The Mining Report

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...with even more coverage of emerging trends in the energy, metals and minerals investing space.

Interviews

Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report��(1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names. More >

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report��(1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital�as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >

Charting Uranium's Gain, Brent Cook Looks for Sweet Spots in the Athabasca Basin
Source: JT Long of The Mining Report��(1/13/15)
As nuclear plant restarts take effect in Japan, both market sentiment and fundamentals are seeing positive boosts. Here to discuss the sea change is expert geologist and astute investor Brent Cook, author of Exploration Insights. In this interview with The Mining Report, Cook explains the forces behind uranium's recent price uptick, and describes what kinds of uranium mining projects are worth an investment in this market. More >

Are You Ready for the January Effect?
Source: JT Long of The Mining Report��(1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >

Chris Berry Identifies Commodity Companies with the Disruptive Advantage
Source: JT Long of The Mining Report��(12/30/14)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite�even uranium�spaces in this interview with The Mining Report. More >

8 Billion Reasons to Invest in Potash: Paradigm's Spencer Churchill
Source: JT Long of The Energy Report��(12/23/14)
Potash producers have 8 billion reasons why demand for the minerals that increase food production will grow in the coming decades. Plus, a sinkhole emerging under a Russian mine is raising questions about the ability to produce enough fertilizer to feed what is projected to be an even larger and more demanding global population. The right companies could reap the benefits of exposure to the agricultural market. In this interview with The Mining Report, Paradigm Capital Analyst Spencer Churchill shares some of his favorites and talks about a unique streaming model that benefits from immediate upside. More >

Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken
Source: Brian Sylvester of The Mining Report��(12/16/14)
It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital. He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story. But Renken remains selective and likes to see a significant discovery or acquisition that provides a clear path to investor returns. In this interview with The Mining Report, he recommends a veritable laundry list of companies in numerous commodities operating around the world. More >

Rob Chang Spins Yellowcake into Gold and Gold into Green
Source: Peter Byrne of The Mining Report��(12/9/14)
The long winter of falling uranium prices is about to give way to a Japanese spring. In an interview with The Mining Report, Cantor Fitzgerald's Rob Chang discusses the return of the small producers as an increasingly hungry market looks to eat up all of the available uranium. Plus, Chang likes gold and enlightens us on how gold miners are shaking profits out of slag. More >

Robert Baylis: A Taste for Tungsten�Finding the Sweet Spot for Investors
Source: Brian Sylvester of The Gold Report��(12/8/14)
Finding the right combination of factors for an investable tungsten operation is no easy matter, says Robert Baylis, managing director of London-based Roskill. Much of the tungsten space is held privately, but some publicly traded equities offer leverage to future demand growth. In this interview with The Gold Report, Baylis says investor success in this space depends on finding that sweet spot where low capital and operating costs act as the honey needed to lure end users into offtake agreements or outright takeovers. More >

Reactors Restart Uranium Mines: Thomas Drolet
Source: Peter Byrne of The Mining Report��(12/2/14)
Thomas Drolet has decades of experience in capitalizing on the movement of international energy markets. The chief of Drolet & Associates Energy Services is not sanguine about the long-term potential of fracking, but in this interview with The Mining Report, he tells us why now is a great time to reinvest in the uranium space. More >

Harry Dent's Simple Strategy for Surviving Withdrawals from 'Markets on Crack'
Source: JT Long of The Gold Report��(11/26/14)
An aging world is a deflationary one, according to "The Demographic Cliff" author Harry Dent. In this interview with The Gold Report, he predicts a major, painful crash in the next two years based on population statistics and historic patterns. He has some positive short-term predictions for gold, and investment suggestions for how to be one of the ones still standing after the dust settles. More >

So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports��(11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good�for contrarian investors�others will be all too happy to see the year in the rearview mirror. More >

Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report��(11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm. More >

Marin Katusa: Winter is Coming�How Investors Can Win in the 'Colder War'
Source: JT Long of The Energy Report��(11/20/14)
Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book �The Colder War,� and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape. More >

Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report��(11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. More >

Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report��(11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market. More >

