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July 22, 2008Is China Seeking To Practice The Golden Rule Of Natural Resources: He Who Has The Natural Resources Makes The Rules?
Analysis of: China urged to spend FX on mines, resources | uk.reuters.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Reuter's has now reported the official statement of a ranking official of China's Ministry of Economics, http://gateway.andohs.net/player/?sid=826&nid=2920 , to the effect that China's treasury must follow Chinese 'private' business and use its immense reserves of US dollars to obtain ownership...
July 21, 2008Without Supporting Domestic, North American, Production Of Rare Earth Metals Wind Power Advocates Are Just P*****g In The Wind
Analysis of: Wind Power: Turbine Time | www.economist.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Wind turbines can be used to produce electricity but in order to do so they must use permanent magnets and batteries. Building even the 'modest' 17 gigawatts of wind power generated electricity that Texas alone projects would add so much demand for rare earth metals as to be impossible to...
July 9, 2008Toyota Solves Hybrid Problems In a Remarkably More CLever Way Than General Motors Does
Analysis of: Toyota to add solar panels to some Prius hybrids | www.washingtonpost.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
In order to maximize the range of a hybrid or all electric car it is important to minimize the drain on the battery from any load but that of the drive train.
July 7, 2008Short Selles of Solar Cell Raw Materials Stocks Seem To be Wriitng The News
Analysis of: Solar power: Supply and demand tables start to turn | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
This article seems mostly nonsense to me. It is poorly researched and seems to conflate different solar technologies and their problems with one another in a purposefully confusing way.
July 7, 2008Germanium And Gallium Byproducts Of Zinc Mining Go from No value To Value Added
Analysis of: SRA agrees germanium and gallium leachate supply deals | www.semiconductor-today.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Minor metal byproducts of major 'base' metals, which were discarded as waste or for which the mine did not get paid by the refiner are rapidly growing in importance and may represent enough added value to allow for the re-opening of marginal mines.
July 1, 2008Pricing For The Chevrolet Volt Is Becoming GM's Worst Nightmare. Why Would Anyone Buy A 40 - 50 Thouand Dollar Volt Rather Than A Hybrid Toyota Or Honda For Between 23 and 30 Thousand Dollars?
Analysis of: Wipers, Stereo Raise Price of Chevrolet Volt to $35,000 | blog.wired.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is GM planning to introduce and sell the Chevrolet Volt in November, 2010, at a loss? Probably. Even 'Maximum' Bob Lutz admits that the car might sell at a loss 'for many years.' The irreducible costs are not in the raw materials for a lithium ion battery. Lithium is actually rather cheap. They are...
July 1, 2008Aren't GM's, And Ford's and Chrysler's, Problems All The Same: Bad Management From The Top Down?
Analysis of: GM's Maximum Bob: Don't tell me how to make an E-car | latimesblogs.latimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
For the last ten years as the center of the OEM automotive industry's growth has shifted to mainland Asia we have heard nothing but failure-excusing buzz words from the 'leaders' of the OEM American automotive industry. Legacy costs, health care, and, just now, as they finally admit it, raw material...
June 23, 2008The North American Minor Metals Market Disaster in the Age of Minor Metals
Analysis of: UPDATE 2-Toshiba looks to procure metals from Kazakhstan | uk.reuters.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Survival of their nation's industrial base and industrial independence has sent Japanese companies on a hunt for critical natural resources. When will American's wake up to the damage to out domestic economy that ignoring this issue has already caused and the impending disaster if we do nothing about...
June 23, 2008The Chevrolet Volt Is A Mask To Divert Attention From The Collapse Of The General Motors Business Model, Which Claims That GM Has Ignored Alternate Power Trains Until Now Because Its Products Have been Based On Working With Proven technology
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The market capitalization of the Detroit Two (Chrysler having been privatized by Cerberus is no longer a public company with a transparent market 'cap.') is a grand total of less than 20 billion dollars with GM accounting for an astonishingly tiny 8 billion of that. Toyota, which is in fact...
June 20, 2008Rhenium, Without Which There Would Be No Modern Jet Aircraft, Is A Byproduct Of Molybdenum Mining
Analysis of: Minor metal prices soar on demand for more fuel-efficient jet engines | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Luckily for the free world the US is the world's largest producer of the metal molybdenum. Rhenium is contained as trace element in both the primary molybdenum ore mined in North America-which is responsible for 40% of North American molybdenum production-and in the molybdenum itself contained...
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