Ryan Castilloux: Trumps Tariffs are good for REE Explorers
Ryan Castilloux, Managing Director of Adamas Intelligence, an independent research and advisory firm, provided Rockstone the following statement in the summer of 2018: The tariffs are good news for emerging rare earth producers outside of China. The tariffs will boost rare earth prices in North America by a minimum of 10% by as early as next week. This will bolster the economics of advanced rare earth development projects in North America, and particularly those in Canada given the persistently low value of the Canadian dollar relative to the U.S. For end-users of rare earths in the U.S., the tariffs are undoubtedly cause for concern. With the prolonged imposition of tariffs, and potential for further increases down the road, we expect the current trade war will spur many end-users in the U.S. to take a serious look at potential sources of supply closer to home if not because of China uncertainty, than perhaps because of U.S. unpredictability. https://rockstone-research.com/index.php/en/research-reports/5513-On-A-Winning-Streak-In-The-Midst-Of-Trade-Wars-Saville-Drills-High-Grade-Niobium-In-Quebec