Despite the collapse in broad commodity prices, numerous specialty metal prices have held or even gone up in the last few years: companies with the potential to produce these metals couldn't attract capital, and the tightness today is now likely to become shortages tomorrow, says Richard Karn, managing editor of The Emerging Trends Report.
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.
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year that ended June 30. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught.
Sometimes the worst of times brings out the best in people. Such is the case in Australia's mining sector, according to Richard Karn. While some companies are floundering or failing altogether, Karn has noticed a few shining exceptions.
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals.
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.
Australian mining companies have been hard hit by falling commodities prices and rising costs. In this interview, Andrew Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future.
Although miners are far more technologically conservative than oil producers, today's tough financing environment may prompt technological advancements in a sector that has historically approached processing "with brute force rather than finesse."
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. The founding principal of Technology Metals Research gives an update on projects are closest to production,