June 21, 2015

China’s energy demand may not increase until 2017

In this post I revisit the energy production and consumption data for China looking for clues about the future direction of global energy markets.

June 17, 2015

SNL Energy: Narrow band of 16 Central Appalacia counties ‘Ground Zero’ in coal job free fall

Unsurprisingly, coal mine employment has continued to fall as coal-fired power plants nationwide are shuttered over regulations and lower natural gas prices, but a narrow band of counties stretching through…

June 16, 2015

Mining industry inertia will come at a price

PwC's John Gravelle on the mining industry's austerity drive, price realities and declining exploration spending.

June 16, 2015

Chris and Michael Berry: What the boomers got wrong—and right—about natural resource investing

The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and…

June 15, 2015

Rick Rule: When interviewing companies investors should start by asking—”What’s your liquidation value?”

Rick Rule, Chairman of Sprott US Holdings, recounts how a small mining event led to a career-changing investment.

June 15, 2015

IEA climate report highlights need for investment in cleaner coal technologies

The IEA report highlights how crucial cleaner coal technologies will be if global climate ambitions are to be met.

June 15, 2015

Coal miners First Arch, Peabody hit by lawsuits over retirement plans

Both saw their stock collapse not just on these news, but also amid concerns that they will have to pay more for insurance that covers environmental damage.

June 15, 2015

VIDEO: 80% of China’s coal producers are in loss — Leung

China’s stimulus push may be paying off. The pickup in industrial output and the jump in lending suggest the economy may be stabilizing. But does this mean Beijing will meet…

June 13, 2015

Billions and billions pour into India and China

It’s been a little over a year since Narendra Modi took office in India, and so far the results have been mostly positive for the South Asian country and the…

June 12, 2015

CHARTS: China’s steel, iron, coal industry growth collapsing

A new report shows China's move away from industrialization and construction to consumption and services is happening much quicker than previously thought.