Share prices have tumbled down for many rare earth element miners, while the quality of certain companies has dramatically improved. Is now the right time for investors to strengthen their positions in the space or to turn and run?
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.
Just what are critical metals? They are sometimes referred to as "strategic" or "technology" metals, but clear definitions for these terms often prove elusive and routinely depend on to whom you're talking.
Resource Investor speaks to the author of a new book which presents startling arguments about an impending oil crisis. If you're expecting Canadian tar sands or South American shales to fill the gap... forget about it.