HiCanadians and North Americans seem to be looking for safe...

Hi

Canadians and North Americans seem to be looking for safe havens for their investment money and are particularly interested in the Rare Earth group of minerals. This is an excerpt from an article in 'Goldseek'


...................

In mid-April 2010 Richard Karn is embarking on a six- to nine-month trip circumnavigating Australia by four-wheel drive to evaluate 30 to 40 remote precious and specialty metal resource projects and to recommend the stocks of companies that are well positioned to supply burgeoning market demand for these critical metals.
Karn is managing editor of The Emerging Trends Report [www.emergingtrendsreport.com]

I found this part interesting and relevant to an atomic renaissance:

"TGR: Any last thoughts?

RK: Even this early in our survey, interaction with Australian mining companies has led us to broaden the scope and range of our specialty metal interests.

Zirconium was not on our original list of 41 precious and specialty metals, 42 if you include gold, we came to Australia to investigatebut it should have been and is now.

>>>> Specialists we have spoken with are projecting a production shortfall by as early as 2015, driven primarily by China and emerging market demand, which may be amplified by a potential nuclear energy revival: zirconium metal's primary use is in nuclear fuel rods, and its byproduct hafnium's primary use is in control rods. <<<<


It is critical to keep in mind that by and large, the higher up the value-added chain a manufacturer is, the more dependent they are on the unique properties of these precious and specialty metals; further, an economic recovery and future expansion in the U.S. and OECD is simply not possible without them and in fact may be predicated on continued, secure access to these metals.


Looking good for REE and U-shares, don't you think?


Cheers

Taurisk