...with even more coverage of emerging trends in the energy, metals and minerals investing space.
Marin Katusa: Winter is Coming—How Investors Can Win in the 'Colder War'
Source: JT Long of The Energy Report (11/20/14)
Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape. More >
Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report (11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. More >
Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report (11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market. More >
Rocks to Riches with Thomas Schuster
Source: Peter Byrne of The Gold Report (11/12/14)
The key to finding gold is understanding the rocks. Thomas Schuster is a geologist and mining analyst with a deep understanding of where the gold hides. In this interview with The Gold Report, he talks about a number of gold explorers whose rocks are starting to shine. And gold is ready to come back strong, he says, as global reserves melt away. More >
Jack Lifton Says Innovation Is the Key to REE Independence
Source: JT Long of The Mining Report (11/11/14)
China's geology, cost structure and disregard for environmental degradation have led to rare earth world domination. But the landscape is changing. In this interview with The Mining Report, industry expert Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex. More >
Frank Holmes Talks No-Drama Investment Strategy
Source: JT Long of The Gold Report (11/10/14)
Frank Holmes' advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shares some strategies that help him "sit back and stay balanced," namely by diversifying and following the money. Find out about the indicators Holmes watches to read the market's pulse, and why a +/- 35% move for gold doesn't keep him awake at night. Holmes also profiles his favorite mining stocks, including one that generates what could be the highest per-employee revenue in the world. More >
Colin Healey: Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down
Source: Brian Sylvester of The Mining Report (11/4/14)
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond. More >
Paul Adams: Macro Trumps Micro in Resource Sector
Source: Brian Sylvester of The Gold Report (11/3/14)
Investors in Australia's junior mining sector are feeling the same pain as those in North America but Paul Adams, an analyst with brokerage firm DJ Carmichael in Perth, believes select junior resource companies will outperform the broad markets as macro-level events impact certain commodities. In this interview with The Gold Report, Adams suggests that strong demand fundamentals in nickel, zinc and uranium could mean better years ahead for equities with exposure to those commodities. Adams also discusses DJ Carmichael's new investment strategy and several companies that fit into it.
The Tao of Investing in the Renewable Energy Market: Practice Patience, Not Panic, Says JinMing Liu
Source: Tom Armistead of The Energy Report (10/29/14)
With the market bucking like a rodeo bull, investors should hang on and sit tight, JinMing Liu advises, especially with the high-beta cleantech and renewable energy industries he covers. In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient. More >
Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever
Source: JT Long of The Mining Report (10/28/14)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites. More >
Oliver Gross Says Peak Gold Is Here to Stay
Source: Kevin Michael Grace of The Gold Report (10/27/14)
The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report,
Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out.
Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report (10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that. More >
Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks
Source: Tom Armistead of The Energy Report (10/16/14)
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right. More >
John Kaiser's Tips for Escaping the Resource Sector Swamp Alive
Source: JT Long of The Mining Report (10/14/14)
What if the goldbugs are wrong and fiat currency isn't going to throw the world into hyperinflation? What if, instead, a steadily growing economy and a new awareness of the importance of having security of supply for critical metals, along with a big exciting discovery that heats up the resource sector, are what pull sinking gold and silver prices and their related mining companies out of the muck? If so, John Kaiser tells The Mining Report that he has set his sights on the dozen companies that would star in this horror-turned-romantic epic adventure. More >
The Best Offense Remains a Good Defense: M Partners' Derek Macpherson
Source: JT Long of The Mining Report (10/7/14)
With a strong dollar currently depressing the precious metals prices, M Partners Mining Analyst Derek Macpherson believes that fundamentals will kick in eventually and bring prices back up. In this interview with The Mining Report, he advises investors to look for low-risk companies on solid footing and discusses some of his favorite names that are poised to come out fighting. More >
Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker. More >
Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report (9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
Richard Karn's Advice for Avoiding the Walking Dead
Source: Special to The Gold Report (9/24/14)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year
that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught. More >
Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets. More >
Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores. More >
Alkane Resources Ltd. (ANLKY:OTCQX; ALK:ASX) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...
