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 25, 2011

Reuters: China interested in building nuclear plant in East Africa

Reuters reports: China wants to help build nuclear power generation in East Africa, uranium mining and investment company IBI Corp said in a statement after meeting Chinese officials in Beijing,…

May 25, 2011

Uranium predicted to recover, yet short sellers remain active

Data Explorers reports the prediction of recovery of the uranium sector. The market news is quoted as saying: The Fukushima disaster caused the largest fall in the price of uranium…

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

China’s Stocks Decline on Rate Concern, Higher Energy Costs

May 19 (Bloomberg) -- China’s stocks fell for the first time in three days, led by property developers and power producers, on concern the central bank will boost borrowing costs…

May 18, 2011

Hathor Exploration doubles Roughrider uranium deposit

Hathor Exploration has released a new resource estimate that effectively doubles its uranium deposit in Saskatchewan's Athabasca Basin. The company said Tuesday it has identified over 30 million pounds of…

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…