Dave Forest

Latest articles from Dave

• How to Make Volatility Your Friend

  Published 06 July 2010 | viewed 3,654 times

  We're living in an age of commodities volatility. The last ten years have seen a number of big price swings for many natural resources. Uranium…

• The T-Bill Mystery Solved?

  Published 02 July 2010 | viewed 4,639 times

  I mentioned a couple of weeks ago about some odd happenings in the T-Bill market. Between June 1 and 14, yields on the four-week Treasury…

• Is Japan Next for Geothermal?

  Published 01 July 2010 | viewed 8,698 times

  Geothermal giant Ormat announced this week it's going to Japan. Ormat signed a cooperation agreement with Japanese construction conglomerate JFE Engineering. The deal calls for…

• The Informational Advantage - What do you Know that Other People Don’t

  Published 29 June 2010 | viewed 14,999 times

  Bank of Japan Deputy Governor Kiyohiko Nishimura discusses "informational advantage" this week at the Lujiazui Forum on economics and finance in Shanghai: "In my understanding,…

• Coal Stocks Could be in for a Big Move

  Published 28 June 2010 | viewed 6,778 times

  Despite all of today's carbon concerns, the world still largely runs on coal. In fact, according to BP's recently-released annual energy review, coal's share of…

• Why 12 is a Scary Number

  Published 25 June 2010 | viewed 7,732 times

  $12 billion is 1.1% of $1.127 trillion. These are important numbers. And the gap between them is even more critical. According to testimony by U.S.…

• Where's the Great Treasuries Collapse?

  Published 24 June 2010 | viewed 3,523 times

  Despite all the talk that foreigners (China, Japan, et al.) will flee U.S. government bonds, the market remains stubbornly buoyant. Last week we got the…

• Investment Bankers Excited About Aluminum

  Published 23 June 2010 | viewed 5,761 times

  Reports from Harbor Intelligence's aluminum outlook conference in Chicago this week suggest that Credit Suisse and Glencore are close to the launch of an exchange-trade…

• Power to the People: The Dash for Gas

  Published 23 June 2010 | viewed 7,061 times

  Sometimes pictures really are as valuable as the old saying suggests. Going through my e-pile this week, I was struck by the image below from…

• China’s Oil Shipping Fears Could Present an Opportunity for Energy Investors

  Published 21 June 2010 | viewed 14,124 times

  China is a force to be reckoned with in the international oil market. It is today the world's second-largest oil consumer, after the mighty U.S. And…

• The Value of Zeros and Ones

  Published 18 June 2010 | viewed 11,231 times

  Good paper this month in the International Journal of Coal Geology on global trends in coal bed methane (CBM) drilling. CBM has been a success…

• What's the T-Bill Market Saying?

  Published 17 June 2010 | viewed 4,178 times

  There have been some odd happenings in the T-Bill space recently.Security yields can tell you a lot about what's happening in a market. And sometimes,…

• Why Uranium Will Make Someone Rich

  Published 16 June 2010 | viewed 37,522 times

  Uranium is a very unusual sector. For one, it's small. So small, that at one point in history top-producing nations like Canada and France tried…

• Geothermal Elbowing its Way into the Mainstream

  Published 14 June 2010 | viewed 14,140 times

  As I've mentioned a few times, geothermal looks to be approaching a rolling boil. A few more positive indicators on the sector presented themselves over…

• China’s exports Jump in May - But it’s Not All Good News

  Published 11 June 2010 | viewed 6,301 times

  The good news, apparently, is that Chinese exports are up. Bloomberg reported this week that a rally in oil and metals prices was triggered by…

• Great Divide Developing in U.S. Natural Gas

  Published 09 June 2010 | viewed 10,078 times

  Bentek Energy managing director Rusty Braziel sees a great divide developing in U.S. natural gas. Bentek are one of the leaders in tracking and analyzing…

• Natural gas Producers Focus Shifting to Wet Gas

  Published 05 June 2010 | viewed 9,881 times

  The divergence between oil and gas prices in Canada and the U.S. has reached epic proportions. Currently the oil-to-gas price ratio sits around 15. Up…

• The Problem With Chinese Shale Gas

  Published 04 June 2010 | viewed 6,182 times

  I mentioned last week that the Asian gas market is in flux. Prices are changing to account for the dynamic supply-demand balance in the region.…

• Shipping Rates Continuing to Soar – Could the Chinese be Starting to Unload their Metal Stockpiles

  Published 03 June 2010 | viewed 6,136 times

  There definitely appears to be something going on with global bulk shipping. I mentioned last week that shipping rates (as measured by the Baltic Dry…

• Will Iridium be the Best-Performing Commodity of 2010

  Published 02 June 2010 | viewed 11,178 times

  Unless you're a chemist or paleontologist, you've quite possibly never heard of iridium. The metal is one of the "little brothers" amongst the platinum group…