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Metals / Commodities

Japanese Recycling Weakens China’s Rare Earth Stranglehold

Oct 07, 2010 at 09:32 | David Caploe PhD

As Deng Tsiao-Ping observed before his death, rare earth metals - which are crucial to producing all manner of "clean" high-technology - are China's oil. Despite the name, rare earth…

Metals Shortages Threaten Developments in Solar Energy and Nuclear Power

Oct 05, 2010 at 09:55 | Professor Chris Rhodes

It is not only an impending gap in demand and supply of oil that imposes upon the conservation of human civilization, the pressing and imminent depletion of world metals threatens…

Opportunities in the Uranium Sector

Sep 30, 2010 at 11:29 | Dave Forest

The world is in need of good uranium mining projects. Many of the deposits being explored and developed globally are marginal. Up to three orders of magnitude lower in grade…

Palladium Explodes to the Upside

Sep 24, 2010 at 08:09 | Mad Hedge Fund Trader

If you are thrilled about the recent performance of gold, you have to be absolutely ecstatic about the ballistic rise of palladium, which has soared by 33% in the past…

Upgrading Copper

Sep 22, 2010 at 22:48 | Mad Hedge Fund Trader

They say that imitation is the sincerest form of flattery, so I felt like puffing out my chest yesterday when Goldman Sachs (GS) announced an upgrade of Freeport McMoran (FCX),…

Investing in Monopolies: A Look at the Tin Market

Sep 21, 2010 at 11:40 | Dave Forest

You may or may not have been following the tin market lately. But for anyone who has, it's been an exciting ride. Tin prices passed $23,700 per tonne this week.…

Wheat Melt Up Warning!

Sep 20, 2010 at 08:56 | Mad Hedge Fund Trader

Last week, I warned of a short squeeze in corn due to worsening conditions across the entire agricultural front. Since then, the ETF (CORN) has risen ten out of 12…

Why You Should Pay Attention to Copper

Sep 14, 2010 at 11:49 | Robert M Cutler

The world price of copper both reflects and drives the hopes and fears of economic recovery and disaster. Roughly 50 pounds (22.7 kg) of copper is used in producing an…

My Sugar Buy Explodes to the Upside

Sep 14, 2010 at 08:20 | Mad Hedge Fund Trader

I just got a bill from my dentist, accrued since the sudden onset of my sweet tooth on August 2, and it was an absolute whopper! The good news is…

A Short Squeeze in Corn May Hit the Market

Sep 13, 2010 at 10:24 | Mad Hedge Fund Trader

The US Dept of Agriculture's Friday crop report has left traders carrying short positions in corn (CORN) with a decidedly sickening feeling in the pits of their stomachs. The federal…

Peak Rare Earths is Upon Us

Sep 13, 2010 at 08:58 | Mad Hedge Fund Trader

When I first recommended the rare earths miners four months ago, I thought of them as stocks that you put on the  back book and forget about, hoping that they…

Growing Hunger for Iron Ore Upends Indian Politics

Sep 11, 2010 at 08:30 | David Caploe PhD

In the global rush to industrialize, and above all, make steel, the imperative element in manufacturing, iron ore has suddenly become a key element of global economics. As noted below,…

Is Copper the New Red Gold?

Sep 01, 2010 at 20:07 | Mad Hedge Fund Trader

Federal detention centers in the San Francisco Bay are a are slowly filling up with a new type of criminals. Illegal immigrants and petty drug dealers are being joined by…

Time to Add some Corn to Your Diet

Sep 01, 2010 at 10:44 | Mad Hedge Fund Trader

I have been waiting for a substantial dip in the grains to add to a position in corn, and it is clear from the chart below that we are just…

The Brewing Crisis in Rare Earth Elements

Aug 31, 2010 at 09:18 | Dave Cohen

As economists focus on the Sacred GDP number, which must remain positive to maintain the statistical recovery myth, there is another crisis brewing in the world of crucial resources. In…

It's Off to the Races at Molycorp

Aug 24, 2010 at 22:33 | Mad Hedge Fund Trader

I just wanted to follow up on the rare earths piece which I recently published. Despite lackluster market conditions at best, Molycorp (MCP) managed to raise $394 million through its…

Is Palladium the New Gold?

Aug 20, 2010 at 11:49 | Mad Hedge Fund Trader

When the current outbreak of angst biting at the heels of the markets runs its course, and traders morph back into risk accumulation mode, you can count on palladium outperforming…

BHP Billiton Develops an Appetite for Potash

Aug 20, 2010 at 10:25 | Mad Hedge Fund Trader

BHP Billiton’s (BHP) low key, South African CEO, Marius Kloppers, has announced that he is making a hostile takeover bid for Potash (POT) for $39 billion, or $130 a share,…

Scorched Earth Finance

Aug 10, 2010 at 13:11 | Dave Forest

One of my favorite journals is Project Finance. Having recently raised $25 million for a mining project, and now looking at a bigger raise for another, it's a subject I…

The Bull Market in Food Is Only Just Starting

Aug 09, 2010 at 17:32 | Mad Hedge Fund Trader

I believe that the surge in the price of food we have seen in recent weeks is the beginning of a major, secular, long term trend. During the sixties, new…

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