The Energy Report
Notable Quotes
"CHK is active in the Marcellus sweet spot in northwestern West Virginia." (5/16/13) Chesapeake Energy Corp. - The Energy Report Interview with Josh Young More >
"FCU is on to the most exciting uranium discovery to come around in quite a while." (5/14/13) Fission Uranium Corp. - The Metals Report Interview with Brent Cook More >
"Majors like RDS are moving toward gas." (5/9/13) Royal Dutch Shell Plc - The Energy Report Interview with Keith Schaefer More >
"ACFN delivered its new fiber optic geophone to an unnamed supermajor for testing, which should begin in May." (5/2/13) Acorn Energy Inc. - The Energy Report Interview with James McIlree More >
"ARW's new reserve estimate on West Hazel is a really good number." (4/30/13) Aroway Energy Inc. - The Energy Report Interview with Bob Moriarty More >
Potash News Articles
Play Housing and Agriculture with Energy
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet." - 10/18/2012
Fertilizer Could Power Quebec
"Workers in Becancour, Quebec who are facing the imminent closure of a nuclear power plant, may soon find new jobs." - 10/10/2012
Aussie Projects Gone to Potash
"Speculation that a potash project in Canada has leapt ahead of major Australian projects in BHP Billiton's order of preference have been reinforced by new documents released by the company." - 10/02/2012
Potash Corp. Sees Higher Global Potash Demand in 2013
"Global demand for the soil nutrient potash, key for growing crops like corn, looks likely to climb to 56–60 Mmt in 2013, depending largely on a potential sales rebound to India." - 09/06/2012
Invest in What China Needs to Buy: Don Coxe
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status. - 08/28/2012
Saskatchewan Premier Comes Around to Rejigging Potash Royalties
"Musing this week by Premier Brad Wall that his government should rejig the way it collects royalties from potash producers is somewhat of a surprise, given the stance of his Saskatchewan Party during the election campaign." - 08/24/2012
Potash Supply Glut Delays New Vale Project
"However, Saskatchewan Minister of the Economy Bill Boyd says he still sees 'significant ramping up of spending between the existing players and new entrants.'" - 08/17/2012
Fertilizer Giant Seeks Canadian Potash Mines
"The price of the commodity has increased at least 13% from a year earlier as countries including China, the world's largest consumer, paid more for imports after a drought in the U.S. pushed up the cost of grains." - 07/25/2012
Why Vale's Massive Potash Project Isn't Bad News for Juniors
"Vale's huge Rio Colorado project might seem like a buzzkill for Brazil-based juniors, but according to Mackie Research Analyst Jaret Anderson, there is plenty of room for additional potash projects in the country." - 07/23/2012
Salazar Proposes Potash, Oil and Gas Plan
"Interior Secretary Ken Salazar introduced a proposal that could end a decades-long squabble over oil and natural gas development in an area that makes up the nation's greatest potash reserve." - 07/12/2012
Large-Cap or Small-Cap Potash Stocks for the Long Haul?
"With a drought spreading across a good portion of the country, it's a good time to take a closer look at large- and small-cap potash stocks." - 07/10/2012
The Race for Canada's Pink Gold
"A greater reliance on potash promises to virtually double the output of emerging economies' agricultural sectors." - 06/25/2012
Saskatchewan's First New Potash Mine in 40 Years Breaks Ground
"Despite a historic policy of expropriation that cost K+S Group its first Saskatchewan potash operation in the 1970s, the German company has returned four decades later with its new Legacy project." - 06/20/2012
It's Growing Season, But Not for Fertilizer Stocks
"The seasonal trend analysis shows that historically, investors would be wise to wait until later in the year, when the fertilizer group typically bottoms." - 06/13/2012
Forget the Financial Crisis, It's Food You Should Be Worried About
"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen." - 06/05/2012
North American Potash Inventories Rise in March
"North American potash inventories at the producer level, a key indicator of market sentiment, rose surprisingly in March ahead of the region's spring planting season." - 04/17/2012
Chinese Potash Contracts Give Market Hope
"China's activity in the potash sector has brought mixed reactions to the potash market in early 2012. But with the first week of spring upon the Northern Hemisphere, the promise of record grain prices has kept sentiments high as farmers begin entering the market." - 03/22/2012
Fertilizer Industry Pins Hope on Urea Price Hike
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce." - 03/06/2012
Vote OKs Continued Potash Exploration on Sask, First Nation
"Voters on central Saskatchewan's Muskowekwan First Nation have given their OK to a historic proposal to designate lands for exploration for potash—and a possible mine." - 02/29/2012
Year in Review: Digging into Potash Stocks
People have to eat. That seemed to be the consensus of the markets in 2011, which saw potash gaining traction as a new kind of safe haven. A resource that promises higher crop yields in a time of exploding global population growth, potash is ripe with potential profits for investors who choose carefully. The Energy Report dug deeper into this sector in 2011, interviewing analysts and industry experts who shared how to gain exposure to this growing market. - 12/29/2011
