|
|
Critical Metals Report: Equity investing is squarely in a risk-off phase and few sectors have been hit harder than junior mining. Rare earth elements equities (NYSEARCA:REMX) are no exception, but most of the materials themselves have not dropped 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…
Don Miller: Warren Buffett is at it again. Although he says he doesn’t want to own gold, the world’s most famous investor has taken a shine to what may be the most precious metal of the 21st century – tungsten. 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…
I just published a 50-page special report on China aimed at institutional investors. An Inconvenient Truth About China: Severn Troubling Trends describes how its semi-market state capitalism model is in need of significant Read more…
Stoyan Bojinov: The Chinese economy has carved out its presence on the global stage and this Asian bellwether continues to offer lucrative growth potential while 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…
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…
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…
Most Comments