LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5151)

[VirtualNormann]

Antwort auf Beitrag Nr.: 38.985.600 von VirtualNormann am 22.02.10 14:49:37

Mein Post bezog sich auf " DIE_GERECHTIGKEIT"

[VirtualNormann]

Ich verstehe deine Aufregung gerade nicht Die Fabrik baut sich doch nicht umsonst und von alleine. Was die Fertigstellung des Projektes in etwa kostet, ist doch nun schon lange bekannt und das Geld dafür ist durch die letze KE ja nun vorhanden. Ein "Award" ist in diesem Fall ja kein Preis oder eine Auszeichnung, sondern die Vergabe eines Auftrages.

[JoJo49]

Dazu ein paar Postings und Infos aus dem ausralischem HC-Forum zu Lynas: http://www.hotcopper.com.au/search_do.asp

A new announcement has been released for LYC
Summary: UGL: Malaysian Rare Earths EPCM contract for UGL
Announcement number: 583470
This announcement is related to UGL
Release time: 22/02/2010 8:45:00 AM
Price sensitive: Yes

To view this announcement please http://www.hotcopper.com.au/asx_announcements.asp?id=149428
For more announcements from LYC http://www.hotcopper.com.au/asx_announcements.asp?sym=LYC
For more announcements for UGL http://www.hotcopper.com.au/asx_announcements.asp?sym=UGL

The full text of each announcement is available 20 minutes after release time. You can choose to see announcement posts live or when the full text is available by changing your user preferences in the My Account section. You can also filter based on price sensitivity.
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This is a project that is funded and is being well put together, the product has great potential from a limited set of players. You have done well with your money IMO, but this all takes some time, a few months from the funding is a short time. We have seen and continue to see some large blocks selling down, a reason exists for this but with the placement not long ago we have no idea what deals may have been done to shore up the successful placement, perhaps some do exit but I am not concerned. This will abate and some pent up pressure will come into it on the buy side, I prefer not to try to time it.

Yes I know SB, the world is about to vaporise etc, but please spare me a re-run of your posts, happy to hear something new good or bad.

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Hi Cengizuykun,
The sell-off is difficult to comprehend. Wish I had been on-line at market close to pick up a few more. REE prices are only just beginning to rise and Lynas is placed to benefit just at the time when the world outside of China will be experiencing the greatest shortage. When the market realizes this fact LYC will return to a fair price. What really blows me away is that the sp was over 90c when we were going to be diluted at 36c/share by CNMC, but now that the CR diluted at 45c/share the price has plummetted! How can you work that one out?

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LYC could not have chosen a better engineering outfit to construct and jointly manage their Malaysian operation than UGL.

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Dear Phil9,

See my post on a Key Question for Lynas.

IMO, few people understand how to price REEs. This is not like "dig it out of the ground and flog it off"

The true value of REEs is in "processed REEs" and lies in what value end-users place on such things as wind turbines or solar cells for which refined REEs are necessary.

To make things simple, if it costs $1 per unit to mine REEs and another $2 to process, refine, separate and concentrate, that is a $3 cost per unit of refined REE.

However, if a wind turbine customer (like US, Europe, China) values a wind turbine at $100 per unit of refined REE, there is plenty of room to negotiate between $3 and $100!

That is the way Lynas should be thinking. If not, the Directors should be removed.

I am about to re-enter Lynas



...dem kann ich mich nur anschließen

Grüsse JoJo


PS:
Ein Bericht der u.a. über die Ressoucen von Lithium im Zusammenhang mit "Seltene Erden" informiert.

A U S G A B E 0 4 / 2 0 1 0 · W W W . R O H S T O F F - S P I E G E L . D E

ab Seite 2: ExpertenGespräch “Lithium vor dem Boom?” - Interview mit Jack Lifton

ab Seite 5: RohstoffAktien “Lithium-Projekte in exzellenten Regionen” - Interview mit Lomiko Metals Inc.
http://www.rohstoff-spiegel.de/count.php?url=rs_2010-04.pdf

[DIE_GERECHTIGKEIT]

Moin!

