Highlights
- Rare Earths Americas is developing Shiloh/Liberty Peak in western Georgia, described as the first novel U.S. rare-earth discovery in roughly 40 years.
- The company has approximately $80 million in cash post-IPO and is running eight drill rigs across Georgia and Brazil simultaneously, targeting over 20,000 meters of drilling.
- CEO Don Swartz highlights the stark divergence between Chinese and ex-China heavy rare earth pricing, warning the West needs many more HREE projects.
- The conversation flags a critical but overlooked bottleneck: a shortage of mining engineers, geologists, and metallurgists needed to rebuild Western rare earth supply chains.
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