Streetwise Articles
Another Look at Geothermal Energy
Source: Seeking Alpha, Michael Brisky (5/3/09)
". . .most feel energy prices are going to rise again soon."
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German JV on Top as UK Land Auction Ends
Source: Nuclear Engineering International (4/30/09)
". . .the E.ON/RWE consortium said that it aims to deliver at least 6GW of new nuclear capacity in the UK."
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Future Energy Architecture Will Have Solar at Its Core
Source: Seeking Alpha, Gregor MacDonald (4/30/09)
". . . oil itself is ancient solar energy."
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John Licata: Playing the Energy Sector in '09
Source: The Energy Report (4/30/09)
May 28th marks the next OPEC meeting. Will there be more production cuts? John Licata, chief investment strategist at Blue Phoenix Inc. doesn't think so, noting that even those cuts are being offset by "much production coming from non-OPEC members." In this exclusive interview with The Energy Report, John discusses the underlying forces that continue to drive crude's price volatility and explains why he foresees a "super spike" in natural gas—the likes of which we haven't seen since 2003.
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China's CGNPC Seeks To Boost Kazakh Uranium Output
Source: Reuters, Masha Gordeyeva (4/29/09)
"The move is a part of Kazakhstan's push to become the world's largest uranium producer..."
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Uranium Rises for Second Week on Speculation about ETF Buying
Source: Bloomberg, Anna Stablum (4/27/09)
"We are still strong believers that the spot price will double from its lows over the next two to three years..."
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Ahmadinejad Says Iran Preparing New Nuclear Proposal
Source: Bloomberg, Bill Varner (4/26/09)
"The nuclear issue of ours is a special issue."
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OPEC, Asia, Call for Curbs on Oil Speculation
Source: Associated Press, Diana Elias (4/26/09)
"Officials are concerned about another price spike once the world emerges from the global recession."
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IEA Sees Oil-Supply Crunch by 2013 on Slow Investment
Source: Bloomberg, Shigeru Sato and Yuji Okada (4/25/09)
". . .oil and natural gas will remain the main energy sources in the next few decades."
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Obama Advisers Support Democratic Energy Bill
Source: Associated Press, Dina Cappiello and H. Josef Hebert (4/23/09)
". . .when the public finds out the true cost it will be 'a smackdown the World Wrestling Federation would be proud of.'"
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Matt Badiali: Time to Buy Oil Service Companies
Source: The Energy Report (4/23/09)
Who doesn't want the opportunity to make 300%, 400%—even 500%—on stocks? "As an investor right now," says Matt Badiali, editor of the S&A Oil Report, "I think this is the best time you could possibly be buying your oil stocks." In this exclusive interview with The Energy Report, Matt reviews the last two decades of this highly cyclical commodity, explaining how you can capitalize on 20-year lows in oil service companies before the world economies stabilize.
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New Coal, Nuclear Plants May Be Unnecessary - Energy Regulatory Chief
Source: The New York Times, Noelle Straub and Peter Behr (4/22/09)
"The president needs to show his cards on nuclear energy. . ."
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S. Korea Wins $170m in Renewable Energy Investment
Source: Reuters, Angela Moon (4/21/09)
"South Korea. . .signed a memorandum of understanding with European firms for a total investment of $200 million. . ."
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Global Drilling Spend to Increase 32% by 2013
Source: Oil & Gas Journal, Uchenna Izundu (4/21/09)
"The report said there will be sufficient numbers of deepwater development rigs to meet market demand."
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Fed Support, Higher Gas Prices Make Alternative Energy Attractive to Investors
Source: Investment News, Sue Asci (4/21/09)
"While an economic recovery is not expected until next year, alternative-energy projects are poised for a quick comeback."
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Spot Uranium on the Rise Again
Source: FNArena News, Rudi Filapek-Vandyck (4/21/09)
". . . yellow cake changing hands at US$40/lb earlier this month is likely to have been the bottom. . ."
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Goldman Upgrades Oil Service Sector
Source: TheStreet, William Hennelly (4/21/09)
"Waiting for consensus estimates to bottom would likely result in missing most of the initial 50% - 60% rally. . ."
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Crude Oil Rebounds from Five-Week Low as Stock Market Advances
Source: Bloomberg, Mark Shenk (4/21/09)
"Crude prices gained as much as 1.1% as financial share led U.S. equities higher."
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Uranium Spot Price Advances
Source: Uranium Investing News, Melissa Pistilli (4/21/09)
"A lively financial market in uranium trading has developed in recent years."
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Watch the Uranium Stocks
Source: The Australian, Robin Bromby (4/20/09)
". . .investors are now thinking long term - thinking about all those nuclear power stations that have to be built. . ."
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Natural Gas Is Ready to Rally
Source: Jutia Group, Jeff Clark (4/20/09)
". . .if they're smart, the bears will take their profits now and hibernate for the rest of the year."
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Court: Water from Gas Drilling Must Be Regulated
Source: Associated Press, Judith Kohler (4/20/09)
"The decision means companies must defer to water users with older water rights. . ."
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Oil to Trade in $48-$50 Range, Move to $60: Technical Analysis
Source: Bloomberg, Anthony DiPaola (4/19/09)
"Oil is still above the 11-week moving average and it's consolidating."
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Spending on Offshore Drilling to Rise 32%
Source: Energy Current (4/16/09)
"From 2010, a return to increases in spending are forecast, especially directed at deepwater development projects."
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Greg Reid: Geothermal - The "Sleeping Giant"
Source: The Energy Report (4/16/09)
With the U.S. stimulus package in place and the politically contentious cap-and-trade program looming, one sector is poised to benefit from both measures. Calling it the "Rodney Dangerfield" of renewable energies, Greg Reid, director of Clean Technology at Wellington West Capital Markets, says geothermal doesn't get a lot of respect right now—but that's about to change. In this exclusive interview with The Energy Report, Greg discusses how the political push, and monetary allocation, for clean energy are aligning the political and social stars over geothermal.
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