Uncertainties surrounding current conflicts in the world as well as geopolitical tensions favor strategic decision-making. The US Department of Defense will pay for the construction in Texas of the rare earths separation plant.
----------------------
Les incertitudes entourant les conflits actuels dans le monde ainsi que les tensions géopolitiques favorisent des prises de décisions stratégiques. Le département de la défense américaine paiera la construction au Texas de l'usine de séparation des terres rares.
Risk / Impact
Development of a local supply-chain for HREE (Heavy rare earth).
Reduced US strategic vulnerability to China
Bringing Australian know-how (developed by former Solvay engineers) closer to the US
Future US-AUS Industrial Capability Development Opportunity
Strengthening of the Lynas supply chain outside China (for HREEs)
--------------------------------------------
Développement d'une supply-chain local pour les HREE (Heavy rare earth).
Réduction de la vulnérabilité stratégique des US par rapport à la Chine
Rapprochement du savoir faire Australien (développé par les anciens de Solvay) vers les US
Opportunité de développement de future capacité industrielle US-AUS
Renforcement de la supply-chain de Lynas hors Chine (pour les HREE)
ESG
Change in CO2 emissions balances on new supply chains
Impact on the US air/ground/water environment and maritime transport
Use of metals vs types of weapons (conventional, unconventional, defensive, tactical, offensive).
Operational transparency to be watched
--LK--
SOURCE:
Pentagon bankrolls rare earths plant as US plays catch-up to China
https://www.ft.com/content/5a974ea5-c863-406f-bab1-3cc6fe8d6ad2
Australia to offer cheap loans to boost production of rare earthshttps://www.ft.com/content/07788fa4-068c-11ea-a984-fbbacad9e7dd
Comments