South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese.
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations says the founder of House Mountain Partners.
The Byron Capital Markets analyst explains how graphite and vanadium play critical roles in rapidly growing battery markets, as well as in the steel industry. Companies he discusses look poised for major supplier status.
House Mountain Partners founder Chris Berry is making a bet on the unfamiliar element vanadium to be required in large quantities for mass storage batteries and has identified several vanadium names that could power investor portfolios.
The battery materials and technology analyst with Toronto-based Byron Capital Markets, talks about which vanadium producers are ready to grapple with the prospect of increasing demand from the adaption of 'green' uses.