Ag & Industrial Minerals

Rare Earths Sector ETF $REMX Booming Again On Trade War With China

Summary 1)Rare earth critical mineral crisis heating up as China Retaliates against Trump Tariffs. 2)Rare Earth Shortage could cripple tech giants such as Apple and Tesla. 3)Rare Earth ETF $REMX was over $100 during last rare earth crisis in 2011 now its under $15. 4)If Chinese cut off rare ear ...

IMO 2020 could create fierce competition for scarce water resources

The International Maritime Organization (IMO) regulations set to take effect in 2020 have sparked mountains of research on the expected costs for the energy and maritime sectors. Less thought has been given to IMO 2020’s environmental consequences, especially on water demand. The US refining comp ...

US war with Iran unlikely, but would devastate oil markets: Fuel for Thought

Drone attacks on pipelines in Saudi Arabia and the mysterious alleged sabotage of tankers near Fujairah sent pulses racing, but a phony war in the Persian Gulf failed to trigger a feared triple-digit surge in crude prices. A hot war, however, between the US and Iran could be an entirely different m ...

Evolving battery technology will alter demand for raw materials

Ahead of the S&P Global Platts Global Metals Awards in London, on May 16, The Barrel presents a special series of articles looking at the global metals trade. Emmanuel Latham and Felix Maire take a look at how changing battery chemistries will affect markets for metals like cobalt, nickel and lith ...

How To Spend Your Marketing Dollars Wisely

Josh Brown talks to advertising expert Greg March, founder of New York media agency Noble People, about recent trends in the world of marketing and corporate ad spending. Greg is an industry veteran who has built a reputation for telling clients the truth about their ad campaigns, even when the trut ...

Infographic: Google’s Biggest Acquisitions

Over 12 years ago, tech giant Google announced its largest acquisition since it incorporated in a Menlo Park garage, paying $1.7B for YouTube, a video platform that at the time had fewer than 100 employees. Since then, Google’s checkbook has opened wide (as we highlighted in our deep dive in ...

Tech Talk for Tuesday May 14th 2019

Pre-opening Comments for Tuesday May 14th U.S. equity index futures were higher this morning. S&P 500 futures were up 22 points in pre-opening trade. Coca Cola added $0.42 to $48.47after Morgan Stanley upgraded the stock to Overweight from Equal Weight. Target was increased to $55 from $52. Deere ...

Food prices: Markets are well-supplied, but trade tensions, energy prices, and an Africa Swine Fever outbreak could create market instability

This blog is the fourth in a series of nine blogs on commodity market developments, elaborating on themes discussed in the latest edition of the World Bank’s Commodity Markets Outlook. Food commodity prices stabilized in the first quarter of 2019, following declines in 2018. The World Bank’s Fo ...

Energy and commodities highlights: Trade wars, US LNG development, energy digitalization

Commodities and financial markets spent the past week watching for progress in US-China trade talks, but there was no firm outcome ahead of a May 10 deadline, leading to a further escalation of US-imposed tariffs. Without a resolution, a scheduled hike in tariffs kicked in on US imports of $200 bil ...

A Shot Across the Bow with a Triple 90% Down Day - What to Watch Next

Triple 90% Down Day It is way too early to call for a major top, but we do have a short-term breadth signal that points to further downside. The chart below shows AD Percent for the S&P 500, S&P Mid-Cap 400 and S&P Small-Cap 600. Together, these three indexes form the S&P 1500 and represent an exce ...