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Finance / Investing & Trading Reports

An Unexpected Oil Player Emerges in Canada

Jun 19, 2014 at 08:44 | Dave Forest

Unusual rumors in the energy M&A space last week.Namely that the Canadian oil patch may soon get a new partner. One that's coming a long way to be…

This Is The Newest Thing in Platinum

Jun 17, 2014 at 08:45 | Dave Forest

I haven't written much about one of the biggest events going on in mining right now.The protracted strikes that have crippled South Africa's platinum sector.Mostly because…

A New Resource District is Being Born Here

Jun 17, 2014 at 08:37 | Dave Forest

It's a common conception there are no big resource discoveries left to be had.And certainly not entirely new resource-rich districts.But news from one emerging region the…

Is A "China Rebound" Coming For This Metal?

Jun 12, 2014 at 08:53 | Dave Forest

There's no doubt that China has been the biggest story in commodities over the past decade.Chinese demand has driven prices for everything from copper to coal to kaolin.…

Crude Energy Leading the Way in the "New Bakken"

Jun 11, 2014 at 10:13 | James Burgess

The tight oil boom in the United States is a well-worn story, and it is difficult to find oil and gas companies that have huge growth prospects but are not…

Here's This Year's Biggest Loss of Oil Supply

Jun 11, 2014 at 08:43 | Dave Forest

There's been a lot of debate lately about the future of oil prices. With a steady chorus of observers suggesting that crude must fall--as indicated by backwardation in futures curves…

The World's #2 Uranium Mine Starts Producing

Jun 10, 2014 at 08:56 | Dave Forest

The line on China has always been: companies here are primarily concerned with securing supplies of valuable commodities. With revenues and profits coming second.That certainly appears to be…

We Just Got 3 Signs of A Turnaround In Coal

Jun 09, 2014 at 08:45 | Dave Forest

It seems to be the darkest hour in the thermal coal market right now.Prices in key markets like Australia have dipped to multi-year lows. With benchmark Newcastle coal…

This U.S. Energy Export Will Gain Over 100%

Jun 06, 2014 at 08:43 | Dave Forest

I wrote earlier in the week about new rules for permitting of LNG export projects. And how this may make growth in U.S. LNG supply more difficult going forward.

This Major Copper Mine Is Shutting Down

Jun 05, 2014 at 08:47 | Dave Forest

We've heard a lot lately about mines closing. Mostly in down-trodden commodities such as gold, zinc and uranium.But we got news this week of a shutdown for a…

The First Positive Gold News Here For Years

Jun 04, 2014 at 08:41 | Dave Forest

Finally, some good news.That's in reference to one of the key gold markets on the planet: India. Where there hasn't been a lot for bullion investors to cheer…

Which of These 2 Energy Events is Most Critical?

Jun 03, 2014 at 08:48 | Dave Forest

The most widely-followed news of the week has been Obama's big move against coal.As reports have it, the president has mandated the U.S. Environmental Protection Agency (EPA) to…

Here's An Unexpected Jump in Base Metals Prices

Jun 02, 2014 at 09:15 | Dave Forest

There's been increasing uncertainty in base metals markets lately.Zinc may be headed for under-supply as key mines globally shut down. Copper demand in China has been somewhat erratic…

This Gold Miner Is Selling Its First Uranium

May 30, 2014 at 10:01 | Dave Forest

I've been writing about uranium mine closures and project delays lately. With low prices for that metal making it difficult for developers to get any new supply off the ground.

Record Exports For A Forgotten Petroleum Power

May 29, 2014 at 09:10 | Dave Forest

It's amazing how fast we forget things.And one important country has been particularly absent from the minds of petroleum observers the last few years. A nation that has…

The World's Biggest Energy Project Moves Forward

May 28, 2014 at 09:08 | Dave Forest

I wrote last week about U.S. liquefied natural gas (LNG) projects. And how falling gas prices in markets like Asia may make them more difficult to develop.Another headwind…

Yet Another Key Uranium Mine Gone

May 27, 2014 at 08:43 | Dave Forest

The news on uranium mine closures seems to be coming regularly now.Last week, I wrote about major producer Cameco delaying its Millennium mine in Saskatchewan. And this week…

Are These Signs of Coal's New World Order?

May 23, 2014 at 10:34 | Dave Forest

A few interesting data points from different parts of the world in coal this week. Which could be signalling a big change underway in global production patterns.First stop:…

This Year's Most Important Gold News

May 22, 2014 at 08:58 | Dave Forest

I know I've used this headline before. I'm hoping that last time was in 2013.But there's little doubt that the developments that emerged yesterday are key to the…

Wrong Time For This Natgas Project?

May 21, 2014 at 08:47 | Dave Forest

Some high-profile news last week from one of the most-watched corners of the petroleum world.That's U.S. liquefied natural gas (LNG) exports. Where a new project has been given…

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