Streetwise Articles
Oil Rallies as Gasoline Demand Rises, Inventories Fall
Source: MarketWatch, Moming Zhou & Polya Lesova (2/25/09)
"Crude-oil futures on Wednesday surged more than 6% to above $42 a barrel. . ."
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Got Gas? There's Less Now
Source: Seeking Alpha, Hard Assets Investor (2/25/09)
"Oil's contango was trimmed by a third over the past week. . . "
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Rosatom to Help Develop Yakutia Region
Source: World Nuclear News (2/25/09)
"The Elkon uranium deposit in the south of the Russia's Sakha region is to be exploited, while power and heat from four floating nuclear power reactors will enable development in the north. . ."
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Global "Green" Energy Stimulus Hits $200 bln: Bank
Source: Reuters (2/24/09)
"Governments in the United States, Europe and Asia have also developed more than 250 policies since July last year that support alternative energy. . ."
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USO: Death by a Thousand Contangos
Source: Seeking Alpha, Milan Momirov (2/24/09)
". . .while USO is a useful short-term oil proxy, it should not be used as a long-term proxy without some strategy to minimize value erosion through contango. . ."
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Cacophony in the Oil Market
Source: Seeking Alpha, Hard Assets Investor (2/23/09)
"The question in many traders' minds is whether it's a transition to a bull market or to a wait-and-see holding pattern."
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U.S. Nuclear Renaissance Should Produce Chain Reaction of Growth
Source: Investopedia, Eugene Bukoveczky (2/23/09)
"Uranium miners could soar on recovery of uranium prices."
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Indian Uranium Market Open to Canada
Source: Uranium Investing News, Melissa Pistilli (2/21/09)
"A recent agreement between India and the International Atomic Energy Agency. . . has opened up a huge market for Canadian uranium producers, which had been closed for over three decades."
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American Drilling Techniques May Migrate Overseas
Source: Associated Press (2/21/09)
"European energy giants cut deals with U.S. gas producers; drilling technology is the prize."
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Ethanol Companies in Trouble; Experts say Industry Will Survive
Source: The Energy News (2/19/09)
"According to the Renewable Fuels Association based in Washington, D.C., production is down and dozens of plants have been idled in the last few months."
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Welcome to the New World of the Smart Grid
Source: Seeking Alpha, Charles Morand (2/19/09)
". . . real possibility that smart grid stocks will outperform the broader alt energy space over the next 12 months."
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North American Production Atrophy for 2008; 2009?
Source: Uranium Weekly, Geordie Mark (2/18/09)
"North American U308 2008 production data show that Canada and the USA combined produced ~1.93 million fewer pounds U308 than in 2007."
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Nuclear Energy May Power the World
Source: Uranium Investing News, Melissa Pistilli (2/18/09)
". . .the current global economic recession may have soured investor enthusiasm for the commodities sector, there are signs pointing toward a strong recovery in the uranium mining industry."
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China Domestic Coal Squabble Opens Door to Imports
Source: Reuters (2/17/09)
"Asking for a price rise as the dust is still clearing on the biggest commodity price collapse in history may not be the coal miners' best-timed move."
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Crisis Slowing Investment in Renewables: IEA
Source: Reuters (2/16/09)
"The resources underground are there if we are prepared to invest."
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Zambia to Issue Uranium Mining Licenses
Source: AfricaNews (2/16/09)
"Zambia is to start issuing uranium mining licenses to interested firms following the realignment of the country's mines and minerals act. . ."
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Oil Giants Hunt Bargains in Oil Sands
Source: Financial Post, Claudia Cattaneo (2/16/09)
"If you are a major, this is a once-in-a-generation opportunity to build a huge position."
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China's Power Investment Will Reach $84.7B in 2009
Source: Reliable Plant Magazine (2/16/09)
"In 2009, the total installed capacity of new power projects to be approved in China will be 70 GW, of which 8.4 GW will be nuclear power."
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Uranium Money
Source: The Engineer (2/14/09)
"Three Japanese companies will make a substantial joint investment in Uranium One. . ."
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What's the Right Price for Oil?
Source: Seeking Alpha, The Daily Reckoning (2/12/09)
"We had a wild ride in 2008. And I believe 2009 will give us some new shocks."
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Crude Falls for Fourth Day After U.S. Inventories Data
Source: MarketWatch, Moming Zhou & Polya Lesova (2/12/09)
"Crude inventories excluding those in the Strategic Petroleum Reserve gained 4.7 million barrels, more than analysts' expectations. . .in the week ended Feb. 6. . ."
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Petroleum Inventory Data Show an Interesting Trend
Source: Seeking Alpha, Philip Gvinter (2/12/09)
"Consensus estimates were fairly accurate for various forms of refined crude, but raw crude inventory continues to pile up faster than analyst predictions. . ."
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Brian Tang: Oil Supply and Uranium Demand
Source: The Energy Report (2/12/09)
Founder Brian Tang and the Fundamental Research crew are back this week, offering a value-based perspective on natural resource investment. In this exclusive interview with The Energy Report, FRC provides its macro view on mining, oil and gas and recommends an up-and-comer in the uranium space.
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OPEC to Cut Output at Price Below $40, Khelil Says
Source: Bloomberg (2/11/09)
"The anxiety over future oil market stability concerns us all. . .intense volatility is in the interests of no one."
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Vancouver Uranium Producer Partners with Japanese Consortium in $270 Million Deal
Source: BIV Daily Business News (2/11/09)
"Uranium produced by Vancouver's Uranium One Inc. (TSX:UUU) will help provide power to Japan's largest city."
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