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      Avatar
      schrieb am 01.03.13 10:51:53
      Beitrag Nr. 2.870 ()
      Scientists inspect Malaysia's Lynas plant as production begins

      Updated 1 March 2013, 17:04 AEST

      The controversial Lynas plant in Malaysia has produced its first rare earth products for customers this week, after overcoming years of delays and beginning work in late November.

      .Scientists inspect Malaysia's Lynas plant as production begins (Credit: ABC) .The Australian mining group is importing raw minerals from Australia and processing them in Malaysia into metallic elements used in various electrical products.

      Opponents of the plant have argued the waste created by the facility will harm the environment and could pose health threats.

      A group of scientists has been visiting the Lynas processing plant in Malaysia this week, at the invitation of the Malaysian Academy of Sciences.

      Presenter: Liam Cochrane

      Speaker: Prof. Saleem Ali, Director of the Centre for Social Responsibility in Mining, The University of Queensland

      ALI: Well the Academy of Sciences has a mandate to provide a forum for public consultation around issues of industrial development. So they acted as a platform to invite experts last year as well, when the plant was under construction. And now when they were going to produce their first products they invited another group to provide some commentary, so I was invited as part of that delegation.


      COCHRANE: And before we go on to what you've actually seen and what you think about the place, just to clarify because scientific opinion has been used by both sides of the argument to further their case, are there any conflicts of interest between you or the University of Queensland and Lynas or its opponents that we should know about?

      ALI: No none whatsoever, we have had no funding from Lynas and I have in fact moved to Australia only last year from the United States, so I'm really looking at this from an international comparative perspective.

      COCHRANE: Ok so what is your scientific opinion? I mean is the plant safe or does it pose some risks to the environment?

      ALI: Well I reviewed also the reports that were submitted by the activist community as well as the International Atomic Energy Agency, in addition to the site visit, and what I've concluded is that they're in compliance with all the obligations that were put before them. Malaysia has remarkably strict standards on radiation levels and exposure to the public because there was an incident some years ago in a Japanese facility owned by Mitsubishi Chemicals had some radiation exposure issues on the other side of the peninsula. So the country is quite sensitive to these issues and the standards set before Lynas were quite high and as far as we can tell, including the IAEA report, they've complied with their obligations.

      COCHRANE: Would the same plant be in compliance if it was located in Australia?

      ALI: Yes I believe it would, yes, and I think that was posed several times by the activists about sending the waste back to Australia. But in terms of risk exposure that doesn't seem tenable at all. For one thing the goal of this plant is to be able to use those materials which have not even been classified as waste because the level of radiation is very low. And in the long run it's an industrial park, they might even be able to use those materials for other derivative products. And as an environmental scientist for me the ultimate goal should be a closed loop economy where you can actually use your by-products and minimise even the term waste being used in industrial development. So I think that's a path of sort of trajectory of this plant that I observed visiting this site.

      COCHRANE: When we're talking about waste from this Lynas processing plant are we talking about crushed rock that they've used to extract the rare earths materials?

      ALI: No, no the crushed rock and all that is really at the Mount Weld site where the ore is being mined. I mean this is basically material which comes out of the processing phase and through various solvent extractions and so on which go through mineral processing phases. And then there's this sort of composite material which is left and then in other places it's used as road fill for example. And even in the UK it's been used as road fill. So that's what we're talking about here essentially.

      COCHRANE: I suspect that no matter what you say or lots of scientific bodies say there will still be some opposition to the plant. Going forward what kind of oversight is in place to try and reassure those who are worried about the health impacts and the environmental impacts?

      ALI: Well I think there is much to be learned from this engagement process and Lynas was a junior company that did not have any experience really with community relations, so they didn't handle the initial engagement well. And if you talk to some of the local staff now they will admit that. So I think part of the challenge was the communication. In any kind of industrial development there's bound to be risk. So it's more about how risk is managed and how it's communicated to the public, what is the level of involuntary risk that the community is willing to take for the goal of industrial development. We see that with any nuclear power plant with any kind of such activity. So I think if the communication is done in an inclusive way and there is a clear contingency plan that's set forth, then you can usually move forward with these kind of developments. And I think that's what now Lynas has to do is that they need to engage with the community constructively, allow for third party monitoring as needed. That's how a similar facility in France operates. I was heartened to learn that the Malaysian Academy had also facilitated a visit by some of the managers here to the Rhodia facility in France, which is in a fairly touristy area, but they're able to manage community relations fairly well. So I think there are comparisons across the world which can be quite instructive, and I remain hopeful, cautiously hopeful that this can be a managed risk moving forward. But the vigilance from civil society is welcome always, as long as it's done in a constructive way.

