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Rare Earths Company and sector Articles

Sector

Remember that you can get up to date daily news from the 'Daily RE News' section. For more detailed company information and reports go directly to the specific company websites (see 'RE Companies' ). In this article section you will find company and sector articles that are worth keeping for reference in relation to future RE developments and your investment decision - making. Such articles may not find their way onto the daily news.

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RECENT

How China's mines rule the market of critical raw materials

Geological Surveys Unite to Improve Critical Mineral Security

https://eos.org/science-updates/geological-surveys-unite-to-improve-critical-mineral-security

PREVIOUS

2020 highlighted the frailties of mineral supply chains, on which the clean-energy transition relies

http://geographical.co.uk/nature/energy/item/3956-2020-highlighted-the-frailties-of-mineral-supply-chains-on-which-the-clean-energy-transition-relies

Minerals essential for wind, solar, and high-tech, are anything but clean and green

Does China Pose a Threat to Global Rare Earth Supply Chains?

https://chinapower.csis.org/china-rare-earths/

Rare Earths 101: Digging Up the Facts, with Jordy Lee (resourcesmag.org)

Critical minerals and the new geopolitics

https://opinion.inquirer.net/135852/critical-minerals-and-the-new-geopolitics

China’s tryst with Rare Earth Elements: A monopoly over the global supply chain

https://www.cescube.com/vp-china-s-tryst-with-rare-earth-elements-a-monopoly-over-the-global-supply-chain

Rare Elements of Security

https://www.airforcemag.com/article/rare-elements-of-security/

Securing the Critical Minerals Supply Chain

https://www.lawfareblog.com/securing-critical-minerals-supply-chain

China's Monopoly on Rare Earth Elements - and Why We Should Care

https://www.fpri.org/article/2020/10/chinas-monopoly-on-rare-earth-elements-and-why-we-should-care/

EU unveils action plan to secure access to critical raw materia

lshttps://www.lexology.com/library/detail.aspx?g=0b9d4cbb-da66-4f25-8833-4d924b4980ba

Argus White Paper: How to build a rare earth supply chain - July 2020

https://www.argusmedia.com/-/media/Files/white-papers/argus-wp-how-to-build-a-rare-earth-supply-chain.ashx?mkt_tok=eyJpIjoiTVdGaU1EZ3lZV1poTVRFeCIsInQiOiJyM2NFUFg0UVdEMmFPR2poZFhtRnlxUmo4THBESmZOOEZ3RENOVjhLb3kzTjZ2ZGtVbmhTVXAyXC9VVE5kVmJKMmhaRmo4YkdVZUE1SWN0RktxTGRreGNPWnhRb3h4cDNTRzZESUFcLzUwZlwvdjdWUW10M2FrdnlLb2FjU3BTM3AxRCJ9

Looking beyond 5G: Why Europe is far from naïve when it comes to issues of strategic dependence

US Vulnerable to China Rare Earth Monopoly, Researchers Find

RENEWING RARE EARTH THREATS, CHINA DIGS DEEP FOR LEVERAGE IN TRADE WAR

https://tradevistas.org/renewing-rare-earth-threats-china-digs-deep-leverage-trade-war/

Fasken: Critical Minerals Supply Crucial as World Changes

https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/fasken-critical-minerals-supply-crucial/

GROWING DEMAND, STRATEGIC IMPORTANCE, SCARCITY OF RARE EARTH ELEMENTS IS DRIVING SEARCH FOR NEW MITIGATION STRATEGIES

https://idstch.com/threats/strategic-importance-and-scarcity-of-rare-earth-elements-driving-search-for-alternatives/

Tangled: Why Global Supply Chains Are So Complex

https://www.forbes.com/sites/forbescommunicationscouncil/2020/06/08/tangled-why-global-supply-chains-are-so-complex/#36bf1c825bf5

