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Thread: Rare earths

  1. #1
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    Default Rare earths

    Rare earths are used in many applications like computers, cars etc

    China is the world's largest producer of rare earths.

    The trade war with China might cause a shortage. Investing in rare
    earths might be profitable. REMX, eg, is an ETF in this field.

  2. #2
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    Quote Originally Posted by oak333 View Post
    Rare earths are used in many applications like computers, cars etc

    China is the world's largest producer of rare earths.

    The trade war with China might cause a shortage. Investing in rare
    earths might be profitable. REMX, eg, is an ETF in this field.
    This report details the situation.

    https://safehaven.com/commodities/in...rth-Trade.html

  3. #3
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    It is getting there.

    The Chinese president Xi visited a rare earth facility, sending
    a clear message that it will ban the exports of rare earths to USA.

    Rare earths are now weaponized in the trade war.

    https://www.zerohedge.com/news/2019-...ort-ban-coming

  4. #4

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    my collection of neodymium magnets will worth more

  5. #5

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    Quote Originally Posted by oak333 View Post
    It is getting there.

    The Chinese president Xi visited a rare earth facility, sending
    a clear message that it will ban the exports of rare earths to USA.

    Rare earths are now weaponized in the trade war.

    https://www.zerohedge.com/news/2019-...ort-ban-coming
    not working well for greenies as EV penetration in US market will be slowed

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    Here you have a list of companies involved in mining rare earths:

    http://www.miningfeeds.com/rare-eart...-all-countries

    Most of them are just penny stocks though.

    LYC.AX (Lynas Corp-Australia) looks like it deserves attention.

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    A Chines official warned that "products containing rare earths from China
    should not be used against China's development."

    Rare earths are used also in the defence industry. It looks like
    it is more going on than just trade war.

    https://www.cnbc.com/2019/05/28/chin...-minerals.html

    My note: REMX and LYSDY.OTC just jumped up. No surprise.

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    China threatened again to ban exports of rare earths.

    Look at REMX and LYSDY.OTC how they reacted.

  9. #9
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    Quote Originally Posted by oak333 View Post
    China threatened again to ban exports of rare earths.

    Look at REMX and LYSDY.OTC how they reacted.
    Hmmm ! LYSDY jumped as I write 30 % +

  10. #10
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    The Chinese president visiting a rare earths facility:

    https://www.scmp.com/economy/china-e...-amid-talk-use

    China produces 80 % of the world rare earths.

    Lynas Corp. produces cca 10 % of the world rare earths.

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