Dave Forest

Latest articles from Dave

• Mexico Builds Half of a Great Natgas Project

  Published 30 October 2013 | viewed 3,602 times

  There are a couple of bright hopes for U.S. natural gas producers these days.LNG exports are getting a lot of press. But another solution to…

• A Sichuan Knife Fight

  Published 29 October 2013 | viewed 4,014 times

  There's a sense that everything is cheaper in China.But attendees at the Global Unconventional Gas Summit in Beijing this week heard there's one Chinese good…

• The World's Most Inventive Coal Company Charges New Ground

  Published 28 October 2013 | viewed 4,645 times

  The most innovative coal producer in the business is leading the push into one of the world's most important new plays.The company is Sasol. A…

• The "Zinc Index" Turns Bullish

  Published 25 October 2013 | viewed 7,851 times

  The Economist magazine has become well-known for its "recession index". A metric that seeks to predict recessions by measuring how many times the word "recession"…

• China's Back-Door Natural Gas Supply

  Published 24 October 2013 | viewed 9,399 times

  One of the most critical changes in global energy flows we've seen for years happened this week.China inaugurated one of its boldest pipeline projects in…

• Is This Black Sheep the Best Hope for Platinum?

  Published 23 October 2013 | viewed 3,313 times

  The sheep in this case being Zimbabwe.That country's Chamber of Mines said in a report this week that Zim is the brightest hope for global…

• A Resource Superpower on the Verge of Total Failure

  Published 22 October 2013 | viewed 4,482 times

  I had a notable conversation a few months back with a friend regarding doing business in India.He remarked that unlike many places in the world,…

• Here's This Year's Most Important Coal News

  Published 18 October 2013 | viewed 3,956 times

  The India coal boom appears to be right on schedule, according to recent data.India has just completed the first half of its fiscal year, running…

• BP Goes to the Secret Coast

  Published 17 October 2013 | viewed 4,805 times

  We've learned a lot about petroleum basins around the Atlantic the last few years.Most notably the massive oil finds off the east coast of Brazil.…

• This Could Mean Surprise Profits for Natgas Producers

  Published 15 October 2013 | viewed 3,661 times

  One of the less-recognized consequences of the U.S. shale gas boom has been a big jump in production of associated natural gas liquids (NGLs).Leading to…

• A $35 Billion Middle of Nowhere

  Published 14 October 2013 | viewed 4,431 times

  Few investors have heard of Kitimat, Canada. But this town of just over 8,000 people looks to be at the epicentre of a multi-billion dollar…

• Why You Might Want to Buy America's Dirtiest Coal

  Published 11 October 2013 | viewed 5,106 times

  I know I've written a lot about coal this week. There's simply been a lot of "can't miss" items emerging. (Which in itself might an…

• Where Did All This European Crude Go?

  Published 10 October 2013 | viewed 3,815 times

  I'm always interested when I see big changes happening in key statistics.Often the implications aren't immediately apparent when an indicator starts wildly rising or falling.…

• Another Nuclear Setback

  Published 09 October 2013 | viewed 3,376 times

  Japan's beleaguered nuclear sector has yet to re-start any reactors damaged by the Tohoku earthquake.And the country just lost its one remaining operating nuclear plant.The…

• This Mystery Points to Big Changes Afoot for Coal

  Published 08 October 2013 | viewed 4,490 times

  Mysterious news out of South Africa this week.Platts reports that coal stocks at the country's Richards Bay Coal Terminal hit an all-time high in September.…

• Notes From a Copper Frontier

  Published 03 October 2013 | viewed 3,817 times

  Very interesting this week to see copper producer First Quantum going to Serbia.The company announced Tuesday it will earn up to 80% in the Djavolja…

• The Tipping Point for South Africa

  Published 02 October 2013 | viewed 3,481 times

  When things go wrong, usually a raft of big issues initially pile up. But after a critical mass of problems materialize, it's often a seemingly…

• These Guys Won't Stand For U.S. LNG Exports

  Published 01 October 2013 | viewed 3,856 times

  Cheap natural gas has become very popular in America.Especially among power generators, speakers told the Marcellus Shale Coalition's Insight 2013 conference in Philadelphia last week.The…

• This Driving Force Could Change Offshore Oil

  Published 27 September 2013 | viewed 5,351 times

  Royal Dutch Shell is famous for its use of a technique called scenario planning.This is a way of envisioning the future, constructing alternate stories about…

• Making Money Still Matters

  Published 26 September 2013 | viewed 2,193 times

  I wrote yesterday about Asian hunger for foreign mining acquisitions.The energy market provides a study in contrasts for Asia. Where firms once seen as aggressive…