RE:Saskatchewan Government Getting Behind Rare EarthsAppia understandably seems delighted at this new processing news as it close to their project. Yet, how much feedstock would actually be needed for this new processing vs the number of CAD REE miners available? IMO, it is far less rather than more.
More importantly, no mention yet of how this new REE processing company has access to the required complex light and/or heavy REE processing knowledge. Remember it took 10 years for Lynas (ROW leader in LRE processing) to get to both full production and to iron out all their offtake specification problems that were confronted.
This new company suggests full production by the end of 2022, yet again, no information on feedstock, processing knowledge, offtake destinations (outside China) and very importantly the specification design for such product offtakes.
It’s an interesting move but I think we are well away from production with so many questions yet to be answered, even if Appia was the feedstock to be selected.
GLTA -
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