The oil market downturn and the tone set by the Paris Agreement have already shifted the focus away from fossil fuels, but how quickly could we see the tides change and decisively tip the scales to renewables?Together with Greentech Media, a Wood Mackenzie company focused on researching decarbonisation and the decentralisation of energy, we've created our carbon-constrained scenario. This is an al...Read More

Are we in a new oil cycle? Or a different kind of cycle, or perhaps there's no longer a cycle at all? The advent of tight oil has already changed the supply side of oil markets; the threat to demand from climate change policy and technologies like electric vehicles also challenges the traditional view of oil market fundamentals.These secular shifts increase the risk that oil prices might be lower...Read More

Capital discipline or growth? It's THE big question hanging over commodity producers, mining as much as oil and gas.We touched on the oil Majors' approach last week. The US Independents' results last week gave another take on how companies are thinking. US E&P behaviour was challenged a year ago as investors kicked up a fuss about the high investment rate in the tight oil sector. Concerns cent...Read More

Energy commodity markets have experienced a high degree of volatility in recent years, with large movements in prices and processing margins throughout the energy value chain (i.e. oil, gas, coal, refining, and shipping).  The oil storage sector has also experienced a great deal of change but the impact to the bottom line has been relatively less severe  thanks to a supportive market env...Read More

With OPEC agreeing to roll over production for nine more months, our 2017 oil price forecast of US$55/bbl for Brent is largely unaffected. But as fundamentals tighten in the second half of 2017, we believe a firmer oil price will further support the US tight oil industry."Today's decision in Vienna sends a signal of continued support for oil prices from OPEC, which helps US onshore drillers make p...Read More

Returns will improve with lower costs and tighter focusOil and gas companies are trying to balance playing a short game and a long game. The dominant strategic theme is strict capital discipline; higher risk investment is off the agenda.But at the same time, there's a need to sow some seeds for future growth. The Majors have stepped up acquisition of new frontier exploration acreage in 2017 - it's...Read More

Two recent policy shifts for solar and wind in China come as a short-term pain for the global market but could accelerate grid parity and improve technology innovation in future.Met with shock from solar businesses around the world, the Chinese government terminated approval of subsidised utility-scale PV power stations in 2018 and capped distributed projects at 10GW. The ruling caused immediate r...Read More

If success is measured in averting another looming supply glut and bolstering OPEC budget deficits, then the nine month extension of production cuts to March 2018 is a triumph of pragmatism.However, the firmer oil price we expect can only embolden the already resurgent US tight oil industry which is on course to displace the 1 million b/d OPEC has cut within the year.Three main aspects of the deci...Read More

MELBOURNE, July 9 (Reuters) - Canadian miner Barrick Gold Corp and China's Shandong Gold on Monday said they would deepen cooperation beyond their Argentinian joint venture, potentially working together on acquisitions.Barrick Gold, the world's largest producer of bullion, last year signed a near billion-dollar deal to sell Shandong a 50-percent stake in its Veladero mine in Argentina. The develop...Read More

(Bloomberg) - BP Plc has emerged as the front-runner to buy BHP Billiton Ltd.'s onshore oil and gas operations in the U.S., according to a person familiar with the matter.The London-based oil major has made the highest offer for the assets, which BHP prefers selling in a single package, said the person, who asked to not be identified because the matter isn't public.A deal hasn't been completed an...Read More

Venezuelan consumer prices rose 46,305 percent in the 12 months ending in June, the opposition-controlled congress said on Monday, as the crisis-stricken nation's hyperinflation continues to accelerate amid a broader economic collapse.Read full newsRead More

Japan's government wants all Japanese carmakers to shift to electric vehicle production by around 2050.Read full newsRead More

Is a spike in core inflation imminent? According to one of the Fed's less followed indicators, the answer is yes.Read full newsRead More

Impala Platinum Holdings Ltd. is facing some tough choices as the South African miner works to stem losses at aging shafts amid slumping prices for the metal.Read full newsRead More

The world's biggest lithium deposit is in Western Australia. Peter Newman describes the potential lithium holds for jobs and the economy.Read full newsRead More

Ongoing development drilling has returned exceptional lead, silver and gold grades.Read full newsRead More

Last week's top-gaining stocks on the TSX were Treasury Metals, TMAC Resources, Osisko Gold, Alexco Resource and Marathon Gold.Read full newsRead More

While every investor dreams of getting in on top-performing mining companies before they balloon, there are a few things to keep in mind along the way. Here are some tips on how to choose a top stock.Read full newsRead More

Looking to invest in gold? Here are five basic facts about gold investors interested in the yellow metal should know about.Read full newsRead More

Filo Mining CEO Adam Lundin provides insight into the nuances of being situated on the Chile-Argentina border and shares details regarding the company's PEA-stage project.Read full newsRead More