The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants.
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?
Flood myths are common to human culture. Swollen rivers, tidal storms, and tsunamis make their appearance frequently in literature. But Hurricane Sandy has shifted the discussion from storytelling to reality.
Do Berlin and Tokyo know something that other nations do not? Whatever occurs, expect a vigorous rear-guard action by the global nuclear power industry, as it attempts to preserve its multi-billion dollar industry.
Resource developers, especially in the rare earths space, are suffering from the market's obsession with immediate results, says the writer and editor for Agora Financial who nonetheless argues that large-scale demand for high-tech metals remains.
The path Germany could be compelled to take is to import more and more electricity - either in the form of nuclear power from France and the Czech Republic, coal from Poland or natural gas from Russia.
'We have to get back to basics, back to capital investments and making things - important things. Great countries mine metals and minerals,' he says and shares several companies that are making important things or well on their way.