Rocks to Riches with Thomas Schuster
Source: Peter Byrne of The Gold Report��(11/12/14)
The key to finding gold is understanding the rocks. Thomas Schuster is a geologist and mining analyst with a deep understanding of where the gold hides. In this interview with The Gold Report, he talks about a number of gold explorers whose rocks are starting to shine. And gold is ready to come back strong, he says, as global reserves melt away. More >

Jack Lifton Says Innovation Is the Key to REE Independence
Source: JT Long of The Mining Report��(11/11/14)
China's geology, cost structure and disregard for environmental degradation have led to rare earth world domination. But the landscape is changing. In this interview with The Mining Report, industry expert Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex. More >

Frank Holmes Talks No-Drama Investment Strategy
Source: JT Long of The Gold Report��(11/10/14)
Frank Holmes' advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shares some strategies that help him "sit back and stay balanced," namely by diversifying and following the money. Find out about the indicators Holmes watches to read the market's pulse, and why a +/- 35% move for gold doesn't keep him awake at night. Holmes also profiles his favorite mining stocks, including one that generates what could be the highest per-employee revenue in the world. More >

Colin Healey: Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down
Source: Brian Sylvester of The Mining Report��(11/4/14)
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond. More >

Top

Companies

Alkane Resources Ltd. (ANLKY:OTCQX; ALK:ASX) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...

Alpha Exploration Inc. (AEX:TSX.V) Alpha Exploration Inc. is a junior mineral exploration and development company with strategically located uranium and gold properties in North America. Alpha Exploration was incorporated in October 20 ...

AMG Advanced Metallurgical Group N.V. (AMVMF:OTC) ...

Anfield Resources Inc. (ARY:TSX.V; ANLDF:OTCQB; 0AD:FSE) Anﬁeld Resources Inc. is a mineral development company that aims to identify and acquire a balanced portfolio of assets, including both strategic resource projects that have the potential to ge ...

Arianne Phosphate Inc. (DAN:TSX.V; DRRSF:OTCBB; JE9N:FSE) Founded in 1997 under the name Arianne Resources Inc. and listed on the Toronto Stock Exchange in 2003, Arianne Phosphate Inc. is a Canadian mineral exploration company now focused on developing its L ...

Azincourt Uranium Inc. (AAZ:TSX.V) Azincourt Uranium Inc. is an exploration company focused on Canada's Athabasca Basin, the world's leading source of high-grade uranium. The company's management team has a strong track record of succe ...

Balmoral Resources Ltd. (BAR:TSX; BAMLF:OTCQX) Balmoral Resources Ltd. is a Vancouver-based precious metal exploration and development company focused on the delineation of both high-grade gold and nickel-copper-PGE discoveries on its wholly owned ...

Callinex Mines Inc. (CNX:TSX.V; CLLXF:OTCQX) Callinex Mines Inc. is a Canadian exploration company focused on discovering the next polymetallic volcanogenic massive sulfide (VMS) mine within Manitoba's prolific Flin Flon mining district. The com ...

Carbine Tungsten Ltd. (CNQ:ASX) Carbine Tungsten Ltd. has become a tungsten concentrate producer from its flagship project, the Mt. Carbine tungsten mine, in Far North Queensland. Historically, Mt. Carbine produced 40% of Australia' ...

Century Aluminum Co. (CENX:NASDAQ) ...

Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on developing its Blue River tantalum and niobium deposit (British Columbia) and its Ashram rare earth elemen ...

CopperBank Resources Corp. (CBK:CSE) CopperBank Resources Corp. is a public company that has been created to consolidate prospective copper assets in low-risk jurisdictions. The company holds both the Contact project in Nevada and the P ...

DNI Metals Inc. (DNI:TSX.V; DG7:FSE) "DNI Metals Inc. holds six contiguous mineral properties in northeast Alberta, comprising a 2,720 sq-km land position over black shales locally enriched in base metals, uranium, lithium, specialty met ...

Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and mine development company based in Toronto, Canada, that is developing its 100%-owned, flagship Molo graphite project in southern Madagascar. Molo ...

Energy Fuels Inc. (EFR:TSX; EFRFF:OTCQX; UUUU:NYSE.MKT) Energy Fuels Inc. is the largest conventional producer of uranium in the United States. The company owns the only conventional uranium mill in the U.S., the White Mesa mill in Utah. Energy Fuels als ...

