In this interview, Jocelyn August explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces.
The coal-to-gas switching that’s plaguing US coal producers hasn’t come into play in most international markets because the price of natural gas is often four to five times higher than in North America.
Further evidence of robust demand from Asia and from China and India in particular was seen in massive Indian gold and silver imports. Figures released overnight showed a surge of 222% in May 2011 compared to May 2010.
The peripatetic Mercenary Geologist explains that even if all under-construction and planned nuclear facilities are suspended, not enough uranium is being mined currently to supply ongoing demand and reveals a number of companies poised to benefit.
Many analysts talk about demand as the driving force for higher commodity prices. While this is true in some cases, it is a lack of supply or production that usually drives the biggest gains in individual commodities. Uranium is a great example.
The Commodity Futures Trading Commission is considering the possibility of issuing position limits on the energy futures market. Here's what the Futures Industry Association had to say about the issue.