Rick Mills' Secret to Making Money off China's Stealth Metal Demand
Source: Sally Lowder of The Critical Metals Report  (12/4/12)
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes in a number of specialty metals. In this interview with The Critical Metals Report, Mills discusses the positions he's establishing while looming supply shortages remain under the mainstream radar. More >

China's Subsidies Give HREE Prices a Boost
Source: Stuart Burns, MetalMiner  (12/3/12)
"Prices for heavy rare earths have not just stopped falling, but started moving up again." More >

Will China's Trade Agenda Squeeze Fluorspar Supply?
Source: Peter Byrne of The Critical Metals Report  (11/27/12)
One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies. More >

Three Sharp Pencils in the Graphite Game
Source: Mickey Fulp, Mercenary Geologist  (11/26/12)
"Graphite is next in line for a commodity boom." More >

Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks
Source: Brian Sylvester of The Critical Metals Report  (11/20/12)
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. Companies must keep an eye perpetually toward the future, making prescient judgments about end-user demands and constantly evolving technologies. In this interview with The Critical Metals Report, Gareth Hatch, founding principal of Technology Metals Research and president and director of Innovation Metals Corp., gives an update about which projects are closest to production and which have the right recipe to entice customers. More >

Does China Really Want a Rare Earth Monopoly?
Source: Hongpo Shen, ProEdge Wire  (11/19/12)
"China's rare earth White Paper notes that China 'hopes countries and regions with abundant REE reserves will make active efforts in developing their own resources.'" More >

Global Copper Production Under Stress
Source: Rick Mills, Ahead of the Herd  (11/14/12)
"Increasingly we will see falling average grades being mined, mines becoming deeper, more remote and come with increased political and nationalization risk." More >

Why Copper Is a Critical Metal: Mickey Fulp
Source: JT Long of The Critical Metals Report  (11/13/12)
Copper is often referred to as "Dr Copper," the metal with a PhD in economics. Yet most analysts don't view it as a critical metal. In this interview with The Critical Metals Report, Mickey Fulp, author of The Mercenary Geologist, gives his thoughts on why the experts are wrong and why copper should be considered a critical metal. More >

Chris Berry: Who's Ahead in the Graphite Race?
Source: The Critical Metals Report Editors  (11/6/12)
Chris Berry is not only unconcerned with graphite's price softness—he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market that is hungry for high-end technology and energy efficiency. In this interview with The Critical Metals Report, Berry tells us what to look for in a graphite mining stock and identifies companies ahead of the curve. More >

A Critical Metals Mixed Bag: Chris Ecclestone
Source: Brian Sylvester of The Critical Metals Report  (10/30/12)
A flood of companies scrambled to capitalize on the rare earths space, overpopulating the sector with too many losing bets, according to Chris Ecclestone, a mining strategist with Hallgarten & Co. in London. Now, a downturn in the sector should reveal which companies have the pedigree to make it to production, Ecclestone says. In this exclusive Critical Metals Report interview, learn which other metals and minerals are getting the market's attention with positive fundamentals. More >

SA Gold Mines Resume Production as Strikes Draw to Close
Source: Mining Weekly, Natasha Odendaal  (10/29/12)
"The illegal strikes that spread throughout the South African mining sector have eased at three gold producers as workers returned and some mines resumed production." More >

The Five-Minute Minute Guide to the Rare Earth Metal ETF
Source: Carolyn Pairit, Seeking Alpha  (10/29/12)
"While there are a few major publicly traded rare earth miners in the U.S., the space remains fraught with individual company risk. As a result, many investors should take a closer look at this fund." More >

Three Tech Breakthroughs for Graphene Investors
Source: Josh Grasmick, The Penny Sleuth  (10/26/12)
"Just in the month of October, three breakthroughs have proved how graphene isn't just opening new possibilities. . .it's closing in on tangible results." More >

