Category: Metals & Mining
The analysis published under this category are as follows.
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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Wednesday, December 31, 2014
Commodity Companies with the Disruptive Advantage / Companies / Metals & Mining
By: Metals_Report
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report.
The Mining Report: Chris, on your travels, what are you seeing in Europe and Asia regarding supply and demand in the commodity markets?
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Wednesday, October 22, 2014
Copper, Nickel and Zinc Won't Be Cheap for Long / Commodities / Metals & Mining
By: Metals_Report
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that.
The Mining Report: What effect is the strong U.S. dollar having on base metal prices and base metal equities?
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Monday, October 06, 2014
Long-term Forecast for Commodity Prices and Mining Industry Funding / Commodities / Metals & Mining
By: Dr_Volkmar_G_Hable
Rising global scarcity of resources – metals, minerals and energy – that an ever-increasing human population uses every day to sustain its unsustainable lifestyle, has been the most important topic since the burst of the dotcom bubble in 2000. The reason is simple: we live on a planet with a distinctly finite resource base and a rapidly growing population.For over the last twelve years supply has struggled to keep pace with demand. Yet we experience a collective breakdown among junior miners of epic historical proportions. Confused investors have been questioning their portfolio strategies and have withdrawn their money from “value in the ground” to re-invest it into scarily overvalued internet companies with questionable earnings and even more precarious business models built on promises of more bites and bytes. Today’s situation displays eerie similarities to the business and economic developments leading up to year 2000 and the events we remember all too well. I am considering a new article with the title “50 shades of investor insanity”.
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Wednesday, September 03, 2014
Preparing for a Financial Crisis Worse than 2008? / Commodities / Metals & Mining
By: Metals_Report
Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value.
Wednesday, July 02, 2014
Rising Demand and Falling Supply Equals Higher Metals Prices / Commodities / Metals & Mining
By: Metals_Report
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia.
The Mining Report: Last month, the price of gold rose over 3% in one day. Can we ascribe this to the conflicts in Ukraine and Iraq or the unraveling of Chinese commodity financing deals?
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Wednesday, May 28, 2014
Nickel, Palladium and Platinum Metals Outperforming in 2014 / Commodities / Metals & Mining
By: Jeb_Handwerger
Summary
- Platinum, Palladium and Nickel are outperforming the S&P 500 by a wide margin in 2014.
- The relative strength is fundamentally due to declining supply from key regions such as South Africa, Russia and Indonesia.
- Growth for Platinum, Palladium and Nickel is very strong especially in growing economies in Asia which need catalytic converters and stainless steel.
- China has hardly any domestic PGM or nickel production. They must import.
- Focus on advanced PGM/Nickel development projects in stable jurisdictions in North America.
Wednesday, April 02, 2014
The Rise of a Euro-Chino-Russian Superpower / Commodities / Metals & Mining
By: The_Gold_Report
Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future.
The Mining Report: In his recent interview with The Gold Report, Robert Cohen said that now that Crimea has joined Russia, the crisis in Ukraine has run its course, which is why the price of gold has dropped. As a European mining analyst, do you agree with Cohen's assertion?
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Wednesday, March 19, 2014
China Economy Isn't Slowing Down, It's Buying Up Resources / Commodities / Metals & Mining
By: Metals_Report
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity.
Tuesday, February 18, 2014
Zinc, the "Workhorse" Metal Is Ready for a Price Breakout / Commodities / Metals & Mining
By: Money_Morning
Peter Krauth writes: It's not surprising that precious metals get the most attention.
They're considered "precious" thanks to their scarcity, beauty, and history as a store of value.
That's all true. But industrial metals do the really hard work.
There's one base metal used worldwide to produce rustproof steel, in a variety of alloys, and even as a health supplement. It's not often spoken of as a great addition to your investment portfolio.
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