Steel prices in the United…
Bolivia is leading an initiative…
Exploration is a complex business. Ore bodies are almost never straight-forward. And in most cases the only information the exploration team has about these complex structures is gained from pencil-thin…
A new study says climate change will take a “serious toll” on American water supplies in the coming decades, with the group behind the report calling on Congress to pass…
It's been a hectic week of travel through Europe, on behalf of our gold-copper company. I'm sitting in the Crowne Plaza in Bratislava, Slovakia, getting ready for some meetings in…
It turns out that perfection doesn't continue forever, after all. That was the bet I was more than happy to make three weeks ago when I started to buy the…
Starbucks has a great business model. They've essentially created a chain of clearinghouses across the globe. Coffee is the anchor product. It brings a lot of people in the door…
Since the is an absolute dearth of things to do right here, I want to reiterate my call to buy soybean meal (click here for original call). This morning, the…
Reports from Harbor Intelligence's aluminum outlook conference in Chicago this week suggest that Credit Suisse and Glencore are close to the launch of an exchange-trade fund (ETF) back by physical…
A careful study of the history of California's 1849 gold rush shows that while almost all the miners went broke, those who provided the picks, shovels, transportation, and banking services…
Uranium is a very unusual sector. For one, it's small. So small, that at one point in history top-producing nations like Canada and France tried to form a uranium cartel…
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 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 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…
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…
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…
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…
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…
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…
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 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,…
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…