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By Scott Wright |
September 30, 2011
The bottom line is the world's largest oil consumer is undergoing a radical shift in long-standing supply trends. The US is seeing its first material imports decline in a quarter century. This is partly due to a once-unfathomable rise in domestic output.
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By George Mack |
June 15, 2011
The successful resource investor who loves energy equities because he can uncover treasures still hidden from the very markets that will later recognize their value and bid them up names some of his current favorite positions.
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By Frank Holmes |
May 26, 2011
China isn't the only emerging country to show big increases in per capita consumption; in fact, the growth in consumption for several other countries far outpaces China.
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By Mark O'Byrne |
May 11, 2011
Gold and silver have extended their recovery and may be headed for the fourth day of gains due to the continuing European sovereign debt crisis, Chinese inflation and the risk that rising commodity prices bring inflation and stagflation.
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By Ilya Spivak, Sumit Roy |
November 15, 2010
While the move was big, such volatility is now par for the course in commodity markets and thus it is too early to tell whether any significant top has been put in. Notably, last Friday's drop took place despite a small decline in the dollar index.
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By Ilya Spivak, Sumit Roy |
August 16, 2010
Just as crude oil took its cues from the renewed focus of financial markets on the slowing of economic growth last week, so did gold, only the metal was a beneficiary.
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By Frank Holmes |
January 25, 2010
The biggest emerging economies have ambitious plans that require a greater share of the world's limited commodities. The resulting disruptions to resource allocations present opportunities to traders.