Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex.
Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game.
In this interview, Jack Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution.
The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants.
Got a rare earth deposit? Great. Got a mine? Even better. But do you have a processing plant? No? That could be a problem. The market doesn't understand how complex and expensive solid-phase rare earth extraction can be.
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets. The Institute for the Analysis of Global Security Senior Fellow explains how investors can play a crucial role in building a supply chain.
With the Federal Reserve signaling that QE3 is off the table, many traders are now betting that the barbarous relic is about to take a prolonged vacation.
The yellow metal suddenly doesn’t have so much to offer.
The midweek trading session in New York opened with lower prices across the precious metals boards as crude oil slipped by a notable amount and as options expiry and month-end related trading book activities became visible.