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Videomart schrieb am 09.11.11 07:05:01 Beitrag Nr. 48.553 (42.322.554)
John Kaiser: Rare Earth Companies Poised for Comeback
Source: JT Long of The Critical Metals Report (11/8/11)
www.theaureport.com/pub/na/11550
Auszug:
..."There is a huge abundance of light rare earth deposits in the world, including what I suspect the Chinese, Korean and Japanese investors in CBMM are after at Araxá. So there will be no shortage of light rare earths by 2015-2016. There have been some major discoveries, including Commerce Resources Corp. (CCE:TSX.V; D7H:Fkft; CMRZF.OTCQX), which made the huge Eldor discovery in the far northern part of Quebec. I think that in 2020 and beyond, when the anxiety about supply security diminishes, overall demand will increase as end users become comfortable once more with deploying rare earth dependent technologies. Quebec will open up its north through its Plan Nord development initiative to create access and power infrastructure and that will benefit some of the remote deposits like Eldor. So I see no shortage of future supply for the light rare earths. There are numerous smaller deposits all around the world with grades of 2-3% or higher. Right now, a lot of work is going into the process technology for recovering rare earths and separating it. So even from all the failures that will happen, there will be a windfall of knowledge on how to do it and how not to do it."
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www.wallstreet-online.de/diskussion/...commerce-resources-corp