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Behind Copper’s Quake-Driven Rally
PodcastThe Chilean earthquake has driven copper prices skyward in the past few days. But can current supply disruptions overcome the market surplus and keep prices high long term?


HardAssetsInvestor.com Tuesday, 02 March 2010
 
Selenium: Contrary Stuff
SeleniumIn our latest installment of our Minor Metals series, we take a look at selenium, a contrary metal used in glass, metallurgy and hair care.
  • The industrial applications for this ‘element of contraries’
  • Why it’s so hard to come up with production numbers
  • What's the solar-selenium connection?
Tom Vulcan Monday, 22 February 2010
 
Bending Iron
PodcastWith the seeming collapse of the traditional iron ore forward contract system, who wins: miners, mills or investors? Matt Hougan and Dave Nadig dig in.


HardAssetsInvestor.com Wednesday, 17 February 2010
 
Thorium: Next-Gen Nuclear Fuel

ThoriumWe take a look at the fuel of choice for the newest generation of nuclear power.

  • Why is thorium better than uranium?
  • Are there pure-plays for thorium?
  • Keep your eyes on these technologies

 

James Kitler, CFA Tuesday, 09 February 2010
 
Copper’s Tricky Dance

CopperIs copper’s run really over this time? Or will China keep saving the day?

  • Technical voodoo
  • Strong demand in China
  • The Asian inventory glut
Julian Murdoch Tuesday, 26 January 2010
 
Miguel Perez-Santalla: Rhodium On A Tear
The VP of marketing for Heraeus Precious Metals Management discusses his outlook for industrial metals in 2010.
  • Logistics of buying silver over gold
  • Why rhodium is tricky to own
  • Cautious plays for palladium and platinum
HardAssetsInvestor.com Wednesday, 13 January 2010
 
Thallium: A Poison And More ... Much More
ThalliumIn the latest installment of the minor metals series, we look at the toxic thallium, a crucial ingredient for fiber optics and camera lenses
  • Thallium's future: medical imaging & superconductors
  • Why the U.S. must import 100 percent of its thallium
  • Which junior explorer has its eyes on the metal?
Tom Vulcan Sunday, 10 January 2010
 
Indium: No Screen Test Needed
IndiumIn our latest edition of the minor metals series, we take a look at indium, a crucial component in LCDs.
  • The many electronic faces of indium
  • Does smuggling to Japan make a difference?
  • Which companies give exposure
Thomas Vulcan Monday, 21 December 2009
 
Copper: Further Steady Times Ahead?
Copper MiningCopper's been Mr. Consistent this year, recovering from last winter's lows. But is 2009's ramp-up headed for a repeat?
  • How the hope of economic recovery has pushed prices higher
  • Will Australia's declining output cause a supply deficit next year?
  • Which matters more: the dollar or China? 
Julian Murdoch Thursday, 17 December 2009
 
Constantine Karayannopoulos: The Road Ahead For Rare Earths
Stock BoardTom Vulcan chats with the CEO of Neo Material Technologies about his outlook for the rare earth metals industry.
  • Future looking bright at NEM
  • Why the rare earth industry needs to ‘clean up its act’
  • No magic bullet for energy efficiency in cars
Tom Vulcan Monday, 07 December 2009
 
Kazakhstan: An Opportunity In Uranium

UraniumCould this former Soviet republic become the next big producer in nuclear fuel?

  • The worldwide nuclear expansion
  • How Kazakhstan is increasing uranium production
  • Will uranium prices keep going up?
John C.K. Daly Tuesday, 01 December 2009
 
Cadmium: Spent Energy?

Cadmium batteriesIn the latest installment of our Minor Metals series, we take a look at battery-powering cadmium.

  • Cadmium’s changing demand picture
  • The metal’s connection to solar
  • The one major overlooked opportunity in cadmium
Tom Vulcan Monday, 16 November 2009
 
Arsenic: The Old ‘Poudre De Succession’

ArsenicIn the latest installment of our Minor Metals series, we survey arsenic’s investment outlook.

  • Modern uses for the ‘inheritance powder’
  • Rising demand from the solar industry?
  • Opportunities in arsenic cleanup
Tom Vulcan Tuesday, 13 October 2009
 
Copper’s Run Over
Real-Time Monetary Inflation (last 12 months): 0.8%*

Anyone bull-riding copper this year scored pretty well. For the 34 weeks stretching from Christmas to August's end, there were only nine in which December COMEX copper closed lower. For the buy-and-hold investor, a 73% weekly winning streak takes the blue ribbon, most especially in the futures market.

Brad Zigler Tuesday, 29 September 2009
 
What’s In Store For Aluminum?
AluminumAmid high inventories and increasing production, aluminum has many investors scratching their heads.
  • Going up? Going down? Yes!
  • Physical ETF in the offing?
  • Futures vs. equities
Julian Murdoch Thursday, 24 September 2009
 
Zirconium: Not Just Bling

ZirconiumAds for cubic zirconia rings as thrifty diamond substitutes are all but passé. We delve into the shiny chemical element's other uses ...

  • More abundant than copper
  • The largest consumers
  • Market prospects
Tom Vulcan Monday, 21 September 2009
 
Fluorspar: The Cool Mineral
FluorsparOnce a popular jewelry mineral, fluorspar is now used in several crucial industrial applications. So how can you play this cool mineral?
  • The many faces of fluorspar
  • The China (and Mexico) supply situation
  • How to play fluorspar now
Tom Vulcan Tuesday, 08 September 2009
 
Mongolia: Mining’s Next Big Thing?
MiningCould the long-anticipated Oyu Tolgoi mine transform Mongolia into a mining superstar?
  • A draconian tax repealed
  • Copper, gold, uranium and coal
  • Which miners will benefit?
Lara Crigger Monday, 31 August 2009
 
Mongolia: Mining’s Next Big Thing?
MiningCould the long-anticipated Oyu Tolgoi mine transform Mongolia into a mining superstar?
  • A draconian tax repealed
  • Copper, gold, uranium and coal
  • Which miners will benefit?
Lara Crigger Monday, 31 August 2009
 
Larry Reaugh: The Three M’s Of Specialty Metals
Larry ReaughThe CEO of Reaugh Group shares his views on the specialty metals market.
  • China as ‘the big snowball’
  • Manganese as the next molybdenum
  • How to play the Three M’s
Lara Crigger Friday, 21 August 2009
 
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