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Ist IHMO auch im Hinblick auf das zweite Großprojekt, die Crown Polymetallic Ressourcevon auf dem Mt Weld Feld von Lynas, ganz interessant diese Seite zu verfolgen:
http://www.metal-pages.com/events/event/47/
http://www.lynascorp.com/page.asp?category_id=2&page_id=5
Grüsse JoJo
http://www.metal-pages.com/events/event/47/
http://www.lynascorp.com/page.asp?category_id=2&page_id=5
Grüsse JoJo
Antwort auf Beitrag Nr.: 40.217.850 von Optimist_ am 27.09.10 17:45:21Bleibt weiterhin weltweit das Thema, vor allen in Japan und den USA die jetzt auch klagen wollen.
Grüsse JoJo
http://www.mineweb.com/mineweb/view/mineweb/en/page72068?oid…
Yesterday's Top Story: U.S. House may vote on Rare Earths Act this week
China's rumored threat to ban rare earth minerals exports to Japan last week may spur the U.S. House to vote on a domestic REE program this week.
Author: Dorothy Kosich
Posted: Monday , 27 Sep 2010
RENO, NV -
Last week's threat of China banning exports of rare earth minerals needed for manufacturing to Japan may help spur approval of the Rare Earths and Critical Materials Revitalization Act in U.S. House this week.
China and Japan have been embroiled in a dispute since September 7 when Japan arrested the capital of a Chinese fishing trawler after his ship collided with Japanese coast guard vessels near a chain of disputed islands in the East China Sea. The Diaoyu Islands are considered sacred Chinese territories.
China has already begun to restrict its exports of rare earth minerals to all countries in July. As former Chinese President Deng Xiaoping said in 1992, "The Middle East has oil, China has rare earth."
Japan imports 50% of China's rare earth elements, considered crucial for manufacturing superconductors, computers, hybrid electric cars and other high-tech products, such as smartphones.
Global REE production is estimated at 150,000 tons this year. However, they are rarely mined outside of China which is believed to have 57% of the REE deposits. China capped its exports at 30,300 tons for this year, a 40% decrease from 2009. Only 7,976 tons of REE have been allocated for the second half of this year with most of that supply having already been shipped.
The U.S. Trade Representative is considering filing a suit with the World Trade Organization concerning China's rare-earth export restrictions. The U.S. Congress has ordered the Government Accountability Office to look into the military's dependence on REE for defense technology.
In an interview with the Washington Post this past week, Ed Richardson, vice president of magnet maker Thomas & Skinner, said, "The most important issue here is that China is able to wield power like this."
"Just the reports that they night have done something like this has sent a chill through the industry," he said. "Here you have an incident over a fishing board and this topic comes up. It's startling."
Rare-earth metals have important defense applications because of their magnetic strength, which allows for miniaturization of components. A professional military journal, Joint Force Quarterly, has recently published a report asserting that "China appears to be holding an unlikely trump card" in its dominance of the REE industry.
The Pentagon is expected to release a report on the potential national security risks of rare-earth materials dependence next month.
The House Committee on Science and Technology Thursday approved the Rare Earth and Critical Materials Revitalization Act of 2010, which authorizes the U.S. Department of Energy to develop a rare earth materials program "that will restore a long-term, secure and sustainable supply of rare earth materials to meet the needs of the United States."
The program is also charged with seeking new or significantly improved processes and technologies for the rare earth materials industry.
Committee Chairman Rep. Bart Gordon, D-Tenn., said he was concerned about the U.S. being held hostage with it came to access to REE for new technology.
Meanwhile, U.S. Rare Earths announced last week that they awarded a contract to The Boeing Company to use remote sensing technology to map domestic REE deposits. Boeing is also planning to tour U.S. Rare Earths deposits at Lehmi Pass on the Idaho/Montana border, and at Diamond Creek Idaho. The defense contractor is considered a large consumer of rare earths materials.
übersetzt: http://translate.google.com/translate?js=n&prev=_t&hl=de&ie=…
http://www.wealthdaily.com/articles/chinas-rare-earth-minera…
China's Newest Economic Weapon: Rare EarthThree Ways to Play Chinese Rare Earth Intimidation
By Ian Cooper
Monday, September 27th, 2010
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 Japan — and pretty much the world — these days.
