Sowing the Wind in the Oil Markets
Source: Mike Berry, Disruptive Discoveries Journal��(2/2/15)
"Will U.S. consumers spend this unexpected and new income or save it?" More >

Michael Waring Has Seen the Energy Downturn Movie Before, and He's Not Worried
Source: Tom Armistead of The Energy Report��(1/29/15)
With oil and gas prices down, it's time to cull the herd, sell marginal producers and double down on the strong ones in your portfolio, says Michael Waring, founder of Galileo Global Equity Advisors Inc. In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed. More >

Lies and Deception In Ukraine's Energy Sector
Source: Oilprice��(1/28/15)
The Ukrainian government has repeatedly claimed it is doing its best to improve the oil and gas investment climate, but official statements are the opposite of the reality, as Prime Minister Arseniy Yatsenyuk is leading the great deception. More >

Want to Avoid Oil's Gloom? Turn to the Sun, Says Outsider Nick Hodge
Source: Kevin Michael Grace of The Energy Report��(1/21/15)
While some celebrated shale oil as a "boom," Nick Hodge derided it as a "Ponzi scheme." Today the shale sector quivers before the specter of falling oil prices, and the oil majors that have invested heavily in shale may be humbled. In this interview with The Energy Report, the founder of the Outsider Club and investment director of Early Advantage argues that nuclear energy is about to reassert itself, and that solar power is on the verge of becoming a major energy source. He also highlights one uranium and four solar companies with especially bright futures. More >

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report��(1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >

Geology and Logistics Make the Bayovar 12 Phosphate Project Tough to Beat
Source: Brian Sylvester of The Mining Report��(1/15/15)
The planet's population is growing by 60 million each year. More crops on less land will mean farmers will have to use more fertilizer, and that's an investment thesis worthy of a closer look. Savvy investors will want to take a look at phosphate, a key element in fertilizer, and the companies that mine it. Focus Ventures Ltd. is earning a 70% stake in a phosphate project in Peru that should be a low-cost producer for decades to come. In this interview with The Mining Report, Focus President and Director David Cass and Vice President of Corporate Development Ralph Rushton discuss some the finer points of the phosphate market and their flagship Bayovar 12 project. More >

Jason Wangler Throws a Lifeline to Oil and Gas Investors
Source: Tom Armistead of The Energy Report��(1/15/15)
The crash in oil prices and the continued depression in gas prices have exploration and production companies and their services providers hunkered down, cutting capital expenditures and trying to bring spending into line with income, says Wunderlich Securities Analyst Jason Wangler. The likely survivors have similar traits, and in this interview with The Energy Report, Wangler shares their secrets, and names companies he expects will have an especially bright future. More >

Charting Uranium's Gain, Brent Cook Looks for Sweet Spots in the Athabasca Basin
Source: JT Long of The Mining Report��(1/13/15)
As nuclear plant restarts take effect in Japan, both market sentiment and fundamentals are seeing positive boosts. Here to discuss the sea change is expert geologist and astute investor Brent Cook, author of Exploration Insights. In this interview with The Mining Report, Cook explains the forces behind uranium's recent price uptick, and describes what kinds of uranium mining projects are worth an investment in this market. More >

Revolutionary Oil Prospector Richard Masterson Shares Fracking Investment Opportunities Gov. Cuomo Can't Touch
Source: George S. Mack of The Energy Report��(1/8/15)
Richard "Rich" Masterson, a Midland, Texas-based consulting geologist, has helped originate oil and gas projects with previously unseen potential. In this interview with The Energy Report, Masterson describes the significance of innovative science and new methods of prospecting to locate and liberate large amounts of energy, regardless of NIMBY politics like those playing out in New York State. He also brings projects and companies with potential upside for investors to the surface. More >

Are You Ready for the January Effect?
Source: JT Long of The Mining Report��(1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >

Lithium in 2015: Positioning for the Inflection Point
Source: Chris Berry, Disruptive Discoveries Journal��(1/5/15)
"With an overall growth rate of demand of 8% for lithium, even if demand falters somewhat and averages 6%, this is still double global GDP growth rate estimates, offering a buffer against economic headwinds." More >

Chris Berry Identifies Commodity Companies with the Disruptive Advantage
Source: JT Long of The Mining Report��(12/30/14)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report. More >

