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By Brian Sylvester |
December 21, 2012
For too long, the rare earth space has operated in obscurity. Greater clarity on prices, inventory levels and demand will create more market stability, according to Matt Gibson, institutional research analyst with CIBC World Markets.
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By Brian Sylvester |
October 31, 2012
A flood of companies scrambled to capitalize on the rare earths space, overpopulating the sector with too many losing bets, according to the mining strategist with Hallgarten & Co. in London.
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By Sally Lowder |
October 12, 2012
Tungsten and fluorspar may sound like dry subjects, but the Jennings Capital analyst makes them positively magical. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy.
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By Brian Sylvester |
May 4, 2012
The rare earths business isn't unlike a Formula One race, according to the vice-president and senior analyst with Dundee Capital Markets. Companies are speeding to reach production and find strategic partners to grease the wheels to the finish.
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By Brian Sylvester |
April 20, 2012
Graphite is the "Next Big Thing" for resource investors, but as in any sector, due diligence is a prerequisite for success. The graphite market specialist with Industrial Minerals in London lists which companies to watch in this emerging industry.
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By Mickey Fulp |
March 21, 2012
Throughout human-kind’s history on Earth, we have never exhausted the supply of any mineral or energy commodity, with one notable exception. But before I make my case, let’s cover some historic background.
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By Richard (Rick) Mills |
February 15, 2012
Carbon is the stuff of life. It is the foundation, the chemical basis, of every living thing on Earth. Yet because of its pervasive familiarity we all take it for granted. As investors we might want to rethink that.
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By Zig Lambo |
October 26, 2011
The battery materials and technologies analyst with Byron Capital Markets brings us up to date on the factors shaping the evolution of this growing market and several promising companies blazing trails in the lithium industry.
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By George Mack |
September 2, 2011
The House Mountain Partners founder Chris makes his case that over the longer term the element will be in such strong demand for the electric vehicle revolution that investors will no longer be able to ignore explorers and emerging producers.
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By Mickey Fulp |
June 7, 2011
In 1970, the plant started production of rare earth and specialty metals products and uranium processing ceased in 1990 concurrent with the fall of the USSR. In 1997, the formerly state-owned plant was privatized.