      COCHRANE: Just very briefly Professor Ali have you had the chance to meet any of the opposition groups while you've been visiting the plant?

      ALI: Yes they were also at the meeting and I had a good conversation with them. I think they remain concerned at some level but they're beginning to recognise that now their role will be much more of a monitor and a watchdog rather than long term litigation on this matter. And I think that's probably the way to go because the site is fairly functional now and there's enough of an investment that it certainly deserves a chance to go forward. I mean if there's a monitoring process and there's some violations observed, the plant can always be shut down. But the level of investment is such that it certainly deserves a chance to proceed, and I think that's how they're now looking at it.

      http://www.radioaustralia.net.au/international/radio/program…
      Avatar
      schrieb am 01.03.13 10:37:20
      Beitrag Nr. 2.869 ()
      Avatar
      schrieb am 01.03.13 10:22:49
      Beitrag Nr. 2.868 ()
      The Pulse: Upsetting the rare earths apple-cart; Lynas report card

      Posted on February 28, 2013 by Robin Bromby

      Two points to ponder for the rare earths industry (and its investors). One, there may be no rare earths exports from China in the not too distant future. Two, delays in hybrid car plans may mean lanthanum demand is higher than expected, which would be good news for the LREE sector.

      These are the thoughts of the world REE expert Dudley Kingsnorth, now a professor at Perth’s Curtin University. In respect to the first point, he says it is now clear China is heading for full vertical integration of its rare earths industry, recently typified by the push in Baotou Iron & Steel to expand its magnet production so that output equals its rare earth oxide production. In the near future, he says, you won’t be able to buy rare earths from China; instead, you’ll have to buy their electric motors and other downstream products. It’s all about social harmony and employment: rare earth mining won’t create millions of jobs, but downstream industries using those elements will.

      Not only is this happening with Baotou, the state-owned rare earth enterprises in southern China are also pushing for full integration. Soon they will not have available for export their rare earths oxides: those will all being going to new electric motor and light factories. This development has become obvious in the past three or four months, says Kingsnorth.

      This is a critical move when you consider that, for all the money and effort expended on new projects in the West, China is still providing 90% of the world’s rare earths.

      His other point is that Toyota has again postponed installing lithium-ion batteries in its Prius. This was to have happened in 2014, then that was pushed out to 2016 – and now it’s going to happen in 2018. Kingsnorth says this could change the outlook for lanthanum demand with the car maker sticking for longer with the lanthanum nickel hydride battery. That could be good news for emerging light rare earths producers, he adds.

      Incidentally, The Financial Times today is reporting that Boeing says it has solved the problems with the lithium-ion batteries that led to the grounding of the new 787 Dreamliner planes.

      RARE EARTHS: Analysts at Deutsche Bank are still being cautious about Lynas Corp after the company produced the first rare earth samples from its Malaysian plant. The firm is maintaining its “hold” recommendation on the stock. The client note says Lynas has produced both HRE-SEG carbonate (samarium, europium, gadolinium, terbium, dysprosium) and Lanthanum/Cerium carbonate which are both separated out at the end of solvent extraction stage 5 (SX5), while further separating is now going on in SX6. “We assume that there is now an average two month period to first sales following shipping and product testing. While we are starting to see limited downside, we maintain our Hold rating given there is uncertainty around pricing and the plant needs to ramp up to 11ktpa (11,000 tonnes a year),” the note said.

      Deutsche does not foresee the upcoming elections in Malaysia affecting the status of the Lynas operation.

      - See more at: http://www.proedgewire.com/uncategorized/the-pulse-upsetting…
      Avatar
      schrieb am 27.02.13 10:56:11
      Beitrag Nr. 2.867 ()
      Antwort auf Beitrag Nr.: 44.190.803 von KARO17 am 27.02.13 08:57:39LYC Lynas Corporation Limited
      February 2013
      27th Operations Update

      http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=7230…
      27 February 2013
      OPERATIONS UPDATE

      Lynas Corporation (ASX:LYC, OTC:LYSDY) is pleased to confirm that the Lynas Advanced Material Plant in
      Malaysia (LAMP) has produced its first Rare Earths products for customers.

