Streetwise Articles
Oil Stocks and Relative Strength: What to Look For
Source: Keith Schaefer, Oil & Gas Investments Bulletin (8/30/11)
"Certain stocks will perform better than index benchmarks and others will perform worse. By using both oil and stock indexes we can improve our chances of picking quality stocks."
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Charles Neivert: Fertilizer Companies with Value
Source: George Mack of The Energy Report (8/30/11)
The recent tumultuous downturn in stocks has created deeper values and new opportunity in the agricultural space. Dahlman Rose & Co. Managing Director Charles Neivert is a near-term bull on fertilizer companies, but the window could close and diminish prospects in the not too distant future. In this exclusive interview with The Energy Report, Charles talks about the complex dynamics that affect the farming and fertilizer industries, and reveals his best pick for a core holding.
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Natural Gas Stocks Expand In Line
Source: Zacks Investment Research (8/30/11)
"The U.S. Energy Department's weekly inventory release showed an in-line build-up in natural gas supplies."
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MLP Week Thoughts: Crazy Nature, Boring Bernanke and Markets
Source: MLP Hindsight (8/30/11)
"MLPs should benefit generally from the Fed's decision to hold interest rates low at least until 2013."
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Western Majors to Get First Crack at Libyan Oil
Source: David Zeiler, Money Morning (8/30/11)
"Countries that supported Gadhafi's overthrow will likely be first in line for post-war Libyan oil production, while those that sat on the sidelines may miss out."
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U.S. Pays Russia $7.2B for Separating Uranium from Warheads
Source: Oil Price, Joao Peixe (8/30/11)
"USEC said that the SWU operation has eliminated 425 metric tons of highly enriched uranium, the equivalent of 17,000 nuclear warheads."
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Are Uranium Stocks Regaining Luster?
Source: SmallCap Power, Vishy Karamadam (8/30/11)
"While Germany was quick to announce the phasing out of its nuclear reactors, many countries reaffirmed their commitment to nuclear power, most importantly China, India and Russia."
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Fracking Is Here to Stay
Source: Financial Post, Christopher Swann (8/30/11)
"Even by ultra-conservative reckonings, there's still up to 109 years of production remaining."
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A Look at Seasonal Potash Plays
Source: Financial Post, Don Vialoux (8/30/11)
"The fertilizer sector has a history of moving higher from August to December. What are prospects this year?"
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The Perils of Moving from Oil to Synthetic Fuel for Vehicles
Source: Kent Moors, Money Morning (8/29/11)
"What's happening in Uzbekistan right now has great relevance for the rest of usespecially when it comes to how we power our vehicles."
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Unleashing Energy and Jobs
Source: Houston Chronicle, Barry Russell (8/29/11)
"Forget what you thought you knew about the oil and gas industry. In the U.S., it's the independents that are doing the heavy lifting."
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Alberta Makes Concessions to Oil-Sand Producers in Parks Plan
Source: Dow Jones, Edward Welsch (8/29/11)
"Final version of the conservation plan for the oil-sands region achieves 'balance between the environment, development and the community aspect of living and working in Alberta.'"
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Fillon Says France Wants Nuclear Crisis Management Center
Source: Bloomberg, Tara Patel (8/29/11)
"France's nuclear authority is overseeing safety audits of the country's reactors and uranium treatment facilities to determine whether they can withstand floods, earthquakes and loss of power and cooling.â€
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Solar May Produce Most of World's Power by 2060, IEA Says
Source: Bloomberg, Ben Stills (8/29/11)
"The scenario suggests investors able to pick the industry's winners may reap significant returns as the global economy shifts away from fossil fuels."
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Offshore Wind Power Shows Solid Growth
Source: reve (8/29/11)
"In Europe, 11 offshore wind farms worth some €8.5B and with a total capacity of 2,844 MW are currently under construction in European waters."
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Car Bodies and Windows As Solar Energy Panels to Recharge Lithium Batteries?
Source: Green Prophet, Maurice Picow (8/29/11)
"Using the sun to recharge electric car batteries appears to be an excellent idea, but the technology involved in making this idea become reality is still in the works."
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Carlos Andres: Uranium and Potash Stocks on the "Frontier"
Source: Zig Lambo of The Energy Report (8/25/11)
Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. He tells us about two very exciting companies with huge investment potential in projects located in Namibia and Ethiopia.
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Crude Gains as Market Hopes for Fed Action
Source: Dow Jones, Jerry DiColo (8/25/11)
"Stock and commodity markets hope that the Federal Reserve will signal a new round of stimulus measures Friday."
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Potash Continues to Have Promise
Source: Mineweb (8/25/11)
"Scotiabank Group's Patricia Mohr predicted potash prices will tighten next year 'with onward growth in world consumption in the face of only limited new mine and mill capacity expansion.'"
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Risk-On Trades Are Back
Source: Chris Vermeulen, TheGoldAndOilGuy (8/25/11)
"The overall market seems to be entering a pivot point. It's likely that another big move is brewing."
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Study Tips Taiwan's Geothermal Energy Potential
Source: Taiwan Today, Aaron Hsu (8/24/11)
"Geothermal energy sites around the country hold the potential to generate 25.4 gigawatts of electricity, nearly 10 times the total capacity of the fourth nuclear power plant"
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Libya to Honor All Legal Oil Deals: Jehani
Source: Reuters, Mahmoud Habboush (8/24/11)
"Reconstruction efforts to bring oil and other industrial infrastructure back to normal would take at least nine months."
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U.S. Nuclear Industry Tested by Twin Threats from Mother Nature
Source: Bloomberg, Julie Johnsson and Brian Wingfield (8/24/11)
"The systems at every U.S. nuclear energy facility where the earthquake's effects were felt responded as designed."
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Oil Trade Links to Syria Cut Ahead of Embargo
Source: Financial Times, Javier Blas and Sylvia Pfeifer (8/24/11)
"Industry executives said that several traders and foreign oil companies had over the past few days quietly stopped dealing with Syria."
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Oil Trade Links to Syria Cut
Source: Financial Times, Javier Blas and Sylvia Pfeifer (8/24/11)
"The world's largest oil traders and international oil companies are severing their trade links with Syria as the EU prepares to impose an oil embargo."
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