Insider Secrets

Insider Secrets

Learn how the PROs are making money from the oil and energy market.

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Finance

  • No One Expected This Central Bank Move In Metals

    Big news this week in the platinum sector. Confirming that this space is seeing some of the most critical shifts anywhere in the natural resources world. As has been the case over the last few weeks, the developments center on the world's largest platinum producing nation, South Africa. Where industry is contemplating a unique strategy to save the embattled sector. As reported by Reuters, a sweeping new accord has been drafted between South African platinum mining companies, labor unions, and the government. With one of the key points being a plan to increase central bank holdings of platinum as a…

  • Mining Hedge Funds Just Bought These Copper Deposits... Cheap

    I wrote earlier this month about speculation that investment funds were circling mining operations in Chile. And this week, the rumours were confirmed. As reported by local Chilean press, the buyer of Anglo American's for-sale copper assets in the country was confirmed as the U.K.'s Audley Capital. A billion-dollar hedge fund specializing in natural resources. Audley will now take control of the Mantoverde and Mantos Blancos mines. In partnership with Orion Mine Finance Group. Related: Midweek Sector Update: As China Disappoints All Eyes Are Turning To Riyadh The buy confirms a trend that's been shaping up of late -- namely, the…

  • Does This Critical Shift In Conflict Minerals Law Affect You?

    One of the biggest legal shifts in the mining business recently has been conflict minerals law in the U.S. And this week, the rules took another major turn. That's because of a ruling from the Washington, D.C. Circuit court on Tuesday. Which struck down large swathes of new rules that the Securities and Exchange Commission (SEC) has been trying to impose around conflict minerals. Those rules have been evolving since 2010 -- when Dodd-Frank legislation mandated the SEC to take a harder line on conflict materials. With the backbone being forced disclosure about the sources for minerals produced and processed…

  • Here Are 3 More Big Signals For Platinum Prices

    And the last two days we got a flurry of news confirming this trend in motion. First from the world's largest producing nation, South Africa. Where another mine looks about to shutter -- perhaps permanently. Glencore Plc will close its Eland platinum mine, according to reports from Bloomberg yesterday. With officials from local labor unions saying the operation could be "lost forever." Eland is one of two platinum operations owned by Glencore in South Africa. Which together produce about 157,000 ounces per year -- suggesting that the production losses from Eland's closure will be significant. Related: A Key Tool For Energy…

  • A Key Tool For Energy Investors

    Return on average capital employed has emerged as a key measure of efficiency in capital-intensive industries, especially in the energy sector. However, what initially seems to be a relatively easy measure becomes complicated given the differences in how various companies calculate these returns. After a perusal of the annual reports of the major integrated oil and gas firms, this becomes apparent with some firms giving quite different results for their return on (average) capital employed (ROACE). So, finding the ROACE on company balance sheets, and directly comparing these figures, will not give you an accurate understanding of capital efficiency between…

  • One Of The Hottest Commodities In Coming Years

    I wrote two weeks ago about substantial production cuts coming in platinum. And now it looks like the situation is about to get more dire. That's according to a report released this week by industry watchdog World Platinum Investment Council (WPIC). Which shows that the 100,000 ounce/year production cuts announced by Lonmin last month are just the tip of the iceberg for this sector in crisis. The WPIC report shows that platinum production in South Africa -- the world's largest producing nation -- is likely to fall by 600,000 ounces, or 16%, next year. Touching 3.4 million ounces for 2016…

  • Here's A $1 Billion Bet That Copper Has Hit A Bottom

    For the last few months it's seemed like few investors wanted to touch natural resources. But now a flurry of activity appears to be emerging in the sector. I noted last week how resource-focused private equity groups have been quietly amassing tens of billions in new funds. And this week, news suggests that such funds may be about to step into the copper market. Related: The Price Of ‘C’ In China That news came in key copper-producing nation Chile. Where local press reported that investment funds have agreed to buy the Mantoverde and Mantos Blancos copper mines being sold by major…

  • Resurrecting North America’s Dormant Oilfields With This Tech

    Plasma Pulse Technology (PPT)--the latest in Enhanced Oil Recovery technology, the backbone of the second American oil boom—is preparing to increase its market share with a joint venture deal that will expand the technology’s use in North America and bring together global expertise to get more oil out of our mature fields and wake the sleeping giants.On 29 July, Propell Technologies Group, Inc. (OTCQB:PROP)—the U.S. provider of plasma pulse-based enhanced oil recovery (EOR) technology—announced the formation of a new joint venture (JV), Novas Energy North America LLC, which will exclusively sublicense rights to the technology in the U.S. and Canada.Under…

  • Will 13% Be Enough To Save This Key Gold Production District?

    The South African mining sector is no stranger to labor unrest. With a six-month strike in the country’s platinum industry last year having reduced output by 1.2 million ounces. And now the gold mining business is facing the same threat. Negotiations between South African gold miners and the country’s four biggest mining unions reached a near-climax on Friday. With the country’s largest gold producers extending what appears to be a final offer to workers. Related: A Reality Check For U.S. Natural Gas Ambitions That includes offers from AngloGold Ashanti and Sibanye Gold to raise monthly pay for entry-level workers by 1,000…

  • How To Save $100 Million In A Commodities Downturn

    The recent decline in commodities prices has stung a lot of companies and investors. But at least one firm is now benefitting from the downturn in the resources sector. That's Chinese miner MMG. Which said this week that lower metals prices and a cooler commodities industry will make development of new projects a lot cheaper. Australian press reported that MMG expects to save a significant amount on building its Dugald River zinc, lead and silver mine in Queensland. Perhaps as a much as $100 million. Related: Ongoing Security Concerns In Kurdistan Have Oil Companies On Edge That's because of costs for…

Martin tiller