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Rare earth metals

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Bedankt voor de link. Ikzelf zit op een ander draadje wat ook erg veel info heeft. Overigens is het bij juniors altijd de kunst om de weinige winnaars van de vele afhakers te onderscheiden. Dat geldt dus niet alleen voor REE maar ook voor goud, zilver, ijzererts, etc.

Ben er wel van overtuigd dat er bij de hele REE-sector nog altijd veel opwaartse speculatie mogelijk is in 2010. Paar artikelen in de bekendere Amerikaanse en Britse kranten en dan gaan de koersen flink up. Je ziet het aan afgelopen week. Alle REE-juniors die ik volg waren (dik) groen.
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quote:

andy schreef:

Yep, we will see? Ik doe nix nu. Totdat richting duidelijker wordt. Kansen voor klap naar beneden groter dan vuurwerk up. Vooralsnog. Te vroeg /onrijp voor XBeertjes of XBulletjes?!

CU/ waar zat je in Spanje?
Ik doe voorlopig niks met xbears. Eerst even de bulls laten uitrazen.
Ik zat in Salamanca en daarna Barcelona. Ga zeker ooit terug en dan voor langere tijd. Wat een heerlijk leven daar!
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quote:

macbookpro schreef:

Ben er wel van overtuigd dat er bij de hele REE-sector nog altijd veel opwaartse speculatie mogelijk is in 2010. Paar artikelen in de bekendere Amerikaanse en Britse kranten en dan gaan de koersen flink up. Je ziet het aan afgelopen week. Alle REE-juniors die ik volg waren (dik) groen.
Vandaag weer alles groen. Ook fijn dat nieuws over de Chinese economie. Laat die Chinezen hun eigen REE maar flink gebruiken; grotere kans dat Westerse overheden en private partijen REE juniors zullen gaan steunen.
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Ik heb nu binnen GWG op 0,27 CAD en AVL op 2,45 CAD. Op de watchlist staan Hudson, Molycorp en Neo Material Technologies (geen junior!). Molycorp is niet genoteerd maar er is wel kans op een IPO tzt.

Tot nu toe ongelooflijk veel tijd gestoken in DD (lezen, lezen en nog eens lezen) maar ik weet zeker dat het zich gaat uitbetalen, zowel op korte als lange termijn.

Interessante sites voor dd:
www.theanchorhouse.com/
www.jackliftonreport.com/
treo.typepad.com/raremetalblog/
www.stockhouse.com

Via deze sites kom je overal terecht op het internet als het gaat om RARE EARTH ELEMENTS.

Succes aan allen!
MBP

P.S. Onderschat niet de moeilijkheid van de materie. In tijden van hype is het erg moeilijk om de serieuze spelers eruit te halen. Mijn tip: zo min mogelijk handelen en zoveel mogelijk lezen. Deze hype gaat nog wel even door, dus tijd zat.
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quote:

macbookpro schreef:

Ik heb nu binnen GWG op 0,27 CAD en AVL op 2,45 CAD. Op de watchlist staan Hudson, Molycorp en Neo Material Technologies (geen junior!). Molycorp is niet genoteerd maar er is wel kans op een IPO tzt.

Tot nu toe ongelooflijk veel tijd gestoken in DD (lezen, lezen en nog eens lezen) maar ik weet zeker dat het zich gaat uitbetalen, zowel op korte als lange termijn.

Interessante sites voor dd:
www.theanchorhouse.com/
www.jackliftonreport.com/
treo.typepad.com/raremetalblog/
www.stockhouse.com

Via deze sites kom je overal terecht op het internet als het gaat om RARE EARTH ELEMENTS.

Succes aan allen!
MBP

P.S. Onderschat niet de moeilijkheid van de materie. In tijden van hype is het erg moeilijk om de serieuze spelers eruit te halen. Mijn tip: zo min mogelijk handelen en zoveel mogelijk lezen. Deze hype gaat nog wel even door, dus tijd zat.

