Editor, Gareth Hatch
Thursday, August 25, 2011
Since publishing the Critical Rare Earths report earlier this month, Ive received plenty of feedback on its contents, and the approach that I took with it. I particularly appreciate the interest in, and coverage of the report by RMB and REE World. Ive had some great dialog with folks who dont necessarily agree with some of the
Continue reading "The Practical Realities of the Rare-Earths Sector" »
Saturday, January 01, 2011
December 30, 2010 (Source: Technology Metals Research) --On December 28, 2010 the Chinese Ministry of Commerceannounced the allocation of rare-earth export quotasto individual companies operating in China, for the first half of 2011. Including a provisional allocation of a small export quota likely to be awarded in March 2011,the total allocation for H1-2011 is 14,508 t of
Continue reading "How The H1-2011 Rare-Earth Export Quotas Were Allocated" »
Tuesday, December 28, 2010
December 28, 2010 -- (Source: TMR) -- Earlier today, the Chinese Ministry of Commerce announced the quota allocations for rare-earth exports for the first half of 2011. Unfortunately some of the earlier reports on the announcement got the numbers wrong, so I thought I’d put together a quick summary of what’s going on. I’ve also posted
Continue reading "Chinese Rare-Earth Export Quotas for H1-2011" »
Tuesday, October 26, 2010
October 24, 2010 (Source: Technology Metals Research, LLC) -- As we approach the end of October 2010, initial news coverage of disruptions in the Chinese supply of rare earths to Japan, has given way to news of similar disruptions to the USA and to Europe. The majority of coverage accuses China of imposing an embargo on its
Friday, October 08, 2010
Jack Lifton I recently had a private discussion on the merits of a number of rare-earth mining ventures, and how the proposed size of each project (in terms of tonnage in the ground and / or production rate) might affect the overall probability of success. While we agreed on a number of the points discussed, our overall
Continue reading "The Goldilocks Mining Principle: Right-Sizing Rare-Earth Mining Ventures" »
Wednesday, September 29, 2010
It’s all so utterly predictable.Every man, woman and canine following the rare earths space will be aware of the ongoing saga of China’s alleged unofficial ban on rare earth exports to Japan. We’ve been told that China got uppity with Japan over its arrest of a fishing trawler captain, and the next thing you know China was
Continue reading "Focus On The Japan vs China Rare Earths Saga Misses The Point" »
Monday, August 23, 2010
Later this week Ill be flying out to Europe, ahead of the 21st International Workshop on Rare Earth Permanent Magnets and their Applications - also known as REPM10 or simply The Workshop within the magnet industry.This Workshop will be held on the shores of the picturesque Lake Bled in Slovenia, and is the latest in a long
Continue reading "BLOG: Europe Beckons: The Rare Earth Permanent Magnet Workshop in Slovenia" »
Thursday, August 05, 2010
John Kaiser has given me permission to re-post his recent interview with Bob Bishop, a former newsletter editor, on his visit to Quest Rare Minerals Strange Lake property...---Originally published July 29, 2010Kaiser: Bob Bishop, retired editor of the Gold Mining Stock Report, recently participated in a field trip to the Strange Lake rare earth project of Quest
Continue reading "BLOG: John Kaiser Talks With Bob Bishop On His Visit To Strange Lake" »
Wednesday, August 04, 2010
Byron Capitals Jon Hykawy, clean technologies and materials analyst, discussed rare earths, Molycorp and Great Western, on BNN yesterday. You can watch the 5 minute segment via:http://watch.bnn.ca/market-morning/august-2010/market-morning-august-3-2010/#clip331827
Continue reading "MEDIA: Jon Hykawy Discusses Rare Earths on BNN" »
Tuesday, August 03, 2010
Mark Smith, CEO of Molycorp, Inc. was interviewed on CNBC on Monday as part of a segment on the metals trade:
Continue reading "MEDIA: Molycorp's CEO Mark Smith on CNBC" »
Thursday, July 22, 2010
Dacha Capital is a relative newcomer to the rare earths sector. Instead of owning rare earth deposits or the shares of junior mining and exploration companies, the company’s focus is on the purchasing of physical inventories of rare earths and other materials as an investment strategy. As such, the company has been subject to a lot of
Continue reading "BLOG: Dacha Capital: A Discussion With Patrick Wong" »
Monday, July 19, 2010
As reported in my introduction to the first of a pair of articles titled Chinas Rare Earths Game Plan,the first week of July 2010 saw an announcement from the authorities in China of a significant reduction in the total amount of rare earths that may be exported from China in the latter half of 2010. In addition
Continue reading "BLOG: China's Rare Earths Game Plan: Part 2 - The Issue Of Pricing" »
Wednesday, July 14, 2010
Earlier today, the CEO of Neo Material Technologies,Constantine Karayannopoulos, was interviewed on BNN regarding the news on the reduction in rare earth exports from China.You can take a look at the interview at the BNN web site athttp://watch.bnn.ca/#clip325058 .-- Gareth Hatch
Continue reading "MEDIA: Neo Material's Constantine Karayannopoulos Interviewed On BNN " »
As mentioned earlier this afternoon at RMB by Tracy, I have just finished putting together the first of a pair of articles on the news last week, thatthe authorities in China have announced a number of changes that will significantly affect the rare earths sector in China. These changes include: a reduction in the total amount of
