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Jack Lifton
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Jack Lifton is an Independent consultant and commentator, focusing on the market fundamentals and future end use trends of the rare metals. He specializes in the sourcing of nonferrous strategic metals and on due diligence studies of businesses in that space. His work includes exploration,... More
My company:
Technology Metals Research
My blog:
The Jack Lifton Report
  • Strategic & Critical Metals in Washington, DC. 6 comments
    Oct 26, 2009 8:23 AM | about stocks: GE, CMRZF

    I co-chaired a conference in Washington, DC, last week, Oct. 20-22, called "Supply Chain Management for Strategic & Critical Metals." It was an eye-opener for me with respect to both the current level of interest and of knowledge of this topic among private industry end users of strategic & critical metals, government(s), producers (mining companies), economists, mining analysts, and metal traders.

    The conference was organized and managed by Infocast, www.infocastinc.com, a Los Angeles based firm that produces some 60 conferences a year including many well attended ones on alternate energy (wind and solar, for example) and energy storage (batteries). I was asked several months ago by Infocast if I would work with them to create this conference and help plan its agenda and choose speakers. I agreed, because I wasn't then aware of any other conference themed on this topic, and I wanted to get this theme into the public's awareness. I believe that this was the first public conference open to non specialists on this specific topic.

    The list of attendees included a large delegation from Canada's Northwest Territories, a still mostly unexplored treasure house of natural resources (rare earths [Avalon Rare Metals(AVL.TO), North American Tungsten, and the largest diamond mines in the world}, which included representatives of the Territorial government. Additionally. The US Government was also very much in attendance. Over the conference's three days I met individuals from the Departments of Defense, Energy, and Interior.

    In addition to Avalon, Canada's Great Western Mining Group (GWG.V), Canada's Commerce Resources (tantalum) (CRZF.PK), America's Molycorp, and American located Canadian owned Rare Element Resources were present.

    General Electric (GE.NYSE), Denmark's Vestas (the world's largest maker of wind turbines), and Intel were there, among other global 1000 manufacturing corporations.

    Essentially all of America's designers and makers of permanent magnets, Thomas & Skinner, ElectronEnergy, Arnold Magnetics, and Dexter Magnetics were also present.

    Trade associations attending included REITA, the Rare Earth Industries Technology Association, the USMMA, the United States Magnet Materials Association, and the MMTA (www.mmta.co.uk), the Minor Metals Trade Association, a UK based international group.

    The speakers included officials from both the governments of the US and Canada, mining and metals experts and analysts, and procurement specialists.

    The CEO of Infocast told me that Infocast plans to repeat this conference in Asia and to expand its, Infocast's, footprint in the rare metals information space as it pertains to alternate energy and cleantech.

    I will be posting excerpts from the conference presentations and my commentaries on them here and on my new web site, "The Jack Lifton Report," www.jackliftonreport.com, in the near future.

    In the meantime, for your edification, I am going to list below the URLs for some videos I made during the conference. There are two summary commentaries by me, and two interviews by me of prominent people, Dave Trueman (rare metals geologist) and John Kaiser (mining analyst and publisher of the Kaiser Bottom Fish, www.kaiserbottomfish.com )who attended and/or spoke at the conference.  

    Jack Lifton in Washington Part 1 - http://www.youtube.com/watch?v=XKNpnWZkxl0

    Jack Lifton in Washington Part 2 - http://www.youtube.com/watch?v=5mlJbnxsXHk


    Jack Lifton with John Kaiser - http://www.youtube.com/watch?v=fCUZbt1CgnM

    Jack Lifton with Dr. Dave Truman - http://www.youtube.com/watch?v=pkVuYqLAoR4

    Stocks: GE, CMRZF
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Comments (6)
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  • Mayascribe
    , contributor
    Comments (11198) | Send Message
    Jack: I applaud those videos, and your work. If only you could somehow get T. Boone Pickens to watch them. He has the horse sense and the financial wear with all to understand the severity and potential profitability of the REE crisis, and act upon it. I'm one of his followers and supporters and I will be constructing an email to send to him, attaching your videos with your permission.


    Probably a small chance he'll ever see them, but, again, with your permission, I'd like to take a shot. I think everyone who reads this comment, or follows you, should take a shot.


    Further, I will be forwarding them to every government official that I can. Let's bombard all politicians that we can about the strategic inportance of REEs.


    26 Oct 2009, 09:33 AM Reply Like
  • Freya
    , contributor
    Comments (3374) | Send Message
    Maya: TBoone has a vested interest in REEs, his WindFarm needs ND for its Turbines or GE needs it but its still a direct link.


    No, Congress is a Dead link. Won't do any good there. But J. Leno with his interest in Electric Cars, that might be an avenue to explore.
    26 Oct 2009, 09:46 AM Reply Like
  • Gareth Hatch
    , contributor
    Comments (158) | Send Message
    Great videos Jack. Actually Freya, I think you'd be surprised at the high level of interest in REEs in Congress these days.
    26 Oct 2009, 10:24 AM Reply Like
  • doubleguns
    , contributor
    Comments (9710) | Send Message
    Jack I am glad to see that you are getting the word out to those in our industries that might be able to get people to start paying attention to what is happening in this arena.


    There are real job opportunities here and it will be producing something we need and is exportable as apposed to just another service job. Not to mention the national security aspect of this.
    26 Oct 2009, 10:31 AM Reply Like
  • Tekton
    , contributor
    Comments (29) | Send Message
    I too will be looking forward to your other videos, Jack.
    I will mention to the other posters here that gwmg.ca/ has these videos as well as one from Great Western's CEO, Gary Billingsley, that is well worth watching. If there's an industry leader, it's Great Western Minerals Group, and for a few very, very good reasons. Listen closely, and you'll hear why no other REE company is even close.
    29 Oct 2009, 01:18 PM Reply Like
  • Kentpaul
    , contributor
    Comments (105) | Send Message
    Jack I saw a TSXV tiddler present last night: Rodinia Minerals. They have a v large looking high grade lithium brine asset in Nevada. Looks a reasonable play at face value. Also some brine asset in Argentina.
    30 Oct 2009, 12:34 PM Reply Like
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