Orbite to Milk Fly Ash for Rare Earth
Source: Kip Keen, Mineweb  (9/26/12)
"Orbite Aluminae takes aim at fly ash with a process that can extract aluminum and rare earths from atypical sources--economically." More >

China Crackdown to Support Rare Earths Prices
Source: Reuters, Eric Onstad  (9/26/12)
"A crackdown on small, inefficient rare earth producers in China is likely to further restrict supply from the world's biggest producer of the minerals and support weak prices." More >

The Great Graphite Supply Shakeup: Simon Moores
Source: Alec Gimurtu of The Critical Metals Report  (9/25/12)
Investors who remember the lithium boom (and bust) a few years ago may be twice shy to enter a space with big upside potential tied to electric vehicles. But the parallels between graphite and lithium are superficial, insists Simon Moores, analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China's production lull is making way for market entrants. In this exclusive interview with The Critical Metals Report, Moores profiles graphite miners around the world competing for the market's attention. More >

Investors Add Nearly $3B to Gold ETFs in September
Source: ETF Trends, John Spence  (9/25/12)
"SPDR Gold Shares has seen net inflows of $2.1B in September, while iShares Gold Trust has gathered $615M, according to ETF flow data from IndexUniverse." More >

Citi Raises Gold Price Forecasts for 2012–13
Source: Reuters, Naveen Arul  (9/25/12)
"The bank increased its 2012 price forecasts for gold, silver and platinum by about 2%, 5% and 1.5%, respectively, while it cut its earlier forecast for palladium prices by about 1.7%." More >

Two Key Rules for Avoiding Stock Bubbles
Source: Dan Steinhart, Casey Research  (9/25/12)
"Sky-high stock prices can't persist without sky-high profit margins." More >

How Gold and Silver Act as Safe Havens in Today's Troubled World
Source: The Market Oracle, Jeff Lewis  (9/25/12)
"Physical gold and silver investments can take up a core position in an investment portfolio because they offer an easy way to have some wealth stashed out of dollar-denominated assets." More >

Malaysia Court Puts Lynas Rare Earth Plant Licence on Hold
Source: Reuters, Siva Sithraputhran  (9/25/12)
"Activists and opponents of the controversial rare earth plant in Kuantan say the high court has put Lynas' temporary operating license on hold." More >

An In-Depth Analysis of Trading Gold Relative to US Real Interest Rates
Source: Bob Kirtley, SK Options Trading  (9/24/12)
"Lower real rates could imply higher inflationary expectations in the future, therefore gold is bought as a hedge against this possible inflation." More >

Firms Pen Deal for Mali's First Gold Refinery
Source: Reuters, Tiemoko Diallo and Adama Diarra  (9/24/12)
"Mali is Africa's third-biggest gold miner behind South Africa and Ghana, and is on track to raise output despite the chaotic aftermath of a military coup, which allowed militants to seize control of northern regions." More >

Speculators Continue to Buy Precious Metals Futures, Options
Source: Kitco, Debbie Carlson  (9/24/12)
"For the week ended Sept. 18, speculators in the Commodity Futures Trading Commission's weekly commitment of traders report saw their net-long positions in precious metals rise in both the legacy and disaggregated reports." More >

A Catalyst, a Correction and the Real 'Next Leg-Up' for Gold
Source: Geoff Candy, Mineweb  (9/24/12)
"Over the longer term, the fact that real interest rates are likely to remain negative for an extended period bodes well for gold, especially given the inflation concerns that come with QE3." More >

Investor Gold Buying to Resume, Fed Doubling Its Balance Sheet Again
Source: Chris Vermeulen, The Gold and Oil Guy  (9/24/12)
"A leading precious metals consultancy, Thomson Reuters GFMS, has forecast that investors will buy record amounts of gold in the remainder of 2012." More >

