The World Bank forecasts slower…
Manufacturing surveys indicate stagnant growth…
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…
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…
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…
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.…
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…
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 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…
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…
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.
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…
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…
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…
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…
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.
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…
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…
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…
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:…
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…
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…