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 [转帖] 中国的稀土外交 |
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[转帖] 中国的稀土外交 -- 找北 - (2620 Byte) 2010-11-04 周四, 09:08 (1728 reads) |
高树
头衔: 海归准将
声望: 学员
性别: 
加入时间: 2007/03/13
文章: 489
来自: 美国加州旧金山湾区
海归分: 121480
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作者：高树 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
Why We Care About Rare-Earth metals
by Ryan Cole, Contributing Editor, Taipan Daily
China's rattling its saber... but there's reason for optimism
In the news recently, it hasn't been hard to find plenty of stories worried about the future of rare-earth metals.
These materials are, obviously, relatively hard to get... and they're becoming more important to a wide variety of industries.
Computers use them. Phones use them. Autos use them -- and they'll be needed in much greater abundance as more vehicles become hybrids or plug-ins; rare-earth metals are essential for the advanced batteries and electric motors in hybrids.
And China has a near-monopoly on supply. Right now, China produces around 97% of all rare-earth metals, and it's not scared to use that control to its advantage.
During a recent spat with Japan, China cut off all rare-earth metal exports until Japan backed down. During recent disagreements with Western nations, there was concern that China could cut exports of the metals -- further, that is.
As things stand now, China has been reducing exports 5 -10% a year, at the time when demand is increasing exponentially and prices are jumping wildly. The New York Times even reported that China was quietly redirecting rare-earth shipments bound for the U.S.
Some have thought China's actions with rare-earth metals were similar to OPEC tactics (Deng Xiaoping himself compared China's metal finds to Middle East oil). To my eyes, China is acting more like Russia.
Whenever Russia doesn't like something politically, it threatens -- or actually -- cuts off its vast natural gas exports. The rest of Europe can't survive without those supplies, so Russia often gets its way through bullying.
That's exactly what China's started doing.
However, there is hope for some relief -- and China's bad behavior is directly responsible for the rush to alternatives.
97%, And Shrinking
Yes, China currently produces 97% of the rare-earth metals now mined.
But two-thirds of those metals actually reside outside China.
In the 1980s and 1990s, China aggressively mined rare-earth metals, seeing them as a very lucrative find. China had the good fortune of undergoing a massive infrastructure build out late enough in the game that the worth of rare-earth metals was obvious.
By contrast, there was a massive rare-earth metal find in California in 1922 -- but they were thought worthless at the time.
Not so anymore. One huge mine has been the sight of some waste spills, but clean up is now being accelerated to get at the huge horde of rare-earth metals already known to be there.
Idaho is also home to large known lodes of the metals. Congress is now discussing a large influx of loans to speed up the process of getting these metals out of the ground and to our businesses -- thereby reducing our dependence on China's caches.
The long and the short of it is, there's a huge influx of cash on the way to companies controlling America's sizable rare-earth metal deposits.
One thing's for sure: You shouldn't sit on this opportunity. Once Congress starts supplying emergency funding, you can bet the media will be all over these profits -- and the chance at large early profits will be gone.
Now's the time to act. And to help you take the next step we've prepared a Free Investment Strategy Webinar for you on the situation... and we've included the companies now poised for a massive jump in profits. This webinar is totally free to you. All you have to do is sign up here to get access to it.
作者：高树 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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 [转帖] 中国的稀土外交 -- 找北 - (2620 Byte) 2010-11-04 周四, 09:08 (1728 reads) - 看看美国人怎么说 -- 高树 - (3681 Byte) 2010-11-04 周四, 12:05 (468 reads)
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