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By Jack Lifton |
September 17, 2012
Even the HREE producers coming on stream in the next two years will have little choice but to sell their products to Chinese or Japanese rare-earth metal and alloy producers. There is no other location for them to go.
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By Jack Lifton |
March 8, 2012
A prescription for the re-birth, health and continued growth of a non-Chinese rare-earth industry, and a prediction about the growth of the global rare-earth industry over the next ten years.
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By Jack Lifton |
December 6, 2011
The various rare-earth markets are interdependent in a complex way that depends on their end uses. Greedy stock promoters are no match for the forces of the market. "Announcements" are not solutions to problems of supply.
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By Jack Lifton |
November 28, 2011
A fantasy of growing and infinite demand and inelastic prices (prices not driven by simple supply and demand) increasing without limit, has placed the most emphasis on those rare-earth juniors who say that they will produce in the near term.
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By Jack Lifton |
September 14, 2011
I am appalled by the judgment of mining analysts and managers in the rare earth space. The primitive state of the economic analysis of the rare earth supply and demand sector is indicative of poor understanding of resource economics.
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By Jack Lifton |
August 8, 2011
If American self-sufficiency is important to insure that our civilian and military manufacturing industries retain their market share and can grow, then those sectors of our economy must strike bargains to ensure their own prosperity
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By Jack Lifton |
July 26, 2011
The "horse race" theme that I devised two years ago, with the winner to be the first to produce heavy rare-earth oxides (HREOs) outside of China, is now in the final lap. The smart money is on the smart management of Great Western Minerals Group.
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By Jack Lifton |
July 20, 2011
The best investments possible in the named critical metals are available in a form that the small investor can buy or trade because their demand can only increase across the board from today's levels.
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By Jack Lifton |
July 19, 2011
Nowhere is China's current stranglehold on the supply of rare earths more deeply felt than in Japan, and nowhere else, I repeat, nowhere else, is obtaining an alternate supply more important than in Japan.
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By Jack Lifton |
June 15, 2011
The only way that the industrial-policy-free and resource-underdeveloped West can maintain its industrial plant that requires rare earths, is to develop the entire rare-earth supply chain outside of China.
