RE:Commission, SMC and fundingSMC1, SMC2, SMC3, SMC4 shoould be called SOC1, SOC2, SOC3, SOC4. Strategic Oxides Complex, not Metals. REO's aren't much good to most OEMs unless converted to metals, alloys, and maybe magnets. Will OEMs send SMC output to China? Or to metals, alloys, and magnet maufacturing plants beinbg built by MP Materials (Texas) or USA Rare Earth (Oklahoma)?
Does anyone think any Ucore SMC will be up and running before MP Materials's Mountain Pass and Lynas's Texas spearation plants are pperating at nameplate capacity run-rate?