Category: Metals & Mining
The analysis published under this category are as follows.
Wednesday, June 15, 2011
Rare Earth Metals Under Supply Threat / Commodities / Metals & Mining
By: The_Gold_Report
The Emerging Trends Report is 18 months into a planned 4-year circumnavigation of Australia, investigating specialty metal projects and recommending ASX-listed companies to clients. In this exclusive interview with The Critical Metals Report, we caught up with ETR Managing Editor Richard Karn shortly after he delivered the keynote address to the 2011 Energy and Resource Symposium for an update on the specialty metals market down under.
The Critical Metals Report: Let's start with the basics. In general terms, what exactly are "specialty" metals?
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Tuesday, June 07, 2011
Critical Metals Myths, Markets and Geopolitics / Commodities / Metals & Mining
By: The_Gold_Report
William Stanley Jevons was a 19th century British economist who said, "The more efficient use you make of a scarce material, the greater the total demand will eventually be." Investors in critical metals projects all over the world hope Jevons' theory, known as Jevons Paradox, will eventually ring true. Read more in this Critical Metals Report exclusive.
Monday, June 06, 2011
Why China’s Rare Earth Exports Really Matter / Commodities / Metals & Mining
By: Jeb_Handwerger
For several months, I have alerted readers to the potential supply crisis of critical rare earths (REMX), which are used in our most vital defense technologies (ITA) and high tech industries (QQQQ). The recent volatility in the equity markets have caused many investors to flee rare earth mining stocks in search of safe havens in gold (GLD) and long term treasuries (TLT). This trend should be transitory in nature. We may see a strong rebound in many of these rare earth stocks once the uncertainty regarding the ending of QE2 winds down.
Friday, June 03, 2011
Rare Earth Metal Stocks / Commodities / Metals & Mining
By: Zeal_LLC
Nearly a year has passed since Molycorp hit the stock markets with its IPO. And considering this stock’s popularity today, it’s astounding that this IPO had flown under the radar for most investors. Last July MCP shares debuted below the pre-IPO targeted price range, and traded on the low side of that range for weeks before it finally caught a bid. MCP didn’t quite have the fanfare as say LinkedIn or other IPOs over the last year.
Saturday, May 28, 2011
Goldman Sachs and Its Rare Earth Rigmarole / Commodities / Metals & Mining
By: Jeb_Handwerger
The front page headline in the Wall St. Journal a couple of weeks ago read, "Goldman Sachs (GS) warns of surplus with rare earths(REMX), rare earths seen growing less rare." If there was ever a case of journalistic malfeasance or in the least clumsy misinformation, this article had to be it.
Saturday, May 21, 2011
Copper Stocks Gleaming in Gold's Glow / Commodities / Metals & Mining
By: The_Energy_Report
Blinded by the glare of gold's rocketing rise over the last several years, investors may want to follow the leads of the Barricks, Thompson Creek Metals, Goldcorps and other major miners targeting the copper space, according to Kevin Puil, portfolio manager at Malcolm H. Gissen & Associates and senior analyst for its Encompass Fund. In this exclusive Gold Report interview, Kevin tells us that major gold miners increasingly want to diversify and are turning to the red metal on the opposite end of the economic spectrum.
Wednesday, May 18, 2011
Don't Give Up On The Rare Earth Mining Sector Yet / Commodities / Metals & Mining
By: Bob_Kirtley
The prices of rare earth oxides are blasting through the stratosphere. Manufacturers are driving prices in their haste to involve them in production of hybrid vehicles, wind turbines and the most high tech applications of which many sophisticated investors are unaware. These producers need the rare earth ore and are willing to pay for them on the world markets.
Friday, May 13, 2011
Alternative Energy Fuels a Mining Bloom / Commodities / Metals & Mining
By: The_Energy_Report
Advances in energy and agriculture are creating demand for previously ignored metals such as scandium, tellurium and indium. In this exclusive interview with The Energy Report, Mining Analyst John Kaiser, editor of Kaiser Research Online, explains the science that could exponentially increase the value of overlooked stocks.
Friday, May 06, 2011
Why Copper is in a Long-Term Bull Market / Commodities / Metals & Mining
By: Money_Morning
Kerri Shannon writes:
With metals and commodities on a long-term bull-market run, investors have recently turned their attention to copper.
The red metal's price recently has fallen due to mixed economic data. Copper's use as an industrial metal - it's widely used in buildings, electronics, appliances and automobiles - makes it sensitive to economic growth prospects.
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Thursday, April 28, 2011
Global Demand for Iron Ore on Rise / Commodities / Metals & Mining
By: The_Gold_Report
How long until the window on rising iron-ore prices closes? Global demand is driving prices higher and shipping costs are at historic lows. But only companies poised to get into production quickly will be able to capitalize. In this exclusive interview with The Gold Report, Geordie Mark, an analyst with Haywood Securities in Vancouver, picks the companies that are ready to profit and those that are likely to get picked off by competitors.
