EDITOR: | March 11th, 2020 | 6 Comments

The Coronavirus kicks the demand for a NA Critical Materials Supply Chain into Overdrive.

| March 11, 2020 | 6 Comments
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Aware of the increasing prioritization to secure the supply of 35 recognized critical materials by the U.S. Government*, the coronavirus has kicked the sourcing mandate into overdrive. What was as one investor described to me during PDAC as a “five minutes to midnight” scenario for savvy investors, has evolved into a reprioritization from the industry to the development and buildout of a critical materials supply chain, the clock is ticking

Three priorities must now be set: 1) Which individual critical materials are necessary for the economic health of the country; and 2) What are the first steps required to establish a secure supply chains of sufficient quantities of these critical materials? Equally as important towards achieving a secure, readily accessible supply of critical materials for the consumer products’ industry as well as the defense industry will be (3) experienced leadership. Securing talented professionals with experience in building a sufficient supply chain will be a daunting task for one very obvious reason — we are building something that does not exist.

This said, the experts that do exist will be present at the 8th Annual Technology Metals Summit on the NA Critical Materials Supply Chain ready to tackle these issues head on. An exclusive event for industry and investors, this 1-day event will be held on Thursday, May 14th, 2020 from 8 AM to 6 PM, The Technology Metals Summit (#TMS2020) will be held in the Sovereign Ballroom at the Omni King Hotel located at 37 King St East in Toronto, Canada – click here to register

With international speakers and panelists including Detroit-based critical materials expert and U.S. Government consultant Jack Lifton, the Chair of the Canadian Rare Earth Elements Network Ian London, DC based lobbyist Jeff Green and NYC and Swiss -based financier, Kevin M Cassidy, helping to organize institutional based supply chain based, critical and tech metal financing, this 1-day event platform is being officiated by international rare earths expert Alastair Neill. With 25+ years of experience in the critical materials sector, Alastair is one of the few members of this industry with significant dealings in China, having lived in Beijing for 7-years, he started advising for InvestorIntel on this topic in 2012. Having already confirmed critical material presenters such as Appia Energy Corp., Avalon Advanced Materials Inc., Search Minerals Inc., and Texas Mineral Resources Corp., Alastair added: “I am delighted to be stepping in to ensure that we offer investors an understanding of not only where the critical materials industry stands presently, but where it is heading. Increased speculation from government and industry on how to effectively create a much-needed supply chain in North America and Europe, makes #TMS2020 timely.”

Speaker Jeff Green of J.A. Green and Company commented further with “I look forward to speaking at #TMS2020 about the most aggressive U.S. government intervention into the rare earths market in history. The U.S. Department of Defense is in the process of committing millions of dollars to bring rare earth manufacturing back to the United States, which makes this an exciting time to be a participant in this critical materials market.”

Interested in the hit list of the qualified 35 critical materials recognized by the U.S. Government*? These include the following (source): Aluminum (bauxite), antimony, arsenic, barite, beryllium, bismuth, cesium, chromium, cobalt, fluorspar, gallium, germanium, graphite (natural), hafnium, helium, indium, lithium, magnesium, manganese, niobium, platinum group metals, potash, the rare earth elements group, rhenium, rubidium, scandium, strontium, tantalum, tellurium, tin, titanium, tungsten, uranium, vanadium, and zirconium.

For more information on this event – give me a call at 416 792 8228 or email me direct at tracy@investorintel.com.


Editor:

Tracy Weslosky is the CEO for InvestorIntel Corp., a leading online source of investor information that provides public market coverage for investors for both investors ... <Read more about Tracy Weslosky>


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Comments

  • Hackenzac

    I think that you should call the corona virus by its official designation Covid 19. It matters.

    March 11, 2020 - 5:32 PM

  • Obsantiquedoc

    Are you going ahead with the conference? Got news today that someone tested positive for COVID 19 who was at PDAC. 23,000 people present and all going back to all corners of the world. This virus will definitely spread worldwide. Will likely be into exponential numbers in Canada by then….

    March 11, 2020 - 10:30 PM

    • Tracy Weslosky

      The conference was cancelled earlier this week. We will organize an online one shortly. Thank you for asking, be well.

      March 27, 2020 - 1:19 PM

  • Rare Earths Investor

    Hello Tracey. Thank you for the previous offer, unfortunately, I am unable to attend due to a conflict as indicated in my email. Hopefully, the conference can go forward.

    I am afraid I have to again suggest that IMHO the moves that may be made re., a strategic based RE/related value chain, driven by US military needs has to start (boots on ground) in 2020.

    Should the election go against Trump and a Democrat be elected, then I believe US mining and processing permits etc., being granted to initiate this chain, is highly unlikely. Biden (?) will need to placate his left wing to whom he will have to make some ‘promises’ to get their election backing.

    The military is not a priority with the Democrat party as the Obama age demonstrated and ‘political’ decisions/actions will take preference over strategic moves. This will again IMHO, be compounded by a different trade policy towards China, which will, again, be more free trade focused than the present, and will seriously reduce the ‘new’ perspective that government in the US can ‘interfere’ (at least to a degree) in the selection/support of companies who may assist with a new strategic value chain.

    Again, just my opinion and one from an investor concern perspective, certainly not a call to vote one way or another.

    GLTA

    March 12, 2020 - 9:26 AM

  • T Weslosky

    We appreciate the feedback. Note that we have used Covid-19 in numerous headlines, but a quick review of online news sources, shows that most people review data online for the virus under the name “coronavirus”. At this time – we are wishing everyone strong health as we all are doing everything to protect our elderly, our communities and of course, ourselves in fighting this pandemic.

    With regards to your response GLTA, I respect your position but feel that your jumping to conclusions that are too far down the road. None of us are able to forecast the future, and as a political science major (from 1988 – smile), I can tell you that both parties have when necessary prioritized the needs of the DoD. Other than that, I want to reiterate that we are planning on proceeding at this time due to advice from Peter Clausi, and an appreciation for the wisdom of Warren Buffet.

    Let me reiterate that I cannot forecast the future, so I am leaving room for practical decisions in the future as we see how this pandemic unfolds. Again, wishing everyone good health.

    March 12, 2020 - 1:45 PM

  • Refaat Sawires

    Hi Tracy
    I am unable to have access to the articles.
    I tried to join membership pay subscription, unsuccessfully.
    Please advise.
    Thank you.

    May 1, 2020 - 12:42 PM

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