2014 promising rare earth, uranium and graphite

In the international rare earth industry , China 's dominant position in the long term . In order to change the mining sales dispersed , international pricing of the status quo is not strong , led by China 's Ministry of Industry Week , develop rare large group "1 +5" pattern. For a long time the rare earth industry consolidation " thunder, little rain ," in pushing the new leadership , this integration may soon essay . This information is rapidly becoming a hot topic in the international rare earth industry that in 2014 international prices of rare earth stabilization and recovery is a foregone conclusion . It also gives the profitability of the international production of rare earth mining companies to bring a turning point.

As China's largest rare earth production outside suppliers, the United States Molybdenum (Molycorp, NY: MCP) turnaround should be the most significant. Before the downturn affected by rare-earth prices , the U.S. Molybdenum huge loss last year , stocks also fell for the continuation of the last two and half years . The company's 2014 Bass Hill (Mountain Pass) mine will resume production and full production , multiply the rare earth prices rise in the east, the company's profitability will be greatly improved. Linus Australian company (Lynas Corp, ASX: LYC) in Australia Velde mountain (Mount Weld) mine and processing plant in Malaysia was started in 2013 , the year the company's operations will also be a good time to catch up with the price of rare earth recovery .
International mining of rare earth market power awaited . Russia said it would cost $ 1 billion rare earth exploration and development carried out in order to get rid of dependence on China. In Canada, the rare earth exploration progress smoothly , mining development has had a timetable , the country's mining sector is expected that by 2018 the country will account for 20% of global rare earth production share is expected to significantly erode the share of China 's absolute leader . However, the capacity of these countries to form , there is a good time for many years , not the next one to two years would constitute an international rare earth prices repression .

Uranium is a resource that we have long observed species . 2014 , we expect to see an international uranium prices stabilized warmer. The most important is the increased demand . Chinese inland nuclear power plant construction plans in abeyance , but still great possibilities for future restart . The relatively clear demand from Japan's 14 nuclear power plants to restart , and the United Arab Emirates 16 new nuclear power plants . According to our statistics, international analyst for the average 2014 price forecast international uranium was $ 45 per pound , compared to $ 35 in price , which means there will be a 29% upside. 2015 will amount to $ 60 per pound in 2016 after a long and reasonable price of about $ 70 per pound . If we look farther , to 2020, global demand for uranium will rise to 2.4 to 260,000,000 pounds , and will supply only 200 million pounds . In this context , Canada is engaged in the Athabasca Basin uranium exploration and mining of high-quality companies will have the opportunity , like uranium industry investment company Uranium Participation (TSX: U) , etc. The company has a unique business model is also of concern .

Middle of last month , accounting for 10 percent of global production of graphite Pingdu 55 graphite manufacturers were ordered to stop production due to environmental issues , is expected to resume production until June of this year . With the steady growth in global demand is expected to rebound in 2014, prices began to graphite , 2015, 2016 is expected to see the obvious gains. In Quebec, Canada, Sri Lanka and engaged in the exploration of the monarch and carbon graphite industry (Saint Jean Carbon, TSXV: SJL) concern.

In the energy sector , in 2014 the international thermal coal supply to keep up with demand , prices have upside .

Since labor costs remains high, deeply troubled by the strike , large mechanized mining companies seek to replace artificial wishes very strong , especially in large open-pit mining operation , which will stimulate demand for open pit mining machinery . This program has been going on for years and try , in 2014 we expect to see progress in the labor tensions African countries.


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