01/02/2019
Happy New Year! From the pop in natural gas prices to the sharp selloff in crude oil prices, 2018 packed a punch for natural resource investors. For your reading enjoyment, here are our top three...
12/19/2018
In our second blog in this series, we attempt to analyze the real size of recoverable Saudi reserves, as well as the reasons Saudi Aramco may have pulled their IPO, which would have been the largest...
12/12/2018
Prior to the decline in oil prices this year, one of the more intriguing front-page stories was whether Saudi Aramco would go public. An IPO of this size would have been the largest stock flotation...
12/05/2018
“While it is still possible to grow production, it is requiring more and more effort to do so. Eventually, the deterioration of well quality overtakes the ability to increase development and the...
11/28/2018
“This is exactly the type of market we love to be involved with: prices are still 80% off their highs, investor interest among generalist investors is extremely low, and the fundamentals have turned...
11/20/2018
Based on extremely favorable supply and demand trends, especially in India, copper continues to be our favorite metal.
11/15/2018
Intro Oil and oil-related equities collapsed this week, in what can only be described as extreme panic selling. WTI prices have fallen 30% since October 3rd, erasing all of the gains of the last...
11/08/2018
Natural gas prices have surged 20% since mid-September, though the rally is likely behind us. Unless you follow the natural gas market or received a bill from your energy company recently, you may...
10/30/2018
Between October 2006 and June 2007, uranium spot prices rose from approximately $60 to over $130 per pound. This was at least partially a result of the 2006 flooding of the Cigar Lake Mine in...
10/17/2018
Although natural gas demand remains extremely strong, supply continues to surge. Image Source: https://oklahomaminerals.com/natural-gas-storage-underground-overlooked-and-under-appreciated/ Low...