Category: Metals & Mining
The analysis published under this category are as follows.
Friday, September 11, 2009
What's Driving Lithium? Merrill McHenry on the "Technology" Metal / Commodities / Metals & Mining
By: The_Gold_Report
Demand for lithium is on the rise, as hybrid car batteries and portable electronic devices often require rechargeable lithium batteries. Analyst Merrill McHenry, MBA, CFA, in this email interview, gives The Energy Report readers the lowdown on automakers racing to see how many cars they can get into the market, and the importance of project economics in looking at investment opportunities. Some excerpts:
Tuesday, August 25, 2009
The Metals Resource Investment Story Is Not Over / Commodities / Metals & Mining
By: The_Gold_Report
Not many investors anticipated the devastation 2008 would visit upon the markets. Nonetheless, shrewd advisors sought, as always, to limit risk by investing in a wide array of sectors. Looking to do just that, Malcolm Gissen and Marshall Berol started a no-load mutual fund—the Encompass Fund—in June 2006. Like others, the fund suffered a steep decline in Q408, but has since witnessed a pretty dramatic recovery. In this exclusive interview with The Gold Report, Malcolm and Marshall share why they believe "we're still in the early innings" of the resource investment game and foresee a bright future for the all-star junior miners.
Friday, August 21, 2009
China Turning the Screws on Rio Tinto in Iron Ore Negotiations / Companies / Metals & Mining
By: Money_Morning
Bob Blandeburgo writes: China is pressing Rio Tinto PLC (NYSE ADR: RTP) hard for a sharp reduction in the prices the company charges for its iron ore. But mining companies like Rio, who have had their bottom lines eviscerated by a slump in commodities prices, may have a hard time acquiescing.
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Wednesday, August 19, 2009
Two Near Term Junior Resource Market Production Stories / Commodities / Metals & Mining
By: Richard_Mills
As a general rule, the most successful man in life is the man who has the best information
Base metal prices have been on a tear and are currently up much more then precious metals in 2009. Copper has almost doubled from its low, to $2.74/lb, zinc is up 70% to $0.80/lb. Even nickel, which had been lagging the recovery, is now up almost 100% to $8.50/lb. The Gold Fields Mineral Services Base Metal Index is up 26% just in last month.
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Thursday, August 13, 2009
Lithium and Obama’s Electrification of America / Commodities / Metals & Mining
By: Richard_Mills
America’s future energy course is being charted today because of the ramifications of peak oil, because cars pollute too much, because of global warming, because America wishes to end her dependence on foreign supplied energy and to be blunt… Americans need jobs.
Wednesday, August 12, 2009
Cheerful Prognosis for Dr. Copper / Commodities / Metals & Mining
By: The_Gold_Report
Even if emerging economies' demands for copper were to falter, Jennings Capital Inc. Mining Research Analyst Peter Campbell sees plenty of polish on copper ahead. One big reason: Even a gradual climb out of recession will prompt North American and European manufacturers to replenish inventories as they begin restoring production to pre-crash levels. As for the copper companies themselves, he tells The Gold Report that some of the best bets lie with emerging producers that are prepared to augment diminishing supplies with new finds. Peter has his sights set on iron ore, nickel, aluminum and other base metals, too, but he calls copper "the best and clearest way by far" of participating in the evolving economic story.
Saturday, August 08, 2009
Helping Investors Navigate Metals and Mining Rocky Road to Riches / Commodities / Metals & Mining
By: The_Gold_Report
You don't hear a lot about "peak gold," but the fact is that great gold deposits are harder and more costly to find these days. Then getting the few finds into production takes more time and money than ever before. So why bother? Because the occasional success story makes it all worthwhile for the intelligent investor. "It's those few that really keep all of us in this game and keep all the money coming in," renowned exploration analyst and geologist Brent Cook tells The Gold Report readers. Brent, who produces the weekly Exploration Insights newsletter, also offers a few tips for intelligent investing in metals and mining that don't require expertise in mineralogy to put into practice.
Friday, August 07, 2009
The Cobalt Commodity Story / Commodities / Metals & Mining
By: Richard_Mills
As a general rule, the most successful man in life is
the man who has the best information
What is Happening with Cobalt?
Cobalt became one of the two “major” minor metals in this decade’s metals cycle, the other being molybdenum. Cobalt also made the short list of four metals that the European Union chose to name in its press release as representative of the 40 metals it is classifying as critical:
Thursday, August 06, 2009
Metals Snap Back Rally / Commodities / Metals & Mining
By: HRA_Advisory
The continued enthusiasm for metals can be tied to a combination of devaluation of the Greenback and hopes that western recessions are bottoming. The deteriorating US Dollar is an element that will have to be weighed against the demand picture for the next decade. However, western demand hasn’t been fundamental to pricing metal, or oil, for over a decade. Current enthusiasm, especially in light summer trading, should be treated gingerly.
Wednesday, July 22, 2009
Economies Bottoming and Metal Prices / Commodities / Metals & Mining
By: HRA_Advisory
The shift towards a more positive mood became infectious last week, despite a continuation of at best mixed results from either side of the Atlantic. In New York the brokers were showing good Q2 results, but the bankers are still flushing cash away on an operating basis. Being able to gain on the decline of assets is aiding the traders, while the lenders continue to deal with the losses this creates.
