Streetwise Articles
Critical Mass
Source: Rick Mills, AheadOfTheHerd (3/15/10)
As the world's population and standard of living continues to climb, demand for more—and cleaner—energy grows alongside pressures we continue to put on our environment.
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Are Crude Oil and Natural Gas About to Explode?
Source: Chris Vermeulen, TheGoldAndOilGuy (3/15/10)
The following weekly charts for nat gas, crude oil and the dollar show what is most likely to happen in the next few weeks and what should fuel the fire.
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Alberta Canada's Oil and Gas Industry
Source: Keith Kohl, Energy & Capital (3/15/10)
I knew a change was on the horizon. Even my Canadian readers in Alberta who felt they weren't getting their fair share had to have known the royalty time bomb had to be defused.
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Nigerian State Oil Company Will Privatize: Report
Source: MarketWatch, Reza Amanat (3/14/10)
"There is no plan B."
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Rick Rule: Energy Bull
Source: The Energy Report (3/11/10)
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . .
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Chilean Senate Approves Bill to Regulate Mine Closure
Source: Business News Americas (3/10/10)
". . .the new law would be applied to all mining operations in the country."
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The Lithium Chase
Source: New York Times, Clifford Krauss (3/10/10)
"There is a sea change underway."
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Canada's Uranium Production Recovers
Source: World Nuclear News (3/10/10)
"This level, last seen from Canada in 2005, represents about 22% of world production."
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A Rare-Earth Rush in Green Technology
Source: Canwest News Service (3/9/10)
"The race for supremacy in green technology turns on key elements"
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Shale Gas Boosting Rig Utilization and Construction
Source: MetalMiner, Stuart Burns (3/9/10)
"Rig builders and operators are turning their eyes to Europe. . ."
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An Energy Comeback Story No One is Watching
Source: Andrew Mickey, Q1 Publishing (3/9/10)
The world is about to change forever. The IEA predicts China will surpass the U.S. as the world's largest energy consumer shortly after 2010. . .
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Indian Hunt for South Africa's Junior Coal Miners Heats Up
Source: Reuters, Jackie Cowhig (3/9/10)
As India's demand for coal increases, end-users have stepped up their hunt for South African junior coal mines in a bid to secure supply from this year if possible.
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Oil: Too Fast, Too Furious—Now Time for a Break
Source: Ronald Stoeferle, Erste Group (3/8/10)
The risk/return profile is currently not attractive for oil investments. Investors will have to give up their belief in perennially rising prices (for now). . .
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Canada Opens Arms to Uranium Investment
Source: Uranium Investing News, Melissa Pistilli (3/8/10)
"Canada has the most favorable geological environment and the highest grade deposits. . ."
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The Irony of Iowa's Ethanol Exemption
Source: Energy Tribune, Robert Bryce (3/5/10)
This morning, the Des Moines Register is reporting on the death of a piece of legislation—SF 2359—requiring that all gasoline sold in Iowa contain at least 10% ethanol.
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Marin Katusa: Winning the Game with Zero-Risk Capital
Source: Interviewed by Gordon Holmes, The Energy Report (3/4/10)
The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.
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Energy Department Withdraws Yucca Mtn. License Application
Source: The Wall Street Journal, Siobhan Hughes (3/4/10)
"[The department] hopes to develop a new plan for long-term disposal of nuclear waste."
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Libya Warns U.S. Oil Players over Row
Source: upstreamonline.com (3/4/10)
". . .a diplomatic row with Washington could have a negative impact on U.S. businesses in Libya."
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Shareholder Climate Resolutions Up 40%
Source: Environmental Leader (3/4/10)
"U.S. investor groups have filed 95 global warming shareholder resolutions with public corporations."
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Checking Up on Pickens' Investment s
Source: Seeking Alpha, Bespoke Investment Group (3/4/10)
". . .the biggest investment in [Picken's BP Capital] fund is currently Transocean Ltd."
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Natural Gas Trumps Gold's Comeback
Source: Matt McAbby, Oakshire Financial (3/4/10)
". . .natural gas prices could be set for a significant. . ."
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Fracking Fluids Part I
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/4/10)
The controversy surrounding fracking fluids is getting louder. Websites and media-savvy organizations are getting more press on this issue, using a very simple and powerful pitch. . .
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U.S. Nat Gas: The Technology-Driven Energy Boom
Source: Seeking Alpha, Mark Perry (3/3/10)
"[Nat gas] production hit a new record level in 2009."
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China Global Oil Shopping Spree
Source: Energy Tribune, Michael Economides and Xina Xie (3/2/10)
"Last year, the country imported 50% of its oil for the first time."
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