Varun Chandan

One of the biggest beneficiaries of the shale boom in the U.S. have been refiners such as Valero Energy, Marathon Petroleum, and Phillips 66. However, it has also led to calls for the U.S. to lift its decades-old ban on crude oil exports -- which is bad news for refiners.

Nickel prices have surged more than 50% this year, but are miners seeing the benefits?

While the uranium market faces challenges in the near term, the positive outlook for the long term is the reason I have a bullish stance on Cameco.

Russian gas giant Gazprom is looking to China to diversify its revenue sources.

Although aluminum producers have been slashing production, aluminum prices have remained stuck under $2,000 per ton.

Rio Tinto's lawsuit against Vale highlights the importance of Simandou iron ore deposit to miners.

As U.S. crude stockpiles continue to rise, refiners can expect more robust margins going forward.

Barrick Gold's and Goldcorp's first quarter results show that the two companies have adapted to the new gold price environment.

As expected, Vale's first-quarter results were negatively impacted by weaker iron ore prices.

As China's regulators crack down on iron ore import loans, an important source of demand in an oversupplied iron ore market is likely to be taken away.

Given BP's commitment to shareholder distributions, the company is the top pick among oil and gas majors.

U.S. steel companies remain worried over rising imports.

China is planning to appeal a WTO ruling on rare earth exports, however the restrictions imposed by China have ended up hurting its own rare earth miners.

There is likely to be an increase in M&A activity in the gold mining sector in the coming months.

The spread between WTI and Brent crude has been widening as crude stockpiles in the U.S. rise.

The lifting of ban on iron ore mining in the Indian state of Goa is not good news for the oversupplied iron ore market.

With potash prices finding a floor a great deal of uncertainty has ended for producers. However, there is limited upside potential for potash prices.

Vale stands to lose its entire investment in the Simandou iron ore project in Guinea.

The Middle East and Asia will be key growth drivers for oilfield services companies.

Gold prices have limited upside due to waning investor demand in the west. However, prices should be supported at around $1,200 an ounce due to Chinese physical demand.