Global gold production soared past…
Steel producers Nucor and Cliffs…
Uranium stocks surged as the…
Platinum gurus Johnson Matthey published their 2010 Interim Review of the platinum market yesterday. A big event in that part of the mining space. The report was fairly rosy for…
I know I've been harping a lot about this, but the chart just keeps marching unbelievably upward. Over the last two days, open interest jumped another 12%.
This is my favorite asset class for the next decade, as investors increasingly catch on to the secular move out of paper assets into hard ones. Don’t buy anything that…
China has started (slowly) selling its considerable stockpiles of base metals. The National Development and Reform Commission announced this week it sold just under 96,000 tons of aluminum through public…
The good news is that you no longer have to be crazy to buy gold. Until recently, certifiable believers chasing the barbaric relic were driven by a host of urban…
Money manager Van Eck Global has launched an exchange-traded fund (ETF) offering investors exposure to a possible bull-run in the value of ‘rare earth’ metals. Such metals are crucial raw…
Hybrid cars, mobile phones, flat-screen televisions, fiber-optic cables, the latest-generation wind turbines. What do these products all have in common? For many countries, they represent the money-making future of manufacturing…
If you want to see how widespread the commodities boom has become, take a look at the lumber market, which has popped 47% since June. This is in the face…
Those wondering what to do about their ag positions better take a look at the contract for rough rice, which has skyrocketed by 50% since July to $14.50 a pound.…
We've all heard the lines about increasing global competition for natural resources. The world is not the same as it was ten or even five years ago. New sources of…
Not to belabor my writings on palladium from earlier this week. But this chart tells a critical story. Open interest…
No one knows how many hydrothermal vent sites are in the oceans, but there is a best guess. Amazingly, when scientists who have studied different parts of the ridge system…
The US Department of Agriculture released a shocking report on Friday that triggered rare limit up moves in all three major grains simultaneously, corn, (CORN), wheat, and soybeans, and sent…
After the violent moves in the gold market last week which took it to another all time high of $1,363, and then a wrenching $25 pull back in a matter…
Five years ago, a big investment house like Merrill Lynch would have scarcely thought to mention gold. But in 2010, the yellow metal is a hot topic. A September report…
As Deng Tsiao-Ping observed before his death, rare earth metals - which are crucial to producing all manner of "clean" high-technology - are China's oil. Despite the name, rare earth…
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…
I wrote last week about Asia's love for platinum. This week, it's looking like there's a new "hot item" in the East. Silver. Open interest in silver on the Tokyo…
For me, the best case scenario which I have been predicting for nearly two years has arrived. But as much as I love gold for the long term, I have…
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…