Editor, Patrick Wong
Monday, January 17, 2011
The Wall Street Journal posted an article today (click here), Toyota Motor Corp. is striving to develop a new type of electric motor to escape a simmering trade conflict involving Chinas grip on a rare mineral. The Japanese auto maker believes it is near a breakthrough in developing electric motors for hybrid cars that eliminates the use
Wednesday, January 12, 2011
Hello All, Just a note that export stats are due next week for the month of December. According to the numbers, October and November were very low whichwas due to the embargo but I expect December numbers to be very strong. I expect total volumes to be 12,500-14000T which would make a new record for a single
Wednesday, January 05, 2011
Part 2This is the second part to an article written for RMB and can be found here:http://www.raremetalblog.com/2010/12/the-rmi-report-china-increases-export-quota-by-82.htmlI can’t help but compare what we see today with events in the past and what we saw in the Uranium boom or what happened with Molybdenum. That being said, it is hard to step in the way of such momentum
Continue reading "The RMI Report: Part 2 - China increases RE export quota by 82%!" »
Tuesday, January 04, 2011
Part 2: This is the second part to an article written forRareMetalBlog and can be found here titled Why Companies Should Think Twice About Buying a Rare Earth Co -- (click here). We live in a world of infinite zero sum sets. We need to look no farther than the encompassing laws of thermodynamics or more specifically
Continue reading "The RMI Report: Why OEMs May Think Twice About Buying a Rare Earth Company" »
Tuesday, December 28, 2010
Christmas a tad late but better than never! I must admit I was getting a bit nervous with all this talk of China cutting its exports by a significant amount for 2011 which would have been very different than my estimate of a very small drop in overall quotas. I have been saying for months that it
Continue reading "The RMI Report- China INCREASES export quota by 82%!" »
Friday, December 17, 2010
WARNING: The following content may not be suitable for mining companies under the age of Bankable Feasibility. This blog contains language that some readers may find disturbing; discretion is advised. I have read and heard quite a few opinions that rare earth consuming companies like Toyota, Mitsubishi, GE, Ford etc. should buy a rare earth mine to
Continue reading "The RMI Report: Why Companies Should Think Twice About Buying a Rare Earth Co." »
Wednesday, December 15, 2010
Just following up on the blog I posted yesterday, it is reported that Chinas Ministry of Commerce announced an increase in the export duties of key rare earth materials. Ferro alloys with concentrations of RE greater than 10% will subject to a 25% duty, up from 20% last year.Neodymium metal duties will go up to 25% matching
Continue reading "RMI Report: As expected, China Raises Duties on Certain RE Material" »
Tuesday, December 14, 2010
I was going to save my forecasts on the upcoming announcement of Rare Earth Quotas and Duties for Friday but an article came out this morning quoting Chinas Ministry of Finance prompting me toput out something today... Details for Chinas plan to increase the duties on certain rare earth products will supposedly be released tomorrow and will
Continue reading "RMI Report: China to Increase Duties on Certain Rare Earth Products" »
Thursday, December 09, 2010
Before I get into this next topic, I just wanted to mention that my blog entries will be somewhat more general rather than specific to a certain company or about my opinion on something in the industry but if there are things you have in particular that you would like me to look into or comment on,
Continue reading "Mining Rare Earths is simply not economic…" »
Wednesday, December 08, 2010
OK here’s the last part… As an investor I took notice that not only was the market relatively inefficient when there was material news but I also noticed that the market consistently grouped all rare earth stocks together no matter the deposit type. The most important data point, however, was what happened when Lanthanum prices rose over
Continue reading "The RMI Report: Reading the Tea Leaves (PT 3) " »
Tuesday, December 07, 2010
The aftermath of this quota cut was very interesting to watch. The number the media like to quote is the incredible 500%+ increase in prices for many rare earths but one should keep in mind that this is for exported product and the export market for rare earths just isn’t that big. If you look at which
Continue reading "The RMI Report: Reading the Tea Leaves (PT 2) " »
Monday, December 06, 2010
The last few months have given us a glimpse into modern day warfare… the good thing is that the human race seems to have evolved by achieving dominance over others not by way of wasting human life but in other, more peaceful ways. The bad news is that the desire to demonstrate dominance or to exercise control
Continue reading "The RMI Report: Reading the Tea Leaves (PT I)" »
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