Central Bank Gold: Joining the Dots
Source: Adrian Ash, BullionVault  (1/27/12)
"Central banks control a shrinking proportion of what's been mined from the ground. A far greater tonnage of gold again is finding its way into private ownership, and there it's having a greater still impact on how money and finance work." More >

With Friends Like These, Does Gold Need an Official QE3?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/27/12)
"Recent moves by the Fed and Congress are very friendly to precious metals. They reinforce the belief that officials will continue to flood the economy with money in hopes of spurring growth. This reinforcement of friendship has helped gold prices increase more than 12% this month." More >

Gold ETF Mass Exodus
Source: Adam Hamilton, Zeal Intelligence  (1/27/12)
"The ETF GLD acts as an incredibly important conduit for the vast pools of stock-market capital to easily flow into and out of physical gold bullion." More >

Coming Scarcity of HREEs in Modern Apps Looks Good for Canadian Companies
Source: RareMetalBlog  (1/27/12)
"The geology of Canada and the remote regions, especially the north, provide excellent opportunities for finding the resource with the narrowest niches." More >

Junior Resources Companies Set to Outperform?
Source: Frank Holmes, U.S. Global Investors  (1/27/12)
"Emerging market countries, including Brazil, India and China, have switched from a tightening mode to an easing cycle, which generally has had a positive effect on the markets." More >

Lithium Investment to Power Portfolios: Daniela Desormeaux
Source: George Mack of The Energy Report  (1/26/12)
The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios. More >

Broken Dollar
Source: Toby Connor, Gold Scents  (1/26/12)
"The risk is great that the stock market could enter a runaway type rally if the dollar has begun the move down into an intermediate-degree bottom." More >

State of the Union: How to Profit from President Obama's New Clean Energy Challenge
Source: Kent Moors, Money Morning  (1/26/12)
"I see three initial questions arising from President Obama having thrown down the 'clean energy challenge' gauntlet: Is it a good idea? Is it attainable? How can investors profit? Let's take a look at-and answer-all three." More >

Silver Price Forecast 2012: I Stand by $140/oz Silver
Source: Hubert Moolman  (1/26/12)
"Market conditions often cause silver to fall behind gold for quite some time, whereafter silver normally catches up in a big way." More >

The Surprise Rally in Gold and Silver
Source: Jeb Handwerger, Gold Stock Trades  (1/26/12)
"Gold appears to be making a reversal at oversold and long-term support levels, breaking a five-month downtrend." More >

Filling an Energy Order with Chinese Takeouts
Source: Frank Holmes, US Global Investors  (1/26/12)
"China has been hungry to power its country for more than 1.3B residents, and takeouts of commodity-related companies is one way to fill its tall energy order." More >

'Mania' in Junior Mining Stocks Predicted: Fayyaz Alimohamed
Source: Source: Brian Sylvester of The Gold Report  (1/25/12)
Fayyaz Alimohamed, CEO of Altair Ventures Inc. and publisher of the Acamar Journal, offers historical perspective and predictions on the global economic crisis. In this exclusive Gold Report interview, he foresees a "mania" in junior mining stocks and recommends holding physical gold outside the banking system as a safety net. More >

Fed Policy Set to Support Gold
Source: Ben Traynor, BullionVault  (1/25/12)
"Spot market gold bullion prices dropped to $1,653/oz Wednesday morning, down 1.7% from Monday's high, while stock markets, commodities and the euro all slid and U.S. Treasuries gained after the head of the International Monetary Fund suggested the European Central Bank could take losses on its Greek bond holdings." More >

Peering Through Exxon's Looking Glass
Source: Frank Holmes, U.S. Global Investors  (1/25/12)
"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades." More >

Iranian Oil Sanctions
Source: Platts  (1/25/12)
"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win." More >

Should Apple Buy Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/25/12)
"What should Apple do with its massive cash hoard? A relatively small gold position in Apple's portfolio could help the company further offset currency and monetary policy risks to its $97.6B stockpile." More >

Obama Will Open Federal Public Lands to Natural Gas Exploration
Source: Dorothy Kosich, Mineweb  (1/25/12)
"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'" More >

Will Iran Kill the Petrodollar?
Source: Marin Katusa, Casey Research  (1/25/12)
"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar." More >

The Fed Weighs In!
Source: Guiseppi Borelli, The Unpunctured Cycle  (1/25/12)
"Right now no one owns gold outside of institutions and the so-called 'smart money' that filled out their positions years ago. That means the potential for much higher prices is tremendous." More >

Will Iran Kill the Petrodollar?
Source: Marin Katusa, Casey Research  (1/25/12)
"A major portion of the dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar. There is one outcome that we foresee with certainty: Gold will rise. Uncertainty around paper money always bodes well for gold." More >

Rare Earths Breaking Downtrend to the Upside
Source: Jeb Handwerger, Gold Stock Trades  (1/25/12)
"The handheld smart devices envisioned by early pioneers such as Steve Jobs would only have existed in the fertile brains of a handful of scientists in the absence of rare earths." More >

The President's Big Shout Out to Shale
Source: Energy InDepth  (1/25/12)
"A two-billion-year-long-no-mention streak finally came to an end, with President Obama devoting a significant segment of his nationally (and internationally) televised address to touting the promise and potential of developing America's enormous natural gas resources." More >

Potash's Current Calm Promises an Exciting Future: Corey Dias
Source: Brian Sylvester of The Energy Report  (1/24/12)
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress. More >

Graphite Applications Expanding: Ryan Fletcher
Source: Sally Lowder of The Critical Metals Report  (1/24/12)
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. In this exclusive interview with The Critical Metals Report, Zimtu Capital Director Ryan Fletcher explains the fundamentals underpinning the graphite market. It adds up to ample opportunities for investors. More >

When Will Silver Reach a New High?
Source: Andrey Dashkov, Big Gold  (1/24/12)
"Silver is more volatile than gold. Already in this decade, silver has risen by a factor of 12 from its 10-year low ($48.70/oz vs. $4.07/oz), while gold has seen about a sevenfold climb ($255.95/oz vs. $1,895/oz)." More >