Mining Indaba 2010 – Reflections on Day 1

by Admin February 2, 2010

by Matthew Kennard – FT ALPHAVILLE – Published: Feb 2, 2010
He may have been robbed but that hasn’t stopped FT Alphaville’s man on the ground at the Indaba mining conference in Cape Town from filing his thoughts on the opening day of the industry’s annual South African jamboree.
By Matthew Kennard:
The conference started in fitting fashion [...]

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Rare Earth Demand Rises, No Supply Increase Seen Outside China

by Admin February 2, 2010

by Jade Davenport – MINING WEEKLY– Published: Feb 1, 2010
Demand for rare-earth metals was increasing “exponentially”, primarily driven by demand for new technology, independent consultant and commentator Jack Lifton said on Monday.
He told delegates attending the 2010 Mining Indaba in Cape Town that 2010 was already shaping up as the year of rare metals.
Rare-earth metals are [...]

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On The Green Road: Cape Town Capers – A Field Report On The Rare Metals Mania Of 2010

by Jack Lifton January 30, 2010

It’s just about midnight, local time on Saturday, January 30, 2010, and I’m about to land in Cape Town in the Republic of South Africa. I’ve been traveling for 24 hours from my home base in Detroit. On Monday I will be speaking in Cape Town at Mining Indaba 2010, Africa’s annual mining congress and probably [...]

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Toyota: Toward the 21st Century Electric Car

by Jack Lifton January 20, 2010

The Wall Street Journal yesterday, January 19, 2010, reported that:
“A key supplier of Toyota Motor Corp. (TM) moved to secure a long-term source of lithium in Argentina, in one of the first global natural-resource plays of the electric-car age.”
Today, January 20, 2010, it has been disclosed that the same Toyota “supplier” has also extended its [...]

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The Rare Earth Crisis Of The Second Decade Of The Twenty-First Century: A Threat Or An Opportunity?

by Jack Lifton January 16, 2010

Allow me to pose a question: with regard to the rare earths, is there a global threat of supply interruption by China – or is any threat really due to a failure of the American way of doing business?
America was actually self-sufficient in its supply of rare earth metals until 2002. In that year, due [...]

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The Battle Over Rare Earth Metals

by Jack Lifton January 14, 2010

This article was originally published in the January 2010 issue of the Journal of Energy Security.
Rare earth metals are most simply defined as those chemical elements that have atomic numbers between 57 to 71. These include lanthanum, from which rare earth metals get their collective chemical name of lanthanides, to lutetium. For reasons of chemical [...]

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Rare Metals In The Age Of Technology

by Jack Lifton January 10, 2010

I’ve just completed the finishing touches to a new report that I’ve written for subscribers to The Jack Lifton Report.
In December 2009, I was invited to New York’s Essex House by CLSA, one of Asia’s leading independent brokerage and investment groups, to present a short seminar on “Rare Metals in the Age of Technology” to [...]

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Concern As China Clamps Down On Rare Earth Exports

by Admin January 2, 2010

by Cahal Milmo – THE INDEPENDENT – Published: Jan 2, 2010
Britain and other Western countries risk running out of supplies of certain highly sought-after rare metals that are vital to a host of green technologies, amid growing evidence that China, which has a monopoly on global production, is set to choke off exports of valuable [...]

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The Veracity of Chinese Mining Statistics

by Jack Lifton December 28, 2009

In February of this year I gave a presentation at the Annual Meeting of the Society for Mining, Metallurgy & Exploration (SME 2009) entitled “An Assessment Of The Reliability Of The Present Determination Of The Rare Earth Resources and Reserves Of The People’s Republic Of China“. The following is drawn from that presentation.
Laissez-faire capitalism is [...]

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Jack Lifton’s Modus Operandi

by Jack Lifton December 24, 2009

I am an analyst of the market fundamentals, and the end uses, and the future trends of the end uses of the technology metals. I estimate the probability of success of a mining venture and report it as the likelihood that it will produce the metal(s) in its deposit(s) economically, and in a time frame [...]

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