Argus White Paper: Mixed prospects for China’s rare earths market amid Covid-19 (June 2020)

https://www.argusmedia.com/-/media/Files/white-papers/argus-white-paper-mixed-prospects-for-chinas-rare-earths-market-amid-covid-19.ashx backToResults=true&selectedMarket=Metals&mkt_tok=eyJpIjoiTnpOaE4yWXhOemM0TWpobSIsInQiOiJjcnA0eXhBUmdOd1h2UysrcVhnOGhTemhocHdoNDlQeGVWdUhBd0xmXC9yQnZIczFtdVlJekhcL29SWXF4RW42RmRCZWllUjUyY0xvM1BEU29YY3AzRlFSUjZ5SHh5Y1ZGblg5anJtRlFsbjhIcVVuTFF1Y3VnMWlVZHljN1FjRGlDIn0%3D

Economic Statecraft: Options for Reducing U.S. Overdependence on Chinese-supplied Materials and Medications

https://www.bakerinstitute.org/media/files/files/000f91f7/bi-report-042320-ces-statecraft.pdf?utm_source=miragenews&utm_medium=miragenews&utm_campaign=news

The tortuous path of China’s win-win strategy in Greenland

https://www.thearcticinstitute.org/tortuous-path-china-win-win-strategy-greenland/

Stormcrow - Rare Earths Update 2020: Things are not Great, but They Will Get Better (19-page report)

https://static1.squarespace.com/static/535e7e2de4b088f0b623c597/t/5e4162ff4b6b8940eedf177a/1581343504580/20200210-Stormcrow-REE+Report+2020+v3.pdf

Iran begins producing rare earth for first time

http://www.tehrantelegram.com/story-z24794196

Better international coordination needed for responsibly sourcing minerals used in green technology

https://www.nsenergybusiness.com/news/responsible-sourcing-minerals-green-technology/

The next mining boom? Rare earths and the rise of Australia's 'other' minerals

https://www.smh.com.au/business/the-economy/the-next-mining-boom-rare-earths-and-the-rise-of-australia-s-other-minerals-20191119-p53c48.html

Push to Mine Minerals for “National Security” Is Creating New Market for Coal

https://truthout.org/articles/push-to-mine-minerals-for-national-security-is-creating-new-market-for-coal/

THE RACE FOR RARE EARTHS

http://maximpactblog.com/race-rare-earth-minerals/

Despite Desperate U.S. Security Need, Federal/State Bureaucrats Prevent Oregon Mines From Extracting Precious/Rare Earth Metals..China Dominates as a Result!

Coals & Coal-associated Products Have the Highest Concentrations of Rare Earth Elements and Critical Minerals

https://www.howtofindthemoney.com/2019/11/coals-coal-associated-products-have-the-highest-concentrations-of-rare-earth-elements-and-critical-minerals.html

US takes long-term position on mineral supply

https://www.mining-journal.com/partners/partner-content/1375691/us-takes-long-term-position-on-mineral-supply

Everything You Know about Rare Earths Is Wrong

https://www.dailyreckoning.com.au/everything-you-know-about-rare-earths-is-wrong/2019/11/14/

Australia’s Rare Earth Supply Could be the Key to US National Security

https://www.dailyreckoning.com.au/australia-key-to-us-national-securityaustralias-rare-earth-supply-could-be-the-key-to-us-national-security/2019/11/15/

Countering China’s Grip on Rare Earth Commodities

http://www.futuredirections.org.au/publication/countering-chinas-grip-on-rare-earth-commodities/

A fractured world: how political divisions could impact mining investments

https://www.mining-technology.com/features/a-fractured-world-how-political-divisions-could-impact-mining-investments/

How volcanoes recycle the Earth’s crust to uncover rare metals that are vital to green technology

https://theconversation.com/how-volcanoes-recycle-the-earths-crust-to-uncover-rare-metals-that-are-vital-to-green-technology-125159

Rare earths: Is there a case for government intervention? (*Extensive RE sector review, past and present)

https://www.ussc.edu.au/analysis/rare-earths-is-there-a-case-for-government-intervention

Join the Science History Institute as we examine the rare earth elements and their impact on society.