Was sind denn das für Nachrichten? 30 Millionen AUD male eben für einen "award" (den sie natürlich brauchen)

Jetzt kann man sagen: "hey, was sind schon 30 Millionen?"

Bei 1,7 Milliarden shares sind das ja nur 0,0176 AUD.
Und genau das ist und bleibt das Problem bei Lynas.

Ich glaube, die machen die 2 Milliarden shares noch voll in diesem Jahr. Der Ertrag für die Aktionäre dürfte in jedem Fall sehr mager sein.

Gruß
Julia

[JoJo49]

Einen kleinen aktuellen Überblick
zu Lynas Corp. Ltd.
http://www.deraktionaer.de/xist4c/web/Was-die-Profis-jetzt-k…



http://www.rohstoff-welt.de/news/rohstoff.php?com_id=25
Seltene Erden-Aktien
http://www.rohstoff-welt.de/aktien/rohstoff.php?klid=19


http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode…


http://stocknessmonster.com/stock-trades?S=LYC&E=ASX


http://www.lynascorp.com/

What Are Rare Earths?
http://www.lynascorp.com/applicationList.asp?category_id=1&p…

What are their prices?
http://www.lynascorp.com/page.asp?category_id=1&page_id=25

About Lynas
http://www.lynascorp.com/category.asp?category_id=2

Current Status
http://www.lynascorp.com/page.asp?category_id=2&page_id=39


Mt Weld

Mt Weld Rare Earths Oxide (REO) deposit known as the ‘Central Lanthanide Deposit’ (CLD) is without a doubt the world’s richest Rare Earths ore body, easily capable of supplying up to 20% of the global market for 30 years.

In addition to the world class Rare Earths Oxide (REO) deposit, the Mt Weld carbonatite is also host to extensive polymetallic Resource within the 'Crown Deposit' including niobium, tantalum, zirconium, titanium, and Rare Earths.

Dr Phillip Hellman of Hellman & Schofield Pty Ltd, Sydney, completed a JORC-compliant multi-metal geostatistical resource estimation study which resulted in Indicated and Inferred Resources totally 37.7 million tonnes. The ore composition is presented in the table below. The majority of the ore lies between 30m and 60m in depth, suitable for open pit mining.

The scoping study completed in 2005 envisages an open-cut mine and a process route based on existing technology to produce a suite of metal compounds and products. The strong economic and technical results of the scoping study were encouraging.

Ore samples for mineralogical assessment and metallurgical testing were prepared this year. An external research institute has been engaged to work on the mineralogical assessment and preliminary process development of the polymetallic ore, thereby allowing this project to move forward whilst Lynas personnel remain dedicated to the development of the Rare Earths project.

The next step for the Crown Polymetallic deposit is commencement of process test work based on the mineralogy and preliminary process development.

Niobium

The Mt Weld Resource is potentially the world’s second largest Nb2O5 resource (ranked by contained niobium metal) compared to the resources of existing commercial operations which include:

•CBMM’s Araxa deposit in Brazil, with 460 million tonnes grading 2.5% Nb2O5 supplies over 80% of the world niobium market,
•Mineracao Catalao de Goias Ltd’s (Anglo American plc) deposit in Brazil totalling approximately 18 million tonnes at an average of 1.34% Nb2O5, and
•Niobec Inc’s Canadian underground deposit of 24 million tonnes at 0.65% Nb2O5
Titanium

Titanium metal and Ti-ferroalloy products are used in the aerospace industry, for specialised process equipment in power engineering,chemical processing and in sporting equipment, notably gold clubs.

