Refiners that can adapt to the new demand will benefit from cleaner marine fuel. Tankers, cargo ships and even cruise liners are going to have to adopt a new type of fuel — or pay the price.
One story some analysts are missing is the price of lumber. After surging to a new all-time high in May, futures prices fell 48% by the end of the year.
The price of natural gas has swung wildly in the past several weeks. But hedge funds remain bullish. They hit a record long on natural gas in November.
Things can’t get much worse for soybean prices. However, as all good natural resource investors know, from great pain comes great opportunities.
The flurry of sales on ribs isn’t an accident. It’s a side effect of the tit-for-tat tariff match between the U.S. and China.
“Record supplies” is all that needs to be said to turn off most resource speculators. But the story here is not as straightforward as it seems.
Hurricane Florence is one of the strongest storms to threaten the Eastern Seaboard in decades. However, there will be a silver lining for some.
As I sat among some of the smartest geologists, analysts and fund managers in the mining sector, it really hit home. The copper market is going to boom.
Recent plans to impose tariffs on steel and aluminum imports have economists worried. But this isn’t the first tariff announcement in recent months.
The price of lumber is up 10% since Harvey hit in August. That’s sending timber companies’ shares soaring.
As Hurricane Irma approached Florida, traders looked for possible gains in orange juice. But the smart money was selling orange juice instead of buying.
When you have a major South Florida hurricane, the price of oranges goes up. And that’s just one of the many impacts a hurricane has on the markets.
Investors want Uber and Google, not cotton and wheat. They want Apple, not apples. Food is boring. Now that sentiment has hit an unusual extreme.
Cocoa prices are near an eight-year low. And as a natural resource investor, this kind of situation is a dream come true.
Ethanol ruins gasoline, but it has spurred a huge windfall for corn farmers. Today we have an investment opportunity in this once-beloved Midwestern staple.