RE:RE:RE:RE:RE:DoingLong and strong? Recent PRs and videos don't mention RSX cost or speed savings, No longer just Boyd Davis not mentioning that.
Speculation: maybe Ucore is seeing last year's claims aren't being backed up by CDF commissioning tests. Maybe Ucore management now realizing what I've been saying for a long time, it si difficult to tune (optimize) the process control for a chenical engineering operation, which rare earth separation is, and especially so when it is new and different. If it's not different than SX, there won't be cost or speed savings. So if it's faster, it must be different, and require its own process optimization. Having the foremost experts in the world on RSX leave before the CDF is complete and testing and tuning begin is probably not the best way to get the tuning done well and quickly. It could be that on an all-in long term basis, with maintenace cycles, etc, RSX, at least as (non-)optimized by Ucore/KPM/Boyd Davis, is MORE expensive than MP Materials' plant. If RSX is no cheaper than SX, Ucore's small plant size, even at 7500 tpa if it ever gets there, may be more expensive than MP. Presumably it's greener and more worker friendly/safer than China, but so is MP, which meets Califormia standards, which are the toughest anyhwere.
Or maybe RSX and Ucore wil be b!itchin', Anything's possible, but hardly a sure thing.