Tuesday, July 13, 2010
In discussions and presentations on rare earths and their extraction and processing, junior mining and exploration companies are frequently asked to discuss how they plan to handle and dispose of any thorium present in the deposit [especially if the deposit contains monazite]. The presence of thorium in such deposits is usually perceived to be at best a
Continue reading "BLOG: Thorium: Time For A Change In Perception?" »
Saturday, July 10, 2010
As reported by Japans NHK TV channel yesterday, Japans Ministry of Economy, Trade and Industry will apparently ask the Chinese government next week to review the new export quotas for rare earths next week, during bilateral economic talks in China. The news clip is below:-- Gareth Hatch
Continue reading "MEDIA: Japan Asks China To Relax Rare Earth Export Cap" »
Thursday, July 08, 2010
Christopher Ecclestone of Hallgarten Company has today published a new report called Soup to Nuts: Vertical (or quasi-vertical) integration in the mining/industrial space. The report covers the general specialty metals space, building on the content of the last report on this space. It includes commentary on tungsten, rare earths, lithium, tellurium, graphite and cobalt.Mr. Ecclestone again makes
Wednesday, June 30, 2010
We got word today that another company has entered into the rare metals ETF fray. Van Eck Associates Corporation, a subsidiary of Van Eck Global, a New York-based financial outfit, gave notice to the US Securities Exchange Commission of its intent to form just such an ETF. The new vehicle, called the Market Vectors Minor Metals ETF,
Continue reading "BLOG: New US-based Minor Metals ETF Announced" »
Saturday, June 26, 2010
At the end of last month, the Institute Français des Relations Internationales [IFRI] held anEnergy Breakfast Roundtable in Brussels, Belgium, and featured a seminar titled Rare Earths - Strategic inputs to Sustainability with Jim Hedrick, formerly of the USGS and now with Hedrick Consultants Inc, and Christian Hocquard, an economist with BRGM. Both speakers gave substantial presentations
Tuesday, June 22, 2010
According to a news release on her Web site, earlier today US Senator Lisa Murowski [R-AK] introducedThe Rare Earth Supply Technology and Resources Transformation [RESTART] Act into the Senate for consideration [update on June 23, 2010 - the resolution is number S 3521]. This is a companion bill to the one that was introduced by US RepresentativeMike
Continue reading "BLOG: RESTART Act: Counterpart Legislation Introduced Into US Senate" »
Monday, June 14, 2010
Earlier tonight, PBS aired a ten minute segment on rare earths, on its Newshour with Jim Lehrer program. The program covers pretty much all of the angles when it comes to the subject. Check out the video: -- Gareth Hatch
Continue reading "MEDIA: PBS Newshour Airs Segment on Scarcity of Rare Earths" »
Monday, June 07, 2010
A couple of months ago, Toyota Motor Sales USA hosted a Sustainable Mobility Seminarin La Jolla, California, featuring presentations and panel discussions from global experts in energy, science and economics, exploring the future of mobility. One speaker at the Seminar was Robert Bryce, author of such books as Gusher of Lies and more recently Power Hungry, who
Sunday, May 30, 2010
Sometimes things actually move pretty quickly in Washington. The FY2011 National Defense Authorization Act [NDAA] was passed on Friday by a vote of the US House of Representatives, with a comfortable margin. As reported earlier this week, the Act contains provisions pertaining to the rare earth supply chain, with a set of mandates directing the Department of
Wednesday, May 26, 2010
This past weekthe bloghad alarge amounton the Rare Earthindustry towrite about.Gareth Hatch wrote House Armed Services Committee Proposes Further Measures On Vulnerabilities In Rare Earths Supply Chain discussing the Government Accountability Office [GAO] report on rare earths. We will continue to watch how this legislation will affect the industry especially in the US and look forward to
Continue reading "RareMetalBlog Week in Review: 5/17/10 - 5/26/10" »
Tuesday, May 25, 2010
Earlier this year, the release of the Government Accountability Office [GAO] report on rare earths garnered much attention, with its analysis of the vulnerabilities in the defense supply chain, particularly relating to to the geographic concentration of rare earth supply in China. Some may recall that this report was the result of language inserted into the National
Yesterday CNN aired a short piece on rare earths, and growing concerns on their supply. The video can be viewed here:-- Gareth Hatch
Thursday, May 20, 2010
Yesterday the BBC News Web site published a short article on rare earths entitled Why China holds rare cards in the race to go green, ahead of a 30 minute piece on the subject, as part of BBC Radio 4s Costing the Earth series, broadcast yesterday and again today. For those of you unfamiliar with Radio 4,
Tuesday, May 18, 2010
In the past few months I have noticed a couple of ongoing trends in the rare earths sector, that I think are worthy of attention and debate. Feel free to post your thoughts and perspective on what Im about to say here, whether you agree with me or not... The first trend is the continued commentaryon the
Continue reading "BLOG: The Rare Earths Sector: Time For The Industry To Grow Up?" »
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