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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
  • Rare Metals as Rare Opportunities for Investors: Jack Lifton is Coming Soon to NYC 2 comments
    May 7, 2009 1:11 PM

    On Monday, May 11, I'm speaking at the Hard Assets Conference (www.IIC.com)  in New York at the Mariott Marquis at 8:05 AM on "Rare Metals as Rare Opportunities for Investors." I will post a draft of my talk on SeekingAlpha on my Instablog this coming Sunday, May 10.

    A commentator on my last article asked "What about India?" The article in question " China and India Vie for the World's Natural Resources, Part 1: China in Australia," which is my most recent article, as of today, on SeekingAlpha, is subtitled "Part 1: China in Australia." Over the next few months I will be expanding this topic, and I will indeed discuss India's quest for natural resources as well as China's. Please be patient. It is a big topic, and it is a topic with important and game-changing consequences for America and for natural resouce investors. There can be no word-bites here. The background for the topic and for my conclusions needs to be developed.

    I appreciate thoughtful criticism always.

     

    Jack Lifton

     

     

    Themes: China, India, Rare metals
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  • Carlos Lam
    , contributor
    Comments (1306) | Send Message
     
    John Kaiser was interviewed on Al Korelin's podcast about the rare earth miners. He specifically mentioned Avalon, Great Western, and Rare Earth Minerals LTD. After hearing the podcast, I discovered that China's slapped export quotas on its rare earths. I did a little more digging & actually spoke to a geologist. Though his main specialty is coal, he did note that -- if there is indeed a big push for electric vehicles -- the demand for rare earths will accelerate at an even greater rate than current demand; he also verified that supply is almost wholly controlled by China at this time. I pored through the Avalon and Rare Earth financials; neither company has much debt on the books. These miners also seem to have excellent properties. On the whole, it looks like the supply of rare earth metals here in the west is going to be constricted yet demand should grow rather strongly. Could make for an interesting play.
    7 May 2009, 03:28 PM Reply Like
  • Eamon Keane
    , contributor
    Comments (311) | Send Message
     
    Carlos, I think you're preaching to the choir! Demand for neodymium and dysprosium would indeed take off if electric vehicle demand increases. This is because almost all current electric car motors use DC Brushless permanent magnets. It's not the only possibility. If the AC electric motor variant was used, and, say a lithium ion or lead-acid battery was used, there would be no rare earth metals in the electric car.

     

    The Tesla Roadster, for example, uses an AC induction motor and no rare earths. What I'm still not sure about is the tradeoffs (cost, weight etc) involved between an AC induction and DC Brushlesss. Although the great majority use DC currently, t would seem to me that if the supply of REEs did become critical, motor companies would switch to AC. How that changes the economics of the vehicle, I don't know. Jack, have you any insight into this?
    7 May 2009, 04:34 PM Reply Like
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