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What Caused the Dramatic Drop in Lithium Prices?

What Caused the Dramatic Drop in Lithium Prices?

The price of battery-grade lithium…

Metals / Commodities

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…

I’ll Take Two Lumps, Please

Aug 09, 2010 at 09:23 | Mad Hedge Fund Trader

It’s just a matter of time before global buying of the grains spills over into the sugar market. A combination of torrential rains in Brazil, the source of 54% of…

The Skinny on Lithium

Aug 09, 2010 at 09:16 | Mad Hedge Fund Trader

Long time readers of this letter know that I have been a huge bull on lithium plays, my pick in the sector, Chile’s Sociedad Quimica Y Minera (SQM), bringing in…

Grain Prices Are Spiking Everywhere

Aug 04, 2010 at 09:35 | Mad Hedge Fund Trader

Now the grains are literally on fire. News reports over the weekend of wild fires triggered by historic draught conditions in Russia and the Ukraine, consuming vast swaths of wheat…

Why Water Will Soon Become More Valuable Than Oil

Jul 30, 2010 at 08:53 | Mad Hedge Fund Trader

If you think that the upcoming energy shortage is going to be bad, it will pale in comparison to the next water crisis, so investment in fresh water infrastructure is…

How the Lizard Brain Kills Exploration Projects

Jul 28, 2010 at 14:49 | Dave Forest

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…

US Faces Water Supply Crisis: Study

Jul 23, 2010 at 04:47 | Charlotte Dudley

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…

The Importance of Mineralogy

Jul 19, 2010 at 03:09 | Dave Forest

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…

The Grains Take Off

Jul 12, 2010 at 08:14 | Mad Hedge Fund Trader

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…

The Starbucks Mining Model

Jul 08, 2010 at 02:57 | Dave Forest

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…

This Crop Could Be Your Big Winner This Year

Jun 30, 2010 at 23:04 | Mad Hedge Fund Trader

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…

Investment Bankers Excited About Aluminum

Jun 23, 2010 at 22:25 | Dave Forest

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…

Buy Those Who Sell Shovels, Not Miners

Jun 22, 2010 at 12:22 | Mad Hedge Fund Trader

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…

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