Category: Metals & Mining
The analysis published under this category are as follows.
Thursday, July 20, 2017
Basic Materials and Commodities Analysis and Trend Forecasts / Commodities / Metals & Mining
By: Rambus_Chartology
Since the Basic Materials sector is breaking out I would like to take an in-depth look at some of the stocks that make up the Basic Materials sector along with some commodities in general. Most commodities have had a tough go of it since they topped out in 2011, but there are some signs that they may be bottoming, which could lead to a substantial rally over the intermediate to the long term. As you will see some of the bottoming formations are very symmetrical while others are pretty ugly, but as long as they can make a higher high and higher low an uptrend is in place.
Lets start with the CRB index which built out a one year bearish rising wedge formation that broke to the downside in March of this year. The price action has been chopping to the downside and has gotten a bounce to the upside in late June. Normally the price objective of a rising wedge is down to the first reversal point where the pattern started to build out.
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Wednesday, June 14, 2017
Hell Freezes Over: CFTC Finds Trader Guilty of Metals Price Rigging / Commodities / Metals & Mining
By: MoneyMetals
It must have been painfully awkward for the Commodity Futures Trading Commission (CFTC).
Last year, Deutsche Bank settled a civil suit involving blatant market rigging and turned over reams of information, including chat logs and voice recordings. The trove contained plenty of damning evidence which had gone overlooked by the CFTC.
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Monday, May 29, 2017
How Investors Can Profit From The Coming Resource Wars / Commodities / Metals & Mining
By: OilPrice_Com
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Wednesday, May 24, 2017
The No.1 Commodity Play In The World Today / Commodities / Metals & Mining
By: OilPrice_Com
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Tuesday, May 23, 2017
The Only Metal Trump Wants More Than Gold / Commodities / Metals & Mining
By: OilPrice_Com
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Sunday, March 26, 2017
Major Supply Shortage: Critical Minerals Igniting Cobalt Bull Market Mania / Commodities / Metals & Mining
By: Metals_Report
Collapsing oil prices are only the beginning as fossil fuels are turning into a historic relic, says Kenneth Ameduri, chief editor of Crush the Street. He discusses two commodities whose demand he expects to skyrocket as the world shifts to cleaner energy.
Elon Musk is at the forefront of this movement with his innovations that are turning fossil fuels into a historic relic. Some say oil's true price per barrel with the "supply glut" that exists and the innovations in the battery space is $20 per barrel.
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Monday, March 20, 2017
Physical Metals Demand Plus Manipulation Suits Will Break Paper Market / Commodities / Metals & Mining
By: MoneyMetals
Mike Gleason: It is my privilege now to welcome in Craig Hemke of the TF Metals Report. Craig runs one of the most highly respected and well known blogs in the industry and has been covering the precious metals for close to a decade now, and he puts out some of the best analysis on banking schemes, the flaws of Keynesian economics and evidence of manipulation in the gold and silver markets.
Craig, it's great to have you back and thanks for joining us again today and, how are you?
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Monday, February 06, 2017
How Investors Can Profit From Trumps Military Ambitions / Commodities / Metals & Mining
By: OilPrice_Com
Tesla just activated its battery gigafactory, and China is moving to hoard the world’s cobalt supplies at the same time that Trump promises a military build-up that can only happen with the precious metal. This all means supply panic for everything from the electric car break-out to the military industrial complex.
Right in the middle of this we have small-cap North American explorers—our new potential barons-in-the-making—in whose hands our energy revolution now lies.
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Monday, January 30, 2017
Manganese Is Energy Critical / Commodities / Metals & Mining
By: Richard_Mills
In 1917 the War Industries Board (WIB) noted that the United States was deficient in certain minerals of great importance to war making and self defense. A pre-World War II list of materials contained a total of 29 materials: 14 were strategic materials that ‘must be based entirely or in substantial part on sources outside the United States.' There were 15 critical materials that would be easier to source, perhaps even domestically, than the strategic materials.
The 1939 Strategic Materials Act authorized US$100 million to purchase strategic raw materials for a stockpile of 42 strategic and critical materials needed for wartime production.
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Monday, January 30, 2017
The No.1 Mining Stock For 2017 / Commodities / Metals & Mining
By: OilPrice_Com
On January 4, 2017, the biggest manufacturing development since Henry Ford’s Model T assembly line was powered on...
And investors should pay careful attention...
Because, with this quiet flip of a switch, the energy markets have now been transformed.
