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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 Zig Lambo |
January 23, 2013
Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first — and at what cost?
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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 The Mad Hedge Fund Trader |
December 13, 2012
There is no single answer to asset allocation, and it is every man for himself. One thing that I can tell you with certainty is how a hedge fund approaches the issue. I’ll draw up a strategy that might fit a small, one-man hedge fund, with limited resources and programming...
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By Mark O'Byrne |
November 7, 2012
Gold fell slightly in Asia prior to eking out further gains and rising above $1,730/oz in early European trading after President Obama was confirmed as the next president of the United States.
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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 Jack Lifton |
September 17, 2012
Even the HREE producers coming on stream in the next two years will have little choice but to sell their products to Chinese or Japanese rare-earth metal and alloy producers. There is no other location for them to go.
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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 Brian Sylvester |
August 15, 2012
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations says the founder of House Mountain Partners.