Looking to get up to speed on rare earths? Here are three rare earths experts to follow.
As with any metals market or industry, there are a fair few rare earths experts that follow the market closely and provide unique insight.
Certainly, the rare earths sector can be a difficult one to follow. China is responsible for the lion’s share of the world’s rare earths production, and with 17 rare earth elements in all, it can be difficult to keep up with the different supply and demand dynamics for each metal.
To help delve into the space, here are a few rare earths experts for investors to follow. Many on the list are featured in interviews and articles on Rare Earth Investing News, so be sure to subscribe for updates.
1. Ryan Castilloux, founder and analyst at Adamas Intelligence
Founded in 2011, Adamas Intelligence provides independent and objective market intelligence on mining and metals. Specifically, the firm focuses on critical metals such as graphite, manganese and rare earths.
Castilloux has spoken at length about China and the rare earths market, and Adamas provides data and analysis on individual rare earths and companies. The firm also offers consulting services.
How to follow:
Follow Castilloux and Adamas on Twitter at @AdamasIntel, or visit the Adamas website for the firm’s latest research.
Rare Earths Market 2015 Q&A with Ryan Castilloux: Part 1
Rare Earths Market 2015 Q&A with Ryan Castilloux: Part 2
2. Jon Hykawy, president and director of Stormcrow Capital
With a PhD in physics and 14 years of experience on Bay Street, Jon Hykawy’s views on the market are certainly worth noting. Through Stormcrow Capital, he uses his extensive expertise and experience to put out careful, detailed research on a number of different companies and industries.
Stormcrow states that its aim is “to keep [its] readers and clients ahead of change, while helping them take full advantage of the volatility in the critical materials, and technology markets.” The firm also provides consulting services to public and private companies.
How to follow:
All of Stormcrow’s research on companies and industries is made freely available to the public, and may be accessed here.
Rare Earth Market Outlook 2016
Why We Need to Think Beyond Illegal Rare Earths Mining
Jon Hykawy of Stormcrow Capital Talks Rare Earth Prices 2015
3. Luisa Moreno, managing partner and senior analyst at Tahuti Global
Luisa Moreno has a background in engineering and physics, with a PhD in materials and mechanics from Imperial College London. On top of that, she has over 10 years of experience in technical and financial research, and, more specifically, she has published a number of reports on rare earths and other critical metals.
Moreno has been quoted and interviewed extensively regarding the rare earths market and rare earths companies. She is a respected industry source.
How to follow:
Check out the firm’s website at tahutiglobal.com.
Luisa Moreno on Molycorp and the Rare Earths Market
Beyond the three analysts on this list, there are also a number of critical and industrial metals analysts who comment on the rare earths market from time to time. Chris Berry of House Mountain Partners and the Disruptive Discoveries Journal, as well as Simon Moores and Andrew Miller of Benchmark Mineral Intelligence, have been known to share their thoughts on rare earths in addition to metals such as lithium, cobalt and graphite.
Securities Disclosure: I, Teresa Matich, hold no direct investment interest in any company mentioned in this article.
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