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特朗普笑了,“冤大头”终于出现,预言一年后,稀土会多到用不完
Sou Hu Cai Jing· 2025-10-23 04:06
美澳签下85亿稀土协议,热闹非凡,但实际却少了最重要的一步:提纯技术。特朗普笑得开心,表示一年后美国稀土多得用不完,白宫甚至喊出了要"破中 国垄断"的口号。看似一场"打破垄断"的壮举,实则漏算了最关键的一环——提纯。 美澳的签约仪式气氛热烈,协议中写得很清楚,澳洲将投入30亿美元开采稀土矿,并计划开发价值530亿美元的矿产,甚至美军还要在澳洲建一个镓金属加 工厂,年产100吨。这些动作看似雄心勃勃,目标明确,显然是瞄准了军工和芯片等战略领域。然而,关键问题被忽略了,稀土产业的核心从来不是"谁有 矿",而是"谁能提纯"。澳大利亚虽有3%的全球稀土储量,但就算全挖出来,没提纯技术照样白费。就像拿着一堆小麦,但没有磨面机,最后还是吃不到面 包。特朗普盯着矿山数量,却忽略了稀土精炼的技术环节。 中国在稀土领域的优势,根本不在矿产上,而是在提纯技术上。全球近90%的稀土精炼产能掌握在中国手中,这可不是靠运气来的。提纯稀土并非简单的筛 沙子,涉及到放射性废料的处理和酸浸液的管理,一不小心就会污染环境,技术门槛非常高。经过多年的发展,中国已经积累了大量的专利,配套设备和完 整的供应链,形成了别人很难突破的壁垒。 比如,世界 ...
MP Materials: Heart Of The Free World's Geopolitical 'Gold' Rush (NYSE:MP)
Seeking Alpha· 2025-10-22 13:44
Today, we're talking about "new-era gold", or what is more typically known as "rare earths." The global rare earth market is ~$15B annually and underpins all modern technologies. China currently controls ~90% of refined rareAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MP, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...
MP Materials: Heart Of The Free World's Geopolitical 'Gold' Rush
Seeking Alpha· 2025-10-22 13:44
Today, we're talking about "new-era gold", or more typically known as "rare earths." The global rare earth market is ~$15B annually and underpins all modern technologies. China currently controls ~90% of refined rare earth output, and ~60% ofAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MP, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seek ...
Blackboxstocks Inc. (NASDAQ: BLBX) Merger Target REAlloys Inc. and Japan's JOGMEC Sign Strategic MOU to Strengthen U.S., Japan Rare Earth Supply Chain
Prism Media Wire· 2025-10-22 12:30
Blackboxstocks Inc. (NASDAQ: BLBX) Merger Target REAlloys Inc. and Japan’s JOGMEC Sign Strategic MOU to Strengthen U.S., Japan Rare Earth Supply Chain New York, New York, October 22, 2025 – PRISM MediaWire (Press Release Service – Press Release Distribution) – Blackboxstocks Inc. (NASDAQ: BLBX) (“Blackboxstocks” or the “Company”) today announced that its merger target, REAlloys Inc. (“REAlloys”), has signed a Memorandum of Understanding (MOU) with the Japan Organization for Metals and Energy Security (JOGM ...
Blackboxstocks Inc. (NASDAQ: BLBX) Merger Target REAlloys Inc. and Japanese Government's ‘JOGMEC' Sign Strategic MOU to Strengthen U.S., Japan Rare Earth Supply Chain
Globenewswire· 2025-10-22 12:30
Core Insights - Blackboxstocks Inc. announced that its merger target, REAlloys Inc., has signed a Memorandum of Understanding (MOU) with JOGMEC to collaborate on rare earth development and technology transfer [1][2] Collaboration Details - The MOU marks JOGMEC's first engagement with a U.S.-based rare earth company, aligning with the U.S. efforts to enhance domestic rare earth capacity and reduce reliance on China [2][3] - REAlloys and JOGMEC will work together to develop high-performance rare earth materials and magnets, supporting the U.S.–Japan Alliance [3] Strategic Importance - JOGMEC has a history of developing non-Chinese rare earth supply chains, including significant investments in Australia and France, positioning Japan as a leader in resource security [2][9] - The collaboration aims to combine Japan's technological expertise with North America's industrial capacity to foster resource innovation and supply chain independence from China [4] Key Areas of Collaboration - Technology Transfer: JOGMEC will facilitate the transfer of advanced Japanese technologies to REAlloys for the production of magnets used in defense and semiconductor applications [7] - Investment and Financing: The parties will explore investment opportunities to support REAlloys' North American supply chain, covering mining, separation, and manufacturing [7] - Offtake Agreements: Structured agreements will be developed to ensure stable access to REAlloys' rare earth products for Japanese industries [7] - Resource Allocation: REAlloys will allocate resources from its Hoidas Lake project to Japanese users, complementing commitments to U.S. defense and energy programs [7] Company Overview - REAlloys Inc. is focused on building a North American mine-to-magnet supply chain, with significant mineral resources at Hoidas Lake and plans for midstream processing in collaboration with the Saskatchewan Research Council [6][8] - The Hoidas Lake project has an estimated 2,153,000 tons of Total Rare Earth Oxides (TREO) in the Measured and Indicated categories, featuring both Heavy and Light Rare Earth Elements [6]
