Driving Uranium in Future Energy Mix
Source: Australian Journal of Mining  (7/16/09)
"Nuclear power remains the least price sensitive of baseload fuels for global power generation." More >

Asian Nations Could Outpace U.S. in Developing Clean Energy
Source: The Washington Post, Steven Mufson  (7/16/09)
"If the Waxman-Markey climate bill is the United States' entry into the clean energy race, we'll be left in the dust by Asia's clean-tech tigers." More >

Art Smith Believes in the Long-Term Bull Case for Oil
Source: The Energy Report  (7/16/09)
The outlook for oil seems to be brightening amid scant new reserve discoveries and declining reserves at the world's large oil fields. "We believe we're in a fundamentally positive market for oil in the 21st century," says Art Smith, president of Triple Double Advisors, who anticipates oil moving back into the three-digit price range within three to five years. In this exclusive interview with The Energy Report, the 35-year veteran of oil analysis shares his knowledge of energy markets and reveals some of his own investment strategies. More >

Falling Diesel Demand to Weigh on Transport Index?
Source: Seeking Alpha, Brian Kelly  (7/15/09)
". . .shipments have continued to decline while new orders have increased." More >

Why Crude Will Reach $100 / Barrel
Source: Seeking Alpha, Ivan Kitov  (7/15/09)
". . .the price has been following a predetermined trajectory, as it has been demonstrating since 1980." More >

Australia's Uranium Future
Source: Uranium Investing News, Melissa Pistilli  (7/15/09)
"A deficit after 2012 is likely. . ." More >

The Carbon Cap: The Newest Form of Taxation
Source: Doug Hornig, Casey Research  (7/15/09)
It's possible that no concept in history has ever come so far, so fast, and with so little substance behind it, as "global warming." Or, to be precise, anthropogenic global warming (AGW) – the kind caused by us puny humans rather than by that fireball that keeps the planet habitable. More >

Currency Clips
Source: Eric Coffin and David Coffin, HRA Journal  (7/15/09)
The most notable decline of the past week or so has been in the price of crude oil. As noted by us and most others, oil's gain hadn't been justified by supply-demand concerns. The gains have been a currency trade against the Dollar that ran out of steam with the passing of Q2. More >

Oil Crunch Likely After Fall in Oil, Gas Exploration
Source: Reuters, Christopher Johnson  (7/14/09)
"It is bound to lead to a supply crunch sometime between 2013 and 2016. . ." More >

Pakistan Targets $15 Billion Five-Year Investment in Gas, Oil
Source: Bloomberg  (7/13/09)
"We want petroleum companies to invest in our petroleum sector and explore the untapped fields." More >

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." More >

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. . ." More >

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." More >

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." More >

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. More >

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. More >

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. More >

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. . ." More >

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. . ." More >

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." More >

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." More >

Senate Climate Bill Wars Begin
Source: Reuters, Josie Garthwaite  (7/7/09)
". . .at this point, lawmakers are finding plenty to disagree about." More >

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." More >

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. . ." More >

Why Big Oil Declined Iraq's Riches
Source: TIME, Vivienne Walt  (7/2/09)
"[The Iraqis] approached this auction with a bit of arrogance." More >