Dank voor je info. De laatste weken stonden er aardige artikelen in De Financial times en het financieel dagblad.
Inderdaad complexe materie, al was het maar vanwege Geo-politieke verwevenheid,maar waarschijnlijk booming markt, omdat alleen al in de automotive een sterk toenemende vraag is naar "rare metals", zoals
lanthanum,cerium,praseodymium, enz.
We houden elkaar op de hoogte!
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Na een zeer zwak eerste halfjaar is de bodem gezet begin juli na bericht van China's export restricties. Het voordeel van de zwakke koersontwikkelingen bij de REE's is dat ik enorm veel tijd heb kunnen lezen om kennis op te doen, goedkoop heb kunnen inslaan en en dat je juist in zwakke beurstijden de feiten uit alle onzin leert te filteren.

Mijn speculatiepotje zit vol in GWMG, Lynas en NEM en ik doe geen andere grondstoffen meer dan REE.

Off we go!

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En we zijn zeker vertrokken naar het noorden! Dwars tegen het algemene negatieve sentiment gaat de REE-sector gestaag omhoog. Steeds meer publiciteit in mainstream media. Het kan nog een keer omlaag als de hele wereld weer zuidwaarts keert, maar gezien afgelopen 1,5 maand durf ik wel te stellen dat de trein vertrokken is!



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Backlash over China curb on metal exports

China's draconian export curbs on rare earth minerals needed by the rest of the world for frontier technologies is escalating into a serious diplomatic and trade clash with the United States and other leading powers...

www.telegraph.co.uk/finance/newsbysec...
crackedtooth
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"Rare earth ores are not in fact rare, merely scattered and costly to extract. There are ample reserves in the US,
Australia, Canada, Russia, and Greenland. A number of explorers are reopening mines but will not produce significant amounts until mid-decade. "

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Zo, GWMG van 0,15 naar 0,30 in 8 a 9 weken. Lynas ook al zo'n feest. En dat dwars tegen het algemene negatieve sentiment in... Maar zoals gezegd: bijna alle serieuze REE-bedrijven - en dat zijn er niet veel! - zijn afgelopen twee maanden zo'n 80%-100% gestegen...

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Rare earths zijn toch helemaal niet zeldzaam? En die prijzen van REE's waren afgelopen decennia spotgoedkoop? Waarom zouden we ons daar nu druk om maken?

Tijden veranderen... In Japan hebben ze het door. In Zuid-Korea trouwens ook. Alleen het Westen snapt het nog niet echt. Maar dat komt nog wel...

BEIJING--China on Saturday rejected a request from the Japanese government not to cut exports of rare-earth metals that are vital to the production of a wide range of electrical products, such as hybrid vehicles and liquid crystal displays.

Japanese industry minister Masayuki Naoshima asked Chinese Minister of Industry and Information Li Yizhong and Commerce Minister Chen Deming for reductions to this year's export quota to be reversed in a meeting at the "Japan-China high-level economic dialogue" of economic ministers in Beijing.

Naoshima told the Chinese ministers: "In the second half of this year alone, the export quota is being reduced by 70 percent. The reduction is too sharp."

The Japanese side repeated the request at the main session of the conference, with all economy-related ministers from both countries present.

But China, which produces more than 90 percent of the world's rare-earth metals, refused to budge on its policy of limiting access.

In July this year, it announced an export quota of the vital raw materials for the second half of this year of about 8,000 tons, considerably less than the quota for the first half of the year. The combined quota for 2010, 30,000 tons, represents a 40 percent reduction from 2009.

According to Japanese government officials, one of the Chinese ministers at the bilateral meeting said, "It is necessary to reduce production (of rare-earth metals) from the viewpoint of environmental protection."

Another minister said, "It is necessary to save those metals as they are likely to be exhausted."

Chen stressed to reporters that the policy was not just about exports, "We are also limiting mining of those metals (as well as reducing exports). I want (Japan) to understand that."

Rare-earth metals are a group of chemically similar metallic elements, including lanthanum, cerium and neodymium, many of which are used in the production of modern electrical devices, including hybrid vehicles, liquid crystal displays and energy-saving home appliances.

