INN: Rare Earths Market 2015 Q&A with Ryan Castilloux

Jul. 28, 2015

Concentrate prices a good indicator of where individual oxide and metal prices heading

Recently, Adamas Intelligence spoke with the Investment News Network about the outlook for the rare earth market in 2015 and beyond.

Among the key points emphasized during the discussion were:

  • While China’s replacement of export quotas with a strict and complex export licensing system may superficially satisfy its obligations as a World Trade Organization member, the shift has arguably increased China’s ability to control, limit and micro-manage exports of rare earths while increasing uncertainty and risk for buyers outside of China.
  • Market followers, participants and investors should keep a keen eye on the price of concentrates in China to get a sense of which direction prices will move in the near-term. Because the lead time to transform ore to concentrate to separated oxides and metals can take several months or more, the prices of concentrates can serve as a great indication of where individual rare earth oxide and rare earths prices will ultimately head.

Read more in the above-noted article from the Investment News Network.

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