Excellon Resources Inc. (EXN:TSX; EXLLF:OTCPK) Excellon Resources Inc.'s 100%-owned La Platosa mine in Durango is Mexico's highest-grade silver mine, with lead and zinc byproducts making it one of the lowest cash cost mines in the country. The com ...

Excelsior Mining Corp. (MIN:TSX.V) Excelsior Mining Corp. is developing the world�s largest low-cost in-situ copper project within the copper porphyry belt of Arizona. Based on an initial production rate of 110Mlb/year and a US$2.75/lb ...

Exeter Resource Corp. (XRA:NYSE.MKT; XRC:TSX; EXB:FSE) Exeter Resource Corp.'s flagship Caspiche project is well located in Chile's Maricunga district, which has good infrastructure and is in close proximity to other large scale mining operations and proj ...

Fission 3.0 Corp. (FUU:TSX-V) ...

Fission Uranium Corp. (FCU:TSX) Fission Uranium Corp. is a Canada-based uranium exploration company with a major discovery in the Athabasca Basin, home to the world's richest uranium deposits. Headed up by CEO Dev Randhawa, the comp ...

Focus Graphite Inc. (FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...

Focus Ventures Ltd. (FCV:TSX.V) Focus Ventures Ltd. acquires and develops quality phosphate projects in Latin America, where the discovery and development of new deposits is becoming increasingly important given the growing demand a ...

Forum Uranium Corp. (FDC:TSX.V) Forum Uranium Corp. is a Canada-based energy company with a focus on the acquisition, exploration and development of Canadian uranium projects in the Athabasca Basin, Saskatchewan, and the Thelon Basi ...

Franco-Nevada Corp. (FNV:TSX; FNV:NYSE) Franco-Nevada Corporation is a resource royalty and investment company owning a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests. The portf ...

Grafoid Inc. () Grafoid Inc. is a privately held graphene research, development and investment company partnered with Focus Graphite Inc., owner of the high-grade Lac Knife technology graphite deposit in Quebec. Graf ...

Great Quest Metals Ltd. (GQ:TSX.V) Great Quest Metals Ltd. is a Canadian mineral exploration company focused on advancing the Tilemsi phosphate project in Mali, West Africa. Encompassing 1,206 sq km, this deposit boasts a large tonnage ...

Highpower International Inc. (HPJ:NASDAQ) ...

IC Potash Corp. (ICP:TSX; ICPTF:OTCQX) IC Potash Corp. has demonstrated a low-cost method for producing potassium sulfate, also known as sulphate of potash or SOP, from its 100%-owned Ochoa polyhalite deposit in southeastern New Mexico. SO ...

Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a growing strategic mineral company with projects in Brazil and Canada. The immediate goal of the company is to to ramp up production at its Vanadio de Marac�s Menchen mine. La ...

MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on district-scale projects located within the Mexican Silver Belt. Its mission is to become one of the premier companies in the silver mining industry. MAG is conducting on ...

Mamba Minerals Ltd. (MAB:ASX) ...

Mandalay Resources Corp. (MND:TSX) Mandalay Resources Corp. is a Canadian-based natural resource company with producing assets in Australia and producing and exploration projects in Chile. The company is focused on executing a roll-up ...

Mason Graphite Inc. (LLG:TSX.V; MGPHF:OTCQX) Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Gu�ret graphite project, located in northeastern Qu�bec. The graphite grade on this pr ...

Medallion Resources Ltd. (MDL:TSX.V; MLLOF:OTCQX; MRD:FSE) Medallion Resources Ltd. is rethinking rare earths. Headed by Dr. Bill Bird and supported by an experienced technical team, the company is well positioned to identify and exploit the world's most prom ...

Midland Exploration Inc. (MD:TSX.V) Midland Exploration is a dynamic and aggressive mineral exploration company focused on gold, base metals and REE mine discoveries in one of Canada's richest mining provinces, Quebec. The company is le ...

Mkango Resources Ltd. (MKA:TSX.V) Mkango Resources Ltd. is a mineral exploration and development company with a mission to maximize shareholder value while spearheading the development of mining in Malawi and implementing meaningful a ...

