The rebounding global economy has pushed up commodity prices in recent months but, with the exception of gold which has recently hit record highs, most commodities remain below their 2008 peaks. Still, resource demand should continue to improve with the global economy but there are ways to do - and avoid doing - when buying into such investments. Words: 503
Read More »Hess: $140 Oil was NOT an Aberration – It was a Warning!
Once economic growth recovers, it is likely we will return to the market conditions of 2008. The price of $140 per barrel oil was not an aberration; it was a warning. An oil crisis is coming that could prove devastating to future economic growth. Given the long lead times of 5-to-10 years from oil discovery to production, we need to act now to avert this outcome. Words: 862
Read More »New Discoveries Insufficient to Avoid Peak Oil (+2K Views)
The imbalance between oil demand and supply is likely to result in a decade long upward trajectory in energy prices, marked by volatility. The world is going to be running short of oil production in the not too distant future and these new discoveries don’t change that reality. Words: 2032
Read More »Tantalum: How Tantalizing (+2K Views)
From what we know about the many and growing market applications for tantalum, the impending supply shortage of tantalum, the present low price for tantalum and the historic high price tantalum commanded just a few years ago it is evident that the future price of tantalum has no where to go but up – big time! Words: 624
Read More »What is Shale Oil? (+2K Views)
People often say: “You can’t squeeze blood from a stone.” However that’s exactly what shale oil is. An alternative fuel, created by squeezing our planet’s proverbial “Life Blood” out of rock. Words: 1066
Read More »Will Copper Replace Gold as World’s "Most Valuable" Metal? (+4K Views)
I am convinced that we are still relatively early in a secular commodity bull market. In fact, with the modernization of Chindia and numerous other less-developed nations, I expect this bull market will be one for the record books. Fundamental demand coupled with inflation will push resource prices to unimaginable heights. Words: 805
Read More »