Here’s a list of interesting external articles relating to the importance and scarcity of rare earth elements and technology metals published in 2019:
November 12th 2019 – Defense News
Investor’s hate what if’s as usually the writing was on the wall and for whatever reason we did not see the opportunity was hiding in plain sight, the collapse of American rare earth mining is indeed a lesson learned however as a discerning investor, as a purist in the art of investing the opportunity is right here, right now staring at us right in the face.
August 9th 2019 – Japan Times
The Middle East has oil, China has rare earths , veiled threat or not? The next 5 years 2020 to 2025 are likely to see the value of rare earths increase an average of 10% a year unless of course China imposes restrictions on the sale of rare earths to the US (which they previously did with Japan) then we will likely see higher returns and increases in value in rare earths. Trade tensions are high, at the very least REM’s are a hedge against inflation and a safe store of value.
May 29th 2019 – The Guardian (UK)
Here is an interesting read from The Guardian (UK). There are a couple of thought provoking points made as to how much leverage China has and could have by stockpiling rare earths and which metals are now listed as critical by the US and which industries are effected, particularly defense. China now accounts for more than 70% of global production and holds 37% of the world’s reserves of rare earths. Certainly, the fact that the US has relied on China for more than 80% of their rare earth supplies from 2014 to 2017 signifies that when Hu Xijin said that China is considering restricting rare earth imports to the US that China does have the leverage. It’s an interesting development and as time goes by China does have more and more leverage.