Streetwise Articles
Alberta Tries To Bolster Oil Sector With Incentives
Source: Reuters (3/3/09)
"Alberta. . .offered its battered industry up to C$1.5 billion ($1.2 billion) in royalty breaks and credits on Tuesday to boost drilling and protect jobs as oil and gas prices sag."
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U.S. To See More LNG, Despite Downturn
Source: Oil & Gas Journal, Warren R. True (3/3/09)
"More shipments of LNG will come to the U.S. this year, whether the market needs them or not."
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Kuwait To Form Nuclear Energy Commission
Source: World Nuclear News (3/3/09)
"Kuwait's cabinet has approved a draft project to set up a national nuclear energy commission. . ."
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Could Obama Push Crude Oil to $300 Per Barrel?
Source: The Market Oracle, Andrew Mickey (3/2/09)
". . .higher energy prices are coming—eventually. The politicians are going to make it so."
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Nuclear Power: Renewable Energy?
Source: Uranium Investing News, Melissa Pistilli (2/27/09)
"Nuclear technologies that process waste from existing reactors to use as fuel do exist, and in effect are 'renewable.'"
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Hot Rocks Equals Hot Stocks?
Source: Marin Katusa, Casey Energy Opportunities (2/27/09)
. . .how does the forecast for geothermal energy look? With 75 new geothermal power projects over twelve states underway in 2007 in the United States alone, the answer is: pretty good.
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Lou Paquette: Uranium — Positive Supply and Demand Fundamentals Unchanged
Source: The Energy Report (2/26/09)
The Energy Report caught up with newsletter writer and commentator Lou Paquette (Emerging Growth Stocks). He believes uranium has the supply and demand fundamentals needed to thrive, and shares some of his favorite mining companies that are well positioned to ride out these turbulent times.
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Doug Casey: Opportunities Amidst Crisis
Source: The Energy Report (2/26/09)
Bullion and oil appear in the lineup of power players that Doug Casey thinks investors can count on as the world slips deeper and deeper into what he calls the “Greater Depression.” However, in this exclusive interview with The Energy Report, Casey sees a silver lining in the clouds of crisis—opportunity—and expresses optimism that technological advances, coupled with capital rebuilding once over-consumption runs its course, will prevail eventually.
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After a Beating, Solar Energy Is Ready to Shine
Source: Seeking Alpha, Kelvin Schulle (2/25/09)
". . .$20 billion in tax incentives for renewable energy by the Obama administration, is the ultimate boost to the solar sector."
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Uranium Fundamentals Strong
Source: Uranium Investing News, Melissa Pistilli (2/25/09)
"It's quite possible we could see the price of uranium double once again given that the underlying fundamentals for the uranium boom are still strong."
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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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