Namibia Rare Earths Inc. (NRE:TSX, NMREF:OTCQX) Namibia Rare Earths Inc. is a Canadian public company focused on the accelerated development of its 100%-held Lofdal rare earth project in Namibia. Lofdal is an early-stage, district-scale exploration ...

Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX) Nemaska Lithium Inc. is a development company with a high-grade lithium asset and patent-pending processes to produce high purity lithium hydroxide and lithium carbonate using electrolysis technology. ...

North American Nickel Inc. (NAN:TSX.V) North American Nickel Inc. is a mineral exploration company with 100%-owned properties in Maniitsoq, Greenland; Sudbury, Ontario; and the Thompson Nickel Belt in Manitoba. The Maniitsoq property in Gr ...

Northern Minerals Ltd. (NTU:ASX) Northern Minerals Ltd. is poised to become the world's next producer of dysprosium at its Browns Range HREE project in northern Australia. Following a milestone year, the company is significantly adva ...

Orvana Minerals Corp. (ORV:TSX) Orvana Minerals is a proven gold producer with significant growth opportunities and a strong balance sheet. The company owns and operates the Don Mario Mine in eastern Bolivia and is developing two ot ...

Pasinex Resources Ltd. (PSE:CNX) Pasinex Resources Ltd. is a base and precious metals company with a particular focus on exploration in Turkey. Pasinex has a joint venture with Turkish mining company Akmetal AS to explore for zinc an ...

PolyMet Mining Corp. (POM:TSX; PLM:NYSE.MKT) PolyMet Mining Corp. is a publicly traded company exclusively focused on developing the NorthMet copper-nickel-precious metals project, through its wholly owned subsidiary, PolyMet Mining Inc. The Nor ...

Polypore International Inc. (PPO:NYSE) ...

Prima Diamond Corp. (PMD:TSX.V) Prima Diamond is focused on diamond exploration in the Slave Craton, Northwest Territories, Canada, which is host to the Daivik, Ekati, and Snap Lake diamond mines. The Prima diamond properties are si ...

Roughrider Exploration Ltd. (REL:TSX.V) Roughrider Exploration Ltd. is a Vancouver-based company engaged in uranium exploration in Saskatchewan. The company currently has an option agreement with Kivalliq Energy Corp. for its Genesis projec ...

Sierra Metals Inc. (SMT:TSX) Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru, and its Bolivar mine and Cusi mine in Mexico. In addition, Sierra Metals is explor ...

Soltoro Ltd. (SOL:TSX.V) Soltoro Ltd. is defining further resources on its El Rayo and Tecolote properties in Mexico. These projects make up the eastern portion of the Guachinango district and Cayden Resources Inc.'s El Barqu ...

Syrah Resources Ltd. (SYR:ASX) Syrah Resources Ltd. is an Australian resource company that is rapidly progressing its flagship Balama graphite and vanadium project in northern Mozambique, which hosts one of the world's largest reso ...

Thor Mining Plc (THR:LSE; THR:ASX) ...

Trevali Mining Corp. (TV:TSX; TREVF:OTCQX; TV:BVL) Trevali Mining Corp. is a zinc-focused base metals development company. In Canada, it owns the Halfmile zinc-lead-silver mine, the Caribou mine and mill, and the Stratmat polymetallic deposit, all loc ...

Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near-term production potential. With multiple projects across North America, Ucore's prim ...

UEX Corp. (UEX:TSX) UEX Corporation has the largest known resources of uranium held by any junior exploration company operating in the Athabasca Basin, a politically stable, mining-friendly jurisdiction that contains the ...

Ur-Energy Inc. (URE:TSX; URG:NYSE.MKT) Ur-Energy Inc. is a junior mining company engaged in the identification, acquisition, exploration, development and operation of uranium projects in the United States and Canada. The company operates ...

Uranerz Energy Corp. (URZ:TSX; URZ:NYSE.MKT) Uranerz Energy Corporation is a U.S.-based uranium company focusing on near-term, commercial in-situ recovery (ISR) production in Wyoming�the country's largest uranium-producing state. Its management ...

