Tag: earth

Going Beyond Rare Earths

Filed in BP, copper, Gold Market, o by on January 19, 2011 0 Comments

Back in April 2010, I published an article called “5 Rare Earth Stocks to Hedge Against Chinese Control.” In that piece, I wrote: Because 95% of the world’s rare earth elements are produced in China, it is becoming increasingly urgent for developers to find REEs in other parts of the world. This becomes more and more apparent every time I talk to high-performance battery manufacturers and companies that rely on rare earth magnets for things like wind turbines and energy efficient electric motors. Bottom line: China needs those REE supplies for its own consumption. And in the not-too-distant future, those supplies found outside the Middle Kingdom will be the only supplies we’ll be able to get our hands on. So here are a few companies that are operating in this sector, and are not based in China: Avalon Rare Metals, Inc. (TSX: AVL) – projects in Canada Great Western Minerals Group (TSX-V: GWG) – projects in Canada, South Africa, and the U.S. Rare Earth Metals (TSX- V:RA) – projects in Canada Commerce Resources Corp. (TSX- V:CCE) – projects in Canada And of course, there’s Molycorp, which has just recently filed to go public. This company is looking to develop operations in Mountain Pass, California, just about 15 miles from the Nevada border. Since that article, rare earth stocks soared. In fact, of the four listed in that …

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Why Do You Hate Money?

Filed in BP, GOld juniors, Gold Market, o by on December 29, 2010 0 Comments

Ever since I told you about rare earth, we’ve raked in 150% on our Greenland rare earth trade that’s going higher… $20 gains on Molycorp… 71% gains on Avalon… $4 gains on the rare earth ETF (REMX)… and 17% gains on Rare Earth Elements. And all are likely to head higher… because of China. Not only is China cutting its rare earth export quota by 35% for 2011 – after cutting its quota by 72% for the second half of this year. – they’re raising export taxes by 25% in 2011, which led the U.S. Departments of Energy to warn that unless the US diversifies its rare earth sources, manufacturers of clean energy products, for example, will run into major supply disruptions. All that’s doing is fueling anxiety… and sending rare earth stocks higher. This is one of the easiest ways to make money. Why miss out? Here’s more on our $1.50 Greenland play that’s just starting to run. Why Do You Hate Money? originally appeared in Wealth Daily . Wealth Daily is a free daily newsletter featuring contrarian investment insights and commentary.

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Getting Your Investment On Track With Gold Bullion Coins | Stock …

Filed in African Gold, EPS, Gold, o by on December 21, 2010 0 Comments

Gold bullion coins are attainable from the four corners of the earth but, for countless investors, the American Eagle gold bullion coin keeps a unique place in.

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China Screws the World… Again.

Filed in BP, GOld juniors, Gold Market, o by on December 16, 2010 0 Comments

As if this were really a surprise… China wants to keep more of its rare earths to itself… jacking up duties in the new year “in a move to limit shipments overseas of the exotic metals.” This just means we need new places to find rare earth and fast… It’s why stocks like Molycorp (MCP), Rare Earth Elements (REE), the Rare Earth ETF (REMX), and our $1.30 Greenland rare earth stock keep running. Here’s more on that $1.30 trade. We have no choice but to secure rare earths from elsewhere. For those of you not familiar with the problem… Mention rare earths these days, and you might be met with a confused expression by those frothing over how “the bubble” popped on short-lived Chinese quotas, and the bearish headline assaults that are more fiction than fact… The idea that supply outstrips demand is ridiculous, at best. China wants to build 330GW worth of wind generators. They’d need 59,000 tons of neodymium for a project of that scale. That’s more than the country’s entire annual output. Essentially, they’d be cleaning out supply, leaving nothing for the rest of the world. Without neodymium, the production of a whole host of technology — including medical devices like …

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NSIDC Shows Antarctic Spring/Summer Sea Ice Above Normal For Two Straight Years

Filed in gld, Gold, o by on December 13, 2010 0 Comments
NSIDC Shows Antarctic Spring/Summer Sea Ice Above Normal For Two Straight Years

Real Science Dec 13, 2010 Antarctic ice anomalies are located at lower latitudes than Arctic ice anomalies, so they have a larger effect on the Earth’s radiation budget – by reflecting sunlight back into space. Global sea ice anomalies cool the planet. http://nsidc.org/data/seaice_index/images/daily_images/S_timeseries.png Stock up for the Holidays with eFoods Direct and get FREE Shipping!

