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[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.811.066 von Langstrumpf2 am 11.11.12 10:33:57

Nachtrag:

"Good point, and I don't actually know the answer to the question of Ucore's extent of ownership and coverage of the deradioactivation aspect of SPE, but I do know that developing the SPE deradioactivation process itself is a very significant achievement.However I must say that I disagree with your point that the process is universally applicable to all "hard rock ree ores." I suspect that a variation of the process used for Bokan will almost always be applicable, but the "variation" may be substantial. Note that any and all of the ores must be beneficiated and chemically cracked to produce a process leach solution, which is the feedstock into the SPE system(s). Ore cracking, which is known in the trade as "metallurgy" is far from an exact "science." In fact several well known large deposits have proved to be intractable to cracking economically.


I congratulate Ucore on its singular achievement, but I would much rather not have the problem of deradioactivation than have to devise a chemical processing/mining engineering solution to removing it for further processing to get at the desired elements. Ucore has done what everyone in mining thought would be impossibly expensive and for which no good technology has existed, or at least put into use for this purpose, up until now anyway.

Canadian securities' law requires that announcements of grade, tonnage, process, and process efficiency and cost be verified by independent qualified third parties, so Toronto's Bay Street talks about everything but the important stuff when its denizens are selling exploration company shares. I am in America , so I can tell you there is a very good probability that the REE separation/purification game is about to change dramatically. Get a large popcorn and wait for the main feature (for those of you old enough to understand that metaphor) "

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.810.028 von Langstrumpf2 am 10.11.12 15:26:38

Ein paar interessante Kommentare:

Hackenzac:
"Hello Mr Lifton. Do you feel that GWTI is currently superfluous to Great Western's current vertical integration plan? Since they're going with Chinese separation in South Africa, they're not wholly non Chinese, so how might that affect them in the event of some sort of increasing trade war? Also, do you think that Ucore has some degree of ownership of SPE as it pertains to deradioactivation and separation of rare earths? Ucore is making "proprietary" claims to the technology at least as it pertains to Bokan. Your sole pick of Intellimet seems to indicate that you believe that solid phase extraction, SPE, is the superior and preferred separation technology which is owned by what is essentially a guy operating out of his garage. Do you think that they might go public or get bought out and by whom? Just how important are they and their technology?"

Lifton:
"You have asked a good and a multi-part question, but I don't think all of the parts are necessarily inter-related.

1. In my opinion the GWTI "operation" is indeed today superfluous to GW's vertical integration model. Note, however, that the Chinese separation technology supplier is only a minority capital partner and that, as I read the published documents the Chinese company is entitled to a percentage of the operation's "profits" not of any "metals."

2. It is my understanding that Ucore indeed has an exclusive license for using SPE technology from Intellimet, specifically developed for the purpose, to process its Bokan ore. I do not believe that Ucore has at this point any additional claims on the process as used to separate the REEs or to de-radioactivate the ore concentrates (other than from its company owned deposits in Alaska)

3. Intellimet is the property of a 68 year old PhD chemist and his immediate family and lifelong collaborators, which group includes two more PhDs in chemistry from Stanford. The 68 year-old, Dr Richard Hammen, introduced himself to me at a Hard Assets Conference in 2009 in San Francisco. I listened to his story and failed to really understand it fully, but I asked him to call Mark Smith at Molycorp and offer his services and/or technology. I had visited Mountain Pass in June of that year, and I saw then that they were working on bringing the original SX plant back on line after its half-decade shutdown. Molycorp was then private, and I had not heard of any plan to replace the original SX plant. In fact I then thought that Dr Hammen was talking about a form of Ion Exchange separation, which was used then, and is still used, to ultra-purify the heavy rare earths in particular. I didn't think that Molycorp knew much about IEx and I thought they might be interested.

I had forgotten the meeting when I got a call from an irate Mark Smith late in 2009 or early in 2010 berating me for "disparaging" Molycorp by telling Dr Hammen that i thought they could use his help in process engineering. It seemed to me that it was Mr Smith who was being foolish by ignoring Dr Hammen. I was not intimidated by a threat to sue me made by Smith on that call, and I told him that I would send him my jurisdictional information to help his lawyers. I never heard from him again-to this day.

However a year ago Dr Hammen called me and asked me to come to his lab-I have never been to his home or garage (if he has one)-in Missoula, Montana. I did, and I was delighted to see a table top demonstration of the separation of neodymium from praseodymium. I was delighted because it was a demonstration of a technology, Solid-Phase extraction, that I had never known to be applicable to REE separation or purification, and the process was hundreds of times faster than SX or IEx , very very inexpensive, and could be used with any amount of feed NO MATTER HOW SMALL.

It is no secret that Intellimet is working with Ucore, but I have a non-disclosure agreement with both parties, so I cannot comment on the work other than I have above.

