Rare earth elements are a crucial component of our everyday lives, but many of the companies unearthing them are still learning to navigate the supply chain. Those that can master the dance of metallurgy and end-user relationships will find success.
The worst is over, postulates the Euro Pacific Canada analyst. But is modest appreciation in rare earth stocks a symptom of across-the-board improvement in equities, or have fundamentals in the space changed for the better?
Despite weak across-the-board market sentiment, the Jacob Securities Analyst maintains that rare earths will continue to revolutionize our daily lives and explains how to pinpoint investment opportunities.
Tee co-founder of Technology Metals Research LLC, gives us the lay of the land in the rare earth sector. Many variables are shaping this developing market, and data makes the difference in determining viable investments.
I am appalled by the judgment of mining analysts and managers in the rare earth space. The primitive state of the economic analysis of the rare earth supply and demand sector is indicative of poor understanding of resource economics.
South American Gold and Copper Company Ltd. said Thursday it agreed to a joint venture in Chile with Rio Tinto Mining and Exploration Ltd. to develop the Pimenton copper mine, which was damaged in an avalanche in June.