Rare Earths and Scandium

The Mt Weld Rare Metals deposits also contain significant grades of Rare Earths strongly enriched with the valuable heavy lanthanides, which could ultimately contribute considerable value. Also present is scandium which is used in high strength aluminium alloys.

http://www.lynascorp.com/page.asp?category_id=2&page_id=3

Quarterly Report

Lynas Quarterly Report for the period ending
31 December 2009 was released to the ASX
on 29 January 2010.
http://www.lynascorp.com/content/upload/files/Reports/Q4_200…


http://www.lynascorp.com/page.asp?category_id=9&page_id=12
Presentations
Depending on your connection speed, these PDF's may take some minutes to download.
YEAR - 2010 Investor Presentation
Presented by Nicholas Curtis / Executive Chairman
January 2010
http://www.lynascorp.com/content/upload/files/Presentations/…


Grüsse JoJo

[JoJo49]

Rohstoff-Woche - Kalenderwoche 08/2010


Gold doppelt belastet – Uran in 65 Jahren aufgebraucht!?

Gold musste in dieser Woche gleich zwei eher ungünstige Nachrichten verarbeiten. Zum Einen die Anhebung des Diskontsatzes von 0,5 % auf 0,75 % durch die FED und zum Anderen die Ankündigung des IWF, weitere 190 Tonnen Gold aus Eigenbeständen Zug um Zug auf den freien Goldmarkt werfen zu wollen. Die Anhebung des Diskontsatzes in den USA hat zur Folge, dass der USD weiter anzieht. Negativ auf die Ratio USD/Euro wirkt sich zusätzlich die Griechenland-Frage aus. Da der Dollar sehr stark negativ mit Gold korreliert, geht die Spekulationsspirale ihren altbekannten Weg: USD rauf, Gold runter. Zusätzlich belastet der Internationale Währungsfonds den Goldmarkt mit 190 von ursprünglich 400 Tonnen, die er nun Stück für Stück auf dem freien Markt loswerden will. Meine Meinung dazu: Goldbrief.de oder die kleinen Zahngoldaufkäufer an jeder zweiten deutschen Straßenecke würden sich über ein paar eingeschickte Kilo Gold bestimmt freuen.

Spaß beiseite, wie siehts denn eigentlich charttechnisch aus beim gelben Metall? Zwei Marken stehen da aktuell im Vordergrund. Einerseits die Marke von 1.125 USD je Unze. Diese wurde schon mehrmals angetestet, übersprungen wurde sie aber letztens nicht mehr. Dies wäre aber für einen weiteren postitven Trend wichtig. Andererseits haben wir noch die Marke um 1.070 USD, die im Moment als Unterstützung dient. Sollte sie in den nächsten Tagen signifikant nach unten durchbrochen werden, so sollte dies erstmal wieder nach unten deuten. Ich persönlich halte es in diesem Falle ein bisschen wie Altmeister Kostolanyi. Der prägte immer den Ausspruch “Chartlesen ist eine Wissenschaft, die vergebens sucht, was Wissen schafft”. Oder anders gesagt: „wisse, was dich voran bringt, oder hemmt“.

Am vergangenen Dienstag verkündete US-Präsident Obama genau das, was wir schon seit einigen Wochen vermutet hatten. Er bewilligte aus dem 54 Mrd. USD – Bürgschaftsprogramm für die Uran-Industrie 8,3 Mrd. USD für den Bau von zwei neuen Reaktoren. Diese Bürgschaft soll Southern Company erhalten, die in Burke County in Georgia ihre dortige Kernkraftanlage um zwei weitere Reaktoren erweitern will. In seiner Rede vor Arbeitern der International Brotherhood of Electrical Workers in Lanham, Maryland fügte Obama hinzu, dass mit dieser Bürgschaft vor allem die Erhaltung und Neuschaffung von Arbeitsplätzen und der Ausbau klimafreundlicher Energien umgesetzt werden sollen. Die beiden neuen Reaktoren in Georgia werden die ersten neu gebauten Reaktoren in den USA seit 1979 sein.

