Latest Reports

Top Left Corner of the Front Page

Renewable stocks are flying this week on the heels of a big new bill about to pass through Congress.This deal--worth almost half a trillion in spending--is a long-time coming.  Democrats have been infighting about a spending bill since last year. Senator Joe Manchin has been the key hold out as...
CEO Michael Konnert has positioned his Vizsla Resources to be the next high-grade silver producer in Mexico. And he will do it quickly, in one bold stroke, buying a fully permitted mine and land package—called Panuco—in the same area of northwest Mexico that has spawned some of the most successful...
ESG stands for Environmental Social and Governance, and it means investing money in sustainable ways. But can resource extraction companies be ESG compliant when they are removing huge amounts of rock—like open pit mines—or bringing billions of barrels of hydro-CARBONs to the surface?
Everyone in the oilpatch is now nervous that the United States could run out of oil storage capacity.  This “storage issue” is now Big News, and is driving light oil prices in the US—WTI—to fresh six year lows of $42-ish a barrel. I see a lot of copy on the...
Gold and I, we have a love/hate relationship.  From mid 2019 - to mid 2020 -- I loved it.  Since then, it has been a lot more hate than love.Over 30 years, I’ve stuck with gold through good times and bad (apart from stop losses that is).I have tried...
European natgas prices are starting to rip higher once again.  They had settled a bit after going ballistic on news of the Russian invasion of Ukraine in February. In February it was The War News that caused the price spike.  This time Euro gas prices are surging because supply is...
A group of Calgary energy entrepreneurs has a novel idea – that could have much lower capital costs and much lower operating costs – for getting Canadian natural gas to Korea and other Asian markets. Building LNG (Liquid Natural Gas) terminals on tidewater in western North America has been a...
A few weeks back I laid out the case for copper.Yes, we are probably going into recession.  Yes, that means at least a bit more weakness for copper and copper stocks (most copper stocks fell 50% in three months this summer). But on the other side, as electrification and EV adoption take...