Virginia Mines Inc. (VGQ:TSX) Virginia Mines Inc. is a mining exploration company with a royalty of 2.2% on the world-class Eleonore gold deposit, which is in a new district that is now considered a new mining camp. Virginia works ...

Top

News

Despite Lifting Rare Earths Export Quotas, China Could Still Manipulate Market "The rare earths industry was in a state of consolidation after a Chinese export clampdown prompted a rapid spike in prices in 2010/11." - Henry Lazenby, Mining Weekly (1/9/15) More >

Lithium in 2015: Positioning for the Inflection Point "With an overall growth rate of demand of 8% for lithium, even if demand falters somewhat and averages 6%, this is still double global GDP growth rate estimates, offering a buffer against economic headwinds." - Chris Berry, Disruptive Discoveries Journal (1/5/15) More >

Can Coal Endure Competition, Anti-Carbon Lobby? "The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already." - Zacks Equity Research (11/17/14) More >

To Buy or to Break Up? Dueling Themes Emerge in Mining Sector Downturn "Analysts recommend different tonics to ailing miners amid the mining sector downturn." - Kip Keen, Mineweb (10/30/14) More >

Why One Firm Would Buy Over Half the LME's Copper Stocks "LME stocks are used as an emergency source of supply, and having a monopoly over them could allow one to charge higher prices." - Teresa Matich, Resource Investing News (10/27/14) More >

A Year of Hard-Wrought Lessons for Platinum "Mechanization is becoming more viable; we're going to see a more skilled workforce..." - Duduzile Ramela, Moneyweb (10/20/14) More >

Will Russia and South Africa Become the OPEC of Platinum? "Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices." - Teresa Matich, Resource Investing News (10/12/14) More >

The History of Metals "The development of civilization has relied heavily on the discovery of metals." - Visual Capitalist (10/8/14) More >

Deutsche Bank Favors Base Metals over Precious Metals "Base metals are preferred over bulks and precious metals, said Deutsche Bank analysts in a recently published third-quarter preview." - Dorothy Kosich, Mineweb (10/6/14) More >

Nickel Pulls Back, But Still Looks Strong Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015. - Dorothy Kosich, Mineweb (9/30/14) More >

Rick Rule: Seeing a Bullish Transition in Junior Gold Miners "The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation�which is a very, very bullish sign." - Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14) More >

Commodities Capitulation�A Blip or the Start of Something More? "By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling�hard. ." - Chris Berry, Disruptive Discoveries Journal (9/22/14) More >

Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime "The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector." - Lawrence Williams, Mineweb (9/1/14) More >

CEOs in Mining The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. - Visual Capitalist (8/20/14) More >

Minerals Versus Marijuana "Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." - Douglas French, The Daily Reckoning (8/19/14) More >

Like Gold, Base Metal Stocks Offer Huge Investment Opportunities "Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." - Lawrence Williams, Mineweb (8/1/14) More >

What Do Droughts Mean for Potash Investors? "Droughts, while not so good for farmers, are good for fertilizer prices." - Vivien Diniz, Resource Investing News (7/24/14) More >

Multibillion-Dollar Takeover Reflects Lithium Market Potential "The market for lithium, which is also used in batteries for laptop computers, may double in a decade, with demand growing at 7�10% annually." - Bloomberg (7/15/14) More >

2014 Commodities Halftime Report "After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." - Frank Holmes, U.S. Global Investors (7/14/14) More >

Palladium Price Soars to 13-Year High "Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium." - Kip Keen, Mineweb (7/7/14) More >

Canada Could Become REE Powerhouse. . .with Some Help The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. - Dorothy Kosich, Mineweb (6/30/14) More >

Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double "For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting." - Peter Krauth, Money Morning (6/23/14) More >

This Metal Problem Could Ignite China's Smoldering Crisis "Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." - Peter Krauth, Money Morning (6/16/14) More >

Tesla's Gigafactory: The Critical Minerals Impact "At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." - Simon Moores, Industrial Metals (6/6/14) More >

The Lower the Uranium Price, the Higher the Rebound "Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound." - Jeb Handwerger, GoldStockTrades (5/27/14) More >

North American REE Exploration & Development "Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." - Derek Hamill, Zimtu Capital Corp. (5/19/14) More >

