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Recession Investing: Severstal (SVJTF) is crazy

Russia’s largest steelmaker, Severstal (SVJTF) is planning a major Asian expansion at the worst of all possible times. But with the Russian economy in shambles and demand for commodities collapsing, the company can’t be serious. by Stephanie Grimmett Baltimore — (TFN): When in doubt, ignore the commodities crash and push your expansion through with sheer willpower. [...]

Vale (RIO) cuts off iron ore… and China goes shopping

Vale (RIO) has cancelled its iron ore shipments to China until the country’s steelmakers cough up more dough. But China has other ideas. And Vale may find its products aren’t as vital as it originally thought. by Stephanie Grimmett Baltimore — (TFN):  It’s the “teach a man to fish” theory of steelmaking:  Buy iron ore [...]

China Slides & Commodity Prices Dive

“About half of the commodities used in China end up one way or another in an export of some kind. So, as we stop splurging on Chinese-made furniture, TVs and shoes, clearly China-related commodities demand will soften.” — Eoin Gleeson by Eoin Gleeson Baltimore — (TFN):  “Hungry China will dig miners out of a [...]

Scarce Metals Investing: Buy Vanadium

“For some industries, such as airlines, finding a more fuel-efficient way to do business is a matter of survival. According to a recent Financial Times article, it’s ‘triggered a massive jump in the price of obscure and scarce metals that are used to improve the fuel economy of jet [...]

Rio Tinto (RTP) and China Send Iron Ore Prices Up 96% in One Week

“Anyone who thinks China’s insatiable hunger for metals is going to subside any time soon need think again. On Monday it was announced that Chinese steelmakers have agreed to a new contract with Rio Tinto (RTP:NYSE) for the price of iron ore, which saw a 96.5% rise on last year.” — Dominic [...]

Buy Mechel (MTL) for 30% gains on steel and coal

“Get this: MTL posted a 94% year-on-year rise in coking coal output for the first quarter of 2008. Nickel and iron ore output also experienced year-on-year growth, though not as much as coking coal.” — Sara. Nunnally by Sara Nunnally Baltimore – (TFN): Last Thursday, Mechel OAO (MTL:NYSE) announced record [...]

Commodities Trading: Aluminum’s Alcoa bribes (maybe) and buys

"After naming Merrill Lynch CEO Stan O’Neal (yes, that Stan O’Neal, the one who was forced to step down after revealing $8.4 billion in mortgage writedowns for the investment firm last fall) to its board, Alcoa and Chinese competitor Aluminum Corporation of China, or Chalco, as it’s known, bought a 9% stake (12% [...]

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