2019年10月17日
加拿大稀土公司Geomega即将完成其研究了10年的技术：从稀土废料中生产稀土产品。然而，如果一切按计划进行的话，Geomega距离在不依赖中国的情况下创造可观的收入还不到一年。成为独立于中国的短期稀土生产商，是Geomega专注于加工技术而非矿山开发的结果（尤其是在过去5年中）。
Geomega致力于以环保的方式回收各类废料中的高价值稀土元素（Nd、Pr、Tb和Dy），这将为金属和磁铁制造商提供除中国外的新的供应来源。
Geomega已经在试运营中证明了这种模式的可行性，并与磁铁的买家和供应商建立了关系，其中包括签署两份每年多达224吨废料的意向书。
Geomega的目标是，2020年在魁北克的一家工厂（尚未建成）开始每年生产250-500吨稀土，最初从欧洲和亚洲采购磁材废料，并将加工后的稀土产品销售回欧洲和亚洲的金属厂。目前，美国和加拿大还没有金属厂，但如果建立一个磁材厂，为北美日益增长的电动汽车（ev）行业提供服务，这种情况可能会改变。
随着供需格局的演变和贸易关系的建立，很容易想象，Geomega将在魁北克以外的地方，或许在欧洲和日本建立更多的工厂，以更好地服务于这些市场。然而，值得注意的是，鉴于所涉及的材料体积相对较小，在大西洋两岸来回运送磁材废料的集装箱在当今世界并不特别昂贵或困难。
October 17, 2019
Geomega Resources is now on the verge of accomplishing what it has been working on for nearly a decade: producing saleable rare earth products from waste feeds. Geomega, however, is less than a year away from producing significant revenues without any reliance on China, if all goes according to plan. Becoming a near-term rare earths producer independent of China is the result of Geomega’s focus on processing technology over mine development, especially over the last 5 years.
Geomega is focused on recycling high-value rare earth elements (Nd, Pr, Tb and Dy) from various types of waste feeds in an environmentally friendly way that will create a new source of supply outside of China for metal and magnet manufacturers.
Geomega has already proven the process at a pilot scale and established relationships with various buyers and suppliers of magnets which includes signing two LOIs for up to 224 tonnes per year (tpy) of feed.
Geomega’s goal is to start with 250-500 tonnes per year (tpy) of rare earths production in 2020 at a plant in Quebec (not yet built), initially sourcing end-of-life magnet supply from Europe and Asia and selling processed materials back to alloy manufacturers in Europe and Asia. Currently, there are no alloy manufacturers in the US or Canada, but that could change if a magnet plant is built to serve the growing electric vehicle (EV) industry in North America.
As the supply and demand landscape evolves and relationships are established, it's easy to imagine that Geomega would build additional plants outside of Quebec, perhaps in Europe and Japan to better serve those markets. However, it's worth noting that given the relatively small volume of materials involved, shipping containers of magnets and recycled REEs back and forth across the Atlantic isn't particularly expensive or difficult in today's world.
（source：seekingalpha）
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