How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of traveling the globe, Matt Badiali shares his insights on how to go where no one else wants to be and make a lot of money doing it.
The Chinese State Council has recently raised the country’s solar generating capacity by 67% from the previous targets. India’s plans to make big investments in solar power panels may take the silver photovoltaic (PV) demand to record new heights.
Perhaps it is not terribly surprising to learn that recent silver demand numbers from India have set records. While gold still seems to be the typical precious metal of choice in the United States, silver is clearly making waves abroad.
The solar industry didn't start to show on charts of silver demand until the year 2000, when it consumed approximately one million ounces. Those 31 tonnes were barely a blip on the silver consumption chart. In fact, in comparison to the smallest of the large consumers at the time, which was electronics,it was not even a tenth of their consumption. How has that changed?
Energy is a required core asset with a predictable, hedgeable, and protectable value; little reliance on the “psychology” of the global or local marketplace; an inherent indifference to interest rates or public market sentiment; possessing a natural hedge against inflation; providing favorable tax treatment; and with an uncertain supply and a continually increasing demand.
In this interview, Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan.
A lot of people were knocked out of the gold and silver market because of panic during the last two weeks; they capitulated or sold short near the bottom. Many others exclaimed that the gold age was over. However, I see the rising sun in the morning.