Category: Metals & Mining
The analysis published under this category are as follows.
Tuesday, March 30, 2010
Copper: An Insider’s Perspective / Commodities / Metals & Mining
By: Q1_Publishing
Copper prices are up a 160% in the past year and a half.
Most investors are wondering is the run over?
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Thursday, March 25, 2010
Gold and Metals Continuum / Commodities / Metals & Mining
By: HRA_Advisory
The Chilean earthquake that has done so much damage in the southern area of the country also cut short the consolidation that copper’s price had begun. All reports indicate that there has been little damage at mine sites, most of which are in northern Chile. There is still a question of whether infrastructure disruptions resulting from the need to focus on the quake hit areas could reduce the country’s metal shipments.
Wednesday, March 24, 2010
Lithium Commodity Investing ABC / Commodities / 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.
The evaporate mineral deposits on the plateau - which may contain potash, lithium and boron - are formed by intense evaporation under hot, dry and windy conditions in an endorheic basin - endorheic basins are closed drainage basins that retain water and allow no outflow - precipitation and inflow water from the surrounding mountains only leaves the system by evaporation and seepage. The surface of such a basin is typically occupied by a salt lake or salt pan. Most of these salt lakes - called salars - contain brines which are capable of providing more than one potentially economic product.
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Wednesday, March 24, 2010
Lithium Commodity Investing - New Participants Positioned for Near Term Production & Supply Chain Fundamentals / Commodities / Metals & Mining
By: Madison_Avenue_R
Currently lithium production supply and demand are relatively in balance, however the possibility of a lithium production supply deficit is realistic scenario as the problem with predicting demand is that no one actually knows just how enthusiastic developing trends will be. The future use of lithium in transportation as a preferred medium of energy storage, among other uses, has earmarks of going viral in the next couple decades. New entrants and the ramping up of production from existing producers is expected by some industry forecasts to keep supply in step with demand, but the fear of possible supply chain interruption is a motivator for major industrial end users to take preemptive measures and ensure they are strategically involved now.
Saturday, March 20, 2010
Lithium Commodity Investing, Hot Now, Soon to Sizzle / Commodities / Metals & Mining
By: The_Gold_Report
Lithium, the flavor of the year, is in high demand—powering everything from hybrid cars to laptops and cell phones. In this exclusive Gold Report interview, Byron Capital Markets lithium analyst Jon Hykawy discusses key drivers for lithium, as well as vanadium. He also recommends a few names in the still-small space, adding "these are early days;" the opportunities emerging should benefit the producers and investors.
Friday, March 12, 2010
Rebound in Copper Returns Focus On 76.4% Resistance / Commodities / Metals & Mining
By: Seven_Days_Ahead
Early this year the prior steady uptrend from a late 2008 low was seen to falter at a key Fibonacci level. After an initial sell-off a strong bounce has unnerved the bears - there is still scope for a resumption of weakness, but the market is at a critical stage.
Wednesday, March 10, 2010
Petropavlovsk’s Iron Ore Prospects / Companies / Metals & Mining
By: Miles_Banner
We last wrote about Petropavlovsk back in December 09. Back then we noted the unusual selling of shares from Peter Hambro and Pavel Maslovsky, the two directors. Last week one of our readers drew our attention to the fact we’ve not spoken about them for a while. Fear not, they have been on our radar and as of last week fresh news caught our interest.
Wednesday, February 17, 2010
BHP Billiton, Amazon, Potash The Big Australian & the Brazil Consortium / Commodities / Metals & Mining
By: Richard_Mills
As a general rule, the most successful man in life is the man who has the best information
In the spring of 1869 a German Chemist named Charles Rasp immigrated to Australia for his health. Unable to find work in his chosen trade Charles learned to ride a horse and began wrangling sheep. One day, while out riding his horse at Broken Hill, he discovered mineralised rock. He took out a mining lease, punched holes in the ground and eventually found rich veins of silver. The Broken Hill Proprietary Company – BHP - was incorporated in 1885 while mining silver and lead at Broken Hill in western New South Wales.
Tuesday, February 09, 2010
Resources Still The Place To Be Invested, But Watch For Correction / Commodities / Metals & Mining
By: The_Gold_Report
Adrian Day, President of Adrian Day Asset Management, says that despite hitting yet new highs near the end of the year, there is much further to go for gold and gold stocks. In this excerpt from a recent article, Adrian reviews the resource markets and looks ahead, particularly to gold; recommending several companies for which he is anticipating good things.
Tuesday, February 09, 2010
Will Copper Become the “New Gold?” / Commodities / Metals & Mining
By: Money_Morning
Peter Krauth writes: The Statue of Liberty is one of the most recognizable American icons in the world.
And as she towers 305 feet above Ellis Island, what's Lady Liberty wearing? Copper - 60,000 pounds of it.
Monday, February 08, 2010
Electric Cars Materials and Resources Demand / Commodities / Metals & Mining
By: Richard_Shaw
If electric cars are adopted by the market in the US and abroad, there will be a shift in the relative demand growth rate for certain basic materials.
