As if anyone needed a reason to be more bullish on General Moly (GMO), Thomson Creek (TC) and Molycorp (MCP), here it is. As we know, MCP is the only supplier of molybdenum in the U.S. but soon GMO and TC will be filling the void. While China supplies 97% of the world's Rare Earth Elements, it is a net importer of molybdenum.

The Israel Diamond Institute (IDI) will present the first Israeli Diamond Pavilion at the June Hong Kong Jewellery & Gem Fair, June […]

On Monday, Germany announced that it’s going to shut all its nuclear power plants by 2022. What a difference a year makes. Because only a year ago, the country announced plans to extend the life of its nuclear power plants. So what’s up? According to German Chancellor Angela Merkel, “We want the electricity of the future to be safe, reliable and economically viable.” And in her mind, nuclear power doesn’t fit the bill anymore.

I suspect that the recent party-trick by the non-expert Chimp who predicted in December 2010 that the 10-Year Treasury (then 3.5%) would […]

The World Gold Council released its Gold Demand Trends for the first quarter of 2011 last month. Not surprisingly, gold demand grew 11 percent compared with the first quarter of 2010, as the average gold price for the quarter rose 25 percent year-on-year. It’s an as-expected quarter. But there are definitely some surprises. Let’s take a look at just where that demand growth came from.

The fear around nuclear energy is palpable. The catastrophic events in Japan on March 11 have put a damper on the momentum of what was fast becoming a nuclear renaissance. For the past several years, nuclear proponents promoted nuclear energy as a clean, efficient, reliable and safe alternative to dirty fossil fuels, and the world agreed.

Coal has been mined across the world since the Bronze Age, becoming an important commodity during Roman times, especially in what is today Great Britain. However, the true Golden Age of coal began with the start of the Industrial Revolution in Europe and North America in the late 1700′s and early 1800′s.

Silver has rebounded nicely as of late, rising 13% from May 17 to May 27.The volatility in the market has scared off many participants, but we feel that rebuilding a long position in silver is prudent at current market prices.

The Japanese earthquake and tsunami did substantial damage to the Japanese auto industry. Some speculated that the global platinum supply would rise eightfold due to the impact of the quake. Platinum is an essential component in making catalytic converters for the auto industry. The futures for both platinum and palladium both plunged but have since recovered significantly.

On Thursday May 26th, CEO, Bruce Hansen gave a Power Point presentation to Goldman Sachs investors and from my sources in Nevada, […]

MCP reported earnings May 11 in the middle of this slide. After 10 days of consolidation below the 50-day moving average (DMA), MCP is finally making a breakout move. Buying volume is dominating selling volume as MCP has finally punched above the 50DMA.

Food prices have been rising. The price change has been significant enough to create difficulties in emerging markets. Some countries have had demonstrations and riots. There are several reasons for the increase in food prices: