May 16, 2011 Red flags everywhere Red flags are flying everywhere as we travel farther into the “sell in May and go away” period of the year.” We remain in a defensive posture and continue to…
May 16, 2011 Fearful of slumping copper, Taseko hedges Taseko Mines Ltd. (TGB) has bought put options to hedge its 2011 copper production, signalling that miners, too, are worried about commodity […]
May 16, 2011 What’s driving the divergence of commodity prices As the chart below demonstrates commodity prices are driven by different factors. The precious metals prices have been the hyperbolic driver of headline commodities news relative to the broader based…
May 16, 2011 John Kaiser: alternative energy fuels mining boom Advances in energy and agriculture are creating demand for previously ignored metals such as scandium, tellurium and indium. In this exclusive interview with The Energy Report, Mining Analyst John Kaiser,…
May 16, 2011 Gold options: going to the well again There are two markets where supply and demand fundamentals have gone out the window and where the value of the dollar and […]
May 16, 2011 Without QE3, commodities may suffer While China continues to make asset driven economic decisions and now looks like a traction control experiment where the economy is like a car that is driving on ice that…
May 16, 2011 Chart of the day: commodity flows QE, of course, only happens when interest rates hit the zero bound, so it’s impossible to disentangle the effects of QE from the effects of G3 interest rates all coming…
May 16, 2011 Entree Gold loses $5.3 million in Q1 Entree Gold said a $5.3 million net loss in the first quarter of 2011 was due to increased exploration activities at its Yerington copper porphyry projects in Nevada. "We are…
May 16, 2011 Quadra FNX and Sumitomo form US$724 million joint venture to develop Sierra Gorda copper-molybdenum project in Chile Quadra FNX Mining announced on Sunday a US$724 million joint venture with Sumitomo Corporation to develop the Sierra Gorda copper-molybdenum project in Chile. The total cost of the mine is…
May 16, 2011 Metals Economics Group Strategic Report: Base metals and gold 2010 acquisitions spending totals $50.7 billion The 2010 dollar volume of large ($25 million minimum) acquisitions totaled $50.7 billion—the third-highest annual total in 10 years—a whopping increase of 260% over 2009’s $14 billion, and 23% over…
Chinese copper smelter, Antofagasta agree to record low fees Tough negotiations reflected a market facing abundant refining capacity but tight global ore supplies. December 22, 2025 | 12:20 pm