Phosphate Producers Poised to Benefit from Tight Grain Market
Source: Potash Investing News, Leia Toovey  (8/18/11)
"As grains prices rise, so does the incentive for farmers to apply fertilizer to maximize yields. Grain prices have skyrocketed in the past year." More >

Japan Reopens First Nuclear Reactor Since Tsunami
Source: The Telegraph, Danielle Demetriou  (8/18/11)
"Before March 11, atomic plants produced around a third of Japan's domestic energy needs." More >

Solar Energy Cost Hits Par with Coal Fuel
Source: Sydney Morning Herald, Ben Cubby, Brian Robins and Melissa Lahoud  (8/18/11)
"The cost of solar power in parts of New South Wales has for the first time crept below that of coal-fired electricity." More >

Technology Metals Research Identifies Most Viable Critical Rare Earths Projects
Source: Mineweb, Dorothy Kosich  (8/18/11)
"Written by TMR co-founder Gareth Hatch, the analysis contains global supply and demand projections and rankings of the leading contenders for new sources of rare earths supply." More >

Report Claims China Fibbing over Rare Earth Production
Source: TechEYE, Matthew Finnegan  (8/18/11)
"Quotas put in place by Chinese authorities to limit production have little actual effect on production." More >

Rare-Earth Prices Hinder Goals
Source: China Daily, Zhang Qi  (8/18/11)
"Since prices of rare earths skyrocketed, 30–50% of LED bulb producers cut production to wait until the prices drop." More >

REEs So Hot, They're Affecting Hard Drive Pricing
Source: Street Insider  (8/18/11)
"China's export control on rare earth minerals is expected to boost average selling prices (ASPs) on hard drives by 5%–10%." More >

Frank Holmes: Gold Is for Fighting Deflation, Not Inflation
Source: Zig Lambo of The Gold Report  (8/17/11)
Whether out of fear or love, everyone is running to gold, says Frank Holmes, head of investment firm U.S. Global Investors. The lengthy Congressional battle to raise the debt ceiling left many investors clinging to gold for safety. But a growing world population continues to stock up on the honeyed metal for weddings and holidays. In this exclusive interview with The Gold Report, Holmes explains where our love-hate relationship with gold is headed and how to profit. More >

Gold Fever Gripping the Australian Outback
Source: New York Times, Matt Siegel  (8/17/11)
"More and more people are giving up lucrative jobs in cities in Australia for a chance at the quick riches and adventure offered by old-fashioned prospecting." More >

Important Technical Signals in Gold and Silver Mining Stocks
Source: Jeb Handwerger, Gold Stock Trades  (8/17/11)
"Mining stocks are rising above their 200-day moving average, the critical long-term trend indicator. This reversal is among the most bullish of buy signals." More >

Gold Holds, Silver Gains Momentum
Source: Ben Traynor, BullionVault  (8/17/11)
"Gold is still the most appealing asset in the short run, while uncertainty over the Eurozone's future will not evaporate overnight." More >

Bears Yell "Fire" in an Empty Theater
Source: David Banister, Market Trend Forecast  (8/17/11)
"This is options expiration week, trading this week is notoriously difficult. I'm leaning bullish as long as I keep seeing confirming price action." More >

Gold Market Update
Source: Clive Maund  (8/17/11)
"Gold appears to have its sights set on the outer trend channel boundary now in the $1900 area before this strong upleg is done." More >

Peru, Miners in Pact to Change Royalties
Source: Reuters, Teresa Cespedes and Patricia Velez  (8/17/11)
"Under the new system, companies would pay royalties based on operating profits instead of sales, similar to Chile's mining tax structure." More >

TSX "Stars Align" as Resources Rise
Source: Reuters, Claire Sibonney  (8/17/11)
"Thanks to its heavy weighting in resources, the TSX was outperforming its U.S. counterparts." More >

Master Limited Partnerships Set to Rebound
Source: Seeking Alpha, Timothy O'Rourke  (8/17/11)
"With the price of most Master Limited Partnerships falling with the Dow, this makes MLPs a great buying opportunity and a chance to pick up a 12.5%–17% effective yield." More >

Lithium-Ion batteries to Reign Auto Space
Source: GigaOm, Ucilia Wang  (8/17/11)
"If the electric car market is a Daytona 500 race, it's only on its first lap. Will the industry speed ahead and power a growing lithium market? An IHS report gives a resounding 'yes.'" More >

China's Wind Power Sector Struggles with Rare Earth Price Hikes
Source: Renewable Energy World, Liu Yuanyuan  (8/17/11)
"The price hikes are expected to intensify the already fierce competition in the sector." More >

Jason Burack and Kevin Kerr: Six REE Metals to Watch
Source: Brian Sylvester of The Critical Metals Report  (8/16/11)
Rare earth elements have made possible improvements in everything from smart phones and plasma televisions to clean energy technology. In this exclusive interview with The Critical Metals Report, Jason Burack, independent investor and cofounder of Wall St. for Main St., and Kevin Kerr, commodities trader and president of Kerr Trading, share the names of the rare earth element companies to watch as the market grows. More >

Can the U.S. Break China's REE Stranglehold?
Source: Fast Company, Ariel Schwartz  (8/16/11)
"Miners are using everything from satellite technology to 'old-fashioned' prospecting to locate REE deposits. Still, there are hurdles for ambitious companies to jump through." More >

Keith Schaefer: Predicts Market Rebound After Solution to European Debt Crisis
Source: George Mack of The Energy Report  (8/16/11)
Oil and gas producers have come to rely on the know-how and skills of an innovative group of service providers that create efficiencies through novel technologies and products. Keith Schaefer, editor and publisher of The Oil and Gas Investments Bulletin, believes investors can both derisk their portfolios and achieve growth with energy services companies that dramatically improve profits of producers. In this exclusive interview with The Energy Report, Keith stakes out some ideas that could yield big upside and add a cushion during volatile times. More >

How to Find Energy Company Value in a Schizophrenic Market
Source: Kent Moors, Money Morning  (8/16/11)
"Markets will find equilibrium, although the balance resulting will be less secure and subject to more rapid spikes in instability. But until the sector finds its feet, select individual companies to invest in." More >

Researching Safer Nuclear Energy
Source: New York Times, Matthew Wald  (8/16/11)
"The DOE, affirming its support for energy fields that are low in carbon emissions, announced that it will give $39M to university programs around the country to research nuclear energy safety." More >

Why Smart-Grid Analytics Are a Big Deal
Source: Washington Post, Emi Kolawole  (8/16/11)
"Upgrades to the energy grid are leading to a 'data tsunami,' according to clean-tech market research, but the industry needs programs that can make it actionable for energy producers and consumers." More >

Venezuela May Move Cash, Gold from U.S.
Source: Bloomberg, Daniel Cancel and Corina Rodriguez Pons  (8/16/11)
"Venezuela may transfer billions of dollars in cash and gold reserves held in U.S. and European banks to financial institutions in 'allied' countries." More >