Trinvester

China Ramps Up Coal Reserves: Consol Energy Will Benefit

Coal company's (CNX, BTU) arent going to have to worry about the domestic cap and trade policies of depressed economy when they have exponentially increasing Asian demand to compensate for any local fall off. If your willing to bet on China you should be willing to bet on coal!

Time to Begin a Long-Term Stake in Market Vectors Brazil Small Cap

this article just added a few more dollars of premium to the stock price!

2009: A Chinese Energy Acquisition Odyssey

China is using its state agencies as brokers for its US debt by firstly purchasing it from the Americans and then exchanging it around the world for mineral assets. when the US$ goes bust, which at this rate seems sooner than later, China is ensuring that its not left holding a mountain of money thats no longer worth the paper it was printed on, but rather interestes in energy and mineral depostis around the world. by trading US currency for hard assets its effectivey hedging against the inevitable inflation and protecting itself from the strong monetary bond it has created by becomming the largest holder of US currency outside of the US.

China Scrambles for African Resources

China seems to be using the "by any means necessary" mantra in attempting to secure its future position as 'the' global superpower, taking full advantage of the vacuum that's been created by the US being unable to finance global investment. The US for many years has exploited global resources to ensure its own interests and prosperity, seems as if now the shoes' on the other foot.

Cramer's Stop Trading! The Drilling Revolution (10/12/09)

i like NOV with its ability to specialize its product to buyer specifications, giving it a bit of a competitive advantage, especially as more and more drilling takes place in non-traditional fields, such as horizontal shale drilling. even if a rig is idled right now, to bring it back into production would require outfitting it accordingly creating increased demand for NOV products as the rig count continues to rebound.

Natural Gas: A Major Opportunity, But Watch Closely

what ur finding now in the natural gas mkt is that the steep contango is already being factored into the nat gas stock prices. these stocks are clearly tradiong above current $2.85 natural gas price levels

'Get Overweight' on RIM This Fall, Scotia Says

iPhones are for kids, a Blackberry is for their parents.

Gold Supply Could Restrain Prices - HSBC Securities

the inflationary concerns in 2010 will obviously leed to gold being pushed higher, $950 could be conservative. but how long is 'long term' for $750? i'll tell my kids to look out for that entry point!

Why Are Natural Gas Producers Expanding Production So Aggressively?

the reality is that unless some sort of domestic Nat Gas cartel can be formed, similar to OPEC for oil, that can effectivly tie together the fates of the US nat gas companies, thus providing them with an incentive to cooperate, its going to be a long wait for a martyr amongst them.

and even if there was a collective reduction in production in an attempt to revive the price, we can already see who's the most likely to cheat. (cough cough Aubrey cough cough)

Coal Stocks: The Real Economic Indicator

the charts do show how coal has managed to outperform, but how long can this trend last? you say you see a considerable upside, but where does cap and trade policy fit into this theory? political intervention can derail any industry and with the uncertain implications of this particular policy, aimed mainly at reducing the use of coal, how far into the future can this uptrend persist?

Oil Futures: It's Not Manipulation, It's Stupidity

"They are just pieces of paper. And when volume of futures becomes high enough, and traders on the market have no relation to a particular commodity production/consumption... so the prices of futures don't reflect supply/demand of a real product. They reflect only supply/demand of the futures themselves."

Amen

Follow the Piling into Natural Gas

UNG is already over bought and over priced. Oil has been pushed up by speculators, not the fundamentals and is due for a further pull back. This pull back will represent the convergence of the two commodity prices towards the historical price multiple, not an appreciation of NG to meet oil at its inflated price. The possibility of returning to and sustaining $70 a barrel or even higher remains, but only when the fundamentals catch up i.e increased demand or OPEC actually operating within its own quotas.

Using Energy ETFs to Trade Potential Rise in Oil Prices

OIH gives you overweighted exposure to the best in class. Good way to play the sector for returns on an upswing and provides relative stability and preservation in a down.

Petrobras Ready to Benefit from Next Oil Price Spike

good article, good stock. questions were arising as to the viability of the tupi field, but at $70 a barrel and climbing PBR is sitting on gold, or even better, light sweet crude. the real winner though will be the deep water driller that gets called up to the plate.

Coal, Oil and the Human Difficulty of Grasping Long Duration Problems

if people and markets do ignore long duration problems, then who really cares about the financial implications of the current stimulus situation? by all means then, print some more cash, wont affect us! not like we can 'plan' how to solve this future problem today.
p.s. prevention is better than the cure