China's Rare Earth Export Quotas: Some Observations

Posted on 1/16/2012 7:00:00 AM

A lot of attention is being paid in the news media to China's recent announcement of its rare earth export quotas for 2012. Nearly all of that coverage focuses on whether or not the export quotas will be higher or lower than 2011's quotas, and what impact that may have on forward pricing for rare earths. This focus misses what's really going on in China with regard to rare earths. Let me share a few observations from Molycorp's perspective in the wake of this announcement.

The Revolutionary Potential Of XSORBX™ for Molycorp

Posted on 1/3/2012 7:45:00 AM

Among the most important technological innovations Molycorp scientists have developed over the past decade are our proprietary XSORBX™ water treatment products.  These rare-earth-based materials have the potential to improve and save lives across the globe.  But they also are critical to Molycorp’s long-term success, as they are helping us find high-value sales outlets for the cerium we produce.

A Key Milestone in Molycorp's Heavy Rare Earth Strategy

Posted on 12/21/2011 7:40:00 AM

We received some great news last week. The Bureau of Land Management has authorized us to begin test drilling at an occurrence of heavy rare earth elements (HREE) near Mountain Pass. This is an important milestone in our broader HREE strategy. Drilling operations are underway.

Observations on Events of the Past Week

Posted on 11/13/2011 11:57:00 PM

Molycorp remains on track with its accelerated Project Phoenix and posted record financial results in every category when it announced its 3Q results last week.  However, our stock price went down.  I would like to offer some views on this and further clarification on several points.

The Many Benefits of Project Acceleration

Posted on 10/22/2011 6:55:00 PM

The decision last week by Molycorp to accelerate the initial start-up of our new, state-of-the-art rare earth processing facility at Mountain Pass, California will help Molycorp deliver more product to our customers sooner.  But it also will deliver a number of other powerful benefits.

Observations on Recent Events -- and What They Mean for Molycorp

Posted on 9/21/2011 1:00:00 PM

I get a lot of questions about the rare earth industry wherever I travel around the world.  That's not surprising, given that this industry is quite complex, multi-faceted, and sometimes difficult to fully understand for those who don't follow it daily.  Here are some observations about recent events that I hope you find informative.