Alpha Exploration Inc. (AEX:TSX.V) Alpha Exploration Inc. is a junior mineral exploration and development company with strategically located uranium and gold properties in North America. Alpha Exploration was incorporated in October 20 ...
AMG Advanced Metallurgical Group N.V. (AMVMF:OTC) ...
Anfield Resources Inc. (ARY:TSX.V; ANLDF:OTCQB; 0AD:FSE) Anﬁeld Resources Inc. is a mineral development company that aims to identify and acquire a balanced portfolio of assets, including both strategic resource projects that have the potential to ge ...
Arianne Phosphate Inc. (DAN:TSX.V; DRRSF:OTCBB; JE9N:FSE) Founded in 1997 under the name Arianne Resources Inc. and listed on the Toronto Stock Exchange in 2003, Arianne Phosphate Inc. is a Canadian mineral exploration company now focused on developing its L ...
Azincourt Uranium Inc. (AAZ:TSX.V) Azincourt Uranium Inc. is an exploration company focused on Canada's Athabasca Basin, the world's leading source of high-grade uranium. The company's management team has a strong track record of succe ...
Balmoral Resources Ltd. (BAR:TSX; BAMLF:OTCQX) Balmoral Resources Ltd. is a Vancouver-based precious metal exploration and development company focused on the delineation of both high-grade gold and nickel-copper-PGE discoveries on its wholly owned ...
Carbine Tungsten Ltd. (CNQ:ASX) Carbine Tungsten Ltd. has become a tungsten concentrate producer from its flagship project, the Mt. Carbine tungsten mine, in Far North Queensland. Historically, Mt. Carbine produced 40% of Australia' ...
Century Aluminum Co. (CENX:NASDAQ) ...
Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on developing its Blue River tantalum and niobium deposit (British Columbia) and its Ashram rare earth elemen ...
DNI Metals Inc. (DNI:TSX.V; DG7:FSE) "DNI Metals Inc. holds six contiguous mineral properties in northeast Alberta, comprising a 2,720 sq-km land position over black shales locally enriched in base metals, uranium, lithium, specialty met ...
Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and mine development company based in Toronto, Canada, that is developing its 100%-owned, flagship Molo graphite project in southern Madagascar. Molo ...
Energy Fuels Inc. (EFR:TSX; EFRFF:OTCQX; UUUU:NYSE.MKT) Energy Fuels Inc. is the largest conventional producer of uranium in the United States. The company owns the only conventional uranium mill in the U.S., the White Mesa mill in Utah. Energy Fuels als ...
Excellon Resources Inc. (EXN:TSX; EXLLF:OTCPK) Excellon Resources Inc.'s 100%-owned La Platosa mine in Durango is Mexico's highest-grade silver mine, with lead and zinc byproducts making it one of the lowest cash cost mines in the country. The com ...
Excelsior Mining Corp. (MIN:TSX.V) Excelsior Mining Corp. is developing the world’s largest low-cost in-situ copper project within the copper porphyry belt of Arizona. Based on an initial production rate of 110Mlb/year and a US$2.75/lb ...
Exeter Resource Corp. (XRA:NYSE.MKT; XRC:TSX; EXB:FSE) Exeter Resource Corp.'s flagship Caspiche project is well located in Chile's Maricunga district, which has good infrastructure and is in close proximity to other large scale mining operations and proj ...
Fission 3.0 Corp. (FUU:TSX-V) ...
Fission Uranium Corp. (FCU:TSX) Fission Uranium Corp. is a Canada-based uranium exploration company with a major discovery in the Athabasca Basin, home to the world's richest uranium deposits. Headed up by CEO Dev Randhawa, the comp ...
Focus Graphite Inc. (FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...
