bluemarkanalysis

Joshua Bondy

Joshua Bondy works in the energy and materials sector. He works hard to bring to light the underlying forces that drive prices and move the market.

bluemarkanalysis’ Activity

Yesterday

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Article

bluemarkanalysis published an article 4:29 PM

Fundamentally, Southern Copper Corp Is Promising

There are challenges in the copper market, but it's time to look past China and focus on costs.

Mon Apr 14

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Article

bluemarkanalysis published an article 1:35 PM

For Valero and HollyFrontier, the Gravy Train Continues

With the Brent-WTI spread expected to remain strong, U.S. refiners HollyFrontier and Valero will keep pumping out big profits.

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Article

bluemarkanalysis published an article 9:41 AM

Is the Lithium Market Hiding Big Risks?

Demand for lithium is growing by leaps and bounds, but miners like Sociedad Quimica y Minera, Rockwood Holdings, and FMC may be in for a rough ride.

Thu Apr 10

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Article

bluemarkanalysis published an article 10:24 AM

Now Is the Time to Bet on Natural Gas

Drillers are one bet on the growing U.S. natural gas industry, but investing in pipelines is a very attractive alternative.

Wed Apr 9

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Article

bluemarkanalysis published an article 9:58 AM

When It Comes to Oil, Bigger Isn't Always Better

By investing in a small number of companies you can replicate ExxonMobil's upsides without many of its downsides.

Mon Apr 7

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Article

bluemarkanalysis published an article 2:00 PM

Biogas: The Other Side of the GE-First Solar Alliance

GE's efficient turbines work with many types of feedstocks, and they will create a future where small distributed biogas and solar installations work together to provide stable energy.

Thu Apr 3

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Article

bluemarkanalysis published an article 11:22 AM

Kinder Morgan Inc. Is the Stock for the New World

In the midst of political instability Kinder Morgan Inc. is a great place to stash your hard-earned funds.

Tue Apr 1

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Article

bluemarkanalysis published an article 10:21 AM

American Oil Shouldn't Be Afraid Of Russia

The growth in U.S. oil production means that the U.S. doesn't need to be too scared of Russian oil.

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Article

bluemarkanalysis published an article 9:42 AM

SunPower and First Solar Should Thank Refiners

Refinery upgrades are pushing the price of natural gas upward and solar manufacturers are first in line to benefit.

Mon Mar 24

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Article

bluemarkanalysis published an article 12:37 PM

Is SunPower Really Worth 2.5 Times First Solar?

SunPower is on the upturn while First Solar is hard at work improving its products, but does this really warrant such a big difference in valuation?

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Article

bluemarkanalysis published an article 12:21 PM

What Can We Learn From Barrick Gold's Mistakes?

Taseko's and Barrick's recent struggles show just how important it is to learn from the mistakes of others.

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Article

bluemarkanalysis published an article 9:11 AM

Is Potash a Better Inflation Hedge Than Gold?

Potash sellers like PotashCorp and Agrium offer inflation hedging that outshines gold in steady inflation environments.

Tue Mar 18

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Article

bluemarkanalysis published an article 9:49 AM

The Regulatory Risk in Crude-by-Rail

Refiners and midstream MLPs can easily be hurt by towns and states pushing back against crude-by-rail projects.

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Article

bluemarkanalysis published an article 9:16 AM

Copper's Chinese Fears Are Overblown

If you look at the basic economic figures, it is clear that China will need much more copper to continue economic development at the pace it wants.

Mon Mar 17

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Article

bluemarkanalysis published an article 9:21 AM

1 Metric You Need to Know Before Investing in Miners

When examining miners like Molycorp or BHP Billiton, it is important to look beyond simple profit margins.

Tue Mar 11

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bluemarkanalysis published an article 9:54 AM

Is U.S. Coal Overhyped?

Mining equipment manufacturers Joy Global and Caterpillar are hoping for a rebound in the U.S. coal market, but Alpha Natural Resources and Arch Coal show that the U.S. coal miners still have a way to go.

Mon Mar 10

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bluemarkanalysis published an article 2:54 PM

Yes, TransCanada Can Survive Without Keystone XL

In the midst of what could at times be described yellow journalism, it is easy to forget that TransCanada offers much more than Keystone XL.

Fri Mar 7

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bluemarkanalysis published an article 2:38 PM

Ignoring Suncor Energy Inc Could Be an Expensive Choice

The latest numbers show that existing Canadian oil production is surprisingly cheap.

Mon Mar 3

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Article

bluemarkanalysis published an article 8:18 AM

Is It Time to Buy Cameco Corporation?

Uranium is slowly coming back from a deep freeze, but it still pays to look at the numbers before buying uranium miners.

Tue Feb 25

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Article

bluemarkanalysis published an article 12:53 PM

Don't Expect $10 Gasoline Anytime Soon

Doom and gloom sells well, but it is very unlikely that the U.S. is going to implode from $10 gasoline anytime soon.

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