Anthony Hall says Osmond Resources will be the only project in the world that gets its rare earths for free. The zircon and titanium in the same rock pay for the mine, and the rare earths come out as a bonus. He also says the EU today extracts none of those minerals at all.
Anthony Hall is Managing Director and CEO of Osmond Resources (ASX: OSM), a Spanish critical minerals company listed in Australia, developing the Orión project in Jaén province, Andalucía. He has run three listed mining companies and took the first two from IPO into the ASX 300.
One deposit carries rare earths, zirconium and titanium at once. Hall explains why Brussels has moved slower than Washington, and what the Técnicas Reunidas partnership gives Osmond. He also makes the case that the endgame here is robots.
In this episode:
\- Why Osmond calls its rare earths free, and what has to be true for that to hold
\- Hall's account of European extraction today, and the domestic-supply target the Critical Raw Materials Act sets for 2030
\- Why 27 member states make EU subsidy support so hard, and why Spain and Andalucía matter more to him
\- The $16 billion that went into robotics in six months, and what it needs out of a mine
\- Why permitting is the one risk he names, and how an underground mine with no surface tailings changes his odds
Guest: Anthony Hall, Managing Director and CEO, Osmond Resources
Rare Earth Exchanges is accelerating transparency in the rare earth and critical minerals supply chain. New episodes weekly.
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Disclaimer: Educational and informational content only. Nothing here is financial, investment, legal, or tax advice.
Dustin OlsenHost
