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By Jack Lifton |
December 6, 2011
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.
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By Jack Lifton |
November 28, 2011
A fantasy of growing and infinite demand and inelastic prices (prices not driven by simple supply and demand) increasing without limit, has placed the most emphasis on those rare-earth juniors who say that they will produce in the near term.
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By Jack Lifton |
January 18, 2011
The real question is how much of the higher costs of rare earths can be absorbed by the Chinese supply chain before increases in cost for value-add rise, to where a competitive supply chain can be economic in a foreign (to China) country.