Archives for Commodities - Page 20

Laos: Potash and Bombs

Potash I have been doing  a little research of late on Laotian potash. It is a very interesting opportunity and worth more investigation. Russian companies produce around half of the world’s 30 million tonnes of annual potash production, followed by Canada with about a quarter of total production. Laos produced…

US Shale Oil & Gas: A Revolution?

In an article in the Sydney Morning Herald a few days ago it was claimed that there is an “energy revolution” underway in the US. The upshot was that cheap gas & oil was luring foreign manufacturers to build factories in the US. It would also undercut Australia’s export LNG…

Gold at $40,000: Jim Rickards

James Rickards (lawyer,economist, investment banker and author) has written a new book, “The Death of Money”. It is available here.   In an interview with Valentin Schmid of Epoch Times (read it here), he  considers that the petrodollar will be replaced by another international monetary system, just as the petrodollar…

Copper: How it is Sold and Priced

A few weeks ago I described the relationship between gross metal value in a concentrate and the net percentage of the gross that a seller will actually receive. You can read that article here. Copper is sold in three main forms: refined copper cathode; copper concentrate; and blister copper. A…

Shale Oil: Does It Have a Future?

Last week Shell announced a USD2 billion write-down of its US shale oil assets and has put its shale assets in Texas up for sale. This follows write-downs by other majors in the  shale oil/gas business, such as BHP. These losses have led to a chorus of “I told you so” by shale sceptics.…

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