Patrick Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off.
The San Francisco Hard Assets Investment Conference is my favorite trade show ever. It was different this year with the exhibitors split between two levels at the Marriott Marquis but the seminars and workshops were phenomenal.
The managing editor of MetalMiner describes herself as a "classic libertarian" but nonetheless believes government has a role to play in developing domestic supplies of critical metals. She argues for private/public partnerships and explains why today's low prices don't phase her.
Despite market malaise, the outlook for rare earth element demand is growing more and more compelling. China still controls a majority of the supply, but has been cautioning the world that even its reserves can't last forever.
Although the first wave of the latest graphite boom may be over, analysts still see a lot of momentum. Predicting which graphite play will move farther faster can often prove difficult, if not impossible, but experts in the sector are providing some suggestions.
The Mercenary Geologist sees an Americas-centric rare earth elements-processing cartel forming to create a supply chain independent of China and points to the top companies that could be big players in the next five years.
China's domination of the rare earth industry has led to very real fears about the future supply of these strategic metals. The head of Medallion Resources explains the supply bottleneck and how his company is working to solve it.