Kohle kommt wieder in Fahrt. Und China sowie Indien sind die großen Nachfragenationen. 30% allen weltweit verzeichneten Imports von Kohle machen allein diese beiden Länder aus. Damit sorgten Sie in 2009 um einen Nachfrageansteig um 140% innerhalb des pazifischen Marktes für thermische Kohle. Andere Länder wie Hong Kong, Taiwan, Südkorea, Malaysia, Thailand und die Phillipinen verzeichenten in 2009 Importzuwächse bei Kohle von 7 bis 13% im Vergleich zu 2008. Auf der anderen Seite stehen die Hauptexporteure des pazifischen Raums, Australien und Indonesien. Die drosseln ihre Förderung jedoch weiter, um für die ohnenhin noch vorhandene Menge an geförderter Kohle die Liegegebühren in den wichtigsten Hafenumschlagsplätzen so gering wie möglich zu halten. In wieweit sich dieses – auf den ersten Blick – Mißverhältnis aufrecht erhalten lassen wird, muss die weitere Entwicklung der hohen Importe na ch China und Indien zeigen. Kohle ist aber aktuell nicht wirklich knapp und wird es in absehbarer Zeit auch nicht werden. Sowohl Australien als auch Indonesien sind in der Lage, akute Nachfragesprünge relativ kurzfristig mittels Produktionssteigerungen auszugleichen.

Ist der aktuelle Lithium-Boom oder nennen wir es lieber der aktuelle Hype um Lithium-Firmen eigentlich gerechtfertigt? Wenn es nach dem Lithium- und Rare Earth-Experten Jack Lifton geht, eher nicht. Lifton, einer der angesehensten und erfahrensten Lithium-Experten Nordamerikas rechnet damit, dass allein die 6 größten Lithium-Produzenten der Welt bis ins Jahr 2020 ihre Produktion vervierfachen könnten, sofern sie benötigte Bürgschaften für die jeweiligen Produktionserweiterungen erhalten würden. Sollte dies geschehen, so könnte man im Jahre 2020 jährlich 20 Millionen Elektro-Autos mit durchschnittlichen 20 KWh Batterien ausstatten.

Laut Lifton liegen in der heutigen Zeit die zu erwartenden Rohstoff-Probleme ganz woanders. Das Problem sei die fehlende Möglichkeit bei vielen Rohstoffen, die schwankende Nachfrage anzupassen beziehungsweise auszugleichen. Es wäre durchaus möglich die Lithium-Förderung innerhalb von 10 Jahren zu vervierfachen. Gleichzeitig sei es aber ein Ding der Unmöglichkeit beispielsweise die Kupferproduktion innerhalb von 10 Jahren lediglich zu verdoppeln. Laut Lifton liegt es also durchaus im Bereich des Möglichen, dass man 2020 genügend Lithium für die benötigten Batterien produzieren könne, aber keine Möglichkeit habe, diese mittels Kupferleitungen in den Fahrzeugen zu vernetzen.

Ähnlich könnte die Situation auch bei Uran sein. Diese Auffassung vertritt zumindest David MacKay, seines Zeichens Professor an der Fakultät für Physik der University of Cambridge. In seinem 2009 erschienen Buch „Sustainable Energy - without the hot air“ vertritt er die These, dass die uns bekannten Uran-Vorkommen nur noch für ganze 65 Jahre ausreichen werden . Und das nach aktuellem Stand, also ohne die immense Anzahl an neu gebauten, geplanten oder vermutlich entstehenden Kernreaktoren, die bis zum Jahr 2030 aus dem Boden gestampft werden sollen, mit einzubeziehen. Während wir uns also Gedanken darüber machen, ob man neue Reaktoren bauen soll oder nicht beziehungsweise, wie wir als Anleger am besten von einem zu erwartenden Nachfrageschub bei Uran profitieren können, sollte man sich lieber Gedanken darüber machen, woher der Brennstoff zum Betrieb der Kraftwerke hergenommen werden soll.

Meine bescheidene Meinung ist, dass gerade beide Sachen zusammen, also einerseits die These vom Uran-Finish in 65 Jahren und andererseits die zu erwartende Nachfrageexplosion wegen mehr und mehr neuer Reaktoren, die Uran benötigen, uns zusätzlich dazu animieren sollten uns Gedanken darüber zu machen, wie wir als Anleger am Besten von dieser Situation profitieren können.

