The_Gman
3 seconds ago
Ukraine doesn't have any rare earth metals, and the strategic minerals it does have are not worth trillions of dollars
https://www.intellinews.com/ukraine-doesn-t-have-any-rare-earth-metals-and-the-strategic-minerals-it-does-have-are-not-worth-trillions-of-dollars-368472/
There is currently a lot of confusion over US President Donald Trump’s proposed $500bn deal to gain control over Ukraine’s rare earth metals wealth. The problem is that Ukraine doesn’t have any rare earth minerals; it has a lot of “strategically important metals” like lithium. That is true. But actual rare earth metals? No. Almost none.
At the danger of nitpicking, rare earth metals (REMs) are a group of 17 elements in the periodic table, consisting of the 15 lanthanides (including neodymium, dysprosium, terbium, scandium and yttrium), which are very useful, as they enable the production of sophisticated electronics thanks to the conductivity quirks of their chemical bonds when used in combination with more traditional materials.
A deep dive by Bloomberg Opinion columnist Javier Blas, released on February 19, went into the distinction between the two and undermined Trump’s assumption that Ukraine holds trillion of dollars of valuable minerals.
“What Ukraine has is scorched earth; what it doesn’t have is rare earths. Surprisingly, many people – not least, US President Donald Trump – seem convinced the country has a rich mineral endowment. It’s a folly,” Blas wrote.
There is even a question mark over the economic viability of mining what rare earth metals Ukraine has. One of the few confirmed REM deposits is at Novopoltavske (tantalum, niobium, strontium and magnetite), which was discovered by the Soviets in the 1970s, but even the government says it is “hard to extract” and has remained fallow since then.
Referenced Bloomberg article - need subscription
https://www.bloomberg.com/opinion/articles/2025-02-19/trump-s-insistence-ukraine-has-rare-earth-elements-is-wrong
NorCalTommy
23 hours ago
Again, as usual, we seem to be the Rodney Dangerfield of the mining industry....as 'We get no respect'... probably due to the way Molycorp was walked away from during Bankruptcy 10+ yrs. ago and the NB shareholders might be paying for that.... without even knowing about the history on that one.....
Still 'Radio Silence' from the IR office...... as usual, NB shareholders are left to wonder and reset the '9 month clock' after the last PR regarding changing out upper level mgmt. at EXIM a few weeks ago...... how will that affect NB? How will the possible Ukraine elements affect NB's future? where are we at with the changing landscape???
Sure would be nice to know if any other work is going on in advance of getting financing for the FS publishing phase of the project...... or does the clock 'restart once they drop some financing on us... and then NB still needs to start from scratch on the DD and extra drilling?? or is the extra drilling requirement off the table now with new EXIM Executive Mgmt....??? why are we always in the dark? it's like we are in the bottom of the mine shaft with no lights on and wondering when the next RaiVeyor car is going to come by??? mushroom land...... Let's go Mr. Simms, give us some updates, is anybody doing anything back at Centennial Hdqtrs.? or just watching Jerry Springer reruns during each day and waiting for the financing to get ENGAGED!!???
ARGH.......
NCT
The_Gman
1 day ago
Mining for Defense: Unlocking the Potential for U.S.-Canada Collaboration on Critical Minerals
Published February 18, 2025
https://www.csis.org/analysis/mining-defense
In-depth brief talks about niobium at length. rare earths, scandium, neodymium, praseodymium, mining, processing, refining, recycling, problems with financing small projects, etc. etc.
While this mostly focuses on projects in Canada, and and even mentions a couple of projects still in exploration (Aley Project, Mactung Project), it does mention the Jervois cobalt mine in Idaho and the TempiuteTungsten Mine and Mill in Nevada, but no mention of Nebraska or NioCorp despite niobium being mentioned 22 times.
https://www.tasekomines.com/properties/aley-project/
https://fireweedmetals.com/mactung-project/
The_Gman
1 day ago
Critical Mineral Resources: National Policy and Critical Minerals List
Updated February 21, 2025
https://crsreports.congress.gov/product/pdf/R/R47982
“It is the continuing policy of the United States to promote an adequate and stable supply of materials necessary to maintain national security, economic well-being and industrial production with appropriate attention to a long-term balance between resource production, energy use, a healthy environment, natural resources conservation, and social needs.”
Ranking the Minerals by Supply Risk Score
The USGS aims to prioritize critical mineral resource initiatives using the ranked criticality of the minerals on the 2022 CML.
