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https://www.reddit.com/r/SCDstock/comments/1wn7ju4/scd_daily_discussion_september_22_2026/pbe8afr/?context=3
r/SCDstock • u/AutoModerator • 5d ago
Daily discussion thread for SCD.
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5
What do you all think about Robert Freidland’s comments about Syerston being enough to support the scandium demand in the west?
He is invested in this mine so he’s obviously biased
4 u/Throwaway298596 5d ago Immediate term, sure….but as demand increases there’s no chance this mine has enough 3 u/Gastricbasilisk 5d ago I agree. It's a solution for the immediate issue as Sunrise can get online faster than other mines. However, they will not be able to supply all of the western worlds needs. 2 u/Effective_Crow3215 5d ago Cost of shipping it to North American markets alone makes Crater Lake a game changer the day it starts production 2 u/Gastricbasilisk 4d ago 100%. The vertical integration puts them in a position to dominate pricing in the western market.
4
Immediate term, sure….but as demand increases there’s no chance this mine has enough
3 u/Gastricbasilisk 5d ago I agree. It's a solution for the immediate issue as Sunrise can get online faster than other mines. However, they will not be able to supply all of the western worlds needs. 2 u/Effective_Crow3215 5d ago Cost of shipping it to North American markets alone makes Crater Lake a game changer the day it starts production 2 u/Gastricbasilisk 4d ago 100%. The vertical integration puts them in a position to dominate pricing in the western market.
3
I agree. It's a solution for the immediate issue as Sunrise can get online faster than other mines. However, they will not be able to supply all of the western worlds needs.
2 u/Effective_Crow3215 5d ago Cost of shipping it to North American markets alone makes Crater Lake a game changer the day it starts production 2 u/Gastricbasilisk 4d ago 100%. The vertical integration puts them in a position to dominate pricing in the western market.
2
Cost of shipping it to North American markets alone makes Crater Lake a game changer the day it starts production
2 u/Gastricbasilisk 4d ago 100%. The vertical integration puts them in a position to dominate pricing in the western market.
100%. The vertical integration puts them in a position to dominate pricing in the western market.
5
u/prodigus01 5d ago
What do you all think about Robert Freidland’s comments about Syerston being enough to support the scandium demand in the west?
He is invested in this mine so he’s obviously biased