The electric vehicle, Artificial Intelligence,…
BHP's proposed acquisition of Anglo…
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…
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…
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…
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),…
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.…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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’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,…
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…
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…
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…