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. More >

The Low Energy Price Age Is Over
Source: Green Inc., James Katner��(10/30/08)
Despite the sharp dip in the price of a barrel in recent months, “the low energy price age is over,” said Nobuo Tanaka, the executive director of the International Energy Agency. He said demand was likely to remain steady from parts of the world like China and India, and that supply may not catch up with demand once any recession had run its course. More >

Falling Oil=Rising Refining Margins
Source: Seeking Alpha, Brad Zigler��(10/30/08)
...Calls for product inventories, however, were off base again. Gasoline inventories, which were expected to rise by 1.3 million barrels, instead fell by 1.5 million. A 700,000-barrel build in distillate fuel stocks, including diesel and heating oil, was forecast, but fuel inventories rose by 2.3 million barrels... More >

A Rebound in Energy
Source: bloggingstocks.com��(10/29/08)
Elliott Gue, The Energy Strategist: I would liken the energy sector at this time to a coiled spring; bullish fundamentals are being totally overshadowed by general market and credit fears. "When those fears are allayed, even partly and temporarily, the snap-back rally in the group will be tremendous. I expect we'll have just such a snap-back rally in the fourth quarter of 2008. More >

U.S. Natural Gas Consumption to Rise Under Next President
Source: Reuters��(10/29/08)
Natural gas, as the cleanest of the fossil fuels, is considered the preferred middle ground between the dirtier burning oil and coal and greener renewables. U.S. natural gas reserve estimates for 2006 were around 211 trillion cubic feet. But this could double in the coming years with the introduction of newly developed shale plays. More >

World Oil Supplies Declining Faster Than Expected - IEA
Source: Seeking Alpha, Paul Kedrosky��(10/29/08)
The upcoming IEA World Energy Report will say that global oil supplies are falling faster than expected, and massive investments are required just to (almost) stand still...the annual rate of output decline is 6.4 percent. More >

Resource Stocks Shed USD 3.4 Trillion in Market Value
Source: Mineweb��(10/28/08)
"Measured from peak prices in and around May, the world's top 20 oil majors return numbers of 60% and USD 2.2 trillion, however, individual percentage losses vary more widely. Exxon Mobil, a member of the 30-component Dow Jones Industrial Average, has surrendered a relatively modest 31% of its value, compared to particularly heavy losses posted by Chinese and Russian counters. More >

OPEC's Pity Party's Portents for the Global Economy
Source: Seeking Alpha, Julian Murdoch��(10/27/08)
A reduction of 1.5 million barrels per day (bpd) will occur on Nov. 1 - effectively cutting OPEC's production by around 5%. How did the market react? Oil prices dropped a coincidental 5% as well. Perhaps traders were expecting more? Or perhaps the slide we're in right now is too powerful to be stopped by the announcement of an ineffective cartel... More >

Oil Price and Credit Crunch Puts Big Canadian Oil Sands Projects on Hold
Source: Reuters��(10/24/08)
"I think everybody knew that the wheels were going to come off to some degree, but the collapse of the credit markets has just accelerated all of this," Dundee Securities analyst Menno Hulshof said. "I don't think anybody in a million years thought oil prices were going to come off as hard as they did..." More >

Settling OPEC Production Disputes Will Be Easier Said Than Done
Source: Seeking Alpha, Jason Simpkins��(10/23/08)
OPEC is expected to cut crude-oil output and raise prices at an emergency meeting in Vienna tomorrow. But even with crude oil prices down more than 50% from their July record highs, friction between cartel members has analysts wondering just how big the prospective cut will actually be. More >

Energy Financing Is Gone with the Wind
Source: Seeking Alpha, Ucilia Wang��(10/23/08)
In just the last month, money that typically would be available for building renewable-energy projects has "completely dried up," thanks to the financial market crisis, Reyad Fezzani, CEO of BP's wind and solar operations, said during a keynote and on-stage interview with Yuliya Chernova, editor of Dow Jones' Clean Technology Insight. More >

When Is the Uranium Price Going Up?
Source: Stockhouse.com��(10/21/08)
Many mining analysts see uranium as one of the best metals going forward, but there is little consensus as to where the spot price will be or what the growth potential might be for the uranium stocks... More >

IAEA Director General Says 50 Nations Contemplating Nuclear Power Generation
Source: Mineweb��(10/20/08)
The world's energy consumption is forecast to grow about 50% by 2030 with electrical use doubling globally and tripling in developing countries, according to the International Energy Agency. Nuclear energy is still expected to account for about 14% of global electricity generated in 2030... More >

