These charts are from the USGS (United States Geological Survey) and are a good look into the present state of rare earths. Excerpt: Despite having just 30% of RE reserves, China has a virtual monopoly on the production of REs. The reasons for this are that Chinas RE mines are relatively high grade and low cost, which
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While the title feels extreme to me (added a question mark as this is for discussion), this article written by Emilio Godoy today possesses some high quality content and one of our favorite writers on this subject Jack Lifton is quoted throughout. For the story source, click here Written by Emilio Godoy: Used in electric car motors
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This article was posted today on SteelGuru.com. I was interested to see if Japan would challenge China with the EU and US, and it appears that theymay not. Just keeping you updated on the China trade story. Excerpt: An official at the Ministry of Economy, Trade Industry told Platts that Japan is unlikely to follow the US
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Twoof the RMBs readersindependently wrote in, asking if I had seen Andrew Grant’s article, ‘Buried Treasure’ in the July/August 2009 edition of Discover magazine. To both gentlemen… Thank you. Mr. Grant, a researcher/reporter with Discover, effectively identifies ‘six metals that will rule the future’:1.Tantalum2.Lithium3.Platinum4.Rare Earth Metals5.Indium, and6.Palladium. I would invite you to purchase the magazine to read
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It has been several days since I last wrote … not because I didn’t want to or that there hasn’t been interesting things to share. To the contrary -- I was just up north, sitting by the lake piling through a multitude of articles and reports on new material science initiatives, carbon this/ no footprint that, and
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This is an update on the Chinese export restrictions, that have been an on going debate. Thewas titled EU, U.S. Complain at WTO Over Chinese Export Curbs and was posted on Bloomberg today. The European Union and the U.S. complained at the World Trade Organization about Chinese export restrictions on raw materials such as magnesium, their third
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The followingare Green Energy and Clean Technology conferences for the next two months. These aregreat opportunities to learn more about rare metals, and what is current in thegreen energy sector.If anyone knows of any that I missed for July and August, please comment or e-mail me at stew@pro-edge.com, and I will keep updating the list. July 1-2,
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This is an information bulletin that Pro-edge sent out yesterday (June 19) for Avalon Rare Metals, an investor relations client. On May 26, 2009, Kaiser Bottom-Fish Online published a “Tracker” commentary entitled What makes Avalons Thor Lake project special? John Kaiser is a respected mining industry analyst with over 25 years experience, who specializes in junior companies.
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While we’ve recently seen some improvement in general economic conditions, stock markets have been cold… and that is being somewhat kind. ‘BRR’ might however be more descriptive. There has been one segment of the market however, that has tended to warm a number of investor’s hearts and minds. Clean technologies attracted US$140 billion in investments last year,
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In an article titled Now a China-lead metals recovery, writerTim Boreham(Posted on The Australian, June 17, 2009) starts with Years after all that paranoia about reds under the bed and domino theories, the Chinese are coming after all. Its just that its in the guise of well-targeted raids on our base metal juniors... The reason I included
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This article was posted on June 15 on The Times Online, titled Japan and China fight it out for right to mine lithium under Bonds battlefield. Excerpt: The desolate, sun-baked deserts of southwestern Bolivia are poised to become the energy battleground of the 21st century, with China and Japan staking early and aggressive claims in the great
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I came across the following commentary the other day, on Yahoo Tech, as I was looking into some of the recent developments in the world of lithium batteries. There doesn’t seem to be any barriers to innovation, the challenge of course being in the adoption and ‘adaptation’. The article, titled ‘Two battery breakthroughs in the works’, briefly
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In my effort to expand my depth of knowledge on rare metals before the lunch that Avalon Rare Metals (TSX: AVL)is sponsoring at the Economics Club next Tuesday, today I decided to learn more about Palladium. In part because the price in 2001 was $1100 p/oz vs. $250 a day.Check outBloombergs Chart of the Day titled Sell
