When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about.
In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient.
When you draw fire from a recognized commentator in the energy field you expect the rebuttal to be logical and more importantly, properly researched. It was then with some surprise that we read Andrew McKillop’s article in yesterday’s edition of The Market Oracle.
As we begin a new year we wanted to take a look at the current energy landscape and see what the future holds for the global economy, America's oil and gas boom, zand whether renewables will continue to be a favorite among investors.
The founder of House Mountain Partners is not only unconcerned with graphite's price softness – he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market.
Just what are critical metals? They are sometimes referred to as "strategic" or "technology" metals, but clear definitions for these terms often prove elusive and routinely depend on to whom you're talking.
Heightened global demand for vanadium, especially from China, is prompting the global steel industry to aggressively seek out new supplies, especially in the US where this 21st century metal is becoming increasingly indispensible.
International coal prices hit $124 per ton this week, the highest levels in five months, as strong demand from reconstruction projects in Japan and reduced supply from flood-ravaged Australia has made coal supply tight.