Naoshima told the Chinese ministers that Japan could provide technological help to address their worries about environmental pollution, but economic as well as ecological concerns may be behind China's new course. Limiting exports will allow domestic producers privileged access to strategically important resources and increase the prices for the materials China does send abroad.

Earlier this month, an executive of China's Ministry of Land and Resources said in an interview for a local television program, "Due to the excessive development (of rare-earth metals), their prices have been pushed down." The executive quoted a high-ranking official of a local government (in China) as complaining that their prices are like those of radishes or Chinese cabbages.

The Chinese authorities appear to want to process the rare-earth metals in China, adding value before exporting them at much higher prices.

According to a Chinese media organization, an executive of the land and resources bureau of the city government of Heyuan in Guangdong province in southern China said, "If we process rare-earth metals, their prices will become similar to those of gold or diamonds."

The prices of the rare-earth metal cerium, for instance, which is used as an abrasive in liquid crystal television manufacturing, has already jumped to $40 to $50 (3,400 yen to 4,250 yen) per kilogram from $5 to $6 a year ago.

As the amount of cerium used in production is small, the sharp rise in prices is unlikely to immediately hit consumers' purses, but companies are worried about disruption to production.

"China had been reducing export quotas (of rare-earth metals). This reduction came just as Japan's economy is recovering and makers want to obtain them. It is likely that their prices will rise limitlessly. We are shocked," said an executive of a major alloy maker in Japan.

China is expected to limit the overall production of rare-earth metals, not just exports.

"At present, we have stocks. But we are concerned that rare-earth metals will not come to Japan in the future. We have to consider manufacturing our products in China or procuring rare-earth metals from other countries," the executive said.

The first "Japan-China high-level economic dialogue" was held in December 2007 in Beijing. Six Japanese ministers took part in this year's meeting, including Naoshima and Foreign Minister Katsuya Okada. The Chinese participants included Vice Premier Wang Qishan.

Though the ministers from the two countries could not reach agreement on rare-earth metals, they did agree on cooperation to protect bluefin tuna and to start regular vice-minister-level talks between the Japan's Ministry of Economy, Trade and Industry and the Chinese ministry of industry and information.
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NYT, 2 sept.

When Rare Earths Get Rarer
By REINHARD BÜTIKOFER
In the race for green tech, the leading position of Europe and the United States is coming under new pressure.

During the summer break, China’s commerce ministry cut export quotas for so-called rare earth elements by 72 percent for the second half of this year.

This has serious implications. Rare earth elements are playing a rapidly growing role in our drive toward a high-tech, low-carbon economy, in everything from batteries for hybrid and plug-in cars to catalysts in energy-efficient light bulbs.

The rare-earth element terbium, for example, can cut the electricity demand of lights by up to 80 percent, while fractions of dysprosium can significantly reduce the weight of magnets in electric motors. Rare earth elements also have found military applications.

Chinaholds the largest reserves of rare earths and is responsible for over 95 percent of their current global production. Beijing is well aware of the importance of these strategic resources. In 1992, Deng Xiaoping noted that “the Middle East has its oil, China has rare earth.”

With China seeking to shift its industry to the manufacture of higher-value goods needed for a green industrial transformation, it will increasingly require the lion’s share of its own rare-earth production to satisfy domestic demand.

No wonder that Beijing is slowly pulling the plug on exports. A year ago, the Chinese Ministry of Industry and Information Technology suggested in a policy paper that the export of the most valuable rare earth elements be terminated.

The European Union and the United States need to develop an adequate plan to secure these critical raw materials. On a visit to Brussels, Congressman Bart Gordon of Tennessee, the out-going chairman of the committee on science and technology in the U.S. House of Representatives, met with the European Parliament’s industrial policy committee to promote trans-Atlantic collaboration on this issue, including joint hearings by the U.S. Congress and the European Parliament.

Trans-Atlantic cooperation should encompass several crucial dimensions.

First and foremost, there is a need for more reliable data on the distribution of global reserves and global production potential. Many experts currently speak of a supply crunch by 2012, while others consider the risk minimal as new mines become operational.

Several countries have considerable reserves of rare earths. Had it not been so easy in the past to import them from China, we would have focused more on these alternatives. A trans-Atlantic “early warning system,” armed with accurate facts and figures, could be established to identify future supply options.

