Dave is Managing Geologist of the Pierce Points Daily E-Letter.
The liquefied natural gas (LNG) market is returning to life. With prices in the critical Asia market stabilizing, on the back of news that China’s…
Further to the second-last item above, the death of South African gold mining has been one of the biggest stories you never read about. Investors…
It’s reserves reporting season in the oil and gas business. And one of the world’s biggest plays saw some major casualties this week as new…
One of the most striking stories in mining the last decade has been the decline of South Africa. With that nation going from world’s top…
I talked yesterday about prime oil and gas assets coming for sale in Asia. And some new data this week shows it’s not just that…
Back from a great trip through Asia. Where one oil and gas contact told me how profits are surging — with Spanish major Repsol recently…
All eyes in the copper world have been on stoppages at the Escondida, Chile and Grasberg, Indonesia mega-mines this past week. But elsewhere, other concerning…
The liquefied natural gas (LNG) sector is seeing a lot of activity. Spurred by prices in the key Japanese market hitting a two-year high in…
It’s a big day for copper. With workers at Escondida, Chile — the world’s largest mine – having signaled they intend to start strike action…
Coal continues to be one of the strongest stories in the commodities sector. With news emerging this week that the world’s leading producer Coal India…
Some very important developments in this oil and gas sector this week. From a place that’s becoming a big mover in global petroleum markets: India.…
Much of this week's resource news was driven by politics. The biggest development being the Philippines' mine ban, with protectionist moves in U.S. oil and…
I’ve been writing the last few weeks about brewing problems at the world’s largest copper mine: BHP Billiton’s Escondida operation in Chile. And this week,…
Definitely a theme in the news this week: the continued resource dominance of China. Despite all the concerns the last couple of years about a…
One of the most-watched happenings in the global mining sector came to a head yesterday. As the government of major mining center the Philippines unveiled…
I’ve been discussing the return of big oil and gas M&A the last several weeks. And yesterday we got more confirmation it’s “money on” right…
India’s government wants more local gold. This week directing state-run Minerals Exploration Corp. to assess remaining reserves at the historic Kolar Gold Fields district —…
Donald Trump’s first week in office as U.S. president has brought major upheaval. And it looks like the new leader could be about to cause…
More warning signs emerging this week in the world’s top-producing platinum nation, South Africa. Where it appears the depressed state of industry is endangering the…
Oil prices have been struggling to rise beyond the low $50s per barrel. Not helped by news this week that Libya’s production has hit a…