The Energy Report

Tesla Motors Inc. (TSLA:NASDAQ), long known for its ability to keep its buzz machine churning, gave lithium investors something to get excited about this weekend. On Friday, Bacanora Minerals Ltd. (BCN:TSX.V) and Rare Earth Minerals Plc (REM:LSE), owners of the Sonora Lithium Project, announced that they had finalized a conditional, long-term lithium hydroxide supply agreement […]

Trust, But Verify: Jayant Bhandari, a fund adviser, recently published a guide called “High Risk, High Reward: Disciplined Junior Mining Investing” that suggests comparing company presentations to the annual reports usually available on the company website or at sedar.com. “It is not illegal for companies to fail to provide you full information in these presentations,”

The Energy Report: Do you rely on the stock-to-use ratio to predict grain prices and, if so, what is it telling you right now? Spencer Churchill: Yes, we do. Stock-to-use is a good way of assessing the degree of tightness in any crop market and hence how much underlying support there could be for prices.

The Energy Report: Is investing in agriculture like investing in any other commodity, or do investors new to the space need to get familiar with special considerations? Tom Wallace: Agricultural investment is composed of a multitude of subsectors, so when it comes to making an investment decision, investors need to focus their efforts. Agricultural investment

John Mauldin, the man behind Mauldin Economics and author of “Bull’s Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market,” gave some background on the China crisis. He credited the current problems in Chinese markets to a shift away from the previous top-down command economy to an organic market. “Inevitably, this transition is