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Sally Lowder: In a sector where the playing field is not always level, Michael Silver, chairman and CEO of rare earth supplier American Elements, makes a case for more cooperation. With China’s quotas creating a marked price differential for critical metals Read more…
Brian Sylvester: Is the rare earths space (NYSEARCA:REMX) an industry in decline, a bubble popped? Not so, according to Jon Hykawy, head of global research and a clean technologies analyst at Byron Capital Markets. Hykawy tells The Critical Metals Report in this exclusive interview that establishing Read more…
Brian Sylvester: The rare earths (NYSEARCA:REMX) business isn’t unlike a Formula One race, according to Carolyn Dennis, vice-president and senior analyst with Dundee Capital Markets. Companies are speeding to reach production and find strategic partners to grease the wheels to the finish. While several Read more…
JT Long: John Kaiser, editor of Kaiser Research Online, sees 2015–2020 as a critical time for rare earth projects. Any later, he argues, and companies who have not reached production will be out of the game. In this exclusive Critical Metals Report interview, he profiles promising juniors in the space with the “full Read more…
Zig Lambo: Washington misses the point about rare earth element supply, says Jeffery Green, founder of J.A. Green & Co. With the Departments of Energy, United States Trade Representative and Department of Defense each approaching China’s near monopoly from different angles and Congress more divided Read more…
JT Long: With so many moving variables in the rare earth space, how can investors evaluate investment opportunities? Siddharth Rajeev of Fundamental Research Corp. finds his top prospects by zeroing in on a specific material and tracking its growth drivers. Rajeev argues that critical materials used in viable Read more…
JT Long: China’s sudden cuts to rare earth export quotas and domestic production marked the beginning of a Rare Earth Economic War, proposes Jacob Securities’ Senior Mining and Metals Analyst Luisa Moreno. The good news is that partnerships between end-users and mining companies may just be the Read more…
Don Miller: Will a near-monopoly in rare earth metals do for China what oil did for Saudi Arabia? Not if the U.S. government has anything to say about it. Read more…
Ian Wyatt: On Tuesday the Federal Open Market Committee (FOMC) confirmed what many had suspected: interest rates will remain near zero through at least late 2014. It’s a stance the Fed took back in January, and again reiterated this week. Read more…
Jeb Handwerger: Far be it for Gold Stock Trades to indulge in hubris, nevertheless with all humility we not only saw this risk on rally forming in early October but reiterated on many occasions “be not dismayed by recent declines.” “Commodities are not in a bubble.” “Patience and Fortitude.” Read more…
In trading on Friday, the MV Rare Earth/Strategic Metals (NYSEArca:REMX) is outperforming other ETFs, up about 4.65% on the day. Also up on the day is the Read more…
Brian Sylvester: Terence van der Hout, a research analyst with The Gold&Discovery Fund in the Netherlands and editor of Strategy Metals Bulletin, says takeovers are his sweet spot. While gold juniors are very quick to get from a discovery to a takeover, most rare earth explorers are still early-stage ventures. Read more…
Ryan Landon Swanson: China (NYSEArca:FXI) holds 97 percent of the world’s production of rare earth metals (NYSEArca:REMX)—a group of 17 elements that are used in technology products ranging from helicopter blades to cell phones to wind turbines and solar panels. Since 2006, China has Read more…
Critical Metals Report: In the wake of a 2011 roller coaster ride in the rare earth market (NYSEArca:REMX), the sector still holds promise for astute investors, argue Wall St. for Main St. co-founders Jason Burack and Mo Dawoud. In this exclusive Critical Metals Report interview, the pair name the six Read more…
Jared Cummans: Income investors often feel that commodities are not sound investments for their portfolio as something like a futures contract on gold offers no yield. But there are plenty of other ways to make a play on commodities while adding the safety net of dividend yield. Some turn to stocks while Read more…
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