Streetwise Articles
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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Uranium Romance to Be Rekindled?
Source: Uranium Investing News, Melissa Pistilli (2/10/09)
"Despite the setbacks caused by the global economic crisis, many believe uranium mining will remain lucrative."
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Salazar Rejects Bush Drilling Plan
Source: Associated Press (2/10/09)
"Salazar said any offshore energy plan must include a push for more renewable energy, principally wind power."
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Enrichment Group to Grow
Source: World Nuclear News (2/10/09)
"Ukraine is soon to join the international uranium enrichment project set up by Russia and Kazakhstan."
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Oil Companies Vow To Maintain Exploration Efforts
Source: Oil & Gas Journal, Paula Dittrick (2/10/09)
"Keep investing through the cycle. . .to maintain operating stability when the economy recovers."
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Great Problems and Great Fortunes
Source: Goldmau.com, Andrew Mickey (2/10/09)
"Peak oil, my a**! I've got hundreds of millions of barrels of the stuff in the Gulf [of Mexico]. We know where the oil is, we just can't get to it. . ."
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OPEC Delays 35 Drilling Projects due to Falling Prices
Source: Oil & Gas Journal, Eric Watkins (2/9/09)
"Current prices threaten the very sustainability of planned investment."
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Uranium Seen at $80/lb. by Year-End - TradeTech
Source: Reuters (2/9/09)
"Uranium prices could recover faster if the investor segment rekindles its interest."
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How to Trade Oil ETF Volatility
Source: Seeking Alpha, Keith Schaefer (2/9/09)
"Few investors realize it, but the oil ETFs give investors a monthly opportunity to make day trading profits on senior oil stocks."
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Funds Fueling Green Energy Run Dry
Source: International Herald Tribune (2/9/09)
"The United States, Australia and Japan can learn from the mistakes made in Europe. . .by insisting that industry buy carbon permits from the outset instead of getting them for free, and by creating a carbon bank."
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Alternative Energy - the Investment for 2009?
Source: Belfast Telegraph (2/9/09)
". . .many think it will be one of the first sectors to emerge from the current financial quagmire."
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Scotland Dithering over Nuclear Power Plants
Source: Uranium Stocks Newsletter (2/9/09)
"There is no more time for discussion, these power plants should be under construction right now."
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ETF Investors Mistakenly Stock Up on USO: Buy USL Instead
Source: Seeking Alpha, Index Universe (2/9/09)
"Investors are pouring money into the United States Oil Fund (USO) right now. They must be out of their minds."
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"Green Growth" Puts Climate Spend in Focus
Source: Reuters (2/5/09)
"The United States, Europe and other nations will spend about $100 billion on projects to fight climate change under economic stimulus plans. . ."
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Uranium Glows Ever Hotter in the UK
Source: Investors Chronicle, Martin Li and Mark Robinson (2/5/09)
"With little new generating capacity currently being developed, the UK risks a power supply crunch in just six years' time."
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Back to the Future for U.S. Oil Refiners
Source: Seeking Alpha, Bob van der Valk (2/5/09)
"The theory of the Invisible Hand of competition* is back to the future on matching product supply with demand."
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