 12 200 t of rutile.
Zircon sand output decreased by 59% year-on-year, while synthetic rutile output decreased by 55% year-on-year.
The overall output of these commodities was 42% lower compared with the first quarter of last year, which saw the company produce 150 900 t of zircon/rutile/synthetic rutile.
Ilmenite production was also lower at 69 000 t, compared with 152 300 t produced in the same quarter of last year, marking a 54% year-on-year decrease.
The Narngulu mineral separation plant for zircon and rutile production had been offline for six weeks in the reporting period owing to inventory management, while the SR2 kiln for synthetic rutile had a major maintenance outage and remains offline owing to market conditions.
Iluka explains that an increased weighting of zircon sand in the sales mix reflects tighter market conditions for premium grade sand when compared with lower quality grades and concentrates in general. “Demand continues to reflect underlying consumption as customers remain reluctant to restock,” the company adds.
This while the titanium dioxide market appears to experience better seasonal demand, with pigment prices following the stronger demand trend.
The company’s mineral sands revenue totalled A$268-million in the quarter under review, which is a positive increase of 4.4% compared with revenue of A$257-million generated in the same quarter of last year.
Meanwhile, Iluka is building Australia’s first fully integrated refinery for the production of separated rare earth oxides at Eneabba, in Western Australia.
Iluka has a strategic partnership with the Australian government in place, with government having provided Iluka with a $1.25-billion non-recourse loan under the Critical Minerals Facility administered by Export Finance Australia.
The company last year completed bulk earthworks on the site, with upgrades to the main mine access road and water pipework being underway.
The company is also advancing various procurement packages ahead of construction on the project. Iluka expects to spend between $1.7-billion and $1.8-billion on the project.
Iluka is also advancing the Balranald rutile-rich development in New South Wales, with the project being on track for commissioning in the second half of 2025, as well as the Wimmera project, in Victoria, which is still in the definitive feasibility study stage.
The company will continue to do exploration in Australia and the US, after having conducted 16 161 m of drilling in the reporting quarter.
https://m.miningweekly.com/article/...cal-minerals-company-2024-04-22
It says that the addition of a low-cost source of REE raw materials to Energy Fuels' US REE production infrastructure, along with a sustainable low-cost source of uranium production, is expected to be highly accretive to its shareholders on a net asset value per share basis, with potential to unlock significant further upside.
Base informs that its proven leadership team will be retained and continue to oversee the development and operation of the Toliara project and the completion of operations and closure of its Kwale operations, in Kenya, as well as the progression of other mineral sands and rare earths interests of the combined group.
Then we must consider current suppliers and whether there is the possibility that CBMM's mine, Araxa, could begin to wind down. This is far from likely. According to a recent article, it would appear that "Brazil has approximately 98% of the known reserves in the world, followed by Canada and Australia. A survey by the National Mining Department (DNPM), which was superseded in 2018 by the National Mining Agency (ANM), placed the proven reserves in Brazil at 842.4 million metric tons. Of the total reserves in the country, 75% are in Araxa". In other words, Araxa can increase production still further and still be in operation for many decades.
It is believed that the Elk Creek project will produce around 7,055 tonnes of ferroniobium as the primary product plus 102 tonnes of scandium trioxide and 12,000 tonnes of titanium dioxide annually over its 38-year operating life. However, to develop this deposit, the company has stated that there will likely be an equity raise, leading to share dilution for existing shareholders. Once the money is raised, according to the feasibility study (page 517), it could be more than 3 years before the mine is in production and the company begins to see some revenue.
In my view, the world's leading producers can easily ramp up production to meet demand thus negating the requirement for additional supplies.
https://seekingalpha.com/article/...me-to-short-this-overvalued-stock
Patriot Battery Metals Inc. ist ein auf in Hartgestein lagernde Lithiumvorkommen ausgerichtetes Explorationsunternehmen, das sich auf die Weiterentwicklung seines großflächigen, zu 100 % unternehmenseigenen Konzessionsgebiets Corvette in der Region Eeyou Istchee James Bay in der kanadischen Provinz Quebec konzentriert, das in der Nähe der regionalen Straßen- und Stromleitungsinfrastruktur liegt. Das Konzessionsgebiet Corvette beherbergt den Spodumen-Pegmatitkörper CV5, der anhand einer ersten Schätzung eine vermutete Mineralressource1 von 109,2 Mio. t mit 1,42 % Li2O aufweist. Basierend auf dem enthaltenen Lithiumcarbonatäquivalent (LCE) ist es als größte Lithium-Pegmatit-Ressource auf dem amerikanischen Kontinent sowie als eine der zehn größten Lithium-Pegmatit-Ressourcen der Welt einzustufen. Darüber hinaus beherbergt das Konzessionsgebiet Corvette zahlreiche weitere Spodumen-Pegmatit-Cluster, in denen noch keine Testbohrungen stattgefunden haben, sowie einen aussichtsreichen Entwicklungszug von über 20 km Länge, dessen Bewertung noch aussteht.
https://www.wallstreet-online.de/nachricht/...erung-patriot-albemarle
Promt gibt der Lithiumpreis wieder nach.