June 1, 2011

Rio Tinto and Chinalco form exploration JV

Rio Tinto and Chinalco will be positioning their drills in Mainland China, the two companies announced today, in a new exploration joint venture to operate under the name Chinalco Rio…

June 1, 2011

The world is not running out of natural resources

Let me begin by saying that I believe the premise of this question is mistaken. It is quite incorrect to think that fossil fuel resources are finite. It may be…

May 26, 2011

Commodities boom drives economic growth in several Canadian provinces

A Conference Board of Canada report says high energy and metals prices "are prompting resource companies to invest billions in iron ore projects, nickel processing and offshore oil developments" in…

May 20, 2011

The next commodities bubble is coming sooner than you think

To hear the mainstream media tell it, the commodities bubble has burst. Commodities are plunging across the board in response to the latest U.S. data, most of which seems to…

May 19, 2011

China’s interest in Latin American commodities continues

Latin America used to be known for its economic and political instability. But it fought off the global financial crisis with relative […]

May 19, 2011

Glencore IPO expected to boost appeal of Hong Kong as a mining destination

Commodities trader Glencore's bumper public offering has increased interest in Hong Kong listings from across the mining sector and will prove a welcome boost to the bourse, a senior executive…

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

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…