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这个跟贴不错，

送交者: new3T 于 2026-10-06 13:52:36

回答: 烹钵社关于美帝稀土的视频由于 2026-10-06 13:20:58

@Kai-n7i
1 day ago (edited)
This is the 3rd time B-Berg has published this piece on youtube since yesterday. Another disappointing broken record infomercial for MP and not the real REE Magnet growth industry. MP doesn\'t even have Dysprosium for their magnets. Letinsky trades his own stock like a meme coin and lies vituperously to maintain MPs only child complex. But nice as he seams, he\'s not an only child. In fact, Trump recently named his brother. His brother recently lost a lawsuit after getting a bad deal on taking truth social public. The only overbought story bigger than MP in REEs is your other guest, American Rare Earth. They traded a blatantly non existent resource for one with a blatantly unprofitable mineralisation, diluting all the way. Then joined the paid promo channel "institute" of jack Lifton to better self promote.
Why arnt you guys interviewing folks like Ashley Zumwalt Forbes from the DOE, ...or even better, Muhammed Imran. He was the CTO and VP at SRC for ages, and actually knows REE, (and what he\'s doing). He is also now the COO at ReAlloys. So it goes further than ALOY financing the SRC plant in exchange for 80% offtake. It\'s a practical REE legacy reverse merger. In fact, Brad Wall, the former premier of Saskatchewan, is on ReAlloys board of directors. As is the sitting president of GM defense, General Jack Keane, a former US/canada ambassador, and a former chief advisor to the US Secretary of defence. And BlackRock recently built up 6.2% stake in the company between the $14.25 and $18.50 offerings. And they are the only US company with a solid partnership and MOU with Japans JOGMEC, which is the single major Ex China REE developer. JOGMEC financed Lynas into production. Besides that, Realloys now has an LOI with the other magnet giant, South Koreas SJ Link. And the USG just gave them a lease at Tooele army depot base to just go ahead and build to scale there without bothering with permiting or regulation.
I am disappointed that a news source so well respected wouldn\'t bother to do their homework on the topic. I wonder if MP and ARR are paying them as a form of advertising. It would explain why they refused to mention USAR, which MP is trying to sue right now, basically for taking their marketshare with the excuse of grain boundry defusion. USAR may not be the greatest story, and they are just running off Hitachi/Sumitomos old factory scrap and a massive lever with the Lutnick family. But they really went out of their way Not to name them, and they got WAY more money from the Gov. $1.6B. But why not mention the real rising stars like ReAlloys? Or inovators like Ucore Rare Metals scaling closed loop high speed vertical refinery operations in Louisiana? The next story in this video was "Reinvention". But they couldn\'t mention Re-al Rare earth progress. So sad that so few people actually care to understand this sector. MREEs are the foundation of technology and the future of energy. Period. I hope the US public can catch up to the rest of the first world in understanding that on an investment and developement basis before it\'s too late. Because MPs mine, aside from only being NdPr bastnesite, is more than half spent, and has accelerated it\'s depreciation. And we need a dozen new MPs to meet demand this decade.

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