The upshot: farm fields will go wanting, yields will come under pressure and the big potash producers will have to sit back and balance what it can ask for in the market and what end-users are willing to pay.

As a matter of debate, the day this story came out: most of the stocks highlighted on www.RareMetalStock.com were green. The ability for anyone to predict anything in the REE sector with the upcoming and anticipated announcements from the Chinese the first week of July is a sport play that is anyone's call to make. I do applaud anyone willing to place their bets.

Now we can see if underneath that froth is a good stout ale, or just a namby pamby watered down lite beer instead. If we had to guess, right now we’d say it looks like ale, but, as always, we shall let our trading stops be the judge. We take a flyer in the silver ETF market this morning in the premarket, albeit with a razor-thin work-or-else stop. We are planning a Got Gold Report update for this weekend, to be delivered to Vultures (Got Gold Report Subscribers) by late Sunday afternoon, early Monday at the latest. That is all for now, but there is more to come.

The bears will use the bounce as an excuse to sell silver harder. The bulls will be emboldened to jump back in or add to positions. The bull/bear battle continues. Meanwhile, the COMEX open interest for silver has gone nowhere, still hovering near 130,000 contracts. Silver on the Cash Market is trading well under the near-active July contract and the bedlam of the past several trading days has caused a massive shift in trader confidence. Bulls have become meek from bold, bears the opposite. It all seems a bit far and a bit too fast, doesn’t it? May has indeed arrived on schedule and it brought with it a vicious selloff in all commodities, blowing off the froth. What it really hasn’t done is change any of the underlying fundamentals that sent gold and silver skyward to begin with. What it hasn’t done is create a huge new pile of available silver metal to answer the huge and growing demand for it.

Comment for the first post. discipline – marketing, public relations, public affairs, advertising, investor relations, etc. – is the need to engage and persuade audiences and measure success. Our expertise and insight help determine the best solution for our clients, and we take a customized approach to helping our clients surpass their goals. From Facebook to Factiva, and trade journals to Twitter, we’ll connect you to the audiences and influencers that matter most. No matter where they are.

Comment for second post. ongoing revisions of the specialty metals clause; the 2010 Government Accountability Office review of rare earths in defense applications; the 2011 assessment of rare earth supply and demand in defense applications; the Department of Energy Critical Materials Strategy; the Office of Science and Technology Policy interagency working group on critical materials; and a variety of other efforts. He is cited frequently in the press regarding strategic and critical material issues.

Limited (“Lancaster”); their initial issue was oversubscribed, raising 7.8millionCDN after initial trading in January 2011 -- they have 37.4million shares outstanding at a market cap of 28millionCDN (@0.75CDN per). With 8 prospects clearly defined, Mkango's main target is the Carbonatite Vent at Songwe Hill. Songwe Hill, a road-accessible site 70km from Malawi’s main commercial centre of Blantyre, has shown exposed Carbonatite at surface of the 230m elevated Hill. Mkango holds a 100% interest (zero Joint Venture commitment) in claim applications and claim reservations on its territory, where grades from recent sampling of Carbonatites have shown as high as 5.3% TREO. Mkango has a strong and experienced Board, led by CEO William Dawes, former VP at JP Morgan, where he specialized in metals & mining, and Alexander Lemon, previously Managing Director of Gold & Mineral Excavation Inc. Both Mr. Dawes and Mr. Lemon were founding Directors of Mkango’s primary shareholder, Leo Mining and Exploration. Mkango is also working with Dr. Alan Woolley of the British Museum of Natural History, a world renowned Carbonatite specialist who first worked in Malawi during the 1960s under the original pioneers who first discovered Carbonatites with rare earths in Malawi. Malawi has a proven track record in terms of mine development, with Paladin Energy’s uranium mine, Kayelekera, recently going into production, a stable operating environment with a highly supportive Government for exploration and mine development.

Dacha Capital is a relative newcomer to the rare earths sector. Instead of owning rare earth deposits or the shares of junior mining and exploration companies, the company’s focus is on the purchasing of physical inventories of rare earths and other materials as an investment strategy. As such, the company has been subject to a lot of scrutiny, as investors and others in the sector try to develop a sense of what Dacha is about, and its role in the industry. Given the unusual nature of Dacha’s investment philosophy, I took the opportunity recently to ask Patrick Wong, Dacha's chief investment officer, some questions on Dacha’s business model, and the company's approach to the market. We covered a range of topics, including: •Dacha's current business model; •Similarities and differences between Dacha and recently announced ETF funds; •Dacha's approach to acquiring physical inventory, how such inventory is acquired and how it is stored; •The challenge of purchasing hard assets in a non-transparent market; •The effects of the recent announcements from China relating to export restrictions and pricing, on Dacha's business model, and the viability of non-Chinese junior mining and exploration companies

Ellis and Gene -- this is a FANTASTIC INTERVIEW and you 2 are the best in our business! Can you tell me whose idea it was to get you 2 together? Love it! Tracy

If you email me directly at info@raremetalblog.com, we would be happy to provide you with some educational materials to assist you in a starting point for learning...