Category: Metals & Mining
The analysis published under this category are as follows.
Wednesday, January 22, 2014
A Dozen Gold, Copper, Phosphate and Uranium Stocks / Commodities / Metals & Mining
By: Metals_Report
Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed.
The Mining Report: In December Federal Reserve Chairman Ben Bernanke announced a $10 million ($10M) cut in monthly quantitative easing (QE). He also said that interest rates would remain at zero for the foreseeable future. What effects will these decisions have on the economy and on precious metals?
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Tuesday, December 31, 2013
Metals Market Manipulation - What Big Banks Are Hiding from You Now / Commodities / Metals & Mining
By: Money_Morning
Remember the outrage last July when we found out owners of giant metal storage warehouses, folks like Goldman Sachs and JPMorgan Chase, were delaying delivery of stocks of aluminum so that they could collect more rent on them?
We learned that, since Goldman took over some industrial warehouses in Detroit, the delivery time for aluminum went from six weeks to 16 months.
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Monday, December 30, 2013
Basic Materials Sector Stocks Investor Opportunities / Commodities / Metals & Mining
By: Rambus_Chartology
Rambus Chartology has been focusing on the Precious Metals for the most part as that is where the most compelling Chartolgy has been.
But tonite I would like to switch gears and visit a different sector which is looking very interesting to say the least.
About every two or three months or so I do a post on the Basic Materials sector just too keep an eye one what is happening there. It has been somewhat mixed for the most part but it now seems to be gaining some momentum. As you know I've taken a couple of position related to the area recently. I tried the shippers a month or so ago but got stopped out on a hard backtest but I could see the potential starting to build for this undervalued area. The latest bout of strength still hasn't shown up in the CCI commodities index as it has been flat lining on top of a long term support and resistance rail that goes all the way back to 2007. So far the CCI has corrected 50% of the move off the 2008 low which it has been holding for some time now.
Monday, November 25, 2013
Platinum and Palladium - Hitch a Ride on the Supply Crunch / Commodities / Metals & Mining
By: Jeff_Clark
Can you name a commodity that's currently in a supply deficit—in other words, production and scrap material can't keep up with demand? How about two?
If you find that difficult to answer, it's because there aren't very many.
When you do find one, you might be on to a good investment—after all, if demand persists for that commodity, there's only one way for the price to go.
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Tuesday, November 05, 2013
This Forgotten Metal Could Double in Price / Commodities / Metals & Mining
By: Money_Morning
Peter Krauth writes: We looked at aluminum last time, where the profit potential remains unusually high. But now it's time to look at the other "forgotten" metal.
This one, as you'll see, is already the most-used metal in the world.
And shares of its best producer could double...
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Monday, October 21, 2013
U.S. Dollar Diamond Top Pattern Implications for Gold and Silver and Mining Stocks / Commodities / Metals & Mining
By: Rambus_Chartology
In this Weekend Report I would like to show you some charts as to why I have made an abrupt short term move out of our short positions in the precious metals complex. I know some of you think I have lost my mind but I can assure you that isn't the case. Regardless if I'm bullish or bearish I'm always looking at both sides of the market looking for clues for either direction. This week we got a major clue when the US dollar finally finished its third backtest to the bottom rail of the 11 point diamond top. It's possible that gold and US dollar can trade in the same direction for awhile but I don't think that will be the case longer term. So lets look at some charts for the US dollar first as that's where the biggest clues lie.
Wednesday, October 02, 2013
Greenland Is the Final Frontier for Lower-Cost Mining / Commodities / Metals & Mining
By: Metals_Report
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation.
The Metals Report: You never really believed that there was anything resembling an economic recovery in the United States, correct?
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Friday, June 07, 2013
China Pollution Crisis Potential for Exponential Clean Energy Metals Demand / Commodities / Metals & Mining
By: Jeb_Handwerger
The U.S. equity markets such as the S&P500 (SPY) and Dow (DIA) are breaking into new 15 year highs, after an unprecedented move by Bernanke to stimulate the economy over the past five years.
Increasingly, investors may look to cheaper, out of favor sectors such as the uranium and rare earth sector which is critical for clean-carbon free energy. These sectors are crucial for the clean carbon reducing future of emerging nations such as China and India which are dealing with dangerously high levels of air pollution from dirty coal producing plants. Take a look at this picture of Beijing. Air pollution is a major health crisis that is killing people.
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Wednesday, June 05, 2013
The War over Conflict Metals / Commodities / Metals & Mining
By: Metals_Report
Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space.
The Metals Report: Lisa, how will the Dodd-Frank Wall Street Reform and Consumer Protection Act affect industrial users of metals like tantalum, tin and tungsten?
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Tuesday, May 14, 2013
How Investors Should Diversify Beyond Gold / Commodities / Metals & Mining
By: The_Gold_Report
Last month's landslide at Utah's Bingham Canyon, one of the world's largest copper mines, triggered significant discussion on possible copper shortages. Brent Cook, veteran geologist and publisher of Exploration Insights, puts the landslide into perspective in this interview with The Metals Report. And for investors who want to dig out profit potential beyond the yellow metal, Cook gives us a byproduct primer and suggests base metals are a great way to diversify.
The Metals Report: In April, a landslide shut down operations at one of the largest copper mines in the world, Rio Tinto Plc's (RIO:NYSE; RIO:ASX; RIO:LSE; RTPPF:OTCPK) Bingham Canyon mine. Thankfully, no one was injured. Are landslides always a threat at large, open-pit mines? Will this change the standards for how mines are built and their size?
