EDITOR: | November 26th, 2015 | 4 Comments

The impact of China’s turmoil on the technology metals supply chain

| November 26, 2015 | 4 Comments
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2015-11-26-TMSNovember 26, 2015 – Happy Thanksgiving to our American InvestorIntel audience today. As you may or may not know, our primary audience are Americans (45%), followed closely by the Canadians and Australians (both at 20%): and of course, we love our European audience (15%). So allow me to thank everyone that participates in the InvestorIntel for creating an online community that we love!

Last night I tweeted out that we had literally just confirmed that we will be hosting an InvestorIntel Cleantech & Technology Metals Summit on May 10-11th at the Omni King Edward Hotel in Toronto. Tuesday, May 10th will be dedicated to cleantech and Wednesday, May 11th will be focused on technology metals and issues relating to sustainability (InvestorIntelSummit.com).

As a special thank you to our reader, here is our panel from our most recent Technology Metals Summit on October 14th titled The impact of China’s economic turmoil & challenges in today’s technology metals supply chain. Moderated by myself, the panelists include: Jack Lifton, Sr. Editor, InvestorIntel; Pol le Roux, Vice President Sales and Marketing, Lynas Corporation Ltd.; Guy Bourassa, President & CEO, Nemaska Lithium Inc.; Alastair Neil, Trinity Management Ltd.; and Anthony Marchese, Chairman, Texas Rare Earth Resources Corp.


Tracy Weslosky

Editor:

An accomplished entrepreneur and corporate finance professional, Tracy Weslosky is the CEO for InvestorIntel Corp. and the VP of Business Development for Bellotti Capital Partners ... <Read more about Tracy Weslosky>


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Comments

  • Sue Glover

    This was an amazing panel, thrilled to see the video. Eagerly anticipating the InvestorIntel CleanTech & Technology Metals Summit 2016.

    November 26, 2015 - 11:55 AM

  • Aat Oskam

    Great panel discussion. Congrats to you for selecting the participants, a well selected panel. (Sorry to see Jack leaving so soon though)

    November 26, 2015 - 3:57 PM

  • asrms

    I may have missed this release but I think many people are very interested in seeing the keynote address made by the lynas CEO at the recent metals meeting. With the lyscf sp flying recently and the suggestion that lyscf is even considering a MCP bid, her comments on the REE environment would be very illuminating; especially, as she is the only company lead executive out there (outside of china) actually fully emersed in the reality of REE manufacture.

    November 27, 2015 - 9:58 AM

  • Jeff Thompson

    Great depth to this panel, worth listening to carefully to absorb it all. On reflection, the key theme of the panelists that stood out for me was that the Chinese nation will continue producing rare earths at a loss if necessary, only half-heartedly stopping “illegal” production, regardless of the economic and other costs, to preserve the strategic advantage of being in control of much of the supply to the world. If, as a side effect, the suppressed prices hinder the development of North American sources, then that is a bonus, though perhaps not the primary goal.
    The sooner agencies in the U.S. government recognize this dynamic is not just a future possibility, but is already playing out, the better. At some point the need for an independent, domestic supply of rare earths is needs to become more apparent to the public. The U.S. military in particular has a strong incentive to see a domestic supply chain developed so that we’re never at the mercy of any foreign power to produce the military equipment that relies on a number of rare earths. Additionally, the ability to economically and cleanly refine certain rare earths to high purity levels is a skill we need to continue to nurture domestically, and the Texas Rare Earth contract with the DLA is an excellent start, but we need to see much more of this to really reestablish those abilities domestically. Even besides the defense aspect, large commercial companies such as General Electric, Apple, Ford, Tesla, and Lockheed, to name just a few of many, also have a growing need to find out where the neodymium, praseodymium, dysprosium, terbium, lithium, and other obscure metals (perhaps including scandium in the future) that are key components inside their products are coming from, and the high cost of the environmental damage that is occurring in the source countries. There are cleaner alternatives domestically, and when you weigh the couple hundred million dollars it would take to get one of these companies into production against the billions, even tens of billions of dollars that are spent on auto-pilot every year in far less worthwhile government spending or corporate acquisitions that don’t actually add value but just rearrange the deck, it seems like a worthwhile use of captial to fund/acquire one of these North American companies and get them into production.
    Thank you for making the panel discussion available.

    November 29, 2015 - 6:08 PM

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