Comments on: The Impact Of The Japanese Earthquake And Tsunami On Short-Term Rare-Earth Demand https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/ Commentary & analysis on rare earths and other technology metals Tue, 22 Mar 2011 21:33:28 +0000 hourly 1 https://wordpress.org/?v=6.4.2 By: Brooke Zenon https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1150 Tue, 22 Mar 2011 21:33:28 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1150 this was an very good report!:)

]]> By: Gareth Hatch https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1117 Wed, 16 Mar 2011 02:35:40 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1117 @Robert Gill: there are two ways to do what you’re trying to do. Using the example of Mount Weld:

1) Multiply the Total MR (mineral resource) value of 17,494,000 t, by the material grade of Dy2O3 of 0.05 wt% OR

2) Multiply the Total TREO (total rare-earth oxides) value of 1,413,644 t, by the in-situ Dy2O3:TREO value of 0.58 wt%.

Because of rounding, the second number will be a little more precise than the second (and is the one that I would use), but theoretically you would end up with the same value, if there were enough decimal places in the wt% values.

So in the case of Mount Weld, according to their figures, there is around 8,200 t of DyO2 present in the deposit.

]]> By: Robert Gill https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1113 Tue, 15 Mar 2011 22:45:52 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1113 Hi Jack,

I reviewed the TMR Advanced Rare Earth Projects Index after reading the comments about Dy2O2. I listed the companies with the highest wt % of Dy and then looked at the line underneath for In-Situ Reo:TREO wt%. However, I could not determine the applicable meaning of the two wt% to each other. Could you explain how the two go together? For instance, I noted the following 4 companies have the highest wt% of Dy, but they vary in their In-situ REO:
Dy2O2 wt% In-situ TREO wt%
LYSCF 0.05 0.58
TSM 0.03 4.79
GWG 0.08 0.67
QRM 0.04 4.10

Which of these 4 companies has the greater quantity of Dy?
Thanks
Robert

]]> By: fran https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1108 Tue, 15 Mar 2011 17:55:03 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1108 GARY KING–

DSM.V if you can understand their business model and how cash ls
generated with which to grow the business, the answer to your querry is plain. you also must understand the reasons for withdrawal of their recent stock offering, CAVEAT EMPTOR

]]> By: Lou Pearson https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1104 Tue, 15 Mar 2011 15:51:09 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1104 If the price of rare earths soften due to diminished demand from Japanese alloy processors and fabricators, would that not logically lead to robust margins for alloy processors and fabricators who are not in Japan like, for instance, Great Western’s LCM subsidiary? Feedstock material prices would be low, and finished product manufacturers outside of Japan would be trying to source alloys outside of Japan.

]]> By: unown https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1102 Tue, 15 Mar 2011 14:36:06 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1102 unown

]]> By: Tom https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1101 Tue, 15 Mar 2011 11:39:21 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1101 Very prudent analysis although I would tend to go along with what Dan Collins is saying. At least, current spot prices seem not to loose ground, rather the opposite (see i.e. Asianmetal.com).

Even if there would be a short term surplus of REEs due to fallout from Japanese hampered production, I don’t think it would be in the interest of China to let REE spot prices deterioate. China’s own demand for their renewable applications remains increasingly high and they would not allow to let others (e.g. global competition in the renewable sector) easily take advantage of buidling large stockpiles from (temporarily) low REE prices. After all, they control the REE market, no one else … and if necessary, they will further reduce export quotas.

]]> By: Dan Collins https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1100 Tue, 15 Mar 2011 08:54:51 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1100 It’s logical that the price for REE’s would drop. But I expect due to storage and stockpiling there will be shocking news that the price stays flat or continues up. Alot of processors here in China are running out of acumulated stocks purchased in 2010. Long term, alternative energy should get renewed focus as an alternative to Nuc. power. Of course, it can’t replace the Kw from Nuc but that won’t stop governments from trying.

]]> By: markus pekeler https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1099 Tue, 15 Mar 2011 08:20:50 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1099 I agree that short term demand for REE is hard to predict under the given circumstances. In a longer perspective, the demand for the heavy elements, especially the ones used in permanent magnets must rise considerably. Just look at the soaring prices of green tech energy stocks since yesterday. It is a safe bet that the political pressure to invest in renewable energy will boost a whole industry that uses tons and tons of REE.
Too sad that all of this is based on the horrific events happening in Japan right now…
It would be an opportunity to set up a joint fund of REE companies to help those who suffer the most from this catastrophy.

]]> By: Max12345 https://www.techmetalsresearch.net/the-impact-of-the-japanese-earthquake-and-tsunami-on-short-term-rare-earth-demand/#comment-1098 Tue, 15 Mar 2011 05:02:23 +0000 https://www.techmetalsresearch.net/?p=3553#comment-1098 ….and by the way, fairly predictably uranium shares have dropped very considerably all around the world. Is this a temporary fall, or is this drop in share prices likely to be sustained over a period of years rather than months? With the benefit of hindsight one also has to wonder at the wisdom of building lots of nuclear reactors in a country that sits on the intersection of three MAJOR fault lines (and moreover right by the seaside which of course is prone to be hit by tsunamis). But apart from that, it would seem that it is quite safe to build (modern) nuclear reactors everywhere else. Will publics and local communities around the world understand this, or will they throw out the baby with the bath water and dig in their heels at ANY new nuclear reactors anywhere? Given that assorted publics typically understand very little about scientific matters this certainly seems more likely -at least in the short term- And it comes at the worst possible time since: a) we are soon reaching -or have already reached- “peak oil” and moreover global warming and climate change are continuing apace. And there is no immediate term alternative on a large scale to fossil fuels other than nuclear power. (unless one wants to burn ever more of the more plentiful coal which is even worse for climate change) So it is also interesting to consider what’s going to happen going forward to the nuclear power sector’s supply and utilization and disposal “chain” (all the way from upstream green fields exploration for uranium to manufacturing of nuclear plants by people like GE and to the downstream safe disposal of nuclear waste)….What’s at stake may not be only how much money various people could end up making or losing but the very future of the planet.

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