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Books to Rid the Soul of Socialism

Filed in BP, Debt, deflation, economy, Gold, inflation, lead, o, sov, ubs, US Dollar by on November 17, 2010 0 Comments

There are three books that take pride of place in my Austrian bookcase. These are Socialism by Ludwig von Mises; The History of Intellectual Thought by Murray N. Rothbard; and Democracy: The God That Failed by Hans-Hermann Hoppe. In my own mind these books glow when I look at them, up there on the shelf, and I even have one of them signed by one of the authors, while he was ensconced within the cloisters of Oxford University. You might be asking, where is Human Action ? Where is Man, Economy, and State ? And where is Money, Bank Credit, and Economic Cycles ? Well, these books are there too, further along the shelf. But the Big Three bob in an exalted gravitational bubble of their own, because they form the solar core of my own personal life-long cure from socialism, along with various lesser satellites which rotate around them, including 1984 , Atlas Shrugged , and An American in the Gulag . As a hard-core Stalinist by the age of nine, after having read Das Kapital in my local state library, by the time I had reached thirty I had mellowed slightly into a hard-core Marxist and a willing clandestine ex-Militant Tendency foot-soldier in the Machiavellian rise of the New Labour army in Britain, most of us following the camp magazine, Marxism Today , edited by Martin Jacques, the man who invented the term “Thatcherism”. I was so far entombed within this appalling Death-Eating dark side, that I’m convinced, looking back, I must have had snake’s eyes, a forked tail, and diabolical horns. Fortunately, I managed to cure myself from this orcish horror, mainly due to the fact, of course, that socialism is utter self-serving elite-generated nonsense and the most evil destructive bone-headed religion that mankind has ever invented . Amongst many other disastrous human-hating onslaughts it has engaged in, in its bid to keep people stupid , sick , and poor — and thus easier to rule over and exploit as tax cattle — socialism has slaughtered tens of millions of people, particularly in the twentieth century, which must truly be its envious bloody golden age. Alas, it took many years to cure myself from this virulent mental infection, involving a decade of self-realisation, self-study, and many tough self-directed questions, as well as several broken relationships, memorable bitter accusations of treachery, and the painful sloughing of mental habits burned into my mind through years of angry hatred and vicious envy. The three books which finally wiped the usually-immune virus of socialism clean from my mind were the exalted Big Three above, especially Socialism , by Ludwig von Mises, a book which always remains fresh and inspirational on every re-read, a sort of non-fictional equivalent of Lord of the Rings . But did room exist for a fourth book within my hallowed core? Was I genuinely…

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The Truth About Rare Earth Supply and Demand

Filed in Gold Market by on November 5, 2010 0 Comments

Mention rare earths these days, and you might be met with a confused expression by those frothing over how “the bubble” popped on short-lived Chinese quotas, and the bearish headline assaults that are more fiction than fact… The idea that supply outstrips demand is ridiculous, at best. China wants to build 330GW worth of wind generators. They’d need 59,000 tons of neodymium for a project of that scale. That’s more than the country’s entire annual output. Essentially, they’d be cleaning out supply, leaving nothing for the rest of the world. Without neodymium, the production of a whole host of technology — including medical devices like magnetic resonance imaging (MRI) machines — would be kaput for everybody else. ~~SIGNUP_WD~~ How can a fake bubble pop? How are we to believe a rare earth bubble exists? Wake up. What we have here is not a rare earth bubble. What we have here is a rare earth supply problem. One that cannot satisfy the demand of China, let alone the rest of the world… There are reports of China’s plans to set up a strategic reserve of 10 rare metals to stabilize supply and keep prices afloat, alluding to the Middle Kingdom’s growing supply concern. And they’re looking to eventually outlaw all rare earth exports in the next 10 years, according to the Ministry of Commerce. Plus, Chinese demand is on pace to consume some 60% of the world’s total rare earth supply, leaving 40% of the world’s rare earths to be shared by everyone else. Truth is, China is still showing a reluctance to export even a fraction of what the world really needs. So while they will still export the materials, industries will be faced with a bottleneck in supply. China has already shown her hand. And the rest of the world needs to divest itself of Chinese supply dependence— not because China is running out; but because the Chinese have a monopoly and have demonstrated they’ll…

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Weekend: Panic at the Pentagon

Filed in commodities, earnings, euro, Gold Market, mongolia, yuan by on October 30, 2010 0 Comments

Welcome to the Wealth Daily Weekend Edition— our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. So much for the New World Order… While the United States has been happy to move its military chess pieces all about the globe, the rest of the world has decided not to play. And why would they? After all, Pax Americana has meant that great power conflict has been taken off the table… Advertisement They Just Struck Oil… Recently, a tiny Mongolian oil driller I’ve been watching hit pay dirt. Once the news hit the mainstream, the stock jumped 42% in what seemed like minutes… And this is just the beginning of what could be a HUGE run. I’m talking about the possibility of an easy 10-bagger here. So I urge you to take a look at the full details today before you miss out on even more incredible gains. In its wake, we are left with something that doesn’t quite bend to the power of brute force. Instead, it’s a whole new ball game— one in which economics is more important than megatons. A war by other means So while we don’t have to worry about Russians pouring through the Fulda Gap anymore, today’s battle lines are being drawn with currency, trade, and economic strength. In this arena, an upstart newcomer— otherwise known as China — has been playing the game to win, if not dominate. From keeping a mercantilist lid on the yuan to trashing its own environment, China has managed to build a pipeline attracting a good portion of the world’s wealth to its shores. Meanwhile, the U.S. is left to play a game of catch-…