New, More Transparent, Contracts to End Africa's Resource Curse? "African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." - Anthony Harrington (QFinance), EconomyWatch (4/28/14) More >

These Alternative Energy Stocks Will Soar on China's Rare Metal War "In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." - Money Morning (4/25/14) More >

Sanctions for Russia? Here Are the Real Winners "Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." - Byron King, Daily Resource Hunter (4/16/14) More >

Manganese Miners and Indonesia's Export Ban "Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." - Teresa Matich, Resource Investing News (4/10/14) More >

What to Buy for Putin's New War: Nickel Could Surge "If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days." - Christian DeHaemer, Energy & Capital (3/20/14) More >

Making Green from Gold, Palladium and Pollution Concerns "It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher." - Frank Holmes, U.S. Global Investors (3/10/14) More >

Uranium Hot Spots: Mauritania, Gabon and Zambia "These countries have potential that has attracted many companies, from juniors to established multinationals." - Uranium Investing News (3/4/14) More >

Size Does Matter in Rare Earth Mining: Christopher Ecclestone "It looks like market watchers have started to get a handle on what makes a good rare earth company." - Vivien Diniz, Resource Investing News (2/24/14) More >

This "Workhorse" Metal Is Ready for a Breakout "Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." - Peter Krauth, Money Morning (2/18/14) More >

Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets "The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." - Vivien Diniz, Copper Investing News (1/30/14) More >

The Rare Earth Commodities that Just Won't Go Away "The Chinese still hold the trump card when to comes to rare earth production�they still produce over 95% of the world's supply." - Byron King, The Daily Reckoning (1/23/14) More >

Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel "Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners." - Brent Cook, Exploration Insights (1/13/14) More >

Uranium Bull Market to Gather Steam over Next 18 Months: Scotiabank "Scotiabank analysts make noise on the uranium drum, drawing a what-if supply/price picture if Japan restarts reactors." - Kip Keen, Mineweb (1/13/14) More >

Bullish or Bearish: Mining Sector Prospects for 2014 "The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals." - PinnacleDigest (1/5/14) More >

The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal "Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." - Peter Krauth, Money Morning (12/24/13) More >

Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report "Society will need to pay more attention to the acquisition and maintenance of metals than has been the case in the past, a new study by Yale University suggests." - Dorothy Kosich, Mineweb (12/9/13) More >

Platinum and Copper Are the Metals of the Future: Robert Friedland Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo. - Lawrence Williams, Mineweb (12/2/13) More >

Uranium: The Metal of Tomorrow Nuclear power is a clean energy source that will be used well into the future to help meet the world�s growing energy requirements. In this infographic, Visual Capitalist highlights uranium�s history, properties and fundamentals moving forward. - Visual Capitalist (11/19/13) More >

Investing in Platinum: Demand to Hit Record High in 2013 "In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces�the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012." - Tony Daltorio, Money Morning (11/18/13) More >

What Global Copper Reserve Estimates Don't Reveal "World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num�ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." - Richard Mills, Ahead of the Herd (11/11/13) More >

Carbon Is the Problem: Is Graphene the Solution? "The search is on to find a better material than silicon�one that is much more energy-efficient and less likely to produce waste heat." - Christine Hertzog, The Energy Collective (10/31/13) More >

Does Thorium Deserve a Role in Next-Generation Nuclear Energy? "The world is still using the raw materials and components with one of the basic designs that built the first commercial nuclear power reactor more than a half-century ago." - Jim Pierobon, The Energy Collective (10/30/13) More >

When Nuclear Energy Lights Every Home on Earth "Sooner than you think, biology will be reprogrammed to 'grow' new energy." - Josh Grasmick, Daily Reckoning (10/28/13) More >

Emerging Technologies Could Transform Nuclear Power and Wind Energy "Molten salt reactors could eliminate the problem of nuclear waste, and arranging vertical-axis wind turbines like 'a school of fish' could make wind farms more efficient, with a smaller land footprint." - Marty Biancuzzo, Tech & Innovation Daily (10/17/13) More >

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Expert Quotes

POM Has Compelling Narrative The Gold Report Interview with Heiko Ihle -"POM has a very viable project in northern Minnesota." (1/26/15)

