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List 10 rare earth elements investing


list 10 rare earth elements investing

Around 10% of permanent magnets. (4 kt neodymium) were used for wind turbines, notably offshore turbines and Chinese onshore turbines. EV and wind turbines. Rare Earth Elements (REEs), also called rare earth metals and rare earth oxides, additional lines of business from a list BIS provided (see Appendix 1). Number 1: (tied) Lynas Rare Earths (LYC: ASX) and MP Materials (NYSE: MP) ; Number 2: Australian Strategic Materials (ASX: ASM) ; Number 3: Neo. RBC WOROBETZ PLACE SASKATOON BLADES

Recent milestones include successfully producing a neodymium iron boron NdFeB alloy from a ferro-neodymium FeNd permanent magnet alloy which was also produced by ASM — no small feat. The company is certainly proving their technological capabilities! ASM is moving along a well-planned timeline to have the Dubbo rare earths mine in production in later , including project financing which is expected to be concluded around mid Number 3: Neo Performance Materials TSX: NEO You can have the best project in the world, the cheapest extraction costs and be in the best markets, but the secret of every successful company boils down to just one thing — it is only ever about the people.

In the case of Neo , I am of course referring to the fact that world-renowned rare earths executive, Constantine Karayannopoulos, took the helm as President and CEO at Neo in July Notwithstanding, Neo has many things going for it, including the only other rare earths processing facility in the world that is not in China it is located in Estonia. In addition, the company has 11 manufacturing facilities around the world and is a world leader in innovation and the production of permanent magnet powders, through its Magnaquench business unit.

Number 4: Energy Fuels Inc. More importantly, in just nine months, the company pivoted to the rare earths sector and will be producing a rare earths concentrate from monazite ore sourced in the US. Going forward, Energy Fuels is engaged with a number of leading rare earths industry experts across a broad spectrum to advise the company on the rare earths segments including a technical agreement with Neo Performance Materials, a US Department of Energy contract along with Penn State University for the recovery of rare earths from coal.

The company is also working with noted rare earths industry expert Jack Lifton. Your next top companies are…….? It is going to be very interesting to see what happens outside of the top five. We are not a fan of Greenland Minerals for a couple of obvious reasons…. The company presented second-quarter financial metrics on Aug. Adjusted net income was 37 cents per diluted share compared to 4 cents in the year-ago period.

The pure-play lithium producer remains on schedule with capacity expansions. Shares are trading at On Aug. However, it is upgrading two U. As a result, it should be able to provide separated rare earth oxides directly to end users and turn certain rare earth elements into alloy flakes and magnets. Wall Street will be keeping a close eye on how less reliance on China could could contribute to top line.

TiO2 is used for various industrial and consumer products, such as paints and coatings, plastics, paper, and printing ink. The manufacturer released Q2 financials on July Management reaffirmed full-year guidance. Shares are changing hands at 4. On the date of publication, Tezcan Gecgil, Ph. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.

Tezcan Gecgil has worked in investment management for over two decades in the U.

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That alone was problem enough. But this was also a matter of national security. Rare earth metals are an integral part of cutting-edge civilian and military technology. The F fighter jet, for example, contains nearly a half ton of rare earth metals. As tensions cooled, China relaxed its regulations and rare earth prices crashed back down.

This devastated rare earth companies outside of China. The biggest example of that is what happened to Molycorp. But it was unable to service that debt when prices crashed back down. Molycorp filed for Chapter 11 bankruptcy protection in and now focuses on refining rare earth metals, as opposed to mining them. What happened with Molycorp is a prime example of what can go wrong for rare earth metal companies. China demonstrated its capacity and willingness to make sure its hegemony can and will be maintained.

For one thing, governments — including the United States government — seem to have learned that China is less than reliable as a partner. As a result, governments have issued directives to prioritize domestic rare earth production. The U. However, it will not be at market rates. A premium will be paid for basic economic scaling and the costs of production. The biggest risk for that cost of production? Rare earth mines and refineries spew out huge amounts of toxic chemicals that are incredibly expensive to sequester and dispose of, especially when it comes to surface water and groundwater contamination.