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China Flexes Rare Earth Muscles

Filed in economy, euro, Gold, Gold Market, Guidance by on October 13, 2010 0 Comments
China Flexes Rare Earth Muscles

The sentence below might become the most bullish words you’ll hear for the next five years… “Diao Yu Tai gui Chung Kak.” If you’ve never heard it, that’s because it’s the phonetic translation of a defiant Chinese boat captain. But trust me, it’s quickly becoming the rallying cry for all of China— similar to America’s “Remember the Alamo,” or “Never forget 9/11.” The phrase translates to The islands belong to China . And the islands referred to are the Diaoyutai Islands in the East China Sea. The islands themselves are of little significance. The Diaoyutai, for instance, are only 2.6 square miles in size. But just five weeks ago, this tiny island chain became the focus of a superpower dispute between China and Japan — ancient rivals that have laid claim to the land and to the oil and natural gas reserves that lay below the sea floor. Here is the approximate sequence of events… On September 7th, a Chinese fishing vessel collided with a Japanese Coast Guard ship in the waters off the disputed island chain. In a provocative move, Japan arrested the Chinese boat captain, as well as 14 other Chinese who were on the boat. This set off a chain reaction of diplomatic gunshots. China called the skipper’s arrest invalid and illegal, arguing that the islands have been part of China since ancient times. They demanded the immediate release of the captain. In response, a group of Japanese ruling party lawmakers said the Japanese government should consider stationing troops on the islands. Checkmate? Hardly. China was holding all the cards— four aces. You see, when Japan didn’t comply with the request, China…

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Weekend: A September to Remember

Weekend: A September to Remember

Welcome to the Wealth Daily Weekend Edition— our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. Thank goodness that’s over with… I was beginning to think that I’d never be able to wear my smiley face button again. According to the National Bureau of Economic Research, the longest recession since World War II officially ended in June 2009 or a full 16 months ago. That’s the good news. The bad news is that nobody really believes it. And why would they? Advertisement The Next GE Thanks to a push to revolutionize our power grid… A small group of hi-tech startups is about to take a major chunk out of a $297 billion/year market. In the coming years, these outfits will become the next GE, the next Google, and the next Microsoft. Get their names and ticker symbols now , before they take off. As this chart from Gluskin and Sheff’s David Rosenburg shows, it really is different this time… What is supposed to be up at this point is still down across the board. That’s because on a percentage basis, corporate earnings, shipments, housing starts, retail sales, home sales, industrial production, commercial construction, real GDP, orders, and non-farm payrolls are all usually up big by now. Instead, what is happening this go-round is actually…

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China’s Newest Economic Weapon: Rare Earth

Filed in Gold, GOld juniors, Gold Market by on September 27, 2010 0 Comments

Rare earth metals are making headlines again as China unleashes its newest economic weapon. Chinese, Japanese, and North American rare earth experts confirm China is preventing rare earth minerals from being loaded onto ships bound for Japan, according to the New York Times . Now is a good time to point out that Japan is one of the biggest importers of rare earths, accounting for some 17% of the market; China doles outs 95% of the world’s supply and uses 51% of it for itself. China, of course, is denying any such exportation lockdown… “People are mystified why the Chinese don’t acknowledge it,” the executive director of the Industrial Minerals Company of Australia, a rare earth consulting company, told the Times. If the reports are true and China continues to hinder the rare earth metals market for long enough, Japan will have a hell of a time making hybrid vehicles, solar panels, and other high-tech gadgets… Toyota has started to warn auto suppliers of a possible halt in rare earth shipments; the automaker is already seeing shipments being stopped. And it’s no wonder the car market is scrounging for sources outside China. Automakers need rare earths to make electric motors for the Prius, among other models and parts… But it won’t be easy for Toyota to find another supply of these essential materials. Most of the world’s rare earth processing facilities are in China. China is denying the reports China can deny the reports of controlling rare earth exportation all it wants, but Wall Street isn’t buying it. That’s why investors are bidding up rare earth suppliers like Molycorp, Lynas, and our 70-cent stock just waiting for greater valuation. And to be honest, it doesn’t matter at this point if the Chinese government backs off and allows resumption of rare earth exports to Japan. The damage is done. China has already made the point that the country has considerable economic leverage over…

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Jupiter closest this week, not again until 2022

Filed in gld, Gold by on September 19, 2010 0 Comments
Jupiter closest this week, not again until 2022

Been outside at midnight lately? There’s something you really need to see. Jupiter is approaching Earth for the closest encounter between the two planets in more than a decade–and it is dazzling. The night of closest approach is Sept. 20-21st. … Continue reading →

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