Global Market Commentary, Analysis and Investments
You can use dry ice for a lot – keeping a picnic lunch cool, generating fog for backyard karaoke. Now it’s about to revolutionize computing all over again.
More important, it’s going to touch off a scramble for a wonder substance that’s in high demand, and produced mostly in China. If you feel you missed out on the rare earth boom, you’re on the cusp of something equally lucrative.
[Read more...]In the midst of the longest commodity boom since 1997 (see below), the hottest commodities right now are, alas, without a corresponding ETF.
Nor can sophisticated investors trade it in the futures market. But there is a way you can still make money in what appears to be an aggressive uptrend:
[Read more...]Over the past couple of months, we’ve learned plenty about the future of Chinese demand for rare earths. Bottom line is that the Chinese will likely become net-importers of rare earths within three years – certainly within five years.
What does this mean for rare earths? Chinese export volumes will continue to decline. Not only will there be less Chinese rare earths product for sale, but the Chinese will compete for at least some of the very same rare earths product as everyone else. Big problem, right?
[Read more...]The year was 2008…
Economically, the world was still wallowing in the depths of a frighteningly real recession. For many, the frighteningly false recovery that would follow was as yet unimaginable. In many ways, for many of us, it still is.
Over in the political sphere, a young man promising “change” was beginning to drum up some popular support in the presidential elections. For many, the possibility of change in Washington seemed unimaginable. In many ways, for many of us, it still is.
[Read more...]Let’s think back to September 2010. Japan confronted China at sea in a dispute over fishing rights. The Japanese arrested a Chinese fishing boat captain. The Chinese soon imposed an embargo on rare earths exports to Japan.
Suddenly, rare earths – a relatively obscure set of industrial minerals, oxides and metals – became the stuff of high international attention and intrigue. It became common knowledge that China controls about 97% of the world’s rare earths output. Overnight, the dire industrial and political implications of that geological monopoly became apparent.
[Read more...]During the last 24 hours, fear evaporated from the global financial markets as completely as water from a Fukushima reactor. The Nikkei recovered from a 5% plunge to end the day down about 1.4%. Most European markets have rebounded about 2% and the Dow Jones Industrial Average is busy attempting a similar feat.
[Read more...]The stakes just got higher in the 3-D chess game China's playing for natural resources. On one dimension, the Middle Kingdom is on the offensive. But on another, it's playing strictly defense…
Beijing is ordering state-owned businesses to explore a bid for PotashCorp (POT), the Canadian fertilizer giant that's already fending off a hostile bid from BHP Billiton, the Anglo-Australian mining giant.
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Stocks Go Boom! – A Buying Opportunity!
What a nasty stock market swoon! It’s been painful to watch hard-won share price gains drift downward.
It compounds the pain when I watch the downward share price drift, while I KNOW that great things are happening with the companies I have recommended in my investment service, Energy & Scarcity Investor. Heck, just in the past six weeks, I have traveled to Alaska, Manitoba and Quebec with my eyes wide open, looking for what needs to go on to build great companies.
[Read more...]