Streetwise Critical Metals / Other Metals Articles
Craig Stanley: Focus on Fundamental Drivers for Gold and Copper
Source: Interviewed by Karen Roche, Publisher, The Gold Report (1/19/10)
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.
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John Kaiser: Balancing Security of Supply Worries with Optimism on the R&D Front
Source: Interviewed by Karen Roche, Publisher, The Energy Report (1/14/10)
Huge emerging economies, primarily that of China, are driving up demand for the raw materials needed to develop infrastructure and making it clear that their own domestic needs take priority. Security of supply is a major concern, says mining analyst John Kaiser in this exclusive Energy Report interview. John identifies a few investment opportunities that are emerging to forestall lack of access to some key ingredients of economic growth, and also optimistically anticipates "a period of scientific breakthroughs that's going to pump up the world in a very big way."
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China's Rare Earth Motives
Source: The Diplomat, Ming Hwa Ting (6/6/01)
"Is China merely protecting its environment with REE export quotas?"
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Goldman Sachs and Its Rare Earth Rigmarole
Source: Jeb Handwerger, Gold Stock Trades
"As Al Jolson said, 'Folks you ain't seen nothing yet.'"
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