Karnalyte Gets Major Financing for Saskatchewan Potash Mine
"Karnalyte Resources secured what amounts to a hefty down payment in a bid to finance construction of its Wynyard potash project in Saskatchewan and become Canada's next potash producer." - 12/01/2011
Why the World's Biggest Miners Like Potash
"The potash story is just starting. Unlike other resource plays, there is no cycle, demand is always going to be there and it is rising year-over-year, making potash an excellent play in what will be a long-term agricultural commodities bull market." - 12/01/2011
Top-Rated Energy Investing Advice Revisited
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years. - 11/22/2011
Crop-Killing Drought to Push Food Inflation Even Higher
"'The food will be available; you're just going to pay a higher price.'" - 11/17/2011
European Shareholders a Boon for Resource Explorers
"Fresh shareholders from Germany, Austria, France and Switzerland are showing up in the rosters of Canada metals and potash explorers." - 11/10/2011
A Potash Milestone
"Over the next fifty years, as we add another 4.5 billion people to the world's population, global demand for food will increase almost 70% if population growth predictions are correct." - 11/03/2011
India Grapples with Skyrocketing Fertilizer Costs
"Fertilizer costs around the world are skyrocketing, and India's struggling rupee makes necessary crop nutrients even more expensive." - 10/13/2011
Historic Value in Energy Stocks
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy." - 10/11/2011
Fertilizer Stocks a Growth and Value Harvest
"'The demand for agriculture commodities has been immune to economic downturns with lower income elasticities of demand compared to either industrial metals or energy.'" - 10/11/2011
Amine Bouchentouf: Offshore Oil Key to Future Supplies
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world. - 10/06/2011
Potash Mining in Kazakhstan
"The search for potash sources is piquing around the globe, including in Kazakhstan, where long-known reserves remain untapped." - 10/04/2011
USGS Finds Earth More Acidic
"While companies in coal regions in the eastern U.S. have taken steps to improve their environmental legacy, regulations to do so in China aren't yet in place." - 09/26/2011
Potash and Phosphate Q411 Outlook
"The potash and phosphate markets are positioned to post a strong fourth quarter. The biggest gains were made in Q311, when producers were able to ink supply contracts." - 09/22/2011
More Upside Seen for Fertilizer Producers
"CIBC World Markets anticipates supply constraints from the rising costs of building new capacity." - 09/21/2011
Saskatchewan, Potash to Lead Canada's Growth
"RBC Economics upgraded its growth forecast for the province to 4.3% from 3.8%, a revision based largely on increased potash demand." - 09/13/2011
Potash Prices Could Beat $650/t by End 2012
"As the supply-demand equation for potash continues to tighten, prices will continue to climb." - 08/31/2011
A Look at Seasonal Potash Plays
"The fertilizer sector has a history of moving higher from August to December. What are prospects this year?" - 08/30/2011
Potash Continues to Have Promise
"Scotiabank Group's Patricia Mohr predicted potash prices will tighten next year 'with onward growth in world consumption in the face of only limited new mine and mill capacity expansion.'" - 08/25/2011
Phosphate Producers Poised to Benefit from Tight Grain Market
"As grains prices rise, so does the incentive for farmers to apply fertilizer to maximize yields. Grain prices have skyrocketed in the past year." - 08/18/2011
Agricultural Equities Poised to Pop
"With depressed yields of major agricultural crops leading to tight inventory levels, the soft commodities bull case remains intact." - 08/10/2011
Potash Producers Reaping Record Profits
"Stock markets may be shaky and North American economies sluggish, but one sector is showing no signs of slowing down—farm fertilizer." - 08/04/2011
First Nations Chiefs Call for Meeting with Province over Potash
"Leaders with Saskatchewan First Nations are calling for a summit to discuss Aboriginal treaty rights, which they claim have been violated." - 07/26/2011
End of Potash Import Ban Good News for EU Farmers
"The potash market has changed beyond recognition since the EU's anti-dumping measures were put in force." - 07/20/2011
China Threatens Russia Bid for Potash Control
"China may thwart Russian efforts to control half the potash market as Belarus sells its assets to stave off a deepening economic crisis." - 07/11/2011
Potash Mining Controversies
"Potash mining is abuzz with environmental, political and financial controversy." - 07/07/2011
Goldman Raises Potash Price Forecast
"Goldman Sachs raises potash price forecast by 6%–9% through 2012." - 06/28/2011
New Potash Czar in the Making
"Russian tycoon Suleiman Kerimov is about to challenge PotashCorp's hegemony as the world's largest potash producer." - 06/20/2011
Pentagon Presents Its First Energy Plan
"Plan aims to benefit both the battlefield and budget-conscious DC." - 06/15/2011
Russian Billionaire to Create World's #1 Potash Co.?
