WindRock - Displaying items by tag: Commodities

Winter 2020 Financial Market Update

Published in Articles
Friday, 07 February 2020

Winter 2018 Financial Market Update

Published in Articles
Wednesday, 07 March 2018

Financial Market Update-1Q17

Published in Articles
Friday, 05 May 2017

Uranium: Time to Invest?

Published in Podcasts
Thursday, 15 December 2016

In today’s markets, across all asset classes (stocks, bonds, etc.), and across all geographic areas, it is difficult to find value.  Everything appears high relative to historical valuations.

In contrast, the price of uranium is at a 12-year low due to the aftershocks of Fukushima, the rise of the U.S. dollar, and competition from low-cost fossil fuels (e.g., coal and natural gas).  But there are reasons to think uranium will soon see a significant price increase.

WindRock interviews Amir Adnani, CEO and founder of Uranium Energy Corp. about these reasons, which include: diminishing supply as the price of uranium has dropped well below the costs of production; declining hostility to American nuclear energy production with the new administration; and skyrocketing demand from power plants under construction, planned, or proposed.  December 2016.

Opportunities and Risks within the Energy Sector

Published in Podcasts
Thursday, 10 December 2015

Commodity prices across the board have plummeted to post-Great Recession lows. Perhaps no other commodity sector has been as devastated as energy. With oil, natural gas, coal, and uranium prices all down significantly, should investors now consider them as viable investments?

WindRock interviews Rick Rule, Chief Executive Officer of Sprott US Holdings, Inc. and noted resource sector expert, about various energy commodities. Mr. Rule discusses:

  • What will happen in 2016 as oil companies continue to write off reserves as no longer viable;
  • What factor will eventually increase all energy prices;
  • Why uranium possesses excellent long-term prospects; and
  • How the prospects for natural gas and alternative energy are interrelated.

December 2015.

Oil Isn't the Only Thing Crashing

Published in Blog
Monday, 09 February 2015

February, 2015

It’s easy to write off oil’s plunge as an isolated event.  The storyline of increased supply due to fracking and OPEC’s strategy to bolster market share seems like an open and shut case to explain the price collapse.  Looking just beyond this market, however, spotlights something potentially more concerning - oil isn’t the only commodity that has crashed from its highs. 

From natural gas to iron ore to wheat to copper, key commodities are on average over 60% off of their highs.  Interestingly, oil and iron ore, two economically-sensitive commodities that are critical building blocks in a growing global economy, are nearly 2/3rds off their highs.  An inquisitive mind has to question whether growth is faltering globally on a grander scale than currently recognized.   Crashing commodities present a potential warning to complacent equity markets.