Biography
Dave is the Managing Director of the natural resource investment company, Notela Resources
Latest articles from Dave
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Another Nation Goes Coal Critical
India's coal-fired power sector is in trouble. As of yesterday, 30% of Indian coal-fueled plants were at "critical" levels of coal stockpiles. And now India…
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Why Qatar is a Threat to Natural Gas Prices
The world is seeing an unprecedented build-out in liquified natural gas (LNG) capacity. Look at the chart below, from energy advisors Point Carbon. In 2009,…
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India Preps for an Energy Grab
We've heard a lot the last year or two about the race to secure natural resources between Asian nations like China, Japan and Korea. Get…
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The Genius Behind Successful Resource Companies
I've been reviewing several new project opportunities this week, in both minerals and petroleum. It's got me thinking about genius. Good resource companies have some…
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Is China Betting Against a U.S. Housing Recovery
This just might be chart of the year. Chinese buying of U.S. government agency bonds. Data released last week show buying fell off a cliff…
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Natural Gas Producers Squeezed by High Costs and Low Prices
It's hard to believe, but just ten years ago $2/mcf was a pretty good natural gas price. North American gas sold for around that level…
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If You Think Gold is Just a Dollar Thing
There's a lot of speculation these days about the gold price. One of the favorite theories is dollar weakness. The rising gold price is caused…
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Platinum: Good Prices Are Not Enough
Platinum gurus Johnson Matthey published their 2010 Interim Review of the platinum market yesterday. A big event in that part of the mining space. The…
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The Bond Liquidation is On
Big jumps in yields on U.S. Treasury bonds over the past week. Check out the one-year Treasury. Yields are up 30% since November 8. To…
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Natural Gas Opportunities Beckon in Asia
Natural gas is a broken global market. For oil, there's enough import-export capacity worldwide that global prices tend to align closely. In natgas, global markets…
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Another Reason to Keep Watching Asian Coal
I've been saying for awhile that Asian coal is the place to be. Yet another indicator this week. Thai energy major PTT announced a deal…
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Unbelievable Open Interest in Silver on the Tokyo Commodity Exchange
I know I've been harping a lot about this, but the chart just keeps marching unbelievably upward. Over the last two days, open interest jumped…
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What Do China's Aluminum Sales Mean?
China has started (slowly) selling its considerable stockpiles of base metals. The National Development and Reform Commission announced this week it sold just under 96,000…
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Here's an Unexpected Shale Gas Play
Argentina. - U.S. producer Apache said Friday it plans to drill a well by year-end to test shale gas potential in the La Calera field of…
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What Will Cause the Next Crisis?
It's not going to be another Lehman. A failure of a bank or major corporation won't cut it anymore. Governments globally have shown they're willing…
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New Japanese Monetary Policy could Cause Commodity Prices to Rise
It's official. The Bank of Japan today announced specifics for direct purchasing of Japanese exchange traded funds (ETFs) and real estate trusts (J-REITs). As part…
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Where Will the Cash End Up
We're a few hours away from the Federal Reserve's expected announcement of more quantitative easing for America. The general expectation is the Fed will buy…
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Foreigners Buy $117 Billion in Treasuries During August
The U.S. bond market is murky these days. Yields have been plummeting. But some of the action is almost certainly due to the Federal Reserve…
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The Unconventional Gas Red Zone
Great chart from PFC Energy. Presented at an Institute of Energy Economics, Japan seminar last month. The piece shows the "red zones" in global unconventional…
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What Do Katy Perry and Eminem Have in Common?
Answer: both were quoted in the keynote speech last week by U.S. Commodity Futures Trading Commission (CFTC) commissioner Scott O'Malia, at the 13th Annual Energy…
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