Elon Musk is going to have a hard time finding clean nickel
Recent accidents suggest the industry will struggle to meet Musk’s request for a large quantity of the metal produced in an “environmentally sensitive” way.
Having replaced savings with debt on both the national and individual levels, I think it's well past time for Westerners to take a few lessons from our creditors in the East.
Molycorp, Lynas and perhaps one other small player are sufficient to meet light REE demand, while there's room for one or maybe two heavy producers outside China, says outgoing CEO Constantine Karayannopoulos.