Sector

What's not to Like about Potash?


We are on the precipice of a food fight among 7 billion people, and potash will be right at the center of it.  If you can add 200,000 people every day to the global population and account for a significant loss of farmland at the same time, you can begin to understand the dire food situation facing the planet. This is why potash is so important: It’s the fundamental element that everyone takes for granted, despite the fact that a projected 7.7 billion lives will depend upon it by 2020. 


For Our Next Vacation, Let's Visit a Slum


Back in Victorian times, wealthier citizens could sometimes be found wandering among London’s poorer, informal neighbourhoods, distributing charity to the needy. “Slumming” – as it was called – was later dismissed as a morally dubious and voyeuristic pastime.  Today, it’s making a comeback; wealthy Westerners are once more making forays into slums – and this time, they’re venturing right across the developing world.

An Oil Drilling and Service Catch 22


The impact of rising oil prices on North American light tight oil (LTO) production is said to be a “Catch 22”, the title of Joseph Heller’s popular 1961 novel set in WWII. The premise was you could get out of the army if you were crazy but you weren’t crazy to try to get out of the army. Therefore, this avenue to escape the war didn’t work for the book’s main character John Yossarian

Uranium Bottom: Are We There Yet?


With prices set to double by 2018, we've seen the bottom of the uranium market, and the negative sentiment that has followed this resource around despite strong fundamentals, is starting to change.

Billionaire investors sense it, and they're always the first to anticipate change and take advantage of the rally before it becomes a reality. The turning point is where all the money is made, and there are plenty of indications that the uranium recovery is already underway.

Oil Slips off an 11-Month High


Oil prices reached their highest level in eleven months in the middle of last week.  The front-month futures contract did not post a key reversal on June 9, but the continuation contract did.  Since reaching almost $51.70, prices have pushed lower, with lower highs and lower lows. 

Euro 2016: More Teams Equal More Money


There are two ways of viewing the fact that a record 24 national teams are competing to lift the Henri Delaunay Cup at Euro 2016 in France. Some regard UEFA’s decision to include nearly half of its 55 members as a move to leverage football’s ability to bring people together in a celebration of sport and national identity.