Rare earth supply has become economically disruptive.
China’s new rare earth leverage only highlights the growing risk that the United States and other countries face by relying almost exclusively on the Middle Kingdom's supply.
Without these materials, our military is screwed. We need rare earths to build Predator missiles, night vision goggles, the Abrams tank, and the Aegis SPY-1 radar systems, for example.
Losing access to these materials would be a real kick in the pants for the Pentagon.
Rare earths are necessary to build and operate hybrid cars... 700 pounds of neodymium are needed to build a three-megawatt windmill... green technologies, medical devices, computers, and cell phones will all be gravely affected if companies and manufacturers are cut off from supply of these elements.
Faced with this threat, U.S. rare earth companies are looking to reopen old mines and find new deposits. Boeing just agreed to find rare earth deposits using remote sensors.
Unfortunately, building the supply chains alone could take up to 15 years... And the processing plant would cost $500 million to a billion dollars.
There’s only one solution here: We need to cut off our dependency on China's supply.
We also need to place heavy emphasis on securing alternative supplies as quickly as possible.
Three ways to play this situation
One, buy Molycorp. The mining company has pushed to increase production to 5,000 metric tons by January 2011 and to 20,000 metric tons per year by the close of 2012.
Two, diversify with Rare Element Resources — a play in gold and rare earth at the Bear Lodge property in Wyoming. While it has no revenue to speak of yet, and won’t show profitability until 2015, it’s still finding a good supply of rare earth elements.
Three (and what I recommend doing), is to go after junior mining stocks that are exploring and mining areas with rare earth deposits.
There's a ready supply of rare earths in Greenland, and I'm putting the finishing touches on a brand-new report that outlines the region and the company that's about to change the face of rare earth metals as we know it.
As the rare earth story reaches a fever pitch, one particular stock is set to explode…
We’ll have our report in the next few weeks.
Stay Ahead of the Curve,
Ian L. Cooper
Wealth Daily
übersetzt: http://translate.google.com/translate?js=n&prev=_t&hl=de&ie=…
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices?
Av. Mt Weld Composition bleibt weiterhin auf dem hohen Niveo von 50.60 US$/kg
Grüsse JoJo
http://www.mineweb.com/mineweb/view/mineweb/en/page72068?oid…
Yesterday's Top Story: U.S. House may vote on Rare Earths Act this week
China's rumored threat to ban rare earth minerals exports to Japan last week may spur the U.S. House to vote on a domestic REE program this week.
Author: Dorothy Kosich
Posted: Monday , 27 Sep 2010
RENO, NV -
Last week's threat of China banning exports of rare earth minerals needed for manufacturing to Japan may help spur approval of the Rare Earths and Critical Materials Revitalization Act in U.S. House this week.
China and Japan have been embroiled in a dispute since September 7 when Japan arrested the capital of a Chinese fishing trawler after his ship collided with Japanese coast guard vessels near a chain of disputed islands in the East China Sea. The Diaoyu Islands are considered sacred Chinese territories.
China has already begun to restrict its exports of rare earth minerals to all countries in July. As former Chinese President Deng Xiaoping said in 1992, "The Middle East has oil, China has rare earth."
Japan imports 50% of China's rare earth elements, considered crucial for manufacturing superconductors, computers, hybrid electric cars and other high-tech products, such as smartphones.
Global REE production is estimated at 150,000 tons this year. However, they are rarely mined outside of China which is believed to have 57% of the REE deposits. China capped its exports at 30,300 tons for this year, a 40% decrease from 2009. Only 7,976 tons of REE have been allocated for the second half of this year with most of that supply having already been shipped.
The U.S. Trade Representative is considering filing a suit with the World Trade Organization concerning China's rare-earth export restrictions. The U.S. Congress has ordered the Government Accountability Office to look into the military's dependence on REE for defense technology.
In an interview with the Washington Post this past week, Ed Richardson, vice president of magnet maker Thomas & Skinner, said, "The most important issue here is that China is able to wield power like this."
"Just the reports that they night have done something like this has sent a chill through the industry," he said. "Here you have an incident over a fishing board and this topic comes up. It's startling."