While global population growth and average global standard of living increases will raise overall materials demand across the board, a move toward electric cars, particularly plug-in electric cars, will change the composition of basic materials demand growth.
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Friday, January 29, 2010
Copper, Zinc, Nickel... Impact From Soaring Base Metals Stockpiles / Commodities / Metals & Mining
By: Zeal_LLC
Ever since its secular bull kicked off in 2003, the once-boring base-metals sector took on an aura of excitement. What trader wasn’t excited when copper, zinc, nickel, lead, and aluminum put together respective gains of 475%, 523%, 650%, 829%, and 163% from their 2003 lows to their interim bull-market highs?
A structural shift in base metals’ core fundamentals sent prices skyrocketing, as supply simply wasn’t able to keep up with fast-growing demand. The age of consumption extended well beyond the Western economies that normally drove commodities prices, and an Asian monster was aggressively feeding its voracious appetite for the metals. A new group of developing economies had finally joined the modern era, initiating colossal infrastructure buildouts.
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Thursday, January 28, 2010
Constituents of Commodity Companies Index (CCI) Finally Revealed / Commodities / Metals & Mining
By: Lorimer_Wilson
There are over 1000 companies of various market capitalizations trading on the Canadian and/or U.S. stock exchanges that are involved in some aspect of commodities be it in mining, drilling, agriculture, exploring, developing or financing. That being said there are only about 100 companies that have warrants that trade and only 35 have warrants that are of 24 months duration or longer.
Tuesday, January 26, 2010
Saskatchewan's Resources Enriching the World / Commodities / Metals & Mining
By: The_Gold_Report
As if the fairy godmother flicked her magic wand, once drab and droopy Saskatchewan has blossomed into the belle of the ball—and the healthiest economy in Canada. According to Tom MacNeill, undeniably one the province's most ardent fans, the transformed province will keep heads turning for the next century. Chairman and CEO of 49 North Resources Inc. (TSX-V:FNR), Tom is reaching out to line up suitors and fill out dance cards to finance a lot of early-stage opportunities in the now-flourishing resources sector that's leading the economic revolution.
Thursday, January 21, 2010
Investors Race to Buy Up Rare Earth Elements in 2010 / Commodities / Metals & Mining
By: The_Energy_Report
Mercenary Geologist Mickey Fulp says that 2009's "flavor of the year"—rare earth elements—will sport that same label in 2010. A major driving force, the momentum building in green technology, is expected to take global consumption to 200,000 tons annually by 2015 (from approximately 108,000 tons in 2007). At the same time, tight supplies will shrink further for at least another two or three years, until deposits outside China ramp up into production. Among the companies Mickey likes in the space are the integrated mine-to-market players. In this exclusive interview with The Energy Report, he also tells us he's bullish on uranium, too, but finds it scary to see likes of Kazakhstan emerging as the world's top supplier.
Tuesday, January 19, 2010
Focus on Fundamental Drivers for Gold and Copper / Commodities / Metals & Mining
By: The_Gold_Report
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.
Friday, January 15, 2010
Copper Awaiting Reaction at 76.4% Resistance / Commodities / Metals & Mining
By: Seven_Days_Ahead
The recovery in Copper that started in late 2008 continued through 2009 without much reaction to the downside. The upmove has finally reached the 76.4% recovery area of the major losses seen earlier in 2008 – it is worth keeping an eye out for signs of bull fatigue here.
Thursday, January 14, 2010
Base Metals and Rare Earths Balancing Security of Supply and Investment Optimism / Commodities / Metals & Mining
By: The_Energy_Report
Americans have been bemoaning U.S. dependence on foreign oil for decades and a domestic alternative still seems a distant dream. Meanwhile, the world has changed. On one hand, that dependency now stretches across a broadening spectrum of raw materials, from molybdenum and tungsten to zinc, nickel and chromium to the decade's darling on the periodic table—the rare earths. And on the other, huge emerging economies, primarily that of China, are driving up demand for the raw materials needed to develop infrastructure and making it clear that their own domestic needs take priority.
Friday, January 08, 2010
Copper Bull Market Correction / Commodities / Metals & Mining
By: Zeal_LLC
Copper has enjoyed a spectacular run higher. In calendar 2009 as it emerged out of the stock-panic-induced commodities-price crash, it rocketed 153.2% higher! Such performance is just staggeringly good, even by the high post-panic standards. Over this same span the flagship CCI commodities index (which includes copper) only rallied 32.1%. And gold, which captivated traders in recent months, was only up 24.3% in 2009.
Saturday, January 02, 2010
Junior Base Metals Stocks / Commodities / Metals & Mining
By: Zeal_LLC
If you peel away the layers of what the mainstreamers classify as materials stocks, you will find the base metals stocks. And it is this group of stocks that represents the mining companies responsible for the supply side of the non-ferrous metals trade.