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By Martin Hutchinson |
May 23, 2012
Over the last twelve months mining stocks have substantially underperformed the market. When you look more closely at operating numbers, the weakness in commodity shares is easier to explain.
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By Richard (Rick) Mills |
May 9, 2012
Just when we need it the most the mining industry is starting to suffer a massive loss of accumulated wisdom, knowledge and field experience. This loss of experience, when combined with labor shortages, means future mineral output will be constrained.
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By Frank Holmes |
May 4, 2012
Millions of consumers want an iPad and many want a computer, yet, every single person in the world needs global resources. We need companies to grow our food; we need oil, natural gas and coal to fuel our cities.
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By Brian Sylvester |
March 19, 2012
Cleantech companies exploit connections between many sectors of the energy, infrastructure and other industrial markets which the research and consulting firm Kachan & Co. points to as an important mining investment theme for 2012
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By Frank Holmes |
February 3, 2012
The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil’s Outlook for Energy: A View to 2040, which offers insights on what may be in store for the energy sector in coming decades.
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By Jason Simpkins |
December 21, 2011
This was an up-and-down year for oil prices, but don't expect that pattern to repeat in 2012. No, next year, the trajectory for oil prices will be far more linear - and it's pointed up. In fact, we could even see $150 oil by mid-summer.
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By Jack Barnes |
October 25, 2011
You might think you know everything you need to know about Vale SA, but you don't. Now that Vale has full control over its iron ore business, it can look forward to newer ventures. And it has a big-time market in its sights.
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By Richard (Rick) Mills |
August 30, 2011
Today many governments are looking at ways to get more money from miners as companies report record profits - the higher the returns and the higher the profits, the greedier governments become.
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By Jeb Handwerger |
July 26, 2011
Those of us who delve into the markets are referred to politely as investors. That is a Madison Avenue spin on what should in essence be a more accurate description. We are speculators, which is a more precise appellation.
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By Kerri Shannon |
July 22, 2011
US and European debt concerns have triggered some dismal market performances - but there is still one energy sector that's moving up. And that's coal.