8 Billion Reasons to Invest in Potash: Paradigm's Spencer Churchill
Source: JT Long of The Energy Report��(12/23/14)
Potash producers have 8 billion reasons why demand for the minerals that increase food production will grow in the coming decades. Plus, a sinkhole emerging under a Russian mine is raising questions about the ability to produce enough fertilizer to feed what is projected to be an even larger and more demanding global population. The right companies could reap the benefits of exposure to the agricultural market. In this interview with The Mining Report, Paradigm Capital Analyst Spencer Churchill shares some of his favorites and talks about a unique streaming model that benefits from immediate upside. More >

Turbulent Times Call for Insulated Investments: Steven Salz
Source: Tom Armistead of The Energy Report��(12/18/14)
Turbulence and volatility are in Steven Salz's forecast for the energy market. The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oilfield services companies in different measures depending on their specialties, but that all are taking hits. A sign of the times: He thinks the Halliburton/Baker Hughes merger may be the first of a series of consolidations in the space. More >

Chen Lin: Low Oil Prices Fuel Bonanza Increases in Ethanol Stocks
Source: Kevin Michael Grace of The Energy Report��(12/11/14)
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice. In this interview with The Energy Report,
the author of the What is Chen Buying? What is Chen Selling? newsletter touts the prospects of a few oil companies that can prosper in the downturn, and explains why cheap oil means high profits for U.S. ethanol producers. More >

Rob Chang Spins Yellowcake into Gold and Gold into Green
Source: Peter Byrne of The Mining Report��(12/9/14)
The long winter of falling uranium prices is about to give way to a Japanese spring. In an interview with The Mining Report, Cantor Fitzgerald's Rob Chang discusses the return of the small producers as an increasingly hungry market looks to eat up all of the available uranium. Plus, Chang likes gold and enlightens us on how gold miners are shaking profits out of slag. More >

Micro-Cap E&Ps with Less Risky Businesses: Casimir's Philip Juskowicz
Source: Brian Sylvester of The Energy Report��(12/4/14)
Many small-cap exploration and production companies have had a good run in recent years, but are now getting whacked given their strong connections to oil prices. But the news is not all bad: Philip Juskowicz of Casimir Capital makes a good case for certain micro-cap names. In this exclusive interview with The Energy Report, Juskowicz discusses four companies with strong narratives, two with defensive assets, and notes that natural gas names could see market love as margins widen. More >

Reactors Restart Uranium Mines: Thomas Drolet
Source: Peter Byrne of The Mining Report��(12/2/14)
Thomas Drolet has decades of experience in capitalizing on the movement of international energy markets. The chief of Drolet & Associates Energy Services is not sanguine about the long-term potential of fracking, but in this interview with The Mining Report, he tells us why now is a great time to reinvest in the uranium space. More >

As Excitement Builds in the Montney, Companies Seek More Infrastructure
Source: James Stafford, OilPrice.com��(12/2/14)
"Even with significant oil and gas reserves trapped in shale, a variety of factors need to come together to turn a given region into a significant producer." More >

So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports��(11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror. More >

Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report��(11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm. More >

Ethanol: It's About The Economics, Stupid
Source: Keith Schaefer, Oil and Gas Investments Bulletin��(11/24/14)
"Ethanol and the EPA's Renewable Fuel Standard is a very political issue, but the reality is ethanol is a market based commodity now." More >

Marin Katusa: Winter is Coming—How Investors Can Win in the 'Colder War'
Source: JT Long of The Energy Report��(11/20/14)
Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape. More >

Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report��(11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. More >

UEX's Lemaitre Talks Blue Chip Junior Strategy: Exploration Excellence
Source: Kevin Michael Grace of The Energy Report��(11/13/14)
After losing half of its value, the spot price of uranium has in recent weeks risen from less than $30 per pound to $42 per pound. Roger Lemaitre, President and CEO of UEX Corp., is pleased but not surprised, as a supply shortage looms, and sanctions against Russia are spooking utilities. In this interview with The Energy Report,
Lemaitre explains how its substantial resources in Saskatchewan's Athabasca Basin have primed UEX to move forward when uranium prices rise to meet demand. More >