I’ve just completed the finishing touches to a new report that I’ve written for subscribers to The Jack Lifton Report.
In December 2009, I was invited to New York’s Essex House by CLSA, one of Asia’s leading independent brokerage and investment groups, to present a short seminar on “Rare Metals in the Age of Technology” to CLSA University, an ongoing executive education program that CLSA produces for its clients.
The seminar focused on discussion of the rare metals, and the issues and challenges facing their supply and production rates. I also presented a set of tables detailing production rates of a wide range of metals, to illustrate some key points on the subject.
The seminar answered three fundamental questions relating to the business of the technology metals:
- How are metals produced, which is to say, where do the metals we can use actually come from?
- What quantities of new metals are produced each year, and can the production rates of any or all of them now be increased beyond 2008 levels, or can or will the production rates for some of them actually decrease?
- How does the location of the production sites for any and all metals factor into their availability, if at all?
A free 10 page PDF copy of the new report based on this seminar, is now available exclusively to subscribers of The Jack Lifton Report. Just fill out the simple form in the upper right of this Web page and you’ll have the report in minutes.
A note to existing subscribers – if you took a look at the report prior to 6:15 PM EST today, then you’ll want to download a slightly updated version which was missing some minor data in the tables. It can accessed with the same URL and password that you received already.