      Lynas announced on 7 January 2013 the successful commissioning of the cracking and leaching rare earth
      extraction units at the LAMP. The recovery rates from the cracking units continue to be high (i.e. in excess
      of 90% of the contained rare earth oxides (REO)).

      Following commissioning of the cracking and leaching circuits, the Company has been working through early
      stage production issues that are typical for any start up of a new plant. Our focus is on increasing
      throughput and optimising use of equipment. These issues have not materially impacted on the overall
      production ramp-up schedule. The Company’s target for the Phase 1 nameplate production capacity of
      11,000 tpa REO remains Q2 2013
      :::
      :::
      For further information please contact Alistair Reid on +61 2 8259 7100 or visit www.lynascorp.com
      For all media enquiries please contact Alan Jury or Cameron Morse from FTI Consulting on +61 2 8298 6100.

      Google übersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



      http://www.finanznachrichten.de/nachrichten-2013-02/26093416…
      Lynas Corp. meldete Fertigstellung erster Seltene Erden-Produkte in Malaysia

      Erfolgsmeldung von der australischen Lynas Corp. (WKN 871889). Das Unternehmen hat nach zahlreichen juristischen Streitigkeiten, vor allem angezettelt von Umweltaktivisten, nun die ersten Seltene Erden-Produkte auf seiner Verarbeitungsanlage in Malaysia hergestellt.

      Flotationsanlagen der Lynas Corp

      die Produktion bis zum zweiten Quartal dieses Jahres auf eine Rate von 11.000 Tonnen pro Jahr hochzufahren.

      Die Aufnahme der kommerziellen Produktion auf der Anlage in Malaysia stellt einen wichtigen Meilenstein für das Unternehmen dar, dass sich lange mit Umweltaktivisten vor Gericht über den Einfluss des Projekts auf die Umwelt und die ...
      http://www.goldinvest.de/index.php/lynas-corp-meldete-fertig…


      Grüsse JoJo :)
      Avatar
      schrieb am 27.02.13 08:57:39
      Beitrag Nr. 2.866 ()
      2
      Es geht los .....
      February
      2013
      OPERATIONS UPDATE
      Lynas Corporation (ASX:LYC, OTC:LYSDY) is pleased to
      confirm that
      the Lynas Advanced Material Plant in
      Malaysia (LAMP) has produced its first
      Rare Earths products for customers.
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.

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      Avatar
      schrieb am 26.02.13 15:15:02
      Beitrag Nr. 2.865 ()
      http://www.bernama.com.my/bernama/v7/ge/newsgeneral.php?id=9…
      Seminar For Better Understanding On Rare Earth Plant Issues
      By Siti Salwa Shaari & Soon Li Wei

      KUALA LUMPUR, Feb 26 (Bernama) -- Misunderstanding and fear of chemical leakage that could cause radiation are among reasons why some Malaysians are not keen in the establishment of rare earth mineral processing plants in the country.

      Academy of Sciences Malaysia (ASM) council member Datuk Hong Lee Pee said some people rejected the idea of setting up the Lynas Advance Material Plant (Lynas) in Gebeng, Pahang following the radiation leakage incident in Japan after a massive earthquake hit the country in 2011.

      A 9.0 earthquake rocked Japan on March 11, triggering a 15-metre tsunami that hit the Fukushima Daiichi nuclear plant, causing its reactors to start melting down.

      Hong also said the negative perception was also caused by news on the shutting down of a few rare earth plants in China - which controls over 95 percent of global rare earth supply - due to failure to comply with safety aspects and also contamination issues.

      He told Bernama that according to studies, mining and processing of rare earth did pose some risk to health, environment and safety but the risk would be manageable if good technology and systems are adopted.

      "Yes there are plants being closed down, but bear in mind that there are still plants allowed to operate. The risk is manageable and currently there are good, available technologies and systems that can overcome and solve the problem," he said.

      Asked if Lynas Corporation had taken excellent safety measures to avoid misfortunate incidents, Hong said while it has yet to be seen, the plant in Gebeng was designed by architects with vast experience in designing rare earth plants in China.

      "The plant and our regulatory standards on rare earth are up to the international (safety) standard, in fact in some areas, Malaysia's regulatory is even more stringent than the international guidelines," he said.

