Sunday , 25 October 2020


Other Commodities

Interested In What Oil Prices Will Be In 2013 – and Why? Then This Article Is For You

Economics will dictate that you can only build so much storage to avert a price drop from continual over-supply and, right now, the world produces more Oil than it consumes each day, and it has for the past 16 months. This trend will only get worse so expect prices to finally start to address this over-supply issue in the Oil markets in 2013. [Let me explain further.] Words: 1640

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Grantham's Advice: Allocate 30% to Resources (15% in Forestry, 5% in Efficiency Investments, 10% in “Stuff in the Ground”) – Here's Why

The biggest danger to our society will be food prices and food costs....Productivity of grains has fallen to 1.2% per year which matches population growth exactly leaving society with no safety margin. [In addition,] there is a coming shortage of two fertilizers which occur exclusively in nature...so once the supply is gone, it’s gone forever - and this can only mean that commodity prices are going higher - much higher. Words: 585

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China Continues to Be an Enormous Force in the World's Commodity Markets: Check Out These Investment Opportunities

With China becoming the #2 economy in the world it has, without question, transformed into an enormous force in the world’s commodity markets...with many years to come of major commodity production, consumption, and importation for China and the countries that serve that commodity food chain. [Let's examine China's dominance in the commodity industry and identify investment opportunities to take advantage of continued growth.] Words: 1282

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The Straight Goods on Strait Minerals (TSXV:SRD)

I had the pleasure today of attending a presentation on Strait Minerals (formerly Strait Gold) which is listed on the TSXV under the symbol SRD. Strait Minerals is a mineral exploration company (copper, gold, silver, moly) with 4 properties in Peru. Below is a copy of said presentation - the straight goods - on their plans for the development of each over the coming years and their financial situation and arrangements.

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Nickel: Demand Strong, Supply Diversified & Prices Stable

While best known for its use in the five cent coin, nickel has far more strategic uses. Nickel can be alloyed with other metals to create truly extraordinary materials - such as stainless steel which now accounts for more than half of all nickel consumed. China’s stainless steel consumption has increased 1625% in the last 10 years and is now the largest demand driver for nickel worldwide accounting for 40% of global totals. There’s still a lot more room for growth in the industry and nickel’s diversified supply is expected to keep prices stable, so the savvy investor should look for low cost nickel projects in safe jurisdictions. Check out the infographic below for more insights.

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Is the Abundance of Natural Gas the Answer to America's Energy Needs?

The shale revolution has come as a surprise to many, but natural gas is now so plentiful and cheap that it could be an energy game changer. This infographic explores natural gas, its properties, natural gas market dynamics, supply forecasts, demand, the shale revolution, and the switch from coal to natural gas.

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