The commodity supercycle: myth or reality? Part 2
Another bullish view is expressed in a report entitled “Preparing for China’s urban billion” published by McKinsey …
Commodities Markets
The commodity supercycle: myth or reality? Part 1
Since 2001, commodities have experienced a powerful bull market. No matter which commodity, they have all gone up i…
Citigroup forecasts strong moly prices until 2010 (May 05, 2008)
Molybdenum supply won’t catch up with demand until 2010 and rising oil prices will only heighten the metal’s value, according to a new report from Citi Investment Research, a division of Citigroup Glo…
Is copper set for a major breakout?
Continuing unrest at copper mines in Chile coupled with low global stocks and supply disruptions in other major cop…
Will technology derail the uranium boom? (April 28, 2008)
Emerging from a long slump, uranium has consistently proven itself as a hot commodity over the last decade, with a price performance nothing short of stellar. According to Ux Consulting Co. of Roswell…
Citigroup forecasts strong moly prices until 2010 (April 23, 2008)
Molybdenum supply won’t catch up with demand until 2010 and rising oil prices will only heighten the metal’s value,…
Roskill examines magnesium market
China’s continued domination of the magnesium market sets the tone for the economics of the metal, which almost doubled in price in 2007, according to a new report issued by London-based international…
Will technology derail the uranium boom? (April 16, 2008)
Emerging from a long slump, uranium has consistently proven itself as a hot commodity over the last decade, with a …
No end in sight for moly rally (March 24, 2008)
Diminishing inventories, surging steel consumption and the widening scope of end-uses for molybdenum will sustain t…
The uranium bottleneck
Be prepared for continued volatility in the uranium market this year, but don’t expect the crazy price jumps of 2007, warned Ux Consulting senior vice-president Eric Webb at the recent Prospectors and…
Instability in store for copper market
Despite a declining demand for copper in the developed world, including a 20% drop forecast for the United States this year, it is expected that China alone will more than make up for it, says Andrew …
A cautiously optimistic gold forecast
Getting laughs out of the crowd at the Prospectors and Developers Association of Canada (PDAC) convention comes as second nature for HSBC’s jovial analyst, Jim Steel. But in his 2008 forecast for the …