THIS ORIGINAL POST WAS PUBLISHED MAY 14, 2011
Rare Earth – the Evolving Drama (Final Post)
In recent years quite a big number of publications touches the rare earth elements (REE) developments. Both mining gurus and newsmen exchange various ideas, make their valuations and projections. What is the drama per se? In my opinion – who will be the first to challenge the market after the well-known announcement from China? In no way I am pretending to be one of gurus or pundits, but I do hope that some of the resources that I list may help anyone interested to obtain information for whatever purposes it is required. So, this final post on the theme I am making in a sort of Q&A narration.
I. What are the sources of comprehensive information on REE?
1. Quite obviously, the latest being Technology minerals. The rare earths race is on! April 2011 by Ernst & Young. These are the issues that are examined:
2. Rare Earth Elements: The Global Supply Chain by the U.S. Congressional Research Service - Prepared for Members and Committees of Congress - analysis of US policy related to rare earth. Major highlights:
3. USGS publications.
3a. A list of all REE deposits (about 150 pages) was compiled in 2002 by USGS: REE Mines, Deposits and Occurrences
3b. Another fresh USGS publication:
The Principal Rare Earth Elements Deposits of the United States—A Summary of Domestic Deposits and a Global Perspective – it also has a comprehensive information on world deposits
II. Any latest information on investment in REE?
1. A rather comprehensive source of information on REE is this Website: REE-Investor . According to Alexa there is not much Internet traffic to the site over the last three months, although it has an updated new page and what I consider the most valuable – a collection of 36 various reviews by the REE Guru Jack Lifton . Indeed, if you want to have a comprehensive picture of this industry segment – just read these comments! Beside that: The list of rare earth companies ; Under Company reviews: Avalon Rare Metals, Rare Elements Resources. There is no information on who runs that site – but I have a suspicion that it is Mr. Jack Lifton himself?
3. Discussion on Seeking Alpha Why Investors Should Be Cautious of Rare Element Resources and comments
III. Is there any latest practical information for businessmen, starting REE venture?
1. The cited above E&Y study
Funding and other practical issues, including suggested business models are in detail described in
What sources of funding are available to develop a rare earths project? and in Appendix 3 — What models have been used in practice to develop a rare earth project
2. Reading The Principal Rare Earth Elements Deposits of the United States—A Summary of Domestic Deposits and a Global Perspective you may pay attention to the section Developing a Rare Earth Elements Mine, that besides other various useful information has this table:
This concludes my foray into REE; and I hope that this may bring some value to general information exchange in mining industry over the Internet.