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Finance / Investing & Trading Reports

Investing & Trading Reports
  • Shale's "Ground Zero" Moves To Ban Drilling

    A big part of investing success is seeing critical events emerging. The kind of "dark horses" that can change a sector or an industry--sending things in a completely unexpected direction.We're seeing such happenings right now in the U.S. unconventional oil and gas sector.Namely, a grassroots backlash against fracking. The drilling technique that's been largely responsible for the shale production boom the last few years.Last week, Pennsylvania courts once again upheld the right of individual municipalities to set their own fracking rules. Meaning cities and towns are now able to impose fracking bans--regardless of laws set by the pro-shale state government.And…

  • Are These Unloved Assets Today's Best Value In Oil?

    I've been looking at potential acquisitions of oil projects this week. And there are something interesting patterns emerging across the sector.Investors in the space today want one thing: America. With buyers seeking exposure to "hot" unconventional plays like the Bakken, Marcellus and Eagle Ford.But all that attention is driving up prices. Meaning that getting into this room is becoming ever-more expensive--raising the bar for performance needed to generate acceptable returns on drilling dollars.Amid that environment, it's interesting to see what's happening in other parts of the world. With news yesterday suggesting that international oil assets could be getting very cheap.That's…

  • The Year's Best Uranium News (So Far)

    The uranium market has been looking for something to cheer about lately. And this week finally got some positive news--from a place that's long been a drag on the sector.That's Japan. Where reports are emerging that the first idled nuclear reactors may be nearing a restart.Bloomberg reported this week that Japan's Nuclear Regulation Authority has taken the first steps toward rebooting two reactors. Both of them part of the Sendai facility run by Kyushu Electric Power Company on the country's southernmost island. These regulators have reportedly finished safety checks at Sendai's two reactors. Finding no outstanding problems with the equipment…

  • Here's A Critical Policy You Haven't Heard About

    One of the biggest drivers of metals markets lately has been governments.Policy changes in some of the world's largest mineral-producing nations have created big moves in prices. Such as Indonesia's ban on unprocessed exports causing nickel to jump as much as 50% since January. Or India's heavy gold taxes weighing on that market.And last week we got news of one more shift that could have big effects. Although this critical change got almost no press globally.The metal is aluminum, and the government is once again India--the world's fifth-largest producer of the aluminum ore bauxite.And the policy move is aimed at…

  • Coal Investors Need to See This Chart

    Sentiment in the thermal coal market is nearly as poor as it gets right now.The mood has been further dampened this week by price cutting from Chinese coal producers. With sellers slashing prices in an attempt to clear out inventory.That's led to an almost complete loss of appetite for imports into China. With buyers simply adopting a "wait and see" posture--looking for domestic supplies to get even cheaper.But amid all the negativity, the data shows that the fundamentals for the global market are still strong. Driven by major supply issues looming in one part of the world: India.Data released this…

  • Are These New Rules A Lift For Uranium?

    We've seen a number of countries pushing to re-do their exploration rules lately. And last week news emerged of changes afoot in one more spot--which may have some big implications for at least one commodity.The place is the West African nation of Gabon. Where the government is reportedly aiming to having a new exploration regime in place by the end of the year.Officials from Gabon's state mining company Société Équatoriale des Mines told Mining Weekly last week that the rule change is designed to attract new investors to the local sector. By making it easier to explore for new deposits,…

  • This Top Oil Producer Hits a 6-Year Export Low

    There's been a lot of uncertainty in global crude markets the last several weeks.On the one hand, we've seen supply gradually coming back online in places like Libya. On the other, significant output has been threatened by growing violence in Iraq.The supply worries caused West Texas Intermediate front-month futures prices to rise as high as $107 per barrel in June. Their highest level since September 2013. But then moderate, having this week fallen back to near $103.But now we can add one more wrinkle to this mix: Russia.Reports this week from Russian Energy Ministry division CDU-TEK show that this petro-power…

  • Is This Disappointing News Showing Gold's Strength?

    I usually try not to report on the same commodity two days in a row. But as per yesterday's note, key events in the gold market last night are revealing some critical insights into this sector.The main event was of course India's new budget. Which had been widely expected to include a cut in gold import duties--perhaps to as low as 6%, from the current rate of 10%.But that failed to materialize. With India's new government instead choosing to keep import taxes unchanged at 10%. Officials also failed to deliver any reforms to the so-called "80:20 rule". Which places further…

  • Two Critical Gold Events Around The World

    Two potentially big stories for gold are unfolding right now. In disparate parts of the globe.First in terms of gold supply. In the world's fifth-largest bullion producer: Peru.Reports late last week from the Peruvian government show another notable decline in monthly gold output. With production for May falling 24.6% compared to the year-ago period. Equating to a loss of over 111,000 ounces for the month.The drop in output continues a trend we saw the previous month. With April production figures down by over 116,000 ounces--or 26%--compared to April 2013.This appears to confirm a trend toward declining output from this critical…

  • This Major Copper Producer's Problems Are Solved

    Or at least, so it appears. Potentially bringing to a close one of the most dramatic sagas recently in global resource markets.The company is Freeport-McMoRan. And the problems are in Indonesia--where the firm has been fighting a government ban on the export of copper concentrate.Indonesian officials had officially outlawed shipments of non-ungraded copper as of January. Attempting to force miners to build smelters in-country, in order to create value-added metals products here.But news yesterday suggests that Freeport will soon get some relief from these rules. With government officials publicly announcing that they have reached an agreement with Freeport--covering a complete…