The Mining Report

Investors rely on Streetwise Reports to share promising investment ideas in a changing world. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that will help you capitalize on these developing trends. This valuable insight is integrated with in-depth company information, summaries from the latest research and news that will help you make smart investment decisions.

Survival guide for the mother of all bear markets from veteran bottomfisher John Kaiser

In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply.

Ryan Castilloux's State of the REE Market Address

In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies.

How to make money in renewable energy: NBF's Rupert Merer

Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth.

Disruptive stock watcher Chris Berry cautions investors about the real potential of deflation

In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets.

Where will the graphite, lithium and cobalt for the battery revolution come from?: Simon Moores

Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars.

Why Goldman Sachs is wrong about commodity prices: Philip Richards

In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments.

When junior markets turn most negative in 35 years, guess where financier Carlo Civelli puts his money?

In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.

Gareth Hatch: New REE export rules inside China level the international playing field

The era of rare earth elements export quotas and tariffs in China will soon be over and that could ultimately mean a new era of higher prices for REEs inside China, says Gareth Hatch, founding principal of Technology Metals Research and president of Innovation Metals Corp.

Where is the smart money going in mining? Lawrence Roulston's answer may surprise you

Forget all the doom and gloom you hear about junior miners, says Lawrence Roulston, president of Quintana Resources Capital ULC.

Jeb Handwerger: a surge in M&As proves that gold is back

In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015.

Hedge against short-term cycles with lithium: Daniela Desormeaux

In this interview with The Mining Report, Desormeaux notes that lithium is less dependent on short-term economic cycles than commodities like oil and copper, and says demand for lithium will grow faster than the global economy.

Stefan Ioannou: Bottom-fishing opportunities in base metals, especially zinc

That reaction to the copper price drop was probably overdone in terms of the response of the equities and their valuations.

Why companies with female board members outperform those without: Amanda van Dyke

Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies.

Which commodity horses will be up and which down on Joe Reagor's merry-go-round?

Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall.

Charting Uranium's gain, Brent Cook looks for sweet spots in the Athabasca Basin

As nuclear plant restarts take effect in Japan, both market sentiment and fundamentals are seeing positive boosts.

Are you ready for the January effect?

As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect.

Chris Berry identifies commodity companies with the disruptive advantage

Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report.

Be bold and seek the sizzle, says VSA Capital's Paul Renken

He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story.

Rob Chang spins yellowcake into gold and gold into green

The long winter of falling uranium prices is about to give way to a Japanese spring.

Credit Suisse analyst Michael Slifirski: new non-Chinese graphite and vanadium supply could create new demand

More may really be better for end users and mining companies when it comes to graphite.

Jack Lifton: Innovation is the key to rare earth independence

Centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex.

Colin Healey: suppressed uranium price shouldn't keep hedged producers and promising explorers down

Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities.

Why Matt Badiali says Hillary Clinton could be remembered as one of the best Presidents ever

Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are.

Stefan Ioannou: copper, nickel and zinc won't be cheap for long

The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last.

John Kaiser's tips for escaping the resource sector swamp alive

What if the goldbugs are wrong and fiat currency isn't going to throw the world into hyperinflation?