https://www.sciencehistory.org/rare-earth-elements-project

GROWING DEMAND, STRATEGIC IMPORTANCE AND SCARCITY OF RARE EARTH ELEMENTS IS DRIVING SEARCH FOR NEW MITIGATION STRATEGIES

https://idstch.com/strategic-importance-and-scarcity-of-rare-earth-elements-driving-search-for-alternatives/

US-China Trade War – Implications for India

http://www.indiandefencereview.com/news/us-china-trade-war-implications-for-india/

An elemental issue

https://www.dvidshub.net/news/343857/elemental-issue

The Arctic Spring

https://www.foreignaffairs.com/articles/commons/2019-09-24/arctic-spring

Earth Mapping Resources Initiative (Earth MRI) Data Acquisition and Coordination

https://www.usgs.gov/energy-and-minerals/mineral-resources-program/science/earth-mapping-resources-initiative-earth-mri?qt-science_center_objects=0#qt-science_center_objects

Renewable Energy Will Only Be Possible With Massive Increases in the Supply of Critical Minerals

http://www.rasmussenreports.com/public_content/political_commentary/commentary_by_stephen_moore/renewable_energy_will_only_be_possible_with_massive_increases_in_the_supply_of_critical_minerals

Rare earth stocks on the ASX: The Ultimate Guide

https://smallcaps.com.au/rare-earth-stocks-asx-ultimate-guide/

Using Rare Metals in Solar Panels

https://www.azocleantech.com/article.aspx?ArticleID=932

Renewables and geopolitics: ‘There won’t be as much to fight over’

https://www.pv-magazine.com/2019/08/22/renewables-and-geopolitics-there-wont-be-as-much-to-fight-over/

REE - Rare Earth Elements and their Uses

https://geology.com/articles/rare-earth-elements/

RE and Transportation

http://www.rareearthtechalliance.com/Applications/Transportation.html

Extracting the truth about rare earths

https://www.intheblack.com/articles/2019/08/01/extracting-truth-about-rare-earths

China’s rare earths exact a heavy price

https://www.bakersfield.com/ap/national/china-s-rare-earths-exact-a-heavy-price/article_18a6692c-9059-5c83-86b7-be98b2da80a6.html

The demand for rare earth metals is growing. Soon we will have to search for them outside our planet

https://www.xiaomist.com/2019/07/the-demand-for-rare-earth-metals-is_26.html

RECYCLING RARE EARTH METALS

https://www.mathys-squire.com/news-and-insights/news-articles/recycling-rare-earth-metals/

China faces up to the pollution and radioactive waste problems of rare earths mining and processing

https://nuclear-news.net/2019/07/22/150359/

RENEWING RARE EARTH THREATS, CHINA DIGS DEEP FOR LEVERAGE IN TRADE WAR

How Geopolitics Could Collapse Rare Earth Element Supplies Part 2

https://blog.agchemigroup.eu/how-geopolitics-could-collapse-rare-earth-element-supplies-part-2/

Don’t Panic About Rare Earth Elements America’s Rare Earth Ultimatum: Rare Earths in High Demand

https://www.scientificamerican.com/article/dont-panic-about-rare-earth-elements/

American Military Companies Most Dependant on Chinese Rare Earth Supplies

https://traderscommunity.com/index.php/commodities/1274-american-militarycompanies-most-dependant-on-chinese-rare-earth

U.S.-China Impasse Threatens Rare Earth Trade

https://safehaven.com/commodities/industrial-metals/US-China-Impasse-Threatens-Rare-Earth-Trade.html

Congress Agrees On $2 Trillion Infrastructure Plan

https://safehaven.com/news/Breaking-News/Congress-Agrees-On-2-Trillion-Infrastructure-Plan.html

Responsible minerals sourcing for renewable energy (Institute for Sustainable Futures)

https://earthworks.org/cms/assets/uploads/2019/04/MCEC_UTS-Full-embargoed.pdf

A rare and toxic age

A journey into the complex and parallel mythologies of modern technology and rare earths.

https://increment.com/energy-environment/a-rare-and-toxic-age/

Rare: The High-Stakes Race to Satisfy Our Need for the Scarcest Metals on Earth by Keith Veronese

http://thoriumbaby.com/rare-the-high-stakes-race-to-satisfy-our-need-for-the-scarcest-metals-on-earth-by-keith-veronese/

*Extremely extensive outline and discussion with a wide definition of RE. Includes looking at RE in terms of chemistry, mining, processing, recycling, economics, geography and politics etc.

