The supply of gold is falling steadily. As with any other commodity the price of gold ultimately depends on just two things: The supply of gold, and the demand for gold. Before we get to the exciting part of the story, it is important to look at the supply of gold.
September 29th, 2010 | Dr. Alex Cowie | 27 comments | ContinuedAll Posts Tagged With: "supply"
Oil’s Out…Clean Energy Is In
The International Energy Association (IEA) has spoken. What the world needs now is a clean energy technology revolution. June saw the 2010 launch of IEA’s biannual report, Energy Technology Perspectives. Speaking at the launch was Nobuo Tanaka, executive director for IEA.
September 17th, 2010 | Marin Katusa | 11 comments | Continued
Home on the Range
“Home on the Range” is regarded as the unofficial anthem of the American west. It’s also a slogan available on vanity license plates in Kansas – where few Buffalo now roam. The wide-open spaces are now rangeland for the final installment of commodity critters: chicken, hogs and cattle.
September 14th, 2010 | Alan Knuckman | 0 comments | Continued
Dysfunctional Price Signals are Distorting the Housing Market
The price of anything, whether it is a cake of soap or a jumbo jet, is meant to convey a whole bunch of information to an investor, producer or consumer. Prices send signals up and down the supply chain and these signals determine the ultimate supply and demand of any product or service.
August 6th, 2010 | Greg Canavan | 95 comments | Continued
The Troubling Truth About Future Oil Prices
Why the end of “cheap oil” has nothing to do with supply…Probably the thing that made the most impression on us was the discussion of the oil market. The facts are fairly obvious. The world is producing less and less oil. Meanwhile, it is consuming more and more oil. If the law of supply and demand is still the law of the land, the price of oil will rise.
July 27th, 2010 | Bill Bonner | 2 comments | Continued
The Fertilizer Crisis
One of the world’s most important fertilizers is in short supply. That fertilizer is potash. One of the first things people change as they emerge from poverty is their diet. They move toward more meat and a greater variety of fruits and vegetables. But the web of food production shivers and shakes in the short term in response to economic pressures.
July 20th, 2010 | Chris Mayer | 0 comments | Continued
Sinking Prices; Sinking Ships
What is the cure for ‘excess’ capacity? Falling prices. Everybody who is not a swindler or a fool knows it. The real problem, from the activists’ point of view, is not excess or shortage. It is fear. They are afraid of the prices it will take to clear the market. Shares may have to lose half their value. Property could be knocked down by another 20%. Banks and nations may go broke.
July 19th, 2010 | Bill Bonner | 16 comments | Continued
Uranium is Heating Up
Uranium prices appear to be bottoming, as China buys major supplies from Cameco (NYSE:CCJ). On June 24, China agreed to buy more than 10,000 tons of uranium oxide – yellowcake – over 10 years from Cameco. According to Thomas Neff, a physicist and uranium industry analyst, China is buying unprecedented amounts of uranium.
July 16th, 2010 | Byron King | 0 comments | Continued
A Glowing Recommendation
One of the best investments we can make right now is to buy into supplies of relatively secure, low-cost uranium – the feedstock for nuclear reactors. The simple story is that the uranium supply trails far behind demand. The added wrinkle is that supply cannot easily increase.
July 14th, 2010 | Chris Mayer | 6 comments | Continued
U.S. Recession: Is the End Nigh?
One of the positive indicators, Frank Holmes says, is that the current recession is now 13 months old, whereas the worst recessions since the Great Depression only lasted 16 months (and there were two of them: 1973-75 and 1981-82). Then he quickly defuses the situation by saying, “Just because every recession since the 1930s ended in 16 months or less doesn’t mean this one has to as well”…
February 5th, 2009 | Mogambo Guru | 1 comment | Continued