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Friday, February 19, 2016
Trump Candidacy Is Sign of a Falling Empire and a Rising Resource Market / Commodities / Metals & Mining
By: The_Gold_Report
Dramatic daily moves in the U.S. dollar, gold prices and the larger markets are pointing to a global banking collapse that will send resource prices higher in 2016, according to 321gold.com founder Bob Moriarty. In this interview with The Gold Report, he shares his insights on how mining equities will react and five names he is watching.
Thursday, October 08, 2015
Glencore Rout Blamed on Short Sellers Playing With CDS / Companies / Metals & Mining
By: Bloomberg
John Mack, director at Glencore and former CEO of Morgan Stanley, joined hosts Stephanie Ruhle and David Westin on Bloomberg TV's new flagship morning program, Bloomberg <GO>. He spoke about the stability of Glencore amid the global selloff in commodities. He also discussed why he is bullish on China, 2008 and responsibility for malfeasance at financial firms, and Hillary Clinton's presidential campaign.
Mack said fund managers shorting shares of Glencore and playing with credit-default swaps were responsible for recent volatility: “You have fund managers who short the stock, play with the CDS; that’s exactly what happened during the crisis. I mean, that’s fine for them to do that. That creates a lot of volatility."
Friday, October 02, 2015
Survival Secrets from Colorado Resource Investing Front Lines / Commodities / Metals & Mining
By: The_Gold_Report
Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.
Wednesday, August 12, 2015
Thinking Outside the Commodity Box: Benchmark's Investment Primer for Lithium, Cobalt and Graphite / Commodities / Metals & Mining
By: The_Gold_Report
It's often difficult to understand the global markets for critical minerals so The Gold Report narrowed it to three—lithium, cobalt and graphite—and brought in Simon Moores, managing director of London-based Benchmark Mineral Intelligence, and the firm's analyst, Andrew Miller, to provide insight into minerals that they say need to shed their labels as traditional commodities and embrace their future as niche, raw-material solutions for a growing list of technology manufacturers. As Benchmark prepares to embark on its World Tour, Moores and Miller discuss supply chain visibility and the impact of disruptive technologies on these markets, as well as companies seeking to leverage lithium, cobalt and graphite into investable business models that will lure investors with a long-term outlook.
Sunday, April 26, 2015
This Industrial Metal Is Leaving Gold in the Dust / Commodities / Metals & Mining
By: Investment_U
Sean Brodrick writes: Precious metals are stuck in low gear (though the miners are starting to look much better). Many Oxford Club Members have asked how they should fulfill the metals portion of their portfolios.
I believe one outperformer this year will be zinc. It’s already up 12.9% since March 17. That’s much better than gold. And the good news is zinc is poised to go higher yet.
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Wednesday, April 08, 2015
Cautioning Resources Investors About the Real Potential of Deflation / Commodities / Metals & Mining
By: Metals_Report
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late.
Thursday, April 02, 2015
Buy, Hold Large Caps Until Commodity Cycle Rebounds / Commodities / Metals & Mining
By: Metals_Report
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names.
Tuesday, March 24, 2015
The Secret of Success in Mineral Exploration / Commodities / Metals & Mining
By: Casey_Research
By Louis James, Chief Metals & Mining Investment Strategist
As an investor, I want to bet on the jockeys who win the most races, not just the best-looking horses. So, while I’m no Tom Peters or Stephen Covey, I’ve made a study of success over the last decade. The critical question for a metals investor: what does it takes to be a serially successful mine-finder?
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Wednesday, March 11, 2015
Mining Stocks Investing - How to Get Struck by Lightning / Commodities / Metals & Mining
By: Casey_Research
By Louis James, Chief Metals & Mining Investment Strategist
Two M&A deals have already delivered paydays for investors in junior mining stocks this year: Goldcorp’s half-billion-dollar purchase of Probe Mines in Canada, and Tahoe Resources’ billion-dollar acquisition of Rio Alto Mining, a Peruvian gold producer.
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Wednesday, February 04, 2015
Bottom-Fishing Opportunities in Base Metals, Especially Zinc / Commodities / Metals & Mining
By: Metals_Report
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles.
The Mining Report: Copper has fallen about 12% in 2015 and other base metals are seeing significantly weaker support after the World Bank said it expects the global economy to slow by as much as 1% this year. Is the bull market for commodities over or is this a pause in an otherwise bullish cycle?
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