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Old 01-09-2012, 02:48 AM
Sparty Sparty is offline
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Default ALK, LYC, GGG, ARU specific mention by US D.O.E

ALK, LYC, GGG, ARU specific mention by US D.O.E

The excerpts below should serve to re-focus investors minds re ASX listedAustralian Rare Earths companies. Most will have recognised that substantial jaw-boning has taken place over recent months, perhaps with the intention of driving down the share price of several target companies. Investors need to understand which companies have what and that information can be found on our www.australianrareearths.com site. The article below in conjunction with that information will allow investors to sort the chaff from the wheat and show which Australian companies are pivotal, especially in the H-REEs.



  • The US Department of Energy CRITICAL MATERIALS STRATEGY Dec 2011... PDF

    As part of the U.S. Department of Energy (DOE)?s work to position the United States to lead in the production of clean energy technologies, we are releasing our 2011 Critical Materials Strategy. The report builds on DOE?s previous work in this area and provides updated analyses on a range of topics. The report finds that many clean energy technologies depend on raw materials with potential supply risks. The report identifies strategies for addressing these risks and provides background that may be helpful for stakeholders working in this area.
    Executive Summary This report examines the role of rare earth metals and other materials in the clean energy economy. It is an update of the 2010 Critical Materials Strategy, which highlighted the importance of certain materials to wind turbines, electric vehicles (EVs), photovoltaic (PV) thin films and energy-efficient lighting. The 2011 Critical Materials Strategy includes updated criticality assessments, market analyses and technology analyses to address critical materials challenges. It was prepared by the U.S. Department of Energy (DOE) based on data collected and research performed during 2011. The report?s highlights include:
    • Several clean energy technologies?including wind turbines, EVs, PV thin films and fluorescent lighting?use materials at risk of supply disruptions in the short term. Those risks will generally decrease in the medium and long terms.
    • Supply challenges for five rare earth metals (dysprosium, neodymium, terbium, europium and yttrium) may affect clean energy technology deployment in the years ahead.
    • In the past year, DOE and other stakeholders have scaled up work to address these challenges. This includes new funding for priority research, development of DOE?s first critical materials research plan, international workshops bringing together leading experts and substantial new coordination among federal agencies working on these topics.
    • Building workforce capabilities through education and training will help address vulnerabilities and realize opportunities related to critical materials.
    • Much more work is required in the years ahead.

    This report focuses on several clean energy technologies expected to experience high growth in coming years. The scenarios presented are not predictions of the future. Future supply and demand for materials may differ from these scenarios due to breakthrough technologies, market response to material scarcity and other factors. This analysis is intended to help inform policymakers and the public.

    Criticality Assessment

    Sixteen elements were assessed for criticality in wind turbines, EVs, PV cells and fluorescent lighting. The methodology used was adapted from one developed by the National Academy of Sciences. The criticality assessment was framed in two dimensions: importance to clean energy and supply risk. Five rare earth elements (REEs)?dysprosium, terbium, europium, neodymium and yttrium?were found to be critical in the short term (present?2015). These five REEs are used in magnets for wind turbines and electric vehicles or phosphors in energy-efficient lighting.

    Other elements?cerium, indium, lanthanum and tellurium?were found to be near-critical. Between the short term and the medium term (2015?2025), the importance to clean energy and supply risk shift for some materials (Figures ES-1 and ES-2)





    The report also signals out 12 companies ina "Market Cap" analysis:
    Most currently active rare earth ventures are publicly traded, usually on U.S., Canadian, Australian or Chinese exchanges. Successful public flotations require fairly advanced operations with proven resources, a bankable feasibility study and often customer contracts or off-take agreements in place that ensure some level of revenue.

    Visit: www.australianrareearths.com for information on Australian rare earth companies etc.

 

Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.

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