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.
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.
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.
Heightened global demand for vanadium, especially from China, is prompting the global steel industry to aggressively seek out new supplies, especially in the US where this 21st century metal is becoming increasingly indispensible.
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.
Vanadium has been creating quite a buzz in clean energy circles of late. And that is expected to give a big boost to production of the little-known metal in North America, including the first vanadium mine being developed in Nevada.
Don't look now, but vanadium demand is ramping up, the head of global research with Byron Capital Markets, says. The metal could see demand jump if battery manufacturers start using it to boost power output in lithium-vanadium cells