Jeff Currie, Chief Strategy Officer…
Commodity prices have reached their…
A couple of interesting data points the last few weeks, on commodities oversupply. Last week CBI China reported that Chinese base metal stockpiles are reaching epic levels. CBI surveyed commercial…
When four executives from Rio Tinto, the giant Anglo-Australian mining company, were arrested last July on charges of stealing commercial secrets, as well as taking and receiving bribes from Chinese…
Gold investors have long-believed the mainstream is close at hand. One of the major arguments from gold bulls over the last ten years has been that bullion prices will rise…
China is the key to the metals markets today. And there are some important signals about this market registering in the last few weeks. Last month, I wrote about…
This might be the year's most important news. Which got almost no press globally. Something strange happened in Japan in December. Shipments of aluminum from Mozambique and Brazil…
David Threlkeld of metals trading advisor Resolved Inc. got some press this week. That happens when you predict a catastrophe. Threlkeld was quoted by Bloomberg repeating an ominous prediction…
There are two kinds of junior natural resource companies. When you analyze, it's critical to realize which one you're dealing with. The first type are explorers. These are companies hoping…
Whilst Gold is busy grabbing the headlines, it’s bigger, rarer, more versatile and useful brother is quietly doing its job of providing Industry and manufacturing with the base elements they…
For decades, copper has served as an effective barometer of the economic health of a region. This amazing consistency of ability to gauge a realistic prognosis of an area’s economic…
Commodity trading has a rich and colorful history going all the way back to the mid 1800s. Our “Industrial Revolution” brought new technologies and abilities to produce more efficient tools…