Category: Metals & Mining
The analysis published under this category are as follows.
Wednesday, August 17, 2011
Rare Earth Elements and The China Growth Story / Commodities / Metals & Mining
By: Investment_U
David Fessler writes: The average U.S. household owns hundreds of Chinese-manufactured goods. Almost the entire apparel industry moved out of the United States and halfway around the world. Most of our electronics, a lot of our food, and many of our automobile parts come from China.
Wednesday, August 17, 2011
Six Rare Earth Element Metals to Watch / Commodities / Metals & Mining
By: Critical_Metals_Repo
Rare earth elements have made possible improvements in everything from smart phones and plasma televisions to clean energy technology. In this exclusive interview with The Critical Metals Report, Jason Burack, independent investor and cofounder of Wall St. for Main St., and Kevin Kerr, commodities trader and president of Kerr Trading, share the names of the rare earth element companies to watch as the market grows.
Thursday, August 11, 2011
China and Rare Earth Metals Monopoly / Commodities / Metals & Mining
By: OilPrice_Com
First, the bad news - China's constrained rare earth supplies will be an "irreversible trend" and prices will remain at high levels, according to Zhang Zhong, general manager of Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co.
Zhang should know, as his concern is China's leading rare earths producer - the Baatou mine produces more than 95 percent of China's production, while Chinese mines currently account for 97 percent of global supplies.
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Wednesday, August 03, 2011
National Interest Rare Earth Element Projects Being Fast Tracked / Commodities / Metals & Mining
By: Critical_Metals_Repo
"What do you get when you put a professor, a fisherman and a creative Wall Street journalist together? Answer: science fiction, fishy stories and IPOs trying to sell the latest version of snake oil to unsuspecting investors."
Many years ago, farmers in Pennsylvania noticed a murky liquid seeping up through the soil. It didn't take long for entrepreneurs to find a use for this oily stuff. It was advertised as a cure for baldness, impotence and sundry medical conditions. Little did the super-salesman of that time realize that they had come across a vital component of the industrial revolution. They called it Snake Oil.
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Wednesday, August 03, 2011
Catalysts, Not Uranium Prices, Grow Stocks / Commodities / Metals & Mining
By: The_Energy_Report
Because of ongoing nuclear power development in China, Africa and the Middle East, uranium prices could bounce back to pre-Fukushima levels of $70/lb. in 2012, says Geordie Mark, a research analyst at Haywood Securities. Instead of waiting for prices to rebound, some mining companies are moving ahead with regulatory and construction projects to drive value. In this exclusive interview with The Energy Report, Mark points to the ones that could be poised to pay off for investors when the market turns.
Wednesday, July 27, 2011
Top Rare Earth Element Stock Picks / Commodities / Metals & Mining
By: Critical_Metals_Repo
As uncommon as they may be, rare earth elements are all around you—in your laptop, your cell phone and your flat-screen television. But despite their frequency in our everyday lives, investors still have a lot of false preconceptions about these 16 elements. In this exclusive interview with The Critical Metals Report, Luisa Moreno, a senior analyst with Toronto-based Jacob Securities, delves into the unique challenges rare earth miners encounter and how those can be opportunities for investors.
Tuesday, July 26, 2011
Lynas: A Gray Swan For The Rare Earths Sector? / Companies / Metals & Mining
By: Jeb_Handwerger
"Goldman Sachs recently based there rare earth recommendations on a limited universe consisting of only two stocks, Molycorp (MCP) and Lynas. .. Gold Stock Trades has a broader view."
Those of us who delve into the markets are referred to politely as investors. That is a Madison Avenue spin on what should in essence be a more accurate description. We are speculators, which is a more precise appellation. We assume business risks in hopes of gain. We buy and sell in the expectation of profiting from market fluctuations.
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Thursday, July 21, 2011
Copper Gains are Government Sponsored / Commodities / Metals & Mining
By: Dr_Jeff_Lewis
China steals the show when it comes to commodities. Large public works projects, particularly in developing key infrastructure and housing projects, buoy commodity prices. Increases in demand are naturally bullish for inelastic necessities like copper, which has only strengthened as spending from Beijing keeps China’s GDP on the up and up.
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Wednesday, July 20, 2011
Juniors Plan Today for Tomorrow's Rare Earth Elements Demand / Commodities / Metals & Mining
By: Critical_Metals_Repo
The West isn't ready for an avalanche of rare earth elements—yet. But when the time comes, the junior miners that have mastered the art of location, mineralogy and metallurgy will be there to fill the demand gap. In this exclusive interview with The Critical Metals Report, Ahead of the Herd Editor Rick Mills points to some promising players in the light and heavy rare earth space.
Wednesday, July 20, 2011
Global Perspective on Critical Metals Investing / Commodities / Metals & Mining
By: Critical_Metals_Repo
"The best investments in the critical metals space," according to Technology Metals Research Founding Principal Jack Lifton, "are available in a form that small investors can buy or trade." In this Critical Metals Report exclusive, written on a plane high above Asia, Jack provides a truly global overview of the metals economy, zeroing in on the chief metals-related issues to emerge in the first decade of the 21st century.