Electric Vehicles Are Reshaping The Mining Industry

https://safehaven.com/news/Breaking-News/Electric-Vehicles-Are-Reshaping-The-Mining-Industry.html

The Geopolitics of Rare Earth Elements

https://worldview.stratfor.com/article/geopolitics-rare-earth-elements

The future of deep seabed mining

https://chinadialogueocean.net/6682-the-future-of-deep-seabed-mining-will-be-decided-this-year/

Rare Earths: Shades of Grey – Can China Continue to Fuel our Global Clean and Smart Future

http://www.chinawaterrisk.org/wp-content/uploads/2016/07/CWR-Rare-Earths-Shades-Of-Grey-2016-ENG.pdf

The Hidden Environmental Toll of Mining the World’s Sand

https://e360.yale.edu/features/the-hidden-environmental-toll-of-mining-the-worlds-sand

The Coming Scramble for Africa

https://www.nationalreview.com/2018/12/africa-china-united-states-foreign-policy-economic-development/

A 2019 Resolution: Honesty in Energy Policy

https://townhall.com/columnists/pauldriessen/2018/12/22/a-2019-resolution-honesty-in-energy-policy-n2537943

Rare Earths Outlook 2019: EV Production to Drive Demand

Rare Earths Outlook 2019: EV Production to Drive Demand

On Decoupling US – China Tech, Industry Source: “Electronics industry is too reliant on Chinese manufacturing”

https://wccftech.com/exclusive-decoupling-us-china-tech-industry-too-reliant-on-chinese-manufacturing/

The Real China Threat

https://www.weeklystandard.com/tony-mecia/the-real-china-threat

This is the Dawning of the Age of … Niobium?

Forget the Age of Oil. The minerals powering our high-tech world are the next big thing in geopolitics.

https://slate.com/technology/2018/12/united-states-china-competition-strategy-critical-minerals.html

Race to the bottom? India plans deep dive for seabed minerals

https://www.reuters.com/article/us-oceans-rights-india/race-to-the-bottom-india-plans-deep-dive-for-seabed-minerals-idUSKBN1O403M

Pre-empting the next rare-earth crisis

https://www.windpowermonthly.com/article/1519221/pre-empting-next-rare-earth-crisis

Afghan minerals in the crosshairs of Blackwater's Erik Prince

https://www.trtworld.com/magazine/afghan-minerals-in-the-crosshairs-of-blackwater-s-erik-prince-21655

Why A Transition To Clean Energy Alone Is Not Enough For A Sustainable Future

https://cleantechnica.com/2018/11/12/why-a-transition-to-clean-energy-alone-is-not-enough-for-a-sustainable-future/

The cold military logic behind Trump's trade war: Andy Home

https://www.reuters.com/article/metals-tariffs-ahome/rpt-column-the-cold-military-logic-behind-trumps-trade-war-andy-home-idUSL8N1XC6HV

Rare earths in the cross-hairs of new high-tech arms race

https://www.investorideas.com/news/2018/main/10294RichardMills-HighTech.asp

NETL Rare Earth Recovery Projects Delivering Promising Results

https://www.adamasintel.com/netl-ree-recovery-projects/

Clean energy and rare earths: Why not to worry

https://thebulletin.org/2017/05/clean-energy-and-rare-earths-why-not-to-worry/

China's Ministry of Industry and Information Technology (MIIT) to enhance public supervision of Big 6

http://www.asianmetal.com/news/data/1448366/MIIT%20to%20enhance%20public%20supervision%20on%20rare%20earth%20groups'%20legal%20operation