Focus Ventures Ltd. (FCV:TSX.V) Focus Ventures Ltd. acquires and develops quality phosphate projects in Latin America, where the discovery and development of new deposits is becoming increasingly important given the growing demand a ...
Forum Uranium Corp. (FDC:TSX.V) Forum Uranium Corp. is a Canada-based energy company with a focus on the acquisition, exploration and development of Canadian uranium projects in the Athabasca Basin, Saskatchewan, and the Thelon Basi ...
Franco-Nevada Corp. (FNV:TSX; FNV:NYSE) Franco-Nevada Corporation is a resource royalty and investment company owning a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests. The portf ...
Great Quest Metals Ltd. (GQ:TSX.V) Great Quest Metals Ltd. is a Canadian mineral exploration company focused on advancing the Tilemsi phosphate project in Mali, West Africa. Encompassing 1,206 sq km, this deposit boasts a large tonnage ...
Highpower International Inc. (HPJ:NASDAQ) ...
IC Potash Corp. (ICP:TSX; ICPTF:OTCQX) IC Potash Corp. has demonstrated a low-cost method for producing potassium sulfate, also known as sulphate of potash or SOP, from its 100%-owned Ochoa polyhalite deposit in southeastern New Mexico. SO ...
Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a growing strategic mineral company with projects in Brazil and Canada. The immediate goal of the company is to to ramp up production at its Vanadio de Maracás Menchen mine. La ...
MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on district-scale projects located within the Mexican Silver Belt. Its mission is to become one of the premier companies in the silver mining industry. MAG is conducting on ...
Mamba Minerals Ltd. (MAB:ASX) ...
Mandalay Resources Corp. (MND:TSX) Mandalay Resources Corp. is a Canadian-based natural resource company with producing assets in Australia and producing and exploration projects in Chile. The company is focused on executing a roll-up ...
Mason Graphite Inc. (LLG:TSX.V; MGPHF:OTCQX) Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Guéret graphite project, located in northeastern Québec. The graphite grade on this pr ...
Medallion Resources Ltd. (MDL:TSX.V; MLLOF:OTCQX; MRD:FSE) Medallion Resources Ltd. is rethinking rare earths. Headed by Dr. Bill Bird and supported by an experienced technical team, the company is well positioned to identify and exploit the world's most prom ...
Midland Exploration Inc. (MD:TSX.V) Midland Exploration is a dynamic and aggressive mineral exploration company focused on gold, base metals and REE mine discoveries in one of Canada's richest mining provinces, Quebec. The company is le ...
Mkango Resources Ltd. (MKA:TSX.V) Mkango Resources Ltd. is a mineral exploration and development company with a mission to maximize shareholder value while spearheading the development of mining in Malawi and implementing meaningful a ...
Namibia Rare Earths Inc. (NRE:TSX, NMREF:OTCQX) Namibia Rare Earths Inc. is a Canadian public company focused on the accelerated development of its 100%-held Lofdal rare earth project in Namibia. Lofdal is an early-stage, district-scale exploration ...
Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX) Nemaska Lithium Inc. is a development company with a high-grade lithium asset and patent-pending processes to produce high purity lithium hydroxide and lithium carbonate using electrolysis technology. ...
North American Nickel Inc. (NAN:TSX.V) North American Nickel Inc. is a mineral exploration company with 100%-owned properties in Maniitsoq, Greenland; Sudbury, Ontario; and the Thompson Nickel Belt in Manitoba. The Maniitsoq property in Gr ...
Northern Minerals Ltd. (NTU:ASX) Northern Minerals Ltd. is poised to become the world's next producer of dysprosium at its Browns Range HREE project in northern Australia. Following a milestone year, the company is significantly adva ...
Orvana Minerals Corp. (ORV:TSX) Orvana Minerals is a proven gold producer with significant growth opportunities and a strong balance sheet. The company owns and operates the Don Mario Mine in eastern Bolivia and is developing two ot ...
