u/Mindless-Evidence-95

This daily chart told me to buy more at $1.75, and it also suggested that we'll recover quickly from the latest event.

https://preview.redd.it/2tczzdh3rh9h1.png?width=1068&format=png&auto=webp&s=288b5c6edbdc25b6e73324fa24e2e4ff9cbaae02

https://preview.redd.it/x51asrkr8k7h1.png?width=736&format=png&auto=webp&s=2c3d13e6edac5ea1fcca35e085054d50822fe6f7

Looks like the Naskapis are taking a proactive approach by studying how their territory could be developed in a way that benefits both their Nation and Canada's economy, while remaining firmly in control of what happens on their land. They're gathering information first, considering environmental and cultural impacts, and exploring governance and ownership models rather than simply saying yes or no to development. That seems like a pragmatic way to ensure any future decisions are made on their own terms.

The only rare earth projects in that area that I know of so far are Torngat Metals (a private, gove
rnment-backed company just north of Scandium Canada that isn't producing yet) and, of course, SCD.

https://naskapi.ca/2026/06/15/naskapi-nation-launches-the-naskapi-nuuhchiimiiu-maaskinuw-project/

https://scandium-canada.com/scandium-canada-launches-4000-metre-diamond-drilling-program-at-crater-lake/

https://preview.redd.it/8sdtcudr7n6h1.jpg?width=791&format=pjpg&auto=webp&s=5669483c984253ee38e4d015138ff06ab5fd2bfa

https://preview.redd.it/djohyirh8n6h1.jpg?width=1065&format=pjpg&auto=webp&s=b84e4ffdbbeba8446f1f0df1906f9ad89b23b370

https://preview.redd.it/ot4tb818cb5h1.png?width=1408&format=png&auto=webp&s=7639fecb426f2db309f992adae45fa33706f7a67

We might know what happens if it crosses the upper blue line. We also know it doesn't seem likely to go below the other blue one. :)

A breakout could be coming eventually.

I've been thinking about a way to help kickstart the scandium market.

The biggest challenge for scandium has always been a supply-and-demand stalemate. Manufacturers don't want to redesign products around scandium alloys until supply is reliable, while producers struggle to justify large-scale production until demand exists.

Instead of treating scandium as a niche material reserved for aerospace and defense, why not integrate it directly into Quebec-produced aluminum from the start?

Quebec already produces some of the greenest aluminum in the world thanks to its hydroelectric power. Rather than selling scandium as a standalone specialty metal, small amounts could be added to selected aluminum ingots to create a premium Quebec aluminum standard. The goal wouldn't necessarily be to sell it at a much higher price, but rather to make standard aluminum seem more basic while positioning Quebec aluminum as the benchmark for both performance and low carbon footprint.

The creation of a new higher-quality aluminum ingot, branded as something like "Enhanced Green Aluminum," could help companies around the world differentiate their products and support their own decarbonization and sustainability goals. Instead of simply buying aluminum, manufacturers would be buying into a premium material with a stronger environmental and performance story.

Scandium Canada's projected production wouldn't be enough to enrich all of Quebec's roughly 3 million tonnes of annual aluminum output. However, more than 90 tonnes of scandium oxide per year could still support a substantial volume of scandium-enhanced aluminum aimed at higher-value markets such as EVs, rail, drones, defense, marine applications, advanced manufacturing, and specialized extrusions.

What makes this interesting is that the value isn't just in selling scandium. The real opportunity is moving Quebec aluminum further up the value chain. Instead of competing primarily on commodity aluminum prices, Quebec could offer a differentiated product with higher strength, better weldability, improved corrosion resistance, and a significantly lower carbon footprint than most competing aluminum products worldwide.

Once manufacturers adopt scandium-enhanced aluminum in their products, switching away becomes difficult because it often requires redesigning components, recertifying processes, and requalifying suppliers. This creates long-term demand and helps build a durable premium materials ecosystem around scandium.

To me, this seems like a far better strategy than simply waiting for a scandium market to emerge on its own. By integrating scandium directly into Quebec's aluminum industry, you create demand from within the supply chain itself while strengthening Quebec's position as a global leader in premium low-carbon aluminum. It could be one of the few approaches that simultaneously grows both the scandium market and the premium aluminum market.