• 1 day PDVSA Booted From Caribbean Terminal Over Unpaid Bills
  • 1 day Russia Warns Ukraine Against Recovering Oil Off The Coast Of Crimea
  • 2 days Syrian Rebels Relinquish Control Of Major Gas Field
  • 2 days Schlumberger Warns Of Moderating Investment In North America
  • 2 days Oil Prices Set For Weekly Loss As Profit Taking Trumps Mideast Tensions
  • 2 days Energy Regulators Look To Guard Grid From Cyberattacks
  • 2 days Mexico Says OPEC Has Not Approached It For Deal Extension
  • 2 days New Video Game Targets Oil Infrastructure
  • 2 days Shell Restarts Bonny Light Exports
  • 2 days Russia’s Rosneft To Take Majority In Kurdish Oil Pipeline
  • 2 days Iraq Struggles To Replace Damaged Kirkuk Equipment As Output Falls
  • 2 days British Utility Companies Brace For Major Reforms
  • 3 days Montenegro A ‘Sweet Spot’ Of Untapped Oil, Gas In The Adriatic
  • 3 days Rosneft CEO: Rising U.S. Shale A Downside Risk To Oil Prices
  • 3 days Brazil Could Invite More Bids For Unsold Pre-Salt Oil Blocks
  • 3 days OPEC/Non-OPEC Seek Consensus On Deal Before Nov Summit
  • 3 days London Stock Exchange Boss Defends Push To Win Aramco IPO
  • 3 days Rosneft Signs $400M Deal With Kurdistan
  • 3 days Kinder Morgan Warns About Trans Mountain Delays
  • 3 days India, China, U.S., Complain Of Venezuelan Crude Oil Quality Issues
  • 3 days Kurdish Kirkuk-Ceyhan Crude Oil Flows Plunge To 225,000 Bpd
  • 4 days Russia, Saudis Team Up To Boost Fracking Tech
  • 4 days Conflicting News Spurs Doubt On Aramco IPO
  • 4 days Exxon Starts Production At New Refinery In Texas
  • 4 days Iraq Asks BP To Redevelop Kirkuk Oil Fields
  • 5 days Oil Prices Rise After U.S. API Reports Strong Crude Inventory Draw
  • 5 days Oil Gains Spur Growth In Canada’s Oil Cities
  • 5 days China To Take 5% Of Rosneft’s Output In New Deal
  • 5 days UAE Oil Giant Seeks Partnership For Possible IPO
  • 5 days Planting Trees Could Cut Emissions As Much As Quitting Oil
  • 5 days VW Fails To Secure Critical Commodity For EVs
  • 5 days Enbridge Pipeline Expansion Finally Approved
  • 5 days Iraqi Forces Seize Control Of North Oil Co Fields In Kirkuk
  • 5 days OPEC Oil Deal Compliance Falls To 86%
  • 6 days U.S. Oil Production To Increase in November As Rig Count Falls
  • 6 days Gazprom Neft Unhappy With OPEC-Russia Production Cut Deal
  • 6 days Disputed Venezuelan Vote Could Lead To More Sanctions, Clashes
  • 6 days EU Urges U.S. Congress To Protect Iran Nuclear Deal
  • 6 days Oil Rig Explosion In Louisiana Leaves 7 Injured, 1 Still Missing
  • 6 days Aramco Says No Plans To Shelve IPO
Busting The Lithium Bubble Myth

Busting The Lithium Bubble Myth

Lithium demand continues to grow…

World Class Copper Auction Draws Major Interest

World Class Copper Auction Draws Major Interest

Peru’s mega Michiquillay copper is…

Metals

The Misguided Interpretation of Historical Gold Prices

The Misguided Interpretation of Historical Gold Prices

Aug 16, 2010 at 11:13 | Adam Sharp

Gold bears are on the prowl again, having apparently recovered from their 10 year scorching, and it looks like some are launching a new counter-offensive.Exhibit A: The gold chart…

Mis-Judging the Gold Market

Mis-Judging the Gold Market

Aug 12, 2010 at 11:38 | Dave Forest

Gold is so misunderstood. My colleagues and I often joke about how gold is the "all-weather" investment. When the economy is good, pundits claim gold will rise because of inflation.…

Scorched Earth Finance

Scorched Earth Finance

Aug 10, 2010 at 13:11 | Dave Forest

One of my favorite journals is Project Finance. Having recently raised $25 million for a mining project, and now looking at a bigger raise for another, it's a subject I…

The Bull Market in Food Is Only Just Starting

The Bull Market in Food Is Only Just Starting

Aug 09, 2010 at 17:32 | Mad Hedge Fund Trader

I believe that the surge in the price of food we have seen in recent weeks is the beginning of a major, secular, long term trend. During the sixties, new…

I’ll Take Two Lumps, Please

I’ll Take Two Lumps, Please

Aug 09, 2010 at 09:23 | Mad Hedge Fund Trader

It’s just a matter of time before global buying of the grains spills over into the sugar market. A combination of torrential rains in Brazil, the source of 54% of…

The Skinny on Lithium

The Skinny on Lithium

Aug 09, 2010 at 09:16 | Mad Hedge Fund Trader

Long time readers of this letter know that I have been a huge bull on lithium plays, my pick in the sector, Chile’s Sociedad Quimica Y Minera (SQM), bringing in…

Grain Prices Are Spiking Everywhere

Grain Prices Are Spiking Everywhere

Aug 04, 2010 at 09:35 | Mad Hedge Fund Trader

Now the grains are literally on fire. News reports over the weekend of wild fires triggered by historic draught conditions in Russia and the Ukraine, consuming vast swaths of wheat…

Why Water Will Soon Become More Valuable Than Oil

Why Water Will Soon Become More Valuable Than Oil

Jul 30, 2010 at 08:53 | Mad Hedge Fund Trader

If you think that the upcoming energy shortage is going to be bad, it will pale in comparison to the next water crisis, so investment in fresh water infrastructure is…

How the Lizard Brain Kills Exploration Projects

How the Lizard Brain Kills Exploration Projects

Jul 28, 2010 at 14:49 | Dave Forest

Exploration is a complex business. Ore bodies are almost never straight-forward. And in most cases the only information the exploration team has about these complex structures is gained from pencil-thin…

Will Gold Coins Suffer the Fate of the $10,000 Bill?

Will Gold Coins Suffer the Fate of the $10,000 Bill?

Jul 27, 2010 at 04:13 | Mad Hedge Fund Trader

The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill is a new requirement for gold dealers to file Form 1099’s…

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