April 27, 2011

A longer-term view of inflation: industrial metals vs. gold

I found an interesting dataset at the IMF of commodity prices going back to 1980. What makes it interesting is to look at the longer-term price trends of some of…

April 27, 2011

Commodities: No bubble here

With commodity prices up so much over the past several years, you can forgive long-term value investors for giving them a miss. Who wants to risk exposure to another asset…

April 27, 2011

Today in Commodities: Status quo from Fed

Nothing new to report from Uncle Ben and his cronies but at least there was more talk of inflation with rising commodity […]

April 20, 2011

China tries to curb over-capacity in aluminium sector

China has called on central and provincial authorities to stop approving the construction of new aluminium smelting capacity as over-capacity in the industry is expanding. Nine ministries and departments jointly…

April 18, 2011

Is commodities boom nearing its end?

The commodity bull has shown little sign of running out of steam - until now. Prices began to stumble as soon as a note from Goldman Sachs, the American banking…

April 11, 2011

Orbite identifies rare earth elements in its Grande-Valee deposit, further enhancing its offering to the aluminum and high-technology industries

Exploration Orbite (TSX VENTURE:ORT.A) is pleased to announce the presence of high-value by-products such as scandium, gallium and other important rare earth elements in its Grande-Vallée deposit, all of which…

April 11, 2011

Alcoa’s Q1: big year-over-year growth for company

Alcoa Inc. (AA) has kicked off another earnings season with its first quarter posting of 27 cents earnings per share (EPS) on […]

April 8, 2011

Vedanta announces record Q4 aluminium production

Indian-focused miner Vedanta Plc (VED.L: Quote) saw record aluminium production in its fourth quarter and a 29 percent jump in refined zinc from its Indian operations, helping it take advantage…

April 3, 2011

Forbes says aluminum will shine if copper prices continue to rise

As copper prices reach greater highs, Forbes says that manufacturers are looking at substitutes and choosing aluminum. After the financial crisis in […]

March 25, 2011

Aluminium, copper, PGMS to perform over next 3 years – RBS

In its latest Commodity Companion publication, RBS explains why it prefers aluminium, copper, platinum and palladium to bulk commodities and silver on […]