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Streetwise Critical Metals / Other Metals Articles



China's REE Industry Coming under Greater Environmental Scrutiny
Source: EcoSeed  (8/5/11)
"Local environmental departments will not approve evaluation reports for new projects by companies that cheat or do not pass the checks." More >


Rare Earths 2.0: Rise of the Heavies
Source: Resource Investor, Terence van der Hout  (8/5/11)
"The export prices of three HREEs have exploded since China's July quota announcement, whilst the LREEs have remained relatively static." More >


China Minmetals Calls for REE Production Suspension
Source: Reuters, David Stanway and Ruby Lian  (8/3/11)
"State-owned trader Minmetals has called on all firms in the REE sector to adhere to a national output quota by suspending production." More >


China Minmetals calls for rare earth production suspension
Source: Reuters, David Stanway and Ruby Lian  (8/3/11)
"State-owned trader Minmetals has called on all firms in the rare earth sector to adhere to a national output quota by suspending production starting from the beginning of August." More >


Jeb Handwerger

Field Notes: National Interest REE Projects Being Fast Tracked
Source: Jeb Handwerger, special to The Critical Metals Report   (8/2/11)
"What do you get when you put a professor, a fisherman and a creative Wall Street journalist together? Answer: science fiction, fishy stories and IPOs trying to sell the latest version of snake oil to unsuspecting investors." More >


Jon Hykawy

Jon Hykawy: Offtake Agreements Rule REE Market
Source: Brian Sylvester of The Critical Metals Report  (8/2/11)
End-users are emerging as key players in the rare earth space. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of Global Research with Toronto-based Byron Capital, shares his views on where this trend is headed and what it means for REE producers who don't have offtake agreements in place. More >


Metals and Miners Show Impressive Strength in Weak Market
Source: Jeb Handwerger, Gold Stock Trades  (8/2/11)
"Our indicators set us firmly on the highway marked gold, silver and rare earths." More >


China Considers Tightening Rare-Earth Quotas
Source: The Wall Street Journal, Yajun Zhang  (8/2/11)
"China is considering tightening regulations on exports of rare-earth metals amid concerns that sharply higher global prices have led to a surge in smuggling." More >


China's Metal Monopoly Won't Last
Source: Bloomberg, Tobin Harshaw  (8/1/11)
"Rare-earth metals are the global economy's equivalent of folkloric pixies—tiny, elusive and vaguely considered to have all manner of miraculous powers. Are we at risk of an 'element gap' with China? Unlikely." More >


Wind Energy: Will Rare Earth Elements Be Available?
Source: U.S. Geological Survey, David R. Wilburn  (8/1/11)
"How will the wind energy industry's growth impact future demand for selected raw materials?" More >


Rising Rare Earth Prices Cripple Japan's June Imports
Source: International Business Times  (7/29/11)
"Japanese imports of rare earths from China fall as a rise in prices make it unaffordable to many Japanese hi-tech companies." More >


China Still Strangling Rare Earths Market
Source: New York Times, Manuel Quinones  (7/29/11)
"China's export quota is really closer to around 20,000 tons and global demand is predicted to be much higher." More >


Peru's President's Prudence
Source: Resource Clips, Ted Niles  (7/28/11)
"Investors quailed when economic nationalist Ollanta Humala was elected President of Peru, which ranks first in the world for production of silver, second for copper and zinc and sixth for gold." More >


Rare Earths Perking Up
Source: Seeking Alpha  (7/28/11)
"There appears to be a bright spot in the rare earths arena." More >


For Rare Metals Mining Moon to Be "Massive Wealth" Creator
Source: Minyanville, Davis MacMillan  (7/27/11)
"A moon-focused shipping company could eventually make a fortune hauling rare metals back to earth." More >


Rare Earths Sales Likely to Triple by 2015
Source: Hyrdrocarbon Processing  (7/27/11)
"World demand for rare earths is forecast to expand by 7.1% per year." More >


Ken Reser

The Reser Report: Wanted—Domestic Electrolytic Manganese Metal
Source: Ken Reser, special to The Critical Metals Report  (7/26/11)
"The global shift to green energy has put pressure on metallurgical scientists to advance new applications. The days of infinite deposits and low base metals prices are over—forever." More >


Luisa Moreno

Luisa Moreno: Top REE Stock Picks
Source: Brian Sylvester of The Critical Metals Report  (7/26/11)
As uncommon as they may be, rare earth elements are all around you—in your laptop, your cell phone and your flat-screen television. But despite their frequency in our everyday lives, investors still have a lot of false preconceptions about these 16 elements. In this exclusive interview with The Critical Metals Report, Luisa Moreno, a senior analyst with Toronto-based Jacob Securities, delves into the unique challenges rare earth miners encounter and how those can be opportunities for investors. More >


Criticality Is in the Eye of the Beholder
Source: Rick Mills, Ahead of the Herd  (7/25/11)
"REEs are going to continually come under greater supply pressure as climate change-related demand increases." More >


Palladium Prices Set to Rise in 2011, Platinum Surplus to Increase
Source: Commodity Online  (7/25/11)
"Platinum is expected to witness another sizeable gross surplus in 2011." More >


SA Gold Sector Wage Talks Underway
Source: Business Live  (7/25/11)
"Unions and mining companies are talking to avert the national strike in the SA gold sector." More >


Bob Moriarty

Bob Moriarty: Triple-Digit Returns Predicted for Mining Stocks
Source: Karen Roche of The Gold Report  (7/22/11)
With the price of gold hitting record highs and equity prices lagging behind, Bob Moriarty, founder of 321gold.com, says it's time to gather some precious metals as insurance against hyperinflation or deflation—whichever may be coming our way—and to stock up on junior resource stocks. Prudent picks, he suggests in this exclusive interview with The Gold Report, stand a good chance of yielding returns up to 500%. More >


Analysis: WTO Row Spotlights Nations Clamping Down on Resources
Source: Reuters, Krittivas Mukherjee  (7/22/11)
"Countries from India and Indonesia to Russia are tightening their grip on natural resources." More >


China’s Manufacturing May Contract
Source: Bloomberg, Zheng Lifei  (7/21/11)
"China's manufacturing may slow for the first time in a year as output and new orders drop." More >


China Denies Manipulating REE Prices
Source: MarketWatch, Owen Fletcher  (7/21/11)
"It's a 'misunderstanding' that the rise in prices is caused by the government." More >


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