Wednesday , 23 May 2018


Other Commodities

Unlike Gold, Bull Market in Copper to Continue for Decades – Here's Why

Gold and silver continue to receive the lion's share of press headlines and investment writers' attention. [While] our team believes this theme will continue, there are other assets which benefit from a weak dollar, especially if a weak dollar is combined with some decent economic activity. [One such asset] is copper, a base metal that, like gold and silver, [that will] appreciate with inflation and has tremendous potential for increased demand given the theme of 2012 - economic growth. [Let me explain in some detail why we think that is the case.] Words: 1150

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Shale Oil Stocks Are On The Rise – Here's Why

World oil demand is...expected to surpass 115 million barrels per day in 2025 from only 91 million barrels per day today yet production in many countries is either waning or being consumed by the producing country. [In this article I identify those countries whose production is in decline, 2 countries who have increased production thanks to unique sources and how to invest accordingly.] Words: 595

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The Oil Sands are NOT the "Tar" Sands and 9 More Interesting Facts

The oil sands in northern Alberta are crucially important to the Canadian economy. People from all over the country are traveling there to find work. The news is filled with controversy over proposed pipelines (the Keystone XL and the Northern Gateway) to carry the oil to export markets. Here are 10 things everyone should know about the oil sands. Words: 878

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What Happens to Oil Prices if Israel Bombs Iranian Nuclear Facilities?

We now believe that there is at least a 50% probability of Israeli airstrikes against Iranian nuclear sites... Iran has multiple retaliatory options at its disposal...[and it begs the question:] Which options would most adversely affect the price of oil? [Let's take a look at what those options would be.] Words: 544

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The Implications of Coming "Peak Copper" for America – and the World!

About two years ago, I looked through a BHP Billiton presentation which listed the number of years remaining for particular commodities. It was not an analysis of “peak” commodities as such, just a report on when various commodities would be completely, 100% depleted based on current usage rates and reserve assumptions. Copper in that report was determined to be scarcer than oil! [What does that mean for the future well-being of the U.S. - and the world?] Words: 1380

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How to Play the Lowest Natural Gas/Crude Oil Ratio on Record

One of the things we look for in the markets is anomalies or disconnects from historical tendencies that signal some element of a traditional relationship between two things is changing or has changed. Often, the relationship is eventually returned to “normal”, meaning money can be made if an investor is on the right side of the trade. Other times, the relationship has been fundamentally altered in some way, so understanding the reasons behind the shift can become a source of opportunity, since it can either provide understanding about relevant long-term trends or signal a shift in an existing one. [Such being the case let's take a look at] the ratio between natural gas and crude oil [and determine how best to play this investment opportunity.] Words: 1069

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