Das Zitat der Woche:

"Ein alter Börsianer kann alles verlieren, nur nicht seine Erfahrung.“ - André (Bertholomew) Kostolany (* 9. Februar 1906 in Budapest; † 14. September 1999 in Paris) war ein als Börsen- und Finanzexperte und als Spekulant auftretender Journalist, Schriftsteller und Entertainer ungarischer Herkunft.

In diesem Sinne eine erfolgreiche Rohstoff-Woche!

Die nächste Ausgabe der Rohstoff-Woche erhalten Abonnenten spätestens am Samstag, dem 27. Februar 2010.


© Tim Roedel (Die Rohstoff-Woche)
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@ ein schönes WE

Grüsse JoJo

[Titiman]

Antwort auf Beitrag Nr.: 38.976.559 von Pirat am 19.02.10 18:45:28

Na das ist mal eine gute Nachricht wenn die Preise anziehen..

[Pirat]

Antwort auf Beitrag Nr.: 38.976.364 von Titiman am 19.02.10 18:18:49

JA

[Titiman]

Hat jemand für heute ein paar gute Nachrichten

[JoJo49]

Da machen die Amerikaner zwar Werbung in eigener Sache aber ihre Beschreibungen und Schlussfolgerungen sind m.e. mehr als interessant.

Grüsse JoJo

http://www.proactiveinvestors.com.au/companies/news/4241/the…
Thursday, January 14, 2010

The battle over rare earth metals
by Metals Place

Rare earth metals are most simply defined as those chemical elements that have atomic numbers between 57 to 71. These include lanthanum, from which rare earth metals get their collective chemical name of lanthanides, to lutetium.

For reasons of chemical similarity, two additional metals, scandium and yttrium, are commonly found in rare earth metal deposits, and so are frequently referred to as rare earth metals, resulting in a total number of 17 rare earth elements – all of which are metals.

These 15 consecutive lanthanide elements have, uniquely among all the elements in the periodic table, chemical properties so similar that they are difficult and expensive to separate from one another.

However, once these metals have been separated from one another, the individual physical properties of these materials put them in today's top tier of the rarest and in many cases the most critical of metals for technological application. These metals are used to manufacture environmentally friendly products such as electric cars and in alternative power generating technologies such as wind turbines.

By way of example, according to a December New York Times article two elements, "dysprosium and terbium, are in especially short supply, mainly because they have emerged as the miracle ingredients of green energy products. Tiny quantities of dysprosium can make magnets in electric motors lighter by 90 percent, while terbium can help cut the electricity usage of lights by 80 percent. Dysprosium prices have climbed nearly sevenfold since 2003, to $53 a pound. Terbium prices quadrupled from 2003 to 2008, peaking at $407 a pound, before slumping in the global economic crisis to $205 a pound."
Table: Rare Earth Elements Periodic Chart

In discussing 'rare earth elements' the term rare can be thought of in two different ways. First, rare can be defined by how much of a particular metal is actually produced and made available to end-users who require its use. Second, rare can be thought of in terms of its uncommonness or scarcity.

When speaking of 'rare earths' in current, manufacturing terms it is the production of these metals (high or low) and their availability (large or small) that can be used to establish which of them are rare and which are not. In short, ramping up production of some of these rare metals is one way of diminishing their value by increasing their availability on world markets and most importantly their availability to manufacturers which require their use.

China's Monopoly Over Rare Earth Elements

All is not well in the world of rare earths. The main accessible concentrations of the rare earths are found in China, where more than 95% of rare earths are now produced. Over the last seven years, China has reduced the amount of rare earths available for export by some 40%.

Earlier in 2009, concern over rare earths and their availability caught fire with the US Congress when it ordered the US Government Accountability Office to undertake a comprehensive review of US dependence on rare earths for military applications (night vision goggles, range finders, precision guided munitions and cruise missiles to use but a few examples).

