May 11, 2011 SouthGobi fuel supplier claims force majeur Mongolia’s SouthGobi Resources said that its fuel supplier claimed a force majeur after Russia cut supplies to the country to a mere 10,000 tonnes. The company said its flagship coal…
May 11, 2011 More signs of a top in the rare earth stock bubble About one month ago, I wrote about the overvaluation in the rare earth stocks. Even though many disagreed with the prediction that this sector was at or near a top,…
May 11, 2011 The false myths of gold and silver bulls promulgated by gold and silver bears For those who think gold and silver bulls are perpetually long gold and silver no matter the present condition of the precious metals markets, that is a patently false notion.…
May 11, 2011 No impact from Namiba policy shift expected – Paladin Uranium miner Paladin Energy believes it will not be affected by planned changes in Namibia's policy on ownership of strategic minerals after the government said existing licenses would not be…
May 10, 2011 Commodity slide likely due to economic concerns Commodity prices took a beating today. This Bloomberg headline sums it up well: Commodities Sink Most Since 2008 as Stocks Fall. But […]
May 10, 2011 Time to buy Cameco? The headlines on Japan are still uninspiring: “Japan sinking: Coast lowered by March quake, cities face daily floods at high tide” is what the Globe and Mail is going with…
May 10, 2011 The Contango Report: silver contango balloons, sugar backwardation disappears Has oil moved into backwardation yet? What does corn’s roll yield look like? How do you know when it’s time to buy—or […]
May 10, 2011 Coal use in China shines a light on growth International coal prices hit $124 per ton last week, the highest level in five months, as strong demand from reconstruction projects in Japan and reduced supply from flood-ravaged Australia have…
May 10, 2011 Why commodities crashed If you want to see market reporting done right, I can recommend the 2,000-word Reuters special report on Thursday’s commodities crash. It doesn’t just pick a random news event or gesture…
May 10, 2011 A word on corrections Silver, in particular, has been hammered – down over 30% at one point. Now that's what I call a proper correction. Is it safe to go back into the water?…
Column: India’s sponge iron boom rides to rescue South African coal Finding bullish exporters of thermal coal has been tricky of late. February 10, 2026 | 10:59 am
