Jim Rogers: Invest in Rare Earth Metals Right Now


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An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. Oxstones.com also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising UHNWIs and family offices on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

By Forrest Jones,

Rare earth metals, used in a variety of scientific and industrial processes, are due for a sharp upswing in price due to supply concerns, says legendary commodities investor Jim Rogers. China controls more than 97 percent of the world’s rare earth metals and has said it will crack down on illegal mining as well as curb exports.

“The future of rare earth is great. What is happening is the prices are going through the roof because the Chinese do control the supply, but it is pure simple capitalistic economics now,” Rogers tells India’s business television channel ET Now.

The time to buy rare earth metals — used in green energy and high-tech components such as wind turbines, fiber-optic cables, cell phones and flat-screen monitors — is now, as prices will come down when new mines eventually open.

“So it’s all going to bring a new supply and eventually the price of rare earth will come down again. But in the mean time until the new mines can come on stream, somebody is going to make a lot of money.”

Rare earth elements like dysprosium, terbium and europium come mainly from southern China.

According to a United States Energy Department report, dysprosium, crucial for clean energy products has risen to $132 a pound today from $6.50 a pound in 2003.

“We do believe that this source of supply is diminishing, and there is some evidence leakage over the border into Vietnam is diminishing,” Judith Chegwidden, a managing director specializing in rare earths at Roskill Consulting Group in London, tells the New York Times.

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