Rowow

Did you know that the corn belt produces more oxygen than the amazon rainforest

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https://t.co/haPryLN7Cl

Absolutely amazing video by nighthawk. The dude is a legend in his communication skills.

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@pymoment Doing it now

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Steel without a blast furnace. Room temperature. Electrochemical iron reduction using ion exchange membranes. This is not a thought experiment, it works on the bench. 9-minute breakdown.
https://t.co/mHMZ82ARKZ
#steel #cleantech

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@AsiaN6809 Funds chase the carbonate price but the margin sits with whoever converts and refines it. Battery makers planning 10 percent monthly output growth tells you demand was never the problem. Surviving the price trough was, and refining capacity is still where the gap is.

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@jczuleta The whiplash is the story. Down 80 percent from the 2022 peak, now up 200 percent off the bottom, and every Western project that penciled at the average died at the trough. Cost structures have to survive the bottom of this cycle, not the mean.

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@mining Worth remembering during every aluminum supply scare: the US discards roughly 40 times more aluminum than it imports each year. The metal already exists above ground, what is missing is recovery capacity, not ore.

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@ElvatechLTD Sorting is half the economics. We run a benchtop XRF on incoming scrap lots and the value swings 10x depending on whether anyone measured the minor elements before pricing. Most sellers price the gold and give the rest away.

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@MTInvesting CECRI is a smart partner pick. Electrochemical routes tend to handle the messy mixed feeds conventional plants write off, and lignite overburden is already mined and sitting in piles, so the hardest cost of the project is already paid.

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@CEEWIndia The under-told part is everything that is not gold. A circuit board carries 30 plus elements and most recovery lines stop at gold and copper, so the rest goes to the slag pile along with the toxics. Whoever cracks full board recovery economically owns this space.

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@ReutersAsia The mines were never the bottleneck, the refining step is. India can dig all it wants and the concentrate still ships to China until someone builds separation capacity at commercial scale. Watching whether any of these three start there instead of at the pit.

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@CorrectsYourBS Appreciate that. Long way to go, the bench keeps me honest.

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Saltwater plus electricity can pull precious metals out of ore. No smelter. No cyanide. No 1500 C furnace. Here is the 15-minute walkthrough of how SEM TECH actually works.
https://t.co/0deMN00vb1
#mining #electrochemistry #cleantech

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@returnewaste @Univ_St_Etienne Good to see a project covering the whole chain instead of stopping at gold and copper. Curious what your reagent cost per ton looks like, regenerating the leaching chemicals in-cell is what pulled ours down to around $50 a ton.

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@CorrectsYourBS @swalters Yep. Studies show if we simply recover from waste existing streams, we don't need to dig another hole in the ground

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@StockheadAU Gallium is the quiet one in that list. Most of it comes out as a byproduct of alumina refining, so supply depends on whether refineries bolt on recovery circuits, not on new mines. A processing grant aimed exactly there is money in the right place.

[Rowow @iRowow]

The import flow follows the cost of compliant processing. Boards travel to wherever recovery is cheapest, and informal acid stripping is cheap because the waste handling gets skipped. Cleaner refining that is also cheaper is the only fix that works with the economics instead of against them.

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@onrecycle_ The drawer is actually a decent ore body. A tonne of phones carries a few hundred grams of gold, far above mined grade. The smelter bottleneck is real though, which is why smaller chemical recovery routes that work at collection scale are worth watching.

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@REDBOXINDIA CECRI is a good partner pick, they have run electrochemistry pilots for decades. The detail to watch is whether this covers separating the individual elements or stops at a mixed concentrate, since the mixed material still gets shipped abroad for the final step.

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@Reuters The miners are the easy half. India has exactly one operating rare earth separation chain, and it runs on government feedstock quotas. If the conglomerates put capital into separation and magnet making rather than digging, the dependence number actually moves.

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@CorrectsYourBS @MarketOpenAUS @LithiumUniverse Appreciate it. E-waste refining is my day job, so I keep a close eye on which of these new leach chemistries survive contact with real board scrap.