tag:blogger.com,1999:blog-8123338579877576362.post5885684535242206931..comments2023-10-31T07:07:05.659-07:00Comments on Robert Mix's Blog: Rare Earth Metals, Part 1Robert Mixhttp://www.blogger.com/profile/12141824576251526483noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-8123338579877576362.post-37633621019347623412011-06-08T13:01:14.772-07:002011-06-08T13:01:14.772-07:00Matthew and donpaulo,
Both of you passed along go...Matthew and donpaulo,<br /><br />Both of you passed along good observations, thank you!<br /><br />Remember, that is one of the reasons I write this blog, to learn from you...Robert Mixhttps://www.blogger.com/profile/12141824576251526483noreply@blogger.comtag:blogger.com,1999:blog-8123338579877576362.post-21075265908883048932011-06-07T23:59:13.979-07:002011-06-07T23:59:13.979-07:00I have just a passing knowledge of the industry bu...I have just a passing knowledge of the industry but it is my understanding that the mining of said "rare earths" is a dirty business. As such it suffers from NIMBY syndrome just as a lead mine would. We need lead but nobody wants a mine in their neighborhood either.<br /><br />So China has cornered the market on "rare earths" primarily because they have been willing to deal with the NIMBY situation through CCP edicts.<br /><br />China does not have a monopoly on many of these elements, just temporary market control and as good capitalists jacked up the price, the same way gasoline, cable tv and apple computers do.<br /><br />Yes I do know that China has a preponderance of some of these valuable metals but it is no way the only source on the planet. Just the only source willing to pay the price to extract said minerals.<br /><br />Once the pricing changed and international access to said minerals was curtailed there was a race to "re-open" retired mines around the planet. As such it takes some time to get up to speed but I know for example that Vietnam has restarted mining with support from Japanese Zaibatsu.donpaulohttps://www.blogger.com/profile/13783316174426279451noreply@blogger.comtag:blogger.com,1999:blog-8123338579877576362.post-23664584590708599662011-06-07T23:22:07.312-07:002011-06-07T23:22:07.312-07:00What I want to know is why no one ever mentions St...What I want to know is why no one ever mentions Stans Energy, ticker HRE (Heavy Rare Earths) being that HREEs are more valuable and do not have tons of supply coming online with the light REEs put out by MCP and LYNAS. So what am I missing what is the downside here?Anonymousnoreply@blogger.com