Potash

Jim Rogers: Commodity bull market hasn't gone away

Frik Els | August 26, 2015
Jim Rogers: Commodity bull market hasn't gone away

Commodity investing legend says the Chinese market is on its way to "finding a good bottom."

BHP Billiton posts worst profit in over 10 years

Cecilia Jamasmie | August 25, 2015
BHP Billiton posts worst profit in over 10 years

As prices for the company's four key "pillar" commodities —iron ore, metallurgical coal, copper and oil and gas — have all dropped to multi-year lows in the past 12 months.

Frik Els

CHART: Stop panicking about China and mining

Frik Els | August 24, 2015
GRAPH: Stop panicking about China and mining

We're not in 2008 – plotting global economic growth against commodity prices shows metals and mining sell-off is disconnected from realities on the ground.

Canadian mining stocks outperform metals prices

Frik Els | August 24, 2015
Canadian mining stocks outperform metals prices

Canadian junior and mid-tier mining companies also raised 62% more capital in the second quarter than in 2014.

Frik Els

Mining private equity is being fundamentally transformed

Frik Els | August 23, 2015
Mining private equity is being fundamentally transformed

Appian Capital founder Michael Scherb: "You're now seeing the same changes in mining that happened in oil and gas which is now heavily supported by PE"

Visual Capitalist

INFOGRAPHIC – On the precipice: Will global markets follow commodities off the cliff?

Visual Capitalist | August 21, 2015
INFOGRAPHIC - On the precipice - graph

Today may be the end of this trend of divergence. US equities are at a precipice: fueled by low rates and quantitative easing for years, they have finally started to tumble from record highs.

Forget slower growth, worry about Chinese GDP contraction

Frik Els | August 20, 2015
Forget slower growth, worry about Chinese GDP contraction

Chinese rail freight tonnage – a key indicator for economic activity and the commodities trade – has plunged by 10.2% this year.

Graphite could be the next best fertilizer

Archer Exploration Pty Ltd | August 20, 2015
GT

Graphite has been touted as a leap forward for our mobile world of battery-powered gadgets, but it may also help plants grow.

Glencore stock getting hammered as China slowdown, commodities rout hit profit

Cecilia Jamasmie | August 19, 2015
Glencore stock getting hammered as China slowdown hits profit

The world's leading commodity trader stock slumped to a record low Wednesday after it revealed it swung to a steep first-half loss of $676 million.

K+S secures major potash supply deal from its Canadian Legacy mine

Cecilia Jamasmie | August 18, 2015
K+S secures major potash supply deal from its Canadian Legacy mine

The agreement with Kansas-based Koch Fertilizer comes as the European firm attempts to fend off a takeover bid from Potash Corp.

Glencore sells stakes in three assets, gets only $290 million

Cecilia Jamasmie | August 14, 2015
Glencore sells stakes in three assets, gets only $290m

Investors weren't happy with the news. The stock dropped to record lows Friday, becoming the top loser on FTSE 350 mining index.

Is Glencore about to dump $16 billion of stockpiles?

Frik Els | August 13, 2015
Glencore may have to dump $16 billion of stockpiles

JP Morgan Cazenove says Swiss commodity trading giant has to start off-loading inventory to slash its $48 billion debt pile and keep its credit rating.

China's surprise currency move is more bad news for Canadian commodities

Business in Vancouver | August 11, 2015
Canadian miners performance down 15% in Q3 on falling metal prices

Stock markets in Canada and the United States fell sharply on the news that China had allowed the yuan to drop 2%.

K+S rejects again takeover offer from Potash Corp.

Cecilia Jamasmie | August 7, 2015
K+S rejects again takeover offer from Potash Corp.

The latest offer was unchanged in its value, but included a more formal “business combination agreement,” K+S said

Potash Corp-K+S deal may limit further consolidation-Mosaic

Reuters | August 4, 2015

A possible takeover of German potash miner K+S by Potash Corp of Saskatchewan would make further consolidation less likely, the incoming chief executive of fertilizer maker Mosaic Co said on Tuesday. via Potash Corp-K+S deal may limit further consolidation-Mosaic | …

Canpotex taps Cameco's Seitz as next CEO

Reuters | August 4, 2015

Canpotex Ltd, the potash export sales arm for Potash Corp of Saskatchewan, Mosaic Co and Agrium Inc, said on Tuesday that Ken Seitz would succeed Steve Dechka as chief executive officer on Nov. 1

Mosaic shares bounce on 'robust' outlook

Frik Els | August 4, 2015
Mosaic shares bounce on 'robust' outlook

Fertilizer giant's potash production, sales and selling prices all tracking at upper range of forecasts.

Gwen Preston - Resource Maven

It’s not the end of the world

As the media bashes gold and Shanghai crashes again, it's easy to get despondent.

World's increasing appetite points to upside for ag input companies: Paradigm's Spencer Churchill

The Energy Report | July 28, 2015

In this interview with The Energy Report, Churchill examines agricultural trends and discusses companies that can benefit from the world's increasing appetite, including one company with a streaming model unique in the ag sector.

Yancoal Canada vets new potash mine proposal

Andrew Topf | July 26, 2015
Image courtesy of Yancoal Canada Resources.

The 2.8-million tonnes per year greenfield facility would mine the potash using the solution method.

Caterpillar CEO says more restructurings are likely

Michael Allan McCrae | July 24, 2015
caterpillar restructings are like q2 doug oberhelman

Strong greenback is another drag.

BHP Billiton beats iron ore guidance, takes copper write-downs

Cecilia Jamasmie | July 22, 2015
BHP Billiton beats iron ore guidance, takes copper write-downs

The world's No.1 miner will continue boosting its iron ore output, adding to a global glut and keeping pressure on prices.

K+S rejects fresh approach from Potash Corp.

Cecilia Jamasmie | July 21, 2015
K+S rejects fresh approach from Potash Corp.

With the deal, Potash Corp. could regain some of its historic dominance over the fertilizer market, since the two companies combined account for 30% of the global potash production.

Canadian provinces to cut fuel use, boost tidal energy

Cecilia Jamasmie | July 21, 2015
Canadian provinces to cut fuel use, boost tidal energy

The deals represent two ground-breaking initiatives to make Canada’s mining industry more fuel-efficient and environmentally friendly.

Gwen Preston - Resource Maven

Little left to lose

Perhaps. But when a sector is so downtrodden that it barely shrugs at major global economic events, there is little left to lose.

BHP Billiton to take a $2.8 billion write-down on US assets

Cecilia Jamasmie | July 15, 2015
BHP Billiton to take a $2.8 billion write-down on US assets

With this impairment BHP will have written down its oil and gas business by more than $4 billion since 2011.

More »