REE

winston511

Are REE’s gonna rip tomorrow or will I get my ass chapped yet again

desperato61

Ai is going to be the cause of the true next world war. Whether it’s REE, or chip providers, it’s going to be the reason

pandershrek

$REE

No-Estimate-1510

If you work in the rare earth value chain you will realize the chances of US / western funded alternatives to Chinese REE supply chain succeeding is close to 0. The executives at many of these meme companies are there purely to scam government subsidies (like Northvolt in the EU). The stocks may be good pump and dump plays over the next few years as US China relationship remains volatile, but unless there is WW3 and US and China are on opposite sides, the long term value of these REE scams in the west should all be 0.

entinthemountains

This thread is about ASST, not REE

Pale-Lengthiness-770

Not sure why you think that. Rumours of an export ban (I’m assuming you mean a ban on Chinese Rare Earth Exports to the US) would bring these stocks up. MP (a miner), UUUU (a refiner and a miner), CRML (a miner) and UURAF (refiner) would all benefit from US/ western institutions being barred from consuming Chinese REE. It would also mean the US and the west would have to fast track/ financially prop up these 1st phase companies. This is what I mean by these stocks were priced in for perfection. Trumps tweet on the 10th caused these stocks to go crazy mode (looked like a deal wouldn’t happen) and then his tweet a few days later (saying the Chinese had a ‘bad moment’, and subsequent news on a china trade deal) caused these stocks to tank whilst the SP500 rallied (because China is the second largest economy and we want to be friends with them).  My view on the SP500 is that it’s driven by corporate earnings at a high level. The SP500 is not the economy. Corporate earnings are going up, will continue to go up at AI reduces COGS. I think we are at the start of a super cycle but that’s beside the point.  I have no idea what’s going on with ZIJIMY, I have never heard of it nor to I bother to look at Chinese companies. China in the long term will be punished for playing unfairly to the system everyone (the west) plays fair at (artificially pegging currency, stealing patents/ intellectual property, labour exploitation etc). LT view rare earths (particularly refiners like UURAF and UUUU) are the play because they are the backbone of the future. These stocks were extremely overbought and priced for perfect hence them falling. I will be buying more at a discount. The west cannot and will not rely on China (who has the upper hand) for much longer. You will be rewarded for riding out this volatility in the ST.  Sorry for the rant! Hope it helps 

Delamoor

Because for a lot of the fomo bagholders, it's absolutely never gonna reach the price they bought it at, so they have to do damage control. I'm glad I never touched it, but this is still decent advice that, as a newbie, I never considered much. I'm still sitting on a couple of horrible choices made during the REE bubble, trying to avoid locking in the loss.

ethereal3xp

Outline of the deal between the US and China regarding REE.

Miserable_Ad_728

I think people just sold including myself. Tariffs are off the table which means no restrictions for REE in the short term. This will pullback heavily unless the meeting goes south.

SunnyNights429

I think some ppl think it’s going to be a repeat of the REE export controls levied against Japan in 2010. But that was just a preview of the current escalation. I don’t see how one can go back to thinking that china will gleefully allow unfettered access to their REEs when they know the extent of the damage inflicted by restricting them. China’s best play would be to pretend that they’re cooperating on REEs while turning the screws even tighter.

SunnyNights429

Think about whether the dynamics that propelled these stocks have really changed or not. Will china remove the military use restrictions? Will china continue to maximally leverage their REE/critical mineral monopoly as they deem necessary? Did any of the underlying issues really change w/this ambiguous trade ‘deal’?

SunnyNights429

DoD awarded $UAMY a no-bid, indefinite $250 million contract. Plus, china restricted antimony (along with germanium and gallium) exports before they imposed REE controls. Doubt china is going to undo the Sb export controls in the foreseeable future.

