The world's economic myths, especially…
The World Bank forecasts slower…
Falling oil prices have been one of the biggest news items in commodities markets lately.West Texas Intermediate crude has plunged from near $110 per barrel as recently as…
Short but potentially critical item for the gold sector: the collapse of the government of Burkina Faso.The West African nation dissolved its parliament yesterday. Following violent protests in…
We saw an interesting confluence of announcements the last two weeks. With a number of countries announcing potentially important reforms on licensing and permitting of resource projects.These are…
A major trend the last decade has been state-run firms investing directly in natural resource projects. With big companies from places like China, Japan, India and Korea stepping up to…
Things have changed a lot in the gold market--in a very short period of time.And news this week suggests that further structural changes are coming to the market.…
Very significant news emerging this week for the gold market.From one of the biggest consuming nations on the planet.That’s India. Where reports from local press suggest…
Utah is home to more than half of America’s known oil sands, but getting it out of the ground requires an unusual twist in the technology flow: This time we’re…
One of North America’s older, more mature plays, the Rocky Mountain’s Piceance Basin doesn’t get the same media attention as the newcomers, but there is a beast under the boulders…
Sometimes a ho-hum resource destination can go to a superstar overnight.Often driven by changes in local prices.That may be the case in one of the world’s…
One of the biggest trends going in mining has been less exploration.Especially from major firms, who are cutting costs in the face of lower metals prices.But…
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…
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.
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…
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…
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…
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…
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…
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…
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…
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…