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Lithium Plunging As Chinese EV Production Slows

Lithium Plunging As Chinese EV Production Slows

China’s electric car subsidy changes,…

Peak Lithium Won’t Happen Anytime Soon

Peak Lithium Won’t Happen Anytime Soon

Peak lithium is not happening…

Metals

Mis-Judging the Gold Market

Mis-Judging the Gold Market

Aug 12, 2010 at 11:38 | Dave Forest

Gold is so misunderstood. My colleagues and I often joke about how gold is the "all-weather" investment. When the economy is good, pundits claim gold will rise because of inflation.…

Scorched Earth Finance

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

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

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

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

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

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

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…

Will Gold Coins Suffer the Fate of the $10,000 Bill?

Will Gold Coins Suffer the Fate of the $10,000 Bill?

Jul 27, 2010 at 04:13 | Mad Hedge Fund Trader

The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill is a new requirement for gold dealers to file Form 1099’s…

US Faces Water Supply Crisis: Study

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…

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