SunnyNights429

lol ppl are actually falling for the china ‘deal’ scam. This is the umpteenth time that there’s been a china deal. Each time the REE controls become more stringent.

daedalus_dance

Naw. If anything the fact china is using its REE dominance in trade talks is proof of their value thesis. Lots of them are duds, sure :P

Honest-Handle-7282

China is very unlikely to keep the REEs from being exported with the current market reaction. most likely, they are using it for leverage in the upcoming meeting this week. meaning if they come to an agreement the REE stock will crash hard af

cootienxanh

Im down 50% on REE too. Planning to sell tmr for tax benefit and re-buy a month later. Don't think it will jump crazy in the next few weeks

wrongrobertpatrick

LAC — rip REE deals after China negotiations SMR/NNE - pre rev / over valued CCCX - 2 employees EOSE — too hot / -PE NBIS — hope you paid below 100

ahmetahaydemir

Yep, certainly. I think it will be even higher drop right at the pre market open. Around 10-15. Here is why I am sarcastic, I love you btw no hate : - You can literally pick anything else, tech that will benefit from china trade, crypto miners with btc pump, earnings plays like sofi. But you are talking about something that might recover as soon as the effect of the news fade off in the most obvious green day in weeks. - if you are shorting, why short UUUU, MP or USAR. They literally are the most important and stable ones with government deals and big contracts. Go short some REE or mineral company that only does not include processing, only mining. Since the news mainly reduce the rush for mining independency. MP never went below 60 since July with their Apple contract before this debacle was even started. Right now it is at 71, there is not even a very big bubble to pop. So basically because of these two 🙌

TRUJEEP

A little nervous about where MP stock will go if Trump makes an REE deal with China.

x7_omega

Headline pоrn with ugly details in the text: \> Chinese official said the two sides reached a **preliminary consensus** on topics including export controls, fentanyl and shipping levies. \> US Treasury Secretary Scott Bessent, speaking later in an interview with CBS News, said Trump’s threat of 100% tariffs on Chinese goods “is effectively off the table” and he expected the Asian nation to make **“substantial” soybean purchases** as well as offer a deferral on sweeping rare earth controls. The US wouldn’t change its export controls directed at China, he added. \> “So I would expect that the threat of the 100% has gone away, as has the threat of the immediate imposition of the Chinese initiating a worldwide export control regime,” Bessent said. He separately told ABC News he **believed** China would **delay its rare-earth restrictions “for a year** while they reexamine it.” So, preliminary consensus: China gives buys some beans, and keeps the REE restrictions looming - in exchange for what? 100% tariffs that would be payable at US border by consignee? Ha-ha. The article missed on the interesting part: what USA gives China in exchange for that. I guess we will have to wait for the Chinese version to elaborate on that.

JustHuckleberry2u

ARRNF for long term hold for REE play.

sunday_sassassin

Only heavy rare earth elements are in tight supply, most of them aren't, and governments globally are investing heavily into increasing REE supply independent of Chinese processing for strategic/geopolitical reasons rather than expectation of profits. Any commodity that sees a dramatic increase in supply without a matching increase in demand has its price crash, margins vanish, and once-exciting projects sputter and die (or wait until the next cycle). It's a risky bet for an investor after more than a year of hype and drama about rare earths.

PalpitationFrosty242

👀 looking at REE/mining companies

babayaga_1905

The REE is not only coming from China

tonufan

Yep. I was up 5-10% on my REE and was planning to sell the next day, but they crashed and I held on a little longer hoping I could get out a little less bruised. I was -30% across my positions. I had bad timing.

Rippedyanu1

Analyses have already been done on the viability for UUUU to produce NdPr, Dy and Tb that they mine and ship form Madagascar plus processing and found it to be competitive with China. It's not as cheap as China but it is competitive and able to turn a profit. Per UUUUs CEO Mark Chalmers remarks they are getting offers to buy their NdPr at a premium compared to Chinese NdPr. The same would almost certainly hold true for their Heavy REE in the future. Price flooring is essentially guaranteed at this point in the West however. What the floor is remains to be seen. The market is beginning to understand that bifurcation of minerals in general is happening and it's not going away for a long LONG time. The golden era of deeply intertwined economies is over and will eventually become two separate economies that barely interact with the other. How the fallout from that looks is anyone's guess.

