The Resources Report: Natural Gas Stocks Ride Upcoming Wave of Oil Well Closures

Welcome to The Resources Report, with more coverage of emerging trends in the precious metals and energy investing space May 14, 2020   We are happy to provide our readership with a direct link to the Streetwise Reports. STREETWISE REPORTS FOR THURSDAY FOR MAY 14th  

The Resources Report: Brien Lundin: To Insure Yourself Against Financial Upheaval, Buy Gold & Silver Now

Welcome to The Resources Report, with more coverage of emerging trends in the precious metals and energy investing space May 12, 2020   We are happy to provide our readership with a direct link to the Streetwise Reports. STREETWISE REPORTS FOR TUESDAY MAY 12, 2020

The Resources Report: Mega Solar Project in Puerto Rico Moving Ahead

Welcome to The Resources Report, with more coverage of emerging trends in the precious metals and energy investing space April 30, 2020 We are happy to provide our readership with a direct link to the Streetwise Reports. STREETWISE REPORTS FOR THURSDAY, APRIL 30, 2020    

How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp's John Chu

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 in cost savings, which might be spent instead on fertilizers and other inputs. Lower gas prices should result in higher gasoline consumption, which in turn should result in greater ethanol demand and an increase in demand for the corn used to make ethanol. TER: There were recent reports that Russia was planning export duties as high as 35% on fertilizers. What effect would this have on the industry? “There’s one particular company in the non-traditional agriculture sphere we like: Input Capital Corp.“ JC: The rumors were unfounded. The Russian industry minister said that an export tax has no support and is not being discussed. In any event, we don’t think an export tariff would have much of an impact. We would expect to see the Russian players continue to export most of their fertilizers to international markets—90% of potash, in particular. The Russian government has, in the past, floated the idea of an export tariff as a means to get domestic fertilizer suppliers to offer a meaningful discount to local farmers. And that is exactly what has happened; Russian fertilizer producers have agreed to a 33% discount for Russian farmers. TER: Have sanctions affected the … Continue reading