Category: Metals & Mining
The analysis published under this category are as follows.
Wednesday, March 16, 2011
Manganese, a Major Investment Growth Opportunity / Commodities / Metals & Mining
By: The_Gold_Report
After working in the gold mining industry for many years, consultant Ken Reser has turned his attention to special opportunities in minerals of strategic importance to North America and Europe. In 2004, he developed an early interest in molybdenum as a vital resource, and then in 2007 became intensely interested in manganese as an element that would gain prominence due to the unique properties that make it irreplaceable in the manufacture of steel. Also, its growing importance in nascent battery technology will revolutionize development of electric and hybrid automobiles. In this exclusive interview with The Gold Report, Ken shares some thoughts on the significance of manganese and how investors might play growing demand for the metal.
Wednesday, March 09, 2011
Rare Earth Prices Soaring: Will Miners Play Catch Up? / Commodities / Metals & Mining
By: Jeb_Handwerger
The Middle East Turmoil has created a sell off in equities and a run to the safe haven assets of precious metals and oil. Even though rare earth prices are soaring, many investors have overlooked a key sector which has pulled back providing a bargain opportunity before the rare earth crisis intensifies.
Monday, March 07, 2011
Commodities Rundown, From Au To V / Commodities / Metals & Mining
By: The_Gold_Report
There is more to the periodic table—and to investing opportunities—than gold, silver and copper. Siddharth Rajeev, vice president and head of research at Fundamental Research Corp., sums up the market prospects for rare earth elements (REE) and a host of metals. He unearths some new names and some historical finds in this exclusive interview with The Gold Report.
The Gold Report: Sid, today we're going to talk about a number of different metals: gold, silver, vanadium, copper and rare earths. Could you handicap each of those metals for us, starting with gold, copper and silver?
Wednesday, March 02, 2011
Rare Earth Monopoly Coming To An End / Commodities / Metals & Mining
By: Anthony_David
Canada based Stans Energy Corporation is currently focused on developing mining properties in Kyrgyzstan. The company acquired the mining license for the past-producing Kutessay II rare earth mine in October 2009 and is now gathering and analyzing its historical data. Kutessay II along with the Kyrgyz Chemical Metallurgical Plant (KCMP) was the Soviet Union’s most advanced mining properties at one time. It supplied 80% of the nation’s rare earth metals for 30 years from 1960 to 1991. The mine was shut down in 1991 because of a fall in rare earth prices.
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Wednesday, March 02, 2011
As Rare Earths Get Rarer… / Commodities / Metals & Mining
By: Anthony_David
China’s role in the global rare earth market needs little introduction. China’s restrictive trade policies have forced the rest of the world to rethink their own policies and explore rare earth resources in nations other than China. The governments of the US and certain European nations are trying to develop various strategies to secure their supply of rare earth metals.
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Wednesday, February 23, 2011
How To Profit From Copper's Next Wave, Follow The Money / Commodities / Metals & Mining
By: Richard_Mills
Urbanization is a macro-trend, in 1800 two percent of the global population was urban, by 1950 it was 30%. Today half of all the people in the world live in cities. This is an economic migration - historically poverty rates are 4 times higher in rural than urban areas. The UN projects that by the year 2030 there will be 1.5 billion more people living in cities.
Investing in copper might be the simplest way to profit from the ongoing global urbanization.
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Monday, February 14, 2011
Opportunity in the Rejuvenation of Canada's Iron Ore Sector / Companies / Metals & Mining
By: HRA_Advisory
The Iron Ages began over three thousand years ago and a major expansion of iron's use is the earliest of waypoints on the road to industrialization. The market for iron is far larger than that of the other heavy metals and it is essential for creating our modern network of bridges and skyscrapers. Despite this, the metal is not the stuff of daily news like "Dr." copper. The heavy growth in Asia generated a massive expansion of global iron ore production in the last decade.
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Wednesday, February 09, 2011
Critical Times for Access to Critical Metals / Commodities / Metals & Mining
By: The_Gold_Report
Access to sources of real-world critical metals is in serious jeopardy. A variety of experts gathered recently in Vancouver to learn more about the reasons we're at risk and what we can do about it. Join The Gold Report as we venture into the complex, complicated, cloudy, uncertain, conflicted world they explored.
The same issues that have jolted U.S. officials awake to awareness about the nation's vulnerabilities in the supercharged atmosphere of the critical metals space drew an eager, attentive audience to the world's first-ever Critical Metals Investment Symposium, sponsored by Cambridge House, a Vancouver-based producer of resource investment conferences.
Monday, February 07, 2011
Rare Earth Metals Deficiencies, Diagnosis...An Emergency Treatment Plan / Commodities / Metals & Mining
By: Jeb_Handwerger
A serious lack of rare earth elements is endemically afflicting the world body politic. It has been brought on by a chronic combination of American short sightedness and Chinese need for self survival.
It is well known that rare earths, a group of 17 atomic elements are essential for the survival of cutting edge industry in such diverse areas as nuclear launch missiles, hybrid autos, wind turbines, solar devices, oncological applications, night-vision devices and petroleum production.
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Friday, February 04, 2011
Will Magnesium Batteries replace Lithium Ion? / Commodities / Metals & Mining
By: Anthony_David
As part of the global automakers’ efforts to improve ways of powering electric cars, Toyota Motor Corporation announced earlier this month that it is developing a magnesium based battery capable of storing double the energy stored by lithium ion cells. That would translate to a higher mileage on a single charge.
