Streetwise Articles
Canada Committing to Electric Vehicle Industry
Source: Lithium Investing News, Dave Brown (8/24/11)
"Canada is creating the framework for programs that further electric vehicle initiatives, especially those which support potential lithium-ion battery recycling."
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Christopher Henwood: Get Out of the Way and Let Markets Work
Source: George Mack of The Energy Report (8/23/11)
Thomson Reuters' Commodity and Energy Specialist Christopher Henwood believes bailouts of too-big-to-fail companies and countries addicted to entitlements have cast an ominous shadow over the global economy. Nevertheless, he finds room for optimism as global economic turmoil puts downward pressure on energy prices, which should give the economy some breathing room. In this exclusive interview with The Energy Report, Chris shares a bit of his market knowledge and economic philosophy.
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EPA Plans Wave of Coal Plant Shutdowns
Source: Daily Mail (8/23/11)
"Tensions are rising between environmental, industry groups and Republican members of the House, who say the regulations will result in higher electric bills, more blackouts and fewer jobs."
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U.S. Makes Nuclear Fuel Reserve Available
Source: World Nuclear News (8/23/11)
"The material is to be available as a backup fuel supply for foreign or domestic nuclear reactors in the event of a supply disruption."
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Renewable Energy Bill Clears Japan's Lower House
Source: Dow Jones, Mitsuru Obe (8/23/11)
"The bill aims to reduce Japan's greenhouse gas emissions by 25% by 2020 from the 1990 level."
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MLP Thoughts: Vegas Baby
Source: Hinds Howard, MLP Hindsight (8/23/11)
"If rates remain below 2.5% for a sustained period, cash should eventually seek out high-yield alternatives like MLPs. Meanwhile, most of Wall Street is on vacation."
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Laser Advances in Nuclear Fuel
Source: New York Times, William J. Broad (8/23/11)
"Critics fear that if the work succeeds and the secret gets out, rogue states and terrorists could make bomb fuel in much smaller plants that are difficult to detect."
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U.S. to Slash Marcellus Shale Gas Estimate 80%
Source: Bloomberg, Jim Efstathiou Jr. and Katarzyna Klimasinska (8/23/11)
"The revised estimates are likely to spur a debate over industry projections of the potential value of shale gas."
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What's Next for Oil
Source: Chris Vermeulen, TheGoldAndOilGuy (8/22/11)
"Oil drifted higher into resistance with declining volume before a sharp pullback on heavy volume. It may be forming a base that would act as a launch pad for higher prices in coming weeks."
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The Libyan Factor
Source: Kent Moors, Money Morning (8/22/11)
"Now that Muammar Gaddafi is about to be toppled from power, oil majors are poised to stream back into Libya. The great unknown is how long it will take to ramp up production to pre-crisis levels."
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Oil Retreat a Key Positive
Source: Sheraz Mian, Zacks Investment Research (8/22/11)
"The resumption of Libyan crude oil exports will be a significant net positive for the global economy, and stocks will likely get a lift."
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Why Oil Prices Won't Stay Down for Long
Source: Keith Fitz-Gerald, Money Morning (8/22/11)
"Energy is one of the most highly leveraged and most liquid trading vehicles on the planet. Longer-term, demand is still going up and $120 per barrel oil is our next stop."
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Future Is Bright for Solar Power
Source: Sudbury Star, Tony Muma (8/22/11)
"Canada has the solar resources to be a world leader."
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Gold and the S&P 500: Logical or Irrational?
Source: J.W. Jones, Options Trading Signals (8/19/11)
"While bulls were racing to the exits, I sat in cash and watched the madness unfold in real time. Now I find myself with very little exposure and I'm pondering what to do.
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Richard Kelertas: Corn Report Pushes Potash Prices
Source: JT Long of The Energy Report (8/18/11)
Rising corn production acreage highlighted in the latest USDA crop report could lead to increased fertilizer demand and prices, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he points to which potash juniors could hit the market while demand is still high.
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Two Easy Ways to Save Your Wealth from 1970s-Style Stagflation
Source: Sean Hyman, Money Morning (8/18/11)
"Although '70s-style sluggish growth and rising prices are already here, we now have a couple of tools to help fend off the worst effects of stagflation."
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The (New) Truth About Oil
Source: Kent Moors, Money Morning (8/18/11)
"Oil supply has been determined globally for some time, but with emerging economies now calling the shots in oil demand, this is now—officially—a global market."
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U.S. Hails Clean Fueling Breakthrough
Source: UPI (8/18/11)
"The first fuel cell and hydrogen energy station in Orange County uses biogas generated from a wastewater treatment plant as fuel."
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Phosphate Producers Poised to Benefit from Tight Grain Market
Source: Potash Investing News, Leia Toovey (8/18/11)
"As grains prices rise, so does the incentive for farmers to apply fertilizer to maximize yields. Grain prices have skyrocketed in the past year."
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Japan Reopens First Nuclear Reactor Since Tsunami
Source: The Telegraph, Danielle Demetriou (8/18/11)
"Before March 11, atomic plants produced around a third of Japan's domestic energy needs."
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Solar Energy Cost Hits Par with Coal Fuel
Source: Sydney Morning Herald, Ben Cubby, Brian Robins and Melissa Lahoud (8/18/11)
"The cost of solar power in parts of New South Wales has for the first time crept below that of coal-fired electricity."
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Master Limited Partnerships Set to Rebound
Source: Seeking Alpha, Timothy O'Rourke (8/17/11)
"With the price of most Master Limited Partnerships falling with the Dow, this makes MLPs a great buying opportunity and a chance to pick up a 12.5%–17% effective yield."
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Lithium-Ion batteries to Reign Auto Space
Source: GigaOm, Ucilia Wang (8/17/11)
"If the electric car market is a Daytona 500 race, it's only on its first lap. Will the industry speed ahead and power a growing lithium market? An IHS report gives a resounding 'yes.'"
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Keith Schaefer: Predicts Market Rebound After Solution to European Debt Crisis
Source: George Mack of The Energy Report (8/16/11)
Oil and gas producers have come to rely on the know-how and skills of an innovative group of service providers that create efficiencies through novel technologies and products. Keith Schaefer, editor and publisher of The Oil and Gas Investments Bulletin, believes investors can both derisk their portfolios and achieve growth with energy services companies that dramatically improve profits of producers. In this exclusive interview with The Energy Report, Keith stakes out some ideas that could yield big upside and add a cushion during volatile times.
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How to Find Energy Company Value in a Schizophrenic Market
Source: Kent Moors, Money Morning (8/16/11)
"Markets will find equilibrium, although the balance resulting will be less secure and subject to more rapid spikes in instability. But until the sector finds its feet, select individual companies to invest in."
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