July 2011

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In the spirit of recent advice doled out to the metals community ranging from those getting married to those who steal scrap based upon ill-advised criteria we thought we’d shed light on a different sector this Friday the health care sphere. Dr. Jeffrey Lewis is a self-described “regular guy whose website enthusiastically extols the virtues [...]

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An article this week in the Financial Times suggests the current rise in copper prices is a result of growing concerns about the ongoing strike at the Escondida copper mine in the Atacama desert in Chile. The suggestion is the Escondida strike, which is entering its sixth day, is raising fears of supply shortages. Escondida [...]

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The FT’s Javier Blas is at the forefront of commodities commentary, and every once in a while, his observations that come across our desk (ok, desktop) make themselves worthy of mention. In this column, Blas spotlights the newest version of a commodities yearbook in which the structural changes in the iron ore and steel markets [...]

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A review of the gold price written by Robin Bew, chief economist at HSBC Bank, proposes that the gold price is in danger of entering bubble territory and predicts a sharp correction by year-end. Determinedly, Robin examines the main drivers behind the price over recent months while acknowledging by use of this graph that the [...]

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Last week, the US Department of State published a statement on Section 1502 of the Dodd-Frank legislation regarding conflict minerals traceability and due diligence. Specifically, the statement urges companies to “begin now to perform meaningful due diligence with respect to conflict minerals. In addition, the State Department endorsed the guidance issued by the Organization for [...]

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Vietnam, it seems, is the new frontier. Rich in largely untapped natural resources and able to benefit from a low cost labor force, Vietnam has enjoyed 10-percent growth rates (although it has also suffered 11 percent inflation rates last year). The country has never been a major metals producer, but that could be about to [...]

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TC Malhotra contributes to MetalMiner from New Delhi. The Society of Indian Automobile Manufacturers (SIAM), the auto industry body representing 46 leading vehicle and vehicular engine manufacturers in India, forecast that Indian car sales, which grew at about 30 percent in the fiscal year up through April 2011, are now expected to grow by just [...]

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