Dysprosium – The Dark Horse in the REE Stakes

We have often likened the REE space to a horse race. Usually the metaphor was regarding the companies in the field and attempting to predict which shall make it to the finish line and which shall end up getting sent, metaphorically-speaking, to the glue factory. However, in another respect the Lanthanide Stakes has ended up … Continue reading Dysprosium – The Dark Horse in the REE Stakes

Looking at the “China 2025” plan; The OEM Automotive Industry and Critical Materials

Jack Lifton of Jack Lifton LLC Summary China will dominate the OEM automotive Industry's demand for critical materials for EVs Capitalism with Chinese Characteristics outdoes free markets in sourcing critical materials China is openly seeking EV technology in any way it can Over the coming decade 2017-2027 the driver of demand for critical materials is … Continue reading Looking at the “China 2025” plan; The OEM Automotive Industry and Critical Materials

Rare Earths & Lithium – The Mammoth Disconnect

The most startling act of cognitive dissonance in the mining space in this day and age is amongst those investors and analysts that enthuse about Lithium/Cobalt/Graphite and yet cannot raise an eyebrow for Rare Earths. The thesis is rather simple. If you believe that the we are on the cusp (or indeed already in) a … Continue reading Rare Earths & Lithium – The Mammoth Disconnect

Northern Minerals & the Sexiness of Xenotime

As I have noted before, in the film, “The Graduate”, the unworldly character Benjamin (played by Dustin Hoffman) is told at a cocktail party that there is one word that he should know and that word is “plastics”. We are not sure in light of plastic’s progress over the last 40 years whether that would … Continue reading Northern Minerals & the Sexiness of Xenotime