Pasinex Resources Ltd. (PSE:CNX) Pasinex Resources Ltd. is a base and precious metals company with a particular focus on exploration in Turkey. Pasinex has a joint venture with Turkish mining company Akmetal AS to explore for zinc an ...
PolyMet Mining Corp. (POM:TSX; PLM:NYSE.MKT) PolyMet Mining Corp. is a publicly traded mine development company that owns Poly Met Mining Inc., a Minnesota-based corporation that controls 100% of the NorthMet copper-nickel-precious metals ore bo ...
Polypore International Inc. (PPO:NYSE) ...
Prima Diamond Corp. (PMD:TSX.V) Prima Diamond is focused on diamond exploration in the Slave Craton, Northwest Territories, Canada, which is host to the Daivik, Ekati, and Snap Lake diamond mines. The Prima diamond properties are si ...
Roughrider Exploration Ltd. (REL:TSX.V) Roughrider Exploration Ltd. is a Vancouver-based company engaged in uranium exploration in Saskatchewan. The company currently has an option agreement with Kivalliq Energy Corp. for its Genesis projec ...
Sierra Metals Inc. (SMT:TSX) Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru, and its Bolivar mine and Cusi mine in Mexico. In addition, Sierra Metals is explor ...
Soltoro Ltd. (SOL:TSX.V) Soltoro Ltd. is defining further resources on its El Rayo and Tecolote properties in Mexico. These projects make up the eastern portion of the Guachinango district and Cayden Resources Inc.'s El Barqu ...
Syrah Resources Ltd. (SYR:ASX) Syrah Resources Ltd. is an Australian resource company that is rapidly progressing its flagship Balama graphite and vanadium project in northern Mozambique, which hosts one of the world's largest reso ...
Thor Mining Plc (THR:LSE; THR:ASX) ...
Trevali Mining Corp. (TV:TSX; TREVF:OTCQX; TV:BVL) Trevali Mining Corp. is a zinc-focused base metals development company. In Canada, it owns the Halfmile zinc-lead-silver mine, the Caribou mine and mill, and the Stratmat polymetallic deposit, all loc ...
Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near-term production potential. With multiple projects across North America, Ucore's prim ...
UEX Corp. (UEX:TSX) UEX Corporation has the largest known resources of uranium held by any junior exploration company operating in the Athabasca Basin, a politically stable, mining-friendly jurisdiction that contains the ...
Ur-Energy Inc. (URE:TSX; URG:NYSE.MKT) Ur-Energy Inc. is a junior mining company engaged in the identification, acquisition, exploration, development and operation of uranium projects in the United States and Canada. The company operates ...
Uranerz Energy Corp. (URZ:TSX; URZ:NYSE.MKT) Uranerz Energy Corporation is a U.S.-based uranium company focusing on near-term, commercial in-situ recovery (ISR) production in Wyoming—the country's largest uranium-producing state. Its management ...
Virginia Mines Inc. (VGQ:TSX) Virginia Mines Inc. is a mining exploration company with a royalty of 2.2% on the world-class Eleonore gold deposit, which is in a new district that is now considered a new mining camp. Virginia works ...
