Posts By: Matt Insley

Author Image for Matt Insley

Matt Insley

The Managing Editor of the Daily Resource Hunter, Matt is the Agora Financial in-house specialist on commodities and natural resources.  He holds a degree from the University of Maryland with a double major in Business and Environmental Economics.  Although always familiar with the financial markets, his main area of expertise stems from his background in the Agricultural and Natural Resources (AGNR) department.  Over the past years he’s stayed well ahead of the curve with forward thinking ideas in both resource stocks and hard commodities. Insley's commentary has been featured by MarketWatch.

Were Today’s Fracking Leaders Good or Just Lucky?

| |

Harold Hamm, the “father of the frack boom” along with a few other determined oilmen, pioneered the technology and know-how needed to crack energy-filled shale formations, like North Dakota’s Bakken. Today the Bakken produces more than one million barrels per day. Back in May, Hamm donned the cover of Forbes Magazine, under the title “The […]

Asia to Drive Future Fuel Consumption

| |

The world’s appetite for energy is projected to shift from mature economies — i.e. Europe, North America — to developing economies — Asia, Africa — in the next quarter-century, according to the latest report from EIA. The report notes, the sheer scale of growth in demand for transportation services in relatively underdeveloped transportation networks will […]

Japan to Restart Nuclear Reactors

| |

After Japan’s first year without nuclear power since 1966, regulators are set to give the final approval for a nuclear power station in the south of the country to resume operation. According to Reuters, tough safety regulations enacted following the Fukishima disaster in 2011 make it likely that two thirds of Japan’s 48 idled nuclear […]

Diamonds Bolstered by Global Recovery

| |

Diamond prices have jumped almost 10% this year. WSJ reports that growing middle classes in China, plus growth in Americans’ disposable income amidst economic recovery, have pressed prices higher. For a pure investment play on diamonds, analysts point to independent diamond miners, whose share prices are up an average of 40-50% this year.

Gas Prices Settle Lower Thanks to Abundant Supply

| |

In a sign of lower prices to come, commodities speculators cut their positions in natural gas by 11% last week. According to Bloomberg, once volatile price swings are now in a lull while the summer months have been mild and natural gas supplies are near full capacity. Analysts forecast support for lower prices will be […]

LNG Market: Russia Closes a Door, U.S. Opens Another

| |

Tensions between Russia and Ukraine only seem to be escalating as the cold of winter ensues. Unfortunately for Europe 30% of natural gas consumed by the continent came from Russia last year, with 16% of the natural gas passing through pipelines set in Ukraine, according to MarketWatch. Analysts believe the U.S. is more than capable […]

Market Reacts to Flood of Excess Chinese Oil

| |

Chronic energy consumer China has lost its appetite for oil, becoming a net exporter of oil products last month, and sending 5 million gallons of surplus fuel into the market per day. Adding to the net change Platts reported, was China’s decrease in oil demand to 9.61 million barrels per day, a steep 6.2% drop […]

Failed Ukraine Summit Drives Energy Prices Up

| |

Russia’s Vladimir Putin recently met with Ukrainian President Poroshenko at a summit in Minsk to discuss tactics to de-escalate fighting between the two countries in eastern Ukraine. Bloomberg reports, efforts to make grounds on ending the conflict were made in vain as fighting has since raged on. Analysts forecast energy prices will continue to increase […]

Crude Slides on Unmet Supply Expectations

| |

The price per barrel of West Texas Intermediate, benchmark for the price of American crude, fell below $94 dollars for the first time in 6 months. According to the EIA crude stockpile report, supply of U.S. crude was not as low as expected, prompting the price to drop. However, analysts believe the resolve of low […]

An Inside Look At Franco-Nevada (Gold Royalty)

| |

Hi, This is probably one of the most important interviews that we’ve done to date. Pierre Lassonde is one of the really big characters in the industry. He also talks about how the analysts constantly misjudge the value of his business. That’s why he sold it to Newmont for over 3 billion and later bought […]

Gold Sinks as Dollar Strengthens

| |

According to the Wall Street Journal, the price of gold has fallen amidst signals from the Fed that monetary policy will be tightened sooner than expected as a result of an improving U.S. economy. Furthermore, gold, which is traded in dollars, is under pressure from a Euro that is currently experiencing a downtrend. Industry insiders […]

Indonesia Ends 6-Mo. Copper Production Hiatus

| |

Two of Indonesia’s most influential economic players, chief economic minister Chairul Tanjung and Freeport’s James Moffett, struck a deal to rescue the Indonesian mining industry from the brink of collapse. According to the New York Times, the 6-month row with mining companies that halted production centered on their refusal to pay an increasing mineral concentrate […]

