Streetwise Critical Metals / Other Metals Articles
Few Substitutes for Rare Earths
Source: Rare Earth Investing News, Damon van der Linde (3/30/11)
"By the time we have REE substitutes in place, there may be an oversupply."
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China Uses Copper to Finance, Not Build
Source: MINING, Michael McCrae (3/30/11)
"China is using 40%–80% of its total copper stocks for financing."
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Rare Earth Stocks Rebounding
Source: Jeb Handwerger, Gold Stock Trades (3/29/11)
"Follow NA miners that have the crucial heavy rare earths."
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Neodymium Prices Double
Source: International Powder Metallurgy Directory (3/28/11)
"This week, the neodymium price rose from $45,707–$91,415/ton."
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Mike Kachanovsky: Navigating the Discount
Source: Mike Kachanovsky: Navigating the Discount (3/25/11)
The terrible tragedy in Japan is shifting markets worldwide. Mike Kachanovsky, a consultant to both resource companies and institutional investors, believes the volatility has created a finite opportunity to scoop up resource stocks on the cheap. In this exclusive interview with The Gold Report, Mike explains what impact the devastation could have on the performance of rare earth companies, as well as how to navigate discounted stocks to avoid the duds.
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Precious Metal Prices Tied to Catalytic Thefts
Source: Vancouver Sun, Neal Hall (3/25/11)
"Thieves seek platinum, palladium and especially $6,000/oz.rhodium."
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China Hikes Rare Earth Taxes
Source: CBC (3/24/11)
"REE prices already have increased by 700% over the past decade."
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Skarn Copper Deposits
Source: Copper Investing News, Leia Michele-Toovey (3/24/11)
"The largest copper skarns can exceed 1B tons and often host tungsten."
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U.S. Slowly, Very Slowly Oozes REE Assault
Source: Network World, Michael Cooney (3/23/11)
"China is selling REEs at nearly double 2010 prices."
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U.S. Issues Request for Information on Rare Earth Metals
Source: U.S. DOE (3/22/11)
"Responses will inform an update to the DOE's Critical Materials Strategy."
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Guinea: Obstacles, Omens and Opportunities
Source: All Africa (3/22/11)
"Interest groups argue for communities in mining areas to be directly involved in discussions on contracts."
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Mickey Fulp: Double or Nothing
Source: Karen Roche of The Gold Report (3/21/11)
In this exclusive interview with The Gold Report, Mercenary Geologist Mickey Fulp touches on wide-ranging topics from the coming correction in gold to the criteria he uses to evaluate the "best of the best" stocks that he presents in his periodic Musings. Among them—if he can't see a double within 12 months, Mickey will walk on by.
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Germany to Recycle REEs to Help Tackle Shortage
Source: Global Post, David Wroe (3/21/11)
"Factory workers continue to fill garbage bags with rare earths elements."
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Rare Earth Explorers Look to Africa
Source: Mining Weekly, Irma Venter (3/18/11)
"Equilibrium will be possible only if non-Chinese suppliers come onstream."
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China Enters Race for Seafloor's Mineral Riches
Source: Mining Weekly, Matthew Hill (3/17/11)
"Nation to follow Canadians' example in mining for underwater precious metals."
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Peru's Presidential Field Split over Mining Taxes
Source: Reuters, Caroline Stauffer and Teresa Cespedes (3/17/11)
"Candidates debate strategies for maximizing mining's economic benefits."
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Record Copper Prices Encourage Substitutions
Source: The Wall Street Journal, Matt Whittaker (3/17/11)
"Aluminum gains some sparkle for manufacturing and construction."
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Copper Mining in Russia
Source: Copper Investing News, Leia Michelle Toovey (3/17/11)
"Russia has 139 copper deposits, about 10% of global copper reserves."
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Ken Reser: Manganese, a Major Growth Opportunity
Source: George Mack of The Gold Report (3/16/11)
Consultant Ken Reser developed an early interest in molybdenum as a vital resource. In 2007, he became intensely interested in manganese as an element that would gain prominence due to its unique properties. In this exclusive interview with The Gold Report, Ken shares some thoughts on the significance of manganese and how investors might play growing demand for the metal.
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China Soon May Need to Import REEs
Source: Bloomberg, Gopal Ratnam (3/15/11)
"China's domestic REE demand rose as much as 200% in the last year."
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Mine Exploration Expands in North America
Source: Kitco, Debbie Carlson (3/15/11)
"Low geopolitical risk, reasonable costs spur mining renaissance in North America."
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The Tsunami and Short-Term REE Demand
Source: Jack Lifton (3/15/11)
"There will be a short-term decrease in the price of the critical rare earth metals."
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REE Prices Soaring: Will Miners Play Catch-Up?
Source: Jeb Handwerger, Gold Stock Trades (3/8/11)
"A bargain opportunity before the rare earth crisis intensifies. . ."
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Gold Fever Hits the South Pacific Islands
Source: Reuters (3/7/11)
"High metals prices encourage miners to return to a land of mineral wealth and historic conflict."
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Copper May Be the New Gold in 2011
Source: Financial Express, Tapan Mishra (2/28/11)
"Studies suggest that copper will be in a 450K-ton deficit in 2011."
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