x7_omega

I tasked Grok to dig through Chinese official and unofficial responses, reactions and announcements after Trump's latest performance. Not much officially, not even a formal acknowledgement. Short version: confidence in their strong position in any negotiations (if that term even applies with Trump) and choice of stong diplomats ("wolf warriors"), willingness to take short-term economic losses for defense of sovereignty, some throw-away things (such as soy contracts) to play with, absolutely nothing on strategic matters (nuclear weapons control, Taiwan, etc). Chinese state media coverage is "measured but firm, **emphasizing principled stance** on issues like rare earth exports and trade imbalances". Interesting details on the reason why Bessent complained about the lead Chinese diplomat, after which that guy was "removed". In the middle of the meeting with Bessent, that guy called home and ordered investigation opened into Nvidia (which now apparently lost Chinese market completely), and then added the REE restriction, the details of which Bessent did not tell Trump (but who knows really). That is why Trump was surprised and reacted with +100% tariffs, then immediately TACOed. So the Chinese apparently promoted that that "wolf warrior" diplomat, as his assignment and focus on USA talks are national priority, while WTO is not. Looks like Trump will get nothing out of Xi, perhaps some future-dated soy beans contract to present as an epic victory for US farmers. All that grand standing and cringy sweet talk ("I want good deal for China") was just branded bs to prop up the cracked market again. Chinese see that Trump consistently can't let markets have even a little red day without policy change, so they will likely use it against him, just as anyone would.

Rippedyanu1

They're already producing pure REE oxides (NdPr) at white mesa. They also have carbonate on hand to continue processing while more ore arrives to the mill but they are already doing solvent extraction as per their Q2 2025 release and have been for awhile now from what I recall. As for Dysprosium and Terbium oxide production it looks like they want to go commercial scale production by end of 2026 beginning of 2027.

neverpost4

Sound like this guy don't need no REE.

SidewaysFancyPrance

> So the West better set up the REE production pipeline This is a true statement regardless of what happens with China. The problem is that doing so takes large-scale investment and long-term planning without a short-term payoff, which require a competent government and a stable operating environment which we don't have.

schizobull

You’re in for a lotta pain. REE stocks have a better chance to run again if u bought at the top, than BYND

Xylus1985

At this point just tariff the Chinese REE to protect domestic industry. Would be an actual good use of tariff.

Living_Toe5741

I agree with you if China overplay the REE card, but the truth is, China will play it back and forth to take advantage of the cheap price they can offer which it is impossible for western countries to reach due to labour cost and other factors.  Once western manage to start to build up REE refine industries, China releases the restrictions, the rest world start to buy their REE again due to cheap prices, which crashes the new-born industries. And 3-5 years later, when tension escalate, China play the card again. In fact China had already done this in 2010s with restrictions to Japan.

Swift_42690

wtf is REE

neverpost4

The only thing that China wants at this point is full unrestricted access to the latest semiconductor manufacturing technologies (ASML, EDA tools). They will also want unrestricted access to the top line computer chips from Qualcomm and NVIDIA but that will be just temporary. For this, China may resume selling REE with no restrictions. Once the US gives up all these, the clock will be ticking. Chinese semiconductor production pipe line will catch up and may no longer need the Western tech anymore. At that point, they will reapply REE choack. So the West better set up the REE production pipeline if their own that can produce enough REE.

ACHINDAH

I believe you've got the sequence reversed. The U.S. action was a direct counter to China's initial move, which involved imposing global restrictions on rare earth element (REE) exports. To clarify: China initiated the restrictions first, prompting the U.S. to respond in kind.

WocketWaccoon

Tom “fat cuck” REE

corndog_messiah

Very different from a REE-session. A daily occurrence on this sub

Potential_Mobile4610

Seems like BYND is also sucking the air out of a lot of other trash like Quantum, REE, SMRs etc. Poison cures poison.

Routine_Excitement89

I am f*cked—and not in a good way—from the REE crash. Signed, B. Holder💰

Googgodno

Chinese extractable REE is about 44million tons.