TMR Advanced Rare-Earth Projects Index

http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-rare-earth-projects-index/

Hot Economic Warfare: Scrambling For Rare-Earth Minerals

Zero Hedge (Weblog)21:56

https://www.zerohedge.com/news/2018-10-05/hot-economic-warfare-scrambling-rare-earth-minerals

The Pacific interests of India and China http://southasiajournal.net/the-pacific-interests-of-india-and-china/

Elixsys Turns Coal Fly Ash from a Liability to an Asset https://www.prweb.com/releases/elixsys_turns_coal_fly_ash_from_a_liability_to_an_asset/prweb15793272.htm

Discarded waste could be a treasure trove of rare metals

https://phys.org/news/2018-10-discarded-treasure-trove-rare-metals.html

Dysprosium - This heavy rare earth mineral could be a dark horse as electric car production rises

https://stockhead.com.au/resources/this-heavy-rare-earth-mineral-could-be-a-dark-horse-as-electric-car-production-rises/

RARE EARTHS REPORT

http://resourceworld.com/index.php/rare-earths-report/

What are rare earth elements? Four questions answered

https://phys.org/news/2018-08-rare-earth-elements.html#nRlv

Tesla's electric motor shift to spur demand for rare earth neodymium

https://www.reuters.com/article/us-metals-autos-neodymium-analysis/teslas-electric-motor-shift-to-spur-demand-for-rare-earth-neodymium-idUSKCN1GO28I?utm_source=reddit.com

The 10th China Baotou Rare Earth Industry Forum 2018

http://www.reht.com/sitefiles/services/cms/page.aspx?s=1&n=11&c=15876

Rare Earths, China, Tariffs and the REMX

https://seekingalpha.com/article/4208009-rare-earth-metals-re

Company

China Controls Rare Earth Technologies and Materials Without Urgent Congressional Action China Will Soon Control Global Energy

http://threeconsulting.com/pdfs/ThREE-PDF.pdf

Mt Weld Central Lanthanide Deposit

https://onafhanklik.com/2020/01/09/mt-weld-central-lanthanide-deposit/

Alaska is rich in critical rare earths (includes Ucore)

https://www.miningnewsnorth.com/story/2019/06/01/critical-minerals-alaska/alaska-is-rich-in-critical-rare-earths/5750.html

Industry Note - Rare Earth Metals (Mkango Sponsor) May 2019

https://www.uploadlibrary.com/SPAngel_JohnMeyer/SP_Angel_Rare_Earths_May_2019.pdf

AIDEA looks into funding Ketchikan SMC (Ucore)

https://www.miningnewsnorth.com/story/2018/10/01/news/aidea-looks-into-funding-ketchikan-smc/5433.html

Lynas Corporation ships rare earth-oxides worldwide .

https://www.ajot.com/premium/ajot-lynas-corporation-ships-rare-earth-oxides-worldwide

Greenland Minerals has price valuation range of 18-43 cents set by Pitt Street Research .

http://www.proactiveinvestors.com.au/companies/news/205384/greenland-minerals-has-price-valuation-range-of-18-43-cents-set-by-pitt-street-research-205384.html

Ucore Rare Metals welcomes passing of rare earth resources bill. https://www.worldcoal.com/exploration-and-development/18092018/ucore-rare-metals-welcomes-passing-of-rare-earth-resources-bill/

THE PEAK RESOURCES NDPR WHITE PAPER ( NOTICE -click below, then on website click on 'continue' then on 'white paper' to have paper sent to you).

http://www.peakresources.com.au//?s=white+paper

Rare Earth Elements

Minbos Taps US$20B Rare Earths Market in Madagascar, on Heels of EV Revolution

https://www.nextminingboom.com/mnb-taps-us20b-rare-earths-market-madagascar-heels-ev-revolution/

Email - rareearthsinvestor@sbcglobal.net

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