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By Brian Sylvester |
May 1, 2013
Rare earth elements are a crucial component of our everyday lives, but many of the companies unearthing them are still learning to navigate the supply chain. Those that can master the dance of metallurgy and end-user relationships will find success.
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By JT Long |
March 27, 2013
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies .
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By Brian Sylvester |
November 21, 2012
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. The founding principal of Technology Metals Research gives an update on projects are closest to production,
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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 Brian Sylvester |
October 4, 2012
The worst is over, postulates the Euro Pacific Canada analyst. But is modest appreciation in rare earth stocks a symptom of across-the-board improvement in equities, or have fundamentals in the space changed for the better?
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By JT Long |
September 21, 2012
Got a rare earth deposit? Great. Got a mine? Even better. But do you have a processing plant? No? That could be a problem. The market doesn't understand how complex and expensive solid-phase rare earth extraction can be.
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By Sally Lowder |
September 13, 2012
In the next few weeks, China's government will begin stockpiling roughly ¥6B worth of rare earth elements. Does this mean a price floor is imminent? That's what the Asian Metal analyst expects, noting that price decline rates are already tapering off.
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By JT Long |
August 1, 2012
Comparisons are useful in evaluating a company, but in the rare earth market, it's not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses.
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By Alec Gimurtu |
June 20, 2012
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets. The Institute for the Analysis of Global Security Senior Fellow explains how investors can play a crucial role in building a supply chain.
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By Alec Gimurtu |
June 6, 2012
The Alliance LLC vice president doesn't believe everything he reads from manufacturers claiming they can swap out rare earth elements for cheaper, more accessible materials and miners insisting they can fill every gap in the rare earth supply chain.