Rare-earth metals have important defense applications because of their magnetic strength, which allows for miniaturization of components. A professional military journal, Joint Force Quarterly, has recently published a report asserting that "China appears to be holding an unlikely trump card" in its dominance of the REE industry.
The Pentagon is expected to release a report on the potential national security risks of rare-earth materials dependence next month.
The House Committee on Science and Technology Thursday approved the Rare Earth and Critical Materials Revitalization Act of 2010, which authorizes the U.S. Department of Energy to develop a rare earth materials program "that will restore a long-term, secure and sustainable supply of rare earth materials to meet the needs of the United States."
The program is also charged with seeking new or significantly improved processes and technologies for the rare earth materials industry.
Committee Chairman Rep. Bart Gordon, D-Tenn., said he was concerned about the U.S. being held hostage with it came to access to REE for new technology.
Meanwhile, U.S. Rare Earths announced last week that they awarded a contract to The Boeing Company to use remote sensing technology to map domestic REE deposits. Boeing is also planning to tour U.S. Rare Earths deposits at Lehmi Pass on the Idaho/Montana border, and at Diamond Creek Idaho. The defense contractor is considered a large consumer of rare earths materials.
übersetzt: http://translate.google.com/translate?js=n&prev=_t&hl=de&ie=…
http://www.wealthdaily.com/articles/chinas-rare-earth-minera…
China's Newest Economic Weapon: Rare EarthThree Ways to Play Chinese Rare Earth Intimidation
By Ian Cooper
Monday, September 27th, 2010
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 Japan — and pretty much the world — these days.
Rare earth supply has become economically disruptive.
China’s new rare earth leverage only highlights the growing risk that the United States and other countries face by relying almost exclusively on the Middle Kingdom's supply.
Without these materials, our military is screwed. We need rare earths to build Predator missiles, night vision goggles, the Abrams tank, and the Aegis SPY-1 radar systems, for example.
Losing access to these materials would be a real kick in the pants for the Pentagon.
Rare earths are necessary to build and operate hybrid cars... 700 pounds of neodymium are needed to build a three-megawatt windmill... green technologies, medical devices, computers, and cell phones will all be gravely affected if companies and manufacturers are cut off from supply of these elements.
Faced with this threat, U.S. rare earth companies are looking to reopen old mines and find new deposits. Boeing just agreed to find rare earth deposits using remote sensors.
Unfortunately, building the supply chains alone could take up to 15 years... And the processing plant would cost $500 million to a billion dollars.
There’s only one solution here: We need to cut off our dependency on China's supply.
We also need to place heavy emphasis on securing alternative supplies as quickly as possible.
Three ways to play this situation
One, buy Molycorp. The mining company has pushed to increase production to 5,000 metric tons by January 2011 and to 20,000 metric tons per year by the close of 2012.
Two, diversify with Rare Element Resources — a play in gold and rare earth at the Bear Lodge property in Wyoming. While it has no revenue to speak of yet, and won’t show profitability until 2015, it’s still finding a good supply of rare earth elements.
Three (and what I recommend doing), is to go after junior mining stocks that are exploring and mining areas with rare earth deposits.
There's a ready supply of rare earths in Greenland, and I'm putting the finishing touches on a brand-new report that outlines the region and the company that's about to change the face of rare earth metals as we know it.
As the rare earth story reaches a fever pitch, one particular stock is set to explode…
We’ll have our report in the next few weeks.
Stay Ahead of the Curve,
Ian L. Cooper
Wealth Daily
übersetzt: http://translate.google.com/translate?js=n&prev=_t&hl=de&ie=…
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices?
Av. Mt Weld Composition bleibt weiterhin auf dem hohen Niveo von 50.60 US$/kg
http://www.smh.com.au/opinion/society-and-culture/scare-over…
Scare over rare-earth minerals underlines fear of a rising China
Aus dem Sydney Morning Herald- lesenswert!
Scare over rare-earth minerals underlines fear of a rising China
Aus dem Sydney Morning Herald- lesenswert!
Nachfolgend eine 80zig-seitige Übersicht aller weltweit agierenden Firmen/Explorer im Bereich "Seltene Erden/Metalle"
@ eine erfolgreiche Woche
Grüsse JoJo
http://www.ucoreraremetals.com/docs/69555705.pdf
Rare Earths Review
Is the hype justified?