Can Coal Endure Competition, Anti-Carbon Lobby? "The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already." - Zacks Equity Research (11/17/14) More >
To Buy or to Break Up? Dueling Themes Emerge in Mining Sector Downturn "Analysts recommend different tonics to ailing miners amid the mining sector downturn." - Kip Keen, Mineweb (10/30/14) More >
Why One Firm Would Buy Over Half the LME's Copper Stocks "LME stocks are used as an emergency source of supply, and having a monopoly over them could allow one to charge higher prices." - Teresa Matich, Resource Investing News (10/27/14) More >
A Year of Hard-Wrought Lessons for Platinum "Mechanization is becoming more viable; we're going to see a more skilled workforce..." - Duduzile Ramela, Moneyweb (10/20/14) More >
Will Russia and South Africa Become the OPEC of Platinum? "Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices." - Teresa Matich, Resource Investing News (10/12/14) More >
The History of Metals "The development of civilization has relied heavily on the discovery of metals." - Visual Capitalist (10/8/14) More >
Deutsche Bank Favors Base Metals over Precious Metals "Base metals are preferred over bulks and precious metals, said Deutsche Bank analysts in a recently published third-quarter preview." - Dorothy Kosich, Mineweb (10/6/14) More >
Nickel Pulls Back, But Still Looks Strong Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015. - Dorothy Kosich, Mineweb (9/30/14) More >
Rick Rule: Seeing a Bullish Transition in Junior Gold Miners "The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign." - Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14) More >
Commodities Capitulation—A Blip or the Start of Something More? "By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ." - Chris Berry, Disruptive Discoveries Journal (9/22/14) More >
Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime "The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector." - Lawrence Williams, Mineweb (9/1/14) More >
CEOs in Mining The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. - Visual Capitalist (8/20/14) More >
Minerals Versus Marijuana "Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." - Douglas French, The Daily Reckoning (8/19/14) More >
Like Gold, Base Metal Stocks Offer Huge Investment Opportunities "Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." - Lawrence Williams, Mineweb (8/1/14) More >
What Do Droughts Mean for Potash Investors? "Droughts, while not so good for farmers, are good for fertilizer prices." - Vivien Diniz, Resource Investing News (7/24/14) More >
Multibillion-Dollar Takeover Reflects Lithium Market Potential "The market for lithium, which is also used in batteries for laptop computers, may double in a decade, with demand growing at 7–10% annually." - Bloomberg (7/15/14) More >
2014 Commodities Halftime Report "After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." - Frank Holmes, U.S. Global Investors (7/14/14) More >
Palladium Price Soars to 13-Year High "Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium." - Kip Keen, Mineweb (7/7/14) More >
Canada Could Become REE Powerhouse. . .with Some Help The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. - Dorothy Kosich, Mineweb (6/30/14) More >
Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double "For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting." - Peter Krauth, Money Morning (6/23/14) More >
This Metal Problem Could Ignite China's Smoldering Crisis "Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." - Peter Krauth, Money Morning (6/16/14) More >
Tesla's Gigafactory: The Critical Minerals Impact "At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." - Simon Moores, Industrial Metals (6/6/14) More >
The Lower the Uranium Price, the Higher the Rebound "Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound." - Jeb Handwerger, GoldStockTrades (5/27/14) More >
North American REE Exploration & Development "Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." - Derek Hamill, Zimtu Capital Corp. (5/19/14) More >
New, More Transparent, Contracts to End Africa's Resource Curse? "African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." - Anthony Harrington (QFinance), EconomyWatch (4/28/14) More >
