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By Adam English |
July 13, 2012
Other nations are slowly building rare earth elements production, but the real action is on the other side of the supply-and-demand equation. China is now consuming 65% of worldwide output versus just 25% a decade ago.
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By Adam English |
June 14, 2012
Worldwide production of unconventional gas could more than triple between 2010 and 2035. Global gas demand is expected to rise by more than 50% over the same time period. To get to that point, though, fracking needs to be more politically acceptable.
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By Adam English |
June 12, 2012
The bottleneck for worldwide LNG exports is in shipping, and it will take years for shipyards to work through backlogs and fulfill new orders. It is an opportunity we can't afford to overlook.
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By Adam English |
June 5, 2012
Extremely low returns on perceived safe havens like US and German bonds are helping gold. It isn't hard to justify moving back to gold when bonds returns can't even beat inflation.
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By Adam English |
April 27, 2012
Natural gas prices are hitting 10-year lows and the ultra-cheap price is causing problems for drillers... but that is just in America. If you take a look at our Chart of the Day, you'll see where American companies are going to try to unload their surplus.
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By Adam English |
April 17, 2012
Just when you think natural gas companies are getting themselves in order, things get even worse. This time around, it isn't overly aggressive extraction. Nature itself is poised to tear natural gas producers apart.
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By Adam English |
March 8, 2012
Copper prices have climbed 11% so far this year and appear to have consolidated at the 200-day moving average. The increase is widely attributed to optimism that Chinese purchases will pick up in the near future.
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By Adam English |
February 15, 2012
India and China collectively account for roughly 50% of worldwide gold demand. This year for the first time, China is set to overtake India as the biggest consumer of gold. But demand is ramping up in both countries, so it will be a close race for years to come.