This Gold Price Cycle Shows We're Headed for a Rise
Source: Diane Alter, Money Morning  (7/10/12)
"Gold prices may be choppy until the Eurozone's picture comes more into focus, but gold's past is a good indicator that investors will revisit an asset that can hold its value and can be counted on for liquidity." More >

REE Stocks Are Down but Not Out: Siddharth Rajeev
Source: The Critical Metals Report Editors  (7/10/12)
Equity investing is squarely in a risk-off phase and few sectors have been hit harder than junior mining. Rare earth elements equities are no exception, but most of the materials themselves have not dropped nearly as much. The Critical Metals Report sat down with Siddharth Rajeev, vice president and head of research at Fundamental Research Corp., for a good hard look at small caps in this space. Where have these equities been, and where are their valuations heading? Read on for more. More >

How to Play Utica Opportunities of a Lifetime: Neal Dingmann
Source: Brian Sylvester of The Energy Report  (7/10/12)
The Utica is one of the best plays in the U.S., not just because it's new, but because its potential is not fully known, according to Neal Dingmann, managing director of investment bank SunTrust Robinson Humphrey. While lagging well results have kept the Utica a hidden gem, several companies are poised to reveal impressive results. Dingmann discusses undervalued companies capitalizing on the play in this exclusive interview with The Energy Report. More >

Iran Just Can't Stop Pumping Oil
Source: CNNMoney, Steve Hargreaves  (7/10/12)
"Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea." More >

Junior Feeding Frenzy on the Horizon
Source: Geoff Candy, Mineweb  (7/10/12)
"According to Benjamin Cox, a lot of junior miners will be taken out this fall as majors look to replenish ounces at some of the cheapest levels seen in a very long time." More >

Gold Miners are Cheap, Cheap, Cheap!
Source: Chris Mayer, The Daily Reckoning  (7/10/12)
"I am bullish on gold miners. . .but with one very large qualification: They must produce positive cash flow." More >

US Patients Get Cancer Drugs Faster and Pay More
Source: Ed Silverman, Pharmalot  (7/10/12)
"Between 2000 and 2011, new oncology drug approvals in the U.S. outpaced European approvals by 33%. At the same time, prices for cancer medications in Europe, on average, were 9% lower than in the U.S., according to a new report from the Tufts Center for the Study of Drug Development." More >

What Patent Cliff? Pharma ETFs Continue to Surge
Source: Eric Dutram, Zacks Investment Research  (7/10/12)
"Many analysts discounted pharma's ability to plan for the 'patent cliff.' The industry has been hard at work building up cash reserves in order to boost nearly empty pipelines." More >

Large-Cap or Small-Cap Potash Stocks for the Long Haul?
Source: SmallCap Network, John Odovich  (7/10/12)
"With a drought spreading across a good portion of the country, it's a good time to take a closer look at large- and small-cap potash stocks." More >

Gold Climbs Back After Weak Jobs Report
Source: The Street, Joe Deaux  (7/9/12)
"Gold prices were trading slightly higher Monday as investors continued to let the dust settle from Friday's labor report. 'Prices have firmed a little bit and sentiment seems to be improving,' said Jeffrey Nichols, managing director of American Precious Metals Advisors and senior economic adviser to Rosland Capital." More >

James West's Secrets for Finding Tenbaggers
Source: Brian Sylvester of The Gold Report  (7/9/12)
Despite some rotten apples in the past, good, ethical promoters are "essential to the life cycle of public companies," according to James West, author and publisher of the Midas Letter. The best of them tell a credible story about the company's structure, finances and deposit. When promoters do their jobs and investors do their homework, everyone stands to benefit from the legendary "tenbaggers," such as those that West shares in this exclusive Gold Report interview. More >

Can Gold, Silver Prices Rise in a Growing Global Economy?
Source: Julian Phillips, Gold Forecaster  (7/9/12)
"Central bank demand is a very significant contributor to gold demand and will continue to be so for the foreseeable future. In this case then, economic growth has a direct link to the gold price." More >

Weak Jobs May Mean More Printing and Higher Precious Metals Prices
Source: Jeb Handwerger, Gold Stock Trades  (7/9/12)
"Gold and silver have been recently moving higher based on the Eurozone and stocks breathing a sigh of relief as the summit came up with a purported solution to reduce funding costs, particularly for Italy and Spain, worth $149B." More >

Gold Alternating Between Up and Down Weeks
Source: Ben Traynor, BullionVault  (7/9/12)
"Gold prices held above $1,580/oz Monday morning in London, broadly in line with last week's close." More >

Miners Say Resource Nationalism Still the Number One Risk
Source: Dorothy Kosich, Mineweb  (7/9/12)
"In its report 'Business risks facing mining and metals 2012–2013,' E&Y's Global Mining and Metals Group outlines the top 10 business risks for mining and metals. Resource nationalism, skills shortage and infrastructure access top the list." More >

Graphite: The Newest 'Next Big Thing'
Source: Mickey Fulp, The Mercenary Geologist  (7/9/12)
"Many factors have contributed to the decline in junior exploration and mining stocks and I see little evidence for a quick recovery. However, markets will always find something to be long on. That current something for me is graphite." More >

Burma Forms First Public Gold Company
Source: BullionStreet  (7/9/12)
"Burma, now known as Myanmar, launched its first public gold company with the stated aim of protecting small- and medium-size enterprises against foreign competition." More >

Rare Earth, Common Problems
Source: Global Times, Zhang Zhilong  (7/9/12)
"Rare earth metals, known as 'industrial gold,' are still being illegally mined across the mountainous areas of Guangdong Province, despite a recent crackdown." More >

Chinese Government Speeds Up HREE Stockpiling
Source: Dorothy Kosich, Mineweb  (7/9/12)
"China's government is awarding interest-free loans to stockpile HREEs as reserves are running low." More >

Uranium: Sleeping Beauty, Awakening Giant
Source: Jeb Handwerger, GoldStockTrades   (7/9/12)
"Uranium supply in the U.S. must increase exponentially over the next few years. Utilities want a secure supply of uranium coming from U.S. miners rather than deal with geopolitical risk and resource nationalism in other parts of the world." More >

Energy Storage Technology Recharges
Source: ZDNet, Heather Clancy  (7/9/12)
"Considerable momentum is building behind newer energy storage technologies like advanced batteries." More >

Four Things Suppressing Crude Oil Prices Today
Source: Kent Moors, Money Morning  (7/9/12)
"Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations." More >

California Bill Helps Pave Way For Lithium Gold Rush
Source: Forbes, Todd Woody   (7/9/12)
"A bill moving through the California Legislature would help clear the way for a novel technology to mine lithium from geothermal brine in the Golden State's Salton Sea region." More >

World Gold Council Sees China's Gold Demand Rising 13%
Source: Bloomberg  (7/9/12)
"Gold demand in China, the second largest user after India last year, may expand 13% in 2012, the World Gold Council said." More >

Gold Stocks Compared to Past Bull Markets
Source: Jordan Roy-Byrne, Gold Stock Trades  (7/9/12)
"Things are on par with the past and gold stocks are right on track." More >