Rare Earth

[winston]

Jim Rogers: Invest in Rare Earth Metals Right Now

By Forrest Jones

Rare earth metals, used in a variety of scientific and industrial processes, are due for a sharp upswing in price due to supply concerns, says legendary commodities investor Jim Rogers.

China controls more than 97 percent of the world's rare earth metals and has said it will crack down on illegal mining as well as curb exports.

"The future of rare earth is great. What is happening is the prices are going through the roof because the Chinese do control the supply, but it is pure simple capitalistic economics now, Rogers tells India's business television channel ET Now.

The time to buy rare earth metals used in green energy and high-tech components such as wind turbines, fiber-optic cables, cell phones and flat-screen monitors is now, as prices will come down when new mines eventually open.

"So it's all going to bring a new supply and eventually the price of rare earth will come down again. But in the mean time until the new mines can come on stream, somebody is going to make a lot of money."

Rare earth elements like dysprosium, terbium and europium come mainly from southern China.

According to a United States Energy Department report, dysprosium, crucial for clean energy products has risen to $132 a pound today from $6.50 a pound in 2003.

"We do believe that this source of supply is diminishing, and there is some evidence leakage over the border into Vietnam is diminishing," Judith Chegwidden, a managing director specializing in rare earths at Roskill Consulting Group in London, tells the New York Times.

[winston]

DJ China Strengthens Rare-Earth Regulation

By Xu Ming

BEIJING (Dow Jones) -- China has drawn-up national planning regions for rare-earth and iron mines to strengthen government regulation over the development of the metals.

According to the Ministry of Land and Resources, the national planning regions are comprised of 11 rare-earth mining blocks covering 2,534 square meters (27,275 square feet) in Ganzhou, Jiangxi Province.

It also includes 466.94 square meters of vanadium titano-magnetite mining areas in western Panzhihua in Sichuan Province.

Since 2010, the Chinese government has accelerated the consolidation of the country's rare-earth resources.

According to a plan set by the Ministry of Industry and Information Technology, China will reduce the number of rare-earth refining companies to 20 from the current number of more than 100 by 2015.

The Ministry of Commerce set quotas for 2011's first batch of rare-earth exports at 14,446 metric tons on Dec. 28, a 35% decline from the same period last year.

China accounts for more than 90% of the world's supply of rare earths, elements essential for high-tech electronics and electric vehicles.

Source; Dow Jones Newswire

[winston]

Not vested

China Rare Earth

Specifically, we recommend investors focus on:

1) types of metal that China has resource advantages, like rare earth, tungsten, antimony, indium and etc. China will fight for the pricing right of such metals in future.

2). Types of metal that have technical barriers in downstream deep processing, like titanium, germanium, zirconium and etc.

As to specific stocks, we recommend investors focus on China Rare Earth (0769.HK), Hunan Nonferrous (2626.HK) and etc.

The former involves mainly in deep processing of rare earth and will expand to the production of polishing powder and fluorescent powder in future.

The latter has resource advantages, with the resource of tungsten, antimony and indium ranking among leading ones in China. 30% of its revenue is contributed by minor metals.

Moreover, some stocks are seeking transformation into rare metal industry, like Solartech International(1166.HK), China DAYE Non-ferrous Metal (0661.HK) and etc.

The former plans to buy rare earth minerals in Mongolia and the latter plans to explore tungsten, molybdenum and other mineral resources in Xinjiang.


Source: Phillips

[winston]

Time to short the Rare Earth Plays ...

Malaysia plant threatens China grip on rare earths by Julia Zappei

China's chokehold on the rare earths vital for everything from iPods to missiles is widely expected to end soon, thanks in large part to a contentious new plant in Malaysia.

Australian miner Lynas won a license Wednesday, to begin processing rare earths imported from Australia at the plant -- which is nearly completed -- despite fierce resistance over environmental and radiation concerns.

Analysts said the Lynas Advanced Materials Plant (LAMP) in eastern Pahang state, will be at the vanguard of a world output surge that will break a Chinese stranglehold that has crimped supply and sent prices soaring in recent years.

The plant will be able to process an initial 11,000 tonnes of rare earths per year -- about a third of current world demand excluding China -- once output begins in the middle of the year, and eventually 22,000 tonnes annually, Lynas says.

That, plus other new sources and increased output by existing producers, will lead to a 10-fold increase in non-Chinese output to 60,000 tonnes by 2016, said Dudley Kingsnorth, a rare earths expert with Industrial Minerals Company of Australia.

The result being a world surplus as in that year 2016, demand outside China should be about 55,000 tonnes, he added.

"A ten-fold increase in five years is a huge increase for rare earths," said Kingsnorth, who added the Lynas facility is the first new plant of its kind outside China in a quarter of a century.

http://www.newsmeat.com/news/meat.php?a ... &buid=3281

[winston]

Japan Finds Large Deposit of Rare Earth Minerals
July 1st, 2012

Japan has found a large deposit of rare earth minerals in its Pacific seabed, enough to supply its hi-tech industries for more than 200 years, a scientist said Friday.

Around 6.8 million tonnes of the valuable minerals, used in electric cars, iPods and lasers, are sitting under the seabed near a far eastern Japanese island, Tokyo University professor Yasuhiro Kato told AFP.

http://www.google.com/hostednews/afp/ar ... 4cbcb2.1a1

[winston]

Big changes in China could set off a brand new boom in these essential commodities

The toxic time bomb set by China’s rare earths mining boom is set to boost the prospects for some of the $12 billion of projects being developed outside the world’s biggest supplier.

As part of its pollution clean-up, China, which controls 90 percent of the global market, is studying the introduction of new taxes and regulations for rare earths in the second half that are forecast to drive prices higher.

The measures will add to pressures loosening China’s stranglehold on the production of rare earths, 17 chemically similar elements used in products from Apple Inc. (AAPL)’s iPods to Toyota Motor Corp. (7203) hybrid-electric cars and Tomahawk cruise missiles made by Raytheon Co. (RTN)

Source: Bloomberg

http://thecrux.com/this-tiny-corner-of- ... cond-boom/

[winston]

Official Roll-out of the Blueprint for the Development of a Malaysian Rare Earth Industry

by Jack Lifton

The Straits Settlements, The Place that Britain’s Royal Navy Developed to Secure its Supply of Tin for Admiralty Bronze is now Entering the Age of Technology Metals as a Heavy Rare Earth Metals and End-Use Products Supplier.

http://investorintel.com/rare-earth-int ... 23U3P.dpuf

[winston]

China Scraps Rare Earth Export Controls After Losing WTO Appeal

http://www.bloomberg.com/news/2015-01-0 ... ppeal.html

[behappyalways]

Are rare earth minerals China's trump card in its trade war with US?
https://www.bbc.com/news/world-asia-48366074

[behappyalways]

2019.06.30【文茜世界財經週報】中國傾全力發展　成全球最大稀土產出國
https://www.youtube.com/watch?v=XFp8Zm1 ... xu&index=3