InvestorIntel Rare Earths Monthly – August 2017
And August 2017 has not let us down. Prices ticking along nicely; control of illegal production news coming out of China; a sustained good news story around the world on the growth of wind farms, solar and green vehicles; and are the politicians really starting to see that these technology elements are really important? All good news, but no really exciting news from budding producers. Maybe it’s just the end of the Northern summer blues. Well, for mine the really significant, almost game changing news came out of China late in the month. The Baotou Industrial Park expansion! More discussion on that later.
Let’s look at the news on rare earth prices.
The trend is still encouraging. As the impact of the more and more green energy related news comes through then only good things will follow. And again, the news out of China is for further increases.
Below is the list of published information pieces (with hyper-links where possible) from:
- Other Countries
- Rare Earths related market research and commentary
And where it represents a shift in an REO-business fundamental I will provide commentary. Note that certain references will require registration or purchase (*).
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|3 Aug||ValueWalk||Rare earths are China’s most potent weapon in a Trade War|
|4 Aug||HuffPost||China’s not so secret weapons – Rare Earths|
|10 Aug||China Daily||Officials: Let up on rare earths|
|12 Aug||WhoWhatWhy||China monopolizes crucial rare earth minerals|
|12 Aug||Industrial Minerals*||August rare earth price rise in China|
|12 Aug||Adamas Intelligence||Chinese NdPr oxide price up 50% YTD – Panic or Party?|
|16 Aug||Argus Webinar||How will rare earth production control in China impact supply?|
|23 Aug||Nasdaq||China Rare Earths Association proposes stock release to ease price volatility|
|25 Aug||Industrial Minerals*||China rare earth companies post strong H1 results|
|29 Aug||China Daily||Huge rare earth industrial park coming to Inner Mongolia|
Market Research and Commentary
The rare earths from coal wastes story is developing but I expect will not be a fundamental change for some time to come. I will however keep you posted.
Still await news on any Mountain Pass developments. The re-development plans should be quite interesting.
The news of the month and possibly the news of the year. Well surely it has to make you re-think the whole rare earths development philosophy – “The Baotou Industrial Park expansion”.
I have been to Baotou a number of times over the last 12 years and the growth in the value add industries built around the Bayan Obo Mining District is truly staggering. It is so difficult to comprehend the growth, but it is there to see. I can only re-iterate my thoughts that development of Rest of World rare earths resources without a connection to China is a model that I cannot foresee.
See you next month.
Mr Mackowski is a qualified engineer in mineral processing with over 30 years technical and operational experience in rare earths, uranium, industrial minerals, nickel, kaolin ... <Read more about Steve Mackowski>