Streetwise Articles
Post-Recession Energy Demand Could Favor Coal
Source: PennEnergy, David Wagman (7/12/09)
". . .lending for coal plants will likely resume once clarity is reached on the carbon issue."
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Commodities Are Still Attracting the Adventurous
Source: New York Times, J. Alex Tarquinio (7/11/09)
". . .some commodity producers might report better-than-expected earnings for the second quarter. . ."
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CME Launches Three New Petroleum Crack Options
Source: Commodity Online (7/9/09)
"CME Group. . .has announced. . .three new financially settled petroleum crack spread average price options contracts."
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NYMEX Crude Up $1.15/Barrel as Weaker Dollar Spurs Short-Covering
Source: Platts, Linda Rafield (7/9/09)
"A turnaround in U.S. equity markets late Wednesday. . .appeared to put a floor in petroleum prices."
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High Grade vs. Lower Grade
Source: Rick Mills, Ahead of the Herd (7/9/09)
One of the things I’ve learned over the years is that many retail investors in the resource market equate a higher-grade deposit with a more profitable mine than a lower-grade deposit would make. Unfortunately, this false belief might be causing them to miss investment opportunities.
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CFTC: Corrupt Foxes Tending Chickens
Source: James West, Midas Letter (7/9/09)
All the hyperbole in the mainstream media announcing imminent changes by the CFTC (Commodities and Futures Trading Commission) amounts only to so much spin and P.R. . .The game is rigged. . .Tracing a pattern of predictions by the financial mafia powerhouse Goldman Sachs that just happen to coincide with the evolution of short and long positions in oil reveal a pattern where Goldman profits by touting oil bullishly while building a short position, then warns of price weakness when its ready to unwind the position into the panic of their own creation.
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Dave Forest: Stick with Proven Track Records and Potential for Discovery
Source: The Energy Report (7/9/09)
From drill rig counts to oil/gas ratios and renewables, Pierce Points author Dave Forest shares his thoughts on the direction the energy sector is headed in this exclusive Energy Report interview. Since predicting commodity prices in the short to medium term is almost impossible, Dave looks for companies with a solid track record and the potential for discovery, which is where the real money investing in the exploration sector is made.
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Citigroup Says Uranium Glow Is Returning
Source: Mineweb, Dorothy Kosich (7/8/09)
"The greatest risk we see to the reactors ordered and planned is in the Western world where construction costs. . ."
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Reining in Oil Speculators
Source: Seeking Alpha, Tim Iacono (7/8/09)
"The CFTC proposed new rules yesterday to rein in speculators in commodity markets. . ."
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U.S. Natural Gas Fund Grows to Record on Demand Surge
Source: Bloomberg, Asjylyn Loder (7/8/09)
"The ETF can't grow further for now because yesterday it ran out of new shares to issue."
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Pickens Plan for Huge Wind Farm Blows Away
Source: CBS News, Brian Montopoli (7/8/09)
". . .his decision is seen as evidence that the wind energy movement is faltering."
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Senate Climate Bill Wars Begin
Source: Reuters, Josie Garthwaite (7/7/09)
". . .at this point, lawmakers are finding plenty to disagree about."
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When to Invest in Oil: Next Buying Opportunity Is Here
Source: Energy & Capital, Keith Kohl (7/7/09)
"We're at a critical junction for oil prices. If oil prices continue falling, we're going to be right back where we started. More projects will be shelved and future supply will be put on hold. We'll simply end up with another supply crunch from the lack of new investment."
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China Gearing Up for EV Dominance
Source: Matter Network, John Gartner (7/6/09)
"In 2015, nearly half (47.8%) of all charging stations in the world will be located in China. . ."
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Why Big Oil Declined Iraq's Riches
Source: TIME, Vivienne Walt (7/2/09)
"[The Iraqis] approached this auction with a bit of arrogance."
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It's Not Just a Climate Change Bill
Source: Energy & Capital, Nick Hodge (7/2/09)
In the ensuing media onslaught since the House passed the "Climate Change Bill," one thing has been lost. It's not just a climate change bill. It's also an energy bill. Initially, at least, this was supposed to be advantageous to the bill's passage. It has proven anything but.
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Lawrence Roulston: Challenges and Enormous Opportunities in Alternative Energy
Source: The Energy Report (7/2/09)
The Energy Report caught up with newsletter writer and analyst Lawrence Roulston, who recently launched the GreenTech Opportunities newsletter. In this exclusive interview with The Energy Report, Roulston gives us his thoughts on developments that are happening in the alternative energy field, and ideas for profiting in a changing world.
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Volatile Crude Oil Prices Confound Analysts
Source: Seeking Alpha, The Aft Deck (7/1/09)
"The usual relationships between commodities prices and the economic cycle [have] been redefined."
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Wanted: African Uranium Resources
Source: Uranium Investing News, Melissa Pistilli (6/30/09)
"Currently, 111 Chinese companies hold exploration licenses for uranium and other resources in Botswana."
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Iraq's Oil Bounty Ripe for Chinese Investment
Source: Money Morning, Jason Simpkins (6/30/09)
"China was actually the first country to sign an energy deal with Iraq in the post-Saddam era."
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Alt Energy Investments: Three Scenarios for Clean Energy
Source: Contrarian Profits, Jim Stanton (6/30/09)
"With oil prices rising again recently, it's sparked yet another conversation about. . .alternative energies"
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Iran Plans Major Gas Investments
Source: UPI (6/29/09)
"Tehran has rolled out a series of major expansions to its oil and gas sector. . ."
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China's Nuclear Plans Power Uranium
Source: The Australian, Robin Bromby (6/29/09)
"An official launch has just been staged at Fuqing. . .for a new nuclear power station."
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'Coal-Eating' Bugs May Solve Energy Crisis
Source: Times Online, Jonathan Leake (6/28/09)
". . .the discovery could open up the world's coalfields to an entirely new form of mining. . ."
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Looming Uranium Shortage Is Good News for Explorers
Source: UraniumSeek (6/26/09)
". . .it's particularly excellent news for investors in junior uranium companies."
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