Streetwise Critical Metals / Other Metals Articles
A Timeline for Eroding China's Chokehold
Source: The Wall Street Journey, James Areddy (8/23/11)
"With geopolitical tension over critical minerals still elevated, government actions aren't helping to provide clear answers."
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TMR Report Ranks Top 5 Rare Earth Mines Outside of China
Source: Resource Investing News, Robert Sullivan (8/22/11)
"The report by Technology Metals Research details some of the largest rare earth projects underway, ranking five advanced projects as potential sources for supply."
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Energy Dept. Says Copper Thefts on Rise
Source: Associated Press, Matthew Daly (8/19/11)
"Surging copper prices have thieves targeting generating stations, national research labs and even a plant where nuclear weapons are dismantled and stored."
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China's Private Enterprises Look Overseas for REE Opportunities
Source: Business China, Jin Zhang (8/19/11)
"Due to government restrictions on private investment in the in-demand minerals, many are being forced to seek opportunities outside of China."
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Technology Metals Research Identifies Most Viable Critical Rare Earths Projects
Source: Mineweb, Dorothy Kosich (8/18/11)
"Written by TMR co-founder Gareth Hatch, the analysis contains global supply and demand projections and rankings of the leading contenders for new sources of rare earths supply."
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Report Claims China Fibbing over Rare Earth Production
Source: TechEYE, Matthew Finnegan (8/18/11)
"Quotas put in place by Chinese authorities to limit production have little actual effect on production."
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Rare-Earth Prices Hinder Goals
Source: China Daily, Zhang Qi (8/18/11)
"Since prices of rare earths skyrocketed, 30–50% of LED bulb producers cut production to wait until the prices drop."
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REEs So Hot, They're Affecting Hard Drive Pricing
Source: Street Insider (8/18/11)
"China's export control on rare earth minerals is expected to boost average selling prices (ASPs) on hard drives by 5%–10%."
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Peru, Miners in Pact to Change Royalties
Source: Reuters, Teresa Cespedes and Patricia Velez (8/17/11)
"Under the new system, companies would pay royalties based on operating profits instead of sales, similar to Chile's mining tax structure."
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TSX "Stars Align" as Resources Rise
Source: Reuters, Claire Sibonney (8/17/11)
"Thanks to its heavy weighting in resources, the TSX was outperforming its U.S. counterparts."
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China's Wind Power Sector Struggles with Rare Earth Price Hikes
Source: Renewable Energy World, Liu Yuanyuan (8/17/11)
"The price hikes are expected to intensify the already fierce competition in the sector."
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Jason Burack and Kevin Kerr: Six REE Metals to Watch
Source: Brian Sylvester of The Critical Metals Report (8/16/11)
Rare earth elements have made possible improvements in everything from smart phones and plasma televisions to clean energy technology. In this exclusive interview with The Critical Metals Report, Jason Burack, independent investor and cofounder of Wall St. for Main St., and Kevin Kerr, commodities trader and president of Kerr Trading, share the names of the rare earth element companies to watch as the market grows.
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Can the U.S. Break China's REE Stranglehold?
Source: Fast Company, Ariel Schwartz (8/16/11)
"Miners are using everything from satellite technology to 'old-fashioned' prospecting to locate REE deposits. Still, there are hurdles for ambitious companies to jump through."
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Rare Earth Supply Too Tight for Comfort
Source: Resource Investing News, Michael Montgomery (8/15/11)
"Though prices are seen to be stabilizing, high rare earth prices are the new reality until non-Chinese sources of the elements hit the market."
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Are Sleeping Giants in Uranium and Rare Earths Awakening?
Source: Jeb Handwerger, Gold Stock Trades (8/15/11)
"Gold Stock Trades has long been beating the drums for attention to be paid to the ongoing developments in nuclear and rare earth stocks. . .We anticipate opportunities."
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Japanese REE Consumers Set Up Shop in China
Source: Reuters, Yuko Inoue and Julie Gordon (8/15/11)
"Japanese manufacturers concerned about China's restrictive export quotas on essential rare earths may have found a way to resolve their supply concerns—relocate production to China."
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A Rare Earth Element Opportunity, With Something for Gold Bugs
Source: Seeking Alpha, Justin Dove (8/14/11)
"While this is a very speculative stock, there are some good reasons to watch Rare Element Resources."
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Rare Earth Prices Continue to Squeeze Upwards
Source: Citywire, James Phillipps (8/12/11)
"Rare earth prices are expected to continue to rise over the next two years until new supply lines go live."
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ETF to Watch: Rare Earths (REMX)
Source: ETF Database (8/12/11)
"REMX has been severely beaten down by the market selloff in the past few days, but investors should look for REMX to trade sharply higher."
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Ireland's Rare Earth Potential "Seriously Overlooked"
Source: Mining Weekly, Esmarie Swanepoel (8/11/11)
'In Ireland, licenses were usually granted quickly."
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China and Rare Earths—Monopoly for Now
Source: Oilprice.com, John Daly (8/10/11)
"Despite fears of Western capitalists, Beijing apparently has no immediate plans to curtail supplies."
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Richard Karn: Australian Scandium Could Create New Market
Source: Special to The Critical Metals Report (8/9/11)
Two junior explorers in Australia could dominate the world's scandium supply in the next two to three years, according to Richard Karn, managing editor of The Emerging Trends Report. In this exclusive interview with The Critical Metals Report, he paints a picture of a supply-demand loop that feeds on itself and pinpoints the companies that could benefit from the dynamic.
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China July Metals Output Eases, Signaling Slowdown
Source: Wall Street Journal, Chuin-Wei Yap (8/9/11)
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HREEs in America: Crystal Balls and Brass Balls
Source: Resource Investor, Jack Lifton (8/8/11)
"Now there are two potential domestic American HREE producers, which I think are viable and have high probabilities of commercial success."
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Rhodium Helpful in Checking Food Adulteration
Source: IANS (8/8/11)
"By changing its color in the presence of particular gases, Rhodium can warn consumers if packaged food has been tampered with."
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