The Politicalisation of Science

Last month Professor Peter Ridd was sacked by James Cook University, Queensland. His crime – telling the truth about the state of the Great Barrier Reef (“GBR”). The reason given was that he was guilty of “failing to act in a collegial way and in the academic spirit of the…

In Gold We Trust

Ronald-Peter Stoeferle and Mark Valek have released the 12th edition of In Gold we Trust, titled “Gold and the Turning of the Monetary Tides”. The authors are founders and managing partners of Incrementum AG, based in Liechtenstein. This asset management company takes the view that the current “uncovered credit money…

Iron Ore Pricing

Until 2008 most iron ore was priced by negotiation between the seller and buyer. Contracts were typically for 12 months. As Chinese demand outstripped contracted supply, it began buying ore from India on a spot basis. Chinese companies then discovered that many contracts were for significantly higher prices than they…

Are We on the Edge of a Commodities Boom?

There is a widespread consensus that we are just about to embark upon a long-lasting commodities boom. The most common rationale for that thought is that the ratio between equity prices and commodity prices is very low. The most common measure is the GSCI (Goldman Sachs Commodity Index) versus a…

Northam Iron – The Next Force in Iron Ore?

Northern Iron is the brainchild of well known entrepreneur Mr Jim Hickey. It is a magnetite project, rather than hematite. Magnetite projects have been somewhat unpopular of late, due to high costs. The reason is that the majority of magnetite iron ore projects are based upon banded iron formation (“BIF”).…

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