Rare earths

[oak333]

It is getting hot. Pentagon tries to diminish the influence of
rare earths from China:

https://www.cnbc.com/2019/05/29/pent...ar-threat.html

[Markpti]

Is it possible that America will ever find itself in a state of violent war ever again?
What are the probabilities?
How should we and how can we prepare?
How necessary is it that America needs to become "vertical" in it's ability to prepare and sustain it's war machine (and industry)?
Can America (or any country) so prepare and sustain itself? Or, will the next one be so massive in violence that long-term sustainment is not the issue? Perhaps effectiveness is first and retaliatory strikes are essential.

Our "low cost" of living (and playing) is hidden in global sovereign debt. But that debt is the global "bond" (financial glue) that holds the globe's economic dynamism together. Perhaps "that" is what restrains nations from brinksmanship. But personal debt and increasing financial struggles and stresses are chipping away underneath all this.

Product costs will rise. The tight labor market is already substantially increasing service costs. Call an appliance maintenance person in and see.

Today, it's becoming harder to even afford or find someone to fix your lawn mower.

America will solves the Rare Earths challenge, but it will cost us. But perhaps that is best. We'll see.

[oak333]

This report from Bloomberg tries to calm the markets
re the rare earths.

Main points:
1) the situation is not a crisis
2) Lynas Corp. of Australia can supply the greater part
of USA needs. There are also some other, minor suppliers.

Lynas Corp. actually supplied Japan with rare earths in 2010,
when a conflict between China and Japan made China ban the
exports to Japan. What Japan did was simple to lend money
to Lynas at quite advantageous rates.

You can read here about Molycorp and Mountain Pass too.

[oak333]

This report from Bloomberg tries to calm the markets
re the rare earths.

Main points:
1) the situation is not a crisis
2) Lynas Corp. of Australia can supply the greater part
of USA needs. There are also some other, minor suppliers.

Lynas Corp. actually supplied Japan with rare earths in 2010,
when a conflict between China and Japan made China ban the
exports to Japan. What Japan did was simple to lend money
to Lynas at quite advantageous rates.

You can read here about Molycorp and Mountain Pass too.

Here is the link:

https://www.bloomberg.com/opinion/ar...ut-rare-earths

[oak333]

Lynas Corp. is trying to replace some of the exports of rare earths
from China:

https://news.yahoo.com/1-lynas-touts...161219810.html

[ConanTheLibertarian]

I know we don't recycle much in the US, but it's really high time we started.

It would be an outstanding domestic industry that lowers "pollution" by recycling.

There's Rare Earths in our Coal Ash Piles - that are always in the news as a "pollution" hazard.
We can process those ash piles for Rare Earths and Heavy Metals, and use that cash flow to safely convert the remnants into useful concrete or asphalt.

https://www.mining.com/us-coal-ash-h...ientists-find/

There are Rare Earths in Spent Nuclear Fuel. If we had active reprocessing for civilian nuclear fuel, those elements would be in the marketplace.

https://www.osti.gov/doepatents/bibl...t-nuclear-fuel

[Westerner]

IMO, we can't mine or recycle etc.. in the USA competivly because of liabilities, especially government mandated liabilities. And frivolous lawsuits that have set presidents for liability all in cost. It's frigging stupid.

And let one can work there whole lives, and they and their employers can pay hundreds of thousands of dollars in the many insurances that are mandated by government, then die on his/her last day at home, before retirement, and to bad so sad, they get nothing.

Often muse, the only mandated payroll insurance should be employee directed life insurance that pays off no matter what.

Just notching again, nevermind me....

[oak333]

A glimpse of the Chinese rare earth industry (video):

https://www.youtube.com/watch?v=ooVGeg2kkso

[vertical1]

I wonder what the "OH NO" has done to the arena of Rare Earths and the sourcing from China.

I think there may now be motivation to change the dynamic if possible.

[oak333]

NASA has found the solution to find rare earths: the moon.

https://www.zerohedge.com/geopolitic...al-china-heats