-
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.
-
By Jack Lifton |
December 6, 2011
The various rare-earth markets are interdependent in a complex way that depends on their end uses. Greedy stock promoters are no match for the forces of the market. "Announcements" are not solutions to problems of supply.
-
By Jack Lifton |
August 8, 2011
If American self-sufficiency is important to insure that our civilian and military manufacturing industries retain their market share and can grow, then those sectors of our economy must strike bargains to ensure their own prosperity
-
By The Mad Hedge Fund Trader |
June 2, 2011
Interest in rare earths is starting to heat up once again, and it is something you should keep on your radar. China's Baotou Steel has announced its intention to start up the world's first rare earths exchange.
-
By Jeb Handwerger |
April 8, 2011
There have been major developments this week in the rare earth arena, which could hold significance for the expansion into Europe of Molycorp and the development of a US domestic supply chain of rare earths.
-
By Gareth Hatch |
March 8, 2011
We can certainly debate and question specific projections. What's pretty clear though is that the figure of 278 kt for total rare earths in 2015 and beyond is referring to projected supply, not demand.
-
By Jack Lifton |
January 24, 2011
Canada has little internal domestic demand for the rare earths, but it has or controls not only more deposits of rare earths than any other country, but also significant operational expertise in processing rare-earth ores to high-purity metals.
-
By Jack Lifton |
September 8, 2010
There is no doubt that Chinas's growth cannot be sustained by domestic production of natural resources. This is obvious to Chinese corporate procurement officers. It is only now becoming apparent to Chinese domestic institutional investors.
-
By Jack Lifton |
August 20, 2010
In rare earth mining small is beautiful. Mines can sometimes be too big to succeed, but Bear Lodge is not likely to be one of those.