Monthly Archives: March 2014

Battery Market Is Powering Up Demand For This Lithium Asset In Nevada

Battery Market Is Powering Up Demand For This Lithium Asset In Nevada
The recent news that electric car maker Tesla (TSLA) is planning to construct the biggest lithium-ion battery plant right here in the USA may be validating our long term buy and hold investment thesis in this once ignored sector. Tesla has announced that they are planning to produce an affordable electric car for the US market within three years. This is a huge catalyst for the North American lithium and graphite miners who will be able to supply companies like Tesla. Battery manufacturing could be a major area of economic growth over the coming decades. Similar to the internal combustion engine, lithium-ion batteries could revolutionize transportation over the coming decades and reduce the world's carbon emissions. Tesla has a market cap of $31 billion and may now be on the lookout for some of our lithium and graphite juniors in North America that we have been writing about for many years that are still trading for pennies on the dollar but are on the verge of major breakouts.
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China Must Look Abroad For Metals and Energy To Support Growth

China Must Look Abroad For Metals and Energy To Support Growth
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity.
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Nickel Price Breaking Into New 6 Month Highs On Crimean Crisis and Indonesian Export Ban

Nickel Price Breaking Into New 6 Month Highs On Crimean Crisis and Indonesian Export Ban
In late January I told all my subscribers that its time to watch nickel as Indonesia instituted an export ban cutting off possibly a quarter of global supply. Now six weeks later the nickel price powers through the critical $7 mark and Bloomberg writes an article entitled "Nickel Heads for Bull Market..." Its better to be six weeks early, then late. Why is nickel so important and breaking out past $7?
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Gold-Silver Producer In Nevada Outperforming Peers

Gold-Silver Producer In Nevada Outperforming Peers
For many months, I highlighted the rising demand for precious metals from investors looking to diversify away from declining fiat currencies most notably out of Chinese and Indian investors. The new Fed Chair Yellen may be sparking off an inflationary rally as gold and silver appear to breaking above key technical levels. At the end of 2013, mostly no one wanted to own gold and silver bullion and definitely didn’t want the junior gold and silver miners as the price of gold declined from $1900 to below $1200 and silver declined from $50 to below $19. I called it a historic holiday discount buying season. Many who believed prices would continue lower and shorted may now be covering as gold and silver breakout and regain the 200 day moving averages and hit new four month highs.
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