Nixon, Gold and Oil
Source: Rick Mills, Ahead of the Herd  (4/19/12)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to." More >

Nuclear Energy Accidents May Become a Thing of the Past
Source: Forbes, Ken Silverstein  (4/18/12)
"Thorium proponents suggest that molten salt reactors that burn such fuels won't meltdown because, unlike today's high-pressured units, they are low pressured." More >

Is It (Finally) Time to Buy the Solar Industry?
Source: Eric Dutram, Zacks Investment Research  (4/18/12)
"High oil prices haven't yet turned solar stocks around, so what catalyst will finally move solar power off of its lows?" More >

The Radical Change in Asia's Coal Market
Source: James O' Connell and Mike Cooper, Platts  (4/18/12)
"The narrowing of coal's trading window is a natural extension of a market maturing, with participants moving toward a more effective trading period and a true spot market." More >

Finally, the US Paves the Way for the Sabine Pass
Source: James Baldwin, Oil & Energy Investor  (4/18/12)
"This will be another major step in a reversal for the natural gas prices over the next few years." More >

Denison Mines, Energy Fuels to Merge into Leading Pure U.S. Uranium Producer
Source: Dorothy Kosich, Mineweb  (4/17/12)
"Energy Fuels and Denison Mines have entered into CA$106 million all-stock transaction which allows Energy Fuels to acquire all of Denison's U.S. mining assets and operations." More >

Domestic Oil Production Is Bullish for Americans: Evan Calio
Source: George Mack of The Energy Report  (4/17/12)
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere. More >

What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (4/17/12)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas." More >

Geothermal Steams Forward, Under the Radar
Source: TG Daily, Shifra Mincer  (4/17/12)
"Geothermal plants can take as long as eight years to construct and developers need stable, long-term policy that they can rely on throughout that period. But the industry has shown no sign of slowing." More >

North American Potash Inventories Rise in March
Source: Reuters  (4/17/12)
"North American potash inventories at the producer level, a key indicator of market sentiment, rose surprisingly in March ahead of the region's spring planting season." More >

The Five Main Obstacles to Energy Policy
Source: Kent Moors,Oil & Energy Investor   (4/16/12)
"A 'drill, baby, drill' approach will not wean the country from an almost exclusive reliance on traditional energy. Nor is it as simple as passing the magic wand of government subsidies. It most definitely is not going to be business as usual." More >

Election is 'More Heat than Light' on Energy
Source: Platts  (4/16/12)
"Bill White, who served as deputy secretary of energy during the Clinton administration, says the U.S. is on the road to energy independence largely 'due to the industry itself and not the government.'" More >

Got Liquids?
Source: Hinds Howard, MLP HINDSight  (4/14/12)
"A sharp decline in the 10-year interest rate helped MLPs outperform this past week." More >

Natural Gas Companies: A Contrarian Bet on Higher Prices
Source: Diane Alter, Money Morning  (4/13/12)
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data." More >

Brazil's Biofuel Boom: Mark McHugh
Source: Peter Byrne of The Energy Report  (4/12/12)
Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. In this exclusive interview with The Energy Report, McHugh explains why specialized energy feedstocks are the solution to current technological and political growth constraints, predicting that biofuel investment returns may rival historic fossil fuel profit ratios. More >

Can Russia and China Break the Gas Supply Price Deadlock?
Source: Stuart Elliott and John Roberts, Platts  (4/11/12)
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy." More >

The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
Source: James Baldwin, Money Morning  (4/11/12)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead." More >

Sell in May and Go Away?
Source: Keith Schaefer, Oil & Gas Investments  (4/11/12)
"Market action in 2012 is saying strongly that would be the wrong track for investors." More >

Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana
Source: Zig Lambo of The Energy Report  (4/10/12)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment. More >

Coal Stocks Are Historically Cheap—Here's What You Need to Know
Source: Patrick Vail, Money Morning  (4/9/12)
"With a torrent of factors dragging the industry down, can coal make a comeback? Let's look at what's the matter with coal, why it doesn't matter in the big picture, and how you can make some money on the rebound." More >

Why You Should Invest In Natural Gas
Source: Jared Cummans, ETF Daily News  (4/9/12)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket." More >

What Lies Ahead: A Perfect European Storm
Source: Kent Moors, Oil & Energy Investor  (4/6/12)
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else." More >

Oil Distribution Hiccups Will Be Resolved: Alistair Toward
Source: Zig Lambo of The Energy Report  (4/5/12)
North America's oil and gas landscape is a crisscrossed map of distribution bottlenecks and price discrepancies. Nonetheless, opportunities abound for investors who know where to look, says PI Financial Analyst Alistair Toward, who expects a probable buildout in oil and gas "plumbing" to resolve North America's current distribution woes. In this exclusive interview with The Energy Report, Toward discusses companies that are benefiting from low natural gas prices, naming several light and heavy oil producers on his radar. Even in troubled markets, he argues, investors should not stop searching for the Next Big Thing. More >

Into the Green: Lithium
Source: Rick Mills, Ahead of the Herd  (4/5/12)
"With the rechargeable battery industry and consumer electronics driving demand, forecasters believe lithium's price could as much as double in value in the near future." More >

E&P MLP Acquisition Boom Continues
Source: Hinds Howard, MLP HINDSight  (4/5/12)
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties." More >