@austinhodly@cekdrew I donโt have thoughts. I prefer $AREC. Far more long term potential and better economics at scale. ReElement is a one of one refining platform with world class tech that international industrial conglomerates are hunting for.
$AREC: New post from @markcjensen on LinkedIn today regarding @electrifiedmat
There is a new data point here - capacity and a date.
EMCO throughput is now targeted to be at 1.5 million pounds per month of input material by August 2026, with full mechanized support. That's ~680 MT/month, or ~8,160 MTPA of feedstock preprocessing.
Important to note.
What happens to rare earth and critical mineral stocks if China decides to tighten restrictions even further?
The sector is already one of the most heavily shorted sectors. What if weโre staring at the ingredients for one of the largest short squeezes weโve ever seen?
Imagine waking up on a Monday morning to an announcement of new Chinese restrictions that dropped overnight.
And what if those restrictions arenโt temporary? What if theyโre permanent?
At some point, the market may begin assigning a strategic premium to domestic producers, processors, refiners, and recyclers like weโve never seen before.
Without China, these companies donโt just serve one industryโฆ they sit at the foundation of defense, energy, aerospace, semiconductors, EVs, robotics, and advanced manufacturing.
The question isnโt whether the world needs these materials. The question is what theyโre worth when China is no longer a reliable supplier.
$AREC: New post from @markcjensen on LinkedIn today regarding @electrifiedmat
There is a new data point here - capacity and a date.
EMCO throughput is now targeted to be at 1.5 million pounds per month of input material by August 2026, with full mechanized support. That's ~680 MT/month, or ~8,160 MTPA of feedstock preprocessing.
Important to note.