Little-known metal molybdenum is essential to a host of fast-growing industries from energy to construction. Companies can’t open mines fast enough. Demand has sent the price soaring 1,000% in the last five years. Jim Nelson says this is still just the beginning for the metal. He expects another surge in the next 12 months.

As Wall Street descends into chaos, many investors are happy to sit on the sidelines holding cash. But there are still profits to be made for big-picture investors.

Chris Mayer says the next “megatrend” will be a $41 trillion global infrastructure boom. Urbanization on a massive scale in China and India requires huge construction projects. And this will create huge demand for building materials (like cement and steel) and basic commodities (iron ore, copper and nickel).

Chris says power-grid builder ABB (NYSE:ABB) and road-building equipment maker Astec Industries (NASDAQ:ASTE) are stocks to watch…

Mining is an expensive business. So if commodities prices fall sharply many mines are forced to close rather than operate at a loss. When this happens supply tightens and prices begin to recover. Chris Mayer says there are signs this is happening now… and a rally in mining stocks is on its way.

The base metals were all mired in the red on Friday. Copper declined from the pre-dawn hours straight through until mid-morning in New York, before leveling off for the rest of the day and finishing just off its intraday low at $3.1494/lb., down nearly 15½ cents.

The resource rich Canadian markets were in rally mode during Wednesday trading as the price of oil and gold gained ground.