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  • The Lithium Industry: Will Supply Meet Demand? [View article]
    The actual separation of the rare earths into the individual elements is the expensive and difficult part with plants like Lynas' Malaysian LAMP costing around a billion dollars. So far both MCP and LYC are not breaking even and they are the current "pick and shovel" light rare earth guys and they are having a lot of trouble competing with China on a cost basis.

    What MCP and LYC don't have is large heavy rare earth resources that are amenable to low cost mining, benefaction and separation. China will likely need almost all of the heavies they produce and this is where Canada and Australia will be able to get into the game and likely become the suppliers of choice. Australia in particular has several listed companies with very large heavy rare earth resources and a couple of these have already worked out excellent separation and refining processes or have formed partnerships with overseas companies that can do the job for them.
    Sep 6 09:42 AM | 1 Like Like |Link to Comment
  • Molycorp Is Worth $1.60 Per Share [View article]
    If Molycorp does go under what will happen to Lynas. Up or down?
    Jul 9 01:35 AM | Likes Like |Link to Comment
  • What To Do Now With The Potash Stocks [View article]
    I can see some logic re the KCL but what about the rarer and perhaps more suited for the Asian market SOP?
    Jul 1 10:22 PM | Likes Like |Link to Comment
  • Gold And Silver: More Short-Term Pain? [View article]
    CAPS = yelling
    Jun 13 09:14 AM | 1 Like Like |Link to Comment
  • Gold And Silver: More Short-Term Pain? [View article]
    You can probably gain insight into why I wrote "if" by visiting
    Jun 11 09:19 AM | Likes Like |Link to Comment
  • Gold And Silver: More Short-Term Pain? [View article]
    If you follow this link you will see why if Stephen is correct that "money supply and gold are related" we should have some silver action
    Jun 10 09:18 AM | Likes Like |Link to Comment
  • The Lithium Industry: Will Supply Meet Demand? [View article]
    UBS have just published a report that would be worth reading re solar and off-grid storage. Page 55 onwards addresses LIB etc.

    "Storage is almost there – it’s the missing link for the renewable puzzle Household sized lithium battery storage is even today sold in Australia LRMC $0.70 kWh Peak grid delivered cost in Sydney is $0.50 kWh. Global forecasts are for the stationary storage market to grow 35% per year to 2020 to ~$6bn for lithium batteries alone. The increased penetration of solar is creating a massive market for storage whether at the network or household level. Storage solves the system-wide reserve issues created by solar and wind penetration but cost is currently too high"

    You'll have to contact one of their analysts to get a copy: is likely a good starting point.
    May 8 10:01 PM | 1 Like Like |Link to Comment
  • The Lithium Industry: Will Supply Meet Demand? [View article]
    Another competitor for Lithium will be perhaps be off-grid solar energy stand alone system's batteries as well as large scale grid stabilizers. Australia is starting to trial the off-grid stand alone systems currently: "Australia will be one of the proving grounds for the world’s second largest solar energy company to test its off-grid solar energy storage, putting solar panels and lithium-ion batteries into customers’ homes in Victoria. SunPower is expected to make an official announcement on a pilot project in Australia’s second most populous state in the next two months."

    There are several large scale Li based batteries for transient grid tied applications under development for example: Sanyo to build GRID STORAGE Li batteries:

    If these applications prove to be successful then Lithium demand will be larger than is generally predicted.... however with increased supply pressure there will likely be an increased price signal that would allow for the world's massive resources to be developed. And if this were to happen then Australia's lithium resources would likely become economic. You can read about Australian Lithium at
    May 8 09:26 AM | Likes Like |Link to Comment
  • Could The Oil Discovery In South Australia Be A Game Changer? [View article]
    Australian cities have an enormous amount of sunshine ( , wind and wave energy especially when compared to many European cities. What we do not have is an established electricity storage system.

    So for the time being we will have to rely on Australia's vast gas, oil, coal and perhaps even uranium resources which by and large amount to around 25%+ of the world's resources. At the moment this continued reliance on fossil fuels reliance, is causing much angst, especially for gas as we gear up for massive LNG exportation (leaving a domestic supply gap).

    However we also have a very large share of the world's economically viable vanadium, lithium and perhaps graphite resources and as large scale electricity storage solutions will likely use these components we are well placed to solve our own energy riddle. Consequently over the next decade or two we will be in the position to export much of our "old" energy and not effect our own position.

    Linc will of course likely be center stage but it is just one of several ASX listed companies that are sitting on huge amounts of vital resources that are possible game changers. For those interested in Australian resources I suggest that you Google a number of topics: Australian rare earths, Australian lithium, Australian vanadium, Australian uranium, or take a shortcut and Google Australian Mining Shares.
    Jan 21 08:26 PM | Likes Like |Link to Comment
  • Rare Earths And The Future Success Of Junior Miners [View article]
    Australian rare earth companies with proven resources of HREE, include Alkane Resources, Greenland Energy and Minerals, Hastings Rare Metals and Lynas plus several others.

    It isn't widely recognized that Australian ASX listed companies control some of the world's largest and richest HREE deposits and that many have large co-credits.

    I am of course somewhat biased, as I own many of the above mentioned companies but come on down: Google: Australian Rare Earths
    Nov 20 09:21 AM | 1 Like Like |Link to Comment
  • The Fed's Last Waltz [View article]
    I wonder where the US money supply fits in all of this. I'm confused at what happens to all of the new "money" that has already been created.
    Sep 19 09:22 AM | Likes Like |Link to Comment
  • Molycorp's Project Phoenix Rising Along With Its NPV [View article]
    " Consider this: silver is much less rare than gold, but which one has been the better investment over the last 12 months?" Perhaps a look at the amount of gold and silver available above ground might shed light on the "why".
    Mar 9 08:12 PM | Likes Like |Link to Comment
  • Could The Oil Discovery In South Australia Be A Game Changer? [View article]
    I don't think you should underestimate Peter Bond's ability to form JV's. Follow this link to to get an idea of what they have been achieving in the JV realm. I believe there are several major companies circling... Perhaps Santos or Total who have JVs with CTP are in the frame.
    Mar 4 08:47 PM | Likes Like |Link to Comment
  • Could The Oil Discovery In South Australia Be A Game Changer? [View article]
    Lync Energy's market cap is ~AUD$1.3b.

    LNC believe that the worst case scenario for the Arkaringa basin resource is 3.5b BOE. This link: will take you to LNC's comparison with the Bakken and Eagle Ford.

    LNC currently are producing 6,000 BOE per day in Wyoming and have multiple projects going forwards.

    LNC's greatest contribution to our energy needs will likely come form their position as the world's leader in UCG-GTL:

    On any measure LNC is worth a look from an investment point of view.... But I do find it disturbing that many here haven't bothered to look into what the company is actually saying.
    Mar 4 10:56 AM | Likes Like |Link to Comment
  • Could The Oil Discovery In South Australia Be A Game Changer? [View article]
    Hmmm wind energy relies on powerful magnets. The wind generators with gear boxes require a lot of maintenance and that makes the larger ones difficult to maintain especially off-shore. Those that heavy rare earth magnets don't require gear boxes but there is a looming shortage of dysprosium and perhaps neodymium.

    See for more info.
    Mar 4 10:27 AM | Likes Like |Link to Comment