Tungsten Enters the Limelight with Bullish Fundamentals: Ken Chernin
Source: Brian Sylvester of The Metals Report   (4/16/13)
Location, processing and capital can make the tungsten market a tough place to be, but dwindling supply and insubstantial production indicate a coming price swing. In this interview with The Metals Report, Ken Chernin, equity research analyst with Jennings Capital, talks about why investors have ignored tungsten in the past and which companies could be a "tungsten global force." More >

Resource Sector Paradigm Shift
Source: Eric Coffin, HRA Journal  (4/15/13)
"I still think discoveries are the best path to salvation for individual companies and perhaps the broader sector. Maybe gold gets a big bounce in the next few weeks but with the drubbing everyone has taken I don't see traders heavily on the bid unless higher gold prices are already in the rear view mirror." More >

How to Double Your Money by Investing in Copper
Source: Money Morning Staff Reports  (4/3/13)
"With copper, peak inventory levels are usually hit before a price rebound¬—sometimes with prices doubling in less than six months." More >

The Basics of Investing in Junior Mining Companies
Source: Scott Wright, Zeal Intelligence  (4/1/13)
"A junior gold producer is a publicly traded company that mines gold at an annual rate of up to about 150 Koz." More >

The DoD's 'About Face' on REEs
Source: Shane Lasley, Mining News  (4/1/13)
"In a 189-page report, the DoD recommends investing $130M to establish near-term strategic stockpiles of seven rare earth elements." More >

Postcards from the Rare Earth Front
Source: Joseph Sternberg, Wall Street Journal  (3/27/13)
"Scientists in Tokyo last week announced they have identified new deposits of so-called rare-earth metals some six kilometers below the ocean surface. " More >

Four Billion Reasons REEs and Graphite Will Make You Money: Chris Berry
Source: JT Long of The Metals Report  (3/26/13)
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies in which graphite and rare earth elements play a big part. In this interview with The Metals Report, Berry describes what he calls the changing complexion of the commodity super cycle and names a few companies to start focusing on. Get Berry's energy-metals outlook in his recent Energy Report interview. More >

Strategic Mineral Advisory Council Calls for US REE Supply Chain
Source: Dorothy Kosich, Mineweb  (3/25/13)
"The Strategic Mineral Advisory Council is encouraging the U.S. Department of Defense to nurture a U.S.-based REE supply chain." More >

20 Million—Why Is this Number Critical for Copper?
Source: Brian Sylvester of The Metals Report  (3/19/13)
For resource expert Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, copper is shining brighter than gold—he even does some back-of-the-envelope calculations to show how global development could create a serious supply bottleneck. In his first Metals Report interview, Berlenbach calls on investors to up their risk appetites and fund mine development, providing some straightforward metrics to weigh the odds. More >

Everything You Need to Know About Graphene
Source: Michael Robinson, Money Morning  (3/18/13)
"We simply cannot get to the next level in a tech-oriented world without having the new materials to help us do so." More >

Mining Bill Brings Iron Ore Back to Wisconsin
Source: Dorothy Kosich, Mineweb  (3/11/13)
"Wisconsin Gov. Scott Walker said Thursday he will sign Senate Bill One, which sets the wheels in motion to bring back iron ore mining to the Badger State." More >

Repositioning into Royalties for Richer Returns: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report  (3/8/13)
Royalty plays may have once been strictly the domain of larger companies, but smaller names are shifting gears to enter the space. Can the smaller players make the numbers work for their shareholders? Kwong-Mun Achong Low, an analyst with Jennings Capital, believes they can. Achong Low tells The Gold Report about which juniors are making the leap into royalties. More >

Leonard Melman: Are You Prepared for Hyperinflation?
Source: Brian Sylvester of The Gold Report  (3/6/13)
As looming inflation, currency wars and a possible run on gold threaten to derail markets, Leonard Melman, author of The Melman Report, is setting his sights on the midtier and near-term producers that he wants to scoop up when the blood is in the streets. In this interview with The Gold Report, Melman explains why gold, silver and the companies bringing them out of the ground could do very well in the second half of 2013.
More >

Striking a Balance with Zinc Investments: Equal Parts Infrastructure, Financing and Compromise
Source: Brian Sylvester of The Metals Report  (3/5/13)
Stock picking can be an exercise in compromise, and investors who wait for a perfect zinc mining project could be sitting on the sidelines—and missing out on profits. Advanced zinc projects close to infrastructure are limited, and with zinc supply contracting in 2013, new operations are emerging both within and outside of established districts. Matthew O'Keefe, mining analyst with Mackie Research, talks with The Metals Report about his criteria for choosing investments in the zinc small-cap space and explains why he's sometimes willing to make concessions. More >

