All post from: June 2010

Selling the rare earths story

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Exploration, Mining, Travel

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It has been hard not to notice the recent furore over “rare earth elements”. China provides over 90% of the mined supply of these elements, and for some elements, all of the world’s supply. This has worried governments and consumers in North America, Europe and non-Chinese Asia. A scramble to develop rare earth mines outside China has begun and miners,…
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Supercycles and supply chains

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Mining, Travel

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In a recent in depth article we discussed “What’s hot, what’s not and why” in the commodities world, based on a presentation by CRU Group at the ITRI International Tin Conference last month. Looking at the medium term prospects for a number of commodities, the article concluded that for a commodity to be “hot” with strong positive price fundamentals it…
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