follow us like us subscribe contact us
Loading, please wait

Finance / Investing & Trading Reports

Investing & Trading Reports
  • Does This $1.5 Billion Shale Purchase Signal A Change?

    The shine has come off the North American natural gas export story lately.A year ago, most observers in this market were buzzing about the possibilities for sending cheap natgas abroad, in the form of liquefied natural gas (LNG). With projections running high about the amount of gas that could be sold from places like the U.S. Gulf Coast and the west coast of Canada.But LNG prices in key consuming nations like Japan and Korea have since fallen back to their lowest since the Fukushima incident. And LNG developers in Canada particularly have said they are starting to get cold feet…

  • Here's Another Sign Uranium Prices Are Too Low

    The recent rally in uranium prices appears to have stalled. With spot rates for uranium oxide taking their first drop last week since June--down $1 per pound to $35.50.That ends a run that had seen the metal rise from as low as $28 over the summer. Leaving prices still at very low levels compared to rates seen over the last 10 years.And that's having a notable effect on production across the uranium mining industry, judging from a key announcement last week from one of the biggest firms in the space.Related: New Nuclear Fuel Rod Could Increase Output Of Existing PlantsThe…

  • These Closed-Door Discussions Will Change Global Natgas

    Critical talks got underway last week, in one of the most important areas on the planet for natural gas development.British Columbia, Canada.The province has been the epicentre of a lot of planning recently for mega-projects in liquefied natural gas (LNG). With the big driver here being the ease of shipping natgas from Canada's west coast to key markets in Asia.But up until now project plans here have remained purely theoretical. With no developer yet taking a final investment decision on the billions in capex required to build an LNG terminal and associated infrastructure.And the big reason is taxes.Related: How do…

  • The U.S. Government Is Warning on Platinum Mining Here

    Platinum prices have broken down the last few months. Falling to $1,300 per ounce--the lowest level the market has seen since 2009.But even as investors are dropping the metal, some key players are watching the platinum market closely.Including the U.S. government.At least that was the message from local press in one of the world's major platinum-producing nations: Zimbabwe. Where America has reportedly been putting on pressure for the country to abandon ambitious plans to expand platinum output.Related: Russia Bids $3 Billion To Control This MetalAccording to Zimbabwe's largest newspaper, The Herald, the U.S. government recently sent official communications asking the…

  • These Key Exports Could Fall 20% This Month

    There are exactly two things that resource investors should be watching right now in the coal space.The first is India. And its phenomenal growth in thermal coal imports–which appear to be accelerating the last few weeks (imports in August were just announced up 12% year-on-year).The other is Indonesia’s coal exports. With this being the only place on Earth that’s been able to expand coal supply significantly the last few years. Helping to keep a lid on prices globally.Related: Analysts Say India's Coal Imports Are About to ExplodeAnd last week we got one of the most important data points yet on…

  • Is This Cornerstone Producer Giving Up on Natgas?

    A very unusual transaction in the petroleum space this week. Showing that some of the biggest natural gas backers in North America may finally be throwing in the towel on this beaten-up commodity.The move comes from Canadian producer Encana. A cornerstone player in the North American natural gas sector--who is apparently looking to oil for its corporate growth going forward.The company took a big step toward crude this week. Making a takeover bid for U.S.-based Athlon Energy--a big player in one of the largest oil plays going in America.Related: America’s Big Bet On Natural Gas And Big Short On CoalEncana…

  • We Haven't Seen This in Uranium For Years

    A subtle, but very encouraging event happened in the uranium space this week.One that most investors missed completely. But which could signal better days coming for this long-struggling sector.That's a joint venture deal for uranium exploration. Struck by one of the world's biggest players in the industry: France's Areva.The deal comes in Australia. Where junior uranium firm Toro Energy announced earlier this week that Areva will farm into a large package of exploration lands as an investor and potential partner.Related: Three Things To Know About The India-Australia Uranium DealUnder the agreement with Toro, Areva will spend A$500,000 in order to…

  • South America: The World's Next Unconventional Frontier?

    Important data point from Colombia last week. Where it appears the country is on the verge of some big changes in its oil and gas sector.Specifically, the increased use of hydraulic fracturing, or fracking. Which could change the face of petroleum production here.Colombia’s state oil firm Ecopetrol said that it plans to pursue licenses for fracking completions at its projects across the country. The firm is currently the largest petroleum producer in Colombia.Related: Soros Signals Argentina’s Shale is Biggest Place to BeThe company’s decision to pursue fracking comes after a law was introduced in March to allow for such unconventional…

  • This Major Investor Says It's Time to Buy Mining

    The mining sector got a big vote of confidence this week. From a high-profile backer.At least in one part of the world.That's Australia. Where $7.9 billion private equity firm Denham Capital said it is launching a venture solely aimed at helping struggling firms in the minerals sector.Denham will devote $200 million to the new vehicle. And then put that cash to work turning around under-performing assets in the mining world.Related: Australian PM Abbot Rolls Out Welcome Mat For Mining Industry"It will be focused on improving and restoring the profitability of assets," Denham's managing director Bert Koth told local press.Denham didn't…

  • Analysts Say India's Coal Imports Are About to Explode

    We're finally seeing the first projections on India's surging thermal coal demand. And the emerging numbers are massive.As I've discussed, India's coal sector is in crisis. With stalling domestic production leading to rolling blackouts of late--as many of the country's coal-fired power plants struggle to find supply.As of September 23, a full 35% of the country's coal-powered plants were running at "super-critical" coal supply levels. With less than 4 days of inventory on hand.Related: Supreme Court Ruling Deals Blow To Indian Coal SectorAnd according to a few high-profile analysts this week, that's going to lead to a big jump in…