Googgodno

https://globalaffairs.org/commentary-and-analysis/blogs/american-rare-earths-find-comes-short >The report requires close reading but it makes clear that the eventual extraction of REEs will be much smaller than the reported 2.34 billion tonnes. When REEs are discovered, the in-situ deposits are estimated based on grades of parts per million (ppm). In this case, the Halleck Creek site is estimated to have an average grade of 3195 ppm. With some relatively simple math, the report makes clear that total rare earth oxides contained in the deposit are estimated to be **7.5 million tonnes.** That is still a significant find, but certainly not enough to make the United States a leader in the REE market.

MyNameJeffLOOOL

Thanks, still believe in them long term (at least for Trumps term). But short-term volatility around US-China trade negotiations is too much for me to stomach when it's the entirety of my net worth 💀. Had a crazy run up then dropped 25% in 3 days last week for example. Gonna reevaluate in a month or 2 and then maybe get back in. Especially considering the $8.5 billion deal on REE's between US and AUS made yesterday (deals over the next 6 months). Still think the probability of UUUU getting a deal with DoE or DoW is high. I'd follow u/Steve_Zissouu2 either on here or his free substack and read through his posts, he's the king of critical minerals and was the reason I started looking into this sector.

Orange_Codex

They were overbought. People are realising that mines and infrastructure take more than a single administration to build, and require huge dilution to fund. Though NASDAQ and ASX REE stocks are by far the worst hit. My LSE and EU buys are 10% down since the rally, and Chinese just 3-5%.

North_creek257

REE is down so im thinking puts

Cilantrove

Reassessing US heavy REE (dysprosium / terbium) strategy to eliminate the chokepoint in defense capabilities. The Australian deal bridges the mine to magnet supply chain through oxide feed near term. Critical path for the Dy/Tb mine to magnet supply chain advances to metal alloy production. The sole non-chinese producer of Dy/Tb alloys today is LCM in the UK. $USAR  is leveraging LCM people, knowledge,  patents to replicate the UK plant at Stillwater, OK. Jointly, $UUUU and $USAR are to provide fully onshored mine to magnet supply chain of Dy/Tb, eliminating control and  transit risks to vital defense capabilities.

Cilantrove

Reassessing US heavy REE (dysprosium / terbium) strategy to eliminate the chokepoint in defense capabilities. The Australian deal bridges the mine to magnet supply chain through oxide feed near term. Critical path for the Dy/Tb mine to magnet supply chain advances to metal alloy production. The sole non-chinese producer of Dy/Tb alloys today is LCM in the UK. $USAR  is leveraging LCM people, knowledge,  patents to replicate the UK plant at Stillwater, OK. Jointly, $UUUU and $USAR are to provide fully onshored mine to magnet supply chain of Dy/Tb, eliminating control and  transit risks to vital defense capabilities.

Cilantrove

Reassessing US heavy REE (dysprosium / terbium) strategy to eliminate the chokepoint in defense capabilities. The Australian deal bridges the mine to magnet supply chain through oxide feed near term. Critical path for the Dy/Tb mine to magnet supply chain advances to metal alloy production. The sole non-chinese producer of Dy/Tb alloys today is LCM in the UK. $USAR  is leveraging LCM people, knowledge,  patents to replicate the UK plant at Stillwater, OK. Jointly, $UUUU and $USAR are to provide fully onshored mine to magnet supply chain of Dy/Tb, eliminating control and  transit risks to vital defense capabilities.

Stryker9110

Tom REE failed me

PalpitationFrosty242

quick need the next REE/Crypto/Quantum/AI play

Rippedyanu1

Same with UUUU. Unlike MP, UUUU is right now refining heavy REE along with NdPr. They're also doing a JV for one of the largest and now Australian govt backed mines (Donald JV) which will provide a significant amount of low cost REE ore. How they still have a third the mcap as MP is beyond me. Either MP is SIGNIFICANTLY overvalued or UUUU are significantly undervalued. And I'm willing to bet it's the latter.