These Alternative Energy Stocks Will Soar on China's Rare Metal War "In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." - Money Morning (4/25/14) More >
Sanctions for Russia? Here Are the Real Winners "Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." - Byron King, Daily Resource Hunter (4/16/14) More >
Manganese Miners and Indonesia's Export Ban "Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." - Teresa Matich, Resource Investing News (4/10/14) More >
What to Buy for Putin's New War: Nickel Could Surge "If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days." - Christian DeHaemer, Energy & Capital (3/20/14) More >
Making Green from Gold, Palladium and Pollution Concerns "It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher." - Frank Holmes, U.S. Global Investors (3/10/14) More >
Uranium Hot Spots: Mauritania, Gabon and Zambia "These countries have potential that has attracted many companies, from juniors to established multinationals." - Uranium Investing News (3/4/14) More >
Size Does Matter in Rare Earth Mining: Christopher Ecclestone "It looks like market watchers have started to get a handle on what makes a good rare earth company." - Vivien Diniz, Resource Investing News (2/24/14) More >
This "Workhorse" Metal Is Ready for a Breakout "Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." - Peter Krauth, Money Morning (2/18/14) More >
Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets "The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." - Vivien Diniz, Copper Investing News (1/30/14) More >
The Rare Earth Commodities that Just Won't Go Away "The Chinese still hold the trump card when to comes to rare earth production—they still produce over 95% of the world's supply." - Byron King, The Daily Reckoning (1/23/14) More >
Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel "Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners." - Brent Cook, Exploration Insights (1/13/14) More >
Uranium Bull Market to Gather Steam over Next 18 Months: Scotiabank "Scotiabank analysts make noise on the uranium drum, drawing a what-if supply/price picture if Japan restarts reactors." - Kip Keen, Mineweb (1/13/14) More >
Bullish or Bearish: Mining Sector Prospects for 2014 "The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals." - PinnacleDigest (1/5/14) More >
The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal "Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." - Peter Krauth, Money Morning (12/24/13) More >
Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report "Society will need to pay more attention to the acquisition and maintenance of metals than has been the case in the past, a new study by Yale University suggests." - Dorothy Kosich, Mineweb (12/9/13) More >
Platinum and Copper Are the Metals of the Future: Robert Friedland Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo. - Lawrence Williams, Mineweb (12/2/13) More >
Uranium: The Metal of Tomorrow Nuclear power is a clean energy source that will be used well into the future to help meet the world’s growing energy requirements. In this infographic, Visual Capitalist highlights uranium’s history, properties and fundamentals moving forward. - Visual Capitalist (11/19/13) More >
Investing in Platinum: Demand to Hit Record High in 2013 "In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012." - Tony Daltorio, Money Morning (11/18/13) More >
What Global Copper Reserve Estimates Don't Reveal "World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num¬ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." - Richard Mills, Ahead of the Herd (11/11/13) More >
Carbon Is the Problem: Is Graphene the Solution? "The search is on to find a better material than silicon—one that is much more energy-efficient and less likely to produce waste heat." - Christine Hertzog, The Energy Collective (10/31/13) More >
Does Thorium Deserve a Role in Next-Generation Nuclear Energy? "The world is still using the raw materials and components with one of the basic designs that built the first commercial nuclear power reactor more than a half-century ago." - Jim Pierobon, The Energy Collective (10/30/13) More >
