Editor, Tracy Weslosky
Monday, February 13, 2012
It’s day #2 of my spring challenge. I’ve decided to give up dairy, yeast and coffee for 6 weeks. So far the only thing good about it was the cavalcade of amusing responses from Facebook...including my favorite response with: I’m good on most all of it, but if I give up coffee, someone will likely die. 2
Continue reading "Cheese off my Plate and TUC on the Radar" »
Friday, February 10, 2012
Constantine Karayannopoulos, CEO, President and Director, Neo Material Technologies Inc. (TSX: NEM) in his keynote and kick-off presentation for the Technology Metals Summit titled Shortages, Surpluses and Foggy Roller Coaster Rides; Dispatches from the Rare Earth Front Lines started: “Not all rare earth applications are growing at the same rate...” His presentation along with his PPT will
Monday, January 30, 2012
The breaking news today is that the appeals panel of the World Trade Organization (WTO) has ruled that that China must dismantle its framework of export taxes and quotas for nine extensively used industrial materials. This could ultimately set a precedent for the West to challenge China’s restrictive export policies on other natural resources -- namely rare
The Technology Metals Summit (Itinerary: Download TMS-Agenda-Jan 27VFinalV3) is only 2 days away and counting...the WTO story is just out in the NY Times and emails are flooding in with interest. I am trying to edit a piece for the kick off Wednesday AM before Constantine Karayannopoulos, CEO, President and Director, Neo Material Technologies Inc. hits the
Continue reading "Technology Metals Summit Countdown Inspires Clarity." »
Friday, January 27, 2012
I just received the best email of the day with the title: Next Week in Balmy Toronto Written by the astoundingly clever and astute Byron King, Editor, Outstanding Investments and Energy Scarcity Investor for Agora Financial; he will be a guest on the Inside and Outside China, How will the Rare Earth Market Look in 2012? panel
Continue reading "The "King" Heads North for the Technology Metals Summit" »
Thursday, January 26, 2012
“Rare earths are the economic and technologic foundation of a safe and secure Nation. To possess them imparts independence, immunity to coercion, and the tools to invoke scientific advancement.” -- James B. Hedrick Toronto, ON – January 26, 2012 -- Rare Earth Element World (“REE World”), in conjunction with Pro-Edge Inc. and Market Edge Media is pleased
I worked till midnight, back and forth with Dudley Kingsnorth on his participation in the upcoming Technology Metals Summit in less than 1 week and counting. Dudley has been an immense supporter of mine, so I was really appreciative of the fact that he is planning on...are you ready for this...launching his 2016 and 2020 rare earths
Friday, January 20, 2012
Heading to the Vancouver Resources Investment Conference in 1 hr, I look forward to moderating a panel Sunday at 9:00 am with Thom Calandra, Lawrence Roulston, and Eric Coffin. The Conference runs for the two days between January 22 and 23 and I look forward to hanging out with David Morgan and discussing our mutual interests in
Continue reading "Rare Earth's Rise for the Weekend; Cambridge House REE Line-Up" »
Tuesday, January 17, 2012
Lynas Corp.’s (ASX: LYC) Mount Weld project in Western Australia represents one of the world’s richest rare earth deposits. The company plans to process the ore extracted from Mount Weld at its AU$220 (US$235) million facility in Kuantan, Malaysia. Before this can be done however Lynas must receive a temporary operating licence from the Malaysian Atomic Energy
Continue reading "Update on the Launch of Lynas’ Rare Earth Refinery in Malaysia" »
Tuesday, January 10, 2012
January 10, 2011 -- Tracy Weslosky, CEO for Pro-Edge Inc. interviews George Bauk, Managing Director and CEO for Northern Minerals (ASX: NTU) on the results of the John Galt project announced today. He states: "The results we released today include rock chips of up to 42% TREO and given our real dominance in the heavy rare earths
Monday, January 09, 2012
Posted 2 videos this weekend on RareMetalBlog that I did with Dudley Kingsnorth. I interviewed Dudley late last week with the intent to kick off the New Year providing readers with a translation on what the latest Chinese export numbers really mean first hand from the industry’s leading analyst. The first one is titled the Impact of
Sunday, January 08, 2012
January 7, 2012 - Tracy Weslosky, CEO for Pro-Edge Inc., speaks with world renowned rare earth expert Dudley J. Kingsnorth, Executive Director of Industrial Minerals Company of Australia Pty. Ltd. In this interview, Dudley talks about the recent Chinese export quotas. He explains what how the quota division between the light rare earths and heavy rare earths
Continue reading "Dudley Kingsnorth on the Impact of Chinese Rare Earth Export Quotas for 2012" »