      Hong explained that rare earth elements could not be separated from human as it was used every day, such as in rechargeable batteries, cell phones, glass making and magnet.

      "We are not politicians. We are not obliged to say good things on Lynas. We are just scientists and I do believe that science will speak for itself, whether it will be harmful or not.

      "You cannot hide from science and political interference to bring out issues. Time will tell," he said.

      Hong said ASM would be holding an international seminar on rare earth this Thursday at Dewan Astaka, Department for International Academic Affairs, Universiti Malaysia Pahang, Gambang, near Kuantan to present a better understanding of rare earth plants, to the public.

      White House advisor on rare earth Jack Lifton - who is said to have been to all rare earth plants in the world - will be presenting his papers and sharing his view after visiting the Lynas plant in Gebeng during the one-day seminar.

      Other speakers are international expert on low level radiation health, Professor Dr Saleem Hassan Ali from University of Queensland, Australia; Malaysia's nuclear expert Dr Meor Yusoff Meor Sulaiman and chemical expert Professor Amran Abdul Majid.

      Hong said the seminar was open to public and those interested need to call AMS at 03-26949898 or e-mail to admin@akademisains.gov.my.

      He said the public should take the opportunity to get better understanding of rare earth plants issues.

      "So they can tell if something is wrong with Lynas facilities or any chemical factories in the nation and alert AMS. We need the public to be our eyes and ears.

      "Should they notice unusual situation or suspicion over something, do not hesitate to inform us. We are more than happy to investigate, to take sample, do some test and if there are evidence to support the claim, we will use our influence to get the authorities involved and in worst case scenario, ask the government to shut down the plant," he said.

      Hong also stressed that AMS welcomed any high technology industries and foreign companies to invest in Malaysia.

      -- BERNAMA
      Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&tl=de&u=htt…

      Grüsse JoJo :)
      Avatar
      schrieb am 25.02.13 13:00:42
      Beitrag Nr. 2.864 ()
      http://www.marktundmittelstand.de/nachrichten/produktion-tec…

      Produktion & Technologie

      22.02.13 14:30
      .
      Ressourcen

      Seltene Erden zurückgewinnen

      Von Dennis Schmidt


      Eine neue Technik für das Recycling Seltener Erden haben die Forscher der Fraunhofer-Gesellschaft entwickelt. Die beiden Rohstoffe „Neodym“ und „Samarium“ spielen für die Wirtschaft eine immer größere Rolle.
      :::



      http://www.semexpo.de/

      Move New Energy!


      2. Internationaler Smart Energy Kongress - Smart Grid, Energie-Speicher und Energie-IKT

      14. und 15. Mai 2013, in Frankfurt
      :::



      http://www.wallstreetjournal.de/article/SB100014241278873234…
      Pensionierter Lehrer sagt Bergbaukonzern den Kampf an
      :::


      http://www.mein-elektroauto.com/2012/11/elektroazti-renautl-…
      (27.11.2012)

      Das Elektroauto Renault Zoe kommt doch erst im Jahr 2013 auf den Markt, weil das Auto Clio eher auf den Markt kommen soll.
      :::



      http://www.goldinvest.de/index.php/lynas-weitet-halbjahresve…
      Aktie im Plus

      Lynas weitet Halbjahresverlust aus

      Geschrieben von Björn Junker• 25. Februar 2013
      :::



      http://www.vdi-nachrichten.com/artikel/Wir-wollen-bis-zu-20-…
      22.02.2013

      "Wir wollen bis zu 20 % vom Markt"


      Rohstoffe: Seit gut 30 Jahren dominieren die Chinesen den Markt für Seltene Erden, jetzt bekommen sie Konkurrenz. Der australische Rohstoffförderer Lynas ist auf dem Weg, einer der Big Player in dem Geschäft zu werden. Eric Noyrez, Präsident von Lynas, spricht über seine Strategie und welche Herausforderungen sich Lynas stellen muss.

      VDI nachrichten, Düsseldorf, 22. 2. 13, cb

      VDI NACHRICHTEN: Vor 13 Jahren hat Lynas-Gründer Nick Curtis in einem Interview von seinem Traum gesprochen, einen Anbieter Seltener Erden außerhalb Chinas aufzubauen. Warum hat es so lange gedauert?