Expanding US Rare Earths Supply Chain
Youtube· 2025-10-21 20:18
Group 1: Supply Chain and Energy - The supply chain for rare earth minerals is crucial for the US, particularly for consumer electronics and overall technological evolution [1][2] - The US is the largest energy producer globally and has abundant natural gas, which supports its energy supply chain and maintains air dominance [2][3] - The utility sector has seen significant growth, with an increase of over 40%, making it the third best-performing group in the S&P 500 [3] Group 2: Investment Opportunities - There are substantial investment opportunities in electricity, which is expected to become the new oil in the next decade [5] - Companies like My Backyard Energy are projected to increase their growth rate by nearly 50% due to new data centers [6] - Bitcoin miners are transitioning to data center operators, enhancing their business models and valuations [7] Group 3: Infrastructure and Enablers - The foundational elements for future advancements, particularly in AI, are data and electricity [4][5] - There is a lack of representation in investor portfolios for companies that enable infrastructure development, such as data storage devices and network switches [10][11] - A new product, the Tour infrastructure active ETF, has been created to provide investors with access to these critical enablers [11]
Picking The Winners Of The U.S. Rare Earth Response
Seeking Alpha· 2025-10-21 13:32
The whole world has been talking about "rare earths" recently, mostly due to the Chinese government placing restrictions on their export, and threatening to cut off the United States from the supply of magnets and other essential materials necessary to build modern tech, from smartphonesAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CRML, LYSDY, USAR, UURAF, APAAF, METC, UUUU, SRHYY either through stock ownership, options, or other derivatives. I wrote this article myself, and it ...
别逗了!美国人建不起稀土产业链?真正可怕的是我们开始否定敌人
Sou Hu Cai Jing· 2025-10-21 07:50
又有人在讨论"美国为什么建不起稀土产业链?"其实这个问题本身就带有误导性——把它当成绝对的否定句去看,会让人忽略事实的复杂性。分析问题要基 于事实、放开情绪、全面评估:任何国家都有能力建设产业链,关键在于条件与意愿。下面把重要信息用更通俗的方式整理一下,便于理解。 先从最根本的资源看起。美国确实有稀土,但量并不算多。按美国地质调查局(USGS)公布的数据,美国已探明的稀土储量只有几十万吨到一百万多吨量 级(近几年数据在百万吨级别),相比中国的数千万吨储量,差距很明显。但需要注意:储量多不等于产量高,开发能力、成本、政策和市场都决定着最后 产出。举个对比:即使中国储量远多,我们的产出只是比美国高若干倍,并不是储量比产量成正比增长——这说明资源与能力之间有很大的中间环节。 美国目前唯一真正稳定投产的大型稀土矿是加州的Mountain Pass(芒庭帕斯)矿。这个矿在上世纪中后期曾让美国成为重要供应国,但在2000年代因环保和 经营问题一度停产,后来易主,2017年由MP Materials恢复生产。这里面有一段不为人熟知的历史:当年芒庭帕斯破产拍卖时,曾有中方资本参与入股并持 有批发销售权,帮助矿山活了过来;但随 ...
Analysis-US-Australia rare earths deal is a start but won't shake China dominance any time soon
Yahoo Finance· 2025-10-21 07:10
By Melanie Burton SYDNEY (Reuters) -Donald Trump's backing of Australia's critical minerals will bring much-needed financial support to the industry, but experts say the U.S. president will have to wait longer to shift the supply chain away from China and weaken its market dominance. In a wide-ranging agreement signed on Monday, U.S. and Australia committed a combined $3 billion to mining and processing projects, and to a price floor for critical minerals, a step long sought by Western miners. The countr ...
Asia-Pacific markets set to open higher after Wall Street gains; Japan's parliamentary vote in focus
CNBC· 2025-10-20 23:55
Group 1 - Japan's core consumer price index increased by 3.3% in June, surpassing the US figure for the first time in eight years [1] - The Nikkei 225 index in Japan rose over 1% to a record high of 49,739.76, following an all-time high close on the previous Monday [1] - The Topix index also reached a record high, gaining 0.48% [1] Group 2 - Broader Asia-Pacific markets opened higher, influenced by gains in Wall Street, particularly driven by a rally in Apple shares [2] - Investors are anticipating Japan's parliamentary vote, which is expected to support Sanae Takaichi as the next prime minister [2] Group 3 - Australia's ASX/S&P 200 index increased by 0.50%, with significant gains in rare earth companies following a critical minerals agreement between Australia and the US [3] - Lynas Rare Earths shares rose by 3.8%, Iluka Resources increased nearly 6%, and Pilbara Minerals rose by 4.7% [3] - VHM shares surged over 30%, while Northern Minerals saw a nearly 15% increase [3] - South Korea's Kospi index jumped by 1.57%, and the small-cap Kosdaq gained 0.52% [3] Group 4 - Futures for Hong Kong's Hang Seng Index indicated a higher opening, trading at 26,232 compared to the previous close of 25,858.83 [4] - Indian markets were closed for a holiday [4]