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By Jeb Handwerger |
May 13, 2013
There are real supply concerns for Platinum Group Metals or PGMs as laborers continue to protest for higher pay in South Africa. Laborers may demand a large pay increase while the South African producers are unable to stay profitable.
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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 Anthony J. Alfidi |
November 28, 2012
The San Francisco Hard Assets Investment Conference is my favorite trade show ever. It was different this year with the exhibitors split between two levels at the Marriott Marquis but the seminars and workshops were phenomenal.
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By Jeb Handwerger |
October 15, 2012
Good luck to those who were boasting their short trades in the rare earths and paper profits. This may rapidly be coming to an end as the heavy rare earth sector is about to reverse higher as Western nations take a stand and develop their own supply
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By Gareth Hatch |
August 24, 2012
Recent figures indicate that at no point since the introduction of export quotas several years ago, has the amount of rare-earth products exported through official channels, come close to the specified quota limit.
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By Brian Sylvester |
July 25, 2012
It's a complicated business, but the geologist has a simple recipe for successful rare earth mining discusses some exciting projects with all the right ingredients and a technique that makes processing both profitable and environmentally friendly.
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By Adam English |
July 13, 2012
Other nations are slowly building rare earth elements production, but the real action is on the other side of the supply-and-demand equation. China is now consuming 65% of worldwide output versus just 25% a decade ago.
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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.