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 >

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 >