RARE EARTHS

RARE EARTHS

Seventeen radically different elements. 

Hundreds of industrial uses and markets.  

Opaque pricing.

One, dominant, unpredictable 
supplier.

Fun, right?

At our previous post, we were among the first to place a meaningful research focus on the importance of the rare earth sector, and continue to be regarded as a thought leader in the space.


We'll try to help you wade through it all to find the stories that have a chance.


FLUORSPAR

FLUORSPAR

A rarely mentioned commodity, which plays an irreplaceable role in countless industrial applications.


 

VANADIUM

VANADIUM

A significant industrial commodity that gives the world stronger, and lighter steel.  

GRAPHITE

GRAPHITE

Graphite is all the rage these days...

Hundreds of companies have sprung up like mushrooms after a damp night, telling you that they have the right stuff.

Most don't, trust us.

We're here to show you what to look for, and what is just noise.


TIN

TIN

Humans have been very good at mining Tin for a very long time.

This has resulted in a significant depletion problem, and falling mining head grades at some of the worlds largest producing mines.

We are consuming Tin more rapidly, than we are able to bring on new economic supply.

This weakness in supply has been accentuated by recent (2008) changes in globally accepted environmental practices, which have forced electronics manufacturers to abandon long-standing lead-based solders, for tin-based solders, creating a significant increase in demand, and demand growth.
 

LITHIUM

LITHIUM

In 2011, we were among the first to publish capital markets research specifically on the lithium market.  

Only a few serious players remain from the days of the lithium bubble, but the underlying market fundamentals (pricing, demand), has improved substantially.


PGM

PGM

Among numerous other industrial uses, PGMs are in every car produced today, and the key supplier regions for this critical (and precious) metal, are turbulent and volatile on the best of days.

New, stable supply sources, need to be developed.

BORATES

BORATES

A rare and highly necessary family of commodities used in the production of E-glass and other borosilicate glasses required to make fiberglass mats, insulation, and thermal shock resistant labware and cookware.  Borates are used in hundreds of applications and are becoming increasingly hard to get.

 

DISRUPTIVE INNOVATIONS

DISRUPTIVE INNOVATIONS

We are constantly looking for stories that can flip a mature market on its head.

This category is somewhat sector-agnostic.  Titanium dioxide, Fuel Cells, Solar, new material processing technologies, etc.

These types of stories require an extreme degree of scrutiny, and no one can tell you with absolute certainty that they will work... (not even us).

We have in-house technical expertise that can quickly cut the wheat from the chaff, to greatly improve your odds with these types of companies.