Second, we need a strong and coordinated research and development effort on substituting rare earth metals with other materials; increasing the efficiency in using rare earths; and ensuring the recycling of rare earths. If this were done, China’s reduction of exports could come to be seen as a blessing in disguise.

Recycling in particular could lead to the creation of “trash-for-cash” schemes that would not only secure supplies, but also decrease greenhouse gas emissions and ultimately act as a buffer against rising prices. The European Commission, in its approaching Innovation Act, should spearhead these schemes through trans-Atlantic innovation and research and development.

China’s export restrictions have raised a red flag that demands our attention. Trans-Atlantic cooperation on this issue will not only reduce duplication, but — coupled with a strong focus on rare-earth recycling substitution and efficiency — could open up new markets and help in the development of high-tech, low-carbon economies.

Reinhard Bütikofer, a German member of the European Parliament, sits on its committee on industry, research and energy and its delegation for relations with the United States.
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Terwijl de grote indices heen en weer bewegen, zijn er al twee maanden volop groene strepen in de REE sector, ook weer vandaag... Wat een feest, ik krijg er hoogtevrees van. Echt genieten! En dan te bedenken dat dit pas het begin is van de REE bull-market...

Cézan
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Digging in

China restricts exports of some obscure but important commodities
Sep 2nd 2010 | Hong kong

BEHIND the rise of resource-poor countries like Japan, South Korea and China into industrial giants has been the readiness of other countries to sell them critical commodities, albeit sometimes at excruciating cost. An unfolding collision around a group of elements known as “rare earths” is seen by some as a test of China’s willingness to reciprocate.

Rare earths have become increasingly important in manufacturing sophisticated products including flat-screen monitors, electric-car batteries, wind turbines and aerospace alloys.

www.economist.com/node/16944034

Czn.

www.economist.com/sites/default/files...
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Worden we nu wakker in het Westen? Dit is geen hype mensen. Dit is serieus. Kreeg zojuist een NYT alert:

Amid Tension, China Blocks Rare Earth Exports to Japan
By KEITH BRADSHER
HONG KONG — Sharply raising the stakes in a dispute over Japan’s detention of a Chinese fishing trawler captain, the Chinese government has placed a trade embargo on all exports to Japan of a crucial category of minerals used in products like hybrid cars, wind turbines and guided missiles.

Chinese customs officials are halting all shipments to Japan of so-called rare earth elements, industry officials said on Thursday morning.

On Tuesday, Prime Minister Wen Jiabao personally called for Japan’s release of the captain, who was detained after his vessel collided with two Japanese coast guard vessels about 40 minutes apart as he tried to fish in waters controlled by Japan but long claimed by China. Mr. Wen threatened unspecified further actions if Japan did not comply.

A Chinese commerce ministry official declined on Thursday to discuss the country’s trade policy on rare earths, saying only that Mr. Wen’s comments remained the Chinese government’s position.

China mines 93 percent of the world’s rare earth minerals, and more than 99 percent of the world’s supply of some of the most prized rare earths, which sell for several hundred dollars a pound.

Dudley Kingsnorth, the executive director of the Industrial Minerals Company of Australia, a rare earth consulting company, said that several executives in the rare earths industry had already expressed worries to him about the export ban. The executives have been told that the initial ban lasts through the end of the month, and that the Chinese government will reassess then whether to extend the ban if the fishing captain still has not been released, Mr. Kingsnorth said.

“By stopping the shipments, they’re disrupting commercial contracts, which is regrettable and will only emphasize the need for geographic diversity of supply,” he said. He added that in addition to telling companies to halt exports, the Chinese government had also instructed customs officials to stop any exports of rare earth minerals to Japan.

Japan has been the main buyer of Chinese rare earths for many years, using them for a wide range of industrial purposes, like making glass for solar panels. They are also used in small steering control motors in conventional gasoline-powered cars as well as in motors that help propel hybrid cars like the Toyota Prius.

American companies now rely mostly on Japan for magnets and other components using rare earth elements, as the United States’ manufacturing capacity in the industry became uncompetitive and mostly closed over the last two decades.