John Pugsley: Exposing Some of Stealth Investing’s Energy Secrets
Source: The Energy Report��(10/16/08)
Ongoing education, excellent connections and a wealth of experience combine to give John Pugsley, editor of Stealth Investor, insights that are both compelling and provocative. He talks about the importance of patience, a focus on fundamentals and the criteria he’s using to identify the next wave of winners. More >

Falling Prices Make Consolidations in the Junior Oil and Gas Sector Inevitable - Scotia Analyst
Source: Seeking Alpha��(10/16/08)
A steep decline in share prices, weak commodity prices and tight credit markets provide the perfect conditions for consolidation in the junior oil and gas sector, says Scotia Capital analyts George Toriola. He points out in a recent research note that several junior oil land gas companies have seen share price declines of 70%, while the TSX S&P energy index has dropped 50% since the beginning of the the third quarter. More >

Oil Below $75: Increased Chance of OPEC Production Cuts
Source: Seeking Alpha, Jason Simpkins��(10/16/08)
Yesterday, in its monthly report, OPEC reduced its forecast for 2009 demand by 190,000 barrels a day as well. It was the cartel’s seventh consecutive forecast reduction. OPEC said that total oil consumption in developed countries fell by more than 1 million bpd in the year through September. More >

Solar Shares Under Pressure from Credit Crunch and Pricing
Source: Seeking Alpha, Eric Savitz��(10/15/08)
Deutsche Bank’s Steve O’Rourke observed in a research note Wednesday morning that while companies expect some negative impact from tighter credit in 2009, “quantification is presently impossible.” On pricing, he notes that most solar module companies continue to forecast a price decline in 2009 of under 10% - but he says that a drop of more than 20% is “increasingly likely.” More >

Canadian Government Wins Re-Election. Positive for Mining?
Source: Mineweb��(10/15/08)
Harper pledged to prohibit export of bitumen to countries whose greenhouse gas emissions targets fell short of Canada's. Bitumen is the heavy, black viscous oil produced from Canadian oil sands must be treated to turn it into an upgraded crude oil, which can then be refined to produce gasoline and diesel fuels...He also promised to aggressively expand geo-mapping of the nation's mineral and energy resources. More >

King Coal Bounces Back
Source: Mineweb��(10/14/08)
Starting Monday, listed coal stocks in most global regions rallied powerfully, leading the global resources sector upwards. More >

Pro-Commodities Goldman Turns Bearish, Warns on $50 Oil
Source: Reuters��(10/13/08)
"We have underestimated the depth and duration of the global financial crisis and its implications on economic growth and commodity demand," its commodity markets research team lead by Jeffrey Currie said in a report dated Oct. 13. More >

Old King Coal Not So Merry for U.S. Utilities Dealing with Volatile Coal Prices
Source: Mineweb��(10/9/08)
In the report, Return of the King: Coal Markets From a U.S. Power Sector Perspective, S&P Credit Analyst Aneesh Prabhu said, "Power companies are implementing various fuel strategies to mitigate surging coal prices, and which ones they chose depend on their expectations of where coal prices are going." More >

Roger Wiegand: Oil to Reach New Highs by Year End
Source: The Energy Report��(10/9/08)
Despite severe economic turmoil, demand for oil is rising significantly—in fact, it will land somewhere in the range of $150 to $157, according to Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand takes a close look at the untamed commodities bull and names some of his favorite buys. More >

More Off-Base (Way Off-Base) Oil Forecasts
Source: Seeking Alpha, Brad Zigler��(10/8/08)
U.S. commercial crude oil inventories, it turns out, increased to 302.6 million barrels, a whopping 8.1-million-barrel increase from the previous week, nearly putting oil into seasonal oversupply. More >

Global Financial Crisis Makes Oil A Great Hedge
Source: Seeking Alpha, Jason Schwarz��(10/8/08)
...Oil is your new hedge. Its multi-year climb is over and investors can now count on this play to protect their portfolios over the next year. When you're convinced that the time has come to put cash back into the market, make sure you protect yourself with some oil puts. Even when the market rallies, oil’s rise will be subdued and short lived because the global slowdown isn’t going away. More >

Goldman Turns Cautious on Solar Sector
Source: Seeking Alpha, Eric Savitz��(10/7/08)
Solar stocks traded sharply lower Tuesday morning after Goldman Sachs analyst Michael Molnar declared he has become cautious on the solar group, “as less generous subsidies combined with a wave of supply pose a real risk.” More >