India's steel imports have surged,…
The London Metal Exchange's ban…
I find myself writing a lot about governments lately. With moves in the global legal and regulatory space seemingly coming fast and furious recently for resource companies. And this week…
Attention global mining industry. Things are getting dire this week in the Philippines. Potential problems have been looming in this important copper, gold and nickel nation since the…
It’s crunch time for global platinum. With events kicking off this week that could radically change the outlook for supply — and prices — over the coming weeks…
Governments in resource-rich nations worldwide are still scrambling to adjust to lower commodities prices. With officials in a number of countries making significant moves this week to fix…
This past weekend, I discussed the problems facing big natural resource investment funds. Noting how deep-pocketed buyers have been unable to find quality assets to pick up, even at…
Expansive study on global copper released this past week — from a top authority in the world’s largest producing nation, Chile. That came from the government-run Chilean Copper…
The story on major labour issues in South Africa’s platinum sector took a deadly turn this week, leading to the first mine shutdown of the year. That came at…
I wrote in March about world’s top uranium nation, Kazakhstan, making thinly-veiled threats against uranium miners. And this past week, we may have seen the first moves…
The world’s #1 producing nations for platinum and copper are facing a common problem this week. And latest developments suggest this issue could be a potentially explosive one. The challenge…
I discussed last year how Russia is making big moves in African mining. And late last week we got confirmation the pariah nation is moving fast to control a…
This has to be a scary time for virtually all commodities investors, whether one is talking about investing in commodities directly or in commodities companies. From…
It might not be immediately apparent -- but the global mining sector just changed forever.That's not because of a technical advance or a major discovery (yet). But rather…
There's a sense among some investors that uranium is a contrarian buy today. With prices languishing near decade lows, and multiple projects globally having shut their doors over the last…
Some of the biggest potential for profit is created when new geographies open for exploration. Especially when those spots come with proven potential. The world got…
The story of the Rare Earth Elements (REE) boom is one of the most disappointing but valuable parables for investors today. Rare Earth Elements were supposed…
The story of commodities in the new millennium so far has largely been driven by China. For over fifteen years, rapid Chinese growth and industrialization brought…
It is probably not news to most investors that the global mining industry is in trouble at this point. The Chinese, long one of the
Infrastructure is a critical part of mining -- often making the difference between profitable and pitiful projects.And in that respect, one part of the world got a lot…
Rare earth elements (REEs) are a group of seventeen elements with exotic names like neodymium and yttrium that are key ingredients in many high-tech products, many important for national defense.…
Finding project funds is becoming a bigger and bigger issue in the resource space. But developers in the mining sector just got some good news on…