Dave Forest

Latest articles from Dave

• They Say This Is The Next Nation For Shale

  Published 24 January 2014 | viewed 6,644 times

  One of the biggest questions in the resource business has been: where in the world will shale gas and oil catch on next?One group of…

• This Is A New Target For These Oil Heavyweights

  Published 22 January 2014 | viewed 3,586 times

  I wrote last week about how India is trying to attract outside investment to its hydrocarbon sector.Reports suggest this may be a two-way street.India's Ministry…

• Demand For This Commodity Just Doubled in Tokyo

  Published 17 January 2014 | viewed 3,843 times

  Interesting that this week one gets the sense the mood has turned a little for coal. With a number of positive articles coming from major…

• This Country's Collapse Is Making It More Attractive

  Published 17 January 2014 | viewed 4,540 times

  Commodities are notoriously cyclical. There's a saying that when things look awful in a sector, the industry is getting ready to turn to the good.The…

• They're Studying This No-Go Oil Zone

  Published 14 January 2014 | viewed 5,286 times

  The last few years have seen the opening of several new oil and gas exploration areas globally. But the next new play might come from…

• Indonesia Boosts A Couple of Base Metals

  Published 13 January 2014 | viewed 3,335 times

  For those of you following the Indonesian mineral export saga lately, it looks like we have a final resolution. Sort of.Reports over the weekend are…

• Flying Robots Could Change The Resource Business (Seriously)

  Published 10 January 2014 | viewed 7,487 times

  I usually avoid commenting on new technology.Over the years I've learned a simple lesson. Even the people who are expert in start-up tech usually don't…

• This Unknown Company Is The Biggest Oil Developer Here

  Published 08 January 2014 | viewed 5,648 times

  I wrote a few months ago about some key changes in one of the world's oldest offshore plays: the U.S. Gulf of Mexico.There's been a…

• Is This Major Coal Source Gone Until March?

  Published 07 January 2014 | viewed 4,135 times

  Supply may be tightening more than expected in the thermal coal market. At least for the next few months.That's because authorities have issued a surprise…

• Is This Another Step In the Offshore Revolution?

  Published 02 January 2014 | viewed 5,798 times

  No sector of the resource world is changing more quickly than offshore oil. The last decade has seen a quantum leap in drilling techniques and…

• These Closed-Door Deals Look Good For Coal

  Published 30 December 2013 | viewed 4,354 times

  More evidence is emerging that thermal coal prices have bottomed. Some of the world's largest coal buyers and sellers are coming out of high-profile negotiations…

• This Court Ruling Could Raise Natural Gas Prices

  Published 23 December 2013 | viewed 9,750 times

  We saw a landmark decision last week in U.S. courts.One that could become the biggest new driver for North American natural gas prices.The decision came…

• Exxon Makes a Move We Haven't Seen in 40 Years

  Published 20 December 2013 | viewed 5,687 times

  The energy major is pushing for exports of American oil to markets overseas.Reports surfaced last week that Exxon is encouraging U.S. regulators to relax an…

• This "Lonely" Resource Sector Is Getting More Attractive

  Published 19 December 2013 | viewed 5,532 times

  A great investor friend of mine once described very succinctly how to ensure you are always the smartest person in the room.Find an empty room.Such…

• Are These Two Sales A Sign of an Oil and Gas Opportunity?

  Published 18 December 2013 | viewed 4,340 times

  A couple of interesting events the last few weeks from the established oil basins of the North Sea.It appears that a number of high-profile E&Ps…

• They're Predicting a 710% Rise in Prices Here

  Published 16 December 2013 | viewed 5,231 times

  The next big boom in commodities might not be copper, gold, or even oil.It could be a more obscure market. Natural gas liquids, or NGLs.I…

• This Major Natgas Development Is Moving Quickly

  Published 13 December 2013 | viewed 4,097 times

  I wrote a few weeks back about U.S. exports of natural gas to Mexico. And how they could be the major driver pushing North American…

• Another Strong Datapoint For Coal

  Published 11 December 2013 | viewed 5,679 times

  I wrote last week about India's incredible thermal coal imports.The roll keeps coming in this space.Indian ship broker Interocean reported late last week that imports…

• Here's An Official Vote For Nuclear

  Published 10 December 2013 | viewed 3,779 times

  Nuclear power hasn't been popular of late.Most news globally has been about governments strategically moving away from atomic energy. Shutting down reactors in favour of…

• A Powerhouse Decides to Cripple Its Mining Industry

  Published 09 December 2013 | viewed 4,260 times

  This may be one of the most significant mining stories of 2014. The grinding down of mineral production from world-leading supplier Indonesia.Loss of output from…