Rare Earth Mining Stocks Still Have Room to GrowBy Jeb...

Rare Earth Mining Stocks Still Have Room to Grow
By Jeb Handwerger May 18, 2011

Manufacturers need the rare earth ore and are willing to pay for it on the world markets

"...We may begin to see a race to control these heavy rare earth assets in mining friendly jurisdictions while this divergence exists between the price of ore and the mining shares. These manufacturers -- through the support of their governments -- will find available supply by strategic acquisitions and agreements. Personally, I am looking for the critical heavy rare earths outlined by the US Department Of Energy -- such as dysprosium, terbium, and europium -- which are seeing critical supply constraints.

The West is struggling to gain supply for the next few years and some of the undiscovered gems with the crucial heavy rare earths will not last long at these price levels. Molycorp had better move fast to gain assets before people realize that their Mountain Pass deposit does not contain the critical heavy rare earths, just the light rare earths which Goldman Sachs recently revealed there may be a surplus of. Not all mines are created equal."


http://www.minyanville.com/businessmarkets/articles/rare-earthg-metals-rare-earth-stocks/5/18/2011/id/34613