At the Cambridge House’s Vancouver Resource Investment Conference this week, I am part of a special debate on whether China will boom or bust with bestselling author Gordon G. Chang. The title of Chang’s book, The Coming Collapse of China, states his position quite clearly and I look forward to the intellectual challenge of convincing him otherwise.
[Read more...]U.S. Coal Production: What Investors Need to Know
June 24, 2011 By Leave a Comment
U.S. Coal Production: What Investors Need to Know
A few days ago, I wrote about Indonesia’s booming thermal coal export business. It’s the largest exporter of thermal coal in the world, and business is booming, primarily due to demand from India and China.
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The Upside to a Natural Gas Downturn
Isaac Newton showed us that for every action there is an equal and opposite reaction. That is why every downside force in the energy sector creates upside opportunities elsewhere. The challenge is finding them. It takes an understanding of the entire global energy machine to figure out what areas are benefiting from the changing landscape.
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