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Code Monkey
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re: Rare earth supply chain: Industry’s common cause
Code Monkey   10/25/2010 9:40:57 PM
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China remembers the lessons of Standard Oil. Dog eat dog is no longer just about what's on the menu. That should offer a clue about doing business with China.

Me2
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re: Rare earth supply chain: Industry’s common cause
Me2   10/25/2010 8:27:16 PM
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"I know one of the problems in Afghanistan is no shipping ports" Another would be the Taliban. Not sure the Taliban would allow such an industry to exist if they were not in control of where the profits went.

Me2
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re: Rare earth supply chain: Industry’s common cause
Me2   10/25/2010 8:25:26 PM
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And begin recycling in the US!

EVVJSK0
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re: Rare earth supply chain: Industry’s common cause
EVVJSK0   10/25/2010 7:37:53 PM
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Sorry, didn't have time to read the whole article, but I believe Afghanistan has some Rare Earth Deposits. This might be an opportunity for that country to mine and prepare these elements for consumption in other countries. I know one of the problems in Afghanistan is no shipping ports, but if minerals were refined, they could probably be flown out relatively inexpensively. It might give Afghans a way to produce something other than Opium.

DSL
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re: Rare earth supply chain: Industry’s common cause
DSL   10/25/2010 7:36:03 PM
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The Russian group Rusnano is looking with great interest at this market. Russia has the largest know deposits of rare earth materials (11 time zones). Rare earth ventures in Russia are on the rise. While this non-shortage may soon be a non-issue - it would be good for American companies to be in the mix - now mainly German and Chinese.

R_Colin_Johnson
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re: Rare earth supply chain: Industry’s common cause
R_Colin_Johnson   10/25/2010 4:17:36 PM
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When I polled semiconductor, LCD and other electronics manufacturers regarding their plans on dealing with rare earth shortages, it was like pulling teeth--nobody wanted to comment. At first I thought this was because people were afraid that the Chinese would curtail exports to their company, but over-and-over I got the same excuse--rare earths are used in such small quantities in electronic devices that even the higher prices caused by shortages won't affect end-user prices of manufactured devices. Unfortunately, even if that is true--and I don't think it is true about all devices, such as nickel-metal-hydride batteries--it still does not explain people's reluctance to comment. What do you guys in the trenches here? Have you heard of any contingency plans regarding rare-earth scarcity at your company?

paul.delamusica
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re: Rare earth supply chain: Industry’s common cause
paul.delamusica   10/25/2010 3:25:04 PM
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The Chinese are damned to sell and dammed not to sell. Let us bring this industry back, starting with this one, then move on to shoes and shirts. Have you done any needle work lately? Coming to a site near you: http://www.raremetalblog.com/2010/08/blog-charn-comments-on-analysis-rare-earth-monopoly-a-boon-to-chinese-clean-tech-firms.html?cid=6a0120a6002285970c0134865006cd970c

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