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As much as half of the electricity transmitted through those large (and generally unsightly) overhead high-voltage wires is lost through resistance. If we can reduce the ‘wire’ losses and more fully utilize the power that comes from large non-renewable generation sources (and renewable sources for that matter), wouldn’t that be an achievement? Superconducting cables are particularly suited
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This artice was posted on Reuters today, titled China denounces protectionism as complaint looms. Excerpt: Chinas Ministry of Commerce on Friday denounced trade protectionism that it says is cropping up internationally, even as Western nations prepared for formal action against Chinas export policies. Countries have issued all types of protectionist measures as the global financial crisis weighs
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How do you spell the word ‘car’? ... C - A – R! Right? A couple of years ago – maybe, but today, it’s more properly spelled: HYBRID or EV or PHEV. But there may be a new spelling coming to light (excuse the expression). I just read Matthew Sparkes’ June 10th article posted on the Guardian
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I’m not sure if, or how many of you have seen Stephen Ritter’s article in this week’s Chemical Engineering News (June 8th v. 87, no. 23, pp. 53-57). I must thank Jack Lifton, the respected technology metals commentator and colleague for bringing it to my attention. Ritter’s article is a bit of a read, but to play
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This article was posted on DiscoveryNews.com on June 6, 2009.It is titled Japan Taps Seabeds for Rare Metals. Excerpt:Japan plans to start exploring its seabed to harvest rare earth elements used in electronics, hoping to reduce its heavy reliance on Chinese imports, a government official said Tuesday. Japan would also try to develop its capacity to extract
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In an article posted on June 8th, Lamborghini has set there sights on Hybrid technology, in an effort to cut there emmisions. To think that the Lamborghini will become even more rare - with the use of those rare metals. It will be interesting to hear what a V10 556 horsepower hybrid sounds like, as it seems
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It has been forty or so years since the film Fantastic Voyage hit the screens in 1966, when Stephen Boyd, Raquel Welch and Donald Pleasance boarded a ‘vessel’, which was then miniaturized, and injected into the blood stream of a dying scientist with the objective of conducting some very delicate surgery. Absolute fantasy? Yes! Then again…MMM (metal,
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In the Wall Street Journal the other day (June 5th), Keith Johnson asked (and answered the question “Are big sales of hybrid cars compatible with a deep recession?” “Apparently so—in Japan at least. Last month, the Toyota Prius was the top selling model in the world’s second-largest economy; the rival Honda Insight hybrid came in third. A
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This article was posted this morning(June 4, 2009) by JackLifton on the Seeking Alpha website. Excerpt: Laissez-faire capitalism is alive and well in the rare earth mining sector of the economies of the United States, Canada, Australia, and the Republic of South Africa. None of these top tier industrial economies issues or funds government mandates for the
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Seimens announced this week that it has signed an MOU with Austin Texas based Valence Technology Inc. Valence is a manufacturer and supplier of lithium iron magnesium phosphate energy storage solutions. The deal with Siemens is for its ELFA(R) Hybrid drive marine propulsion system. Valence has had a focus on energy storage and management systems for busses.
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TOKYO (AP) — By YURI KAGEYAMA – (June 3, 2009) -- Toyota said Wednesday it will start leasing plug-in hybrid cars, that are even greener than its hit Prius, by the end of this year in the U.S., Japan and Europe. Toyota Motor Corp., the worlds top automaker, will start leasing 200 plug-ins in Japan, 150 in
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TheGold Report speaks with John Kaiser in an interviewtitled The Race to Rare Earths that makes for a good read. INTRO: Chinas export-based economy, once dependent on American greed, is now but a fading memory. While the U.S. was busy printing and preening, the Chinese were long-range planning. But America wasnt the only country caught off guard
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In an article published in the TIMES ONLINE on May 28th titled: Crunch looms for green technology as China tightens grip on rare-earth metals, Asian Business Correspondent Leo Lewis provides an insightful overview of some of the real challenges behind the scenes in the transition towards green energy and clean technology (click here for the full article).
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