      Noyrez: Von der Entdeckung eines Rohstofflagers bis zur Förderung und Aufbereitung Seltener Erden brauchen Sie mindestens zehn Jahre. Das ist der Zeitrahmen, um ein solches Projekt betriebsbereit zu bekommen. Gerade haben wir in Malaysia mit der Aufbereitung Seltener Erden begonnen.

      Warum haben sie die Förderung in Westaustralien im Mai 2012 gestoppt?

      Die Fördermenge der Mine Mount Weld war größer als erwartet, nämlich 5000 t, das entspricht einer halben Jahresproduktion. Da wir mit der Verarbeitung in Malaysia erst später als geplant beginnen konnten, gab es keinen Grund, mit dem Rohstoffabbau in Mount Weld fortzufahren.

      Warum verarbeiten Sie Seltene Erden denn in Malaysia? Bekommen Sie keine Genehmigung in Australien?

      Lynas hat eine Genehmigung zur Errichtung eines Werks in Australien. Doch Bau-, Betriebs- und Transportkosten einer solchen Anlage wären hier schlicht zu hoch gewesen. Ein weiteres Projekt in China haben wir nach Senkung der chinesischen Exportquote für Seltene Erden verworfen. Schließlich haben wir Malaysia als bevorzugten Standort ausgemacht. Dort gibt es Häfen und weitere Infrastruktur für Gewerbebetriebe in gutem Zustand, einen umfangreichen Chemikalienhandel, eine verlässliche Energieversorgung, strikte und klare rechtliche Rahmenbedingungen, ein gutes Bildungssystem sowie eine Regierung, die den Wertzuwachs, den eine neue Industrie mit sich bringt, zu schätzen weiß.

      In Malaysia war Lynas kürzlich aber auch Protestaktionen und Gerichts-verfahren ausgesetzt.

      Die malaysische Regierung hat die Anlage zu jedem Zeitpunkt unterstützt. Im laufenden Wahljahr 2013 wärmt die malaysische Opposition das Thema Betriebserlaubnis allerdings wieder auf. Indes, die gesetzlichen Vorschriften für die Anlage sind eindeutig – die malaysischen stimmen mit europäischen Standards überein. Ich sehe da wirklich keine großen Unterschiede.

      Bestehen Gefahren bei der Aufbereitung Seltener Erden für die Umwelt und die Gesundheit der Anwohner?

      Lynas musste sich vielen Diskussionen mit malaysischen Bevölkerung stellen, um die Abläufe im Werk zu erklären. Wir konnten den Leuten aber versichern, dass kein betriebliches Risiko besteht.

      Gibt es denn eine technisch einwandfrei saubere Art, Seltene Erden zu verarbeiten?

      Erdölprodukte werden durch Destillation raffiniert, Seltene Erden werden auf die gleiche Art verarbeitet. Die Mineralöl- und die Seltenerdenindustrie tun also grundsätzlich dasselbe. Wir versuchen jeglichen Schaden, den Menschen erleiden könnten, abzuwenden, indem wir etwa entstehende Gase wie auch Abwässer in den Verarbeitungsprozess zurückführen.

      Wie wird sich die Nachfrage nach Seltenen Erden in den nächsten Monaten entwickeln?

      Es wird eine hohe Nachfrage sowohl für leichte als auch für schwere Seltene Erden geben. Volkswirtschaften weltweit können auf sie bei der Herstellung wichtiger technischer Produkte – elektronische Komponenten für Fahrzeuge, Fernsehbildschirme, Telefone oder Windenenergieanlagen – nicht verzichten.

      Wie sieht es mit dem Angebot aus?

      Es ist offenkundig, dass die von China in den letzten 20 Jahren erreichten Produktionsmengen nicht aufrecht zu erhalten sind. Es gab ja in China fast 1000 Kleinstanbieter Seltener Erden. Nun wollen die Chinesen diesen Wirtschaftszweig restrukturieren. Offenbar verfolgt die Staatsführung das Ziel, künftig mit drei bis sechs großen Anbietern Seltener Erden auf dem Weltmarkt agieren.

      Wie schätzen Sie die Marktposition Chinas und ihrer Wettbewerber wie Australien oder den USA ein?

