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…

May 13, 2011

Paladin enjoys record revenues, sees no impact from Fukushima

In results released on Friday, Australia’s Paladin Energy showed a 47% increase in production from its Namibian and Malawian operations and record revenues of $208.7m on the back of a…

May 13, 2011

Uranium Energy Corp to acquire a large uranium project in Paraguay

Uranium Energy Corp (NYSE-AMEX: UEC) is pleased to announce that, effective May 11, 2011, the Company has entered into a Share Exchange Agreement with a Nevada company hereby the Company…

May 12, 2011

Uranium Resources puts production on hold

Uranium Resources does not expect to return to production in Texas in 2011 given current uranium pricing, unfavourable sales contracts and less than lucrative resources that are available. Uranium Resources…

May 12, 2011

Uranium One breezes through Fukushima crisis

Toronto- and Johannesburg-listed Uranium One, which boasts the lowest production costs in its industry, has reported record quarterly revenue, of USD 101.9m, for first-quarter 2011, based on sales of 1.7m…

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

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…