Streetwise Articles
Going Underground for Hot Buys
Source: The Energy Report (11/20/08)
John McIlveen, a veteran securities analyst specializing in renewable power, turns The Energy Report on to a hot but hardly new source of energy in this exclusive interview. Geothermal power runs 24/7, is clean, cost-competitive and ready now. McIlveen, who recently joined Jacob & Company, an independent investment bank providing financial services to the renewable power sector, shares the names of some small geothermal companies with big multiples in their future.
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Top Ten Global Energy Trends in 2009 - Global Markets Direct
Source: PRWeb.com (11/20/08)
Nuclear energy will play an increasing role in meeting the global energy needs even though some new projects might be delayed in 2009.
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Clean Energy Confronts Messy Reality
Source: wsj.com (11/20/08)
Forging a new energy future by creating vast amounts of wind, solar and, possibly, nuclear energy is one of Mr. Obama's highest priorities. But enacting that policy depends to a large degree on the ability of energy companies and utilities to finance the massive new investments that would be needed.
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Leading Entrepreneurs See Climate Change as Growing Strategic Concern - Ernst & Young
Source: MarketWatch.com (11/20/08)
...80% of the entrepreneurs expect to increase their cleantech spending over the next five years. Nearly half (44%) have budgeted at least US$1 million for climate change investments over the next five years and 6% anticipate spending upwards of US$20 million during the same period. Cleantech investment priorities are water efficiency, solar power and electric grid management.
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Gas Prices at 90-Year Low
Source: Seeking Alpha, Eddy Elfenbein (11/19/08)
Yesterday's PPI report showed the biggest plunge on record thanks to gas prices dropping by nearly 25%. If we adjust for inflation, gas prices are much lower than they've been for much of the last 90 years.
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Peak Oil's Bell Is Ringing
Source: Seeking Alpha, Praveen Jaiswal (11/16/08)
As the chief economist of Morgan Stanley said, â⌠we have a 90% chance of facing an economic Armageddon.â The bell is ringing for us to wake up and as Albert Einstein said, âyou cannot solve this worldâs problems with the same thinking that created themâ.
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Renewable Energy Investors Plan and Raise Funds
Source: forbes.com (11/13/08)
Rapid growth in renewable energy investment over the last four years will go into reverse this year as a result of tighter public equity and project finance, following the global credit squeeze, researchers New Energy Finance said earlier this month.
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IEA Predicts Oil Supply Crunch
Source: Seeking Alpha, Tim Iacono (11/13/08)
In fact, in the IEA's latest report, they have turned downright alarmist on the subject of the long-term balance between supply and demand, acknowledging that the current system can not endure.
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New Uranium Production Still Needed to Meet Growing Demand
Source: Mineweb (11/13/08)
Cameco CEO Jerry Grandey told analysts that he believes global uranium production may fall 5 million pounds short of originally projected macro forecasts this year for a total of 120 million pounds.
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Financial Uncertainty May Drive Up Uranium Price
Source: canada.com (11/13/08)
In a conference call yesterday with analysts and media, Cameco's President and CEO Jerry Grandey said lack of investment will delay new uranium production, thereby strengthening uranium prices in the longer term.
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To What Extent Is Alternative Energy Performance Linked to Fossil Fuel Energy Prices?
Source: Seeking Alpha, Charles Morand (11/13/08)
...it is still too early to draw conclusions about any clear relationship between the performance of solar and wind firms and the prices of oil and natural gas. It is also impossible at this stage to disentangle all of the headwinds facing solar and wind and assert that energy prices play a larger role than other factors...
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A Rally in Crude Oil Would Not Be a Surprise
Source: Seeking Alpha, J. Clinton Hill (11/13/08)
...Some investors argue that the supply/demand situation favors higher oil prices. I also agree with this thesis, but as long as fear and perception of an economic recession prevail over the IEAâs prediction of long-term oil prices, energy prices will remain under pressure...
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Hard Times Ahead for Global Coal Trade
Source: Mineweb (11/11/08)
The global credit crunch is stifling physical coal trade around the world, slicing volumes and prices, with even large utilities struggling to raise short-term finance to operate normally.