The Chinese embargo is likely to have immediate repercussions in Washington. The House Committee on Science and Technology is scheduled on Thursday morning to review a detailed bill to subsidize the revival of the American rare earths industry. The main American rare earths mine, in Mountain Pass, Calif., closed in 2002, but efforts are under way to reopen it.

The House Armed Services Committee has scheduled a hearing on Oct. 5 to review the American military dependence on Chinese rare earth elements.

The Defense Department has a separate review under way on whether the United States should develop its own sources of supply for rare earths, which are also used in equipment including rangefinders on the Army’s tanks, sonar systems aboard Navy vessels and the control vanes on the Air Force’s smart bombs.

The Chinese embargo is likely to prompt particular alarm in Japan, which has few natural resources and has long worried about its dependence on imports.The United States was the main supplier of oil to Japan in the 1930s, and the imposition of an American oil embargo on Japan in 1941, in an effort to curb Japanese military expansionism, has been cited by some historians as one of the reasons that Japan subsequently attacked Pearl Harbor.

Jeff Green, a Washington lobbyist for rare earth processors in the United States, Britain, Canada and Australia, said that China and Japan were the only two sources for the initial, semiprocessed blocks of rare earth magnetic material. If Japan runs out of rare earths from China — and Japanese companies have been stockpiling in the last two years — then the United States will have to buy the semiprocessed blocks directly from China, he said.

“We are going to be 100 percent reliant on the Chinese to make the components for the defense supply chain,” Mr. Green said.

Japanese companies are now setting up rare earth processing factories in northern Vietnam, partly to use small reserves of rare earth elements found there but also to process rare earth elements smuggled across the border from southern China. But the Chinese government has been rapidly tightening controls on the industry in the last four months to try to limit smuggling.

Rare earth elements are already in tight supply, with soaring prices, after the Chinese government announced in July that it was cutting export quotas by 72 percent for the remainder of the year. A delegation of Japanese business leaders met with Chinese officials in Beijing on Sept. 7 to protest the sharp reduction in quotas.

The price of samarium, crucial to high-temperature military applications like missile guidance motors, has more than tripled since July, to $32 a pound, Mr. Green said.

Deng Xiaoping, the late leader of China, is widely reported to have said that while the Mideast has oil, China dominates rare earths. But while Arab states used restrictions on oil exports as a political weapon in 1956, 1967 and 1973, China has refrained until now from using its near monopoly on rare earth elements as a form of leverage on other governments.

China tried to position itself instead as a reliable supplier, partly to discourage other nations from digging their own rare earth mines.

Despite the name, rare earths are actually fairly common; they are expensive and seldom mined elsewhere because the processing equipment to separate them from the ore is expensive and because rare earths almost always occur naturally in deposits mixed with radioactive thorium and uranium. Processing runs the risk of radiation leaks, — a small leak was one reason the last American mine was unable to renew its operating license and closed in 2002 — and disposing of the radioactive thorium is difficult and costly.

A senior Japanese Foreign Ministry official, who declined to be named, said that the Japanese government had not yet received any notice from China regarding an embargo. The official said, however, that the Japanese government has repeatedly asked China to not restrict its exports of rare earth elements, citing the severe consequences such a move would have on global production and trade.

Toyota had not yet received any information on an embargo and was unable to comment, said Masami Doi, a spokesman for Toyota in Tokyo.

Hiroko Tabuchi contributed reporting from Tokyo.



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Overigens is de REE-sector de afgelopen twee weken enigszins afgekoeld. Toen China in juli een mondiale exportvermindering publiekelijk maakte, begon er een flinke klim noordwaarts. Per 23 september is Rare Earths officieel wereldnieuws vanwege een exportverbod alsook een belangrijk element van de WTO-onenigheden tussen China en de rest van de wereld die nu steeds meer in het nieuws komen.

Het is de hoogste tijd voor beleggers om rare earths als een serieuze investering te gaan beschouwen. Dit is een goed startpunt: www.raremetalblog.com/
Of: www.techmetalsresearch.com/


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