Australian mining companies have been hard hit by falling commodities prices and rising costs. In this interview, Andrew Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future.
Parallels between graphite and lithium are superficial, insists the analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China is making way for market entrants.
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.
You'll never hear the Mercenary Geologist talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, he believes obscure definitions are confusing investors.
Gold fell initially in Asia before trading sideways and this range trading has continued in European trading. Gold edged higher Tuesday after hopes were dashed that Spain's bank bailout would be the panacea that would lead to alleviating the euro-zone debt crisis.
While it might not look like it now, the most investable trend over the next 20 years is going to be in the resource sector, the renewable and non-renewable resources, the minerals, ores, fossil fuels and biomass.
Washington misses the point about rare earth element supply, says the founder of J.A. Green & Co. while explaining the fragmented policy developments in pending WTO action and arguing that the US needs to develop a domestic supply chain in order to remain competitive
The company has been parking excess cash in silver and gold on a short-term basis since 2008. Instead of falling victim to the volatile silver market, Endeavour “elected not to sell a significant portion of its metal production..."
Complicated more expensive extraction of metals from increasingly harder to find, lower grade ore bodies in almost inaccessible and hostile parts of the world is going to affect our lifestyles. What changes are we going to have to make as nature dictates lifestyles and aspirations?