Sustainabledude (@Sustainabledud1) / X

Sustainabledude

2,374 posts

Sustainabledude

@Sustainabledud1

Free longform posts that don't fit on X: sustainabledude.substack.com

Joined November 2020

Pinned
Sustainabledude
@Sustainabledud1
Jun 2, 2025
Took a while, but my second Substack post is finally up. If you’ve been wondering why China restricted the rare earths it did, this one's for you... Link in comments & bio
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Sustainabledude
@Sustainabledud1
Oct 12, 2025
Everyone in my timeline right now:
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Sustainabledude
@Sustainabledud1
Jan 12, 2025
Some people asked me to elaborate on this, and I'm more than happy to do so. So in Greenland there are two major rare earth deposits that often hit the headlines: Kvanefjeld and Tanbreez I'll cover Tanbreez in this post (will write something on Kvanefjeld later) as it has
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Sustainabledude
@Sustainabledud1
Sep 16, 2024
The business model of copper smelters (extensive summary) In the past few months there has been lots of news flow around the fact that copper Treatment- and Refining costs (TC/RCs) have fallen to near-zero in China, reflecting a tightening concentrate market. TC/RCs are the
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Sustainabledude
@Sustainabledud1
Jul 10, 2025
What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD, making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman Sachs for a new “10X” magnet plant targeting 10,000
MP Materials
@MPMaterials
Jul 10, 2025
So proud 🇺🇸 MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense – Multibillion-dollar DoD commitment – New “10X” magnet facility to be constructed – 10-year price floor + offtake agreements – DoD positioned to become MP’s
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Sustainabledude
@Sustainabledud1
Jan 8, 2025
Let me state this very clearly: Greenland’s rare earth deposits are shit
Michael A. Arouet
@MichaelAArouet
Jan 8, 2025
The most important category in this chart is „Other“. It’s mainly rare earths. Don’t take Trump’s approach to Greenland too lightly, it would solve some strategic problems for the US.
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Sustainabledude
@Sustainabledud1
Apr 29, 2024
American Rare Earths ($ARR.ASX) has captured recent headlines, and if one believes what they say, this company is destined to be USA’s golden ticket to rare earth independence Sounds fantastic right? Well it is, except for the fact that this company is just your next scam
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Sustainabledude
@Sustainabledud1
Apr 14, 2025
I’m seeing $MP ’s Mountain Pass come up a lot again - and for good reason, with the mine being on the forefront of the U.S. rare earth push. But to really understand its role, it’s worth digging into what this mine produces - but just as importantly, into what it doesn’t. What
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Sustainabledude
@Sustainabledud1
Nov 15, 2023
It’s about the following (extensive summary): TREO stands for Total Rare Earth Oxides This is the sum of all rare earths (the 15 elements of the lanthanide group in the periodic table + yttrium) oxides together. (1/x)
Mining Catalyst
@MiningCatalyst
Nov 15, 2023
I know fug all about TREO. What are considered decent grades and is there anything else one needs to look out for with rare earth oxides?
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Sustainabledude
@Sustainabledud1
Jul 15, 2025
Wow Fox reports that Apple is reportedly planning to invest $500m in $MP - "Apple’s agreement with MP Materials is also expected to include the building of a new recycling facility in Mountain Pass, California, which will reprocess materials from used electronics to be used
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Sustainabledude
@Sustainabledud1
Jul 10, 2025
Understand that there is only one next logical step to this... $MP now has the mine (Mountain Pass), the separation plant (light and heavy REEs), the capital (DoD + JPMorgan/GS), the 10-year offtake, and a price floor on NdPr. They’re building the 10X magnet plant. It's
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Sustainabledude
@Sustainabledud1
Oct 17, 2025
Worldwide locations of large to giant porphyry Cu deposits A textbook example of how tectonics control metal endowment...
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Sustainabledude
@Sustainabledud1
Feb 8, 2025
While writing some tweets lately, I realized some ideas deserve more space than a thread can give them. Was debating whether to do this, but figured it’s worth a shot - at least to see if people actually want to read this, or if I’m just shouting into the void. You guessed it,
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Sustainabledude
@Sustainabledud1
Nov 18, 2023
Understanding Rare Earth Deposit types: Ionic Adsorption Clays (Part 1) Rare Earth Deposits can broadly be divided into three classes: 1. Carbonatites (hard rock) 2. Ionic Adsorption Clays 3. Heavy Mineral Sands
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