In a recent interview, Peter…
Nvidia's GPU microchips, essential for…
The electric vehicle, Artificial Intelligence,…
I am a huge long term bull on the grains, but abandoned my trading call in January when the USDA published a spectacularly bullish forecast for most crops for 2010.…
Coffee prices rocketed to a seven month high last week after the International Coffee Organization published a report predicting a serious decline in global supplies this year. Exports from Vietnam…
Teasing apart the various forces acting on the price of gold reveals the complex financial character of the yellow metal. That gold is in a long-term uptrend is undeniable. But…
Fears that Chinese hoarding of rare earths would lead to global shortages hit the market this week. The government has stopped issuing licenses for new exploration until mid 2011. It…
Gold (GLD) blasted through to an all time high last night, doubters and naysayers carping all the way up that it was overpriced. The white metals of silver (SLV), platinum…
The gold rush is back on in California. On my way back from Lake Tahoe recently, I saw that every bend of the American river was dotted with hopeful amateur…
Unless you're a chemist or paleontologist, you've quite possibly never heard of iridium. The metal is one of the "little brothers" amongst the platinum group elements. The United States used…
When I was at the Hard Asset Investment Conference in New York a few weeks ago, every hour someone would stop by my table, mention the word "rhodium", and walk…
Long time readers of this letter know well that I have been a big fan of the water play. The world is rapidly running out of fresh water, possibly within…
Platinum – the joy of a jewelry designer – the bane of a catalyst user, and in the current economy its the most expensive element on earth. Platinum is the…
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…
A couple of interesting data points on costs in the mining industry. Cost containment is once again becoming a major issue for miners. TD Newcrest analyst Greg Barnes told a…
Exciting couple of days on the market. With the Dow having its worst intra-day drop ever yesterday, most of the commodities got trashed. Over May 4 and 5, outstanding silver…
Australia sent the major miners into a tailspin overnight. The Rudd government announced Sunday night that it will impose a new "resource super profits" tax on mining, oil and gas,…
Interest in Rare Earths is starting to heat up in a dramatic fashion, and it something you should keep on your radar. So named because they were hard to get…
Calling all mineral explorers. Australia needs your help. The Australian Institute of Geosciences (AIG) this week released a report noting that the Aussie exploration sector is suffering. AIG blames the…
I wrote yesterday about the importance of tailoring royalties to fit the situation for different oil and gas plays. Today, there's news on an interesting riff on this idea. Tailoring…
Gold fell the most in two months as the SEC’s action against Goldman Sachs (GS) spurred investors rushing out of riskier commodities and into perceived safer assets such as the…
Reports this morning that Russian aluminum giant Rusal is looking at launching an exchange-traded fund (ETF) back by physical aluminum. Rusal said the fund could initially be backed with up…
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…