Rare earth elements make possible many technology improvements. The cofounder of Wall St. for Main St. and president of Kerr Trading share the names of the rare earth element companies to watch as the market grows.
Finding experienced teams could be elusive in the rush to capitalize on growing demand for heavy rare earth elements but the Energy & Scarcity Investor and Outstanding Investments editor unearths companies that can deliver the goods.
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.
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.
The Byron Capital Markets analyst sees the rare earth elements sector for what it is - something much different from mining copper or gold. He sees the keys to making money in REEs as metallurgy, location, marketing and downstream integration.
To avoid supply disruptions, companies in need of REEs for products are being encouraged to set up manufacturing in China in the interim. Of course, that's not going over very well because that's extortion, says Kaiser.