The American public's attention, apparently unaware of their use in national defense and in the production of "green" technologies, was heightened by this development. Then in December 2009 the PBS broadcast a series of interviews by a British journalist in Inner Mongolia. The topic of the interview was "Are Rare Earth Minerals Too Costly for the Environment?"

The theme of the story was that the levels of pollution in the Bayanobo region of China where most of its and the world's production of the rare earth metals takes place, are now so high that industry must be reformed if new mineral production is to continue.

Even existing mineral production may be in danger. The necessity for industry restructuring seems to be the case. It is obvious that in order to clean up the damage from decades of mining and refining operations, China's rare earth industry must slow or even stop temporarily its activities.

This must be carried out in order to assess the environmental impact of past mining operations and then to plan strategies for mitigating future environmental damage. Such steps would allow China to resume and perhaps ultimately to enlarge its production of the rare earth elements.

The PBS program also took note of the fact that Chinese officials are openly concerned that the elements mined in the Bayanobo region are so valuable and important to China's technological future that they must be conserved for future Chinese use. Rare earth production is or may soon be too low to keep up with growing demand.

Six months ago, a story was circulated concerning China's State Council which is the arm of the government that sets the agenda for China's command economy. The story, supported by a white paper from the Chinese Ministry of Industry and Information Technology (MIIT), suggested that the export of the rarest of the rare earths, the higher atomic numbered (or heavy ones) be immediately terminated and that the export of the rare earths should be reduced in the next five-year plan (2010-15).

The story could have been floated as a trial balloon to measure world reaction to a curtailing of the rare earths' supply. Another possibility is that the story was released to the Western press because the Chinese government had become aware of the importance of rare earths to China's technological and green future and that this importance is sufficient enough to curtail the export of rare earths at current levels.

This is particularly important since rare earth production may soon have to be reduced while environmental problems are remedied.

For the rest of the world, the problem is that the rare earths which the Chinese deem so important to their technological and green future are already critical for maintaining the West's technological and green present, let alone a future of green growth and sustainable production.

For example, China has announced that over the life of the next two five-year plans, 2010-2020, it will construct some 133 gigawatts of wind turbine generated electricity. This is likely to dramatically impact the supply of the rare earth metal neodymium. (it could take up to half a ton of neodymium to make a permanent magnet for a very large wind turbine)

If China chooses to go with the wind turbine generator design that uses a rare earth permanent magnet based on neodymium, praseodymium, dysprosium, and terbium, (the last two of which are among the rarest of the rare earth metals) then this will require that China increase its current production levels in order to meet additional demand. The alternative is that China substantially reduce its exports of the required metals under the terms of present production levels. Modern, smaller, high performance and high efficiency electric motors and generators are also increasingly dependent on the unique properties of these metals.

The interruption of the supply of these metals to non-Chinese manufacturers and end users would upset both the civilian and military markets in the West. A shortage would surely mean that, first of all, the West would have to choose between "guns and butter."

Secondly, it would mean that technological advancements would stagnate or stop altogether in alternative energy production and uses where these metals are critical.

This is a direct challenge to the West's march toward a greener future.

In 2002 the United States' most important rare earth mine, operated by Molycorp in Mountain Pass, California was shut down. This was due, at least in part, to Chinese predatory pricing. Rare earths from China's Bayanobo region were shipped to California and sold for less than the cost of producing the same rare earths at Mountain Pass, even with a 5% duty assessed against the imports.

It was unknown then, as it is now, whether Chinese mining companies were "dumping" their product, i.e., selling it for less than the cost of production.

Certainly today it is obvious that if China had capitalized its environmental liabilities and the true costs of its mining operations in their own country, production costs may not have been competitive with Molycorp's production costs.

However, lowball pricing had its effect. Molycorp ceased mining its immense, high grade California deposits of the light rare earths (with lower atomic numbers), and South African mining operations also abandoned their supply space to the Chinese.

This happened even though the resources and reserves available and accessible to modern clean mining operations outside China were (and still are) loaded with immense verifiable quantities of high grade ores.

