A Financial Perspective on Graphite
Source: Jessica Roberts, Industrial Minerals  (2/15/12)
"Graphite is gaining momentum, but understanding, education and interest are all low. Go, go, go, because graphite is going to be a race." More >

Rare Earth Metals Demand Is Unstoppable: Jeb Handwerger
Source: Sally Lowder of The Critical Metals Report  (2/14/12)
Not long after the New Year dawned, Gold Stock Trades Editor Jeb Handwerger noted certain rare earths emerging from their 2011 slumber to produce impressive gains. It's not yet March, but the good news keeps coming. Despite dire predictions that demand is drying up, Handwerger tells The Critical Metals Report in this exclusive interview that the world remains at risk of supply shortfalls. It's not strictly a rare earths story, either. Read on to see what he has to say about the nascent niobium space. More >

Critical Rare Earths Face Looming Shortage
Source: Philip Burgert, Resource Investor  (2/10/12)
"The most optimistic of projections suggests a shortage of 20,000 tons of critical rare earth metals is likely to develop by 2015, a review of the sector's status concluded at the Investing in African Mining Indaba conference." More >

Graphite and Rare Earth Metals for the 21st Century: Jack Lifton
Source: The Critical Metals Report Editors  (2/7/12)
The list of once-obscure metals and minerals that are becoming "strategic" seems to be growing daily. However, population growth and rising living standards in developing countries are driving demand for most raw materials. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how increasing demand and harder-to-mine deposits are raising prices on these essential materials. More >

January Was a Good Month for Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades  (2/1/12)
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news." More >

WTO Ruling on China's Raw Materials Exports May Not Ease REE Constraints
Source: Dorothy Kosich, Mineweb  (2/1/12)
"Despite the WTO's successful challenge of Chinese export restrictions on raw materials, the European Commission and the U.S. probably won't make much headway on China's REE domestic production restrictions." More >

Rare Earth Metals—Not Your Father's Mining Biz: Byron King
Source: Brian Sylvester of The Critical Metals Report  (1/31/12)
The non-Chinese rare earth metals sector is not dying, insists Byron King, editor of Outstanding Investments and Energy & Scarcity Investor. However, a rare earth miner's path to success significantly differs from the precious metals game. In this exclusive interview with The Critical Metals Report, King explains what makes this market distinct for producers and investors alike and offers winning strategies for both camps. More >

Copper Continues to Confound the Commodities Crowd
Source: Mickey Fulp, Mercenary Geologist  (1/30/12)
"In the long run, we will continue to use more copper worldwide every year than we are discovering in new deposits and developing into new mines. Therefore, I remain a long-term secular bull for copper, as the citizens of emerging market countries demand the electricity, modern-day transportation and myriad of consumer goods and conveniences that we view as necessities in the developed world." More >

Coming Scarcity of HREEs in Modern Apps Looks Good for Canadian Companies
Source: RareMetalBlog  (1/27/12)
"The geology of Canada and the remote regions, especially the north, provide excellent opportunities for finding the resource with the narrowest niches." More >

Rare Earths Breaking Downtrend to the Upside
Source: Jeb Handwerger, Gold Stock Trades  (1/25/12)
"The handheld smart devices envisioned by early pioneers such as Steve Jobs would only have existed in the fertile brains of a handful of scientists in the absence of rare earths." More >

Graphite Applications Expanding: Ryan Fletcher
Source: Sally Lowder of The Critical Metals Report  (1/24/12)
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. In this exclusive interview with The Critical Metals Report, Zimtu Capital Director Ryan Fletcher explains the fundamentals underpinning the graphite market. It adds up to ample opportunities for investors. More >

Resource Stocks Breaking Out of Bases and Forming New Uptrends
Source: Jeb Handwerger, Gold Stock Trades  (1/18/12)
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners." More >

Rare Earth Metals that Fit the Trends: Marcel Fuhrer
Source: Brian Sylvester of The Critical Metals Report  (1/17/12)
Success in the critical metals sector depends on finding the trends—how the metals will be used, where market share is allocated—and on familiarity with the companies you invest in, from who is on the management team to how much cash they have on hand. Bamert & Partner Portfolio Manager and Partner Marcel Fuhrer shares his views in this exclusive Critical Metals Report interview. More >

New Zealand to Make 'Significant Changes' to Crown Minerals Act
Source: Dorothy Kosich, Mineweb  (1/16/12)
"We're going to make significant changes to the Crown Minerals Act because conversations under previous ministers have found that there are opportunities to improve the way that companies can access our minerals and apply for opportunities to explore." More >

Platinum Price Looking Cheap, but Europe Still Has Swing Vote
Source: Geoff Candy, Mineweb  (1/11/12)
"If Europe manages to find some kind of solution, platinum's fundamental problems could reassert themselves in the price, but for the moment, investors remain wary." More >

Solving Critical Rare Earth Metal Shortages: Dr. Michael Berry and Chris Berry
Source: Brian Sylvester of The Critical Metals Report  (1/10/12)
Years of supply mismanagement have left the U.S. dependent on foreign sources for critical metals like graphite, vanadium and manganese. In this exclusive interview with The Critical Metals Report, Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and co-author of Morning Notes, discuss what early-stage mines close to home could be the first to bolster the supply in U.S. More >

Home-Brewed Copper: Dr. Michael Berry and Chris Berry
Source: Brian Sylvester of The Gold Report   (1/9/12)
Despite a pullback in growth for China, copper demand is likely to remain strong in 2012, according to Dr. Michael Berry, publisher of Morning Notes, and his co-author, Chris Berry, founder of House Mountain Partners. Other developing nations, such as Indonesia, should pump up demand, but supply from such regions remains a tenuous prospect. In this exclusive interview with The Gold Report, the Berrys explain how "home-brewed" U.S. copper companies will be an important part of the equation. More >

Is Resurrection of Undervalued Miners Starting?
Source: Jeb Handwerger, Gold Stock Trades  (1/9/12)
"Rare earths are emerging from their 2011 slumber, and some stocks are showing impressive percentage gains." More >

Significant News for Ucore
Source: Jeb Handwerger, Gold Stock Trades  (1/4/12)
"'On this announcement, the stock has risen 13% on above average volume.'" More >

New Rare Earth Metal Deposits in 2012: Jon Hykawy
Source: Brian Sylvester of The Critical Metals Report  (1/3/12)
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year. More >

Dr. Copper Heading Back to School
Source: Geoff Candy, Mineweb  (1/3/12)
"When combined with the financialization of the market and the increased usage of other materials to replace the red metal, the murky nature of Chinese copper demand means the metal's honorary doctorate should probably be rescinded for the time being." More >

2012: The Recognition of the Age of Critical Technology Materials
Source: Jack Lifton, Resource Investor  (1/2/12)
"The rare earths supply frenzy has exposed an irreversible shift in the demand/supply picture for all technology materials." More >

Dangerous Rare Earth Supply Risk
Source: Ian Cooper, Wealth Daily  (12/29/11)
"The U.S. Department of Energy just warned rare earth supplies are facing some of their most critical supply levels. If things don't improve, many of our greatest technological advancements could start disappearing from store shelves." More >

Time to Buy the Rare Earth Metals ETF (REMX)?
Source: Eric Dutram, Zacks Investment Research  (12/29/11)
"While demand is slack right now, the incredible importance of the materials in this space and their wide range of applications ensures that they will always see a decent level of buying." More >

First Round Chinese Rare Earth Quota Allocations for 2012
Source: Gareth Hatch, Resource Investor  (12/29/11)
"Before we get into more specifics with the numbers, it is important to note that this announcement was unusual for three reasons. . ." More >