Ames Laboratory Improving Process to Recycle Rare-Earth Materials
Source: Phys.org   (10/24/12)
"Scientists at the U.S. Department of Energy's Ames Laboratory are working to more effectively remove the neodymium, a rare earth element, from the mix of other materials in a magnet." More >

Going with Your Gut on Rare Earth Stocks: Mike Niehuser
Source: The Critical Metals Report Editors  (10/23/12)
Mike Niehuser isn't a rare earth expert per se, but the Beacon Rock Research founder says many of the same investment principles hold true for resource stocks across sectors. At the end of the day, all resource stocks, rare earth plays included, are story stocks, and it takes intuition to buy or sell successfully. In this exclusive interview with The Critical Metals Report, Niehuser tells the spellbinding stories of two promising rare earth companies. More >

Bolivia Faces Struggle to Revitalize Image Among Mining Community
Source: Mining Weekly, Simon Rees  (10/22/12)
"Bolivia needs to attract foreign investment and know-how to continue developing vibrant, modern mining." More >

How The World Uses Rare Earth Metals: Infographic
Source: VoucherCloud  (10/22/12)
"Rare earth elements are crucial to maintaining our current economy, and crucial to developing a sustainable future." More >

Why REE Mining Will Never, Ever Be the Same
Source: Nick Hodge, Energy & Capital  (10/20/12)
"Just as new technology enabled explorers to liberate petroleum locked within the oil sands, so too will it unlock critical metals for centuries to come." More >

Gold's Fall Blamed on Speculative Sellers
Source: Ben Traynor, BullionVault  (10/19/12)
"Heading into the weekend, the gold price in dollars looks set for its second successive weekly fall, the first time this has happened since May." More >

The DOD's Bold Move Will Reward Rare Earths Investors: Jeb Handwerger
Source: Brian Sylvester of The Critical Metals Report  (10/16/12)
The U.S. Department of Defense has made a bold move to support a North American rare earth element project, and it's made waves in the market. In this exclusive interview with The Critical Metals Report, Jeb Handwerger, editor of Gold Stock Trades, explains what this means for investors and what companies may be the sector's next big success stories. More >

Copper Shenanigans from Beijing
Source: Rick Mills, Ahead of the Herd  (10/15/12)
"According to the Beijing Antaike Information Development Co., copper consumption is expected to expand this year at the slowest rate since 1997." More >

How to Profit from the Imbalance in Platinum and Zinc Inventories: Matthew O'Keefe
Source: Peter Byrne of The Gold Report  (10/12/12)
Now is the moment to take a hard look at the state of supply for zinc and platinum, says Matthew O'Keefe of Mackie Research Capital Corporation. In an exclusive interview with The Gold Report, O'Keefe explains how market fundamentals are about to pop up some serious game changers in this space. International demand for zinc and the platinum group metals is booming, but the global supply is about to seriously contract. Well-financed mining corporations will celebrate, while others miss the party. More >

Fluorspar: Critical Mineral, Burgeoning Canadian Industry
Source: Joel Chury, Resource World  (10/12/12)
"As colourful and translucent as a gemstone, fluorspar has so many practical uses that it's gained EU designation as a critical mineral." More >

Metals and Mining Stock Outlook
Source: Zacks Investment Research  (10/11/12)
"Lingering economic concerns, higher inflation expectations in many countries and the relentless Eurozone debt crisis will continue to drive gold prices this year." More >

Ken Chernin Shares Extraordinary Stories of Tungsten and Fluorspar
Source: Sally Lowder of The Critical Metals Report  (10/9/12)
Tungsten and fluorspar may sound like dry subjects, but Jennings Capital Analyst Ken Chernin makes them positively magical. In this Critical Metals Report exclusive, Chernin transports us from Morocco to the dazzling Newfoundland coast, to "Tungsten Town" in Northern Canada. Along the way, we'll meet visionary leaders who work miracles with project logistics, winning fiercely loyal talent in the process. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy—they are compelling stories involving a war metal-turned global growth staple. More >