The Impact of the Japanese Earthquake on the Demand for Rare Earths 1/2 of 2011
March 14, 2011
The second largest demand for rare earths is that of the Japanese domestic manufacturing industry (the first is that from the Chinese).Chinese production (global supply) of rare earths will not be affected by the Japanese earthquake. Japanese demand for the rare earths will decrease in the near term.Will the Chinese move to increase their market share of rare earth using end products? Perhaps, but that is not an immediate concern,.
The Effect on Neodymium and Dysprosium Supply of China's Domestic Growth
March 13, 2011
China's green-tech/cleantech growth targets as stated in the just-put-into-effect 12th five-year plan are ambitious. What is their effect on China's domestic demand for the two most important rare earth metals, neodymium and dysprosium?
Understanding the Low Prices of the Rare Earths in China Itself
February 27, 2011
Li Gang, Deputy Gov. of the Peoples Bank of China said on Sat, Feb 26,2011 “In addition to boosting the flexibility of the yuan exchange rate, China also should adjust resource prices to address imbalances,” he said, “as many resources are still traded in China at below their natural prices[ Emphasis added by me]. China also should boost wages and social benefits to lift consumption, step up its enforcement of environment regulations and undertake other structural reforms to address imbalances.”
Why Toyota and Daimler Looked At And Passed On Tesla
February 26, 2011
It is far cheaper for Global 1000 manufacturers to pay technology developers for a look-see at their wares than to try and develop tens of thousands of even good ideas in-house. Toyota and Daimler follow this rule of limiting their costs on reserach and development.For this reason, primarily, they both paid some money or, in the case of Toyota, gave a discount to Tesla for a look at its battery use technology.Neither one seems to have been impressed.The pump and dump press has ignored this.
Heritage Oil Announces Discovery of a Major Gas Field in Kurdistan, Iraq
January 30, 2011
Heritage finds Iraq giant | www.upstreamonline.com
Following completion and testing of the Miran West-2 well, a major gas discovery in the Kurdistan Region of Iraq, Heritage Oil estimates the Miran West structure has P90-P50 gross in-place gas volumes of between 6.8-9.1 trillion cubic feet (TCF) with 42-71 MMbbls of condensate and 53-75 MMbbls of oil.The well results have confirmed three additional pay zones within Lower Cretaceous and Jurassic formations, in addition to the pay zone identified in the Upper Cretaceous in the Miran West-1 well.
Access to the Limited Global Supply of Tellurium is Critically Important
December 5, 2010
First Solar to Acquire 5N Plus to Access Tellurium? Is global tellurium supply really an issue? | www.greentechmedia.com
Even though the supply of all chemical elements in the universe is infinite with regards to the needs or uses for them known by the human race, nonetheless the limited supply of tellurium present at or near the earth's surface, that part of the world in which we do and can mine and recover it , is very limited.The amount of tellurium that can be obtained, not the total amount produced, by any one user, such as First Solar (FSLR), is the limiting factor to their production rate.
Ultimately, EVs, and No Lithium , Please, says Honda
July 21, 2010
Honda Discovers Cars With Cords | www.wired.com
Honda, the world's largest manufacturer of internal combustion engines, and the first to market a hybrid powertrain equipped personal passenger car, has now committed to entering the rather confused electrified vehicle market place with a range of powertrains to supercede the one, a nickel metal hydride battery using gasoline/electric hybrid that it has been marketing since 1997.Siimultaneously Honda announces that it remains committed to a fuel-cell based powertrain as the ultimate goal.
TransCanada and the Future of Reliable Economical Energy Supplies for the USA
July 5, 2010
TransCanada: Oil Sands Exports Will Go To Asia If Blocked In US | councils.glgroup.com
American exceptionalism has added the dimension of exceptional stupidity with regard to our securing of future energy supplies. TransCanada has responded as a rational entity to the confused hypocrisy now dominating the American government about economics in general, and energy efficiency and self-sufficiency in particular.
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.
GeoGlobal Resources (GGR) Pursuing 4 Offshore Israel Oil & Gas Licenses
June 5, 2010
GeoGlobal Appointed Operator for Myra & Sara Offshore Israel Oil & Gas Licenses | www.prnewswire.com
GeoGlobal Resources has been appointed operator for 2 Offshore Israel Oil & Gas Licenses 347 "Myra" and 348 "Sara" in the Eastern Mediterranean Sea. The company has applied separately for the "Samuel" and "Michal" (within "Benjamin" permit area) Licenses within the territorial waters of the State of Israel. These new permit areas are located in the highly prospective area of the Levantine Basin near the recent 6.3 TCF Tamar 1, Tamar 2, and the Dalit Natural Gas Discoveries by Noble Energy Inc.
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