Streetwise Articles
The Race for Energy Resources Just Got Hotter
Source: Marin Katusa, Casey Research (7/11/12)
"With easy energy resources nearly tapped out, several companies (and countries) are scrambling to try to secure future supplies now, leading to some very interesting deals."
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One Year After Fukishima, It's Time to Buy Uranium Players
Source: G.S. Early, Money Morning (7/11/12)
"The growth story for nuclear power, much like the growth story for oil and natural gas demand, is centered in the emerging markets."
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Kenya's Deepwater Debut Heralds East Africa's First Oil
Source: Bloomberg, Eduard Gismatullin (7/11/12)
"'East African exploration is at a very early stage, and yet success so far has been very significant. The industry is following behind and trying to establish positions.'"
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Report Sees Cost for EV Batteries Dropping 70% by 2025
Source: Reuters (7/11/12)
"Manufacturing these batteries on a larger scale represents one-third of the potential price reduction by 2025, McKinsey said."
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How to Play Utica Opportunities of a Lifetime: Neal Dingmann
Source: Brian Sylvester of The Energy Report (7/10/12)
The Utica is one of the best plays in the U.S., not just because it's new, but because its potential is not fully known, according to Neal Dingmann, managing director of investment bank SunTrust Robinson Humphrey. While lagging well results have kept the Utica a hidden gem, several companies are poised to reveal impressive results. Dingmann discusses undervalued companies capitalizing on the play in this exclusive interview with The Energy Report.
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Iran Just Can't Stop Pumping Oil
Source: CNNMoney, Steve Hargreaves (7/10/12)
"Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea."
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Large-Cap or Small-Cap Potash Stocks for the Long Haul?
Source: SmallCap Network, John Odovich (7/10/12)
"With a drought spreading across a good portion of the country, it's a good time to take a closer look at large- and small-cap potash stocks."
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James West's Secrets for Finding Tenbaggers
Source: Brian Sylvester of The Gold Report (7/9/12)
Despite some rotten apples in the past, good, ethical promoters are "essential to the life cycle of public companies," according to James West, author and publisher of the Midas Letter. The best of them tell a credible story about the company's structure, finances and deposit. When promoters do their jobs and investors do their homework, everyone stands to benefit from the legendary "tenbaggers," such as those that West shares in this exclusive Gold Report interview.
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Uranium: Sleeping Beauty, Awakening Giant
Source: Jeb Handwerger, GoldStockTrades (7/9/12)
"Uranium supply in the U.S. must increase exponentially over the next few years. Utilities want a secure supply of uranium coming from U.S. miners rather than deal with geopolitical risk and resource nationalism in other parts of the world."
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Energy Storage Technology Recharges
Source: ZDNet, Heather Clancy (7/9/12)
"Considerable momentum is building behind newer energy storage technologies like advanced batteries."
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Four Things Suppressing Crude Oil Prices Today
Source: Kent Moors, Money Morning (7/9/12)
"Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations."
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California Bill Helps Pave Way For Lithium Gold Rush
Source: Forbes, Todd Woody (7/9/12)
"A bill moving through the California Legislature would help clear the way for a novel technology to mine lithium from geothermal brine in the Golden State's Salton Sea region."
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Three ETFs for the Unconventional Oil Revolution
Source: Eric Dutram, Zacks Investment Research (7/6/12)
"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space."
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Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol
Source: Brian Sylvester of The Energy Report (7/5/12)
Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview.
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Japan Again Getting Electricity from Nuclear Energy
Source: CNN, Brad Lendon (7/5/12)
"Japan is once again getting electricity from nuclear power after two months as a nuclear-free nation."
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A Price Shock for Canadian Natural Gas?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/5/12)
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"
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Ride the Rally in Fertilizer Stocks
Source: Seeking Alpha (7/5/12)
"The ongoing drought and severe heat conditions in the Midwest belt have deteriorated the already suffering corn production. Fertilizer stocks gained as a result."
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Which Course Will North American Natural Gas Producers Choose?
Source: Marin Katusa, Casey Research (7/5/12)
"Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?"
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Falling Oil Prices Offer Great Stock Buying Opportunities: Byron King
Source: Zig Lambo of The Energy Report (7/3/12)
The "experts" had been talking about oil prices going to $130 per barrel. Now there's talk of $50–60 per barrel oil. Either end of that spectrum is not sustainable in the long run, says Byron King. In this exclusive interview with The Energy Report, he explains why he believes prices will settle in the $80–100 range. In the meantime, the recent pullback offers some interesting buying opportunities for investors ready to pounce when the market finds a bottom, as well as some names investors can nibble on right now.
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Buy American with These Three Commodity ETFs
Source: Eric Dutram, Zacks Investment Research (7/3/12)
"Agricultural products are feeding biofuel demand, while natural gas exports could drastically reshape energy markets."
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Twitter: Ten Natural Gas Traders Worth Following
Source: Michael Johnston, ETF Daily News (7/3/12)
"Investors must stay on top of developing news and breaking trends in this volatile industry. One of the best ways to stay in the know is to utilize Twitter."
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Alternative Energy Stock Outlook
Source: Zacks Investment Research (7/2/12)
"Historically, the growth outlook of alternative energy companies has been directly related to the state of the economy and inversely related to the prices of petroleum products. But other macroeconomic uncertainties are weighing on the sector's fortunes."
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What Comes Next in Europe?
Source: Kent Moors, Oil & Energy Investor (7/2/12)
"After Friday's mega rally, I look forward to some subdued trading this week. Today, as we digest what happened in Europe, the obvious question is, what comes next?"
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White House Announces Investments in Next-Generation Biofuels
Source: Houma Today, Christopher Doering (7/2/12)
"The Obama administration said a key part of the spending was $30M in federal funding being made available to quicken the development of biofuels to replace diesel and jet fuel consumed by the military and the commercial aviation and shipping sectors."
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New Lithium Mines Planned for Canada May Challenge Pollution Rules
Source: The Canadian Press, Dean Beeby (7/2/12)
"The recent surge in lithium exploration includes several companies developing Canadian sites, and Canada's existing environmental regulations are not well-tailored to the burgeoning industry."
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