D.卡尔顿 罗西
D. Carlton Rossi

Rare Earth Elements








                                   



Trump administration said to be preparing crackdown on Huawei's global chip supply


Senior officials in the Trump administration are said to have agreed to new measures to restrict the global supply of chips to China’s Huawei Technologies

The move comes as ties between Washington and Beijing grow more strained over the coronavirus pandemic

March 27, 2020

The decision came when US officials from various agencies met and agreed on Wednesday to alter the Foreign Direct Product Rule, which subjects some foreign-made goods based on US technology or software to US regulations, the sources said.

One of the sources said the rule-change is aimed at curbing sales of chips to Huawei by Taiwan Semiconductor Manufacturing Co (TSMC), a major producer of chips for Huawei’s HiSilicon unit, as well as the world’s largest contract maker.


https://www.scmp.com/tech/policy/article/3077198/trump-administration-said-be-preparing-crackdown-huaweis-global-chip





Trump signed the TAIPEI Act, a bill expressing Washington’s support for Taiwan in strengthening its relationships with countries around the world. This seems to be the carrot to encourage Taiwan to restrict sales of chips to Huawei.Therefore, if one is able to read the tea leaves it might be said that there will be a partial restriction of chip sales to Huawei since new measures could concentrate on Taiwanese chips.

Basically speaking, the West has a monopoly on chips while China has a monopoly on the rare earth chain. The most likely response by China to a partial restriction of chips originating from Taiwan would be to partially restrict in some way rare earth exports to the West. Of course, a comprehensive restriction of chips might mean a total ban of rare earth exports to the West. This is called the Nuclear scenario.

The market of rare earth oxides today (March 27, 2020) is weak. There are several possible reasons upon which I will not elaborate other than to say generally that the market is manipulated by the Chinese. The price of Praseodymium, Terbium and Dysprosium Oxide has declined.





For a general review of Huawei's situation under a restriction of chips scenario refer to the following article published May 2019. It is highly probable that Huawei has evolved some chip producing capacity as a result of the temporary ban that was imposed earlier.


Huawei’s US ban: A look at the hardware (and software) supply problems

Ron Amadeo - 5/21/2019, 1:35 PM


https://arstechnica.com/gadgets/2019/05/huaweis-us-ban-a-look-at-the-hardware-and-software-supply-problems/











                                Reserves


         Criteria                                  Stock Symbols



High HREE concentration                 AVL, FRO, GWG, QRM, UCU

High LREE reserves                         AVL, FRO, GWG, QRM, UCU

Former REE mine                            GEM, HRE, MCP

Former uranium mine                      GEM, MCP, UCU

Thorium reserves                            FRO, GWG, MCP, UCU

43-101 compliant resource              GWG, HUD, HRE, MAT
                                                     MCP, RES, UCU

High ratio of neodymium
& praseodymium to TREO                HUD

HUD Massive rhyolite reserve           TREE









               Xenotime Phosphate Minerals


Highest level of HREE Yttrium group Dr, Yt, Er, Gd, PO4

Rare earth content contains 60% REO

Phosphate portion can be mineable co-product

Extraction from placer may require unusual mining techniques



Deposit Name     Deposit Type        Location

Bear Lodge            Carbonatite           Wyoming

Bokan Mountain     Alkalic igneous       Alaska

Kutessai II             Alkalic igneous       Kyrgystan

Lemhi Pass            Metamorphic          Idaho

Mt. Prindle             Alkalic igneous       Alaska

Nechalacho            Alkalic igneous       N.W.T

Port Clarence         Placer alluvial         Alaska




 






                                   Monazite Phosphate Minerals


-  second highest level of HREE deposits
-  Cerium group
-  Ce, La, Nd, Pr, Y, Th, PO4
-  rare earth content contains 65% REO
-  phosphate portion can be mineable by-product
-  may contain thorium and uranium
-  Placer extraction varies depending on dry land or submerged processing
-  may require unusual techniques gravity chemical electrostatic chemical


Deposit Name         Deposit Type                 Location


Bear Lodge             Carbonatite                   Wyoming

Bokan                     Alkalic igneous              Alaska

Carbo                     Carbonatite                   British Columbia

Eldor                      Carbonatite                   Quebec

Flowers Bay            Alkalic igneous               Labrador

Green Cove Springs    Placer                           Florida

Iron Hill                  Carbonatite                   Colorado

Kutessai II              Alkalic igneous               Krygystan

Mountain Pass         Carbonatite                   California

Nechalacho             Alkalic igneous               N.W.T

Round Top               Peralkalic fluorine rhyolite   Texas

Steenkampskraal     Apatite                          South Africa

St. Honore               Carbonatite                   Quebec

Strange Lake           Alkalic igneous              Quebec, Labrador

Top Sails                 Alkalic igneous               Newfoundland

Zandkopsdrift          Carbonatite                    South Africa












                   Bastnaesite Carbonate Minerals


Most productive global source for REE’s

Several groups including Ce, La and Y Ca, La, Nd, Pr, Y

Mountain Pass is predominantly bastnaesite

Igneous contexts

Abundant LREE


Typical processing


a)  produce slurry

b)  froth flotation

c)  cleansing

d)   chemical process



Deposit Name         Deposit Type             Location


Hoidas Lake           Carbonatite apatite igneous          Sask                             Hydrothermal allanite (silicate)

Mountain Pass         Carbonatite                           California

Nechalacho             Alkanic igneous                      N.W.T.

St. Honore              Carbonatite                           Quebec

Strange Lake           Alkanic igneous                     Que, Lab


These charts were designed and published by the author on September 30, 2011.










Catching the world with our rare earths contingency pants down


Matthew Bohlsen

March 18, 2020


Jack Lifton states:

“(China) Shipments could stop at anytime……logistics are compromised…..The coronavirus has caught the West with its contingency pants down…….this is a warning bell for everyone in the world.”

Jack also revealed that we do not even know if the Chinese possess enough stockpiles of rare earths to handle their own demand, never mind the needs of Americans.


https://investorintel.com/sectors/technology-metals/technology-metals-intel/catching-world-rare-earths-contingency-pants/


The U.S. Army plans to fund construction of rare earths processing facilities, part of an urgent push by Washington to secure domestic supply of the minerals used to make military weapons and electronics, according to a government document seen by Reuters.

You can be assured that the U.S. Army has taken special notice of a recent announcement by China's Ministry of Foreign Affairs that the Army brought COVID-19 to Wuhan through the Military World Games in Wuhan. The Army is also acutely aware that China's supply chain of rare earths and medicine is too dependent on China's monopoly