-
By Adam Hamilton |
May 14, 2012
While gold was indeed overbought last August, the resulting topping looked absolutely nothing like the previous gold-bull climax of several decades ago. And if gold’s bull isn’t over, then gold is destined to power to new all-time highs sooner or later.
-
By Anthony J. Alfidi |
March 28, 2012
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.
-
By Don Miller |
March 21, 2012
Will a near-monopoly in rare earth metals do for China what oil did for Saudi Arabia? Not if the U.S. government has anything to say about it.
-
By Leo Liu |
March 19, 2012
During the period of 2007‐2011, electricity consumption in Mongolia increased on an average 6% per year. However, the Ministry of Mineral Resource of Mongolia estimates that overall electricity demand is expected to grow at 14% in the future.
-
By Brian Sylvester |
March 19, 2012
Cleantech companies exploit connections between many sectors of the energy, infrastructure and other industrial markets which the research and consulting firm Kachan & Co. points to as an important mining investment theme for 2012
-
By Brian Sylvester |
January 13, 2012
Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and Morning Notes co-author, discuss what early-stage mines close to home could be the first to bolster supply in US.
-
By Karen Roche |
November 23, 2011
After a big spike up and an overdue correction in the gold price, the chairman and CEO of Adrian Day Asset Management, says that the king of metals is settling back into the steady rise in price that we've grown accustomed to over the past several years.
-
By Zig Lambo |
October 28, 2011
The Byron Capital Markets analyst explains how graphite and vanadium play critical roles in rapidly growing battery markets, as well as in the steel industry. Companies he discusses look poised for major supplier status.
-
By George Mack |
September 20, 2011
House Mountain Partners founder Chris Berry is making a bet on the unfamiliar element vanadium to be required in large quantities for mass storage batteries and has identified several vanadium names that could power investor portfolios.
-
By Richard (Rick) Mills |
July 11, 2011
The path Germany could be compelled to take is to import more and more electricity - either in the form of nuclear power from France and the Czech Republic, coal from Poland or natural gas from Russia.
