China's Currency Valuation Change and the Rare Earth Mining Sector
June 19, 2010
China Signals a Gradual Rise in Value of Its Currency | www.nytimes.com
China, today, June 19, 2010, announced that its national currency, the renminbi, will from now on be linked to the value of a "basket" of currencies rather than "just" the US dollar. Rare earth mining entrepreneurs outside of China will tell you that this is now a reason to buy into their ventures or to support IPOs for them. But I think there is another side to the coin. One that should give investors looking at the rare earth mining sector pause.
China Seeks Self Sufficiency in Automotive Exhaust Emission Catalytic Converters
May 25, 2010
China seals African platinum deal | www.ft.com
China is now the largest producer of motor vehicles of any one country; it has almost certainly already surpassed the United States for that title permanently. In 2009 China produced 13.5 million motor vehicles; it is predicted that this production rate will reach 18 million per annum by 2015; and 21 million per annum in 2020.The exhaust from internal combustion engines using hydrocarbon fuels is cleaned by catalytic converters using the properties of platinum, palladium, and rhodium
EADS posts a loss and cancels its dividend
March 10, 2010
In August 2009, I have contributed an analysis and predicted that EADS is in for hard time in the next couple of years and here it is, the Euro 1.5B net profit in 2008 was turned into a net loss of Euro 763M and the cancellation of dividend, an extreme measure for a European /government owned company. The worse is yet to come as the company speeds ups production and invades its backlog.
Arrow Trucking --follow ups thoughts on its real troubles
March 8, 2010
I wrote my analysis in January commenting on a company that did violated a Federal law of plant closure and the obligation of its Directors and Officers to exercise prudence in care and loyalty ot the various stakeholder,but as the regulators state now, this is a Chapter 7 filing without a precedent where the company assets and Liabilities are unknown, & no officers appeared in court or offered any explanation and where the secured lenders were defrauded..its sounds more than chapter 7.
Solar Energy is one pillar of future energy...Ivanhoe in Mojave is just a start
March 7, 2010
[USA] DOE Funds Huge Solar Project ($1.37b) | www.technologyreview.com
Our planet is certainly in need of more generation in the coming decade estimated at an additional 70-100GW .As conventional generation in fossil and others lose steam, Solar,Wind will fill the gap..lets gear up to this idea..less expensive, cleaner and independent energy generation is in our national interest..I hope that California is listening.
Price Discovery Mechanism Proposed for Rare Earth Metals
February 13, 2010
Electric Motors, Made to Order | www.nytimes.com
There has been talk of setting up ETFs for rare metals, in particular for the rare earth metals, for the last two years. The waiting period for this type of price discovery mechanism for some of the rare metals, at least, may be over.
February 2, 2010
Stainless Steel Market Reaches a Crossroad | www.azom.com
- Recovery in European economy will be slow- Stainless steel market will pick up when it will be evident signs of recovery in the end-use markets- Increase in raw material prices probably not sustainable in the medium term.
Science, not Politics, Will Lead the Way
January 26, 2010
Analysts says frac rules unlikely | www.upstreamonline.com
The analysts conclusion that ExxonMobil and other shale-gas producers will not be subject to extra costs to comply with environmental regulations and restrictions is either at least very premature, or at most wrong.
Problems will indeed emerge for Arrow Trucking
January 14, 2010
Further Problems Emerge for Arrow Trucking | www.truckinginfo.com
Violating the WARN Act and the State Wage Payment law are serious matters where , if proven, Directors and Officers at a company such as Arrow can be held personally Liable...
Will GM tell us please if the Volt's Miles per Charge is Temperature Dependent?
January 13, 2010
GM Unveils Plans for New Hybrid, Again | www.forbes.com
Before a single Volt is sold to a real customer off of a showroom floor GM is announcing again that they are going to expand their offerings of this "extended range" hybrid powertrain in a Cadillac this time rather than as a Buick or as a Saturn the time before.I have a simple question for GM to answer before anyone at all buys a Volt.
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012
It's too early in the game to write off Shtokman
December 8, 2011