Insider Secrets

Insider Secrets

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

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Metals / Commodities

  • Major Shift In Asian Commodity Demand Already Underway

    The story of commodities in the new millennium so far has largely been driven by China. For over fifteen years, rapid Chinese growth and industrialization brought a tremendous amount of demand for fossil fuels and metals around the globe. However, as China’s growth has declined slowly but steadily, demand for commodities has also waned, with enormous ramifications for commodity producers. Firms like Caterpillar, Joy Global, and Terex have seen demand for their machinery decline. Fertilizer companies like Mosaic and Potash have felt the sting of both cartel breakdowns and the Chinese slowdown. Ocean-going freight firms have seen dry bulk prices…

  • Key Points For Investing In Global Mining Sector

    It is probably not news to most investors that the global mining industry is in trouble at this point. The Chinese, long one of the biggest buyers of mined commodities, are awash in steel, local debt, and ghost cities. With neither India nor Brazil ready yet to assume the mantle of emerging market growth engine, this leaves the mining industry up the proverbial creek without a paddle. Adding to this dilemma, there is considerable and increasing pressure on the coal industry due to both decline in oil prices and concerns over the environment. Put these two trends together, and its…

  • $50 Billion Mega Project Could Change South America Forever

    Infrastructure is a critical part of mining -- often making the difference between profitable and pitiful projects.And in that respect, one part of the world got a lot more interesting late last week: South America.Particularly Brazil and Peru, which are set to get a major new rail corridor. Thanks to a massive investment from China, one of the world's most resource-hungry nations.The BBC reported that Chinese and Brazilian interests will construct a rail line running across the continent -- all the way from Brazil's Atlantic coast to Peru's Pacific waters.Related: Canadian LNG Export Future Delayed, But Not Dead YetThe project will…

  • How China Threw Its Rare Earths Monopoly Away

    Rare earth elements (REEs) are a group of seventeen elements with exotic names like neodymium and yttrium that are key ingredients in many high-tech products, many important for national defense. Imagine the consternation of Western officials when they woke up one morning in September 2010 to learn that China held a near-monopoly in the production of these vital materials. In retaliation for the collision of a Chinese fishing boat with a Japanese Coast Guard vessel near a group of disputed islands in the East China Sea, China threatened an embargo. Prices of REEs soared. How did China become the world’s…

  • Here's A New $1 Billion Funding Source For Mining Projects

    Finding project funds is becoming a bigger and bigger issue in the resource space. But developers in the mining sector just got some good news on an innovative new source of capital. That’s the Capital Mines Hydrocarbures fund. A C$1 billion purse being put forward by the government of one of the world’s top mining jurisdictions—the Canadian province of Quebec. Quebec’s Economy Minister said last week that the fund is now close to being ready to launch. With C$200 million already put aside—and another C$800 million in follow-on funding being prepared.Related: Is Saudi Arabia Setting The World Up For Major Oil…

  • Latest $269 Million DOE Loan Causes Major Controversy

     No doubt smarting from criticism about its lack of success in picking winners in alternative energy vehicles, the Department of Energy has given initial approval for a $269 million loan to a proven winner – Alcoa’s high-strength aluminum to make vehicles lighter and more fuel efficient. The loan in fact covers the costs for new factory capacity at Alcoa’s Tennessee plant, which the company announced nearly two years ago and which is due for completion in mid-2015. Related: What’s Really Behind The U.S Crude Oil Build It was the first loan in DOE’s Advanced Technology Vehicles Manufacturing program in four years…

  • Mick Davis has now almost $5 billion to build new mining empire

    A few pounds less and some billions more, "Mick the Miner," is ready to go on a buying spree.After losing out in the Glencore (LON:GLEN) takeover last year, former Xstrata chief executive Mick Davis has been staging a comeback and by now he’s got $4.8 billion from investors to spend doing what he likes the most: buying assets to eventually turn his X2 Resources into a midsize metal and mining group."With almost $5bn in equity and access to significant additional debt funding, X2 Resources is uniquely positioned and we are currently reviewing a number of opportunities in the metals and…

  • Mining Sector To Experience Major Investment Over Coming Months

    Countercyclical investors sitting on $8 billion unspent funds have been waiting for clear signs of a market bottom. The wait may well be over.The mining M&A market is not exactly in robust health at the moment.Mining and metals deal values during the first half of this year tanked 69% to $16.7 billion, deal volumes are down 34% and nearly 9 out of every ten agreements were valued at less than $50m according to the latest Ernst & Young market barometer.One reason for the slackness, the consulting firm notes, is that "the much anticipated influx of substantial capital from new mining-focused…

  • This Critical Uranium Shutdown is Going Ahead

    A brief news item yesterday may be one of the most important happenings in commodities for years.The coming shutdown of one of the largest uranium mines on the planet.I noted a few weeks back that workers at Cameco's McArthur River uranium mine in northern Canada were contemplating labour action. And yesterday that threat came to fruition--with the major uranium company announcing that mineworkers' unions have authorized a full strike.It appears this action is going to bring McArthur River to a complete standstill. With Cameco saying it is now initiating shutdown activities at the mine, and the associated Key Lake uranium…

  • How to Play the Uranium Price Rebound

    When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier.The Energy Report: In your last interview with The Energy…

Martin tiller