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By Dave Forest |
November 22, 2010
It's hard to believe, but just ten years ago $2 per thousand cubic feet (mcf) was a pretty good natural gas price.
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By Dave Forest |
November 9, 2010
If things get rough enough, world leaders might be forced to sit down and negotiate something like Zoellick suggests. If you're wondering what's ahead for global finance, this is an area to keep watching for signs.
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By Dave Forest |
October 20, 2010
The sticking points are clear. Service sector capacity is a big issue. Few countries outside North America can provide the quality services needed for unconventional completions.
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By Dave Forest |
October 18, 2010
Welcome to the competitive resource marketplace. It's more complicated and dynamic. Things change quickly, and everyone wants to be able to adjust in near real-time.
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By Dave Forest |
October 14, 2010
Open interest in palladium on the Tokyo Commodity Exchange has gone upwardly vertical. In just five trading days, contracts are up nearly 30%.
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By Dave Forest |
October 13, 2010
Global platinum group metal leader Norilsk Nickel said it expects Russian government stockpiles of palladium to run out next year. If true, this is big news. Russian government sales have been a dampener on the market.
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By Dave Forest |
October 7, 2010
The trade-off of size for grade is becoming more common in the gold space. You simply don't find many deposits these days that are both big and high-grade.
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By Dave Forest |
October 1, 2010
Open interest in silver on the Tokyo Commodity Exchange has been on a tear. Since last Friday, outstanding contracts have jumped 20%.
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By Dave Forest |
September 30, 2010
This is odd. Teck has no operations in Mongolia. Not even exploration. In fact, the company has almost no operations outside of the Americas. Mongolia is a long way from home. And yet they're covering dinner for the Mongolians.
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By Dave Forest |
September 29, 2010
The world is in need of good uranium mining projects. Many of the deposits being explored and developed globally are marginal. This provides an opportunity to "poach the cost curve".
