Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tommaso who wrote (66480)	9/25/2010 10:27:43 AM
From: TobagoJack	Respond to of 217575

Watch your language :0) China is not restricting export of r.e. China is acting to protect the environment, and encouraging Washington to subsidize uneconomic resource exploitation so as to help the global economy and money go round n around.

To: Tommaso who wrote (66480)	9/25/2010 7:28:44 PM
From: energyplay	Read Replies (1) \| Respond to of 217575

Some perspective on REEs Numbers are estimates, and don't match up well. Total production at the mine is about 180,000 - 200,000 tons per year. Panamax dry bulk carriers run 60,000 to 80,000 tons, so the whole year's production could fit on three 3 ships. minerals.usgs.gov The total dollar value from the mines is about 1.2 to 1.6 Billion usd. There's huge value added in refining and separating. From the mine, ore prices run from 1 to a few dollars per kg. Weighted Average price for pure metal is about 11-25 usd / kg(mostly Cerium and Neodymium) Most of the prices on the internet tend to be for small quantities of lab grade metal, this would not represent the bulk of sales to a magnet maker. Long term high volume contracts will have different prices, also, refining appears to take a few months, so year to year price relations of ore and metal lose correlation.