Streetwise Articles
March Is a Good Month for Energy
Source: Frank Holmes, U.S. Global Investors (2/22/10)
We are entering a time of year that in recent decades has been good for energy prices and energy equities.
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Mad Dash to Lock in Lithium
Source: Lithium Investing News, Kishori Krishnan (2/21/10)
". . .many questions still remain on the supply and. . .demand aspect of the industry."
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The ABCs of ETFs
Source: Marin Katusa, Casey's Energy Opportunities (2/19/10)
Why invest in a fund, a cluster of stocks, rather than the stocks themselves? The reasons are twofold.
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Lawrence Roulston: An Answer Is Blowin' in the Wind
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/18/10)
In this exclusive Energy Report interview, GreenTech Opportunities editor and publisher Lawrence Roulston talks about how a virtuous circle of alternative energy is in motion and gaining momentum. Reduced costs lead to further research and development, improvements in technology, industry expansion and greater economies of scale, which lead again to lower costs, more innovation, more industry growth and cheaper energy, and round and round it goes.
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Stock Market Trends for Indexes and Precious Metals
Source: Chris Vermeulen, TheGoldAndOilGuy (2/18/10)
Since mid-October I have been on the lookout for the market to top or make a multi-wave correction. The market did top in January and has formed an ABC retrace (3 wave correction). The question everyone wants to know: is this market topping out or just a bull market correction?
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UN Climate Chief to Step Down
Source: Reuters (2/18/10)
"Copenhagen wasn't what I had hoped it would be"
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European Large Hydropower Moving Up
Source: Renewable Energy Focus (2/17/10)
"The World Bank increased its lending for large hydropower projects in 2009. . ."
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11 Natural Gas Rigs Added to National Count
Source: Seeking Alpha, Zacks (2/17/10)
"The combined oil and gas rig count finally exceeded the prior-year level. . ."
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China Focuses on Indonesia for Resource Deals
Source: Reuters, Joseph Chaney and Sui-Lee Wee (2/17/10)
"Natural gas is at the top of China's shopping list. . ."
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Obama Offers $8.3B in Conditional Loan Guarantees for Nukes
Source: Seeking Alpha, Michael Kanellos (2/16/10)
"The big question now is whether the nuclear industry blows it."
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The Big Australian and the Brazil Consortium
Source: Richard (Rick) Mills, AheadOfTheHerd (2/15/10)
The world's two biggest miners are moving into fertilizer in a big way. The reality is the potash story is just starting. Unlike other resource plays there is no cycle, demand is always going to be there—and it's rising year over year. . .
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EIA May Underestimate Gas Demand
Source: Oil & Gas Journal, Sam Fletcher (2/15/10)
"Land drilling activity both in the U.S. and abroad continues to move higher."
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Countries Secure Lithium
Source: Lithium Investing News, Kishori Krishnan (2/12/10)
". . .investors have woken up to the fact that one single country could end up cornering the in-demand product."
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Chris Potter Eyes Opportunities in Appetites for Energy and Food
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/11/10)
For environmental, financial and political reasons—not to mention to satisfy an energy-hungry world—Northern Border Capital Management founder Chris Potter sees some interesting opportunities for investors in alternative fuels on the horizon. One of his picks is a company using plasma gasification technology to produce clean-burning fuels. In this exclusive Energy Report interview, Chris also explains why he's bullish on natural gas and agribusiness' potential for domestic potash production.
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Have Metals and Stocks Bottomed Yet?
Source: Chris Vermeulen, TheGoldAndOilGuy (2/11/10)
Everyone is wondering if gold, silver and the indexes have bottomed after last week's heavy selling. To put things into perspective there were over 30 sell orders for every 1 buy order at the NYSE. That is pure panic. . .
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Oil Futures Drop amid Uncertainty about Greek Bailout
Source: MarketWatch, Polya Lesova & Nick Godt (2/11/10)
"The euro slumped and the dollar jumped amid continued uncertainty."
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Italy Approves Nuclear Decree
Source: Nuclear Engineering International (2/11/10)
". . .the decree would allow the government to launch its return to nuclear."
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Iraq on Road to Stamping Out Oil Graft
Source: Upstream Online (2/11/10)
"Iraq took a step towards leaving its reputation for corruption and misuse of oil cash behind today"
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Distortions in Commodities Markets: 2008 Oil Bubble
Source: Seeking Alpha, William Gamble (2/10/10)
"Commodities rise with inflation. . .if the markets for commodities are free from distortion"
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The Latest on the Ethanol Scam
Source: Energy Tribune, Robert Bryce (2/10/10)
"The amount of grain needed to produce enough ethanol to fill an SUV [tank once] could 'feed one person for an entire year'"
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OPEC Outlook
Source: Oil & Gas Journal, Sam Fletcher (2/10/10)
"Non-OECD regions will be the sole contributors to global demand growth in 2010"
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Uranium Prices Update
Source: uranium-stocks.net (2/9/10)
"Uranium could take some time in convincing us that it is becoming everyone's favorite play."
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Nuclear Battle: Japan vs. South Korea
Source: Uranium Investing News, Melissa Pistilli (2/9/10)
"Asia is quickly becoming the epicenter of global nuclear power investment."
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Frank Holmes: Emerging Markets' Growth and the Resources Boom
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/4/10)
It takes vast quantities of natural resources such as gas and oil to copper and zinc to build infrastructure to accommodate explosive growth in population, upward mobility, urbanization and industrialization in developing economies. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Energy Report interview, adapting nimbly and rationally is the key to staying in the game and names some resource companies he feels are well positioned to win.
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Victor Goncalves: Fundamental Shifts on the Horizon for Energy
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/4/10)
Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Energy Report, talks with us about what he thinks "being green" means for energy. It's more than having a smaller carbon footprint, and more about using energy efficiently. He's enthusiastic about the prospects for rare earths, saying they are going to be a "huge phenomenon."
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