Streetwise Reports' Article Archives — April 2014 back to current month (11)
Ed Sterck: Russian Sanctions May Have Utilities Squeezing Less Juice from Uranium Supply (04/29/2014)
Russia is a commodities giant, but supply isn't the major issue—enrichment is. With a 44% global market share, Russia's enrichment industry allows utilities around the world to squeeze more juice out of fewer lemons. In other words, Russian sanctions could mean utilities will have to use more natural uranium to make lemonade. That's how Edward Sterck sees it, and the uranium mining analyst for BMO Capital Markets predicts a supply deficit by 2018. In this interview with The Mining Report, Sterck delivers a comprehensive uranium market overview and shares uranium names that can juice profits in lean times.
Wind Energy Dominates US Power Under Construction (04/29/2014)
"For the first quarter of 2014, the Federal Energy Regulatory Commission found that renewable energy sources, primarily wind and solar, made up more than 90 percent of new installed power capacity, with natural gas making up the remainder."
Andrew Coleman Wants to Know if You Are Ready for the Global Oil Surplus (04/24/2014)
As North America continues to produce more oil and gas than the world knows what to do with, Raymond James Analyst Andrew Coleman thinks the sector is likely to remain sluggish. But if investing is a bit of a poker game, you need to learn to read the table if you want the best chance at a winning hand. In this interview with The Energy Report, Coleman explains the international supply/demand disparity and tells us which oil and gas producers he values highest in an uncertain energy market.
Why Energy Is Catching the Market's Eye (04/23/2014)
"In a spectacularly performing market during 2013, energy lacked some of the incredible performance seen throughout the other sectors, but recently it has turned up, catching the attention of the market yet again."
Do You Practice Quality of Life Investing? Michael Berry Does (04/17/2014)
Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come.
Why Ukraine's Gas Industry May Be the Most Profitable in the World (04/16/2014)
"Right now, the pipeline system is nothing but a conduit for Russian gas into Europe. It could be much more."
Three Key Metrics to Identify a Superstar Investment (04/15/2014)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits.
Don't put all your investments in one stock, warns S&A Resource Report Editor Matt Badiali. In this interview with The Energy Report, he shares a basket of companies that are extracting higher margins with ever-evolving shale drilling methods. Find out about his top tenbagger opportunities at home, in the so-called new science and factory shales, as well as his favorites in the far reaches of Kurdistan, where an eventual takeover draft looks likely.
The Irresistible Future of Natural Gas (04/08/2014)
"After years of being forced to operate the old way, LNG is going to allow for the global movement of natural gas and the establishment of numerous local spot markets."
Raymond James' Pavel Molchanov Sees Stars in the Expanding Cleantech Universe (04/03/2014)
Cleantech, an outperformer in the energy space since 2012, experienced a major expansion phase in 2013 that is still unfolding. In this interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov points to companies with innovative technologies, strong balance sheets and financial flexibility as examples of low risk with high-flying rewards. Find out about his strongest Buy recommendation, as well as a special situation in big oil.
Stephan Bogner and the Rise of a Euro-Sino-Russian Superpower (04/01/2014)
Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future.
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