Into the Green: Lithium
Source: Rick Mills, Ahead of the Herd  (4/5/12)
"With the rechargeable battery industry and consumer electronics driving demand, forecasters believe lithium's price could as much as double in value in the near future." More >

Emerging Trends in Critical Metals: Richard Karn
Source: Brian Sylvester of The Critical Metals Report  (4/3/12)
While markets do not always reward every deserving company, quality deposits carry an intrinsic value. That's why Richard Karn, managing editor of The Emerging Trends Report, advises investors to "buy the resource" over the stock. In this exclusive Critical Metals Report interview, Karn shares some companies with deposits worth their salt. More >

China to Officially Launch Rare Earth Association April 8 in Beijing
Source: Mineweb, Dorothy Kosich  (4/2/12)
"More than 100 Chinese rare earths exploration, mining and processing companies have reportedly been invited by the central government to attend the official launch of China's rare earth association." More >

Why Graphite Stocks May Continue To Outperform In 2012
Source: Jeb Handwerger, Gold Stock Trades  (4/2/12)
"Graphite is rapidly earning a new recognition as a component in the latest clean energy technologies such as the lithium-ion battery, fuel cells, pebble bed nuclear reactors and vanadium-redox batteries." More >

The WTO Rare Earths Trade Dispute: An Analysis
Source: Gareth Hatch, Resource Investor  (3/29/12)
"What are the consequences of the various potential outcomes of the disputes, once they have been concluded, and what clues can a similar trade dispute in the past show us as to how things might actually turn out?" More >

The [Recovery] Has No Clothes
Source: Eric Sprott and David Baker  (3/28/12)
"'The prevalence of paper trading in the silver market is what makes the drastic price declines possible by allowing non-physical holders to sell massive size into a relatively small market.'" More >

Rare Earth Metals Growth Drivers: Siddharth Rajeev
Source: JT Long of The Critical Metals Report  (3/27/12)
With so many moving variables in the rare earth space, how can investors evaluate investment opportunities? Siddharth Rajeev of Fundamental Research Corp. finds his top prospects by zeroing in on a specific material and tracking its growth drivers. Rajeev argues that critical materials used in viable new technologies will see increasing demand. In this exclusive interview with The Critical Metals Report, he explains how lithium-ion battery development and the forthcoming WTO ruling effect his outlook for graphite and niobium. More >

Winning the Rare Earth Economic War: Luisa Moreno
Source: JT Long of The Critical Metals Report  (3/20/12)
China's sudden cuts to rare earth export quotas and domestic production marked the beginning of a Rare Earth Economic War, proposes Jacob Securities' Senior Mining and Metals Analyst Luisa Moreno. The good news is that partnerships between end-users and mining companies may just be the secret weapon to level the playing field for critical metals producers operating beyond China's borders. In this exclusive interview with The Critical Metals Report, Moreno points to the companies that are closest to delivering high-quality goods for the benefit of manufacturers and investors alike. More >

Canada Sees Mining Resurgence: Scott Jobin-Bevans
Source: Sally Lowder and Brian Sylvester of The Gold Report   (3/16/12)
Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada. More >

Opportunities in Clean Mining: Dallas Kachan
Source: Brian Sylvester of The Critical Metals Report  (3/13/12)
Cleantech companies are exploring—and exploiting—the connections between many sectors of the energy, infrastructure and other industrial markets. Dallas Kachan, principal of cleantech research and consulting firm Kachan & Co. in Vancouver, points to the emergence of "clean" mining as an important investment theme for 2012. In this exclusive interview with The Critical Metals Report, Kachan shares some companies using green techniques to improve their bottom lines. More >

Gold's Inflation Issue
Source: Adrian Ash, BullionVault  (3/9/12)
"So if or when strong inflation does show up, retained wealth will likely find it hard to resist buying gold, no doubt alongside industrial commodities, land and other hard assets, even after the last decade's myth-busting performance." More >

Rare Earth Bull
Source: Jack Lifton, Resource Investor  (3/8/12)
"Pundits keep hinting at a vast Chinese conspiracy to 'control' rare earths, but it is a natural consequence of market forces. So long as the lowest-cost REE products are obtained in China, the total supply chain and the focus of the industry will remain in China." More >

'We Still Believe' in Rare Earth Metals: Terence van der Hout
Source: Brian Sylvester of The Critical Metals Report  (3/6/12)
Terence van der Hout, a research analyst with The Gold&Discovery Fund in the Netherlands and editor of Strategy Metals Bulletin, says takeovers are his sweet spot. While gold juniors are very quick to get from a discovery to a takeover, most rare earth explorers are still early-stage ventures. For these companies, as van der Hout tells The Critical Metals Report in this exclusive interview, he looks for opportunities in emerging technologies that could tip the scales. More >

A Visit to Tasman Metals' Norra Kärr Project
Source: Gareth Hatch, Resource Investor  (3/1/12)
"If successful, this project would be a new approach to the problem of balance—namely the fact that in order to get at the 'good stuff,' such as the CREOs, you also need to deal with a potential surplus of non-CREOs." More >

South Korean Rare Earth Imports Hit Two-Year Low
Source: Dorothy Kosich, Mineweb  (2/29/12)
"South Korean manufacturers have been reducing their dependence on high-priced Chinese rare earth imports and have replaced them with lower-cost Japanese shipments." More >

Rare Earth Metals Is a Stock-Pickers Market: Jason Burack and Mo Dawoud
Source: The Critical Metals Report Editors  (2/28/12)
In the wake of a 2011 roller coaster ride in the rare earth market, the sector still holds promise for astute investors, argue Wall St. for Main St. co-founders Jason Burack and Mo Dawoud. In this exclusive Critical Metals Report interview, the pair name the six major REE projects that could rocket back up out of 200-odd juniors competing in this space. More >

China Now Planning to Boost REE Exports and Output
Source: Shivom Seth, Mineweb  (2/27/12)
"China is set to double exports of rare earths in 2012 from its drastically lower 2011 levels in order to meet government quotas. Though the overseas sales quota is expected to remain more or less unchanged in 2012, the Asian powerhouse has been curbing exports since 2009." More >

Rare Earth Investment Update
Source: Jeff Clark, Casey Research  (2/24/12)
"It's hard to miss the steep rise in prices from mid-2010 to April 2011. Should we expect similar price spikes in the future? And what's the long-term trend?" More >

South African Project May Host Highest Grade Rare Earths Deposit Outside China
Source: John Chadwick, Mineweb  (2/23/12)
"One of the largest known rare earth resources outside of China classified under international resource reporting standards could well be in production by mid-2015." More >

Bailouts Benefitting Metals Miners
Source: Jeb Handwerger, Resource Investor  (2/23/12)
"The short-term deflationary crisis in 2011 provided a unique opportunity to buy undervalued miners at historic bargain-basement prices." More >

Under-the-Radar Rare Earth Elements: James Passin
Source: Zig Lambo of The Critical Metals Report  (2/21/12)
Sometimes the most exciting investment opportunities fly under the radar. James Passin of Firebird Management LLC combs the world for emerging opportunities in often overlooked areas. In this exclusive interview with The Critical Metals Report, he discusses companies producing critical materials that could revolutionize defense and aviation technology and make nuclear power safer and more efficient. He also shares some commodities growth stories currently unfolding in Mongolia and East Africa. More >

Bailouts Benefitting Gold, Silver, Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades  (2/21/12)
"We feel that it is only a matter of time before the precious metal miners themselves participate in reflecting the burgeoning mining bull market." More >

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 >