Accessing a sustainable, and secure, supply of raw materials is going to become the number one priority for all countries. Increasingly we are going to see countries ensuring their own industries have first rights of access.
Without critical materials many technologies, products, gadgets and toys, would not exist. The US used to be the world’s leader in development and production of high-tech magnets, it can be again, but not without required rare earth oxides.
Alaska's history has been one of boom to bust to boom. There is no doubt that gold played the major part in the development of Alaska and today precious and base metals are again playing a major role in the state's economy.
The rising demand for silver bullion products with 99.99% fineness has started a new trend - silver denominated notes reminiscent of turn of the century American silver certificates are becoming quite popular.
The REEs, PGEs, lithium and cobalt are all truly critical to the functioning of our modern society. Access to raw materials at competitive prices has become essential to the functioning of all industrialized economies.
A secure supply of this substance is essential to America's future well being - as well as the many other of the world's people who depend on this nation's farming output. Yet the story around phosphate remains under told.
This article is not about the relative efficiency of photovoltaic (PV) cell technologies; it is about the absolute availability of the critical materials required to build those PV cell chemistries that have been selected for mass production.
I have been asked to speak next month, in September, at the Hard Assets Conference in Las Vegas. My topic, on the morning of September 10, will be "Minor Metals as an Emerging Asset Class." That same afternoon I will speak on the "Pitfalls of Investing in Minor Metals." Both of my talks will appear, after they have been delivered, on Resource Investor, but as a preliminary to them I'd like to define for you today what is a minor metal and what, of value to investors, is in the minor metal space.