Although the first wave of the latest graphite boom may be over, analysts still see a lot of momentum. Predicting which graphite play will move farther faster can often prove difficult, if not impossible, but experts in the sector are providing some suggestions.
We are currently witnessing a short term weak market in the large gold producers and precious metals as investors flock to overbought equities. The long term trend remains up in gold and silver and we may be approaching a turning point sooner rather than later.
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years? In a word – Australia. It’s the #4 exporter of LNG in the world already, and seven new plants are in various stages of planning and development.
It can be seen then that China will have to do a better job of demonstrating the validity of its export restrictions on rare earths, than it did for bauxite, fluorspar and the other minerals and materials referenced in the recent dispute.
The panel on automotive tech and grid storage made it clear that there will be no shortage of lithium to meet the world's needs, which is one reason why the Li-Ion battery market is expected to consolidate into a smaller number of manufacturers.
Gold bullion prices fell to a six-week low of $1,682 per ounce Tuesday lunchtime in London – a 1.8% drop on Friday's close – as stocks, commodities and the euro continued recent losses and uncertainty hung over recent European agreements.
Gold and silver are finding support, and toward the end of 2011 the market was also being provided with a discounted buying opportunity. Mining shares have never been so oversold in this entire decade as they were at the end of 2011.
Not long after the New Year dawned, Gold Stock Trades Editor Jeb Handwerger noted certain rare earths emerging from their 2011 slumber to produce impressive gains. It's not yet March, but the good news keeps coming.