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gluk.bsky.social
•
84 days ago
Five-hundred eighty-six point nine-six metric tons.
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gluk.bsky.social
•
84 days ago
Billy, I heard we just discovered some mine in Montana with some rare earths. Looks promising.
And President Trump is going to raise those tariffs.
That should do the trick, right?
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gluk.bsky.social
•
84 days ago
Rocco, this is not the 80s anymore. 90% of gallium is produced as a byproduct of aluminum production.
You can't open a greenfield Gallium mine. The unit economics don't work.
We stopped making it here 40 years ago. Tariffs won't do a thing; we need to re-learn how to do it.
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gluk.bsky.social
•
84 days ago
This is what we really need:
Chemical, mechanical, materials science, civil ... every type of engineering and technical resource we can find at home or abroad.
We don't care if they are young, old, white, black, yellow, or purple ... as long as they can build & not just bark.
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gluk.bsky.social
•
84 days ago
We need to partner with existing aluminum producers, retrofitting them to extract gallium as a byproduct.
We don't care where or how old these plants are. We don't have time to get through regulatory approvals.
Brownfield is the only way we can get the unit economics to work.
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gluk.bsky.social
•
84 days ago
Billy, what's going on here?
Why can't we just stick to relying on tariffs and discovering new greenfield mines?
It worked for oil, remember? We figured out the fracking and the shale stuff?
This just sounds painful.
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gluk.bsky.social
•
84 days ago
Look Grady, the goal here is to replace that Gallium, which is a critical component in a variety of commercial and defense sectors, in a sustainable way.
Do I care how its done or if it is painful?
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And President Trump is going to raise those tariffs.
That should do the trick, right?
You can't open a greenfield Gallium mine. The unit economics don't work.
We stopped making it here 40 years ago. Tariffs won't do a thing; we need to re-learn how to do it.
Chemical, mechanical, materials science, civil ... every type of engineering and technical resource we can find at home or abroad.
We don't care if they are young, old, white, black, yellow, or purple ... as long as they can build & not just bark.
We don't care where or how old these plants are. We don't have time to get through regulatory approvals.
Brownfield is the only way we can get the unit economics to work.
Why can't we just stick to relying on tariffs and discovering new greenfield mines?
It worked for oil, remember? We figured out the fracking and the shale stuff?
This just sounds painful.
Do I care how its done or if it is painful?