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How to Ride the Lithium Battery Boom: JGL Partners’ Jonathan Lee

The Energy Report: Jonathan, what is the condition of the lithium space today? Jonathan Lee: The lithium space today is an oligopoly; there are only four major mines owned by four companies. Over the past three years, the space has actually consolidated with the largest mine, Greenbushes, owned by two companies through a joint venture

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Junior Producers Riding Exploration Success to Reratings: Raj Ray

The Gold Report: Have you ever witnessed such a sustained period where the U.S. Federal Reserve and/or the European Central Bank have had so much sway over market direction? Is it sustainable? Raj Ray: What we are seeing right now is a throwback to the Fed’s original goal of preservation of financial stability. Central bankers

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Investment in Renewables Generates Illuminating Dividends: John McIlveen

The Energy Report: John, how has the renewable space changed in the last five years? John McIlveen: Cost. The cost of standardized technologies for wind and solar have fallen by at least a half in five years, to just below $2 million per rated megawatt ($2M/rated MW), versus the same cost for a coal plant.

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Chris Mancini’s High-Quality Gold Miners that Have Positioned Themselves Well in the Downturn

The Gold Report: The U.S. Federal Reserve has downgraded its forecasts for both economic growth and inflation. That being the case, why would it raise interest rates? Chris Mancini: There’s a certain contingent in the Fed that believes that its zero interest monetary policy might result in adverse consequences going forward. This contingent is dead

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Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser

The Mining Report: John, what are the global issues you are watching that could have an impact on commodities, particularly gold? John Kaiser: There is a risk that the economic growth slowdown already underway can deteriorate further, precipitating major general market declines and causing demand for raw materials to flag. This would worsen the current

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Three Upstream MLPs with the Discipline to Succeed in the Coming Recovery: RBC Analyst John Ragozzino

The Energy Report: John, oil and gas prices have rallied a bit recently. Have we established a bottom? John Ragozzino: Yes. In our recently published Global Energy Research “Commodity Price Revisions” report, we are calling for a meaningful V-shaped recovery beginning in the back half of 2015 and into 2016. This is not significantly different

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Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners

The Gold Report: Where do you see the price of gold going this year? Duncan Hughes: Gold should remain fairly flat, probably around US$1,225 per ounce (US$1,225/oz), due to the strength of the U.S. dollar. In U.S. dollar terms, gold has underperformed, but when valued in other currencies, gold has actually performed pretty well. TGR:

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