Pure_Veterinarian374

WE BACK RE ROO REE! Calls on AMZN

Pure_Veterinarian374

WE BACK RE ROO REE! Calls on AMZN

ProfessionalMichael

$UUUU Joint Venture "DONALD PROJECT" Granted Major Project Status by Australian Government; Australian Prime Minister set to talk REE TODAY @ 11 EST in the White House. This could be 🚀🚀🚀🚀

running_to_empty

MMs trying to V this overinflated pig. They’ll succeed. They can’t exit their positions if the circuit breakers go off. It will be a slow bleed, with an occasional 3% drop. They need retail to bag hold all the worthless garbage they’ve been collecting, like REE companies, BTC miners, big tech that spent a fortune on their server farms, and high flying stocks with zero revenue.

wrongrobertpatrick

SPAC kings stayed too long REE kings stayed too long

Orange_Codex

Hold on, I'll have a better look at those tomorrow and see if they're exceptions (some REE plays are still millionaire-makers).

Orange_Codex

Mostly, yes. People are buying what companies could be worth if all long-term White House aims are met, in excess of what the companies actually offer medium-term. NAK is a fantastic example. Their chief asset is mired in a litany of legal disputes that mean it's unlikely to ever see the light of day. Non-US REE penny miners in similar positions (e.g. RBW and ETM) trade at a fraction of NAK's value, though their assets are much more promising. WWR is another example. I described their price as 'speculative' several days ago, before the 30% crash. Having the most developed graphite project in the contiguous fifty States is impressive - long-term ten-bag potential - but it's invisible next to the graphite China mines and exports *daily*. American investors just don't understand how badly they're losing the critical minerals race. UUUU is less obvious. The company's inflows are very diverse, but share price far outstrips fair value and nuclear energy won't be rocking up to turbo-charge the revenue for several years yet. Ultimately it's a better nuclear energy play than a rare earth stock. If someone wants rare earth upside without exposure to general commodity price swings, they're better off in the ETF.

WisdomPimp

REE tmr

Orange_Codex

The correction is sound. However much the US *wants* to compete with China as a global REE producer, it is at least a decade behind China's total market dominance. Many speculative plays were driven up to future valuations by strategic interest, and simply returned to 2025. I've also invested in Chinese rare earth stocks and they're just grinding up steadily. 1% here, 2% there.

Routine_Excitement89

I agree. I held some IONQ last summer but it was too volatile for me. This stock has had like 140 swings of more than 5% in e past year. But it will come back. I bought RGTI at 15 and 25, sold at 45, bought more and sold at 51. If only I’d been so smart with my REE stocks! I am down bad.

Vegetable_Lead_9110

200 shares SLV, $30k worth of WWR, and all on zero leverage so I wont get fucked by a margin call. Can we get one more mineral/REE run for the gods?

AccomplishedView4709

US should have declared REE as strategic importance to stockpile them like oil reserves. The US also need to have a sustainable plan for refining and producing REE domestically. The West can't keep rely on a country that are willing to use blackmail to supply a critical component.

running_to_empty

🥭 will announce Liberation Day 2.0. We are decoupling from Gyna. We will use all incoming tariffs to speed up REE mining and refining. Narrator: 10 years later, the U.S. finally gained independence on REEs. SPY at 1800.

mandarkatong

REE play is here to stay. China' lever.

medicsansgarantee

I’ve been watching this space since 2024. The main risk is the huge amount of capital required to ramp up production. One approach could be to DCA in tranches: invest a bit now, add another tranche once production increases by a certain amount, and another when it becomes regular output. The tricky part is China is clamping down on REE exports while simultaneously welcoming investors. Eventually, people may realize they can just set up operations in China or in China friendly regions, like some BRICS+ nations, in conjunction with Belt and Road initiatives. You can hedge by trying to play both sides, placing bets in different regions and DCA’ing over time based on whichever side advances faster. And honestly… it’s entirely possible that Trump meets Xi, they strike a deal, and China gives him towers in every city (they already have too many thanks to the real estate bubble lol), like, “Yo bro, how many towers you want?” and he just retires there after his presidency. And then all those REE production lines just go broke like his casinos lol

