We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors.
Quantitative easing has created new problems for commodity investors—the systemic distortion of the true supply-demand for commodities. What is a long-term investor to do? In this interview, Chris Berry lays out his strategy for profiting from a QE-distorted reality.
Real people may die when countries engage in “currency wars.” Countries debasing their currencies risk, amongst others, loss of competitiveness, social unrest and war. We discuss not only why we believe currency wars are evil, but also what investors may be able to do about them.
Organizers of Investing in Asian Mining Indaba said Wednesday that the World Bank and its International Finance Corp. development unit along with the diversified multinational Earthstone Group have been line up as sponsors.
Molycorp has been consistently ahead of the game in rare earth metal production. They were first to see the potential in reactivation of the old Mountain Pass rare earth motherlode. Now they're the first REE producer to move toward large-scale vertical integration.
Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and Morning Notes co-author, discuss what early-stage mines close to home could be the first to bolster supply in US.
Rare earth elements make possible many technology improvements. The cofounder of Wall St. for Main St. and president of Kerr Trading share the names of the rare earth element companies to watch as the market grows.