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SECTOR - BASE METALS
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Molybdenum: Mighty Tough
Picture of metal: molybdenumCould molybdenum soon be traded on the LME? Maybe.
  • Critical production uses
  • Demand currently trumping supply
  • Delivery poses a challenge

 

Tom Vulcan Monday, 23 June 2008
 
An Interview With Charles Swindon
An Interview With Charles SwindonThe chairman of the Minor Metals Trade Association talks about major growth in minor metal prices.
  • What makes a minor metal "minor"
  • Recent price trends
  • The strategic importance of minor metals
HardAssetsInvestor.com Friday, 06 June 2008
 
Metal Or Mine?

Copper MineWhat’s the best way to tap into the nonferrous metals market? Physical metals or mining companies?

  • Which performs better?
  • There's no such a thing as a "pure play" mining company
  • Volatility vs. returns
Tom Vulcan Monday, 24 March 2008
 
Paul Quartararo Interview – Part I
SPECTRA Resources' Paul Quartararo talks about the direction of the global steel market.
  • Steel prices are expected to continue to rise in 2008
  • In the U.S., nonresidential construction is replacing demand as residential construction slumps
  • Emerging markets are driving demand outside the U.S.
Administrator Tuesday, 19 February 2008
 
BHP: It’s Hammer Time

BHP faces a big week. Plus, hard evidence that buying a commodity is very different from buying a commodity stock.

  • Earnings are going to matter
  • They have to face the Rio Tinto music
  • Why they’re not really a base metals stock
Julian Murdoch Friday, 01 February 2008
 
Cold Winter = Hot Market?

Thursday was a good day for base metals bulls. Month-end window dressing and supply concerns pushed the PowerShares DB Base Metals Fund (Amex: DBB) up an impressive 4.75%. Futures on three metals - aluminum, copper and zinc - make up the DBB portfolio.

Brad Zigler Friday, 01 February 2008
 
Thank Scrap: The Market For Recycled Metals

What’s the most energy-efficient, environmentally friendly way to take advantage of strong metal prices? Recycling.

  • Huge energy (and cost) savings
  • A booming market
  • The best way to invest
Tom Vulcan Tuesday, 22 January 2008
 
An Interview With Michael Metz
Michael Metz, chief investment strategist for Oppenheimer & Company, lays out his opinions on each segment of the commodities market.
  • Bullish on oil, bearish on alternative energy
  • The dollar has hit bottom
  • Agriculture looks good, gold may look better

Matt Hougan Thursday, 06 December 2007
 
The Chinese Bubble?
Jim Rogers calls China an “incipient bubble.” If that’s true, what does that mean for the commodities market?
  • The source of marginal demand
  • An export- or import-led economy?
  • The AH Premium index
Matt Hougan Monday, 12 November 2007
 
An Interview With Wesley Karger
Wesley Karger manages money for some of the wealthiest families in the world. He spoke with HAI about commodities.
  • An important part of all portfolios
  • Playing the “reflation” theme
  • Is China a bubble?
HardAssetsInvestor.com Monday, 05 November 2007
 
Speculative Fury

The Hunt Brothers are everywhere.

OK, it’s not that bad, but the heavy hand of speculators is having an increasingly important impact on the market, particularly for the minor metals.

HardAssetInvestor.com Monday, 23 July 2007
 
PWC’s Extraordinarily Bullish Report

PricewaterhouseCoopers (PWC) is out with an extraordinarily bullish report on the global mining industry. The Mine* report, available here, reflects the view of CEOs throughout the industry, as surveyed by PWC. Here are a few choice quotes:

HardAssetsInvestor.com Monday, 25 June 2007
 
Indian Iron = Veggie Burgers

 Commodity investors often lose sight of the fact that all this wheat and ore has to eventually get somewhere. A recent move by India may be showing us that this could be an Achilles' heel – and it's floating in the Pacific.

HardAssetsInvestor.com Thursday, 24 May 2007
 
Cobalt? Indium?

Just when you think you're hip to the hard assets scene, along comes a new revelation that opens up a whole new market.

Consider this article from The Economic Times, which covers a Minor Metal Trade Association conference in Estonia. Minor metals? Estonia? Need I say more?

HardAssetsInvestor.com Monday, 30 April 2007
 
Nusbaum: Know What You Don't Know

 It is crucial for people who are going to swim in these markets to understand what they are doing and how the commodities market operates.

 

HardAssetsInvestor.com Friday, 20 April 2007
 
Mining Goes Mainstream

We’ve written here before about how strong returns and new products like ETFs are taking the “alternative” out of “alternative assets.” I was reminded of that today by this article by Jim Jubak at MSN Moneycentral.

HardAssetsInvestor.com Tuesday, 17 April 2007
 
Base Metals Boom
No matter how you slice it, Industrial Metals have offered the highest annualized returns of any sector of the commodities market.
HardAssetsInvestor.com Wednesday, 04 April 2007
 
Focus On Supply

If you want to know where commodity supplies and prices are headed, it pays to listen to what the big mining and production companies are saying.

HardAssetsInvestor.com Wednesday, 07 February 2007
 
Meddling In Metals

 A deal is a deal. Unless, of course, you change the terms at the last minute.

HAI takes an in-depth look at the LME's intervention in the nickel markets this summer.

  • Was it fair?
  • Was it necessary?
  • Will it happen again?
HardAssetsInvestor.com Tuesday, 02 January 2007
 
Prices: Year-End Wrap

If you bought anything besides energy futures in 2006, you did very well indeed.

HardAssetsInvestor.com Tuesday, 02 January 2007
 
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