[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Yellow Lab Life Capital [@YellowLabLife](/creator/twitter/YellowLabLife) on x 25K followers Created: 2025-07-16 20:13:18 UTC Worth just pointing out while its <10% of the revenue (in fact, NdPr + Dy + Tb is <20% of total revenue) at Brooks Ramaco $METC used a NdPr price assumption $20/kg ABOVE the price floor DoD gave $MP Materials Even if govt gives the $$ to build it, the mine won't be profitable unless some insane scandium price floor is available exclusively to Ramaco How does the government do that when Rio Tinto & Sunrise (chair Robert Friedland) would sell Five Eyes origin quantities for $2,000/kg all day to a US government stockpile? Doesn't matter right now in meme-land but worth bearing in mind it will eventually matter XXXXX engagements  **Related Topics** [rio](/topic/rio) [$20kg](/topic/$20kg) [$metc](/topic/$metc) [$mp](/topic/$mp) [Post Link](https://x.com/YellowLabLife/status/1945577503688429964)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Yellow Lab Life Capital @YellowLabLife on x 25K followers
Created: 2025-07-16 20:13:18 UTC
Worth just pointing out while its <10% of the revenue (in fact, NdPr + Dy + Tb is <20% of total revenue) at Brooks
Ramaco $METC used a NdPr price assumption $20/kg ABOVE the price floor DoD gave $MP Materials
Even if govt gives the $$ to build it, the mine won't be profitable unless some insane scandium price floor is available exclusively to Ramaco
How does the government do that when Rio Tinto & Sunrise (chair Robert Friedland) would sell Five Eyes origin quantities for $2,000/kg all day to a US government stockpile?
Doesn't matter right now in meme-land but worth bearing in mind it will eventually matter
XXXXX engagements