I think that the Ucore PEA, which should be out shortly, will be of very great interest to the REE mining and refining community.

4. I think that anyone who hasn't already contracted to utilize or build an SX plant for separation of the REEs should wait for a few more months before doing so. I also think that those who have built or are building SX plants for light REEs separation, in particular, should wait before commissioning any further SX/IEx plants for heavy REE separation."

Hackenzac:
"Thank you for your excellent reply. My thoughts on Ucore's "proprietary technology" is that using SPE to separate thorium for example from Bokan ore applies nearly the same to all hard rock ree ores with the same problem and by extension perhaps, some of the other desirable separations using this process. The chemistry doesn't change, the process doesn't change and since Ucore contracted with Intellimet to specifically develop it, if anyone else wants to use it, it's proprietary to some extent, to Ucore. Does that make sense to you? I appreciate that you have confidentiality constraints but your insights are appreciated."

[Langstrumpf2]

http://seekingalpha.com/instablog/65370-jack-lifton/1255621-…
...
If I were trying today to construct a domestic American total supply chain for producing rare earth based end-user components I would forge the total supply chain from some or all of the following links:

A. Light and Heavy Rare Earth Process Leach Solutions:

Rare Element Resources (REE), and

Ucore Rare Metals (UURAF.PK)

B. Deradioactivation of, Separation of, and purification of the total spectrum of the rare earths (atomic numbers 57-71) and their commonly associated elements (Scandium and Yttrium)

Intellimet (Private)

C. An American Rare Earth Metals' Metals Maker:

Great Western Technologies, Inc. (A wholly owned American subsidiary of Canada's GWMGF.PK)

D.An American magnet alloy maker,

Again this would be Great Western Technologies, Inc. as above,

E. An American magnet maker (One or all of the many members of the USMMA, the United States Magnet Materials Association), and

A rare earth metals recycling company.

I would organize this as Technology Metals Recycling Corporation (private).
...

[Videomart]

Antwort auf Beitrag Nr.: 43.801.867 von Langstrumpf2 am 08.11.12 14:41:04

"Wir denken, es gibt weltweit zwei bis vier Stätten außerhalb Chinas mit einem hohen Vorkommen von schweren Seltenen Erden”, sagte CEO Gauthier zu Bloomberg News. Wer als erster fördere, kann sich die besten Konditionen mit seinen Abnehmern sichern.

Wer sind diese vier??

Und... falls es nur zwei sind: Wer sind die zwei???

[Langstrumpf2]

http://www.welt.de/newsticker/bloomberg/article110776495/Toy…
...
Toyota und Pentagon vereint Kampf gegen Monopol bei Seltenerden

Konzerne und Institutionen aus den unterschiedlichsten Branchen, vom US- Verteidigungsministerium bis zum asiatischen Autohersteller Toyota Motor Corp., eint die Sorge um eine marktbeherrschende Stellung Chinas bei den so genannten Seltenen Erden. Zukunftstechniken von unbemannten Militärdrohnen über Windkraftanlagen bis hin zu Elektroautos sind ohne diese Metalle kaum denkbar.

Das Pentagon und Toyota arbeiten zusammen mit Unternehmen wie Ucore Rare Metals Inc. aus Kanada und Matamec Explorations Inc., die beide Minen für Seltene Erden in Nordamerika entwickeln wollen. Ziel ist es, die monopolartige Stellung von China auf dem Weltmarkt für diese Stoffe zu beenden. Gefördert werden sollen die ökonomisch wichtigsten Metalle aus einer Gruppe von insgesamt 17 chemischen Elementen.

China hatte bereits im Jahre 2010 den Export von Seltenen Erden beschränkt, und zwar vor allem, um die Vorräte für die heimische Industrie zu sichern. So liefert China bis heute 95 Prozent des Weltbedarfs an Seltenen Erden und hat damit seit 1990 den Marktanteil verdreifacht. Diese mächtige Stellung gilt als Bedrohung für die Versorgung des Weltmarktes - gerade in Zeiten, bei denen die Energieeffizienz von Geräten ebenso wie die Nutzung erneuerbarer Energien einen wachsenden Stellenwert besitzt.

"Niemand wird doch eine Entscheidung für den Aufbau einer Produktion fällen, wenn die Rohstoffversorgung nicht gesichert ist”, verdeutlicht Jack Lifton vom Institute for the Analysis of Global Security den Zusammenhang, "gäbe es etwa eine verlässliche Quelle bestimmter Seltener Erden in Nordamerika, so würde sich General Electric womöglich zur Produktion von Magneten in den USA durchringen”. Sein Institut untersucht das Verhältnis von Energiesicherheit und Sicherheitspolitik.

