EDITOR: | July 13th, 2016 | 2 Comments

Lifton on the hottest resource topic in China today – lithium.

| July 13, 2016 | 2 Comments
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July 13, 2016 — InvestorIntel Senior Editor Jack Lifton is just back from his latest visit to China where he picked more impressions of what is shaping that country’s policies on acquiring resource projects around the world. He sees this as part of a much larger, and longer story, of how the world has changed and evolved: Britain and the United States had their moments in the sun, now it’s China’s turn.

In this interview with InvestorIntel Publisher Tracy Weslosky, Jack Lifton:

  • Explains that Chinese companies are not buying foreign projects to make money in the stock market, but to acquire raw materials for their industries.
  • How their focus is shifting from buying only producing companies to juniors that are in the development phase.
  • How Chinese capital will help North American mining stay in business.

And he reports on what is the hottest resource topic in China today — it’s lithium.

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Comments

  • hackenzac

    I remember the alarmist Time magazine cover Japan Inc so fears of a Chinese worldwide dominance leave me skeptical especially when it comes to the most important resources of all, water, breathable air, arable land, and food. When considering the likely disruption of agriculture due to increasingly extreme weather events, I’d rather be in America “in decline”. In microbiology, there’s something called the Pasteur effect as modeled by common yeast but if you were looking for an analogous human model, it’s China and India with too many people and not enough resources. Buying Smithfield isn’t going to save them. Their powers and abilities are far over estimated imo as if everyone else in the world is just standing by doing nothing to advance their own agendas.

    July 13, 2016 - 12:31 PM

  • Jack Lifton

    Hackenzac,

    You may well be right in the long run, and I for one believe you are, but nonetheless in the near term China’s dominance in seeking and acquiring raw materials will dominate both the natural resources sector’s supply “growth” as well as its demand growth. You’re certainly right about the importance of potable water, food, and energy for heating and air conditioning. If and when rationing of any of these occurs in the world’s most populous nations then the end times for our current technological society will certainly be in sight. The conceit that growth and the spread of progressivism go hand in hand, the religion of Western liberals, has already run its course in the West (and Japan). I think that the great recession was an inflection point, the point at which governmental over- regulation and the American version of the free market stopped working, or was at least exposed to all in its corrupted inner workings. If and when the Chinese “experiment” of a managed market fails what’s then left?

    Jack

    July 13, 2016 - 2:15 PM

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