The EIA’s Weekly Crude Oil Inventory Data A New Source (and era) of Volatility Rightly or wrongly, the EIA’s crude oil inventory reports move global markets: Right before the EIA #s came out three Wednesdays ago, WTI crude oil was trading slightly higher—then plunged $1.61/barrel in just two minutes after... Learn more
The Largest “Ethical” Cobalt Explorer in the World is Created The #1 cobalt explorer in the world is being formed now with a proposal for a 3 way merger that would unite one of the leading cobalt camps outside the Congo. This is what institutional buyers have been waiting for... Learn more
LITHIUM PRICES TO STAY HIGH THRU 2024–UBS 85 page report suggests industry will remain highly profitable Lithium prices will remain well above historical levels thru 2024, UBS Securities said on Thursday June 15, as electric car batteries reach cost parity with ICE—Internal Combustion Engines—in mid 2018. They suggest that will... Learn more
Kinder Morgan Canada – Is This Now A Sucker’s Bet? If the Trans Mountain pipeline expansion from Alberta down through B.C to Vancouver goes ahead as planned, then Kinder Morgan Canada (KML-TSX) will probably be a decent investment at current prices. I run through some math with “one-foot-planted-firmly-in-the-air” below and... Learn more
Dan Loeb’s Bearish View on Frac Sand Stocks Earlier this week, I showed you how the share prices of frac sand suppliers have crashed since February and have generated a lot of pain for shareholders. Here is the not so pretty picture: Ticker Company 2017 Share Price Peak... Learn more
