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 >

Angelos Damaskos: Five Juniors that Insulate Investors from Today's Low Oil Prices
Source: Kevin Michael Grace of The Energy Report��(11/13/14)
Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term. In this interview with The Energy Report, Damaskos argues that current prices are dismal news for the majors, shale oil producers and the oil sands but underline the advantage of investment in juniors with solid, long-term projects, of which he presents five.
More >

Hunting on the Backbone for Valuable Master Limited Partnerships with Hinds Howard
Source: Peter Byrne of The Energy Report��(11/6/14)
Hinds Howard knows what makes a master limited partnership worth buying and holding for income and tax advantages. In this interview with The Energy Report, the head of MLP research for asset management firm CBRE Clarion Securities explains why the recent downturn in the sector was a practically meaningless dip, and describes why MLPs are an ever-strong growth proposition built on the energy resource backbone: drilling, pipelines and refineries. More >

Bob Moriarty: $80 Oil Is the New Normal Minimum
Source: Karen Roche of The Energy Report��(11/6/14)
Saudi Arabia has nothing to do with falling prices at the pump, argues Bob Moriarty. He sees falling demand as the culprit, driven by economic slowdown in China, Europe and the U.S. In this interview with The Energy Report, Moriarty explains why increased consumer spending won't solve our problems, and discusses why he's still a fan of North American energy stocks—even though he hates shale oil. More >

Colin Healey: Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down
Source: Brian Sylvester of The Mining Report��(11/4/14)
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond. More >

Natural Gas Prices Are Going Higher and So Are These 'Super Shift' Opportunities
Source: Kent Moors, Oil & Energy Investor��(11/4/14)
"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year." More >

The Tao of Investing in the Renewable Energy Market: Practice Patience, Not Panic, Says JinMing Liu
Source: Tom Armistead of The Energy Report��(10/29/14)
With the market bucking like a rodeo bull, investors should hang on and sit tight, JinMing Liu advises, especially with the high-beta cleantech and renewable energy industries he covers. In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient. More >

Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever
Source: JT Long of The Mining Report��(10/28/14)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites. More >

Credit Suisse Expert Targets MLPs that Could Increase Dividends and Yields in 2015
Source: JT Long of The Energy Report��(10/23/14)
War, severe weather and record natural gas production are buffeting energy stock prices. Where can investors turn for safety? In this interview with The Energy Report, Credit Suisse's John Edwards suggests that midstream master limited partnerships, while they have been volatile of late, are fundamentally stable business models, and have less exposure to volatility than explorers and producers. As a bonus, he names his top companies in a rising yield environment. Let's just hope oil stays above $80/barrel. More >

Big Oil And Renewables: Not So Strange Bedfellows
Source: Andrew Topf, OilPrice.com��(10/22/14)
"While Big Oil and renewables have seen an on-again off-again courtship, there appears to be hope in reconstituting the relationship if it can be viewed less as a zero-sum game than one that could flourish if there are enough mutual benefits to be gained. More >

Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report��(10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that. More >

Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks
Source: Tom Armistead of The Energy Report��(10/16/14)
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right. More >

Don't Miss Your Chance to Profit from the End of OPEC
Source: Matt Insley, The Daily Reckoning��(10/14/14)
"A decade ago would you ever imagine that a U.S.-led oil boom would cause a panic among OPEC nations?" More >

Energy Master Limited Partnerships Go Mainstream: Baird's Ethan Bellamy
Source: Peter Byrne of The Energy Report��(10/9/14)
As Robert W. Baird & Co.'s Ethan Bellamy explains, master limited partnerships are yield-producing investments that can bring remarkable returns to smart investors and provide short-term buy-sell profits. In this interview with The Energy Report, Bellamy discusses a fistful of partnerships worth an investor's dollars. More >

The U.S. Oil Export Surge Is Coming
Source: Kent Moors, Money Morning��(10/8/14)
"Something is now afoot in the Pacific Northwest that is going to change how we think about pricing oil—and this new wrinkle is going to provide a range of fantastic opportunities for investors." More >

Oil and Gas Investor Editor Leslie Haines: We Will Never Stop Importing Oil, but We May Start Exporting
Source: JT Long of The Energy Report��(10/2/14)
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect. More >

Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report��(9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
More >

Who Is Buying the Islamic State’s Illegal Oil?
Source: Chris Dalby, Oilprice.com��(9/30/14)
The 11 oil fields that IS controls in Iraq and Syria have made it a largely independent financial machine. More >