Category: Metals & Mining
The analysis published under this category are as follows.
Friday, October 22, 2010
Copper Talk / Commodities / Metals & Mining
By: Richard_Mills
Copper’s talking up a storm.
Sumitomo Metal Mining Co. said copper ore mined from Chile, and shipped to Indonesia, will be in short supply for at least the next five years.
Antofagasta Plc, which owns three Chilean mines, said a scarcity will persist for “the foreseeable future.”
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Wednesday, October 20, 2010
Insights into the Peruvian Gold and Metals Mining Industry / Commodities / Metals & Mining
By: The_Gold_Report
Mining is big in Latin America. The mining sector represents the lion's share of the main Peruvian indexes, and Chile and Argentina have significant mining operations as well. Kallpa Securities CEO Alberto Arispe talked exclusively with The Gold Report about some of the most promising small-cap plays in the area and the prospects of Peru, Chile and Argentina trading under a single exchange and what that might mean for the future of mine financing and investment opportunities.
Friday, October 15, 2010
China and the Future of Rare Earth Elements / Politics / Metals & Mining
By: STRATFOR
A recent diplomatic spat between China and Japan has heightened territorial tensions and called attention to China’s growing forcefulness with foreign powers. One of the more intriguing aspects of this development was China’s suspension of the export of “rare earth” elements (REE) to Japan. REE comprise 17 metallic elements with a variety of modern industrial and commercial applications ranging from petroleum refining to laptop computers to green energy applications to radar. China produces roughly 95 percent of the global supply of REE and Japan is the largest importer. China’s disruption of REE shipments to Japan has caused alarm among other importer countries, bringing new urgency to the search for new supplies and substitutes.Read full article... Read full article...
Tuesday, October 12, 2010
Investing in Rare Earth Elements As China’s Exports Decline / Companies / Metals & Mining
By: Investment_U
Tony Daltorio writes: Bautou may look like a quiet, unassuming city in the middle of Inner Mongolia. But the home of two million finds itself in the middle of a global controversy all the same…
Right now, China controls the market for rare earths, a group of 17 key elements used in many of today’s modern technological devices. Precision-guided weapons, night vision, radar systems, hybrid cars and wind turbines: All rely, in part, on rare earth elements.
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Wednesday, October 06, 2010
Dajin - Lithium and Potash / Companies / Metals & Mining
By: Richard_Mills
The Puna plateau sits at an elevation of 4,000m, stretches for 1800 km along the Central Andes and attains a width of 350-400 km. The Puna covers a portion of Argentina, Chile and Bolivia and hosts an estimated 70 - 80% of global lithium brine reserves.
Saturday, October 02, 2010
U.S. and China Steel Giants Continue To Battle / Politics / Metals & Mining
By: Anthony_David
The US recently filed two new cases against China at the World Trade Organization (WTO) for allegedly violating global trade rules and discriminating against credit card companies and steel makers of the US. While one case challenges China’s imposition of anti-dumping and countervailing duties on a specialty steel product from the US, the other is related to trade barriers in the electronic payment processing market. China refuses to allow the independent functioning of US based credit and debit card companies keen to enter China’s market, and all companies must function through a Chinese entity.
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Saturday, October 02, 2010
China Flexes It’s Rare Earth Muscles / Commodities / Metals & Mining
By: Anthony_David
The stakes of the recent dispute between China and Japan over the Japanese detention of a Chinese fishing trawler has reached a head with China blocking the export of precious rare earth metals to Japan. No official announcement has, however, been released and the Chinese Commerce Ministry has strongly denied the imposition of such an embargo. Any official ban on exports would allow Japan to complain to the World Trade Organization (WTO) but with no official Chinese statement and only the reported prevention of ships being loaded, there’s little room for Japan to react. Japan has not received any official communication about a ban either.
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Wednesday, September 29, 2010
Rare Earth Metals, The Next Gold Rush? / Commodities / Metals & Mining
By: Tony_Sagami
China and Japan are having a small but potentially painful dispute over the ownership of a small chain of islands in the East China Sea.
These islands have very little significance other than the oil deposits that may lie around them. Whoever owns these islands would have claims to the mineral deposits on the ocean floors surrounding the islands.
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Saturday, September 25, 2010
Cautious Optimism for Precious and Base Metals, as Well as Rare Earths / Commodities / Metals & Mining
By: The_Gold_Report
Optimism is in the air at the Denver Gold Forum (the conference that assembles the world's leading precious metals miners and the global fund managers who invest in them), according to Encompass Fund Founders Malcolm Gissen and Marshall Berol. The Gold Report was on location at the Forum to get the scoop on their "cautiously optimistic" forecast for precious and base metals, as well as rare earths. In this exclusive interview, Gissen and Berol also explain their company-selection process, which appears to be paying off big time.
Saturday, September 25, 2010
Large Copper Deposits Investment Thesis Paying Off / Commodities / Metals & Mining
By: The_Gold_Report
Wellington West Senior Analyst Steve Parsons developed an investment thesis for large copper deposits three years ago. His premise was that competition among Asian smelters would drive these companies to seek guaranteed sources of metal concentrate. In fact, several companies with large copper deposits have either received generous offtake financings or been taken over. Steve thinks his evolving thesis will remain valid for the foreseeable future. In this exclusive interview with The Gold Report, Steve divulges the few companies he thinks remain targets.
