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...
PLANT-BASED FOOD IS THE BIG MEME OF 2021
The trades that have worked in 2020 —– Work From Home, Electric Vehicles, Renewable Energy—are all tied to industries that are experiencing incredible revenue growth. The hot growth sectors of 2020 have literally generated 20 years of stock market returns over a time...
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...
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...
DOES NEW ENGLAND HAVE A NATURAL GAS DILEMMA?
or....Deep Panuke Part II
By Bill Powers
Part I is here.
Natural gas discoveries in offshore Nova Scotia were supposed to help supply New England with years and years of natural gas supply. But Exxon has already left the area (Sable Island) and Encana’s reservoirs...
Everyone knows that Iraq is an important oil producing country. But Iraq is more than just important, it is critical.
Iraq is so important that in October of 2012 the International Energy Agency (IEA) released a report called “World Energy Special Outlook On Iraq”.
In that report the IEA concluded that in 2035 oil prices would be...
Talk about poor timing!
GFL Environmental (GFL – TSX/GFL-NYSE) saw its IPO debut on March 3rd, 2020. Smack dab in the middle of COVID and a big plunge in the stock market.It made for a rough start for the stock. But after falling from an IPO price of C$25 to a...
Is the energy sector under-reporting oil demand? Some recent research suggests that's possible—potentially by a lot—as in 1.2 million barrels of oil per day (bopd).
For oil bulls, that's not enough right now to sway oil prices. But it could mean the market is tighter than everyone thinks.
And that wouldn’t...
