Who Profits if the Chinese Set to Weaponize Rare Earths Besides Devaluing the Yuan against the US in Their Trade Dispute

Published by

Martin Signer activities: Managing Director, IR, test, Testing, Testing, Participant, Partner, Media partner, Media partner, Event manager, Events, Tester, Event listing, Tester, IR, IR, Test, Managing Director, IR, IR, IR, IR Partner, Partner, Employer, IR, IR, IR, IR, IR, IR, IR, IR, Managing Director, Managing Director

Aug 11, 2019

For companies in the rare earths business - like Scandium from Imperial Mining Group Ltd.  (IPG: TSX-V) - the intensifying US-China trade dispute will be closely observed, as the Chinese are looking at their rare earth dominance as a trade weapon against the US. They have also threatened to seek out alternative trading partners for their exports. These developments will be very positive for rare earth developers (including scandium) such as Imperial.  Recent news articles (August 5th and 9th) on this matter like:

support this view.

Crater Lake is uniquely enriched in scandium and rare earths compared to other geologically similar bedrock deposits, with grades of up to 1,600 ppm Sc and up to 9.0% total rare earths and potential for large tonnages.

Scandium is contained in two minerals that can be readily pre-concentrated using magnetic separation techniques then shipped elsewhere for hydrometallurgical extraction of the scandium. Preliminary work indicates that Imperial will have advantages in terms of overall costs of recovery allowing Imperial to offer its scandium product at a lower price point than its competitors but further process test work is required to confirm this potential. Further, the resource is located to the north of the Saguenay region of Quebec, the center for aluminum production in Canada providing ready them with a potential local source of scandium for production of Sc-Alloys.


Articles authored by Martin Signer

Published: Jun 4, 2020

Published: May 17, 2020

Published: May 12, 2020

Published: May 11, 2020

Published: May 6, 2020

Published: Apr 27, 2020

Published: Apr 26, 2020

Published: Apr 15, 2020

Published: Apr 6, 2020

Published: Mar 24, 2020

Published: Mar 18, 2020

Published: Mar 18, 2020

Published: Mar 18, 2020

Published: Mar 9, 2020

Published: Mar 6, 2020

Published: Mar 4, 2020

Published: Mar 2, 2020

Published: Feb 24, 2020

Published: Feb 18, 2020

Published: Feb 11, 2020

Published: Feb 9, 2020

Published: Jan 17, 2020

Published: Jan 7, 2020

Published: Jan 3, 2020

Published: Dec 25, 2019

Published: Dec 18, 2019

Published: Nov 26, 2019

Published: Nov 6, 2019

Published: Oct 20, 2019

Published: Oct 12, 2019

Published: Oct 11, 2019

Published: Oct 3, 2019

Published: Oct 2, 2019

Published: Oct 1, 2019

Published: Sep 29, 2019

Published: Sep 29, 2019

Published: Sep 19, 2019

Published: Sep 16, 2019

Published: Sep 14, 2019

Published: Sep 5, 2019

Published: Sep 3, 2019

Published: Aug 30, 2019

Published: Aug 29, 2019

Published: Aug 15, 2019

Published: Jul 21, 2019

Published: Jul 8, 2019

Published: Jun 29, 2019

Published: Jun 11, 2019

Published: May 22, 2019

Published: May 5, 2019

Published: Apr 21, 2019

Published: Apr 19, 2019

Published: Mar 28, 2019

Published: Mar 16, 2019

Published: Mar 16, 2019

Published: Mar 6, 2019

Published: Feb 25, 2019

Published: Feb 24, 2019

Published: Feb 7, 2019

Published: Apr 20, 2018

Published: Feb 18, 2018

Published: Feb 7, 2018