REE Price Rally to Lift Asian Producers

Source: MarketWatch, Myra P. Saefong (10/18/10)

"Demand, political tensions combine to drive prices."

A sharp drop in Chinese exports of rare-earth metals has fueled a rally in global prices, and Asian miners of these commodities are poised to benefit.

Japanese manufacturers that use the metals have managed to hold off the brunt of the price pain for the now, shortages of the metals are possible next year, strategists said.

Japanese companies have seen a large decline in imports of the rare earths from China since July, according to The Wall Street Journal.

"While investors watch the gold price touch new highs, metals termed 'rare earth' that are used in a variety of industrial applications have climbed far faster over the past month," strategists at Nomura told clients in a note issued last week.

"The increasing need by the electronics industry for special metals with defined characteristics, such as inertness, conductivity and fusibility, has seen a revival in demand for [rare earths]," Nomura strategists said.

That demand combined with the tension between China and Japan last month to boost prices for the rare earths worldwide, and the price of rare earths has soared by 200% over the past three months.

China, the world's biggest REE producer (accounting for more than 95% of global supplies of rare earths), could be at an advantage.

"China would withstand the inflation from higher prices due to massive volume of capacity and output [of rare earths], and control over most of the life cycle of the finished goods that the planet can't live without," said Richard Hastings, marco and consumer strategist at Global Hunter Securities. "All of this encourages more investment in China."

Meanwhile, Australian companies are set to add more production, Nomura strategists said.

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Latin America: Six Gold Juniors Amass 100M+ Ounces
Source: Marc Davis, BNW News (05/25/2010)

Latin America, the world's last great mineral frontier for prolific gold discoveries, is proving a godsend for some lucky investors.

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."

I haven’t spoken to my old mining stock friend, noted and universally respected gold stock guru, Bob Bishop, about Rare Element in a year, but I hear he is still a supporter and very large shareholder. I don’t believe he will hold it against me to remind you that this was one of his favorite holdings when he left the newsletter writing business. . .

It's Only the Beginning for Uranium
Source: www.financialinsights.com (06/03/2005)

Dr. Richard S. Appel, author of Financial Insights, first became bullish on uranium in mid-2003, when it appeared obvious that its supply versus demand equation was fated to seriously drive higher its price. Since then, a series of events in the uranium industry has led Appel to believe that uranium prices will reach never before seen levels.

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