EDITOR: | June 9th, 2015 | 8 Comments

Lifton on China’s global rare earth market expansion.

| June 09, 2015 | 8 Comments

June 9, 2015 — In a special InvestorIntel interview, Publisher Tracy Weslosky speaks with Jack Lifton, Founding Principal of Technology Metals Research, LLC and Sr. Editor for InvestorIntel on an update on what is ‘really’ happening in the Chinese rare earth market today and how “they are coming here, whether we like it or not – and we have to accommodate that.” Further to this, Jack discusses Rare Element Resources’ recent news about their proprietary separation technology, the Tantalus’ deal with Shenghe and the German market – with a focus on the roll-out of InvestorIntel.de.

Tracy Weslosky: I’d like to start by discussing the breaking news that just came out from Rare Element Resources.

Jack Lifton: I’m very impressed by Rare Element Resources’ announcement. I really had very little advanced knowledge and certainly I don’t know any more details of the process than were revealed in the press release. However, I do know all of the people involved. I can tell you that they are far and away the most professional group of chemical engineers, mining engineers that I know of in the space. This is a perfect example of how to do something. They are not talking about conquering the world with their great process. They are talking about solving their problem and I think — I really think they have. I believe we’re really at a turning point in America.

Tracy Weslosky: Additionally this month you wrote an excellent piece about how the Tantalus news and how their deal with Shenghe was a real industry and global game changer. Can you tell us what you mean and give us a little bit more of some background on that please Jack? Thank you.

Jack Lifton: What I mean is that Tantalus reached two goals that the entire industry should have been targeting. One is that they got an actual major vertically integrated rare earth company, Shenghe Resources of China, to commit into a contractual relationship taking 30% of their output from their Madagascar mine and investing up to 30% of their capital needs for the development of that project. Second, they got ThyssenKrupp Metallurgical, one of the world’s great trading, metal and commodity trading houses to do the same, issue a contract, a real contract, not a memorandum of understanding, to take 30% of their output for sale exclusively into the German market.

Now we’ve been talking about the German market on InvestorIntel and I have to point out to you ThyssenKrupp is a member of the Rohstoff Alliance. Therefore instead of second hand when they go to a meeting of the Rohstoff Alliance they sit across from companies like Siemens, Bosch, let’s say BASF and they say to them, we have material for you. These large corporations, which do not like to deal with midcaps and microcap, say okay, we’re in the same club, let’s have it checked. That is a hell of an advantage for Tantalus or anybody else who would get such a deal. Now you notice that ThyssenKrupp has also signed a deal with Rainbow in Africa indicating they have a very high confidence level that Rainbow will go into production because it cost ThyssenKrupp money to do these deals. They don’t do them as a waste of time because….to access the rest of the interview, click here and to review, Jack Lifton’s background, bio and clients – click here


Tracy Weslosky is the founder and CEO for InvestorIntel Corp. (2001-Present), a leading online source of investor information that since 2001 has provided public market ... <Read more about Tracy Weslosky>

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  • Mike Sander

    Thank you Jack. It seems that the Tantalus project consists of ionic clay which is a stark contrast to many non Chinese companies. Do you know what separation process they plan to utilize?

    Thank you,


    June 10, 2015 - 9:15 AM

  • Jack Lifton


    I am not privy to the company’s processing strategy, but as I recall their idea was to use ammonium sulphate solution in water as the principal extractant. A water solution of common salt (not ocean water) might also be used in addition to the ammonium sulphate solution. These are the same chemical extractants are used in China.

    June 10, 2015 - 10:23 AM

  • merlion

    Bouquets to Tracy, Jack and crew for this website. Setting up InvestorIntel.de was a natural and obvious follow-on. Viel Erfolg!

    One mysterious thought I had was that this move, in good time, might spawn InvestorIntel. cn!

    Today, I read an article from a gold writer. His piece features a stunning graphic. There’s a large circle drawn on the map of the world. Below the circle there’s a caption: “There are more people living inside this circle than outside of it.”

    The centre of the circle is located at roughly 105E just west of Hanoi. The southern point is at 10S near Christmas Island south of Java, Indonesia. The western point is at 65E west of Karachi, Pakistan. The northern point is Irkutsk, Siberia at ca. 50N.

    Run a tangent from Irkutsk west thru all of Russia and call it the Silk Road (railroad). Acknowledge the existential German/Russian gas for technology quid pro quo. That tangent then terminates at the Rhine/Ruhr confluence … the location of Duisburg which boasts the world’s biggest inland harbour.

    Los geht’s … as they say in German.

    The above-mentioned gold writer is Bill Holter.

    June 11, 2015 - 8:58 PM


    Lavrov answer
    Use existing institution OPEC with geopolitical strategy already in place. Finalize Iran deal for access to markets. Create new markets and implement technological innovation to reduce greenhouse emission.

    June 12, 2015 - 3:51 PM

  • Tony

    what global rare earth market expansion Jack, … how will any project get into production if it is uneconomic at current prices

    June 16, 2015 - 6:54 AM

  • Ericson
    June 17, 2015 - 3:47 AM

  • Tim Ainsworth

    Could be another touted Aussie joining that club very shortly.

    June 17, 2015 - 10:19 AM

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    […] Lifton on China’s global rare earth market expansion – Tracy Weslosky […]

    July 6, 2015 - 10:37 AM

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