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By Brian Sylvester |
March 21, 2012
The chief investment strategist with Pope & Co., sees particular promise among small-cap gold equities in West Africa. Burkina Faso and Mali offer good topography and stable, democratically elected governments with little interest in economic nationalism.
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By The Mad Hedge Fund Trader |
January 18, 2012
Natural gas has been your worst nightmare of a commodity since its peak at $14 in 2008, then riding on crude's coattails in its infamous run to $149/barrel. Since then, natural gas has cratered 80%, and is down 37% from its 2011 top.
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By Brian Sylvester |
January 2, 2012
The author of the Big Picture Speculator says new technologies offer the industry and investors profitable opportunities as shale gas, shale oil and enhanced oil recovery are true "game changers."
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By Scott Wright |
December 2, 2011
Unlike oil, natural gas is now abundant relative to demand thanks to what's been found in large shale reservoirs underlying the surface. And gas's radically-changing fundamentals have put downside pressure on its price.
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By Scott Wright |
October 28, 2011
Thanks to higher prices and technological advances, oil companies are finding that the production of unconventional oil can be highly profitable even at higher costs. The higher prices have afforded positive economics to more reserves.
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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 Ian Gary |
July 15, 2011
On the one year anniversary of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the SEC has yet to issue a final ruling to implement the landmark oil and mining financial transparency law, and the oil industry is fighting to weaken it.
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By Ian Gary |
June 8, 2011
With the increased global momentum for mandatory disclosure rules on payment disclosure by oil, gas and mining companies, it's telling that competitiveness arguments largely haven't carried water with policy makers.
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By Frank Holmes |
March 24, 2011
Oil transport is specifically susceptible to piracy because about one-half of total production is moved by tankers on fixed maritime routes. The piracy surcharge tacks on $800,000 to a 2 million barrel supertanker's total shipping cost.
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By Frank Holmes |
March 2, 2011
We've all watched with uncertainty as an uprising in a small North African country more than a month ago has turned into a revolution for the region. The turmoil has sent markets tumbling and oil prices above $100 per barrel for the first time since 2008.
