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Why Japan Was On Fire

This chart just came across my desk. From the Tokyo Commodity Exchange. Seems foreign trading on TOCOM has been booming of late. Since the last quarter of 2012,

A New Platinum Province?

News today that workers at the Implats Rustenburg platinum mine in South Africa are back on the job. The mine–one of the most important platinum suppliers in the

A Critical Change in India

The Indian natural gas sector is having issues. Natgas output in April 2013 fell 17.4% month-on-month, according to data just released from the federal government. In fact, Indian

The End Game for High Project Costs

Appears to be lower costs, according to reports emerging from Australia. The Aussie mining sector has been hit hard by rising costs of late. To the point where

“Ghost Value” in Myanmar

There are obvious things that create value in a mining or oil and gas project. Size, grade, booked reserves, existing facilities. But there can also be “ghost value”

Chile Gets Edgy on Expensive Mining

Even state run mining companies are worried about cost escalation these days. The government handlers of Chilean major miner Codelco called in top management on Friday to discuss

Is Japan This Desperate?

Japan’s prime minister is in Russia for the first time in over a decade. One of the major reasons: natural gas. The two nations are ready to cooperate

The Dawning of a New Era

The financial landscape has changed forever today.  With March now over, we’ve officially completed our first quarter under new U.S. clearing rules for swaps. It’s all part of

The Asian Coal “Battle Royale”

India’s coal firms are fighting each other for overseas supply. Reports today show that Indian major Jindal Steel and Power has taken up 31.5% in rival Gujarat NRE’s