Ag & Industrial Minerals

Biggest Gold Asset in S. America Got New CEO with Great M&A Record

During this quarantine I have been blessed to speak to some extremely successful entrepreneurs in the mining sector.  It has been during this pandemic crisis that opportunities arise for astute investors who can think quickly.   Many smart investors who left the mining sector to real estate, cann ...

Don’t write an obituary for shipping’s dirtiest fuel

High sulfur fuel oil, once the cheap staple diet of the shipping industry, has been usurped by an abundance of low-cost, premium quality bunker fuel. That’s led to seafarers freezing orders for equipment to remove the sulfur from HSFO and maximizing compliant fuels. But don’t write off shipping ...

Insight Conversation: Christopher LaFemina, Jefferies

Christopher LaFemina is managing director, global metals and mining equities research at Jefferies, a global investment bank and financial services company. He talked to Diana Kinch and Paul Hickin about metals market trends as the COVID-19 crisis gradually eases, and how the industry might develop ...

Latin American crude exports to USGC see small gains amid coronavirus upheaval

Latin American countries, excluding Venezuela and Argentina, have slightly increased crude exports to the US Gulf Coast market in 2020 to date, despite fierce competition from Canadian and Middle East producers. In the first five months of 2020, Mexico, Colombia, Ecuador, Brazil and Guyana exported ...

Commodity Tracker: 4 charts to watch this week

Global recovery from the coronavirus pandemic is proving patchy, and demands a close look at oil demand signals – the first stop in this week’s roundup of energy and raw material trends. S&P Global Platts editors also look at prospects for US crude exports to Asia, Ukraine’s importance to the ...

Middle East crude benchmarks provide lessons on valuing oil in volatile markets

The crude oil market has witnessed some of the highest volatility in living memory in recent months, casting a spotlight on the evolving role of global crude benchmarks. In the Middle East and key consuming regions such as Asia, it follows that the market is keen to understand what the tradable val ...

ESG ETFs: A Warning About Opacity

A recent paper by two legal scholars warns of the absence of transparency, of the opacity, that investors may face in ESG funds and ESG exchange-traded funds. “Buyer Beware: Variation and Opacity in ESG ad ESG Index Funds,” is the work of Dana Brackman Reiser and Anne M. Tucker, whoRead More ...

The Coronavirus Outbreak Has Erased Nearly $460B Of Big Tech’s Market Cap

Though tech’s big 5 — Facebook, Apple, Microsoft, Google, and Amazon — have driven a huge portion of market gains in recent years, they haven’t escaped the coronavirus-induced market turmoil that’s been exacerbated by the oil-price war. Global VC funding falls 16% in Q4’19 compar ...

Asia Morning: All Bets Are Off

That is precisely what Saudi Arabia has effectively said to Russia on Friday, as the Russians refused to sign up for further OPEC+ price cuts. Over the weekend Saudi Arabia announced massive discounts on its crude prices, well below either the Russian or Brent benchmarks, despite Brent and WTI col ...

AcuityAds is an attractive takeout target, says Echelon Wealth

Echelon Wealth Partners analyst Rob Goff was well pleased with the latest quarterly results from digital advertising name AcuityAds (AcuityAds Stock Quote, Chart, News TSXV:AT). In an update to clients on Wednesday, Goff reiterated his “Speculative Buy” rating and $3.80 price target, saying the ...