Tag Archives: Rare Earth

Rare Earth Day 3.0

Posted on October 27, 2010 by macromon

The Rare Earths continue to rock today in a down market as the story unfolds.  Germany announced yesterday the rare earth supply shortage is starting to hit their industrial base.  The Chinese canceled a three-way high level meeting with Japan … Continue reading →

Posted in Black Swan Watch, BRICs, China, Commodities, Geopolitical, Gold, Rare Earth Elements | Tagged , , , | Leave a comment

Did the Chinese Drop a Rare Earth Trade Bomb?

Posted on October 20, 2010 by macromon

Call us paranoid, but what would you conclude from the following headlines: Oct. 15:  U.S. launches trade investigation into China’s green tech sector – Xinhua Oct 19:  China to limit exports of ‘rare earth’ minerals vital to energy tech – … Continue reading →

Posted in Black Swan Watch, BRICs, China, Currency, News, Policy, Politics, Sovereign Risk | Tagged , | 1 Comment

Rare Earth Stocks Up Big on China Restrictions

Posted on October 19, 2010 by macromon

China announced further limits on its Rare Earth exports today.  The country controls 97 percent of the world’s supply, which are critical for hi-tech products, including smart phones, hybrid and electric vehicles,  and cruise missiles.   Hard to read if … Continue reading →

Posted in China, Commodities, Currency, Geopolitical, Politics, Rare Earth Elements, Sovereign Risk, Uncategorized | Tagged , , , , | 2 Comments

Rare Earth Day 2.0

Posted on October 18, 2010 by macromon

Take a look at Rare Earth (not the band) today.  Lots of market buzz as Molycorp (MCP) up over 10 percent and Rare Earth Elements (REE) up over 22 percent.  Recall our take on the Rare Earth trade as “gold … Continue reading →

Posted in Commodities, Geopolitical, Gold, Politics, Rare Earth Elements, Sovereign Risk | Tagged , , , , | 2 Comments