Streetwise Critical Metals / Other Metals Articles
Are ETFs Really Safe?
Source: David Galland, Casey Report (4/7/11)
"Given that there are about 2,000 ETFs in existence, with assets totaling over $1 trillion, we thought it appropriate to find out what Dr. Bogan has learned in his research."
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The Rush to Acquire Copper Resources
Source: Copper Investing News, Leia Michele Toovey (4/7/11)
"With prices near record-highs, there's extra incentive for companies to secure future supply."
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China's Rate Tightening Threatens Copper
Source: Financial Times, Jack Farchy (4/6/11)
"Some of the world's biggest copper miners are warning of lower prices for up to a year on China's moves to curb inflation."
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Geology and Risk Hinder New Copper Supplies
Source: Reuters, Julie Gordon (4/4/11)
"There's no 'peak copper' theory, but the easy-to-get stuff is gone."
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China to Cap 2011 Rare Earth Output at 93,800 Tons
Source: Steel Guru (4/4/11)
"Beijing has sought to impose more discipline on its REE industry but policies alarm foreign markets."
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Tanzania Looks to Gold and Base Metals for Growth
Source: All Africa, Leonard Magomba (4/3/11)
"Tanzania hopes to grow its mining industry by at least 7.7% annually for the next five years."
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Copper May Approach $11,000/Mt. in 2011
Source: Platts, Andy Blamey (4/1/11)
"Copper will remain in fundamental deficit this year and next."
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Kenya's Gold Rush Sparks New Demand for Bank Loans
Source: All Africa, Moses Michira (3/31/11)
"The Central Bank of Kenya's 'mining and quarrying' sector recorded the highest growth of new loan accounts in recent months as explorers flock to the mineral-rich region."
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Mexico's January Mining Production up 17% on Year
Source: Dow Jones, Laurence Iliff (3/31/11)
"Top metals like copper, gold and silver lead the charge with double-digit rises."
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No End in Sight to Rare Earth Dearth
Source: Mining Weekly, Liezel Hill (3/31/11)
"China might halt rare earth exports altogether."
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Few Substitutes for Rare Earths
Source: Rare Earth Investing News, Damon van der Linde (3/30/11)
"By the time we have REE substitutes in place, there may be an oversupply."
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China Uses Copper to Finance, Not Build
Source: MINING, Michael McCrae (3/30/11)
"China is using 40%–80% of its total copper stocks for financing."
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Rare Earth Stocks Rebounding
Source: Jeb Handwerger, Gold Stock Trades (3/29/11)
"Follow NA miners that have the crucial heavy rare earths."
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Neodymium Prices Double
Source: International Powder Metallurgy Directory (3/28/11)
"This week, the neodymium price rose from $45,707–$91,415/ton."
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Mike Kachanovsky: Navigating the Discount
Source: Mike Kachanovsky: Navigating the Discount (3/25/11)
The terrible tragedy in Japan is shifting markets worldwide. Mike Kachanovsky, a consultant to both resource companies and institutional investors, believes the volatility has created a finite opportunity to scoop up resource stocks on the cheap. In this exclusive interview with The Gold Report, Mike explains what impact the devastation could have on the performance of rare earth companies, as well as how to navigate discounted stocks to avoid the duds.
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Precious Metal Prices Tied to Catalytic Thefts
Source: Vancouver Sun, Neal Hall (3/25/11)
"Thieves seek platinum, palladium and especially $6,000/oz.rhodium."
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China Hikes Rare Earth Taxes
Source: CBC (3/24/11)
"REE prices already have increased by 700% over the past decade."
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Skarn Copper Deposits
Source: Copper Investing News, Leia Michele-Toovey (3/24/11)
"The largest copper skarns can exceed 1B tons and often host tungsten."
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U.S. Slowly, Very Slowly Oozes REE Assault
Source: Network World, Michael Cooney (3/23/11)
"China is selling REEs at nearly double 2010 prices."
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U.S. Issues Request for Information on Rare Earth Metals
Source: U.S. DOE (3/22/11)
"Responses will inform an update to the DOE's Critical Materials Strategy."
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Guinea: Obstacles, Omens and Opportunities
Source: All Africa (3/22/11)
"Interest groups argue for communities in mining areas to be directly involved in discussions on contracts."
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Mickey Fulp: Double or Nothing
Source: Karen Roche of The Gold Report (3/21/11)
In this exclusive interview with The Gold Report, Mercenary Geologist Mickey Fulp touches on wide-ranging topics from the coming correction in gold to the criteria he uses to evaluate the "best of the best" stocks that he presents in his periodic Musings. Among them—if he can't see a double within 12 months, Mickey will walk on by.
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Germany to Recycle REEs to Help Tackle Shortage
Source: Global Post, David Wroe (3/21/11)
"Factory workers continue to fill garbage bags with rare earths elements."
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Rare Earth Explorers Look to Africa
Source: Mining Weekly, Irma Venter (3/18/11)
"Equilibrium will be possible only if non-Chinese suppliers come onstream."
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China Enters Race for Seafloor's Mineral Riches
Source: Mining Weekly, Matthew Hill (3/17/11)
"Nation to follow Canadians' example in mining for underwater precious metals."
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