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.
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.
Comparisons are useful in evaluating a company, but in the rare earth market, it's not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses.
Is the rare earths space an industry in decline, a bubble popped? Not so, says the head of global research and clean technologies analyst at Byron Capital Markets. Hykawy says establishing a supply outside of China could breathe new life into this exiled market.