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Energy & Commodities

Potash's Current Calm Promises an Exciting Future

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Posted by Brian Sylvester of The Energy Report

on Friday, 03 February 2012 06:57

potash1

Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress.

COMPANIES MENTIONED: AGRIUM INC. -ALLANA POTASH CORP. - KARNALYTE RESOURCES INC. - PASSPORT POTASH INC. - POTASH CORP. - RIO TINTO - RIO VERDE MINERALS DEVELOPMENT CORP. - THE MOSAIC COMPANY -VERDE POTASH

The Energy Report: Total potash demand in 2011 was estimated at 56 million tons (Mt), and the market has traditionally grown at a rate of about 3.5%/year. Do you believe we'll see a similar increase in 2012?


Corey Dias: I think 3.5% could be at the high end of growth for 2012. I would expect slightly lower growth this year given that India is delaying its potash purchases until the end of Q112. China is also determining its exact needs, and there are rumors that it may reduce its imports this year versus 2011. Everything tends to depend on price. Canpotex (the marketing company for Saskatchewan potash producers) and its Belarusian counterpart are holding out for higher prices than India and the China currently seems willing to pay. With those delays, demand will probably be slightly below the historical 3.5% growth rate.



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Energy & Commodities

Copper Continues to Confound the Commodities Crowd

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Posted by Mickey Fulp - Resource Investor

on Thursday, 02 February 2012 06:11

Screen shot 2012-02-08 at 7.52.47 AM

 

Loyal subscribers know I often opine that world markets are in the midst of a secular bull market for commodities, or “stuff”, as my recently passed friend Clyde Harrison was so fond of saying. Despite his traitorous penchant for Coors Light (instead of the classic St. Louis-brewed lagers), Clyde was one of those fellow Missourians who always had to be shown, and we all miss his wry wit, sense of humor, and insight into the speculative commodities markets. 

 

You may also be aware of my many writings and interviews on the supply-demand fundamentals of copper, the metal with a “Ph.D. in Economics”. Copper is the one commodity that most directly reflects the near- and mid-term health of the world’s economy.

 

The modern copper industry started in the early 1900s with advent of large, mechanized open pit mines that could mine lower grades thru economies of scale. Development of these mines was coincident with the demand for and delivery of electricity to the industrialized world. Copper cable and wire is necessary for efficient transmission of electrical power and remains the main use of the metal.



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Energy & Commodities

Triple-Digit Oil Investing and a Natural Gas Price Rebound

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Posted by Bill Powers - The Energy Report

on Wednesday, 01 February 2012 00:00

Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right.

COMPANIES MENTIONED: ADVANTAGE OIL AND GAS LTD. - ARSENAL ENERGY INC. - CHESAPEAKE ENERGY CORP. - CONNACHER OIL & GAS - DENBURY RESOURCES INC. - ENERGY XXI - EVOLUTION PETROLEUM CORPORATION - FAIRBORNE ENERGY LTD. - PETROBAKKEN ENERGY LTD. - PETROBANK ENERGY & RESOURCES LTD. - PETROMINERALES LTD. - QUICKSILVER RESOURCES INC - SM ENERGY CO. - SOUTHWESTERN ENERGY CO. - TOTAL ENERGY SERVICES - ULTRA PETROLEUM CORP.



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