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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Snowshoe who wrote (53721)	8/18/2009 5:52:22 PM
From: TobagoJack	Respond to of 217688

it has something to do with environmental protection, per adopted homeland empire usa frame of reference :0) besides, the head lines should have read, "China moves on rare earths rationalizes global supplies" and "Ucore Uranium (UCU) climbs on China rare earths news that rationalizes global supplies and enforces planetwide environmental discipline as users pay the correct price that allows friendly eco-mining process to fearlessly take hold ..."

To: Snowshoe who wrote (53721)	8/20/2009 2:26:37 AM
From: energyplay	Read Replies (2) \| Respond to of 217688

Unlike platinum and some other metals, rare earths are not really rare. They are not well concentrated (usually) but most of the time people have not looked for rare earths. They had almost no value until well after WWII. Biggest use before WWII - flints for cigarette lighters. Figure about 6 flints per year at 2 cents each times 150 million lighters world wide - wow, that's 3 million a year(retail). Tell the copper barons to watch out ! en.wikipedia.org We can expect many of the old mines to be re started, and a sort of "library exploration" of the many pegmatites that get noted in geology reports, sampled once, then ignored. Exploration for rare earth bearing clays (along with lithium bearing clays) will expand, made much easier with XRF detection instead of complex chemical analysis. Bottom line, too much tightness by China pushing the price could attract much more activity, resulting in an end to the monopoly pricing. There is a huge barrier to starting a new REE mine - will China push prices high enough to make new mines feasible ?