...
...
Lynas (LYC-ASX) and Molycorp (MCP-NYSE) are the two sector leaders and
may offer practical means of gaining exposure. Lynas is funded through to
first production, but may struggle in the short term owing to a lack of
newsflow. The Molycorp IPO disappointed and the company faces a
number of issues before and if 2012 production can be achieved.
@ eine erfolgreiche Woche
Grüsse JoJo
http://www.ucoreraremetals.com/docs/69555705.pdf
Rare Earths Review
Is the hype justified?
...
...
Lynas (LYC-ASX) and Molycorp (MCP-NYSE) are the two sector leaders and
may offer practical means of gaining exposure. Lynas is funded through to
first production, but may struggle in the short term owing to a lack of
newsflow. The Molycorp IPO disappointed and the company faces a
number of issues before and if 2012 production can be achieved.
Rare Earths WE TOUCH THEM EVERYDAY
J.P. Morgan
Australia Corporate Access Days
New York
27-28 September 2010
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=607176
J.P. Morgan
Australia Corporate Access Days
New York
27-28 September 2010
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=607176
Trading Spotlight
Antwort auf Beitrag Nr.: 40.213.710 von Optimist_ am 27.09.10 02:31:44
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
Das ist wirklich toll zu lesen und jeder Lynas-Aktionär kann sich das auf der Zunge zergehen lassen...
http://www.perthnow.com.au/business/chinas-rare-earth-play-t…
China's rare earth play to reward Lynas
* Sarah-Jane Tasker
* From: The Australian
* September 26, 2010 10:00PM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan.
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
...und die US-Ausgabe der Financial Times schreibt:
http://www.ft.com/cms/s/0/0fdd6c48-c990-11df-b3d6-00144feab4…
‘Rare earths’ fears spur US review
Meine Meinung dazu ist, dass ja das Angebot von welchem Lynas in der heutigen Präsentation spricht, eigentlich kein freies marktverfügbares Angebot ist, sondern in China bleibt. Ich glaube nicht, dass demnach westlche Firmen ihre Hochtechnologie in China poroduzieren oder einkaufen werden. Daher hat man hier eine erneute Angebotsverknappung von frei erhältlichen Seltenen Erden.
http://www.perthnow.com.au/business/chinas-rare-earth-play-t…
China's rare earth play to reward Lynas
* Sarah-Jane Tasker
* From: The Australian
* September 26, 2010 10:00PM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan.
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
...und die US-Ausgabe der Financial Times schreibt:
http://www.ft.com/cms/s/0/0fdd6c48-c990-11df-b3d6-00144feab4…
‘Rare earths’ fears spur US review
Meine Meinung dazu ist, dass ja das Angebot von welchem Lynas in der heutigen Präsentation spricht, eigentlich kein freies marktverfügbares Angebot ist, sondern in China bleibt. Ich glaube nicht, dass demnach westlche Firmen ihre Hochtechnologie in China poroduzieren oder einkaufen werden. Daher hat man hier eine erneute Angebotsverknappung von frei erhältlichen Seltenen Erden.
Lynas führt heute und morgen einen Tag der offenen Tür für JP Morgan durch. Dazu die äusserst lesenswerte Präsentation in der alle wichtigen Punkte knapp zusammengefasst sind.
http://www.asx.net.au/asxpdf/20100927/pdf/31sqqzmv0ng1tb.pdf
http://www.asx.net.au/asxpdf/20100927/pdf/31sqqzmv0ng1tb.pdf
Lynas keen to leap into rare earths supply hole
* From: The Australian
* September 27, 2010 12:00AM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan. "The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian. Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
http://www.theaustralian.com.au/business/lynas-keen-to-leap-…
* From: The Australian
* September 27, 2010 12:00AM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan. "The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian. Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
http://www.theaustralian.com.au/business/lynas-keen-to-leap-…
Antwort auf Beitrag Nr.: 40.213.505 von Mandala64 am 26.09.10 22:40:12Hintergrund zum Konflikt um die Senkaku-Inseln
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http://de.wikipedia.org/wiki/Senkaku-Inseln
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