Streetwise Articles
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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Russia Cements Trade Ties with Namibia
Source: Business Report (6/26/09)
"Rosatom had discovered more than 6,000 tons of uranium in areas it was exploring in Namibia."
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Europe Eyes Giant Desert Solar Power Plant
Source: UPI (6/26/09)
". . .it would be the largest green-energy project on the planet."
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Alternative Energy Becoming a Little Less Alternative
Source: Victor Goncalves, The Green Money Report (6/25/09)
Over the years things like hybrid vehicles have gone from kooky concept to a common day commuter. Victor Goncalves of The Green Money Report examines how the growth of hybrid vehicles on the road will affect the rare earth market.
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Clint Cox: Digging for Opportunities in Rare Earths
Source: The Energy Report (6/25/09)
Why all the buzz about rare earths elements (REEs)? In this exclusive Energy Report interview, industry expert Clint Cox, who writes about REEs on The Anchor House, tells how he separates the hype from reality, and how complex the market is. It's estimated that 25% of new technologies like hybrid cars use rare earths, and that demand is increasing. Clint talks about China's current market dominance and the potential for production in North America.
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Rise in Indentified Uranium Resources?
Source: Uranium Investing News, Melissa Pistilli (6/24/09)
"We are in a time of buoyant activity for the uranium production cycle."
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Should Mexico Stop Exporting Oil?
Source: Seeking Alpha, Gregor Macdonald (6/24/09)
"Oil export revenue has fallen by over 50% since last year."
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U.S.-Russian Nuclear Breakthrough May Add Uranium to Market
Source: Bloomberg, Jonathan Tirone (6/23/09)
"As much as 600,000 tons of uranium is stockpiled in Russian and U.S. nuclear-weapons complexes."
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Was Last Week's 'Wilt' a Start of the Much Anticipated Correction?
Source: Seeking Alpha, Jeffrey Saut (6/23/09)
". . .we have become increasingly constructive on natural gas over the past number of weeks. . ."
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Iran Election Turmoil Bad News for Oil Sector
Source: Associated Press, Tarek El-Tablawy (6/22/09)
". . .vital oil sector likely to witness a stasis it can ill afford amid faltering production and investments."
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Bubble, Bubble
Source: The Australian, Robin Bromby (6/22/09)
". . .meet the latest investment bubble: green energy."
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Economic Climate Slows European Offshore Industry
Source: Energy Current, Justin Smith (6/22/09)
"Rig demand in the region has taken a dive and is not expected to improve over the rest of the year."
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Oil and Nat Gas Active Trading Report
Source: Chris Vermeulen, TheGoldAndOilGuy.com (6/18/09)
Oil has been on a crazy run since the breakout back in May. The oil price is currently at a pivot point and could go either way quickly. A break of this support trend line will trigger speculate traders to sell and that will sent oil tumbling quickly. Those of you long oil should be ready to jump if we see continued weakness.
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Why the Oil Market Favors the Deepwater Subsector
Source: Seeking Alpha, Jason Kelly (6/18/09)
"There's a reason big oil companies are increasingly state-owned. . ."
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Short-Term Downward Pressure on Uranium; Fundamentals Remain Strong
Source: Mineweb, Ross Louthean (6/18/09)
"Industry fundamentals remain strong, underpinning support for the contract uranium price. . ."
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Oil Rises on Nigerian Militant Pipeline Attack, U.S. Stockpiles
Source: Bloomberg, Christian Schmollinger (6/18/09)
"The bearishness of the gasoline numbers was offset by the oil drawdown in the inventory report."
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