Seltene Erden, Lithium & Co billig oder obsolet?

Energy Fuels points out that, once in production, the monazite from Toliara will provide a large portion of the raw materials needed for Energy Fuels' rapidly expanding rare earth element (REE) oxide production facility at the White Mesa mill.

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.  

Elk Creek is by no means the only new niobium source. In fact, some deposits are further advanced and have a greater capacity than Elk Creek. The Taseko Mines' (TGB) niobium deposit, known as Aley, is expected to produce 9,000 tons of Niobium per year over its 24-year mine life. Taseko Mines is currently working on a feasibility study for the project, and, if the study is successful, the company could begin construction on the mine as early as 2026. Furthermore, Taseko Mines has a tad more than $7 million in the bank together with revenue from their other mining operations, so there is less risk of a large equity raise.

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 A survey by the National Mining Department (DNPM), which was superseded in 2018 by the National Mining Agency (ANM), placed the proven reserves in Brazil at 842.4 million metric tons.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  

es werden ständig immer neue, grössere Vorkommen gemeldet, teilweise in erschlossenen Gebieten, also nix mit JanzWeitDraussen sondern mit Straßenanbindung und Stromversorgung.  : o

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.