Excellent article! Question, what do you suppose the Pennsylvania lithium plant will do with the with the brine? If that disposal contains a lot of potassium it could be very harmful for water resources and wildlife.
To your point, yes, high levels of potassium indeed present significant environmental implications.
I'm not familiar with Pennsylvania's case, but it ultimately depends on local environmental regulations and permitting processes, which typically govern how such byproducts must be treated or disposed of.
Be aware that typically, local community input plays an important role in shaping those decisions, so if there are concerns, reaching out to local regulators or participating in public consultations can be a valuable step.
Quick disclaimer: the content we share in our newsletters and forums should not be considered investment advice, in any form.
That said – speaking freely – I’d actually argue the opposite! In our view, critical minerals (some in a higher degree than others) are still significantly undervalued, both in the short-to-medium term and even when looking further out. While the long-term growth rate may not match the more explosive early stages, this 'new global economy' is increasingly built on a foundation that depends entirely on critical minerals.
Just take a moment to look around – either what you see contains critical minerals directly, or they will play a crucial role in its production, transport, or energy supply. It’s inevitable.
As for titanium and rutile – I appreciate the question, but I’ll have to hold back for now. I don’t have enough insight at this point to offer a thoughtful take.
Excellent article! Question, what do you suppose the Pennsylvania lithium plant will do with the with the brine? If that disposal contains a lot of potassium it could be very harmful for water resources and wildlife.
Thanks Sarah, appreciate it!
To your point, yes, high levels of potassium indeed present significant environmental implications.
I'm not familiar with Pennsylvania's case, but it ultimately depends on local environmental regulations and permitting processes, which typically govern how such byproducts must be treated or disposed of.
Be aware that typically, local community input plays an important role in shaping those decisions, so if there are concerns, reaching out to local regulators or participating in public consultations can be a valuable step.
Interesting developments, thanks for write up. So, do you think that long term these are bearish for REE investments?
As a side question, what’s your vision on titanium and rutile particularly?
Hi Andy, thanks for the comment!
Quick disclaimer: the content we share in our newsletters and forums should not be considered investment advice, in any form.
That said – speaking freely – I’d actually argue the opposite! In our view, critical minerals (some in a higher degree than others) are still significantly undervalued, both in the short-to-medium term and even when looking further out. While the long-term growth rate may not match the more explosive early stages, this 'new global economy' is increasingly built on a foundation that depends entirely on critical minerals.
Just take a moment to look around – either what you see contains critical minerals directly, or they will play a crucial role in its production, transport, or energy supply. It’s inevitable.
As for titanium and rutile – I appreciate the question, but I’ll have to hold back for now. I don’t have enough insight at this point to offer a thoughtful take.
Looking forward to more great discussions! Cheers