FCU: Positive Winter Exploration Start David Talbot, Dundee Capital Markets -"We recommend FCU as our top pick." (1/26/15)

BAR: Grasset in the Spotlight Eric Lemieux, PearTree Securities Inc. -"A busy winter season by BAR could lead to mineral deposit delineation." (1/26/15)

MD: Detour Trend in the Spotlight Eric Lemieux, PearTree Securities Inc. -"MD has secured partners to complete over 9,200m of diamond drill programs." (1/26/15)

TV Turns Up the Volume Joseph Gallucci, Dundee Capital Markets -"TV's 2014 production performance at Santander is one of the best start-up years we have seen." (1/22/15)

TV: Santander Approaches Steady State Derek Macpherson, M Partners -"TV's Q4/14 production results were well ahead of our estimates." (1/22/15)

TV's Santander Mine Delivers Strong Inaugural Year Stefan Ioannou, Haywood Securities -"Production continues to progress well at TV's Santander mine in Peru." (1/22/15)

TV's Q4/14 Production Completes Strong First Year at Santander Mark Turner, Scotia Capital -"TV's Santander mill operated above its 2,000-tpd design capacity in Q4/14." (1/22/15)

TV Gains Momentum at Santander Ian Parkinson, GMP Securities -"Full year production exceeded TV's increased 2014 guidance." (1/22/15)

FCU: Maiden Resource Comes In Above Expectations The Energy Report Interview with Nick Hodge -"FCU's PLS project is the best unmined deposit of uranium in the world." (1/21/15)

TV: Outperform Reiterated Alex Terentiew, Raymond James -"TV met our expectations with its Q4/14 operating results." (1/21/15)

POM Expects EIS in Spring The Mining Report Interview with Joe Reagor -"POM's NorthMet is my favorite polymetallic project." (1/20/15)

EFR Acquisition a Good Move The Mining Report Interview with Joe Reagor -"EFR's acquisition of Uranerz provides an in-situ recovery, low-cost production option." (1/20/15)

TV Announces More Positive Drill Results from Stratmat Derek Macpherson, M Partners -"TV's Stratmat drill results continue to expand the S-5 Lens zone." (1/20/15)

MIN Plans In-Situ Mining The Gold Report Interview with Eric Coffin -"MIN's Gunnison project has extremely good logistics." (1/19/15)

URZ Offers Leveraged Play The Mining Report Interview with Brent Cook -"URZ is a leveraged play on the uranium price." (1/13/15)

FCU's Resource Estimate Next Catalyst The Mining Report Interview with Brent Cook -"FCU has the best new discovery we've seen in the Athabasca Basin in quite a long time." (1/13/15)

FCU Delivers Maiden Resource Mick Carew, Haywood Securities -"FCU's maiden resource estimate at PLS exceeded Street expectations." (1/13/15)

TV Remains Our Favorite Base-Metal Company Derek Macpherson, M Partners -"We increased our price target for TV." (1/13/15)

MND Cost Guidance May Be Conservative Mike Parkin, Desjardins Securities -"We met with MND's CEO and came away with higher conviction in our Top Pick rating." (1/13/15)

FCU Releases Maiden Resource Heiko Ihle, H.C. Wainwright & Co. -"FCU's PLS is the Athabasca's largest, undeveloped uranium resource." (1/13/15)

FCU: Huge Find at PLS David Talbot, Dundee Capital Markets -"FCU's remarkable resource estimate for the PLS' Triple R deposit confirms its Top Pick status." (1/12/15)

MND: Cerro Bayo Delivers Benjamin Asuncion, Haywood Securities -"MND had a strong finish to 2014, with record production." (1/12/15)

FCU: Maiden Resource Surprises on the Upside Ron Stewart, Macquarie Capital Markets -"FCU's growth potential remains impressive." (1/12/15)

FCU: Strongly Recommended Buy David Sadowski, Raymond James -"FCU's 105 Mlb maiden resource estimate for PLS is a game changer." (1/12/15)

UEX to Launch Drill Program David Sadowski, Raymond James -"We have upgraded UEX to Outperform." (1/9/15)

