Reshuffling Lithium Supply
Futurists dating back to Alvin Toffler in the 1970’s and farther have provided investors with places to look for investing opportunities. Toffler’s ground-breaking book Future Shock paved the way for the decade later work of another futurist, John Naisbitt, who coined the now ubiquitous term megatrend. There are numerous definitions of the term but the…
Trump and the gold price
Just before Trump came to power, gold dramatically rose 4% to US$1316 per oz. It soared as gold investors bailed out of stocks world-wide. Trump’s policies, such as imposing tariffs on China and limiting immigration, were reported as reasons to back gold. But then investors reversed course; Trump’s pledge to cut taxes, reduce regulation, and…
Gold production going global
Gold’s price multiplying by over fivefold since 2001 has unleashed an onslaught of exploration all over the globe. Countless mining companies, both old and new, have sought to get their piece of one of the hottest commodities of the 21st century. Many of these miners have gravitated towards jurisdictions known to have rich gold-mining histories. …
A New Lithium War Is About To Begin
It’s the modern gold rush. Around the world, the most sought-after mineral isn’t a precious metal, nor is it oil and gas…it’s lithium. Lithium, or ‘white petroleum’ as some call it, has become a crucial element in today’s high-tech economy. Demand for lithium is soaring, and producers are frantically searching for new sources of supply….
Everyone Is Guessing When It Comes To Oil Prices
Predicting and diagnosing the trajectory of oil prices has become something of a cottage industry in the past year. But along with all of the excess crude flowing from the oil patch, there is also an abundance of market indicators that while important, tend to produce a lot of noise that makes any accurate estimate…
Renewed interest in gold
The gold stocks are almost certainly in the early stages of a major new upleg. Given the widespread apathy and antipathy still plaguing this beaten-down sector, that’s hard for most traders to swallow. But the gold stocks’ performance this year has already been outstanding. And heading into gold’s strong season, their gains should only accelerate. …
Is the LNG Boom on Life Support?
Australian investors in LNG (Liquefied Natural Gas) stocks hoping to cash in on the alleged “golden age of gas” got a little worried when Russian natural gas behemoth Gazprom signed a 30 year deal to pipe gas into China. The deal is valued at around $400 billion and the worry for our LNG exports is…
Energy myths abound – even for Peak Oil believers
Republicans, Democrats, and environmentalists all have favorite energy myths. Even Peak Oil believers have favorite energy myths. The following are a few common mis-beliefs, coming from a variety of energy perspectives. I will start with a recent myth, and then discuss some longer-standing ones. Myth 1. The US has more than enough crude oil for…
A rebound in iron ore prices? Who knows?
By Jason West, Griffith University Forecasting commodity prices is like buying a second hand car. Only the car’s previous owner and perhaps the dealer really know what the car is actually like. In contrast you, the buyer, are an outsider with very limited insight and can only judge the car’s true value by what you…
Where in the world is all the gold?
It wasn’t long ago that global gold-mine production had fallen to alarming lows. In 2008 this bellwether supply source was on the heels of a 5-year 13% decline, offering the markets its lowest output in 12 years. And this precipitous plunge had left folks scratching their heads considering gold demand was on the rise and…
