Streetwise Articles
Merkel's Victory Brightens Germany's Nuclear Future
Source: Nuclear Engineering International (9/28/09)
"It is now likely that Germany's 17 nuclear power plants. . .will have their lives extended for 10 to 15 years."
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Uranium Remains Undervalued
Source: Uranium Investing News, Melissa Pistilli (9/28/09)
"Talbot and Dundee Securities. . .expect demand to surpass supply within the next decade. . ."
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The Past, Present, and Future of Geothermal
Source: Kyle Haas, Energy & Capital (9/28/09)
As the Senate prepares to consider the climate bill, public focus will soon shift to the contentious topic of climate change and energy reform. Emissions reduction legislation will mean more momentum for renewable energy sources, and one of the brightest spots in the world of renewables is geothermal energy.
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Nigeria Set to Become World's Second Largest Supplier of LNG
Source: allAfrica (9/27/09)
". . .the domestic market is expected to see an unprecedented growth in utilization."
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Hong Kong Secures Nuclear Supply
Source: World Nuclear News (9/25/09)
"The Daya Bay nuclear power plant will continue. . .after the approval of a 20-year contract extension."
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Alex Burgansky: Russian Oil & Gas Industry Surprises Analysts
Source: The Energy Report (9/24/09)
Renaissance Capital oil and gas analyst Alex Burgansky, who ranks at the top of the list of sector analysts in Russia, shares his insights on the industry and its issues in this exclusive Energy Report interview. Alex worries that Russia's oil production will decline unless its tax regime stops discouraging investment that taps into the strong reserve base in core producing areas.
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Two Great Conservative Ways to Trade Crude Oil
Source: Seeking Alpha, Rolfe Winkler (9/23/09)
". . .crude is in a multi-month uptrend and forming a bullish rising wedge."
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$11.3 Billion for Renewable Energy
Source: Nick Hodge, Energy & Capital (9/23/09)
I do hope you're finally taking advantage of the "profit bridge" I've been telling you about. . .In case you're not up to speed, the "profit bridge" is the investment opportunity created when projects are funded by federal dollars. And in the age of bailouts and stimuli. . . the bridge is bigger than ever.
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A Look at Strategic Oil Reserves—Who's Buying Oil?
Source: Marin Katusa, Casey Energy Opportunities (9/23/09)
As the U.S. strategic petroleum reserve (SPR) approaches capacity (721.5 million barrels filled out of a total possible 727 million, and will be filled by January 2010), the federal government will fade out of the oil-buying business. . .
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Obama to Press G20 Leaders to Cut Fossil Fuel Subsidies That Benefit Big Business
Source: The Guardian,Suzanne Goldenberg (9/23/09)
"In the last six years, oil and coal producers got $72bn in tax breaks compared with $29bn for renewable energy."
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Uranium to Hit $95/Lb!
Source: uranium-stocks.net (9/23/09)
"Just to keep us listening, the figure of $150/lb is thrown into the talk."
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Uranium: Short, Long
Source: FNArena News, Andrew Nelson (9/22/09)
"RBS expects the uranium market will move into a supply deficit as soon as 2014."
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Building the Namibian Uranium Brand
Source: miningmx.com (9/22/09)
"The sector is also attracting its share of opportunists. . ."
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China Pushes Alt-Fuel Vehicles
Source: Energy Tribune, Xina Xie (9/22/09)
". . .bankers are lining up to provide financing for more capacity."
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Energy Holds Up Producer Price Index
Source: Forbes, Alexandra Zendrian (9/21/09)
"The PPI only increased 0.2% when you take out food and energy companies."
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Brazil Mining Reform Plan Rouses Investor Anxiety
Source: Reuters (9/21/09)
"The current model has got weaknesses that need to be rectified."
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Arctic Directory: Investing in the Arctic
Source: Petroleum News, Ray Tyson (9/20/09)
"the Arctic contains a huge resource cache, presenting an assortment of business opportunities for the hardy, long-term investor."
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Big Oil Goes Green for Real
Source: Newsweek, Rana Foroohar (9/19/09)
". . .large integrated oil firms will eventually become major players—perhaps even the dominant players—in alternative energy."
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Oil Trades near $72 After Supplies Drop to Lowest since January
Source: Bloomberg, Christian Schmollinger and Ben Sharples (9/17/09)
"There are not a lot of reasons to bet against oil at this point."
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Geothermal & Nuclear Energy Stars Spark Gianni Kovacevic's Interest
Source: The Energy Report (9/17/09)
"It's all about the management," says corporate development strategist and consultant Gianni Kovacevic, who has identified leaders in both geothermal and nuclear energy sectors. In this exclusive interview with The Energy Report, Gianni discusses some of the elements that make their management teams so powerful.
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Senate Energy Panel Weighs Alternatives to Cap-and-Trade
Source: Oil & Gas Journal, Nick Snow (9/16/09)
"This is Enron, Part II; another Wall Street Ponzi scheme dreamed up by bankers and brokers"
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Natural Gas Rising vs. Crude Oil
Source: Seeking Alpha, Hard Assets Investor (9/16/09)
"For futures spreaders. . . the shrinking discount has yielded a 32% return to date."
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Venture Capital in the Energy Industry
Source: Reuters (9/16/09)
". . .industry experts are starting to see more and more investment activity from private sources."
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Russian Energy in Disarray
Source: Asia Times, Roman Kupchinsky (9/16/09)
"The constant gyrations of Russia's energy investment strategy do not bode well for European or Asian energy security."
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Two-Pronged Attack on Emissions
Source: World Nuclear News (9/15/09)
"The task is huge and requires nothing short of a low-carbon industrial revolution."
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