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Tuesday, January 25, 2011
Vanadium Poised to be The Next Big Thing in Commodity Trends / Commodities / Metals & Mining
By: The_Gold_Report
In this exclusive interview with The Gold Report, Chris Berry, the founder of House Mountain Partners, and Michael Berry, publisher of Morning Notes and Discoveryinvesting.com, drop by to discuss some promising vanadium plays in North and South America. Vanadium is mostly used to strengthen steel, but as the Berry's suggest, the metal is poised to become "the next big thing," as its properties are ideal for use in mass energy storage devices and the lithium-ion batteries now being used in electric cars. Several companies are already aboard the vanadium train—and the Berrys divulge their favorites.
Tuesday, January 18, 2011
Cheaper Dollar Will Open Door For Chinese Investments In North American Natural Resource Companies / Commodities / Metals & Mining
By: Jeb_Handwerger
On January 18th and 19th, the top officials of the two most powerful nations on Earth are to meet in matters of far reaching significance. There will be not one but two dinners. One is to be a grand dinner of state with all of the military and business leaders of both sides in attendance. The other is to be an “intimate” dinner. Oh, to be a fly on the wall of that private meeting.
Monday, January 10, 2011
As China Stock Market Corrects, Rare Earth Crisis Takes Center Stage / Commodities / Metals & Mining
By: Jeb_Handwerger
History is replete with seemingly unexpected and catastrophic appearance of events that nobody saw coming. In the old days, we have Biblical prophets who sounded clarion alarms. Now we are past the age of prophecy. As in historical watersheds, we suddenly find ourselves congealed in the volcanic ash of a modern Vesuvius eruption, which leads us to scratch our heads of how in the world did we come to this point with rare earth supply fears?Read full article... Read full article...
Friday, January 07, 2011
Investors Getting High on Lithium / Companies / Metals & Mining
By: The_Energy_Report
With oil prices edging closer to $100 per barrel, the chatter about electric cars is again on the rise. Jon Hykawy, head of global research with Toronto-based Byron Capital Markets, thinks the time is nigh for the mass adoption of electric cars, all of which will need specialty metals like lithium. But where is that lithium going to come from? In this exclusive interview with The Energy Report, Jon handicaps most of the players in the lithium space and highlights a few that could be takeover targets.
Wednesday, January 05, 2011
Strategic Metal Supplies Will Tighten in 2011 / Commodities / Metals & Mining
By: Anthony_David
According to the World Steel Association, global steel demand in 2011 is expected to fall to 5.3% but in terms of volume, demand will still reach a record breaking 1.34 billion tonnes. As maturing economies continue to struggle to regain their foothold after the global economic downturn, the emerging BRIC (Brazil, Russia, India, China) nations are expected to dominate the demand curve, with India and China at the forefront.
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Wednesday, January 05, 2011
Steel Volume Set to Grow in 2011 / Commodities / Metals & Mining
By: Anthony_David
World Steel Association (worldsteel) data states that the total crude steel produced by its 66 member countries during November 2010 was 114 million tonnes, which is 5.1% higher YoY. The first 11 months of the year saw a total crude steel production of 1.28 billion metric tonnes, a growth of 16.2% YoY. In Asia, China’s YoY crude steel production in November rose by 4.8% to reach 50.2 million tonnes, while India’s production rose by 3.15% YoY to reach 5.56 million tonnes. November production in the US went up by 13% YoY to reach 6.5 million tonnes while that of Brazil fell by 2.8% YoY to reach 2.6 million tonnes.
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Monday, January 03, 2011
Copper Outlook 2011: A Beijing Opera / Commodities / Metals & Mining
By: Dian_L_Chu
Year 2010 had been good to almost all investment classes. Stocks, bonds, commodities, and the dollar are all moving higher in tandem, a first of such unison since 2005. Among them, commodity is the one leading the pack partly on dollar weakness, as well as propped up by world’s central banks quantitative easing.
Base metals, in particular, are further supported as China keeps on trucking with double-digit growth despite most of the world practically stood still during the worst global recession since World War II.
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Tuesday, December 28, 2010
Rarer Rare Earth Metals About To Get Even Rarer / Commodities / Metals & Mining
By: Jeb_Handwerger
What is so rare as a day in June, the poet asks? The answer..a sector in play, on a perfect day. The rare earth sector is experiencing an explosion of investment interest as China continues to place restrictions on Rare Earth Oxides (REO).
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Saturday, December 18, 2010
Rare Earth Metals Supply Hysteria / Commodities / Metals & Mining
By: The_Gold_Report
China's domination of the rare earth industry has led to very real fears about the future supply of these strategic metals that are used in all things technological—from electric car batteries, laptops and cell phones all the way to smart bombs. As one of the foremost experts in rare earth elements (REEs), Bill understands the implications of future supply shortfalls. In this exclusive interview with The Gold Report, the head of Vancouver-based Medallion Resources Ltd., explains the supply bottleneck and how his company is working to solve it.
Saturday, December 11, 2010
Grassroots Investor Betting on Vanadium / Commodities / Metals & Mining
By: The_Gold_Report
It's all about who you know. Stephen Taylor, fund manager of Chicago-based Taylor International Fund, Ltd., has cultivated a grassroots network of contacts from Canada to China since working as a trader in the '80s. It's that network that has produced some of his fund's biggest winners. In this exclusive interview with The Gold Report, Taylor talks about his fund's bet on vanadium and why he doesn't own any Chinese mining companies.
The Gold Report: Stephen, could you please give us an overview of your fund and how you manage it?