Category Archives: Rare Earth Elements

Urban Mining Gone Wild

The increase in theft of catalytic converters is really starting to make headlines across the country.  Toyota SUVs and trucks appear to be the prime targets as their catalytic converters contain more of the three precious and rare earth metals … Continue reading

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Confessions of a Rare Earth Day Trader – FP

Interesting piece in Foreign Policy titled,  I Was a Rare Earths Day Trader.   More interesting, however, is the subtitle, How a naval confrontation in the South China Sea created a global investment bubble — and cost me half my life … Continue reading

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Nonlinear Thinking: Volt’s Battery Capacity Could Double

That’s what were talking about! A break through in battery technology will really change the world as we know it.   MIT’s  Technology Review reports the next generation of the Chevrolet Volt and other battery-powered cars are looking at electrode materials … Continue reading

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Nonlinear Thinking: Synthetic Palladium

Linear thinking dominates economics and finance and was one of root causes of the recent financial crisis.  It is clear to us, the economy and financial markets are nonlinear systems.  In hindsight,  the collapse of the financial system showed risk … Continue reading

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Rare Earth Day 4.0

Rare earth stocks rocked today on the back of an article in PC magazinem which is really old news.   Molycorp (MCP) was up almost 10 percent,  hitting  a high of $50.29 a share, and Rare Earth Elements (REE) up almost … Continue reading

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Equity Bulls Battle on Two Fronts

The slow improvement of the U.S. economy, reflected in weekly jobless claims, coupled with QE2 is providing an underlying bid to the equity market, which is surprising to many, given the increasingly ugly global macro picture.  On the Western Front, … Continue reading

Posted in China, Commodities, Currency, Equities, Geopolitical, Japan, PIIGS, Rare Earth Elements, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

China to Resume Shipping Rare Earth Minerals – NY Times

The NY Times is reporting China has ended its Rare Earth export embargo just shortly after Secretary of State Clinton announced she would question the policy on her upcoming visit.  Interesting, China never admitted to export restrictions. As expected the … Continue reading

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Rare Earth Metals ETF (REMX) Begins Trading October 28th

Don’t forget the Van Eck Rare Earth/Strategic Metals ETF (REMX) is set to begin trading tomorrow.   The ETF seeks to replicate the performance of the Market Vectors Rare Earth/Strategic Metals Index. Click here for prospectus.

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Rare Earth Day 3.0

The Rare Earths continue to rock today in a down market as the story unfolds.  Germany announced yesterday the rare earth supply shortage is starting to hit their industrial base.  The Chinese canceled a three-way high level meeting with Japan … Continue reading

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Rare Earth Stocks Up Big on China Restrictions

China announced further limits on its Rare Earth exports today.  The country controls 97 percent of the world’s supply, which are critical for hi-tech products, including smart phones, hybrid and electric vehicles,  and cruise missiles.   Hard to read if … Continue reading

Posted in China, Commodities, Currency, Geopolitical, Politics, Rare Earth Elements, Sovereign Risk, Uncategorized | Tagged , , , , | 2 Comments