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By Brian Sylvester |
April 20, 2012
Graphite is the "Next Big Thing" for resource investors, but as in any sector, due diligence is a prerequisite for success. The graphite market specialist with Industrial Minerals in London lists which companies to watch in this emerging industry.
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By Gareth Hatch |
April 13, 2012
While graphite appears to have come out of nowhere to become the new darling of the junior-mining investment community, it is an important industrial material with a wide range of uses.
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By JT Long |
April 5, 2012
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.
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By Elliott Gue |
April 3, 2012
An improvement in the outlook for global growth has helped drive a modest uptick in global steel prices and a similarly modest rally in the prices of global steel producing stocks.
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By Richard (Rick) Mills |
February 15, 2012
Carbon is the stuff of life. It is the foundation, the chemical basis, of every living thing on Earth. Yet because of its pervasive familiarity we all take it for granted. As investors we might want to rethink that.
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By Chris Munford |
February 7, 2012
In iron ore, it’s the Pacific that counts. The steel industry, and thus iron ore activity, is now concentrated there, and is driving global demand. Rising per capita steel usage in emerging markets in the region, especially China and India, is key."
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By Sally Lowder |
January 25, 2012
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. The Zimtu Capital director explains the fundamentals of the graphite market.
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By Brian Sylvester |
January 2, 2012
The author of the Big Picture Speculator says new technologies offer the industry and investors profitable opportunities as shale gas, shale oil and enhanced oil recovery are true "game changers."
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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.
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By Zig Lambo |
October 5, 2011
North America needs to develop a domestic electrolytic manganese metal (EMM) supply, says the JF Zhang Associates' principal consultant and chief China strategist who also explains the far-reaching implications EMM supply have in the economy.
