Metals and Mining


  • Australia Trade Data Shows RBA Made Wrong Call     Tuesday, 3 Apr 2012 | 11:40 PM ET

    Angus Geddes, CEO of Fat Prophets says the RBA's decision not to cut rates on Tuesday was wrong as the surprise trade deficit shows the economy is weakening. He expects the RBA to cut rates in May.

  • Delta Marks Second Month of Increases     Tuesday, 3 Apr 2012 | 3:50 PM ET

    CNBC's Courtney Reagan has the details of under the radar stocks flying high, including Delta Airlines.

  • Australia's Mining Boom to Continue: Economist Monday, 2 Apr 2012 | 5:28 AM ET
    A coal dredger tears coal from the face of the Loy Yang Open Cut coal mine in the Latrobe Valley, 150km east of Melbourne on August 13, 2009.

    Investors have been spooked in recent weeks by a slowdown in growth in China and the impact that could have on Australia's resources sector. But according to one economist, Australia's commodities sector will continue to do well and could actually benefit from a pick-up in economic growth in Asia in the second half of 2012.

  • Mining Sector Is Too Crowded: Expert     Sunday, 1 Apr 2012 | 11:45 PM ET

    Roger Montgomery, CEO, Montgomery Investment Management discusses his preference for stocks in the industrial sector rather than the resources sector. He predicts a sharp drop in commodity prices such as iron ore. Paul Bloxham, Chief Economist for Australia & NZ, HSBC joins in the conversation.

  • Making Money in Emerging Markets     Friday, 30 Mar 2012 | 12:15 PM ET

    The MSCI Emerging Markets index is up 12 percent. Checking on recent emerging market gains, with Ian Hague, Firebird Management co-founder and Tim Seymour, Emergingmoney.com founder.

  • Expect 2012 Increase In Merger Activity, Pro Says Monday, 26 Mar 2012 | 6:24 PM ET
    Fast Money Portfolio

    More merger and acquisitions are likely in the second quarter and throughout the rest of 2012, one strategist said Monday.

  • Positive on Qantas     Sunday, 25 Mar 2012 | 11:46 PM ET

    Ben Lyons, Investment Analyst, ATI Asset Management, says he likes Qantas' stock despite the challenges the company faces in its international business. Malcolm Wood, Head of Investment Strategy, Morgan Stanley Smith Barney Australia joins in the discussion.

  • Australia Tax Sparks Mining Selloff     Tuesday, 20 Mar 2012 | 3:46 PM ET

    Jon Kykawy, Byron Capital Markets, discusses how to play the mining sector after Australia passed a controversial, 30% mining tax into law. "The obvious next target of the tax could be nickel and copper," he says.

  • Currency Trade: The Euro     Tuesday, 20 Mar 2012 | 12:54 PM ET

    The Euro will fall to $1.25 by June, says Willie Williams, Societe Generale director of institutional derivative sales. Williams is expecting a stronger dollar in coming sessions.

  • The market for iron ore "remains incredibly positive," Patrick Loftus-Hills, managing director of Metals & Mining, Moelis, told CNBC. "I think the supply-demand fundamentals would suggest that investing in iron ore right now is exactly where you want to be investing."

  • The Battle Over Rare Earths     Monday, 19 Mar 2012 | 10:50 AM ET

    Discussing his company's plan to position themselves as the emerging new supplier of heavy rare earths in demand, with Donald Bubar, Avalon Rare Metals president/CEO.

  • Buying Opportunities In China Weakness? Thursday, 15 Mar 2012 | 5:50 PM ET

    Weakness in the Chinese economy might signal a few investment opportunities, but beware of getting too bearish, the “Fast Money” pros said Thursday.

  • Gold to Hit $2,000 in 2012: Analyst     Wednesday, 14 Mar 2012 | 10:49 PM ET

    Lynette Tan, Investment Analyst, Phillip Futures, is bullish on gold and explains why she thinks gold will hit $2,000 this year. However, she adds there will be more downside for gold in the short term before the price spike.

  • Joy Global CEO on Earnings Miss     Thursday, 1 Mar 2012 | 6:15 PM ET

    Michael Sutherlin, Joy Global president & CEO, discusses his stock's hard landing on yesterday's earnings miss, and its future growth prospects in emerging markets, with Mad Money's Jim Cramer.

  • Clean Mining Yields Metals Bonanza Thursday, 1 Mar 2012 | 12:43 PM ET

    A California company can pull lithium, and other critical metals, out of the effluent water of geothermal power plants, removing the need to drill or blast for new resources the way miners typically do.

  • Investors Flee Gold: What's Next?     Wednesday, 29 Feb 2012 | 3:44 PM ET

    Ken Marschner, UBS head of U.S. quantitative trading, explains where the opportunities are as investors pull out of gold.

  • Precious Metals Plunge Into the Close     Wednesday, 29 Feb 2012 | 1:33 PM ET

    Fed chief Ben Bernanke's comments today triggered a selloff in gold, reports CNBC's Sharon Epperson.

  • Mining the Metals     Monday, 27 Feb 2012 | 1:33 PM ET

    CNBC's Sharon Epperson has the update on today's metal activity.

  • Don't Look to Miners to Lead Stocks Up: Strategist Monday, 27 Feb 2012 | 12:36 AM ET

    Investors looking for leaders to continue the market rally should stop looking at miners, despite their recent performance, Nick Nelson, European equity strategist at UBS, told CNBC.

  • Coal trains await unloading at Port Waratah Coal Services on April 12, 2007 in Newcastle, Australia.

    Rio Tinto is investing $518 million in driverless trains for its 1,500 kilometer (930 mile) Western Australian iron-ore rail network, increasing network capacity as the world no. 2 iron ore miner aims to boost output 60 percent by 2015.