Category: Metals & Mining
The analysis published under this category are as follows.
Sunday, July 25, 2010
Metals Investing in Burkina Faso, The Land of Upright People / Commodities / Metals & Mining
By: Richard_Mills
Burkina Faso is a landlocked country in West Africa. It is surrounded by six countries: Mali to the north, Niger to the east, Benin to the southeast, Togo and Ghana to the south, and Côte d'Ivoire to the southwest.
Monday, July 12, 2010
Copper: More Than China's Property Market / Commodities / Metals & Mining
By: Dian_L_Chu
Despite an improved risk sentiment, copper price is still sitting at 20% below its April peak mostly from the following concerns:
- Demand slowdown in China as Beijing is attempting to tame inflation and property bubbles
- Recent drop in China copper imports
- “Double dip” in Europe from austerity programs
- Copper is down around 13% for the year so far
Monday, July 05, 2010
Rhodium Favorable Technical Conditions / Commodities / Metals & Mining
By: Ned_W_Schmidt
One aspect of Rhodium makes it of special interest, which arises from being the rarest metal. No one seems to be looking for it. If, when looking for something else, Rhodium is found, it is harvested. The rarity of the metal apparently precludes it from existing in sufficient quantity to justify the quest for it. The Rhodium play you are seeking is Rhodium itself.
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Sunday, July 04, 2010
Australia Reduces Mining “Super Tax,” Reviving Profitability of Resource Sector / Commodities / Metals & Mining
By: Money_Morning
Australian mining companies declared a huge win today (Friday) when the government announced the proposed mining "super tax" would be reduced, prompting some companies to reactivate shelved projects and reopen merger and acquisition talks.
Saturday, June 26, 2010
Rare Earth Metals Investing Explained / Commodities / Metals & Mining
By: The_Gold_Report
Rare earth elements (REEs) are not all that rare. They are virtually everywhere—even in economic concentrations in safe jurisdictions, says Byron Capital Analyst Jon Hykawy. What's more, the prices for some high-demand metals derived from REE deposits continue to reach new heights, almost daily. These metals are essential to the manufacture of magnets used in hybrid and electric cars and other high-end "green" technology—a thriving market indeed. If that seems like a recipe for investment success, read what Jon has to say about the REE market in this exclusive interview with The Gold Report. It's complicated. Not one REE deposit to date comes without significant baggage. But there's still money to be made if you're willing to settle for a long-term relationship.
Tuesday, June 22, 2010
China Revaluation News Could Spark Short Term Squeeze in Metals / Commodities / Metals & Mining
By: Dr_Jeff_Lewis
News that China is open to revaluing its currency could bring about a short term reduction in the price of precious metals. Ahead of important multi-national conversations about the future of global trade and the world economy, China politicized its monetary policy, hoping to push back criticism that it is a global currency manipulator. Earning the title of a currency manipulator could open an easy door for global political leaders to push tariffs on Chinese manufactured goods, allowing for a trade war that would be most destructive to international economic growth, particularly in China.
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Monday, June 21, 2010
North America Doesn't Need China's Rare Earth Metals / Commodities / Metals & Mining
By: The_Gold_Report
Everybody's talking about rare earth elements (REEs), but does anyone truly understand them? With nearly 50 years in the industry, independent Metals Consultant Jack Lifton sure does. The educational powerhouse in this burgeoning space returns to The Gold Report with a look toward future trends and a plan to emancipate North America from China's REE monopoly.
Wednesday, June 16, 2010
Psychology of the Copper Market, Implications for the Global Economy / Commodities / Metals & Mining
By: Gary_Dorsch
Copper is often referred to as the metal with a Ph-D in macro-Economics, since it finds its way into so many industrial applications, including automobiles, appliances, airplanes, pipes, wires, and even computer chips, to mention just a few of its uses. As such, it acts as a top forecaster of where the global economy is heading next, especially China, Asia’s economic locomotive. Copper is a favorite tool for speculators in the commodities markets, given its cyclical nature and volatility.
Wednesday, June 02, 2010
New Uses and Projections for Manganese, Magnesium and Molybdenum / Commodities / Metals & Mining
By: Anthony_David
In April 2010, India successfully traced manganese nodules at the poly metallic nodule (PMN) site in the Central Indian Ocean Basin (CIOB) by using ROSUB 6000, the remotely operable vehicle (ROV) developed at India’s National Institute of Ocean Technology (NIOT) in Tamil Nadu. The ROV is a part of the technologies being developed to observe and explore deep-sea mineral wealth. The UN’s International Sea Bed Authority (ISBA) has allotted India 7,500 square kilometers in the CIOB to harness PMN nodules of cobalt, copper, manganese, and nickel. PMN nodules are located at depths of about 6,000 meters and according to estimates, the total resources available are a massive 380 million metric tons.
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Wednesday, June 02, 2010
Strategic Metals Shine in Africa / Commodities / Metals & Mining
By: Anthony_David
South Africa has over 80% of the world’s manganese resources and it accounts for about 15% of the global production each year. Statistics South Africa (Stats SA) reported that March 2010 saw the nation’s mining industry record the highest growth since March 2004. While the total mining industry recorded a year-on-year growth of 11% in March, manganese ore production grew by 55.3%. Diamond production rose by 98.4%.