Mountain Pass was, as early as 1984, the largest rare earth mine in the world; it produced then fully one-third of all of the global supply of rare earths and 100% of the US demand for them. Mountain Pass has proven reserves of more than 30,000,000 tons of ore when measured using a lower cut-off grade of 7.6%.

Much of the ore is at 9.5%, which means that at today's American demand of 20,000 metric tons a year, Mountain Pass could provide "light" rare earths, lanthanum through samarium, in sufficient quantities to supply current demand for 150 years. If this mine were operating and its output were merged with other known US deposits containing "heavy rare earths," such as dysprosium, terbium, and europium, in commercial quantities, then America would be self-sufficient in rare earths.

It is important to note rare earth supply security may now be on an even keel with rapid return on investment as a driver for developing American domestic rare earth resources. Market forces are the preferred avenue to bringing US production of rare earth resources back online, but the issue is so vital to the US manufacturing sector and to US national security interests that Congress should address the it a priority.

Indeed these observations catalyzed the proposed the Rare Earths Supply-Chain Technology and Resources Transformation Act of 2009 (RESTART Act) referenced earlier.

China's gradual reduction of its export of raw ores and ore concentrates has forced the rare earth refining, separating, metal and alloy production industries to move to China. Therefore investment in China and the employment of Chinese laborers and engineers is the surest way for a foreign company to assure a supply allocation of rare earths for its own end-use.

The West has now been essentially denuded or contrarily has denuded itself of almost all its rare earth mine-to-market supply and value chains. Only some of the final assembly of permanent magnet using devices such as DC electric motors and electric generators for civilian use remain anywhere outside of China today.

The US military and the allies it equips require that the final manufacture and assembly of all munitions or guidance devices and components be within the US or in an allied country such as the UK. Even so, rare earth metals – from which military components such as permanent magnet electric motors and generators, lasers, and infrared and sonar sensors are constructed all or in part – are exclusively imported from China and then alloyed and fabricated in the US or in another allied military contractor's country.

This is an incredible and truly inconvenient truth. It should also be noted that Canada also has large and high grade deposits under development.

It is important to realize that the situation regarding the supply security of rare earth supply elements has been fundamentally driven by China's growing domestic demand. Western industry, both civilian and military, could be cut off with little or no notice from these elements at a time when there is no alternative supplier of these elements from someplace other than China.

Western free-market mining, banking and institutional investors have to use this current reality to reassess factors such as the availability of strategic or critical rare metals, and the valuation of the entire supply chain to political and economic advantage. US policy makers should consider all options, including government incentives if necessary, to return US supply back to the point that it can satisfy at least US national defence requirements.

The US Department of Interior must now, through the Bureau of Land Management (which supervises mining claims) and its subsidiary the US Geological Survey, (which monitors the market and end use of natural resources) step forward.

It needs to identify and measure US domestic reserves of rare metals which are strategic and critical for America's industrial and military needs. These steps should be administratively codified by the Departments of Defense and Commerce and be used to catalyze the sourcing of these resources in the most beneficial way for the US economy.

To be clear, the security of the US supply chain for rare earths, and their availability, must be the focus of whatever actions are undertaken.

Also equal to supply concerns regarding rare earths is the fact that even if tomorrow the US would restart the mining of heavy rare earths it lacks the capacity to refine these elements. Thus, should the United States begin to mine its heavy rare earth oxides, it would still be dependent on overseas refineries for further elemental and alloy processing.

Transportation alternatives such as electric cars, electricity generating technologies such as wind turbines, communications' technologies, such as iPhones, and even medical equipment such as X-ray machines and MRI machines all require rare earths for their manufacture.

Getting onto the green road is not the same as staying on it.
http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


REO-Produzenten, Nachrichten, Berichte und Informationen:
http://finance.yahoo.com/q?s=600111.SS

http://www.businessweek.com/news/2010-02-11/inner-mongolia-b…
http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…

http://www.ft.com/cms/s/0/e525a99e-173c-11df-94f6-00144feab4…
http://www.ft.com/cms/s/0/e525a99e-173c-11df-94f6-00144feab4…

Grüsse JoJo