GLG News by Metal Recycling Experts

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

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,.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

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?

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

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.”

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

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.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Access to the Limited Global Supply of Tellurium is Critically Important

December 5, 2010

Analysis of: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.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Ultimately, EVs, and No Lithium , Please, says Honda

July 21, 2010

Analysis of: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.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

TransCanada and the Future of Reliable Economical Energy Supplies for the USA

July 5, 2010

Analysis of: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.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

China's Currency Valuation Change and the Rare Earth Mining Sector

June 19, 2010

Analysis of: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.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

China Seeks Self Sufficiency in Automotive Exhaust Emission Catalytic Converters

May 25, 2010

Analysis of: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

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Price Discovery Mechanism Proposed for Rare Earth Metals

February 13, 2010

Analysis of: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.

Page : 12345678910Next1 to 10 of 444