The Mining Report: You have talked in the past about the epic macroeconomic battle being waged between inflation and deflation. What are the indicators you are watching and where are we headed? Chris Berry: Right now, the scales still appear to be tipped toward deflation, but that’s not uniform across the globe. It still appears […]
The Energy Report: Chen, last year you correctly predicted that oil could fall as low as $47/barrel ($47/bbl). What’s your outlook for the rest of this year and what is that based on? Chen Lin: I’m not a technician, but I looked at North American production increases of 1 million barrels a year and knew
Chen Lin Sees Buying Opportunity of a Lifetime in Energy Stocks Read More »
The Energy Report: When was East West Petroleum Corp. (EW:TSX.V) founded, and where do you operate? David Sidoo: East West was formed in 2010 on the back of the award of four exploration blocks in Romania’s prolific Pannonian Basin. Following the award, we raised $30 million ($30M) to fund a work program and future business
The Energy Report: Johan, please give us an overview of the shape of the oil and gas industry in Australia. Johan Hedstrom: The Australian oil and gas industry is dominated by a series of big investments in new liquefied natural gas (LNG) projects. Our industry is building seven new LNG projects, costing $240 billion ($240B).
The Mining Report: You have said, “Electrification of transport will not succeed unless the world has cheap, abundant, longer-lasting batteries.” What are the obstacles to obtaining such batteries? Simon Moores: There are a number. The first is the scaling of battery supply. The megafactories will be needed to drive down costs significantly. Tesla Motors Inc.
The Energy Report: How have the collapses in the prices of oil and natural gas affected the fertilizer sector? John Chu: Natural gas is an important feedstock for nitrogen-based fertilizers—up to 50% of the production cost. This means higher margins. Fuel and lubrication-related costs account for 10–12% of farmers’ operating expenses. Lower fuel prices result
How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp’s John Chu Read More »
The Mining Report: Goldman Sachs cut its price outlook for almost all commodities, including oil, which it said could go as low as in the high $30 per barrel ($30/bbl) range. Do you see that as realistic? Philip Richards: I think that oil has now made a bottom. I look at Brent crude more than
Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards Read More »
The Energy Report: Stephane, do you think the oil price has hit bottom and is now recovering? Stephane Foucaud: When the Brent oil price was close to $50/barrel ($50/bbl), I think it was the bottom. It has recovered quite a bit. There is a risk that it might dip again, but I don’t think we
Stephane Foucaud: How to Make Money in the Chaos of Oil and Gas Read More »
The Mining Report: Over the last 30 years you’ve been involved in a number of natural resource mining companies as an executive officer, board member and/or investor in your position as managing director at Clarion Finanz, including some controversial projects that made headlines both when they did well and when they failed. Has the structure
The Energy Report: Your experience in business is both extensive and varied. Could you describe your history and how it led you to lithium? Anthony Tse: I have been in high-growth industries for the last 20 years covering the media and entertainment sectors, then subsequently Internet and mobile, and in recent years, resource and commodities
Galaxy Resources: A New Focus to Meet the Coming Lithium Demand Read More »