Commodities & Metals

Commodities & Metals Articles

Starbucks (NASDAQ: SBUX) has made a remarkable recovery. Earnings rose in the last three quarters. Cost savings driven by 12,000 layoffs and hundreds of store closings in 2008 have significantly...
The relationship between gold and platinum has been a tenuous one.  When things got really bad in 2008 platinum lost its longstanding premium to the shiny yellow stuff.  The market is far smaller...
The all-cash $130.00 share, $38.6 billion offer from BHP Billiton plc (NYSE: BHP) for Potash Corp. of Saskatchewan (NYSE: POT) has brought the agriculture sector to the forefront in a big way. The...
Deere & Company (NYSE: DE) finds itself in a strange spot this morning.  The company blew past earnings estimates with $1.44 EPS, far above the Thomson Reuters consensus of $1.21. Revenue for...
Agriculture and potash investors had one small deal to consider yesterday, but today investors have the mother load to consider.  Potash Corp. of Saskatchewan (NYSE: POT) has rejected an unsolicited...
Canadian agribusiness giant Agrium Inc. (NYSE:AGU) lost out on its bid for CF Industries Holdings, Inc. (NYSE:CF) earlier this year, and CF went on to acquire Terra Industries for $4.6 billion. That...
Standard & Poor’s is launching a new index series today that aims to show inherent risk premiums between asset classes and the financial markets.  This has been measured privately for years by...
News related to the reduced wheat crop in Russia, followed by a ban on Russian wheat exports, have sent wheat prices along a steeply rising trajectory. Rising prices for wheat have also had an impact...
Wheat prices continue to rise as Russia has set a ban on the exports of the crop. White hit a 23-month high of $8.25 and the price could go higher. It is not clear if yields from farms, particularly...
Molycorp, Inc. (NYSE: MCP) has only been public three days.  The company’s stock debut was met with much of the same “sell the IPO” reaction by investors who secured shares.  This is of...
While many remain bullish on gold, the recent trading activity has been impossible to ignore.  Our technical analysis affiliate, Adam Hewison of INO, has a quick yet detailed audio-visual...
Alcoa, Inc. (NYSE: AA) managed to beat earnings estimates from continuing operations, if you can imagine.  The aluminum giant, and first of the DJIA 30 components to report earnings, reported...
The Mosaic Company (NYSE: MOS) is having a rough day.  Some will call this environmental bashing, and some will call this environmental policing.  Based upon what we have seen out of the Gulf of...
Uranium ore prices peaked at $136/pound in July 2007 and have fallen nearly 70% since then to $41.75/pound. The drop came as new mines were developed in response to anticipated growth in the nuclear...
Last week’s change in Australian prime ministers has produced an early result for mining companies with assets in the country. A proposed excess profits tax of 40%, put forth by the former...