There has been a growing focus within the Canadian mineral exploration industry towards supplying materials for the high-tech and alternative technology sectors. This is evident in the increasing number of companies acquiring graphite, lithium and rare earth element properties.
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.
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.
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. The Zimtu Capital director explains the fundamentals of the graphite market.
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012 and the head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals.
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.