A part of sivers eco system to get a over view of the great future ahead
U.S listing on top of this and who knows what will happen 😎
$sive $sivef #sivers
Like @PhotonCap, many professional tech writers seem to be using Substack alongside their main platform.
https://t.co/8sZEvMSoXh
I tried it a few times before, but gave up because it felt like it might become too complicated. This time, though, I have decided to seriously give Substack a try as part of growing more quickly, so if you are interested, I would love for you to check it out.
At least until I fully get the hang of it, most of the content will probably be free, and I plan to post my articles there first, so I would greatly appreciate your support and interest.
FinX account @aleabitoreddit believes “America cannot make the materials required to manufacture humanoids at scale at a reasonable cost” and he is right!
“China currently controls nearly 70% of global rare-earth mining. More critically, it commands 85% to 90% of global refining and separation capacity, and controls over 90% of finished rare earth magnet manufacturing.”
Here's what he believes the US government needs to look out for:
1. The Magnet Metals (For Frameless Torque Motors):
2. Structural Metallurgy (For Harmonic Reducers & Planetary Roller Screws)
3. Compute, Perception, and Power (The Brain, Eyes, and Battery)
And the list of America's most important companies to ensure these capabilities:
1) Magnet Metals (Nd, Pr, Dy, Tb, Sm, Gd):
$UUUU - Processes monazite sand into high-purity Neodymium
$MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing.
$ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium
$USAR - Process heavy rare earth elements and manufacture sintered NdFeB magnets
$LYSDY (Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China.
$NEO (TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now.
$ILU (rare earths refinery): rare earths refinery for Australia
$ARU (ASX): "Ore-to-oxide" NdPr facility
2) Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium):
$ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints.
$CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic
$FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws.
$NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium
$MTRN - Major global processor of Beryllium
$LGO - Leading publicly traded processors of Vanadium
3) Compute, Perception, and Power (Gallium, Germanium, Graphite, Battery Metals):
$BMM - Onshore supply and processing for like Germanium and Gallium
$VNP - Gallium, Germanium, and Indium for advanced sensors and electronics
$TECK - Most significant producer of Germanium outside of China
$ALB - Lithium extraction
$EAF - High-purity Graphite for battery anodes
$ALTM - Western lithium required to supply the batteries
$SYR - Balama mine for Graphite
$FCX - Humanoid requires up to 6.5 kilograms of copper
$AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium
Neodymium processing supply chains:
1. Neo Performance Materials - TSX: NEO
2. $MP
3. $UUUU - surprisingly processing monazite concentrate into NdPr oxide.
I really enjoy reading these long form articles as I always learn something new.
Resharing this since I think it can be very valuable for many of you. 💪
I will post no further msgs in twitter until I see atleast 100 retweets of the $BLQC tweet right below. We are running out of time to do this crypto bros.
😎👍
A few bros asked me yday on $BLQC imp levels.
Stock needs to cross 0.055 USD, then we can see USD 0.12-0.15 and if that is broken we teleport straight to USD 0.45-0.50 in a few days .Then we see further.
Hope MMs are seeing this tweet reg $BLQC bros 😎
Retweet max bros.
😎👍