This strategic concern has opened up new opportunities for investors, who can now reenter the rare earth segment at the ground floor, but they have to assume that a premium will be paid for the supply from Western sources that are far more concerned about the environmental cost of REE production, and that introduces government intervention through tariffs and socialized business investment. Rare Earth Stocks There are some companies out there that have a good shot at producing critical rare earth elements at scale that can work on the open market, especially with some price controls.

The mine is surrounded by nearby infrastructure, services, electricity, supplies, and skilled labor, which give it the lowest construction capital requirements among its peers of large and long mine life heavy REE projects. Another interesting stock is Ucore Rare Metals Inc.

Rare Element Resources Ltd. It still needs to demonstrate processing at scale for its raw ore, which may be make or break for the company. The ETF disperses risk by investing in multiple rare earth companies around the world. Rare earth elements are commodities that are critical to our future. Smartphones, cars, jets, missiles — anything new and shiny seems to need them. But the devil is in the details for the mining operations, and China always looms as both a cause for more investment and an investment risk as it moves to secure its market dominance.

Investors will fundamentally need to consider what every country except China is willing to pay at a premium to secure their own supplies outside of the global market that China dominates. Investors will also need to consider if China will choose to flex its muscles and limit how it supplies the world, especially considering it may only accelerate its loss of market share.

Stay tuned. All rights reserved. Your privacy is important to us — we will never rent or sell your e-mail or personal information. Please read our Privacy Policy. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment advice. July 15, As technology advances, the value of the rare earth metals keeps climbing.

These 17 elements from the middle of the periodic table atomic numbers 21, 39, and 57—71 have prominent uses in manufacturing smartphones, computers, batteries, magnets, and military equipment. While not rare in quantity, they are challenging to produce, making them valuable commodities in the global market.

Due to the increasing value and industrial demand for rare earth elements, more people are looking for investment opportunities. However, investing in rare earth metals comes with challenges and risks. Keep reading to learn from the team at The Oxford Gold Group about the growing prominence of rare earth metals and how you can invest in their promising future. The Rising Rare Earth Metals Industry The demand for rare earth elements exploded in the s with the invention of the first color television.

One of the rare earths, europium, was a crucial material for creating color images. China entered the market in the s and became the leading source of rare earths within the decade. With its firm grip on the market, China began restricting its rare earth exports and caused prices to skyrocket. At this wake-up call, companies in the U. Within a few years, mines in Australia and the U. Production in other countries, such as Brazil, Malaysia, and Russia, also increased.

Types of Rare Earth Metals Rare earth metals are a group of chemical elements you can find next to each other on the periodic table, including the 15 lanthanide elements, yttrium, and scandium. All the rare earths are metals with similar properties that lead them to appear in the same geologic deposits. Despite their name, even the scarcest rare earth elements are more abundant than gold. The reason for their relatively low production is how tricky it is to mine them.

Each deposit containing rare earth metals typically has low concentrations of valuable elements, making it difficult to mine them economically. The metals except for scandium fit into two main categories: light and heavy. Light Rare Earth Metals The lightest rare earth elements according to their atomic weight include neodymium, praseodymium, europium, and lanthanum. The one in highest demand within the rare earths market is neodymium, which manufacturers use to make smartphones, electric vehicles, and medical equipment.

Praseodymium is also a significant resource for producing aircraft engines, studio lighting, and permanent magnets for data storage and wind turbines. Many light rare earth metals play critical roles in military defense manufacturing as ingredients for making night-vision goggles, guidance systems, communications, and stealth technology. Heavy Rare Earth Metals Heavy rare earth elements are less common, causing their prices to rise as demand overtakes the supply.

These metals include dysprosium, terbium, yttrium, erbium, and samarium. The first three metals on the list are in high demand for manufacturing clean energy technologies, such as hybrid vehicles and medical devices. Dysprosium oxide helps keep nuclear reactors cool, and terbium is in TV screens and solid-state hard drives.

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