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SECTOR - BASE METALS
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Aluminum: A Market Out Of Whack

AluminumSoaring inventories and backwardation? What the heck is going on in aluminum? Also: Where's that aluminum ETF already?

 

Julian Murdoch Monday, 23 August 2010
 
Nickel Vs. Aluminum: Which Shines Brighter?

NickelThis week, a survey of the commodities markets yielded precious few prospects for turnaround trades. There were just two standouts in the base metals sectors—nickel and aluminum.

Brad Zigler Thursday, 27 May 2010
 
The March Of The Miners

PodcastAs the miners ETF space becomes increasingly crowded, which vehicle – if any – will emerge as the next GDX? Also: Can base metals make a comeback?

 

HardAssetsInvestor Monday, 17 May 2010
 
What’s In Store For Aluminum?
AluminumAmid high inventories and increasing production, aluminum has many investors scratching their heads.
  • Going up? Going down? Yes!
  • Physical ETF in the offing?
  • Futures vs. equities
Julian Murdoch Thursday, 24 September 2009
 
Jeffrey Christian: Gold & Dollar Both Safe Havens
The managing director of CPM Group shares his outlook on gold, the dollar, energy and base metals.
  • Gold trading against the dollar: myth?
  • Oil and energy markets will get ‘frightening’
  • Why the infrastructure bill will impact base metals
HardAssetsInvestor Wednesday, 15 April 2009
 
Alcoa, Aluminum And You
AluminumThe market expected bad news from Alcoa earlier this week, and it delivered. Does it matter?
  • Can the industry shrink itself to greatness?
  • China ramping up
  • Little agreement from analysts
Julian Murdoch Thursday, 09 April 2009
 
Rio’s Big Deal
MiningRio Tinto reports earnings today amidst an enormous bid for 18% of the company. Here's what to look for.
  • Chinalco's bold bid and regulatory challenge
  • Iron negotiations
  • Spin and positioning
Julian Murdoch Thursday, 12 February 2009
 
A Real Commodity Moneymaker
Real-time Inflation Indicator (per annum): 9.2%

Wednesday's column ("2008 Was Golden ... Barely") left some readers with the impression that there were hardly any winners among the exchange-traded products (ETPs) tracking commodities.

Brad Zigler Thursday, 08 January 2009
 
ETF Securities: A Look Inside
Performance boardSometimes it's helpful to get a third-party perspective. ETFS' Commodities Review 2008 just arrived, and it provides just that.
  • Insights on Gold, Industrial Metals, and Oil
  • Cash flows at ETF Securities
  • Are ETC investors calling a bottom?
Julian Murdoch Thursday, 18 December 2008
 
Supply Cuts Set Stage For Rally (Eventually)

Rally performanceWe're finally seeing supply cuts in the commodity markets. Is that setting the stage for a rally in the long term?

  • Huge cuts in steel, aluminum and more
  • Ship rental costs down 95%
  • Shortages when (and if) demand returns
Julian Murdoch Thursday, 04 December 2008
 
Cars And Metal, Metal And Cars
Car DealershipThe latest headlines are all about autos, but what does Detroit in the doldrums mean for commodities?
  • Metals content in cars
  • The demand slump and falling prices
  • Finding an opportunity
Julian Murdoch Monday, 17 November 2008
 
Considering China
PodcastAssociate Editor Dave Nadig talks with Kevin Kerr about the giant Chinese stimulus package, the potential for more OPEC cuts, and whether Jim Rogers is right to be sweet on sugar.

 

Administrator Tuesday, 11 November 2008
 
The Shark’s Still Circling
Stock boardThe endless dance between Rio Tinto and suitor BHP Billiton only gets trickier in markets like this.
  • The narrowing gap
  • The tragedy of the all-stock deal
  • Rio's core business
Julian Murdoch Thursday, 30 October 2008
 
Alcoa’s Bloodbath
graph indicating downward performanceIt's earnings season, folks - not a time for those faint of heart.
  • A devil's brew of troubles
  • Demand (or lack thereof?)
  • The spin doctors

 

Julian Murdoch Thursday, 09 October 2008
 
Base Metals: Halftime Update
Image of ear of corn It's been a banner year for commodities - unless you stuck with the hard and unshiny kind.
  • The copper/aluminum stagnation
  • Oversupply issues
  • A Chinese slowdown?

 

Julian Murdoch Tuesday, 29 July 2008
 
Chinese Aluminum Woes
Photo of coalAs the world's eye turns to Beijing for the Olympics, the energy chain ripples from earthquakes to aluminum.
  • The Chinese coal market: small and dangerous
  • Mixed signals in coal production
  • Slowing growth from a giant AL producer
Julian Murdoch Monday, 14 July 2008
 
Metal Or Mine?

Copper MineWhat’s the best way to tap into the nonferrous metals market? Physical metals or mining companies?

  • Which performs better?
  • There's no such a thing as a "pure play" mining company
  • Volatility vs. returns
Tom Vulcan Monday, 24 March 2008
 
Paul Quartararo Interview – Part I
SPECTRA Resources' Paul Quartararo talks about the direction of the global steel market.
  • Steel prices are expected to continue to rise in 2008
  • In the U.S., nonresidential construction is replacing demand as residential construction slumps
  • Emerging markets are driving demand outside the U.S.
Administrator Tuesday, 19 February 2008
 
BHP: It’s Hammer Time

BHP faces a big week. Plus, hard evidence that buying a commodity is very different from buying a commodity stock.

  • Earnings are going to matter
  • They have to face the Rio Tinto music
  • Why they’re not really a base metals stock
Julian Murdoch Friday, 01 February 2008
 
Cold Winter = Hot Market?

Thursday was a good day for base metals bulls. Month-end window dressing and supply concerns pushed the PowerShares DB Base Metals Fund (Amex: DBB) up an impressive 4.75%. Futures on three metals - aluminum, copper and zinc - make up the DBB portfolio.

Brad Zigler Friday, 01 February 2008
 
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