RE:MP and Lynas merger dies RapidSX Vs SX results, will make the industry question MP & Lynas sx systems.
The acreage comparisons alone are the 1st hint
80k sq ft @ 7500 tpa
Article says 150 acres
Ucore is already saying canada wants smc #2.
MP/Ly will @ minmum, contract Rapid as a back-up on their feed ---- liscensing...blah blah
A company used MP's feed in the DOD contract competition ----- Rapid won & DOD told Ucore to find a location & double the output.
The Alaska plan was 50% smaller.
Louisiana increased it to targeted 7500 tpa & has all been under direction of DOD.
The US needs are 50k tpa.
Ucore's 3 planned SMC's supply of 7500 tpa each, will not tank the market pricing & is the exact tpa void, left over from MP/Ly.
Maybe @ end of day, those 2 just focus on Lights & SMC's become Heavy & non-REE's.
Irony is, Ucore does not need any Mgt help from either of those 2 companies because it's their mixers & settlers, Vs 600 computer controlled points, through columns.
A system that can be turned off, turned back on monday a.m.. How long does a fire-up take malaysia.
Lol.
Yes....lynas will end wishing they had Ucore's financial "problems"
Ucore needs containment results & saying the sources are potentially enough feed, for ramping up to & including continuos 7500 tpa.
As Ucores demo plant validates feed source, those mining companies will become govt & industry supported for expanding &/or, final build-outs.
Throw in alloy/magnet .....wahlla....new supply chain
& the seperation solution, didn't cost the $1-$3 billon dollars projected in 2010.
Rapid proves out & there is zero reasoning for US to not break away from china Ree seperation for a military supply-chain, follwed by supplying every day commerce.
Under DPA, the DOD could sign pre-production, off-take agreement(s) that allows 5 yrs to full production.
Don't forget these new supply-chains will also sell into stockpiling.
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