motion guru
Diamond
- Joined
- Dec 8, 2003
- Location
- Yacolt, WA
This is going to be an interesting development . . . http://www.nytimes.com/2010/10/20/business/global/20rare.html
With the doubly short sighted "Just in time" manufacturing model embraced by most MBA led businesses - the optimum level of inventory for rare earth mineral based products is ummmm . . . letsee . . . ZERO.
Wont take much time for this to ripple through technology companies in the US - perhaps a little longer in Europe and a little longer still in Japan.
The US manufacturing sector is filled with dorks with dumb ideas on how to run a company and our guvmint is no better with respect to technology / critical supply policy.
this might put some wind in the sails of mining companies that have languished in recent years due to the cheaper Chinese sourced minerals. If it means getting the same minerals from companies that mine it with less environmental impact - I am fine with that.
With the doubly short sighted "Just in time" manufacturing model embraced by most MBA led businesses - the optimum level of inventory for rare earth mineral based products is ummmm . . . letsee . . . ZERO.
Wont take much time for this to ripple through technology companies in the US - perhaps a little longer in Europe and a little longer still in Japan.
The US manufacturing sector is filled with dorks with dumb ideas on how to run a company and our guvmint is no better with respect to technology / critical supply policy.
this might put some wind in the sails of mining companies that have languished in recent years due to the cheaper Chinese sourced minerals. If it means getting the same minerals from companies that mine it with less environmental impact - I am fine with that.