Streetwise Articles
OECD: Nuclear Output Unaffected by Recession
Source: Nuclear Engineering International (9/15/09)
"Higher uranium prices have stimulated exploration and triggered the re-evaluation of known resources."
More >
Global Uranium Resource Competition Heats Up
Source: Uranium Investing News, Melissa Pistilli (9/15/09)
". . .energy-hungry India has been making uranium and nuclear agreements with Russia, France, Kazakhstan, Niger, Namibia and the U.S."
More >
Romania Wants to Buy Uranium from Kazakhstan
Source: Romanian Times (9/15/09)
"Kazakhstan has almost 20% of uranium reserves worldwide"
More >
Business Group Predicts US$1 Trillion Clean Energy Market in China
Source: The Energy Collective (9/15/09)
". . .China's massive government investment in clean energy represents a "Sputnik moment" for the United States. . ."
More >
Solar Energy's Future Shines Brightest in China
Source: Money Morning, Jason Simpkins (9/14/09)
"China's market for green technology could reach $1 trillion annually. . ."
More >
Uranium Demand Set to Outpace Supply
Source: Uranium Investing News, Melissa Pistilli (9/10/09)
"The report also projects a 78% growth in annual uranium demand over the two decades. . ."
More >
IEA Sees Stronger Oil Demand Through Year-End, 2010
Source: Oil & Gas Journal, Marilyn Radler (9/10/09)
"Global oil demand is revised up nearly 500,000 b/d for both 2009 and 2010."
More >
Marin Katusa: Get—and Stay—Ahead of the Herd
Source: The Energy Report (9/10/09)
Back for another enlightening interview with The Energy Report, Marin Katusa, Chief Investment Strategist for Casey Research's Energy Division, shares some timely investing strategies for the ever-changing energy markets. Ultra-bullish on uranium, Marin foresees a great shakeout in the sector. "The key is being with just the right select players," he says. The seasoned strategist also covers oil, natural gas, coalbed methane (CBM) and geothermal, emphatically encouraging investors to get—and stay—ahead of the herd.
More >
What's Driving Lithium? Merrill McHenry on the "Technology" Metal
Source: The Energy Report (9/10/09)
Demand for lithium is on the rise, as hybrid car batteries and portable electronic devices often require rechargeable lithium batteries. Analyst Merrill McHenry, MBA, CFA, in this email interview, gives The Energy Report readers the lowdown on automakers racing to see how many cars they can get into the market, and the importance of project economics in looking at investment opportunities.
More >
UAE Denies $40bn Nuclear Deal on the Way
Source: Gulf Daily News (9/9/09)
"The winner will take it all, the bid was for two reactors originally but then they (UAE) wanted four and maybe six. . ."
More >
OPEC Recommends No Production Cuts
Source: Associated Press, Tarek El-Tablawy (9/9/09)
"Prices are now roughly double their levels from December. . ."
More >
Indian Law Opens Power Sector to Private Investment
Source: Wall Street Journal, Reuben Carder and Patrick Barta (9/9/09)
"Indonesia's parliament moved to open the state-dominated power sector to more private investment. . ."
More >
Seize Nuclear or Miss Targets, Investment: IAEA
Source: Reuters, Sylvia Westall (9/9/09)
"[The IAEA] hiked its nuclear power projections for 2030 on Tuesday with Asian countries seen leading the way."
More >
China to Build More Nuclear Plants
Source: uranium-stocks.net (9/9/09)
"The country may build about 22 reactors in the five years ending 2010 and 132 units thereafter."
More >
Russia Ramps Up Oil Exports as OPEC Cuts Back
Source: Bloomberg (9/8/09)
"In no uncertain terms, Russia has been the biggest beneficiary of OPEC's sacrifice."
More >
NASA Looks to Mine the Moon
Source: Mineweb, Dorothy Kosich (9/7/09)
"NASA is sponsoring its first lunar mining competition. . .which could be applied to actual lunar excavation."
More >
U.S. Mountain-Top Mining Permit Decisions Will Be Coming Shortly
Source: Mineweb, Dorothy Kosich (9/4/09)
"The U.S. Clean Water Act 404 mountain-top mining permits will have their fates decided by EPA within the next few weeks. "
More >
North Korea Nears Nuclear Breakthrough—Reports
Source: MarketWatch, Myra P. Saefong (9/3/09)
"We've successfully done the experiment for enrichment of uranium and it has entered the final stage."
More >
India Gains Access to Namibian Uranium
Source: Uranium Investing News, Melissa Pistilli (9/3/09)
"Uranium import agreements with Kazakhstan and Mongolia are also in the works."
More >
Express Route for Chinese Nuclear
Source: World Nuclear News (9/3/09)
"Hunan and Jiangxi provinces will have new nuclear power plants. . ."
More >
SA to Wrap Up State Mining Asset Audit Early 2010
Source: Mining Weekly, Esmarie Swanepoel (9/3/09)
"[audit] will enable the State to decide whether to consolidate, retain or dispose of its interest in mining."
More >
Why Invest in Oil over Alternative Energy
Source: Seeking Alpha, Michael Guntersdorfer (9/3/09)
". . .increasing focus on so-called alternative and renewable energies will. . .probably increase world consumption of fossil fuels."
More >
John Licata Looks for Natural Gas to Heat Up, Crude to Climb Back Toward Triple Digits
Source: The Energy Report (9/3/09)
Well regarded for his insights and forecasts across the commodity spectrum, Blue Phoenix Chief Investment Strategist John Licata talks about some excellent investment opportunities in both natural gas and oil exclusive in this exclusive interview with The Energy Report. And while acknowledging that he's probably in "a dark room alone on this one," he also sees reason to be bullish about the refining space.
More >
Uranium Price Change Not Expected Soon—RCR
Source: Australian Journal of Mining, Paula Wallace (9/2/09)
"Industry fundamentals remain strong. . . underpinning support for the contract uranium price. . ."
More >
Why Do Oil Prices Swing So Wildly?
Source: CBS News, Cait Murphy (9/1/09)
". . .supply and consumption—are no longer in the driver's seat."
More >