Saturday, September 04, 2010
British Columbia Mining Renaissance Continues with Historic Revenue Agreement / Companies / Metals & Mining
By: The_Gold_Report
Gold Stock Trades Editor Jeb Handwerger joins The Gold Report for a look at the mining renaissance currently taking place in British Columbia. With the BC government now playing a more active role in bridging the conflicting needs of opposing sides, Jeb sees diminishing poverty, crime and unemployment levels in the province that generates close to $8 billion a year. "This is a historic first," he says, "BC's government sharing its wealth with the natives." Jeb also offers up some names in the space that are poised to grow alongside BC's rising economy in this Gold Report exclusive.
Friday, September 03, 2010
China’s Stranglehold on World’s Rare Earth Supply / Commodities / Metals & Mining
By: Anthony_David
All 17 of the rare earth elements are metals. Cerium, dysprosium, erbium, europium, gadolinium, holmium, lanthanum, lutetium, neodymium, praseodymium, promethium, samarium, scandium, terbium, thulium, ytterbium and yttrium – unfamiliar names, yet rare earths are used in most modern and almost all ‘green’ applications. A few everyday examples are cell phones, computer monitors, DVD players, flat panel televisions, e-readers, iPods, rechargeable batteries for hybrid and electric cars, catalysts in cars and oil refineries, advanced ceramics, super-conductors, fiber optics, lasers, CFL light bulbs, wind turbines, and military systems.
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Tuesday, August 31, 2010
China and the Copper Bull Market / Commodities / Metals & Mining
By: Richard_Mills
In this author’s opinion, China, and to a lesser extent India and other developing nations, are responsible for the largest and longest base metals bull market the world has ever experienced. Many fear the bull market for natural resources is over when in fact nothing could be further from the truth. This seems especially true, because of the supply/demand picture, regarding copper.Read full article... Read full article...
Friday, August 27, 2010
Park and Fly with Greenscape / Companies / Metals & Mining
By: Richard_Mills
Money might be made when one finds a company, soon to be a cash generator, that is trading well below its net asset value as the market is giving the company a discount to project completion.Read full article... Read full article...
Thursday, August 26, 2010
Investing Innovative Technology Companies Serving the Resource Sector / Companies / Metals & Mining
By: The_Gold_Report
Taylor MacDonald, vice president of investments with Pathfinder Ventures Corporation in Vancouver, has a knack for discovering the undiscovered. In an exclusive interview with The Gold Report, Taylor drills down in the niche of innovative technology companies serving the resource sector and shares some names that most mainstream banks have never even heard of.
Thursday, August 19, 2010
Tin, an Overlooked Commodity / Commodities / Metals & Mining
By: Alex_Cowie
I want to introduce you to one of the most overlooked metals in the commodity complex. On a price basis, it’s been a star performer. Yet it hasn’t attracted much attention.
That’s just the way I like it, though. It gives you a chance to examine the dynamics of the market without rushing. In this case, the dynamics are very strong. The supply side is constrained; a situation that almost always puts upward pressure on prices. The demand side is strong too, as the recent price action shows.
Friday, August 13, 2010
Junior Resources Companies, A Few of Stan Bharti Favorite's / Companies / Metals & Mining
By: The_Energy_Report
Forbes & Manhattan Founder and CEO Stan Bharti, whose genius has guided dozens of junior resource companies to the pinnacle, discusses his approach in this exclusive interview with The Energy Report—and a few of his favorites. Among them is a company using a molecular-tagging technology to foil a practice that fuels terrorist activities and deprives governments of more than $100 billion in tax revenues annually.
Thursday, August 12, 2010
Hard Assets Investing, the Best Way to Buy Commodities / Commodities / Metals & Mining
By: The_Gold_Report
Is there magic in all those hats that Forbes & Manhattan Founder and CEO Stan Bharti wears? The financier who has seeded, nurtured, supported and guided dozens of junior resource companies to the pinnacle discusses his formula—and a few of his favorites—in this exclusive interview with The Gold Report. With hard assets in favor these days, Stan believes the best you can buy are commodities—they're "real, fundamental. . .something you can touch and feel."
Monday, August 02, 2010
The Special Science of Rare Earth Metals Investing / Commodities / Metals & Mining
By: The_Gold_Report
The ability to separate the science from the promotional claims is among the expertise that Geological Consultant Tony Mariano, PhD, brings to the rare earth elements (REE) table. Tony, who for decades has combined long hours in the lab with even longer field visits to evaluate mineralization in its natural environment, is among the rare ones who can help companies evaluate a deposit for grade, tonnage and the prospects for economic recovery. A sharp technician who manages to keep his head out of the clouds and his feet on the ground, Tony shares some of his secrets, and some of his opinions about the hottest prospective properties, in this exclusive interview with The Gold Report.
Monday, August 02, 2010
Steels Most Important Ingredient / Commodities / Metals & Mining
By: Anthony_David
As the economic crisis continues to reverberate worldwide, many smart companies and developing nations are taking advantage of the downturn to invest in strategic metals. One such metal continuing to gain interest around the world is manganese for the simple, but important reason that steel cannot be produced without it. That’s why this month, we’ve decided to focus on this little known strategic metal.