Streetwise Base Metals Articles
Dramatic Copper Demand Growth Expected from China, India, Brazil
Source: Shivom Seth, Mineweb (6/18/12)
"For the first five months of 2012, China's YOY copper imports increased by 52% as demand for the red metal continued to soar, suggesting firm demand from the world's major commodity buyer."
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Ten-Point Model for Picking Mining Winners: Dr. Michael Berry
Source: Chris Marchese of The Gold Report (6/11/12)
If this is a bottom, Dr. Michael Berry sees it as the ideal time to pick up bargains in the mining sector. In this exclusive interview with The Gold Report, the Federal Reserve Board expert gives his diagnosis for what ails the markets and names the companies from Alaska to Brazil that could survive the financial plague wiping out equities all over the world.
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Musings on the Long-Term Fundamentals of the Copper Market
Source: Mickey Fulp, The Mercenary Geologist (5/28/12)
"Shy of a complete global economic meltdown or a catastrophic natural disaster, long-term supply and demand fundamentals remain strong and that certainly bodes well for a robust and healthy Dr. Copper."
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If You Want to Be a Winner, Follow These Four Rules
Source: William Patalon III, Money Morning (5/21/12)
"Rick Rule capped off predictions for gold, energy and other commodities with four rules successful resource investors must follow."
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National Strategic and Critical Minerals Act Wins US House Committee Approval
Source: Dorothy Kosich, Mineweb (5/17/12)
"The U.S. Department of Energy identified the 7–10 year period to obtain mining permits in the U.S. as compared to the average 1–2 years in Australia as one of the principal barriers to new U.S. mining ventures."
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Australia's Mining Sector Grows at Staggering 12% a Year
Source: IB Times, Vittorio Hernandez (5/16/12)
"Australia's mining sector continues to gallop, while the rest of the economy trails behind."
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Gold and Base Metal Plays: Jerome Hass and Jimmy Chu
Source: Peter Byrne of The Gold Report (5/11/12)
Toronto-based hedge fund managers Jerome Hass and Jimmy Chu of Lightwater Partners discuss their strategic approach to taking long positions on gold, zinc and tungsten opportunities around the world. In an exclusive interview with The Gold Report, the Lightwater principals reveal several precious and base metal plays in which they have purchased stakes and define their criteria for limiting risks when taking on junior mining investments.
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Asteroid Mining: The New Space Race Could be Worth Trillions
Source: Michael Robinson, Money Morning (5/9/12)
"Here's the math that will blow your mind: A space rock the size of a museum gallery could contain resources worth $100B."
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US House Bill Aims to Reduce Permitting Process
Source: Dorothy Kosich, Mineweb (4/27/12)
"'In a world in which the competition for mineral resources is increasingly fierce, America can no longer afford to benignly neglect a permitting process that stalls investment-threatening raw materials shortages and downstream economic activity,' National Mining Association CEO Hal Quinn told a House subcommittee."
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Gold, Silver and Copper Investing Strategies and M&A Ideas: Vishal Gupta
Source: Sally Lowder of The Gold Report (4/16/12)
Precious and base metal companies both have to obey the basic laws of physics and economics to be profitable. In this exclusive interview with The Gold Report, geologist turned analyst Vishal Gupta of Fraser Mackenzie shares names of small-cap companies that could successfully take advantage of unique mineralogy to produce profitable mines.
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Emerging Trends in Critical Metals: Richard Karn
Source: Brian Sylvester of The Critical Metals Report (4/3/12)
While markets do not always reward every deserving company, quality deposits carry an intrinsic value. That's why Richard Karn, managing editor of The Emerging Trends Report, advises investors to "buy the resource" over the stock. In this exclusive Critical Metals Report interview, Karn shares some companies with deposits worth their salt.
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The [Recovery] Has No Clothes
Source: Eric Sprott and David Baker (3/28/12)
"'The prevalence of paper trading in the silver market is what makes the drastic price declines possible by allowing non-physical holders to sell massive size into a relatively small market.'"
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Canada Sees Mining Resurgence: Scott Jobin-Bevans
Source: Sally Lowder and Brian Sylvester of The Gold Report (3/16/12)
Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada.
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Gold's Inflation Issue
Source: Adrian Ash, BullionVault (3/9/12)
"So if or when strong inflation does show up, retained wealth will likely find it hard to resist buying gold, no doubt alongside industrial commodities, land and other hard assets, even after the last decade's myth-busting performance."
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Copper Continues to Confound the Commodities Crowd
Source: Mickey Fulp, Mercenary Geologist (1/30/12)
"In the long run, we will continue to use more copper worldwide every year than we are discovering in new deposits and developing into new mines. Therefore, I remain a long-term secular bull for copper, as the citizens of emerging market countries demand the electricity, modern-day transportation and myriad of consumer goods and conveniences that we view as necessities in the developed world."
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Resource Stocks Breaking Out of Bases and Forming New Uptrends
Source: Jeb Handwerger, Gold Stock Trades (1/18/12)
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners."
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New Zealand to Make 'Significant Changes' to Crown Minerals Act
Source: Dorothy Kosich, Mineweb (1/16/12)
"We're going to make significant changes to the Crown Minerals Act because conversations under previous ministers have found that there are opportunities to improve the way that companies can access our minerals and apply for opportunities to explore."
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Platinum Price Looking Cheap, but Europe Still Has Swing Vote
Source: Geoff Candy, Mineweb (1/11/12)
"If Europe manages to find some kind of solution, platinum's fundamental problems could reassert themselves in the price, but for the moment, investors remain wary."
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Home-Brewed Copper: Dr. Michael Berry and Chris Berry
Source: Brian Sylvester of The Gold Report (1/9/12)
Despite a pullback in growth for China, copper demand is likely to remain strong in 2012, according to Dr. Michael Berry, publisher of Morning Notes, and his co-author, Chris Berry, founder of House Mountain Partners. Other developing nations, such as Indonesia, should pump up demand, but supply from such regions remains a tenuous prospect. In this exclusive interview with The Gold Report, the Berrys explain how "home-brewed" U.S. copper companies will be an important part of the equation.
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Dr. Copper Heading Back to School
Source: Geoff Candy, Mineweb (1/3/12)
"When combined with the financialization of the market and the increased usage of other materials to replace the red metal, the murky nature of Chinese copper demand means the metal's honorary doctorate should probably be rescinded for the time being."
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Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
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The "Miracle Material" That Will Change the World
Source: Michael A. Robinson, Money Morning (12/2/11)
"Stronger than steel and lighter than a feather, [graphene] will shape virtually every part of our daily lives by the end of this decade. The possible uses are almost limitless."
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In Mining, the Trend Is Small
Source: Canadian Business, David Garofalo (11/17/11)
āAnother phenomenon is quietly playing out in Canada: a continued strengthening of merger-and-acquisition activity in the mining sector, which could boost what are now severely compressed equity valuations.ā
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Euro Crisis "Gets Worse Every Day", Britain May Get "A Lot More QE", Gold Jewelry Preferred to Platinum in China
Source: Ben Traynor, Bullion Vault (11/16/11)
"'Gold jewelry has been in great demand due to the rising price of gold and the perception of gold as a store of value.'"
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Geordie Mark: Iron Ore Still Strong
Source: Brian Sylvester of The Gold Report (11/11/11)
In an environment of declining steel prices, Geordie Mark, mining analyst with Haywood Securities in Vancouver, nonetheless believes that iron ore juniors are poised for a rebound. Read his reasons for optimism in this exclusive Gold Report interview.
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