Posts By: Matt Insley

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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.

Panama Canal Widens for LNG Exports

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The Panama Canal is undergoing expansion to allow passage of larger vessels in anticipation of increased liquid natural gas shipping. The EIA reports, the increased cargo capacity will lower per-barrel costs for larger tankers that previously had to bypass the Panama Canal, loading and unloading to complete a transfer via the Trans Panama Pipeline . […]

U.S. Recovery Shines on Mexican Steel

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Mexico has emerged as the preferred choice for investors in Latin American steel, thanks to key energy reforms and exposure to the U.S. recovery, a far cry from gloom of recession hanging over rival Brazil. According to Reuters, the state Mexican steel is strongly tied to what happens in the U.S. manufacturing sector, therefore Mexico […]

How Foreign Currencies Affect Gold and Oil

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Have you had a good, long look at the U.S. dollar index lately? If not, you might want to put down your morning coffee and take a peek: The dollar’s action can be summed up in one simple phrase: “3-2-1, liftoff!” Since July 1, the old greenback is up over 5%. For a currency, that’s […]

Competition in Solar Energy Heating Up

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According to MarketWatch, falling equipment prices are fueling a broad move away from solar leasing, a growing trend that may threaten major solar energy providers like SolarCity and Vivint, which rely on decades-long lease agreements for most of their new installations. SolarCity (SCTY:NASDAQ) is set to lose its monopoly as the only publicly-traded solar panel […]

Railways Now Integral to Oil Infrastructure

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Once thought of as merely a stop-gap measure to transport oil and gas from far flung shale fields, America’s railways have now become an integral part of the U.S. energy infrastructure. WSJ analysts report that lower capital expenses and increased flexibility to deliver crude where it will fetch the highest prices, make crude-by-rail attractive to […]

Chinese Oil Giant Sells $17.5 Billion Stake in Privatization

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Alibaba isn’t the only Chinese stock stirring up commotion in markets with China’s Sinopec selling $17.5 billion stake to investors, the country’s biggest privatization since President Xi took power. Reuters reports, the sale comes as China’s government pushes to bring private capital and expertise into its economy. Analysts forecast the deal will improve the oil & gas company’s finances and add further investment to exploration and production efforts.

Demand for Potash Soars

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Potash, used primarily in the production of fertilizers, as well as aluminum recycling and oil well drilling fluid, is experiencing an uptake in demand. According to Bloomberg, Potash Corp. of Saskatchewan, the world’s largest fertilizer producer is considering expanding production to 11 million tons next year from 9.2 million this year. The company’s CFO adds, […]

Gold Bugs Eagerly Await Fed Talks

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“Fear trade” pulled gold prices lower this week, ahead of the Fed’s latest meeting to address the economy’s future. According to Kitco, a rise in Q2 GDP and improvements in labor markets could mean the Fed may embark on raising lending rates sooner than first expected, placing further downward pressure on gold. Economists forecast the […]

Congress Uninterested in Ending Crude Export Ban, For Now

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Platts reports, leaders of a Washington think tank recently appealed to members of congress to end the 40-year long ban on exports to no avail.  Larry Summers, former senior economic adviser to President Obama, speaking in support of their effort said, allowing U.S. crude exports will have a range of benefits, from lower gasoline prices […]

Were Today’s Fracking Leaders Good or Just Lucky?

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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

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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

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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

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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

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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

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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

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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

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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

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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)

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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

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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

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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”

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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

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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

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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

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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 […]