ROSC00

High risk, and I forecasted this stuff several years ago. Depends where and how. NEO, Can based, new Estonia plant, is severely under valued. Lynas is over values. USAR is undervalued but highly speculative. So the REE play has to intersect undervalued money generators, if not you have quantum bubbles within the REE realm. Say the US takes a hold of REEE makers, and sets ceiling (bessent yesterday), they are artificially lowering REE prices which is what China did to kill our REE sectors in cycles 2010- 2023. So, beware, a well supported REE sector, increasing supply-LOWERS THE REE PRICE. or the US states wanting to increase supply. What you have to do is pick up the winners, but unless Lynas opens 3 new mines in a week, staying 12-15 USD is nonsensical... Frankly, Gold and silver have a 25% upside for sure vs REEs. But say the EU starts stockpiling REEs, NEO will do very well and perhaps move from 20$ to 50 $. And here is a final thought, I have done well, many years 70% annual returns. But each time i bet 20-30,000 USD on the next big mining thing, lost 30-99% in hours at times. Yep, one rule change, one denied permit, 30,000 becomes 500$ overnight. Only in mining and resources have I experienced this. Including the famous Las Cristinas Gold reserves in Venezuela, tanking after Chavez decided to offer them to the Russians. So mining, REEs, anything BUT gold or silver be very very very careful, 300% now -99% tomorrow.

Chance_Cheetah_7678

Was just reading up on Google. Says processing 1 ton of REE's can produce 2,000 tons of toxic waste materials. Along with radioactivity and such.

Chance_Cheetah_7678

Cause it's incredibly environmentally toxic extracting REE's ? Wouldn't say virtue signalling if so. Btw .. thanks for your comments in this thread. Appreciated and interesting.

Organic_Vacation_267

Refining REE is where the biggest challenges are https://hir.harvard.edu/not-so-green-technology-the-complicated-legacy-of-rare-earth-mining/

Academic-Nature7333

with how REE prices are going i would say that this is a play until 2028 as thats when most allied mines to the USA will be producing REEs hence the deficit will be reduced, although with EVs becoming more and more prevelant i would expect the demand for these to continue increasing, another thing to explore is recyclers like ABAT and others who will be recycling these batterys and extracting the REE

gym_fun

You don't know that many representatives have no problem with setting price floor to protect domestic industrial workers. Also, you don't know that a coordinated REE price floor in G7, to counter dumping against CCP, is on the way. This is called neo-merchantism, which exists under capitalism. Rather, you think domestic workers, who are victim of unfair trade, don't matter.

2ndCousinofLiberty

So China throttles the REE market and we respond with "then we'll just stop buying Canola!"

Responsible-Base393

They export around a billion a year to US. Less money hurts. If US does it internally then that money is gone forever. Now see REE for similar.

Pure_Possession_2128

wtf right? All REE are dipping

neverpost4

They want zero export controls on advanced chip making equipment (especially ASML). When they get that, they will be on par with the rest of the world in 5 years. The question is, can the west be able to set up supply lines for REE by then? If not, perhaps Scramble for China ASAP may be the only answer. Wee little Belgian king wants to be in charge of the production...

Sunsebastian

Pulled some profits for single REE names, letting UUUU, UURAF, ARSMF, AARNF, ARXRF, TUNGF run - Put profits in SETM to forget ‘em. I trust Sprott. Next is looking into industrials, the amount of equipment will make players like CAT gain over time.

bwgulixk

USA rare earth processing and mining company. Already has production. USA government bought stake in July. China controlled all REE basically. F35 needs 100+ kg of rare earths, all of which basically from China. USA still needs these and is investing to make their own

Flukyflopz

not sure my friend but i highly doubt the american government will accept the chinese monopoly over the REE

CodFull2902

There is some western capacity for mining and refining REE, but expect that capacity to grow exponentially over the coming decade

Tiny-Art7074

I'm aware of that. It is, however, extremely difficult to find new economically viable REE deposits. I'm a part owner of a large one in Europe, and I work in the industry. 

