Finance / Investing & Trading Reports

Jul 21, 2014 at 08:53 | Dave Forest

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.

Jul 18, 2014 at 08:54 | Dave Forest

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:…

Jul 17, 2014 at 08:46 | Dave Forest

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.

Jul 16, 2014 at 08:48 | Dave Forest

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…

Jul 15, 2014 at 08:51 | Dave Forest

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…

Jul 14, 2014 at 08:45 | Dave Forest

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…

Jul 11, 2014 at 08:39 | Dave Forest

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.…

Jul 10, 2014 at 08:46 | Dave Forest

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…

Jul 09, 2014 at 09:08 | Dave Forest

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.

Jul 08, 2014 at 08:43 | Dave Forest

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…

Jul 07, 2014 at 08:56 | Dave Forest

I've talked a lot about U.S. shale drilling--and its effect on specialty chemicals markets.We've seen a major impact lately in sectors like natural gas liquids. Where surging U.S.…

Jul 04, 2014 at 08:44 | Dave Forest

I've called it the "asset shuffle". A changing of the guard in one of the most storied oil and gas plays in America.That's the shallow-water Gulf of Mexico…

Jul 02, 2014 at 08:49 | Dave Forest

They may be out of the World Cup. But when it comes to copper, Chile is still the center of the universe.Especially state-run producer Codelco, the world's largest…

Jul 01, 2014 at 15:15 | Editorial Dept

The latest infographic from Crude Energy shows the road the US has paved on the way to potential independence from foreign oil and natural gas.Because of hydraulic fracturing…

Jul 01, 2014 at 08:46 | Dave Forest

"Crisis" may be a little hyperbolic. But shale production of oil and gas in America suddenly got a lot riskier this week.That's because of a landmark decision from…

Jun 27, 2014 at 08:49 | Dave Forest

A lot of press this week about a "lifting" of the crude oil export ban in the U.S.The buzz was prompted by news that the U.S. Commerce Department…

Jun 26, 2014 at 09:04 | Dave Forest

A bit of an "out of right field" development in the coal market yesterday. With potentially big implications for global supply and pricing.The news came from critical thermal…

Jun 24, 2014 at 08:48 | Dave Forest

There's been a considerable "cooling" in the China commodities story of late.It used to be that the country was considered the main driver of metals and energy markets.…

Jun 23, 2014 at 08:47 | Dave Forest

It's no secret the coal market is depressed.Prices for thermal coal have fallen 50% from their five-year highs. Stock valuations for producers have tumbled--some by as much as…

Jun 20, 2014 at 08:46 | Dave Forest

Usually political turmoil is a showstopper for investment. When governments crumble, the resulting uncertainty sends stock buyers and debt financiers heading for the hills.But one nation bucked that…