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Wednesday, February 13, 2013
Gold Price Will Fall, Time to Switch to Specialty Metals? / Commodities / Metals & Mining
By: The_Gold_Report
The U.S. and Europe may have been skirting the edge of financial peril for years, but Christopher Ecclestone, who is the principal and mining strategist of London-based Hallgarten & Co., told The Metals Report that the gold price should drop this year as investors realize that there's no more cause for panic. However, the frank and expressive Ecclestone has plenty of other suggestions for what's "sexy" this year (zinc, copper and specialty metals), even as he rips into "business as usual" gold majors and chastises any management team with the nerve to offer a 0.5% dividend.
The Metals Report: Christopher, you believe that the market will recover in 2013. Why?
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Friday, February 01, 2013
Stock Market Rally Should Boost Discounted Rare Earth and Uranium Miners / Commodities / Metals & Mining
By: Jeb_Handwerger
I notice with interest that the popular media is ignoring the World Trade Organization case against China for restricting exports of critical materials (REMX). This reduction of supply of the critical metals has a significant impact on the global economy.
These critical metals are not only crucial for your iPads and smartphones, but for our top secret, most advanced weaponry. Looking for substitutes for rare earths has proven to be a poor return on investment. For 50 years, they have been trying to find alternatives, only to find out that the chemical characteristics of rare earths are inimitable.
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Saturday, January 26, 2013
Greenland Future Resources Boom / Commodities / Metals & Mining
By: Richard_Mills
Greenland is located in the North Atlantic Ocean adjacent to the Canadian arctic archipelago. About 80 per cent of Greenland is ice cap that can be up to 3kms thick. Approximately one-twentieth of the world's ice and one-quarter of the earth's surface ice is found in Greenland – the ice-free zone around the ice cap is up to 300 kms wide and covers an area of 410,000 km² (area of Germany is 357,000 km).
Thursday, January 24, 2013
Australia’s Metal Miners hitch a Ride to China’s Economy / Commodities / Metals & Mining
By: Gary_Dorsch
Navigating a metals mining company through the treacherous seas of the global economy is no easy task. There are many headwinds that can capsize a mining company or steer it far off course, if the captain of the ship doesn’t read the signals of the marketplace correctly. And it’s not only shareholders that can get hurt from calamitous decisions, but also CEO’s, such as Rio Tinto’s boss, who was sacked last week, because of a string of $34-billion of write downs, stemming from ill-timed and over priced acquisitions of aluminum and coal mines.
Thursday, January 03, 2013
Are You a Base Metal Growth Bull or a Gold Gloom-and-Doomer 2013? / Commodities / Metals & Mining
By: The_Gold_Report
Gold bugs say the global economy could collapse any day now. But what about investors who see continued growth in emerging economies and a steady, if slow, U.S. recovery? Look to base metals, recommends Haywood Analyst Stefan Ioannou. He expects price runs for 2013–2015, especially for zinc, which is facing a serious supply squeeze. Do your homework now to get positioned as soon as the uptick begins. Ioannou shares his favorites in this Gold Report interview.
The Gold Report: Stefan, what is your 2013 outlook for copper?
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Wednesday, September 26, 2012
The Great Graphite Supply Shakeup / Commodities / Metals & Mining
By: Critical_Metals_Repo
Investors who remember the lithium boom (and bust) a few years ago may be twice shy to enter a space with big upside potential tied to electric vehicles. But the parallels between graphite and lithium are superficial, insists Simon Moores, analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China's production lull is making way for market entrants. In this exclusive interview with The Critical Metals Report, Moores profiles graphite miners around the world competing for the market's attention.
Thursday, July 05, 2012
Russia & Brazil’s Strategic Alliance Continue / Commodities / Metals & Mining
By: Anthony_David
Russia and Brazil, both major commodity nations, make a strategic pair with Russia ranking among the world’s top producers in the energy and metals sectors while Brazil is a strong exporter of agricultural products, cars, machinery and iron ore. Trade between the two countries grew five-fold in the period from 2002-2008. In 2010 Brazil and Russia entered into an agreement to boost trade between their countries and enter into strategic partnerships in the areas of energy, infrastructure and space exploration.
Thursday, July 05, 2012
India Profits from Downturn in World Steel Production / Commodities / Metals & Mining
By: Anthony_David
The EU crisis and global recessionary trends have dampened steel production. With lowered prices and falling demand, steel producers are looking to cut costs by shutting down unprofitable plants. According to researcher World Steel Dynamics, prices for hot rolled steel have fallen by 12% since February 2012 and a further drop in price is expected. Capacity utilization is also down to 76% from 80%. To keep prices stable in the current global environment, steel production needs to slow down. Germany’s ThyssenKrupp AG is trying to sell its loss-making sheet-metal plant in Alabama, while Arcelor-Mittal has closed a Belgian plant and is idling some of its other plants.
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Wednesday, June 13, 2012
Everything You Need to Know About Junior Mining Stocks / Commodities / Metals & Mining
By: Money_Morning
Peter Krauth writes:
Let's make something clear up front: junior mining stocks are not for the faint of heart.
Legendary investor Doug Casey calls them "the most volatile stocks on earth."
They can and do regularly undergo massive swings, both positive and negative.
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Monday, June 11, 2012
Why Warren Buffett is Loading Up on Tungsten / Commodities / Metals & Mining
By: Money_Morning
Don Miller writes:
Warren Buffett is at it again.
Although he says he doesn't want to own gold, the world's most famous investor has taken a shine to what may be the most precious metal of the 21st century - tungsten.
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