Is Sunrise going to be sending scandium oxide to NB (or IBC) for further processing?
Monday's announcement from Sunrise about a US Dept of War loan for $400m USD to support their scandium project contains some interesting language about that project's updated scope:
"Construction of scandium metal refining capacity in the United States, as well as associated modifications to the refinery to produce a range of chemical-grade scandium compounds;"
The US govt may not be very efficient, but it's hard to imagine them working on two different plans for building out future supply of something as critical to national security as scandium metal. Especially given that EXIM and LMT are actively working with both companies. Much more likely imo that NB and/or IBC will be doing the processing of Sunrise's scandium oxide.
If that makes no sense, tell me why...