Listen to this podcast on our site by clicking here or subscribe today by clicking here. Fears of a trade war are heating up, but the US may be in a strong position to make a deal. This time on FS Insider, we spoke with legendary fund manager Felix Zulauf, head of Zulauf Asset Management and Zulauf Consulting as well as a previous longtime member of the Barron's Roundtable, to get his take on Pres...Read More

Get actionable data and analysis straight from our store in just a few clicks. Our report, insights and studies are easy to find by industry sector or commodity type.Areas of expertise include:Power & Renewables: Whether you want to spot the next regulatory trend or understand how the switch from coal will impact the market, we have more than 70 reports covering nuclear, solar, gas, wind...Read More

To own or not to own? That's one of the key questions refinery owners have been asking over the past 10 years. For some industry players, owning refinery capacity is no longer the necessity it used to be, while for others it has become central to business success. As a result, the refinery 'buck' is being passed on.The reasons for such significant ownership changes are complex. In some regions, ma...Read More

So many credit crises are brewing, it's hard to keep track without a scorecard.The mother of all credit crises is coming to China with over a quarter-trillion dollars owed by insolvent banks and state-owned enterprises, not to mention off-the-books liabilities of provincial governments, wealth management products and developers of white elephant infrastructure projects.Then there's the emerging-ma...Read More

The stock market has been rallying for almost a decade...The Federal Reserve has begun steadily hiking rates...And some of the biggest names in the world of dividends have started to lose steam because of those two factors.Yet I disagree with pundits who say the "dividend trade" is over.In fact, I don't think those two words even go together.You see, most investors buy things they like - fleeting...Read More

Base metals on the London Metal Exchange were mostly higher during morning trading on Monday July 9, rebounding against positive US data last week and a broad recovery in global equity markets.Climbing 1.6%, copper's three-month price made the largest recovery after closing at its lowest point in almost a year on Friday. Broadly impacted by trade worries and volatile market conditions, copper...Read More

At this year's LME Week, the tone was generally positive across all commodities and the view is that the good times are "a coming". Julian Kettle, Vice Chairman of Metals & Mining and Rory Townsend, Research Analyst for our Institutional Investor Service, discuss highlights and learnings from LME Week.Highs and lows from LME WeekWe are seeing some prices move due to the electric vehicle excite...Read More

UPDATE: 22 June 2018OPEC has delivered a compromise that shows the commitment to unity that Saudi Arabia - and Russia - hoped for. Both countries worked hard to address the various issues facing the group and its non-OPEC partners.Faced with an uncertain supply outlook for two key OPEC members - Iran and Venezuela - and pressure from the US government to address high prices, OPEC delivered an agre...Read More

Things are looking up for exploration as we start to see  a long overdue return to profitability - for those companies still in the game. From single digit returns just a couple of years ago, we're now headed back to double-digits. Many exploration costs have halved versus their 2014 peak, helped by quicker drilling of most wells.We should take stock of the great successes of late, with signi...Read More

LONDON/HOUSTON/SINGAPORE, June 22, 2018 - OPEC has delivered a compromise that shows the commitment to unity that Saudi Arabia - and Russia - hoped for.  Both countries worked hard to address the various issues facing the group and its non-OPEC partners. Ann-Louise Hittle, vice president, macro oils, said: "Faced with an uncertain supply outlook for two key OPEC members - Iran and Venezu...Read More

A squeeze on credit in China and efforts to secure cash won out over fundamental market strength last week, leaving the recent decline in cobalt prices to gain momentum in early July. Metal bulletin's price assessments for high-grade and low-grade cobalt both dropped to $38.85-40 per lb on Friday July 6, off from $39.70-41 per lb on June 29 and down 2.3% over the course of the week.The cobalt...Read More

Despite the prolonged low-price oil market over the past year, North American refiners have largely remained in good financial health - but changes in the supply and demand landscape are creating uncertainties. OPEC production cuts, the lifted ban for US exports, and decarbonisation legislation are triggering push-me-pull-you scenarios making it more difficult to see how refiners' bottom lines wil...Read More

NOT FOR DISTRIBUTION TO UNITED STATES NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATESJuly 9, 2018, Calgary, AB - PRIZE MINING CORPORATION ("Prize" or the "Company") (TSXV:PRZ) (OTCQB:PRZFF) (MQSP:GR:FRANKFURT) is pleased to announce that the company has closed the first tranche of the recently announced (see press release on June 21, 2018) non-brokered private placement (the “O...Read More

This morning, Concho Resources Inc. announced it will acquire RSP Permian Inc. in a US$9.5 billion all-stock deal. The transaction is the largest US upstream M&A deal since 2012 and the largest purely Permian deal ever.Concho will acquire 92,000 net acres of top-tier Permian acreage, augmenting its existing 550,000 net acres. Each company's position spans both the Midland and Delaware basins....Read More

Some strength emerged in the three-month base metals prices on the London Metal Exchange on the morning of Monday July 9, with all of the metals posting gains that averaged 1% as at 7.06am London time.Volume has been above average with 10,063 lots traded. This follows a mixed performance on Friday, when nickel, lead, tin and copper prices dropped, while aluminium and zinc prices rallied. A large u...Read More

At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More

The depreciation of the yuan against the dollar coupled with persistently weak demand pushed Chinese silicon export prices to their lowest level since August 2017. Meanwhile, the European market has stabilized following its recent decline.Metal Bulletin assessed Chinese grade 553 silicon metal export prices at $1,640-1,700 per tonne on Friday July 6, down 3.7% from $1,710-1,760 per tonne one week...Read More

UPDATE: This week's OPEC meeting in Vienna culminated today in a smooth rollover of production cuts through 2018, with a potential escape clause set for their June meeting. OPEC and non-OPEC countries - notably Russia - agreed to keep the current production restraint in place through 2018, which matches the base case assumption for our price forecast from July 2017.With the rollover in place and t...Read More

Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstrating they can thrive at low prices.Tom Ellacott, Senior Vice President, said: "Now that the belt-tightening is done, companies are looking to deliver profitable growth a...Read More

The old traders' adage 'better to travel than arrive' has proved true in 2017. Last year was the year to hitch a ride on oil, Brent near doubling to US$55/bbl from the Q1 lows. Investors piled into oil-leveraged equities through 2016, the MSCI Energy index surging 23% and outperforming the broader market by 18%.The nagging feeling though was that prices had already made the big move, by year end e...Read More