January 7, 2012 - Dudley J. Kingsnorth, Executive Director of Industrial Minerals Company of Australia Pty Ltd, speaks with CEO of Pro-Edge Inc. Tracy Weslosky on the recent Chinese export quota on rare earths. What we have seen is a significant fall in the export of rare earths out of China...due to two factors: high prices and
Continue reading "Downward Pressure on Rare Earth Prices in 2012" »
Monday, January 02, 2012
Would like to thank the reader who sent me this email. Felt you may enjoy some of the letters to the Editor I receive --. “I am surprised your blog has yet to run this story (click here) he starts. EXCERPT: I read this as a disclosure to the public procedural requirement by AELB. It is a
Monday, December 26, 2011
A friend summed up 2011 best when he wrote: Indeed, 2011 sort of reminds me of that old line... Aside from the incident with the man and the gun, how did you enjoy the play, Mrs. Lincoln? This said, a chronic optimist, I have some things to celebrate this year and as a special gift for our
Saturday, December 10, 2011
“As if classified as a top-secret government project, the group of metals known as the rare earth was so shrouded in complexity that it took 151 years from the discovery of the first rare-earth element in 1794, for the final element to be discovered in 1945. In fact, ion-exchange separation technology developed as part of the top-secret
Continue reading "10 Top Intriguing Rare Earth Element Facts " »
Friday, December 09, 2011
“It was lovely to see a confirmation that Mkango Resources will be attending the Technology Metals Summit...” began my note to Howard Fitch of Market Edge Media this morning. Howard is in China at another investment conference and was hanging out with Luisa Morena. “Tell Luisa I said hello” I continued as Luisa was an excellent contributor
Continue reading "RareMetalBlog Update and How the Euro is Affecting us All." »
Monday, December 05, 2011
There you have it; more news in this morning from African based rare earth companies proving what we have been saying all along...there is no rational way to ‘call’ the rare earth sector winners at this time. My point is that I agree with Mr. Bromby on some level with his piece he wrote this weekend titled
Wednesday, November 30, 2011
We are receiving some very good questions this morning. One writer sent me this question: “In the summer of 2011, thru September, Sumitomo stated it could not find sufficient users in Japan for Molycorp product. In todays webcast [by JP Morgan], Mr. Smith implied everything is okay worldwide. Can you explain the differing corp positions, please?” Would
Continue reading "The Rare Earth Industry: Everything is Going to be Alright." »
Saturday, November 26, 2011
The flight to San Francisco is a relatively long one (5hr, 26min) and it didnt help that we were on the runway for an extra hour. Add in 90 minutes pre-boarding for an international flights and time to and from the airport, and this is a 10hr trip. No worries, as the flight was full of REE
Continue reading "Handle Europium with Care to Avoid Walking on the Tips of your Toes." »
Wednesday, November 23, 2011
I love this business. This morning we have had over 1600 unique visitors to RareMetalBlog linked through Facebook, then I was asked by yet another report issuer company for one of our editors to write him an analysis of the rare earth industry. He wanted to pay one of our writers $9k for 30,000 words. Anyone laughing?
Continue reading "Watercooler Confessions: Rare Earths from-the-street..." »
Sunday, November 20, 2011
Raised a southern girl, was brought up that one should not say anything at all; unless they have something nice to say (see formal invitation below). We adhere to the commitment of global vision in our sector through the REE World organization, which distributes Intel and news to over 3700 people in our industry semi-monthly; so we
Continue reading "Banned at the Rare Earth Event in Hong Kong." »
Wednesday, October 05, 2011
This morning, the interagency Trade Policy Staff Committee (TPSC) is having a public hearing to assist the Office of the United States Trade Representative (USTR) in the preparation of its annual report to the Congress on Chinas compliance with the commitments made in connection with its accession to the World Trade Organization (WTO). Of note to RareMetalBlog
Tuesday, October 04, 2011
The emails started at 3:16 AM. “You have to read this” said one with the respective link to the NY Times story Molycorp set to announce rare-earth discovery. While perhaps vague would be an over simplification Molycorp: is set to announce its finding of a new rare-earth deposit at a conference in Washington...the new ore deposit, which
Continue reading "Mark Hits the Spot: Molycorp Finally Dives into Heavy Rare Earth Elements?" »
Thursday, September 22, 2011
Better late than never is an interesting phrase as I contemplate how often people have asked me about rare earths and ‘is it a bubble’ since starting RareMetalBlog in January 2009. In spite of the wreckage in the markets today, the REE stocks we watch on www.RareMetalStock.com are arguably holding ground considering the state of the market.
