The various rare-earth markets are interdependent in a complex way that depends on their end uses. Greedy stock promoters are no match for the forces of the market. "Announcements" are not solutions to problems of supply.
If American self-sufficiency is important to insure that our civilian and military manufacturing industries retain their market share and can grow, then those sectors of our economy must strike bargains to ensure their own prosperity
The "horse race" theme that I devised two years ago, with the winner to be the first to produce heavy rare-earth oxides (HREOs) outside of China, is now in the final lap. The smart money is on the smart management of Great Western Minerals Group.
Nowhere is China's current stranglehold on the supply of rare earths more deeply felt than in Japan, and nowhere else, I repeat, nowhere else, is obtaining an alternate supply more important than in Japan.
The only way that the industrial-policy-free and resource-underdeveloped West can maintain its industrial plant that requires rare earths, is to develop the entire rare-earth supply chain outside of China.
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.
I guess that there's no need now to worry about the future supply of the rare-earth metals. Last week the Wall Street Journal reported that Goldman Sachs says the rare earth supply shortage situation will end in 2013.
Any rare-earth mining and concentrating operation must increase the radioactive content of the concentrate over the mineral in the ground. So the issue of allowable radiation levels will need to almost always be addressed.
This means a short-term increase in the supply of these materials, since the production of them is mostly in an unaffected China. This should mean a short-term decrease in the price of the critical rare-earth metals.