Why Copper Prices Will Rebound in 2013
Source: Tony Daltorio, Money Morning  (3/4/13)
"If you're considering investing in copper, you need to know what's happening in China right now." More >

Why Smart Money Is Buying Junior Strategic Metal Miners
Source: Alec Gimurtu of The Metals Report  (2/26/13)
Most investors have a tough time standing apart from the crowd. That's why Jeb Handwerger says, "To be successful in the market, 99% of the people have to think you're wrong." While most investors are chasing overvalued equities, the smart money is acquiring assets that will benefit from the next uptick in inflationary pressures. In this interview with The Metals Report, Jeb Handwerger, editor of Gold Stock Trades, explains which investments will benefit most from the coming "risk-on" trade. More >

Spotting the Miners That Can Survive the Long Capital Drought: Eric Coffin
Source: Peter Byrne of The Gold Report  (2/25/13)
In order to make wise investment decisions, gold investors must coldly assess economic realities, says Eric Coffin. As the publisher of Hard Rock Analyst Advisories, Coffin tracks a range of gold explorers with the bling to weather the long capital drought. He has figured out how to separate the winners from the losers and, in this interview with The Gold Report, he shares the names of some strong ventures. More >

Iron Ore Prices May See Short-Time Gains as 'Rusty' Halts Australian Exports
Source: Dorothy Kosich, Mineweb  (2/25/13)
"Global iron ore trade faces major disruptions as cyclone Rusty bears down on Australia's Pilbara region and its shipping ports." More >

Discover 35 Mining Stocks with Potential: Henk Krasenberg
Source: Brian Sylvester of The Gold Report  (2/22/13)
Henk Krasenberg, founder of the European Gold Centre, is back from the INDABA Mining Conference in South Africa with plenty to report. He has seen a sea change in mining in Africa over the last few years; countries are growing more confident and have a greater awareness of mining's potential. In this interview with The Gold Report, Krasenberg provides a European perspective on a whole slew of miners working in Africa, as well as in all corners of the world. More >

Colin Healey: Will Mining Stocks Follow Iron Ore's Price Climb?
Source: Brian Sylvester of The Metals Report  (2/19/13)
Last year's drop in iron ore prices made for a once-bitten, twice-shy market, but Colin Healey of Haywood Securities now sees upside opportunity in junior developers. But there's a catch: Iron ore projects often have big price tags, and investors need to be confident that a company can cover its costs. In this interview with The Metals Report, Healey discusses junior developers that look fit to reach the finish line and explains why partnerships are not financial cure-alls in the space. More >

Why You Can Bet on Platinum Prices Going Higher
Source: Jeff Uscher, Money Morning  (2/15/13)
"Platinum prices, which have been below gold prices since mid-2011, are once again higher than the yellow metal, and the spread's widening." More >

Chris Ecclestone: Gold Will Fall, Time to Switch to Specialty Metals?
Source: Brian Sylvester of The Metals Report  (2/12/13)
The U.S. and Europe may have been skirting the edge of financial peril for years, but Christopher Ecclestone, who is the principal and mining strategist of London-based Hallgarten & Co., told The Metals Report that the gold price should drop this year as investors realize that there's no more cause for panic. However, the frank and expressive Ecclestone has plenty of other suggestions for what's "sexy" this year (zinc, copper and specialty metals), even as he rips into "business as usual" gold majors and chastises any management team with the nerve to offer a 0.5% dividend. More >

Why You Can Trust Your Analyst Again: Ingrid Rico
Source: Brian Sylvester of The Gold Report  (2/11/13)
Within the universe of junior mining companies, investors need to be choosy, says Ingrid Rico, mining analyst at Toronto-based investment bank M Partners. In this interview with The Gold Report, Rico explains how analysts value miners and reveals how she will be looking at junior mining companies in 2013—with a skeptical eye, preferring those funded to complete exploration plans for the year and a management track record to deliver results. She shares names of some companies whose projects stand out. More >

Big Gains Ahead with Platinum's Neglected Cousin
Source: Byron King, Daily Reckoning  (2/11/13)
"Let's cut to the chase. We've got a metal play here." More >

Kevin Puil: $4/lb Copper Is on Its Way
Source: Brian Sylvester of The Metals Report  (2/5/13)
Kevin Puil thinks analysts need to be realistic when it comes to copper. The Malcolm Gissen & Associates portfolio manager points to copper's historic levels at over $3/lb as proof that there are brighter times ahead for base metals as economies around the world continue to industrialize. On the other hand, with economic projects less abundant than they once were, supply is under severe pressure. The good news is, as Puil remarks in this Metals Report interview, there's money to be made for investors who can pinpoint the right projects. Read on to learn who's on Puil's list. More >