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Tim MaverickTim Maverick

, Senior Correspondent


Bulls on Alert as Sugar Comes Off Its High

Over the past few years, the sugar market has been on a… well, sugar high! As massive amounts of sugar were being produced around the world, the resulting surplus proved detrimental for the price. It fell by over 50% from its 30-year peak in 2011, to a low of $0.15 per pound in early 2014....

It’s Official: This is the Next Commodities Trend

In June, I told readers that zinc would be the next base metals superstar, thanks to looming supply shortages. Since then, zinc prices have continued to rise. In fact, thanks to increased demand, they’ve hit a three-year high at $2,300 per metric ton (mt). That’s a 23% increase since December! Amazingly, though, there’s more good...

Japan Kick Starts its Nuclear Program

For the first time in four decades, Japan is facing summer without nuclear power… but it appears that may not last much longer. You see, Japan’s nuclear power industry is finally getting back on its feet after the March 2011 Fukushima disaster. On July 16, Japan’s Nuclear Regulation Authority announced that safety clearance was granted...

Update on U.S. Petrochemicals Renaissance

In early April, I wrote that cheap shale gas in the United States was leading to a renaissance in the U.S. petrochemicals industry. A sector that had been on its knees a few short years ago had completely turned around, from bust to boom. Since then, conditions have gotten even better. Demand from Asia and...

Diamonds Once Again Set to Sparkle

They say that diamonds are forever. But recently, the diamond industry has been in a downward spiral, with trade plagued by high production costs and falling prices. It’s been so bad that some of the world’s biggest mining companies, including Rio Tinto PLC (RIO) and Anglo American PLC (AAUKY), considered selling their diamond businesses. Heck,...

The Scramble is on for Lithium

Earlier this month, I told our readers that, thanks to Tesla Motors’ (TSLA) planned lithium-ion battery Gigafactory, U.S. lithium producers would benefit. Most prominent of the companies mentioned was Rockwood Holdings (ROC). The firm is the largest U.S. lithium producer and also the world’s biggest supplier of lithium-based products. It’s one of only four companies...

The Return of Gold Hedging

It’s baaack… That’s right, I’m talking about gold hedging, the gold stock investor’s bane. You see, gold miners “hedge” by agreeing to sell a portion of their future gold production at a fixed price. That way, if prices fall, they’re guaranteed a better profit. Hedging was all the rage during the late 1990s and early...

How to Profit From an Extended Rise in Platinum Prices

It’s a simple case of supply-and-demand economics – and, as always, the smart guys on Wall Street had it all figured out. Or did they? Following the resolution of a five-month strike by platinum miners in South Africa – which accounted for one-million-ounces worth of lost production – you’d expect the price to drop, as...

Investing in the Next Growth Stage for Mining

It’s what I call the Age of Austerity in the global mining industry. Tight-fisted managements are slashing capital spending on projects and selling assets. The evidence is everywhere… Rio Tinto PLC ADR (RIO) slashed costs by $2.3 billion in 2013, with promises to halve capital spending to $8 billion by 2015. Newmont Mining (NEM) cut...

Iron Ore to Remain in Bear Market

It’s been a great year so far for commodities investors. The Dow Jones-UBS Index of 21 commodities is up 7.1%, beating both the S&P 500 Index and 10-year Treasury bonds. But there’s one commodity in particular that hasn’t been as prosperous: iron ore. This crucial steel ingredient has crashed 30% in 2014 as a wave...