Dysprosium

Seagate Is Not Likely to Find “Ruthenium-Like” Relief from Soaring Rare Earth Prices

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Last week (July 22) I summarized Seagate’s earnings commentary partially blaming a “bubble” in rare earth prices for causing a margin squeeze for the company. Seagate management claimed that the soaring prices of rare earth … Read more

Seagate Blames A “Bubble” In Rare Earth Prices for Causing A Margin Squeeze

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) For some time now, rare earth supply, demand, and prices have been hot topics of discussion and debate. While these elements are critical components in many high-tech products, they usually represent a very small part … Read more