Friday, July 15, 2011
China Gets Picky on Energy and Metal Resources Buying Prices / Commodities / Metals & Mining
By: Marin_Katusa
Marin Katusa, Casey Research Energy Team writes: It turns out that China is not willing to pay whatever it has to for energy and metal resources.
Several resource deals have faltered in recent months, indicating an increasingly choosy Chinese perspective on energy and metal acquisitions. Add to that the growing concern that the global economy is once again stumbling and that commodity prices may be near a top, and you have a Chinese deal-making market that has gone from 60 to zero in no time.
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Friday, July 15, 2011
Bullish Copper Technicals / Commodities / Metals & Mining
By: Zeal_LLC
Copper is growing increasingly popular among speculators, who are catapulting this unassuming base metal up into the rarified ranks of market-darling commodities. Neither precious like gold, nor immediately consumed like oil, copper’s price action is quite unique. And despite some risky headwinds remaining, its technicals are once again turning bullish today.
Friday, July 15, 2011
Critical Minerals and Materials Strategy / Commodities / Metals & Mining
By: Richard_Mills
In this article I am going to take a look at three reports covering what the US and Europe consider critical or strategic minerals and materials.
In its first Critical Materials Strategy, the U.S. Department of Energy (DOE) focused on materials used in four clean energy technologies:
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Wednesday, July 13, 2011
The Real Rare Earth Elements Demand Investment Opportunity / Commodities / Metals & Mining
By: Critical_Metals_Repo
Finding experienced teams could be elusive in the rush to capitalize on growing demand for heavy rare earth elements. Energy and Scarcity and Outstanding Investments Editor Byron King unearths companies that can deliver the goods along with shareholder value in this exclusive interview with The Critical Metals Report.
Friday, July 08, 2011
Rare Earth Metal Prices Will Continue to Soar With China's Monopoly Intact / Commodities / Metals & Mining
By: Money_Morning
David Zeiler writes: The discovery of a massive trove of rare earth metals at the bottom of the Pacific Ocean last week triggered a fleeting hope that China's monopoly on the materials would be broken.
Unfortunately, the discovery may not have the impact many had hoped, which means prices for rare earth metals will continue to soar. That's bad news for countries like the United States and Japan, which count on the scarce materials for high-tech industries.
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Tuesday, July 05, 2011
Minor Metals Investing Ups and Downs / Commodities / Metals & Mining
By: Critical_Metals_Repo
The critical metals space is shifting. In this exclusive interview with The Critical Metals Report, Dr. David Trueman, a consulting geologist, points to opportunities in global mining, processing and recycling of "-um" metals for growing electronic applications.
Wednesday, June 29, 2011
Meeting the Critical Metals Demand / Commodities / Metals & Mining
By: The_Energy_Report
Is there a clear path to meeting growing global critical metals demand? An important first step, according to Laurentian Bank Securities' Technology and Strategic Metals Analyst Jim Powell, would be to establish supply sources that aren't concentrated in a single country—particularly one that isn't inclined to share its resources with the rest of the world. In this exclusive interview with The Critical Metals Report, Jim points out some potential plays to look for while the landscape is changing.
Wednesday, June 22, 2011
Could Rare Earth Elements Cartel Dictate Future for Junior Miners? / Commodities / Metals & Mining
By: Critical_Metals_Repo
An Americas-centric rare earth elements-processing cartel is forming to create a supply chain independent of China. In this exclusive interview with The Critical Metals Report , Mercenary Geologist Mickey Fulp points to the top companies that could be big players in the next five years.
The Critical Metals Report: The critical metals space can be very confusing. People lump all kinds of metals, including lithium, into general categories using the terms rare earth elements (REE), strategic or technology metals. What is your view on this and what should investors really be concerned with?
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Wednesday, June 22, 2011
Critical Raw Materials / Commodities / Metals & Mining
By: Richard_Mills
A critical or strategic material is a commodity whose lack of availability during a national emergency would seriously affect the economic, industrial, and defensive capability of a country.
The report "Critical Raw Materials for the EU" listed 14 raw materials which they deemed critical to the European Union (EU): antimony, beryllium, cobalt, fluorspar, gallium, germanium, graphite, indium, magnesium, niobium, platinum group metals , rare earths , tantalum and tungsten.
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Friday, June 17, 2011
Rare Earths Metals Group Mine to Magnet / Commodities / Metals & Mining
By: Richard_Mills
The rare earths are a group of 17 elements comprising Scandium, Yttrium, and the Lanthanides. The Lanthanides are a group of 15 (Cerium, Dysprosium, Erbium, Europium, Gadolinium, Holmium, Lanthanum, Lutetium, Neodymium, Praseodymium, Samarium, Terbium, Thorium, Thulium, Ytterbium) chemically similar elements with atomic numbers 57 through 71, inclusive. Yttrium, atomic number 39, isn’t a lanthanide but is included in the rare earths because it often occurs with them in nature - it has similar chemical properties. Scandium, atomic number 21 is also included in the group although it usually occurs only in minor amounts.
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