Die Förderung der begehrten Metalle gilt als schwierig. Von den weltweit insgesamt rund 400 geplanten Minen für Seltene Erden, die von Technology Metals Research LLC genannt werden, versprechen allenfalls fünf oder sechs ein ausreichendes Vorkommen für die wirtschaftlich erfolgreiche Ausbeutung und die Chance auf eine tatsächliche Produktion. Das sagt Gareth Hatch, der das Unternehmen in Carpentersville in Illinois mitgegründet hat. Es gehe derzeit darum, welche der Minen in Nordamerika als erste die Produktion aufnehmen kann, sagt CEO Andre Gauthier von Matamec im ostkanadischen Montreal.

Gerade in der frühen Phase der Produktion sind die Risiken bei Projekten wie jenen von Matamec und Ucore sehr hoch. Die Entwicklung der Minen kostet Millionen-Dollar-Beträge und insgesamt seien die Vorhaben "sehr komplex”, sagte Chris Berry vom Forschungsunternehmen House Mountain Partners LLC in New York. "Hauptproblem ist die Kenntnis der Metallurgie und die erfolgreiche Trennung der verschiedenen Elemente”, sagt er. Besonders begehrt sind die so genannten schweren Seltenen Erden wie Dysprosium und Terbium.

Überdies haben sich die Preise für die Elemente in den letzten beiden Jahren als sehr volatil erwiesen, was die Gewinnaussichten für Betreiber von Minen unsicherer macht. Das gilt auch für die Aktienkurse potenzieller Minenbetreiber. Beispiel Molycorp Inc: Das Unternehmen will Seltene Erden in Kalifornien fördern und der Kurs hatte sich in weniger als einem Jahr nach dem Börsengang verfünffacht. Derzeit wird die Aktie des Unternehmens aus Greenwood Village in Colorado allerdings unter dem Börseneinführungspreis gehandelt. Konkurrent Lynas Corp. aus Australien hatte sich bereits im Kurs verdreifacht und seitdem 65 Prozent an Marktwert verloren.

Die Toyota-Handelstochter Toyota Tsusho halt derzeit eine 49-Prozent-Beteiligung an Matamec und finanziert eine Machbarkeitsstudie am Kipawa-Projekt in Quebec. Analyst Edward Otto von Cormark Securities Inc. in Toronto rechnet zunächst mit einer Förderung von rund 2000 Tonnen und zu einem späteren Zeitpunkt mit noch höherer Produktion.

"Wir denken, es gibt weltweit zwei bis vier Stätten außerhalb Chinas mit einem hohen Vorkommen von schweren Seltenen Erden”, sagte CEO Gauthier zu Bloomberg News. Wer als erster fördere, kann sich die besten Konditionen mit seinen Abnehmern sichern.

China verbraucht rund zwei Drittel der weltweiten Produktion von Seltenen Erdenn, während die USA rund zehn Prozent konsumieren. Das geht aus Daten von Technology Metals Research hervor. Demnach wird der Bedarf für Dysprosium, Yttrium und Terbium das Angebot schon bald überschreiten. Laut Experte Lifton ist die Produktion mit etwa 1700 Tonnen pro Jahr on den letzten fünf Jahren konstant geblieben.

"Es wird niemals ausreichend schwere Seltene Erden geben und das Preisniveau bleibt hoch”, sagte Lifton, "und zwar bis auf Weiteres”.
..

[Langstrumpf2]

http://washpost.bloomberg.com/Story?docId=1376-MCEK916S972E0…
...

The U.S. Department of Defense and Asia’s biggest carmaker are working with Canada’s Ucore Rare Metals Inc. and Matamec Explorations Inc., which are developing North American mines that would boost supplies of so-called heavy rare earths. Those are the less-abundant members of a group of 17 chemically similar elements critical to make a host of products from wind turbines to high-performance magnets for cars and weapons.
...
Gefällt mir.

[Videomart]

Department of Energy Backing Rare Earth Recycling

Monday November 5, 2012, 4:30am PST
By Adam Currie - Exclusive to Rare Earth Investing News
http://resourceinvestingnews.com/45495-department-of-energy-…

[Langstrumpf2]

Ich möchte das gerne mich euch teilen. Das Ganze ist noch 4 Tage und 10 Stunden verfügbar. Falls jemand in der Lage ist, das mitzuschneiden, dann wäre ich dankbar. Hier der Beitrag:

FYI - in addition to the scheduled replay via GoToWebinar later today, we are now offering an "on-demand" replay of the webinar for the next 6 days, directly at the following link:

http://www.techmetalsresearch.com/webinar/replay/

After clicking play you may need to give the player a few seconds to start, but it should get up and running and you'll be able to watch and listen.

[Videomart]

http://www.alaskaminers.org/convbrochure.pdf

[Videomart]

Antwort auf Beitrag Nr.: 43.782.033 von Videomart am 03.11.12 01:01:02

Session 6

Friday afternoon, Nov. 9

2:00 Ken Collison, Ucore Rare Metals Inc.

"Bokan Mountain Project"