Market Research

Commodities   Macro   Energy

Coal, an unloved and fading commodity

With more and more government and leading companies pledging to go carbon neutral by 2060 or earlier, coal investing is becoming less and less popular. Is there any investment opportunities left in the commodity?

Commodities   Technology   Communications

Nothing can stop Cellnex, the M&A machine

Since 2015 Cellnex has been buying every standing telecom tower until it owned a fifth of the entire telecom real estate. What is the reason for such a fast success and what does the future look like?

Stocks   Commodities   Metals  

Georgia runoff spike could start a 'laggard trade' in gold mining stocks

Early signs are that gold mining stocks continue to attract interest from investors in 2021 with hopes for a possible 'laggard trade' to chase the high price of gold.

Commodities   Global Warming   Environment

Water scarcity gave birth to water futures in the US

You were maybe familiar with gold, oil, and other commodities futures. Why? Because they are scarce resources. Their prices fluctuate and buyers fear not being able to afford their prices. Recently, it seems that water, a resource that, in appearance, looks to be everywhere. Why?

Commodities   ESG investing   Beginner

Uranium stocks are (radio)active. The next big thing in ESG investing?

There has been a burst of activity in Uranium stocks with double digit single day gains following a US bill that classified uranium alongside other minerals as vital to national security.

Forex   Commodities  

These days investors 'dig' commodity currencies...

A jump in basic resource prices has seen the Aussie and Loonie at their highest in 2 years vs the dollar. Can commodity FX keep doing the heavy lifting?

Commodities   Energy

OPEC Meeting preview: $50 oil coming soon?

A jump in the price of crude oil has added an extra twist to the coming OPEC+ decision about what to do with its production quotas.

Commodities   Metals  

COVID vaccines are party-poopers for gold

Since the the news of effective COVID vaccines, the price of gold has plummeted for 3 weeks in a row to hit a 4-month low. Is this the end of the party for gold?

Commodities   Metals   ESG investing

Copper hits 2-year high in new era of ‘sustainability’ and China-based contracts

A reputation as ‘sustainable’, new renminbi contracts and booming infrastructure spending in China just sent copper prices to a 2 year high.

Commodities   Energy   ESG investing

Oil rose 10% in one day, time to look again at Big Oil stocks

Oil sprung higher this week, given a new lease of life by promising vaccine news. The oil price gains make beaten up Big Oil stocks worth another look.

Stocks   Commodities  

Cannabis stocks: Why they got smoked (..but are lighting up again)

Top cannabis stocks are up as much as 20% in the days following the US election but why did they drop so much since peaking in 2018 and is this the bottom?

Futures   Commodities  

The bullish vs. bearish case for oil under a President Biden

Oil prices have just struck a 5-month low because European lockdowns hamper energy demand. Will the breakdown continue or abate if Biden gets elected?

bg-morningflow