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By Brian Sylvester |
April 20, 2012
Graphite is the "Next Big Thing" for resource investors, but as in any sector, due diligence is a prerequisite for success. The graphite market specialist with Industrial Minerals in London lists which companies to watch in this emerging industry.
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By Gareth Hatch |
April 10, 2012
On Monday Molycorp announced that the estimated proven and probable reserves at its Mountain Pass rare-earth deposit in California have increased by 36%, based on the SEC’s Industry Guide 7 for making such estimates.
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By Anthony J. Alfidi |
March 28, 2012
The panel on automotive tech and grid storage made it clear that there will be no shortage of lithium to meet the world's needs, which is one reason why the Li-Ion battery market is expected to consolidate into a smaller number of manufacturers.
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By Anthony J. Alfidi |
March 14, 2012
Molycorp has been consistently ahead of the game in rare earth metal production. They were first to see the potential in reactivation of the old Mountain Pass rare earth motherlode. Now they're the first REE producer to move toward large-scale vertical integration.
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By Jeb Handwerger |
March 13, 2012
Recent action exemplifies the importance of not being trigger happy when it involves the commodity arena – especially precious metals, uranium and rare earths. Volatility can daunt even the most resolute of investors.
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By Jack Lifton |
March 8, 2012
A prescription for the re-birth, health and continued growth of a non-Chinese rare-earth industry, and a prediction about the growth of the global rare-earth industry over the next ten years.
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By Jeb Handwerger |
January 9, 2012
Once again at the end of 2011 we heard the voices of negation sounding the fear of the bursting of the commodities bubble. The naysayers come out with their Cassandra calls whenever commodities go into a characteristic and salubrious selloff.
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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 JT Long |
November 9, 2011
The Kaiser Research Online editor handicaps the players on the end-user, producer and investor side-believe it or not, China may have the largest stake in developing sources outside its borders.
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By Jon Hykawy |
November 3, 2011
Rare earths are an unsettling topic. Today, everyone tries to claim a concrete view on these materials since at least 2002. But unless you were a scientist or involved in making catalysts or magnets, you probably didn't know they existed until last year.
