Did you read the other day? All these new partnerships and mines/resources are being opened or developed, so the source materials are becoming available - that's a good step in the right direction. But the big piece of the puzzle that's still missing is the benefaction, concentration and separation of the constituent elements into their respective distinct metal oxides. Currently the majority of that processing occurs outside the US.
So the source material currently gets shipped overseas, concentrated and separated and then shipped back to the US so MP Materials can fabricate magnets at their new facility in Texas. The US hasn't purified rare earth oxides to any great extent since Molycorp shut down their solvent extraction and ion exchange circuits in the early 1990s. Believe they sold the ion exchange columns and resins at that time - might have been to Japan, but believe it was China.
The US once had a complete rare earth resource supply chain in place - including magnet production. It was sold off commencing in the mid 1980s.
I'd love to see purification processing stateside again. I thinkr the refiners faced a lot of environmental resistance because it is a messy process and IIRC that was a part of the "excuse" to get it out of America in the 1980s. The demand for rare earth's is skyrocketing compared to the 1980s.
Molycorp's environmental problems were of their own making. Yes California had stricter rules/laws than the US as a whole, but Molycorp did the bare minimum required for compliance - and fought that tooth and nail. When they had an effluent line break and a moderate spill ensued, there was zero good will remaining with the State - and they shut them down. In the mean time markets had continued to morph, China had ramped up production and their new owner (Chevron) took them to nearly mothball status as they weren't interested in mining. Selling the business to private equity 20+ years ago was perhaps the best decision made by management in decades.
I vaguely remember this story from +/-40 years ago - but I was far removed from it living in the sticks of Maine.
We have to revive the industry in order to generate a reliable supply in support of national defense and advancing technological superiority. It is far more obvious today thanit was back in the day.
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