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Brien Lundin: The Hazardous Transition from Deflation to Inflation
Source: The Energy Report (11/11/08)
As difficult as it may be for precious metals investors to sit on their hands, that may be the best âactionâ for surviving this hazardous transition from deflationary to inflationary times. Gold Newsletter Editor Brien Lundin explains why it is absolutely inevitable that inflation will trigger a rise in gold and hints that a December âsurpriseâ could end the waiting game. He also believes uraniumâs long-term story remains bullish, but itâs not going to develop as quickly as everyone had hoped during the âurani-maniaâ a couple of years ago. While his advice is to let this round of deleveraging and deflation end before making any serious plays, he names a few bargains that stand out even in a downturn.
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Washington Subsidies Not Necessary to Rebuild the U.S. Nuclear Industry
Source: heritage.org (11/10/08)
The potential market for new nuclear reactors and the services necessary to keep them running is so large that the private sector is already beginning to expand. Those that invest wisely today will be the ones best positioned to take advantage of the emerging nuclear markets in the future.
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Washington Subsidies Not Necessary to Rebuild the U.S. Nuclear Industry
Source: heritage.org (11/10/08)
The potential market for new nuclear reactors and the services necessary to keep them running is so large that the private sector is already beginning to expand. Those that invest wisely today will be the ones best positioned to take advantage of the emerging nuclear markets in the future.
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Natural Gas Reserve Boost Seen
Source: Forbes.com (11/6/08)
The Energy Department will likely report a 20 billion to 25 billion cubic feet boost to natural gas reserves on Thursday for the week ended Oct. 31, according to a survey by Platts, the energy information arm of McGraw-Hill Cos.
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Market Paralysis Ignores Uranium's Compelling Projections
Source: Mineweb (11/6/08)
A study on the uranium market by Australia's BGF Capital claimed that any conventional analysis would overwhelmingly show the uranium price must move higher to underwrite the supply response needed for the growing demand for uranium and to fill the shortfall from exhaustion of stockpiles and weapons conversion programmes.
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Rick Rule on Commodities: Be Prudent, Study Hard, and Take Advantage of Volatility
Source: The Energy Report (11/5/08)
Legendary investor Rick Rule, founder of Global Resource Investments, began his career in the securities business in 1974, and has been principally involved in natural resource security investments ever since. In this edited transcript from a presentation for clients, Rule shares his thoughts on the current situation.
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A $40 Bottom in Oil?
Source: Seeking Alpha, Michael Kanellos (11/5/08)
Why? $40 a barrel is the level that many Middle Eastern OPEC nations need to achieve to continue to fund their somewhat lavish public works and social programs, the exec estimated. Dubai, Abu Dhabi, Saudi Arabia and Kuwait arenât cheap countries to run.
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Oil Analysts Down for the Count
Source: Seeking Alpha, Brad Zigler (11/5/08)
First of all, there was the crude oil inventory estimate. The guys with the green eyeshades thought stocks would rise by 1.2 million barrels over the previous week's level. Market action yesterday seemed to intimate a different view, though.
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Solar Stocks Up on Prospects of Obama Presidency
Source: Seeking Alpha, Eric Savitz (11/4/08)
We agree with the general premise that an Obama White House/Democratic Congress combination sets up the prospect for a greater amount of federal action on the renewables front than would be the case under Senate McCain,â Raymond James Analyst Pavel Molchanov writes. âHowever, we do not envision immediate action (within, say, the first 100 days) on these issues.
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Uranium Stocks Back in Fashion
Source: Mineweb (11/3/08)
Analysis of listed uranium names indicates that enthusiasm for the sector is back. Stock prices for uranium developers, or juniors, are now on average 51% above low points, and for listed producers of uranium oxide, 46% higher than recorded lows.
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Rick Rule on Commodities: Be Prudent, Study Hard, and Take Advantage of Volatility
Source: The Energy Report (10/31/08)
Legendary investor Rick Rule, founder of Global Resource Investments, began his career in the securities business in 1974, and has been principally involved in natural resource security investments ever since. In this edited transcript from a presentation for clients, Rule shares his thoughts on the current situation.
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Survey Reveals Strong Support for Increased Focus on Nuclear Energy
Source: MarketWatch.com (10/30/08)
Nuclear energy received a resounding endorsement from renewable energy and clean technology professionals in a recent survey conducted by law firm Cooley Godward Kronish. The survey of 85 New York-area clean tech entrepreneurs, investors and other industry professionals shows that 72 percent of respondents believe nuclear energy should receive more focus as an alternative energy source.
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