A Product We Can Sell to China: Nat Gas

Source: Forbes, Christopher Helman (9/29/10)

"China's rising gas demand to drive U.S. LNG export game?"

The U.S. natural gas glut has depressed prices such that LNG terminal operators hope to start exporting rather than importing gas. Interestingly, Tradition Energy's Addison Armstrong describes China's rampant demand growth for natural gas.

"Chinese natural gas consumption was reported to have increased 23.8% to 8.8 billion cubic meters in August from a year ago levels, while consumption over the first eight months of the year grew 21% to 69.2 Bcm versus 2009 levels, according to the latest data from the Chinese National Development and Reform Commission (NDRC). Rising consumption appeared to be spread across the country and will put pressure on China to continue its effort to increase domestic production levels and both pipeline and LNG imports this winter to avoid shuttering factories during this upcoming winter to avoid a repeat of last year's winter shutdowns. The NDRC reported that gas inventories at Dagang storage site (the main storage site for the northern Beijing and Tianjin regions) has 1.6 Bcm of gas in storage, more than 400 Mcm above a year ago levels. . .Chinese imports of gas from Central Asia have risen to 2.38 Bcm during the first eight months of this year and. . .August gas imports (including LNG imports) nearly doubled from year-ago levels to 1.77 Bcm."

One billion cubic meters is ~35 bcf. If my math is right, then China's daily gas demand is ~10 bcf, having grown from about 7.5 bcfd a year ago. This consumption level is modest relative to U.S. demand of more than 60 bcf per day. We can expect rampant growth in China's gas demand for years to come–especially if the nation accedes to green pressure to slow its building of coal-fired power plants. All the more reason for U.S. producers to get into the LNG export game.

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Latin America: Six Gold Juniors Amass 100M+ Ounces
Source: Marc Davis, BNW News (05/25/2010)

Latin America, the world's last great mineral frontier for prolific gold discoveries, is proving a godsend for some lucky investors.

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."

I haven’t spoken to my old mining stock friend, noted and universally respected gold stock guru, Bob Bishop, about Rare Element in a year, but I hear he is still a supporter and very large shareholder. I don’t believe he will hold it against me to remind you that this was one of his favorite holdings when he left the newsletter writing business. . .

It's Only the Beginning for Uranium
Source: www.financialinsights.com (06/03/2005)

Dr. Richard S. Appel, author of Financial Insights, first became bullish on uranium in mid-2003, when it appeared obvious that its supply versus demand equation was fated to seriously drive higher its price. Since then, a series of events in the uranium industry has led Appel to believe that uranium prices will reach never before seen levels.

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