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The Gold Report: In January, you told The Gold Report that the price of gold is driven by market panic and inflation, neither of which looks imminent. If investors can’t expect higher gold prices in the near term, why should they be in this space? Thibaut Lepouttre: I’ve never been a goldbug but I see

The Energy Report: Keith, the first U.S. grassroots refinery in nearly 40 years just began operation in North Dakota. Is the growth in U.S. oil production going to catalyze refinery construction? Keith Schaefer: I’m going to say no. U.S. production has peaked and we’re doing just fine, so I don’t see any great need for

The Gold Report: Canadian and Australian miners have realized a 25–30% premium due to the strong U.S. dollar. How has the U.S. dollar affected Peruvian miners? Ricardo Carrión: Peruvian miners have realized a similar benefit due to currency exchange. This factor has resulted in lower costs for the Peruvian industry. In addition, miners have also

The Gold Report: At the subscriber investment summit in Toronto in March 2015, you had a talk titled “Life in a Zero Yield World.” What is wrong with that world? Eric Coffin: A zero yield world is the result of four or five years of central banks essentially buying the hell out of the bond

The Energy Report: The prices of West Texas Intermediate (WTI) and Brent have recently rebounded to about $60 per barrel ($60/bbl) and $65/bbl, respectively. Where do you see them going for the rest of the year? Angelos Damaskos: The oil industry expects oil to recover to $75/bbl in the near term because this is the