Friday, April 22, 2011
Metals Market Equations Are No Longer Simple / Commodities / Metals & Mining
By: HRA_Advisory
World events continue to signal support for hard assets, but caution is still advised. News in the copper space is as much about consolidation of the players as the metal itself right now. The $7 bid by China Minmetals for Equinox Minerals (EQN-T, ASX) has offered some support for other mid tier copper assets. The Minmetals bid requires EQN to drop its own bid for Lundin Mining (LUN-T, LUNMF-Q) that had already squelched the planned merger of LUN with Inmet Mining (INM-T, IEMMF-Q). EQN had already merged with an Australian junior to acquire its Saudi copper mine development that is to begin out put late this year. To this has just been added a take-over bid by Capstone Mining (CS-T, CSFFF-Q) for Far West (FWM-T, FWMLF-Q) and its copper-iron project in Chile, with an assist from state owned Korea Resources Corp. Small and mid tier copper producers are focused on securing growth assets of the right scale as Asia gets more aggressive in ensuring supplies for its markets.
Thursday, April 21, 2011
Rare Earth Element Stock Insights / Commodities / Metals & Mining
By: The_Gold_Report
U.S. investors and institutions are seeing green in their rare earth elements (REEs) and strategic metals investments, and one investment bank is leading the way. Merriman Capital Services Group Managing Director Spencer Grimes shares his secret to investing in the right cleantech companies in this exclusive interview with The Gold Report.
Wednesday, April 20, 2011
Lithium Powers the Green Energy Revolution / Commodities / Metals & Mining
By: The_Energy_Report
Demand for lithium, a super-light, yet super-charged metal used in batteries, has been slowly rebounding from a dip in 2009. Main players in the space are planning to expand and new market entrants are on the horizon. But which are poised to benefit if there is a glut in supply? In this exclusive interview with The Energy Report, Byron Capital Markets Battery Materials and Technology Analyst Jonathan Lee reveals his forecast for prices, supply and demand.
Saturday, April 09, 2011
Rare Earth Stocks Heat Up On Legislative Action / Commodities / Metals & Mining
By: Jeb_Handwerger
There have been major developments occurring this week in the rare earth arena, which could hold significance for the expansion into Europe of Molycorp (MCP) and the development of a US domestic supply chain of rare earths (Market Vectors Rare Earth/Str Metals ETF (REMX).
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Saturday, April 09, 2011
Vanadium, Gray Metal Driving Green Revolution? / Commodities / Metals & Mining
By: The_Gold_Report
Vanadium, a gray metal mainly used as an additive to steel, could see a jump in demand as new technologies emerge in energy storage. In this exclusive interview with The Gold Report, Jonathan Lee, a battery materials and technology analyst with Toronto-based Byron Capital Markets, talks about which vanadium producers are ready to grapple with the prospect of increasing demand from the adaption of "green" uses.
Wednesday, April 06, 2011
Lithium to Elevate Equities and Investor Mood / Commodities / Metals & Mining
By: The_Energy_Report
House Mountain Partners Founder Chris Berry points to the rising quality of life in Asia as competition for strategic resources that could push the cost of energy to the breaking point. There won't be a single solution, but more efficient electricity storage to power vehicles will be critical. High-capacity batteries are dependent on several metals, including lithium, which is still underappreciated by the commodity and equity markets. In this exclusive interview with The Energy Report, Chris shares some of his favorite lithium companies and why he sees dramatic upside potential in each one.
Monday, April 04, 2011
Waking Up Washington to Critical Metals / Commodities / Metals & Mining
By: Anthony_David
On March 11, 2011, The Environmental and Energy Study Institute (EESI) held a congressional briefing on critical metals, which includes strategic metals and rare earth elements (REEs). The briefing – entitled “Securing America’s Supply of Critical Materials and Rare Earth Elements: Implications for Renewable Energy” – focused on the global supply of critical materials, developments in China, and how US policy could be framed such that the nation’s expertise in the occurrence, detection, extraction, processing, and recycling of these commodities could be strengthened.
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Monday, April 04, 2011
Japan Earthquake’s Effects Felt Round The World / Commodities / Metals & Mining
By: Anthony_David
Besides the massive human toll, Japan’s catastrophic earthquake and tsunami has destroyed the region’s civil and industrial infrastructure. Water and electricity supply have been adversely impacted forcing several businesses to slow down or stop operations completely and the chance of radiation from the nuclear reactors at the Fukushima Daiichi power station has increased people’s fears.
Tuesday, March 29, 2011
Rare Earth Metal Stocks Rebounding / Commodities / Metals & Mining
By: Jeb_Handwerger
Not too long ago in our national history, mining for rare earths (Market Vectors Rare Earth/Strategic Metals (REMX)) was an American enterprise. As in so many other areas, such as nuclear power, automobiles and technolgoy, it was decided that the US would shut down industries and farm the work out. The Chinese took the lead and became the world's supplier of over 97% of these crucial rare earth elements. Now it is the Americans coming, hat in hand, to petition Beijing a la Oliver Twist with a "Please... may I have some more?"
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Saturday, March 26, 2011
Market Volatility Creates Resource Stocks Opportunity / Commodities / Metals & Mining
By: The_Gold_Report
The terrible tragedy in Japan is shifting markets worldwide. Mike Kachanovsky, a consultant to both resource companies and institutional investors, believes the volatility has created a finite opportunity to scoop up resource stocks on the cheap. In this exclusive interview with The Gold Report, Mike explains what impact the devastation could play to the performance of rare earth companies, as well as how to navigate discounted stocks to avoid the duds.