Sunday, August 07, 2011
“The International Monetary Fund which said in the weekend that Australia is well placed to limit the impact of any disruption caused by worsening international economic conditions...” (Source: International Business Times in Markets: US Rating Cut, Australian Outlook Solid). Australia, the ASX and of course, the Singapore exchange are on my mind in part; because I travelled
Friday, August 05, 2011
Yesterday, while the Dow Jones crumbled, I saw confidence-inspiring indications that the REE space remains resilient, and sought after. While the Dow plunged 512 points, it’s biggest loss since 2009, stocks across the board plummeted. Yet, interestingly enough, while at mid-day I saw plenty of drops in REE stocks, checking back in an hour, and two hours
Continue reading "Portfolio Stabilizers: Rare Earth Stocks." »
Tuesday, June 21, 2011
“Business is a 24 hour thing here. It is common to receive a call at 7:30 PM and then meet up at 11:30 PM at night...the work ethic here is significant...” – Dave Long, Leren Corp. Taken from a DealFlow interview in Malaysia and broadcast on CNBC (To view, click here) last year, it was my conclusion
Continue reading "Human Capital Priority One in Malaysia." »
Sunday, June 05, 2011
Sydney, ASW -- Rather incredulous that I haven’t seen a Starbucks in two days and making due with my coffee being prepared with a tea bag at the Westin, it’s 3AM and am fully rested. Sitting here reviewing The Australian weekend edition, am reviewing a story headline with photos of Malaysian children seeking asylum on page 1
Monday, April 18, 2011
The opportunities to supply ROW* rare earths demand through to 2020 are real. -- Dudley J. Kingsnorth (*ROW refers to rest of the world and does not include China) Have you seen Dudley J. Kingsnorths presentation Rare Earth Opportunities – Real or Imaginary? We have attached his PPT that he used at the BBY Rare Earths Conference
Continue reading "Rare Earth Opportunities - Real or Imaginary?" »
Friday, April 15, 2011
Anyone been to Malawi lately? Known as the warm heart of Africa its fitting that Mkango Resources Ltd(“Mkango”) (TSXV: MKA) means lion in Chichewa, Malawi’s predominant language. Malawi, whichhas significant geological potential for rare earths, largely within a region of southern Malawi known as the Chilwa Alkaline Province; has hada large number of carbonatites mapped and partially
Saturday, April 09, 2011
Had dinner with Ellis Martin last night when I arrived in Calgary from Saskatoon. He was discussing conversations he has had this last week with PELE Mountain, STANS Energy and ALKANE Resources with me. I brought up Great Western Minerals, as I had just met with their team in Saskatoon on Thursday and the upcoming event in
Continue reading "REE World Report: The China 2015 Import Debate." »
Tuesday, April 05, 2011
We would like to thank Jeff Green of J.A. Green Company, LLC for the email today. In it, he writes: The Congressional Research Service just released a report on rare earth materials and national security. It is quite good and includes policy recommendations to support downstream value-added processes. It also discusses the potential of a strategic reserve/stockpile
Monday, March 21, 2011
March 21, 2011 – (Tracy Weslosky, REE World Report -- Publisher) -- Saw the film Limitless this weekend and it seemed a fitting theme for this week’s REE World Report (www.reeworld.com) after reading what our editors have up their sleeves for you today. I was in Pittsburgh for Phil Arnheim of www.AsianMetal.com’s annual International Rare Metal Summit
Thursday, March 17, 2011
We are getting hit by a major influx of emails and calls and the information quality is rising, hence the launch of my new RMB Bulletsblog format. Our team is working onpreparing for this Mondays REE World Report (www.reeworld.com). If you havent joined, there is no time like the present...plus we have started posting industry employment opportunities
Continue reading "RMB Bullets: RareMetalStock, Hastings Rare Metals, REEWorld & PPT Link." »
Tuesday, March 15, 2011
We do not know what is coming in the next couple of months... -- Faizulla Furkhat of Advanced Material Japan Corporation replied to an attendee at Asian Metals International Rare Earth Summit 2011 less than an hour ago. Possessing remarkable composure Mr. Furkhatcommented on a question we all wanted to know: how would the earthquake impact REE
Sunday, March 13, 2011
“Perhaps mining is the answer to world poverty. The fact that the earth exists in its material form with so many riches in the ground…means that there is enough for all to live well.” -- Ellis Martin Barely awake, and unaware of the time change; the phone rings from one of our sponsors with: “I am surprised
Tuesday, January 11, 2011
The Rare Earths market heating up again. Our team is taking phone calls and emails responding to the latest media surge, with stories like the Korean Herald with China’s rare earths becoming rarer Click Here. Going to take this time to announce the new addition of managing editor Jeff Sanford who started full time yesterday and was
