While many miners have capitalized on gold’s bull, as a group they’ve struggled controlling costs. And in balancing external forces they can’t control with internal forces they can, these cost challenges have limited their ability to grow margins.
With so many more junior gold stocks in existence today, the competition for capital is fierce. And the only way juniors get this capital is by successfully selling their stories, projects, and ultimately shares to investors.
As an investor, knowing REEs as "tech metals" will get you by. But if one truly wishes to be successful in leveraging the newly-illuminated bull market in these exotic commodities, a deeper understanding of REEs is imperative.
Nuclear power has been a hot topic recently. And as a result, the price action of its input commodity has been quite schizophrenic. Investors and speculators are in a state of great wonderment over what to expect from this intriguing mineral.
Considering gold's outstanding fundamentals, it's no surprise that demand has stayed strong a decade into its bull. And with demand only expected to strengthen in the years to come, a lot of weight rests on the shoulders of gold's suppliers.
The bottom line is silver stocks as a group are performing quite well amidst silver's spectacular run to historic highs. But these high-risk stocks currently aren't giving investors the positive leverage that is needed to make owning them worthwhile.
The bottom line is the world's largest oil consumer is undergoing a radical shift in long-standing supply trends. The US is seeing its first material imports decline in a quarter century. This is partly due to a once-unfathomable rise in domestic output.
As 2011 comes to a close, investors reflect on one of the most tumultuous years in market history. Though stocks were flat on the year, those who've had skin in the game probably feel like they just stepped out of a barrel that went over Niagara Falls.
It only took eleven years, but in 2011 global gold-mine production has finally returned to pre-bull levels. With 2011’s volume expected to come in at around 88 million ounces, we’ll see a new all-time production high.