Category: Metals & Mining
The analysis published under this category are as follows.
Wednesday, November 02, 2011
No Easy Substitutes for Rare Earth Metals / Commodities / Metals & Mining
By: Critical_Metals_Repo
Light, strong rare earth elements (REEs) revolutionized the digital era and changed the face of our everyday lives. Even as shortages loom and companies scramble to find low-cost solutions, these critical materials cannot be easily replaced, nor can opportunities in this sector be dismissed. In this special for The Critical Metals Report, Gold Stock Trades Editor Jeb Handwerger calls attention to mainstream media's shortcomings in its REE sector coverage and profiles one company already making headlines.
Wednesday, November 02, 2011
China Leverages Electrolytic Manganese Metal Stockpile Monopoly / Politics / Metals & Mining
By: Anthony_David
metal over 30 years ago, but so far, the country has not been able to produce any electrolytic manganese (EMM), a critical alloying element. And like rare earths, the US has been sourcing its electrolytic manganese largely from China and small amounts from South Africa. In 2009, China’s production accounted for 95% of the global electrolytic manganese production.
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Wednesday, November 02, 2011
China’s Rare Earths Game Attracts Players Worldwide / Commodities / Metals & Mining
By: Anthony_David
Early 2011 saw stock prices of rare earth companies soaring upwards with the share price of Colorado based Molycorp Inc. reaching $79.16 per share. However, Molycorp share prices fell by 32% over four days in September. The price fall was partly because of falling rare earth prices worldwide combined with excess inventory and partly because of overall market trends. Stock prices of Australia’s Lynas Corp have also been adversely hit by falling rare earth prices. Average rare earth oxide prices have fallen almost 20% over the last quarter. Recent developments could however bring about another hike in rare earth prices, which would mean sunny fortunes once again for non-China based rare earth producers.
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Wednesday, October 26, 2011
Companies Positioned to Grow with Exploding Lithium Demand / Commodities / Metals & Mining
By: The_Energy_Report
Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on several promising companies blazing trails in the lithium industry.
Monday, October 24, 2011
Vale, Emerging Markets Mega-Miner Taking Production to Another Level / Companies / Metals & Mining
By: Money_Morning
Jack Barnes writes:
You might think you know everything you need to know about Vale SA (NYSE: VALE), but you don't.
This is a company that, while big, is rife with hidden profit potential.
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Thursday, October 13, 2011
Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit / Commodities / Metals & Mining
By: The_Gold_Report
Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go.
The Gold Report: Your talk was titled "Gold, Silver, Copper, Nickel and Alternative Energy: the Commodities I Still Like." Before we get into the specific commodities, I wanted to ask you about the distortions in supply and demand that you mentioned. As more investment is going into exploration, fewer discoveries are being made. Is that because the easy ones have already been mined? Are costs higher? Are there more regulatory burdens? And how does that impact share prices?
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Wednesday, October 12, 2011
What Economic Uncertainty Means for the Rare Earth Metals Sector / Commodities / Metals & Mining
By: Critical_Metals_Repo
The rare earth sector has seen astronomical gains in recent years as Chinese export restrictions, short-sighted U.S. policy and investor interest combined to make front page news. In this exclusive article for The Critical Metals Report, Chris Berry, founder and president of House Mountain Partners, LLC, argues that a "Great Reset" is changing the face of the sector, rewarding explorers far more selectively.
Monday, October 03, 2011
Will The U.S. Ever Build A Strategic Metals Reserve? / Politics / Metals & Mining
By: Anthony_David
In late August, Michael N. Silver, president and chairman of the board of American Elements—a company that manufactures engineered and advanced materials—suggested that the United States should build a Strategic Metals Reserve (SMR) in an effort to protect its manufacturing and defense interests in case of an embargo by any nation, especially China. He pointed out that earlier this year China had already used its strategic position in the rare earths market against Japan.
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Monday, October 03, 2011
Market Volatility Continues To Shake Up The Rare Earths Industry / Commodities / Metals & Mining
By: Anthony_David
After two years of continuous increase, the prices of rare earth metals seem to have reached a more balanced level in recent times. The primary causes for this change is the optimistic supply scene and the possibility of China facing legal challenges because of its export restrictions. China controls almost 97% of the global market and over the years, its export restrictions and other policies have sparked panic buying, frantic searches for alternative sources and price hikes of almost ten times in certain cases. Certain companies have also begun reducing their usage of rare earth metals.
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Friday, September 30, 2011
China’s Rare Earths Monopoly - Peril or Opportunity? / Commodities / Metals & Mining
By: OilPrice_Com
The prosperity of China’s “authoritarian capitalism” is increasingly rewriting the ground-rules worldwide on the capitalist principles that have dominated the West’s economy for nearly two centuries.
Nowhere is this shadow war more between the two systems more pronounced than in the global arena of production of rare earths elements (RREs), where China currently holds a de facto monopoly, raising concerns from Washington through London to Tokyo about what China might do with its hand across the throat of high-end western technology.
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Thursday, September 29, 2011
China's Rare Earths Monopoly - Peril or Opportunity? / Commodities / Metals & Mining
By: OilPrice_Com
The prosperity of China's "authoritarian capitalism" is increasingly rewriting the ground-rules worldwide on the capitalist principles that have dominated the West's economy for nearly two centuries.