Continue reading "Rare Earth Market & Media Heats Up: China’s rare earths becoming rarer" »
Sunday, November 28, 2010
On flight home from a US Thanksgiving in Seattle, I also attended the San Francisco Hard Asset Investment Conference for a 5-day long weekend interspersed with a fine bottle of wine with Saturdays dinner at Chaya. Jim Dines, Rick Rule, John Nadler and yes – Mickey or “the Mercenary” were in fine form as were many in
Wednesday, November 17, 2010
Normally, a report put out by the USGS would go under RMBMedia, but this onewill undoubtedly stir debate. We knew this was coming, and are featuring this today as we start the debate on Rare Earth Elements in U.S. Not So Rare -- Significant Deposits Found in 14 States...this is what www.RareMetalBlog.com was created for: to debate
Continue reading "RMB Debate: USGS Releases Report "Rare Earth Elements in U.S. Not So Rare"" »
Tuesday, November 09, 2010
Guess Reuters missed my piece yesterday titled Rare Earth Industry Dominated by the Scary Smart Club – or perhaps they would have understood how many ‘scary smart’ players are in this business before going to print in the Montreal Gazette with “Abandoned Canadian mine a lesson for rare earth investors”. Barely crawling out of 2 years of
Continue reading "WANTED: Professor Rare Earth to 'Write a Wrong'." »
Monday, October 25, 2010
“There are two ways to live: you can live as if nothing is a miracle; you can live as if everything is a miracle.” -- Albert Einstein Preparing research and market analysis for theCritical Rare Metals Summitin DC this week, and specifically for thepanel on Equity and Investment Banking Perspectives some impressive conclusions stood out that I
Wednesday, October 20, 2010
Our London Editor Graeme Irvine hit it on the head this morning when he wrote the piece Hunting Season Arrives. It was just afternoon when we were twittering from our office ...one persons trash is certainly anothers treasure... -- Japan goes on offense in global rare metal treasure hunt: when we were hit with the big gorilla
Continue reading "China Export Halt of Rare Earth Minerals to U.S. Fuels Market Flame." »
Sunday, September 12, 2010
September 13, 2010 -- Busy weekend at RareMetalBlog and based on this week’s pile-up of emails, the rare metal market shows the market maintaining momentum. We just finished invited a new editor from Australia that provided excellent analysis on NorthernUranium andGreenlnd Minerals this weekto join our team as Ipost You have to know what youre doing to
Saturday, September 04, 2010
ItsLabour Day weekend andif youhave RareMetalBlog sponsors in your portfolio, chances are you aresmiling to yourself.I am looking at new logos for RareMetalBlog, but I told our Art Director that this new logo was a bit too much...and then, I calculated this weeks action only to think that maybe he understands whats happening in our market better
Continue reading "RareMetalBlog Sponsors Average +19.31% this Week in the Market." »
Thursday, September 02, 2010
Received some interesting emails this morning, starting with an updated link to the RareMetalBlog sponsor Alkane Resources updated presentation (click here to access)that they gave at the Mining NSW Conference in Orange, NSW. This is a large file, so be patient while loading; and pending Ron and team get this new software loaded for me – I
Tuesday, August 31, 2010
It was nice to have Editor Ian London drop by our office today. He has been writing for RareMetalBlog since webegan in January 2009 and is the original editor, along with me. Today we have over a dozen editors on the team and there was a lot of news in the industry today.In fact, we have had
Sunday, August 29, 2010
On Monday, August 15th our team sent an alert to RareMetalBlog Sponsors and Editors citing a large volume of traffic coming to our site. We linked the interest to the LYNAS investment in Northern Uranium (ASX: NTU) and several media stories that came out that weekend. This week in our RareMetal Week-in-Review, we thought we would do
Continue reading "RareMetalBlog Sponsors Average +22.92% Increase in 10 Days." »
Saturday, August 21, 2010
The RareMetalBlog Editors are fans of Charn Deols from CACHE Explorations blog entries. This week he wrote Analysis: Rare Earth Monopoly a Boon to Chinese Clean Tech Firms. I was drinking mymorning Cokeand reviewing his comment where he answers Teks question -- TEK: Thanks Charn. If this is the legacy of Chinas growth, we can be assured
Continue reading "Rare Metal Blog: Week in Review (August 15-21, 2010)" »
Saturday, July 24, 2010
Woke up sick, I am never sick but I elected to drink a corked glass of expensive red wine last night instead of throwing it out. Displeased by a client who is clearly stiffing one of my companies for a significant amount of money, thought it would numb my pain – but instead it had me with
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