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Friday, May 28, 2010
Coppers Wild Bull Market, SPX Usurps Stockpiles / Commodities / Metals & Mining
By: Zeal_LLC
From boring industrial metal to commodities superstar, copper’s wild bull market has been full of excitement. Its huge 475% run from its 2003 low to 2008 high made investors fortunes. Its subsequent panic-driven 69% plunge was catastrophic. And then copper’s resilient 183% post-panic recovery to its recent April high has been breathtaking.
Monday, May 10, 2010
CRU's Helen O'Malley Speaks Manganese / Commodities / Metals & Mining
By: The_Gold_Report
"The price for manganese ore has recovered a lot more swiftly and strongly than we anticipated," explains Helen O'Malley, a bulk manganese specialist with London-based CRU, adding: "The price bottomed out last year to about $3.50 per dry metric ton unit (DMTU) and now it's up to about $8.00." In this exclusive interview with The Gold Report, O'Malley sheds some light on the seldom-discussed metal and its supply and demand fundamentals. She also explains how the market is really being driven by China and even lists several junior mining companies who are actively exploring manganese properties.
Friday, May 07, 2010
Australia Mining Super Tax Blunder Will Squeeze Global Economic Recovery / Commodities / Metals & Mining
By: Money_Morning
Martin Hutchinson writes: Australia just this week unveiled a mining "super tax" that the country plans to levy against its natural-resources sector starting in 2012.
This is bad news.
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Thursday, May 06, 2010
Victor Gonçalves Betting on the Raw Materials Investing / Commodities / Metals & Mining
By: The_Gold_Report
Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes.
The Energy Report: Victor, one of the big headlines since we last spoke is the loan that Europe is giving Greece. Some are calling it an EU bailout. As an economist, how do you see this move?
Sunday, May 02, 2010
Rising Steel Demand Support Our 2010 Price Predictions for Molybdenum, Manganese & Magnesium / Commodities / Metals & Mining
By: Anthony_David
The Economics Committee of the World Steel Association met in Beijing last month and released a short-range outlook for 2010 and 2011. Daniel Novegil, Chairman of the Economics Committee said, “The world steel industry now seems firmly set on a path to recovery. The emerging economies, who in total maintained positive growth through the crisis, will continue to show strong growth, driving world steel demand in the future, however the current recovery in the major developed economies is slower and the projected steel demand for them in 2011 is well below the 2007 level.”
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Sunday, May 02, 2010
Manganese, Magnesium and Molybdenum, Strategic Metals Key to Green Technology / Commodities / Metals & Mining
By: Anthony_David
Although demand for approximately 90% of manganese, 75% of molybdenum and 13% of magnesium is accounted for by the global steel industry, these three strategic metals are becoming highly important to the future of emerging green technologies.
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Sunday, May 02, 2010
World’s Steel Giants Jockey for Position / Commodities / Metals & Mining
By: Anthony_David
Driven by strong Chinese demand and some recovery in OECD markets, global mining and exploration giant Rio Tinto reported a 39% jump in its Q1 iron ore production figures. Rio Tinto followed the announcement with a 1.7% raise, from 230 million tonnes to 234 million tonnes, in its 2010 iron ore production target. Chief Executive Tom Albanese of Rio Tinto said that he was hopeful of his company’s growth on the wave of economic recovery reported in Asia.
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Wednesday, April 28, 2010
Derivative Overhaul is Powerful for Physical Metals / Commodities / Metals & Mining
By: Dr_Jeff_Lewis
As Congress looks to pass a financial overhaul bill to prevent a second coming of the Troubled Asset Relief Program and another financial crisis, one of the biggest winners are holders of physical precious metals. Language in the bill meant to reduce the volume of the derivatives market could send the price of physical metals soaring.
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Monday, April 19, 2010
Resources Stocks Sector Investing, Follow the News Early / Commodities / Metals & Mining
By: The_Gold_Report
"News flow is really, really important. If you're going to play these kinds of stocks, especially if this is a sector you're not that comfortable with, you want to get in at the start or before the start of a drill program and not at the end," says Eric Coffin, co-editor along with his brother David of the HRA (Hard Rock Analyst) publications. In this exclusive interview for The Gold Report, Eric explains the importance of sniffing out upcoming news and timing in selecting potential resource investment opportunities.
Thursday, April 15, 2010
Investing in Planes, Trains & Automobiles (& Rickshaws), Is there a China bubble? / Commodities / Metals & Mining
By: The_Gold_Report
Is there a China bubble? Not according to Gianni Kovacevic, corporate development strategist and principal of Kovacevic Consultants. In this exclusive interview with The Gold Report, Gianni says that China will continue to be the primary driver of fundamental demand for copper and other resources. He says the amount of infrastructure already built in China, and to be built, is not a road or bridge to nowhere, but a critical necessity. Hundreds of millions of people are participating in the largest migration in human history, presenting a great opportunity for investors.