Companies covered: National Oilwell Varco, Inc. (NYSE:NOV), China Suntien Green Energy Corp. (HKG:0956), China Petroleum & Chemical Corporation (NYSE:SNP), PT Puradelta Lestari Tbk (IDX:DMAS), Surya Semesta Internusa Tbk PT (IDX:SSIA), Bekasi Fajar Industrial Estate Tbk PT (IDX:BEST), Modernland Realty Tbk PT (IDX:MDLN), CSE Global Ltd. (SGX:544), Hilong Holding Ltd. (HKG:1623), Huaneng Renewables Corp. Ltd. (HKG:0958), SilverCrest Metals (NYSEAMERICAN:SILV), Barrick Gold Corporation (NYSE:GOLD), Newmont Corporation (NYSE:NEM), OceanaGold Corp (OTCMKTS:OCANF), BP p.l.c. (NYSE:BP), Royal Dutch Shell PLC (NYSE:RDS/A), Chevron Corporation (NYSE:CVX), Detour Gold Corporation (OTCMKTS:DRGDF), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Sydney Airport Holdings Pty Ltd. (ASX:SYD), Boralex (OTCMKTS:BRLXF), AngloGold Ashanti Limited (NYSE:AU), Endeavour Silver Corporation (NYSE:EXK), Agnico Eagle Mines Limited (NYSE:AEM), Gold Standard Ventures Corporation (NYSEAMERICAN:GSV), TMAC Resources (OTCMKTS:TMMFF)