      Anbieter außerhalb Chinas müssen auf dem Weltmarkt zunächst auf sich aufmerksam machen. Um das zu erreichen, müssen sie in der Lage sein, große Mengen Seltener Erden aufzubereiten. Aber China braucht zugleich selbst einen dauerhaften Nachschub Seltener Erden. Allein deshalb wird es mit Sicherheit ein Global Player bleiben. Die Chinesen brauchen den Nachschub Seltener Erden, um ihr eigenes Wirtschaftswachstum nicht zu gefährden – zur Herstellung jedes einzelnen Fahrzeugs, jedes einzelnen Fernsehbildschirms, jedes einzelnen Handys. China versucht gerade, die Zukunftsfähigkeit seiner Seltenerdenindustrie sicherzustellen. Es ist auf der Suche nach mehr Kosteneffizienz, nach einem besseren Return on Investment und nach einem umweltverträglichen Bergbau.

      Welchen Marktanteil strebt Ihr Unternehmen an?

      Wir wollen 2014 zwischen 10 % und 20 % vom Markt.

      Ist Lynas vorbereitet auf einen Preiskampf mit chinesischen Anbietern?

      Lynas Corp strebt langfristige Geschäftsbeziehungen an. Wir wollen kein kurzfristiges, sondern ein nachhaltiges Angebot Seltener Erden sicherstellen. Das ist der Grund, weshalb Lynas meiner Meinung nach in keinen Preiskampf mit den Chinesen eintreten muss.

      Haben Sie schon Kunden?

      Seit 2005 haben wir im Rahmen unseres Geschäftsmodells weltweit strategische Allianzen geschlossen. Lynas Corp setzt auf langfristige Vertragsabschlüsse, einige davon beinhalten technologische Kooperationen. So haben wir zum Beispiel einen Abnahmevertrag mit der deutschen BASF, dem nach Umsatz und Marktkapitalisierung weltgrößten Chemiekonzern, geschlossen.

      Gibt es schon neue Projekte zum Abbau Seltener Erden in Australien oder anderswo?

      Lynas verfügt über eine weitere Lizenz zum Abbau Seltener Erden im ostafrikanischen Malawi. Wir haben dort Probebohrungen durchgeführt. Malawi ist allerdings ein langfristiges Projekt. JÖRG SCHMILEWSKI

      --------------------------------------------------------------------------------

      @ eine erfolgreiche Woche

      Grüsse JoJo :)
      Avatar
      schrieb am 24.02.13 23:23:49
      Beitrag Nr. 2.863 ()
      "There is no first to market advantage for Molycorp. The L(ynas)A(dvanced)M(ate... in Malaysia is now running and will begin to deliver commercial (to SPECIFICATION) materials to AAA customers early in the next quarter. It looks like it will then ramp up to full production (11000 to 22000 MTA) by the end of the year. The mechanically beneficiated ore for more than a year's production is already prepared at Mt Weld and is being shipped to the LAMP as needed. Note that the LAMP process chemistry was designed by Rhodia and is being brought up to speed with EXPERIENCED Chinese supervisors training Malay workers to take their places. Also the marketing has been done in the form of long term supply contracts (10 years).

      Molycorp's problem is credibility: Will it be able to supply, on time, to specification? Note that both Molycorp and LYnas have to prove their ability to deliver TO SPECIFICATION, ON-TIME, THE QUANTITIES AGREED, and AT THE NEGOTIATED PRICE. Both are NEW suppliers and as such get a SMALL percentage (10-20) of the demand until the end-user is satisfied that they are RELIABLE. The market today does not need both of them, and the market will decide which one survives.

      My guess, and it is, in the end, just that, is that Lynas will win the race due to its much lower operating costs and the experience of its operating team.Lynas' also seesm to have done an excellent marketing job IN ITS OPERATING REGION, Southest Asia.

      I think that America's domestic self-sufficiency in all of the critical rare earths is in the hands of Rare Element Resources and Ucore. Both may well be successful, because they are the right size and have the right mix of products. Follow the details coming out of those companies carefully and pay strict attention to the fact that the critical rare earths are much, much, more important than the light rare earths in a balance sheet. The less a supplier has to depend on lanthanum and cerium for revenue the more likely that supplier will be a strong contender and/or the ultimate survivor and a regular supplier.

      http://seekingalpha.com/article/1215291-molycorp-is-ceo-cons…
      Avatar
      schrieb am 24.02.13 23:23:12
      Beitrag Nr. 2.862 ()
      Avatar
      schrieb am 24.02.13 21:20:49
      Beitrag Nr. 2.861 ()
      Bald muss der boden erreicht sein
      Alles da

      Nur die ann fuet die produktion fehlt.....


      Gruss
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