How to Profit from “Fair Weather Investing”

| |

When it comes to baseball, being called a “fair weather fan” is no compliment. But when it comes to investing, you always want to “root” for the winning trade – there’s no reward for loyalty to a losing asset. That’s why, as Matt shows, it’s good to be a “fair weather investor.” Since gold entered a bear market last year, we’ve looked elsewhere, especially at opportunities in the booming shale oil and gas sector. But metals’ losing streak may be coming to end in the near future, so it’s time to look again at precious metals once again…

U.S. Refiners Threatened by 100-Year-Old Law

| |

The Jones Act, originally passed to protect the U.S. maritime industry, makes it three times more expensive to ship by water between U.S. ports than to sail to a foreign port. According to Reuters if the law is left in place while oil exports increase, U.S. crudes discount to world crude will narrow, putting domestic […]

Ukraine Spurs World Nat Gas Rebound

| |

European natural gas prices have reversed after the biggest slump in 5 years by worries that the conflict between Ukraine and Russia will disrupt flows of gas to the region. Bloomberg reports, gas storage in Ukraine is less than half full ahead of the winter season forcing the country to begin taking measures to conserve […]

Diminished Production Disruption Prompts Drop in Oil Prices

| |

The current military offensive containing ISIS in northern Iraq has worked to ease fears of production disruption in the south of the country. According to the Wall Street Journal, reduced risk to Iraqi oil output along with weak global demand have placed downward pressure on the price of oil. Analysts note this recent news makes […]

Ebola Outbreak Curbs African Mining

| |

Mining companies in West Africa are taking measures to contain the spread of the disease that has already claimed the lives of more than 900 people. According to Fin24, mining companies have been screening employees for the Ebola virus and restricting access to remote mining camps. Analysts anticipate the price of natural resources extracted from […]

Gold Rebounds on Sluggish Retail Sales

| |

In the past several months, growth in GDP and a drop in the level of unemployment have kept the dollar’s value up against foreign currencies, and kept the price of gold relatively flat. However, according to Kitco, underwhelming retail sales data for June has prompted doubts of the health of the U.S. economy, driving the […]

Oversupply Sends Coal Price Plummeting

| |

According to Bloomberg, a glut of coal is set to cap prices at the lowest since 2009. Any price hike caused by an uptick of coal demand for the winter months will likely be negated by the overabundant supply. However, analysts believe an uptrend in the price of natural gas, such as the U.S. saw […]

Fracking Drives Demand for Sand Soaring Upwards

| |

Sand is a key component in the process of fracking, poured down wells to keep micro-cracks open long enough to get the oil and gas out of the ground. According to the Wall Street Journal, frackers are expected to use nearly 95 billion pounds of sand, referred to as proppant by industry insiders, this year, […]

Record-High Gas Production in Marcellus Shale

| |

According to the EIA, natural gas production in the Marcellus Shale topped over 15 billion cubic feet per day in July, enough to meet the combined nat. gas demand of N.Y., N.J., Del., Md., Va., Pa. and W.V. The jump in production has been fostered by improvement in drilling productivity. Analysts are keeping a keen […]

Buying Opportunities Arise As Commodities Prices Drop

| |

Broad based commodities index, S&P GSCI, tumbled 5.3% in July, partly as a result of a slump in investor participation. According to Kitco, low volatility of commodities prices of late has made the sector less enticing to those who trade on price swings, as demonstrated in the record low number of gold futures contracts at […]

Claim Your Spoils from Shale’s Latest Victory

| |

There’s a land battle going on in Colorado’s shale patch. Unlike oil and gas industry-friendly states like Texas and North Dakota, Colorado has seen a battle pitting environmentalists against oil and gas companies. The crux of the matter is regulation on hydraulic fracturing, or “fracking.” Let’s take a step back, though. Fracking, by the way, […]

Cost of Power in EU Surges amidst Russia Sanctions

| |

Sanctions against Russia are becoming increasingly serious as their willingness to de-escalate tensions in Ukraine erodes. According to Bloomberg, Russia, source of 46% of EU fuel imports, is likely to drag the price of coal and gas higher to compensate for the depreciation of the ruble brought on by sanctions. Analysts believe cheaper natural gas, […]

U.S. Proposes New Rules for Rail Transport of Crude

| |

The Department of Transportation recently proposed new safety measures for rail transportation of crude oil to accommodate the production boom in the Bakken shale. Regulations will phase out older rail cars in favor of new, as well as put lower speed limits in place. Timely efforts to deliver safety standards to the rail infrastructure are […]