FCU Hits Big at PLS Rob Chang, Cantor Fitzgerald -"The maiden resource estimate at FCU's PLS was substantially higher than our estimates." (1/9/15)

MND Remains Our Top Pick Mike Parkin, Desjardins Securities -"Investors should buy MND before it rerates to trade more in line with its peer group." (1/7/15)

AR Had a Stellar 2014 Andrew Kaip, BMO Capital Markets -"AR's Q4/14 and full year production numbers came in well above our estimates." (1/7/15)

NAN Discovery Stands Out The Mining Report Interview with Rick Mills -"Today, nickel sulfide discoveries are as rare as chicken teeth, but NAN has found an incredible amount of smoke in Greenland and should find fire soon." (1/6/15)

EFR and Uranerz Announce Merger Joe Reagor, ROTH Capital Partners -"We believe the combined entities of EFR and Uranerz could have significant synergies." (1/6/15)

BAR Intersects More High-Grade Mineralization at Grasset Thibaut Lepouttre, Caesars Report -"BAR's latest batch of drill results confirms the depth of the Horizon 3 sulphide zone." (1/6/15)

EFR to Purchase Uranerz Energy Jeff Wright, H.C. Wainwright & Co. -"EFR's proposed acquisition of Uranerz should be accretive for shareholders of both companies." (1/5/15)

TV: Top Pick Joseph Gallucci, Dundee Capital Markets -"TV is is our top pick in the junior mining space." (1/5/15)

FCU: Positioned to Rebound David Talbot, Dundee Capital Markets -"FCU is our top pick in the uranium space." (1/5/15)

MND: Q3/14 Reaches All-Time Quarterly Records Ron Struthers, Struthers Resource Stock Report -"MND has excellent low-cost production and growth potential." (1/5/15)

POM: Potential to Reach the Finish Line Joe Reagor, ROTH Capital Partners -"POM is our top base metal pick for 2015." (1/5/15)

EFR Announces Merger David Talbot, Dundee Capital Markets -"We reiterate our Buy recommendation for EFR." (1/5/15)

FCU: Patterson Lake South Dominates Brent Cook, Exploration Insights -"FCU's Patterson Lake South discovery is the most significant new deposit in many years." (1/4/15)

FMS: Optimal Junior Mining Opportunity The Mining Report Interview with Chris Berry -"The optimal junior mining graphite opportunities going forward will be those that have worked to establish their own supply chains, such as FMS." (12/30/14)

CCE: Optionality Inherent in Business Model The Mining Report Interview with Chris Berry -"CCE is both an REE play and a tantalum/niobium play; both are valuable and highly strategic assets." (12/30/14)

NRE: Lofdal PEA Is a Positive Step Forward The Mining Report Interview with Chris Berry -"NRE is a good example of a critical metals story that slowly continues to derisk itself and impress in the process." (12/30/14)

URZ Achieves Commercial Production in Wyoming The Mining Report Interview with Chris Berry -"URZ is one of the few companies that can operate in the current low uranium price environment." (12/30/14)

NMX: Production Plans Should Solidify in 2015 The Mining Report Interview with Chris Berry -"We know a great deal about the potential economics of NMX's production plans; 2015 will be the year the company starts to solidify them." (12/30/14)

XRC: Exciting, Well-Developed Story Etienne Moshevich, Alphastox.com -"XRC definitely could create great value for its shareholders." (12/30/14)

SYR Signs MOU with Asmet The Gold Report Interview with Vincent Pisani -"SYR is a graphite company with big resources." (12/29/14)

TV: Construction at Caribou Remains on Track Derek Macpherson, M Partners -"As TV ramps up production it should trade at a premium to peers." (12/19/14)

TV: Rated a Buy Stefan Ioannou, Haywood Securities -"Production restart at TV's Caribou remains on schedule for Q1/15." (12/18/14)

BAR Announces Grasset Exploration Results Kevin MacKenzie, Salman Partners -"BAR announced the final results from its summer/fall drill program at Grasset." (12/18/14)

TV's Caribou Mine Restart Is on Schedule for Q2/15 Joseph Gallucci, Dundee Capital Markets -"TV is the best vehicle for zinc leverage on the Toronto Stock Exchange." (12/18/14)

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