(From July 2010) "Prime Minister Julia Gillard says she can guarantee the proposed mining tax will stop at iron ore and coal, and will not be extended to include other resources." Join discussion...

Excerpt of a book about the coming long-term trend towards famine. It's a depressing outlook though. Join discussion...

Profit opportunity Join discussion...

There is very little margin for error for the world's wheat production. This can be a Black Swan to send wheat prices up. Join discussion...

"Baotou Steel Rare Earth High-Tech Co and Jiangxi Copper Corp are set to launch a unified pricing mechanism on light rare earth materials nationwide, a move that is expected to give China a bigger say in international markets over the valuable resource. China supplies more than 95 percent of global rare earth oxides and contains more than half of the world's reserves. Baotou Steel Rare Earth alone supplies 46 percent of the global market." Join discussion...

"More specifically, our export prosperity is now built on an extraordinarily narrow base. Just two commodities and two countries." Join discussion...

Price inflation of agricultural prices ahead. Join discussion...

Would China still defy expectations this year and continue its rebound? Join discussion...

Iron ore demand from China is coming down over the months. It's pretty obvious that this will happen, given that China has an overcapacity in steel production. Join discussion...

This is part of the worldwide trend of higher taxes, we guess. Join discussion...