PalpitationFrosty242

This is bigger than tariffs/REEs. China wants Taiwan - in exchange the US gets continued access to cheap China REE

Ok-Photo-6302

REE are not only in china, those materials are all over the world but are a disaster a disaster to get - you need to dissolve rocks with acids in order to separate good stuff what is needed is the will to turn the given region into an acid waste dump and time

Waste_Attorney_3251

Also, they announced they are able to recover REE's from waste mineral processing. This could be a good thing considering all the drama around REE's right now

pootklopp

My account would look very sad if I wasn't in REE, I should have taken the quick 20% or whatever when I followed the pump. Oh well.

Every_Recover_1766

I’m feeling impatient do I sell guys Down from -0.3% to -0.9% on REE

Ill-Ad-3171

Short term none of them can catch up on REE its a technical impossibility, but MP might get shit loads of subsidies and has links with mango.

Every_Recover_1766

REE down across the market right now GLX and SLV just both lost a bit microwave

Flukyflopz

REE is eveywhere in the world, the real problem is research how to unlock its full potential and having policies that allow to refine it.

baconography

Yes, and congrats. TBF, though, that whole *industry* is flying. However, it really does help to do the DD on all of these names that are flying, IF you plan to buy-and-hold (I don't, as I'm primarily a trader, not an investor). CRML, for instance, came onto the scene late because their parent company is European, and saw how these industry names were mooning, and wanted to get in on it. And as I mentioned before, Greenland mining introduces extra challenges that other REE ore mines don't experience. And just because it's in the ground, doesn't mean it's a viable business model. I worked in lab procurement, and I can tell you that China is still a good 10-12 years ahead of the U.S. in not just separation of the REE ores to individual oxides, but converting those oxides to pure bare metal. The U.S. is woefully dependent on China to do exactly this, for a long-ass time. The Greenland mine only has one such important REE that is attractive -- dysprosium -- but even the derivation of name should give you a clue as to the challenge of refining it: "*dysprositos*" is Greek for "hard to get at/to". Look; I don't wish you any ill will or anything, as my hope is that everyone profits. But just be cautious with this one, because I just don't see how they are going to be any better than the others out there, especially since all the other REEs in their ore samples either aren't in large enough concentrations (if useful ones), or less expensive from other sources (for the common ones like Nd and Pr), given the extra effort it is going to take CRML to bring them to market. I'm in the space, too, with UUUU and UAMY, and I plan to keep these for at least another few months.

Equal_Imagination300

REE

Flukyflopz

China used to have a monopoly over Silk, which they lost. Brazil had a monopoly over rubber, which they lost. It will take time but for sure the US will overcome the current struggle they face. Thats why all in REE

ProfessionalMichael

Any pullback is fear of uncertainty, but you call all be certain that there is a place for $UUUU in the US REE Chain, and the people who fear no deal paper-hands this stock at a sniff of a rout. Just the time to increase exposure.

daedalus_dance

People taking a look at Critical Minerals plays should really take a long, hard look at Chemours Company (CC). Catalysts and specialty chemicals are crucial to REE extraction, Chemours is deeply undervalued and already has a partnership with UUUU to supply mineral sands. It's also got shit to do with Titanium. Thank me later.

Jerikolol

REE its just profit taking since the entire market is red and ppl are taking profit on making +200% in a month ye?

serendrewpity

Exactly. China's REE announcement was just a data point. The $Trump-China conflict causes a stutter step on Friday. Look at the charts.

Honest-Handle-7282

Chinese REE export restrictions was in the news before last friday, around sep 24 when CRML started to rip. Trumps tweet just brought alot of visibility to it

Honest-Handle-7282

that was kind of my thinking. even if China goes back on restrictions US will need to have some assurance by developing REE industries

Honest-Handle-7282

I think you have a bit wrong. CRML is blowing up because china is blocking REE exports. if they didnt do that the stock would probably be flat

Keinermagmich

its REE Week i guess so APAAF might worth looking into