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Tuesday, July 21, 2009
Race for Rare Metals – And China Is Winning! / Commodities / Metals & Mining
By: ProactiveInvestors
Sam Kiri writes:The recent G8 Summit in Italy ended with one important concluding note. As President Barack Obama summarised, “For us to think we can somehow deal with some of these global challenges in the absence of major powers like China, India and Brazil seems to me wrongheaded.” A well-timed thought as it is clear that the role played by these nations in the world economy is gaining prominence.
Monday, July 20, 2009
Which Metal Is Shining More, Copper or Gold? / Commodities / Metals & Mining
By: Bill_Downey
For any investor trying to sum up the copper situation, he/she must come to grips with many conflicting forces all vying to affect its price. The mass media continues to send signals that the worst is over and recovery is at hand in the global market place. Meanwhile some pretty savvy analysts on the internet are telling us to hold on to our buttocks as the next wave of credit contraction is upon us this fall as the commercial real estate market is about to embark on the same road as the residential real estate market followed last year. If this is the case then the markets could be in for another bout of cascading selloffs as were witnessed last year. Let’s discuss both, and then look at the price charts to see if they offer clues and potential tactics we might employ.
Monday, July 20, 2009
Mining In Mexico with Great Panther Resources, GPR:TSX / Commodities / Metals & Mining
By: Richard_Mills
In 1992 mining laws were changed in anticipation of the North American Free Trade Agreement (NAFTA). The new laws allowed 100 percent foreign ownership of Mexican mines (except for hydrocarbons, radioactive materials and salt).
Monday, July 20, 2009
An African Mining Stock for Brave Investors / Companies / Metals & Mining
By: MoneyWeek
Dominic Frisby writes: The life of an exploration geologist is not an easy one.
Despite spending many years in the remoter parts of the wild with just your boots, a pick and a tent for company, you might make just one significant mining discovery in your career. If you’re lucky, you might make three or four. Plenty make none.
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Saturday, June 20, 2009
Mickey Fulp Sees Bright Outlook in Junior Gold and Rare Earth Elements Sectors / Commodities / Metals & Mining
By: The_Gold_Report
Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp returns to discuss the brightening prospects for the junior sector with The Gold Report readers. A Certified Professional Geologist, he is particularly intrigued these days by companies operating in “emerging environments” where the “geological potential is under-explored.” Another area of keen interest Mickey talks about in this exclusive interview is the re-emerging rare earths elements sector, a potential source of neodymium, lanthanum and heavy rare earth elements needed to produce energy-efficient hybrid vehicles.
Friday, June 12, 2009
Metal Prices Creating Another Financial Bubble? / Commodities / Metals & Mining
By: Pravda
against the background of the sliding dollar. Nickel had the most considerable price increase at London Metal Exchange today. A ton of this metal gained 5.09 percent and reached the maximum of this year – $15359.
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Tuesday, May 26, 2009
Keep an Eye on Metals Mining Exploration Plays in the James Bay Area / Commodities / Metals & Mining
By: The_Gold_Report
Eric Lemieux, metals and mining analyst with Laurentian Bank Securities, focuses on the emerging mineral wealth of the James Bay area of Quebec and discusses his favorite explorers in this exclusive interview with The Gold Report. Despite producers being more in favor, he believes the James Bay area with its exploration plays and favorable geological, geographic, and social fundamentals retains its advantages.
Saturday, May 02, 2009
ECU, Silver Miner Sitting on Half a Billion Ounces / Commodities / Metals & Mining
By: Uncommon_Wisdom
Sean Brodrick writes: What if I told you that there was a producing silver miner, sitting on nearly half a billion ounces of silver equivalent, that you could buy for under a buck a share. Would you be interested?
You’d probably have more questions. I had a lot of them when I had a chance to sit down this week with Stephen Altmann, President of ECU Silver (symbol ECU on the TSX in Canada; ECUXF on the pink sheets in the United States). ECU is a Canadian miner hard at work in mineral-rich Durango State in Mexico.
Tuesday, April 28, 2009
Copper Supply and Demand - New Rule Book Still Being Written / Commodities / Metals & Mining
By: The_Gold_Report
What's driving copper to its recent high of $2.20 a pound? If demand is down, how is it possible that the price of copper went up 40% to 50% within the last three months alone? "We're playing by a different set of rules now," says Gianni Kovacevic, corporate development strategist at Global Opportunities AG. In this exclusive interview with The Gold Report, Gianni discusses the changing face of copper and the new rule book being written for it.
Friday, April 24, 2009
China Demand Driving Bullish Reversal For Copper Prices / Commodities / Metals & Mining
By: Money_and_Markets
Sean Brodrick writes: I have a chart of copper that I MUST share with you. Despite the bearish news on the global economy as a whole, copper is strong and getting stronger …
You can see that after plunging last fall, copper has spent months hammering out a rounded bottom. This kind of pattern is often an indicator of trend reversal. In this case, the trend would be reversing from bearish to bullish.
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