Creating Currency Is a Blank Check for Miners: Leonard Melman
Source: Brian Sylvester of The Gold Report   (9/24/12)
Worldwide monetary creation today has implications for the watchful investor in gold and silver. In this exclusive interview with The Gold Report, Leonard Melman, publisher and editor of The Melman Report, explains why, and shows who will be well positioned to benefit from current economic stimulus strategies. More >

Gold 'Still a Buy' as Alternative to Money
Source: Ben Traynor, BullionVault  (9/24/12)
"Gold prices dropped to $1,757/oz Monday morning in London, 1.7% off a seven-month high hit briefly last Friday, as stocks, commodities and the euro also ticked lower and U.S. Treasuries gained amid signs of an ongoing political stalemate in Europe." More >

A TV as Thin as Saran Wrap Is Just the Beginning for These New Materials
Source: Michael A. Robinson, Money Morning  (9/24/12)
"Discovered in 2004, this graphene has turned the world on its ear. Since then, experts around the globe have heralded it as the hot new commodity that could change everything from satellites to semiconductors. But it's only a part of a larger story that includes other 'miracle metals.'" More >

Scotiabank Analyst Uncovers Mining Opportunities in Unusual Places
Source: Sally Lowder of The Gold Report   (9/21/12)
When Leily Omoumi, a gold analyst with Scotiabank in Toronto, turns her engineer's eye on a mining company, she can translate insight into profits for investors. The Gold Report caught up with Omoumi at the Denver Gold Forum for this exclusive interview, in which she discusses misunderstandings about Eastern European and West African mining companies and identifies opportunities in Canada and Armenia. More >

Drill Baby Drill—the Secret to Prospect Generation: Duane and Morgan Poliquin
Source: Sally Lowder of The Gold Report   (9/21/12)
Prospect generators Duane and Morgan Poliquin of Almaden Minerals Ltd. have a business model that works: Find a prospect. Drill early and cheaply. Attract partners to help pay for development through investments, options or joint ventures. Rinse and repeat. Read the details in this exclusive Gold Report interview. More >

Platinum Output Disruption: It Ain't Over Yet
Source: Lawrence Williams, Mineweb  (9/21/12)
"The platinum mining sector will now almost certainly remain the hotbed for the inter-union struggle and increased workforce instability." More >

Gold Uptrend Intact as Bullion Sentiment Buoyed by Inflation Fears
Source: Ben Traynor, BullionVault  (9/21/12)
"Heading into the weekend, spot gold would make its fifth straight weekly gain if it closes above $1,770/oz later today, while gold in euros remained within 1% of last year's all-time high this morning." More >

All Signs Now Point to Gold
Source: Frank Holmes, Money Morning  (9/21/12)
"Rising money supply, declining purchasing power and annual deficits are giving the all-clear to include gold in your portfolio." More >

Survey Participants Look for Higher Gold Prices Next Week
Source: Kitco, Debbie Carlson  (9/21/12)
"The big move in gold prices this week after the bond-buying announcement by the ECB and hopes for more stimulus from the Fed next week has most participants in the weekly Kitco News Gold Survey suggesting values for the yellow metal could rise again." More >

Miners Set to Cut Gold Hedges by 20 Tons in 2012: Report
Source: Reuters, Jan Harvey  (9/21/12)
"Mining companies are likely to cut the outstanding gold hedgebook by some 20 tons this year, precious metals consultancy GFMS said in a report on Friday, after they reduced remaining hedges by 6 tons in Q2/12." More >

Why the 'Golden Cross' Is a Big Deal
Source: Diane Alter, Money Morning  (9/21/12)
"Investing in gold and silver already offered staggering profit potential, and the opportunities just got even brighter. Gold this week reached a 'golden cross' and silver is perched to traverse one in a matter a days, following successive weeks of bullish trends in both precious metals' markets." More >

Gold-Silver Ratio Declining As US Dollar Collapses
Source: Jeb Handwerger, Gold Stock Trades  (9/21/12)
"Silver has been outperforming gold over the past 10 weeks as investors are hoarding poor man's gold to hedge against worldwide quantitative easing." More >