"Kerimov may buy 50% stake in Belaruskali, creating largest global producer." - 06/09/2011
Betting on the Farm with ETFs
"For investors, the time is now and potash ETF choices have never been greater." - 06/06/2011
Fertilizer Makers Gain on Analyst Optimism
"Analysts see a further strengthening of the agriculture industry and strong crop prices." - 06/01/2011
Saskatchewan Eyes $43B Expansion
"The region's robust potash, uranium and precious metals sectors are poised to benefit." - 05/31/2011
Potash Firm Seeks Mineral Leases from UK Landowners
"Under UK laws, mineral deposits at any depth 'from the surface to the Earth's core' are effectively owned by the landowner." - 05/25/2011
Potash Exporters, India May Reach Agreement Soon
"The battle over potash shipment prices may soon come to a close." - 05/18/2011
Asia and Canada: Marriage Made in Resource Markets
"Canada is resource-rich, and Asia is potash-hungry." - 05/12/2011
India to Create Buffer Stock of Fertilizers
". . .to ensure supply of potash, di-ammonium phosphate and urea." - 05/04/2011
Exploring for Potash: The Holbrook Basin
"Many economists are predicting runaway potash demand." - 05/04/2011
Fertilizer Earnings: What's There to Worry About?
"The good times are rolling for potash producers, but a few questions remain." - 04/27/2011
North Dakota Potash Tax Looks to the Future
"It's a win-win situation." - 04/25/2011
Potash Tops 2009 Highs
"Dwindling inventories prompted the boost as high crop prices had farmers ramping-up fertilizer applications." - 04/20/2011
Ag Will Have a Role in Growing Alt Energy
"Ag could play a prominent role in U.S. energy production over the next 20 years." - 04/18/2011
Germany Backs French Commodity Regulation Plan
"France urges G20 nations to support limits on commodities trading positions, allowing for intervention at times of instability." - 04/13/2011
EU Potash Firms Warn of Russia, Belarus Fertilizer
"Industry officials argue that keeping import duties in place on Russian and Belarusian potash is essential to protect Europe's remaining producers." - 04/11/2011
Harsh Times—A New Normal
"Are the coming harsh times and potash on your radar screen?" - 04/11/2011
New Brunswick Seeks Potash Mining Proposals
"Interested parties are asked to propose a share of profits they would also contribute to the province, in addition to standard royalties." - 04/07/2011
North Dakota Potash Tax Seeds Public Debate
"Potash mining may soon begin in North Dakota, and state lawmakers are considering how much to tax the material and where the money should go." - 04/06/2011
Produce Price Spike Boosts Potash
"Market conditions almost match potash's record year of 2008, when prices touched $1,000 a ton." - 03/30/2011
Potash Supply
"Potash supply growth is critical to expanding global food output." - 03/28/2011
Soaring Potash Use to Test Production Ability
"Shipments could test industry production limits in 2011." - 03/24/2011
Saskatchewan Oil, Potash Revenue Brings Surplus
"Saskatchewan cuts debt, collects oil and potash revenue while most provinces are running deficits." - 03/23/2011
Putin Orders Government to Rein in Fertilizer Prices
"Putin calls for iron fist on a 'cartel-like' industry." - 03/02/2011
USDA Corn Forecast Good News for Fertilizer Producers
"U.S. corn supplies will match lows not seen in 15 years." - 02/09/2011
Brazil Fertilizer Boom Adds to Port Strain
"Ships face up to 23-day delays to unload fertilizer at Brazilian docks."
More Experts
"I think everyone is expecting BSP's share value to grow." (4/25/13) Big Sky Petroleum Corp. - The Energy Report Interview with Jim Letourneau More >
"Things seem to be going well on the development front for MMT." (3/28/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque More >
"The sum of the value of NZ's individual assets should be higher than its current valuation." (3/28/13) New Zealand Energy Corp. - The Energy Report Interview with Amin Haque More >
"Our favorite takeout target is URZ." (3/26/13) Uranerz Energy Corp. - The Energy Report Interview with Jeb Handwerger More >
"FIS has the right management team that made not one, but two major discoveries." (3/21/13) Fission Energy Corp. - The Energy Report Interview with Marin Katusa More >