Iron-ore producers have canceled or suspended 22 mining projects since July as prices plunged to a five-year low, which will help to curb or even eliminate a supply surplus, according to Bloomberg Intelligence.
The founder of House Mountain Partners is not only unconcerned with graphite's price softness – he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market.
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations says the founder of House Mountain Partners.
The coal-to-gas switching that’s plaguing US coal producers hasn’t come into play in most international markets because the price of natural gas is often four to five times higher than in North America.
With so many moving variables in the rare earth space, how can investors evaluate investment opportunities? The head of research for Fundamental Research Corp. finds his top prospects by zeroing in on a specific material and tracking its growth drivers.
To paraphrase the great Steve Martin, today’s investors are very passionate people and passionate people tend to overreact at times. An overreaction is exactly what’s happened in gold and global markets in recent weeks.