Will Your REEs Suffer Molycorp Contagion? Chris Berry Advises Patience

Molycorp’s poor performance has impacted the entire rare earth sector. Until the rare earth element “super-cycle” gains steam again, investors need to reset their expectations. In this exclusive Critical Metals Report interview, Chris Berry of House Mountain Partners discusses what really matters in a rare earth element company, and why investors should exercise . . . → Read More: Will Your REEs Suffer Molycorp Contagion? Chris Berry Advises Patience

Lithium Demand Will Spike: Daniela Desormeaux

Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium’s demand timeline. In this exclusive interview with The Energy . . . → Read More: Lithium Demand Will Spike: Daniela Desormeaux

Lithium Investment to Power Portfolios: Daniela Desormeaux

The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if . . . → Read More: Lithium Investment to Power Portfolios: Daniela Desormeaux

Chris Berry: Big Multiples Expected for Patient Lithium Investors

Although lithium equities have not elevated moods much recently, House Mountain Partners founder Chris Berry makes his case that over the longer term the element will be in such strong demand for the electric vehicle (EV) revolution that investors will no longer be able to ignore explorers and emerging producers. The crucial growth . . . → Read More: Chris Berry: Big Multiples Expected for Patient Lithium Investors

Jonathan Lee: Gray Metal Driving Green Revolution?

Vanadium, a gray metal mainly used as an additive to steel, could see a jump in demand as new technologies emerge in energy storage. In this exclusive interview with The Gold Report, Jonathan Lee, a battery materials and technology analyst with Toronto-based Byron Capital Markets, talks about which vanadium . . . → Read More: Jonathan Lee: Gray Metal Driving Green Revolution?

Ken Reser: Manganese, a Major Growth Opportunity

After working in the gold mining industry for many years, consultant Ken Reser has turned his attention to special opportunities in minerals of strategic importance to North America and Europe. In 2004, he developed an early interest in molybdenum as a vital resource, and then in 2007 became intensely interested in manganese as . . . → Read More: Ken Reser: Manganese, a Major Growth Opportunity