Executive Briefing
Summary of Today's Top Sector Commentaries
State of the Union: How to Profit from President Obama's New Clean Energy Challenge
"I see three initial questions arising from President Obama having thrown down the 'clean energy challenge' gauntlet: Is it a good idea? Is it attainable? How can investors profit? Let's take a look at—and answer—all three." - Kent Moors, Money Morning (1/26/12) More >
Obama Will Open Federal Public Lands to Natural Gas Exploration
"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'" - Dorothy Kosich, Mineweb (1/25/12) More >
Will Iran Kill the Petrodollar?
"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar." - Marin Katusa, Casey Research (1/25/12) More >
Iranian Oil Sanctions
"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win." - Platts (1/25/12) More >
Peering Through Exxon's Looking Glass
"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades." - Frank Holmes, U.S. Global Investors (1/25/12) More >
Don't Frack Me Up
"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment." - Marin Katusa, Casey Research (1/19/12) More >
Is Nuclear Power Safe Yet?
"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource." - David Gillie, ETF Daily News (1/23/12) More >
Two Oil & Gas Game Changers
"Two major events rocked the oil and gas sector, but they weren't tied to ubiquitous market volatility or natural disasters. Whatever the cause, the result is that we have the opportunity to benefit nicely." - Kent Moors, Money Morning (1/23/12) More >
Week Thoughts: How Low Can Nat Gas Go?
"The more interesting question is: How long before it recovers? I'm betting it will be years at this point, and I'm not alone." - Hinds Howard, MLP HINDSight (1/21/12) More >
Streetwise Exclusive
The Global Clean Energy Challenge
Lithium Investment to Power Portfolios: Daniela Desormeaux
The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios. - George Mack of The Energy Report (1/26/12) More >
Read more Streetwise Exclusives. . .
including Potash's Current Calm Promises an Exciting Future: Corey Dias. - Brian Sylvester of The Energy Report (1/24/12) More >
Expert Analysis
"LAC could be one of the lowest cost lithium brine operations in the world." (1/25/12) Lithium Americas Corp. - Ken Chernin, Jennings Capital More >
"Mineralization at BAN's Onkelo West prospect may represent down-dip extensions." (1/24/12) Bannerman Resources Ltd. - Edward Sterck, BMO Capital Markets More >
"The Staffa acquisition is a good fit with INA's current development operations." (1/20/12) Iona Energy Inc. - Bill Newman, Mackie Research More >
"TGL's 3P reserves grew 43%, marking a production replacement in 2011 of 507%." (1/18/12) TransGlobe Energy Corp. - Toby Pierce, GMP Securities More >
"TGL knocked the lights out yesterday; it's a solid investment opportunity for a number of reasons." (1/18/12) TransGlobe Energy Corp. - Alexander Klein, Dundee Securities More >
"NPK should now be able to target a much larger market." (1/18/12) Verde Potash - Anoop Prihar, GMP Securities More >
Learn More About Companies in this Issue
Editor’s Picks
China's Energy Appetite
China's premier turned some heads when he suggested further development of nuclear energy.
XL Pipeline Doubt
Could the Keystone XL Pipeline plan be revived after Obama's rejection?
RDS: Unlocking Resources
Shell is developing a well manufacturing system that could unlock significant natural gas resources.
Energy Issues
Uranium Outlook 2012
Roger Wiegand talks about the long-term fundamentals for uranium.
Nuclear Jobs Cheered
A Spanish town cheers new nuclear waste plant and the jobs it will create.