Comments on: On Rare-Earths, Quotas And Embargoes https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/ Commentary & analysis on rare earths and other technology metals Tue, 02 Nov 2010 18:09:47 +0000 hourly 1 https://wordpress.org/?v=6.4.3 By: Ruediger Haberland https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-667 Tue, 02 Nov 2010 18:09:47 +0000 https://www.techmetalsresearch.net/?p=2304#comment-667 No doubt, beyond embargo or not embargo, China will try to sell higher prized products and not so much of REEs unprocessed.
Why not? everybody would do so.
So REEs will be in short – maybe a much more critical situation than any civilian or military planner will believe.
Western states: much too slow to wake up.
(The stuff may be poisonous, so we have to ban it. We will produce green energy by windpower, we just have to buy the magnets and the copper and the electronics abroad).
The western world cannot live without these REEs – so which of our industries will decline to nonexistence and the products be bought in China?
Coming serious conflicts or only a trading problem?
We should tell our governments to act – not to cry nor to sleep.
There was once the necessity of a second-source for any product that was used in critical industrial production.
If we proceed the same direction as in the last 20 years the western states will be the banana-republics of tomorrow!
RH

]]> By: Mas Miwa https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-657 Wed, 27 Oct 2010 00:50:58 +0000 https://www.techmetalsresearch.net/?p=2304#comment-657 Volker, another excellent pitch with almost everything a REE investor needs to help make the right decisions. Some charts in French and some charts missing key players, but keeping that in mind, lotsa info in one place: http://ifri.org/downloads/comptes_rendu/fichiers/51/hocquard.pdf

]]> By: Mas Miwa https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-653 Mon, 25 Oct 2010 11:04:32 +0000 https://www.techmetalsresearch.net/?p=2304#comment-653 Volker, take a look at: http://www.proactiveinvestors.com.au/companies/news/11026/chinas-rare-earth-export-quotas-ruffle-political-feathers-as-prices-soar-11026.html

Following quote from article: “China set a production cap of 89,200 metric tons this year, while reducing its export quota to 22,300 tons, according to estimates by Guosen Securities Co. It announced that quota in July, and prices have climbed since then.”

]]> By: Volker https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-652 Mon, 25 Oct 2010 08:03:19 +0000 https://www.techmetalsresearch.net/?p=2304#comment-652 There is a whole lot of hypothetical talking and guessing based on not really official data. Lots of peaople and institutions talk about quotas referencing several chinese ministeries. I tried a lot in recent weeks to find any of these (chinese) official data on export quotas, export restrictions and so on on rare earths. But I did not find any information that would be scientifically and thus economically viable.
Maybe somebody can help to bring some light into the darkness. Are there official announcements stating quotas, restrictions and so on? Are they in written in english? If not, I am wondering, what we are talking about.

]]> By: Mas Miwa https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-651 Mon, 25 Oct 2010 07:04:21 +0000 https://www.techmetalsresearch.net/?p=2304#comment-651 Interesting all the brahura about China’s export quota on REE. I did a quick browse on quotas and restrictions and the following headlines haven’t created the anxiety the Chinese REE has:

India–Imposing iron ore quotas on export
Russia–Grain export freeze until next year
Ukraine–ditto
United States–Immigration quotas
United States–Import restrictions
Pakistan–Cotton export limits
European Union–Textile import quotas

Hmmm? so why can’t the Chinese restrict or apply quotas on their REE while other countries seem to do some restricting almost every day? WTO rules say they can’t reduce exports of a diminishing asset? Seems like many western countries could provide domestic REE if they could pony up the $500k and higher prices to make their mines a viable mine to market business. We in the U.S. can give billions to insolvent banks that played roulette with mortgages but have yet to pony up any gurantees or loans to get our REE business up and running. Sounds like our REE companies need to be renamed: Bank of America, Chevron, Archer Daniel Midland, or some other subsidized company to compete.

]]> By: Eric https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-650 Mon, 25 Oct 2010 06:18:39 +0000 https://www.techmetalsresearch.net/?p=2304#comment-650 from a Chinese viewpoint, “embargo” means 1) running out of EL in Y10 2) custom Check carefully to avoid add. 25% uncontrolled one~ 3) believe ROW has abundant reservation REE or in earth~ ps. the stock price of Bao steel RE these months is the charming headspring of the holder

]]> By: John Petersen https://www.techmetalsresearch.net/on-rare-earths-quotas-and-embargoes/#comment-649 Mon, 25 Oct 2010 05:55:52 +0000 https://www.techmetalsresearch.net/?p=2304#comment-649 If you can keep your head when all about you are losing theirs … then you’ll understand the internal dynamics of a country like China that was a harsh export competitor when it produced REEs in surplus and is getting more picky as the surpluses disappear.

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