What It Costs to Process a Tonne of Ionic-Clay Ore
Inside public ionic-clay cost estimates: mining, fleet ownership, reagents, power, staffing and the distinction between operating expenditure and capital.
Read the analysis 42 minute read
Research & insights
Research & Insights
Materials intelligence at the point where rare earths meet technology, industrial demand and resilient supply chains.
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This channel is separate from Magnes News & Results. It contains Magnes-authored analysis with explicit sources and assumptions. These articles are distinct from issuer releases, sales forecasts and manufacturer-confirmed product inventories.
China’s rare-earth paradox
China’s processing position and its domestic resources are different questions. Dysprosium and terbium show why import use is not, by itself, proof of a current national shortage.
Read the analysis 12 minute read
Serra Verde / Pela Ema: What the Public Record Implies About MREO Output per Tonne of Ore Processed
A source-linked reconstruction finds approximately 76 g of MREO in recorded output per reported tonne processed, while showing why recovery and PLS grade remain unproven.
Read the analysis 18 minute read
The Conditional 4-Gram Microduck Estimate: How Robotics Could Reshape Rare-Earth Demand
A transparent NdFeB-analogue screen turns a tiny 15-motor robot into a much larger question about physical AI and magnet demand.
Read the analysis 12 minute read
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Insight articles use public information and clearly labelled scenarios. They are not technical disclosure for the Minas Americas project and do not replace issued source documents.
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