When Nuclear Energy Lights Every Home on Earth "Sooner than you think, biology will be reprogrammed to 'grow' new energy." - Josh Grasmick, Daily Reckoning (10/28/13) More >
Emerging Technologies Could Transform Nuclear Power and Wind Energy "Molten salt reactors could eliminate the problem of nuclear waste, and arranging vertical-axis wind turbines like 'a school of fish' could make wind farms more efficient, with a smaller land footprint." - Marty Biancuzzo, Tech & Innovation Daily (10/17/13) More >
The Other Precious Metal Can Double Your Money Now "Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand." - Peter Krauth, Money Morning (10/17/13) More >
Diversified Miners Pin Hopes to Iron Ore and China "Record export figures from Western Australia's Port Hedland suggest iron ore miners BHP Billiton, Fortescue Metals and Atlas Iron are set to report strong quarterly earnings in the coming two weeks." - Alex Williams, Mineweb (10/7/13) More >
TV Is Well-Positioned for the Impending Zinc Rally Mark Turner, Scotia Capital -"We believe that TV is near or at the top of the list of zinc-focused equities." (11/20/14)
SYR Offers Hugh Potential The Mining Report with Michael Slifirski -"SYR sits on one of the best graphite deposits in the world." (11/18/14)
LLG Reports Mill Placement Study Results Daniel Greenspan, Macquarie Capital Markets -"By trucking Lac Guéret's ore to a mill, LLG could decrease capex and opex by 8% and 20%, respectively." (11/18/14)
TV: Q3/14 Cash Costs a Beat Derek Macpherson, M Partners -"We believe TV's Santander is approaching steady state." (11/17/14)
TV Continues Exciting Progress Adam Low, Raymond James -"TV offers investors the best equity exposure to zinc." (11/17/14)
TV: Generating Cash Flow Barry Allan, Mackie Research Capital -"TV's Santander mine is operating well and producing positive cash flow." (11/17/14)
TV Reports Solid Quarter Joseph Gallucci, Dundee Capital Markets -"We are reiterating our Top Pick Buy rating for TV." (11/17/14)
RD: Solid Management Team Bob Moriarty, 321 Gold -"The numbers for RD are outstanding and will get better." (11/17/14)
SMT: Quarterly Financials in Line Christos Doulis, PI Financial -"SMT delivered strong Q3/14 operating results." (11/14/14)
EFR: Profitable Third Quarter Jeff Wright, H.C. Wainwright & Co. -"The Q3/14 sales fulfilled EFR's delivery commitments through 2014E." (11/14/14)
P: Continued Success at San Dimas Brian Szeto, PI Financial -"P's San Dimas is a long-life, high-grade asset that will continue producing well into the future." (11/13/14)
SMT: Q3/14 EPS as Expected Ali Khan, Edgecrest Capital -"SMT ended Q3/14 with $47M in cash, an increase of 12% over Q2/14." (11/13/14)
EFR Has Strong Q3/14 David Talbot, Dundee Capital Markets -"EFR confirmed our Buy rating by beating EPS, revenue and cost projections in Q3/14." (11/13/14)
Another Big Quarter for EFR Colin Healey, Haywood Securities -"In Q3/14, EFR sold 371.7 Klb U3O8 at a large premium to the spot price, generating $21.1 revenue." (11/13/14)
NTU Deposit Features Xenotime The Gold Report Interview with Jack Lifton -"NTU has a deposit of xenotime, the most desirable HREE." (11/11/14)
NRE Mine is Low Cost The Mining Report Interview with Jack Lifton -"NRE may be the lowest cost mine of all to bring to production." (11/11/14)
ALK Has REE Offtake The Mining Report Interview with Jack Lifton -"ALK has an offtake for its REEs." (11/11/14)
URZ: Newest Uranium Producer Rob Chang, Cantor Fitzgerald -"Q3/14 was URZ's first ever revenue quarter from the sale of uranium." (11/11/14)
URZ Is Still a Stock to Buy Rob Chang, Cantor Fitzgerald -"We expect URZ to produce nearly 500 Klb uranium in this initial year." (11/10/14)
FCU: Favored Uranium Explorer David Talbot, Dundee Capital Markets -"With a resource, FCU could be in a strong takeout position in 2015." (11/7/14)
UEX: Favorite Exploration Stock David Talbot, Dundee Capital Markets -"Significant for UEX short term is its Hidden Bay basement drilling." (11/7/14)
URE: Solid Lost Creek Production David Talbot, Dundee Capital Markets -"URE could ramp up its 0.5 Mlb extra capacity and sell that material." (11/7/14)
EFR: Additional Production Potential David Talbot, Dundee Capital Markets -"EFR is 100% hedged right now but still enjoys strong leverage." (11/7/14)