Nowhere is this shadow war more between the two systems more pronounced than in the global arena of production of rare earths elements (RREs), where China currently holds a de facto monopoly, raising concerns from Washington through London to Tokyo about what China might do with its hand across the throat of high-end western technology.
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Wednesday, September 28, 2011
China Eyes West Africa’s Iron Ore: Junior Posts Positive Drill Results / Commodities / Metals & Mining
By: Submissions
Chris Devauld writes: Despite the ongoing economic turmoil and growing concern over a slowdown in global steel production, Chinese demand for iron ore remains strong. Having imported 618 million tons last year, China is by far the world’s largest iron consumer. China only produces 14% of the world’s Fe, while consuming approximately 50% of it. With 85% of its iron ore coming from Australia, Brazil, India and South Africa, the economic giant finds itself in a war to break from its dependence upon the “Big 3” producers—BHP Billiton [BHP-NYSE] , Rio Tinto [RIO-NYSE] and Vale [VALE-NYSE].
Wednesday, September 14, 2011
Profit from Really Critical Rare Earth Elements / Commodities / Metals & Mining
By: Critical_Metals_Repo
Despite the important sounding name, not all rare earth elements are critical or in short supply compared to the ultimate demand. In this exclusive article for The Critical Metals Report, Jack Lifton, a senior fellow of the Institute for the Analysis of Global Security, shares the secrets for determining if a company has a chance of growing into a viable, profitable venture that will benefit both investors and host countries.
Wednesday, September 14, 2011
Why Obama Should Address the Rare Earth Crisis / Politics / Metals & Mining
By: Jeb_Handwerger
"A little bread-and-butter support by Obama could provide an important boost for the rare earth industry."There is a fast growing crisis to modern industrial nations posed by China's draconian and monopolistic maneuvers in the implementation of a quota system. With one specific bread and butter support by Obama, the rare earth industry (REMX:NYSE) could receive an important boost, providing jobs and facilitating the development of a new industrial sector.
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Friday, September 02, 2011
China’s Rare Earths Squeeze / Commodities / Metals & Mining
By: Anthony_David
China’s policy of tightening its rare earth export quota has been causing quite a furor in the rare earth metals market since 2009. With increasing technological advances, the demand for rare earth metals is only increasing worldwide and the declining supply is causing prices to shoot upwards. Prices can come down only if end users reduce production and thereby reduce demand. However, that is an unlikely situation and even if it did happen, the effects are likely to be short lived.
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Wednesday, August 31, 2011
Beryllium - Even Sexier than it Sounds / Commodities / Metals & Mining
By: George_Maniere
The young Marine sniper lays motionless in a shallow bed of sand and broken rock on the mountainside in Afghanistan. The sun blazes down, and he’s sweating. He’s spent the morning scanning a valley for Taliban fighters who keep a low profile in their maze of spider holes.
After a while, another Marine – the spotter – says, “I’ve got him. He’s just next to the tree, to the left of that stone house.”
Wednesday, August 31, 2011
Cobalt Is the King of Critical Metals / Commodities / Metals & Mining
By: Critical_Metals_Repo
Most people don't know or care about cobalt. But, as with a number of metals we seldom hear about, we would certainly miss cobalt if it were not available for use in many cutting-edge applications. In this exclusive interview with The Critical Metals Report, Rick Mills, editor of Ahead of the Herd, talks about the supply and demand for critical metals and tells us why cobalt is the "King of Critical Metals." He also tells us why he likes two emerging cobalt producers that could reward investors looking to participate in this very tight market dominated by China.
Tuesday, August 30, 2011
Rare Earth Metals Are Not That Rare / Commodities / Metals & Mining
By: George_Maniere
The term Rare earth is an oxymoron. Rare Earths are all around us and indeed are very common. What is rare is to find high concentrations of Heavy Rare earths in a mining friendly area, mines that are the open pit variety, sites that have the basic infrastructure needed for mining (electric and water) and finally mines that have the roads or waterways to move massive amounts of these earths to separation plants at a cost effective rate. This is indeed a rare combination.
Saturday, August 27, 2011
Mining Stocks Sectors Two Biggest Risks / Commodities / Metals & Mining
By: Richard_Mills
Country Risk - Where the political and economic stability of the host country is questionable, and abrupt changes in the business environment could adversely affect profits or the value of the company's assets.
Resource Nationalism - The tendency of people and governments to assert control, for strategic and economic reasons, over natural resources located on their territory.
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Wednesday, August 24, 2011
The Manganese Market, a New Economic Growth Barometer? / Commodities / Metals & Mining
By: Critical_Metals_Repo
Manganese's many uses in infrastructure and building materials make its market a strong barometer for gauging the world economy. Soaring growth in countries like China and India has led to high global demand. In this exclusive interview for The Critical Metals Report, Helen O'Malley, a bulk manganese specialist with CRU International in London, discusses how manganese prices are closely tied to the economy and, in contrast to exchange-traded base metals, overwhelmingly determined by supply and demand.