U.S. tariffs on Mexican aluminum…
The construction industry battles elevated…
Tin has been one of the wonder boys of recent months, powering up to over $32,000 per ton in the early part of the year, falling back briefly to $28,000…
If you want to see the one precious metal that has been beaten senseless by the disaster in Japan, take a look at Palladium (PALL). Thanks to its close ties…
Figuring out the best investment plays on the recent commodity boom we’ve been seeing isn’t an open and shut case. There are many different factors to consider; apart from the…
It would seem that in spite of democracy, not much changes in The Democratic Republic of Congo (DRC). To say bribery, corruption, theft, tax evasion and coercion are rife in…
The impact of the 8.9-magnitude earthquake in Japan undoubtedly has had — and will continue to have — broad ramifications across commodity markets, currency markets and stock markets, not to…
An interesting article in the New York Times last week looked at Chinese plans to release details this month of its new five-year plan for energy conservation. The issue…
The Middle East Turmoil has created a sell off in equities and a run to the safe haven assets of precious metals and oil. Even though rare earth prices are…
It is tempting to look at the events in Tunisia, Egypt and Libya and, as shocking as the loss of life and bloodshed have been, at least console ourselves that…
How should stainless consumers plan their product design and view material purchasing options strategically in the face of such a strong nickel price? It is no secret that during the…
Deep sea mining is a relatively new mineral retrieval process that takes place on the ocean floor. Ocean mining sites are usually around large areas of polymetallic nodules or active…
You would think that with oil crisis levitating over $100/barrel and gasoline continuing its relentless march towards $5/gallon, farmers would be wringing their hands, wondering how they can afford the…
OK, I can’t stand it anymore. After staying out of the agricultural sector for the past six months I’m going back in. I’m not betting the farm, mind you. I…
Rising food prices have driven an estimated 44 million people into poverty in developing countries since last June as food costs continue to rise to near 2008 levels, according to…
As political turmoil and violent social unrest continue to plague Libya, a massive economic mushroom cloud has emerged in the form of unprecedented upward price momentum across the broad spectrum…
In January, I wimped out of my hefty long position in the grain ETF (JJG), hoping to sidestep a potential sell off going into a dreaded US Department of Agriculture…
Rising food prices, crowned by a recent record high spike and chronicled in the graph below, have played a role in triggering the spread of unrest that we’ve witnessed recently…
Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse in the world’s food…
The mainstream press loves to talk about emerging market demand as a cause of inflation, rising prices and the bull market in commodities. Did emerging markets suddenly begin demanding food,…
High prices do not mean a bubbles. High prices are just high prices. Humans are horrible at best in predicting either the frequency or the magnitude of such moves, yet…
A serious lack of rare earth elements is endemically afflicting the world body politic. It has been brought on by a chronic combination of American short sightedness and Chinese need…