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Metals / Commodities

Grains See the Light at the End of the Tunnel

Jun 16, 2010 at 11:45 | Mad Hedge Fund Trader

I am a huge long term bull on the grains, but abandoned my trading call in January when the USDA published a spectacularly bullish forecast for most crops for 2010.…

Coffee Perks Up

Jun 15, 2010 at 17:50 | Mad Hedge Fund Trader

Coffee prices rocketed to a seven month high last week after the International Coffee Organization published a report predicting a serious decline in global supplies this year. Exports from Vietnam…

Fears of Rare Earth Shortages Rise

Jun 10, 2010 at 08:48 | Mad Hedge Fund Trader

Fears that Chinese hoarding of rare earths would lead to global shortages hit the market this week. The government has stopped issuing licenses for new exploration until mid 2011. It…

Will Iridium be the Best-Performing Commodity of 2010

Jun 02, 2010 at 15:12 | Dave Forest

Unless you're a chemist or paleontologist, you've quite possibly never heard of iridium. The metal is one of the "little brothers" amongst the platinum group elements. The United States used…

Commodity Investors Now Turning their Attention to Rhodium

Jun 02, 2010 at 05:45 | Mad Hedge Fund Trader

When I was at the Hard Asset Investment Conference in New York a few weeks ago, every hour someone would stop by my table, mention the word "rhodium", and walk…

Here Come the Water Wars

Jun 02, 2010 at 05:29 | Mad Hedge Fund Trader

Long time readers of this letter know well that I have been a big fan of the water play. The world is rapidly running out of fresh water, possibly within…

The race to Find a Platinum Replacement is on

May 30, 2010 at 12:11 | Brian Westenhaus

Platinum – the joy of a jewelry designer – the bane of a catalyst user, and in the current economy its the most expensive element on earth. Platinum is the…

When Higher Metals Prices Aren't Good for Miners

May 14, 2010 at 11:53 | Dave Forest

A couple of interesting data points on costs in the mining industry. Cost containment is once again becoming a major issue for miners. TD Newcrest analyst Greg Barnes told a…

Follow the Platinum-Brick Road

May 07, 2010 at 12:07 | Dave Forest

Exciting couple of days on the market. With the Dow having its worst intra-day drop ever yesterday, most of the commodities got trashed. Over May 4 and 5, outstanding silver…

Australia’s Super Profits Tax on Resource Companies Leads to Immediate Fall-Out

May 03, 2010 at 12:01 | Dave Forest

Australia sent the major miners into a tailspin overnight. The Rudd government announced Sunday night that it will impose a new "resource super profits" tax on mining, oil and gas,…

The Coming Boom in Rare Earth Metals

May 02, 2010 at 09:33 | Mad Hedge Fund Trader

Interest in Rare Earths is starting to heat up in a dramatic fashion, and it something you should keep on your radar. So named because they were hard to get…

What to Look For When Investing in an Exploration Company

Apr 27, 2010 at 13:31 | Dave Forest

Calling all mineral explorers. Australia needs your help. The Australian Institute of Geosciences (AIG) this week released a report noting that the Aussie exploration sector is suffering. AIG blames the…

Chile Introduces Sliding Royalty Scale on Copper Production

Apr 19, 2010 at 19:00 | Dave Forest

I wrote yesterday about the importance of tailoring royalties to fit the situation for different oil and gas plays. Today, there's news on an interesting riff on this idea. Tailoring…

ETF-izing the Market: Are Producers Getting the Wrong Signal?

Apr 14, 2010 at 19:00 | Dave Forest

Reports this morning that Russian aluminum giant Rusal is looking at launching an exchange-traded fund (ETF) back by physical aluminum. Rusal said the fund could initially be backed with up…

Chinese Base Metal Stockpiles are Reaching Epic Levels - How will this Affect Prices

Apr 08, 2010 at 19:00 | Dave Forest

A couple of interesting data points the last few weeks, on commodities oversupply. Last week CBI China reported that Chinese base metal stockpiles are reaching epic levels. CBI surveyed commercial…

Rio Tinto Case Indicates Chinese Leadership are Confident that Growth Will Continue

Apr 04, 2010 at 19:00 | David Caploe PhD

When four executives from Rio Tinto, the giant Anglo-Australian mining company, were arrested last July on charges of stealing commercial secrets, as well as taking and receiving bribes from Chinese…

Money Flows Into Platinum as Demand for Gold and Silver Drops

Mar 24, 2010 at 18:47 | Dave Forest

Gold investors have long-believed the mainstream is close at hand. One of the major arguments from gold bulls over the last ten years has been that bullion prices will rise…

A Wave of Steel

Feb 22, 2010 at 18:37 | Dave Forest

China is the key to the metals markets today. And there are some important signals about this market registering in the last few weeks. Last month, I wrote about…

Rogue Aluminium Shipments Suggest Chinese Metal Stockpiles are Being Re-Exported

Feb 05, 2010 at 17:33 | Dave Forest

This might be the year's most important news. Which got almost no press globally. Something strange happened in Japan in December. Shipments of aluminum from Mozambique and Brazil…

The Coming Copper Crisis and Price Forecasting - Is There a Better Way?

Feb 04, 2010 at 00:01 | Dave Forest

David Threlkeld of metals trading advisor Resolved Inc. got some press this week. That happens when you predict a catastrophe. Threlkeld was quoted by Bloomberg repeating an ominous prediction…

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