The five highest supply risk minerals by recency weighted supply risk score were: gallium (0.67), niobium (0.66), cobalt (0.65), neodymium (0.65), and ruthenium (0.63)
The_Gman
1 day ago
Sounds like a great plan! Unfortunately, the project is currently an open field and the money keeps blowing by.
https://www.defense.gov/News/News-Stories/Article/Article/3700059/dod-looks-to-establish-mine-to-magnet-supply-chain-for-rare-earth-materials/
Since 2020, DOD has awarded more than $439 million to establish domestic rare earth element supply chains. This includes separating and refining rare earth elements mined in the U.S., as well as developing downstream stateside processes needed to convert those refined materials into metals and then magnets.
https://www.energy.gov/fecm/articles/doe-invests-over-32-million-increase-efficiency-us-critical-minerals-production
With the selections announced today, FECM has committed an estimated $254 million since January 2021 for projects that support critical minerals and materials exploration, resource identification, production, and processing in traditional mining and fossil fuel-producing communities across the country. ?
https://3dprint.com/316398/iperionx-lands-47-1m-from-dod-for-titanium-3d-printing-powders/
IperionX, the Charlotte-based supplier of critical mineral powders used for additive manufacturing (AM), has been awarded a $47.1 million contract from the US Department of Defense (DoD) in a competitive bid to provide titanium to the US defense industrial base (DIB). Over a two-year period, the DoD and IperionX will fund a two-phase development program with up to $70.7 million, with IperionX providing the remainder of the investment.
In Phase 1 of the project, the US government will contribute $5 million, while the company will provide $1 million, to perform feasibility studies related to IperionX’s Titan Project, a critical minerals operation in west Tennessee. As of August, 2023, IperionX has received all necessary permits to move forward with the Titan Project, which the company claims is “the largest JORC-compliant resource of titanium and rare earth rich mineral sands in the U.S.”
The_Gman
4 days ago
Niobium Wire Market Size and Growth Forecast by Application, Type, and Region 2025-2032
02-20-2025
https://www.openpr.com/news/3878077/niobium-wire-market-size-and-growth-forecast-by-application
USA, New Jersey- According to Market Research Intellect, the global Niobium Wire market in the Internet, Communication and Technology category is projected to witness significant growth from 2025 to 2032. Market dynamics, technological advancements, and evolving consumer demand are expected to drive expansion during this period.
The growing use of niobium wire across several sectors-including aerospace, medical, and electronics-drives the market largely. Aerospace components and high-temperature applications find it perfect because of its great strength, light weight, and strong oxidation resistance. Another major influence is the medical field since niobium's biocompatibility qualifies for surgical tools and implants. Furthermore generating interest in high-purity niobium wire are the growing need for superconducting materials, especially in MRI machines, particle accelerators, and quantum computers. The conductivity and corrosion resistance of niobium promote applications in capacitors and semiconductor components, therefore benefiting the electronics sector as well. Increasing investments in materials science and modern production help to drive creativity in goods derived from niobium. Driven by technical developments and industrial demand, the niobium wire market is likely to keep growing as durable, high-performance materials for important uses take front stage.
The_Gman
4 days ago
Niobium’s role in meeting the global demand for energy
Feb 19, 2025 #steel #Niobium
The global demand for energy is projected to grow by 47% by 2050. While oil and gas will remain essential, renewable energy sources are expected to make up 27% of the energy mix by 2025. To meet this increasing demand, energy infrastructure must evolve, focusing on safety, security, efficiency, sustainability, and cost-effectiveness.🌍
An important component of this transition is high-performance materials like Niobium. This video explores how Niobium-enhanced steels are playing an important role in transforming energy infrastructure in areas such as:
1.Pipeline transport: Niobium strengthens and toughens steels, allowing pipelines to carry more oil and gas. This enhancement enables pipelines to operate safely in challenging environments and extends their service life.🛢
2.Power generation: Niobium improves the efficiency of thermal power plants by enhancing steam turbine performance, reducing CO2 emissions, and increasing resistance to high temperatures and oxidation. 💨
3.Wind power: Niobium reinforces the structural steels used in wind turbine towers, facilitating the construction of higher structures that increase efficiency, lower material costs, and ensure a longer service life. 🏗
From power plants to pipelines, Niobium is essential for building a sustainable and resilient energy future. Discover the impact of Niobium in the energy sector and how this element is supporting the transition to cleaner energy.
Learn more at https://niobium.tech/
#Niobium #BeTheE-volution #steel
PutzMueler
5 days ago
Well if this isn’t the day of WTF.
I just saw Republican Don Bacon of Nebraska, who is on, the House Armed Services Committee, telling Trump to turn the ship around on Ukraine.
Do the right thing.
Putin Started the war, and is the Dictator etc
That’s all we need to stimulate EXIM
Strike while the iron is hot Mark Smith, get over to Ukraine and stake out a project, as a stop loss option.
LOL
Sheeeesh