URZ Stock Is Leading the Sector Jeb Handwerger, Gold Stock Trades -"URZ management work with Cameco, their former company, on processing." (11/7/14)
We Anticipate a Strong Finish to 2014 for MND Chris Thompson, Raymond James -"We continue to rate MND a Strong Buy." (11/7/14)
BAR Finds More Nickel at Grasset Thibaut Lepouttre, Caesars Report -"The strike length of BAR's Grasset mineralization could easily be doubled." (11/7/14)
MND Beats EPS Estimates on Lower Operating Costs Andrew Kaip, BMO Capital Markets -"MND's unit costs are trending downward at Cerro Bayo and Costerfield." (11/6/14)
THO's M&I Resource at Escobal Is 434 Moz Ag Michael Gray, Macquarie Equity Research -"THO's Escobal is a best-in-class silver mine managed by a top-notch management team." (11/6/14)
MD Expands Portfolio Brien Lundin, Gold Newsletter (Jefferson Financial) -"The addition of Willbob strengthens MD's presence in the area." (11/6/14)
MIN Is Enticing In the Short- and Long-Term Brien Lundin, Gold Newsletter (Jefferson Financial) -"With a 5 Blb+ copper resource and phased production approach, MIN is very attractive." (11/6/14)
URZ Surpasses Permitting Hurdle David Talbot, Dundee Capital Markets -"We upgrade URZ to a Buy; we see an entry opportunity with investors." (11/5/14)
ALK: Tomingley to Fund Dubbo Vincent Pisani, Shaw Stockbroking -"ALK's Tomingley performed well in Q3/14; it is a cash cow." (11/5/14)
SYR's Developing a High Quality Recarburiser Vincent Pisani, Shaw Stockbroking -"SYR is at the forefront of developing new markets for graphitic carbon." (11/5/14)
ICP: Ahead of the Pack Alessandro Bruno, Investor Intel -"ICP is well positioned to lead the SOP market as the world's top and lowest-cost manufacturer." (11/5/14)
URE Boasts Contract Sales The Mining Report Interview with Colin Healey -"URE's well fields have certainly been performing in excess of management expectations." (11/4/14)
URZ Is a New Producer The Mining Report Interview with Colin Healey -"URZ is a new producer and it's set to deliver its first financial results since the company registered first sales of uranium in September." (11/4/14)
FCU Catalyst Expected by Year-End The Mining Report Interview with Colin Healey -"FCU has drilled over 260 holes into its significant discovery at Patterson Lake South." (11/4/14)
EFR Features Buy Rating The Mining Report Interview with Colin Healey -"We like EFR because it's in the position to respond to recovering uranium prices." (11/4/14)
Japanese Reactor Restarts Will Benefit URE David Sadowski, Raymond James -"We continue to view URE as the premier publicly traded uranium producer." (11/4/14)
URE Improves Operations Colin Healey, Haywood Securities -"In Q3/14, URE achieved a 21% QOQ increase in flow rate." (11/4/14)
NTU Adds to Resource The Gold Report Interview with Paul Adams -"NTU should be the world's next major dysprosium producer outside of China." (11/3/14)
FCU: Top Pick, Buy Rated David Talbot, Dundee Capital Markets -"FCU is our Top Pick in the uranium space; it is positioned to rebound." (11/3/14)
URE Cash Costs Remain Among the Lowest in the Industry Rob Chang, Cantor Fitzgerald -"Ur-Energy has a solid book of contracts extending out to 2018." (11/3/14)
URE Cash Costs Remain Among the Lowest in the Industry Rob Chang, Cantor Fitzgerald -"URE has a solid book of contracts extending out to 2018." (11/3/14)
MIN's Positive Story Hasn't Changed Eric Coffin, HRA Journal -"MIN is as safe a preproduction copper stock as you can find." (11/2/14)
ARY: Mill License Transfer Approved Jeb Handwerger, Gold Stock Trades -"Owning the mill allows ARY to have control from mining to production." (10/30/14)
FCV Secures Strong Joint Venture Partner for Aurora Project Caesars Report -"FCV secured a strong partner—Daewoo International, a subsidiary of POSCO." (10/30/14)
WCB Drill Results Expected Shortly The Gold Report Interview with Bob Moriarty -"WCB could have big potential." (10/29/14)
VGQ: Defining More Gold Eric Lemieux, PearTree Securities Inc. -"VGQ has strong financial flexibility and a solid work ethic." (10/29/14)
FMS to Consider Tribe's Needs Ben Kramer-Miller, Seeking Alpha -"FMS entered an agreement with a First Nation tribe, a crucial step." (10/29/14)