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JT Long: Comparisons are useful in evaluating a company, but in the rare earth market, it’s not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses. But out of hundreds of juniors Read more…
Sally Lowder: Despite market malaise, the outlook for rare earth element demand is growing more and more compelling. China still controls a majority of the supply, but has been cautioning the world that even its reserves can’t last forever. North America desperately Read more…
Alec Gimurtu: There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct “critical rare earth” markets that should be the focus for investors today. Even with new mine supply and refining capacity coming on-line over the next four years, Read more…
Brian Sylvester: Resource developers, especially in the rare earths space, are suffering from the market’s obsession with immediate results, says Byron King, writer and editor for Agora Financial’sOutstanding Investmentsand Energy & Scarcity Investor newsletters Read more…
Alec Gimurtu: Bob Wolf, Alliance LLC vice president, doesn’t believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. Read more…
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…
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…
Yiannis Mostrous: Colorado-based Molycorp (NYSE:MCP) is the only rare earth oxide (REO) producer in the Western hemisphere and owns the world’s largest, most fully developed rare earth project outside of China (NYSEArca:FXI). Molycorp is a relatively small and specialized mining company that Read more…
Brian Sylvester: The rare earth elements sector (NYSEARCA: REMX) is poised for long-term growth, but Brian Chin, a research analyst with Gabelli & Company Inc., recommends investors opt for near-term producers. In this exclusive interview with The Critical Metals Report, he shares his top picks. Read more…
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