Obama Victory Also a Win for Greentech
Source: Seeking Alpha, Jennifer Kho��(10/5/08)
It's obviously outstanding news for the clean-energy sector," said Ethan Zindler, head of North American research for New Energy Finance. "An Obama win, coupled with pickups in the House and Senate for Democrats, is really good news." More >

Uranium's Crystal Ball Price Is Sobering
Source: Mineweb��(10/5/08)
RCR's principal, John Wilson, said global equity markets remain volatile and investor sentiment cautious and this has seen the junior end of the resource sector "disproportionately negatively impacted." More >

Accelerated Business Response to Climate Change Drives Investment
Source: MarketWatch.com��(10/2/08)
This accelerated corporate response to climate change is reflected in global venture capital investment trends. Ernst & Young's Venture Insights (R) reveal that as a proportion of global venture capital investment, cleantech has grown rapidly - up from just 1.6% of total investment in 2003 to 11% in 2008. More >

S&P: "Coal Has Been One Hot Commodity Lately"
Source: Mineweb��(10/2/08)
...despite what S&P Primary Credit Analyst Sherwin Brandford and Secondary Credit Analysts Michael Scerbo and Marie Shmaruk called "meaningful price volatility," they advised that "we think over the next two years industry fundamentals will remain positive because coal will continue to be a vital energy source for countries throughout the world." More >

Uranium Prices Fall Again As Credit Crunch Bites
Source: Mineweb��(10/1/08)
Scores of investors in dozens of listed uranium stocks around the world were once again disappointed in the past few days as uranium oxide prices moved down again, this time, to two year lows. More >

Five Reasons Why the $700B Bailout Could Translate to $250 Oil
Source: Seeking Alpha, Keith Fitz-Gerald��(10/1/08)
First, global oil demand is still accelerating and, according to the United States Energy Information Administration [EIA], will reach more than 115 million barrels per day by 2030 - even with conservation efforts and high prices stunting demand... More >

New Survey Finds Unprecedented Leap in Support for Nuclear Energy
Source: MarketWatch.com��(9/29/08)
The new survey found that 69 percent of Americans believe the United States should definitely build more nuclear power plants in the future - a 10 percentage point gain from April. More >

Analysts' Oil Forecasts Wildly Off Base
Source: Seeking Alpha, Brad Zigler��(9/24/08)
Gasoline inventories declined by a larger-than-expected 5.9-million-barrel margin last week, despite analysts' forecasts for a 3.5-million-barrel drop...In all, analysts were 1-for-4 on forecasts this week...

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Extended Tax Credits Should Cause Solar Stocks to Heat Up
Source: Seeking Alpha, Dr. Duru��(9/24/08)
Given the renewed selling in solar stocks to start this week, it seems investors and traders were losing hope that this bill could pass because of the enormous financial obligations the American people are likely to take on to save Wall Street from itself. More >

U.S. Uranium Sector Resurgence Stymied by Public Ignorance of Metal's Benefits
Source: Mineweb��(9/24/08)
Texas-based Mestena Uranium Vice President Paul Goranson asserts that the "U.S. provides a tremendous opportunity for securing domestic supply." However, he added, domestic uranium production "isn't going to meet demand any time soon." More >

Pierre Lassonde: Moving Sideways Toward the Next Upside
Source: The Energy Report��(9/24/08)
Veteran gold analyst and mining executive Pierre Lassonde knows this sector inside and out. In this exclusive interview with The EnergyReport, he predicts limited downside given the accelerating demand for natural resources and shares his favorite companies, including his favorite oil stock. More >

NMA Says Climate Change May Be Most Important U.S. Mining Issue
Source: Mineweb��(9/23/08)
During a state-of-the-industry session which opened NMA's MINExpo conference in Las Vegas, Quinn said, "As we all know, the industry's performance is a function not only of market factors, but also of legislative and regulatory policies that impact mining operations and their markets." More >

Is Someone Playing with Oil?
Source: Seeking Alpha, Brad Zigler��(9/23/08)
The sudden collapse in the futures term structure pricked the Commodity Futures Trading Commission's ears, prompting acting chairman Walter Lukken to pronounce that the agency was working with NYMEX compliance staff to ensure that no one is manipulating the market. More >

Time for a Turnaround in Uranium Stocks?
Source: compareshares.com��(9/22/08)
"The one sector of the minerals industry which is guaranteed the longest favorable outlook is uranium,” says Warwick Grigor, managing director of research house Far East Capital. He believes smart investors will be buying now to take advantage of price weakness. More >

Peak Oil and Nuclear Power
Source: Donnernv��(9/18/08)
Having finally accepted the fact that we aren’t going to have fossil fuels for transportation forever (and probably not at an acceptable cost within 10 years), what can we do? More >

IEA Sees Long-Term Threats to Gas Supply
Source: Reuters��(9/18/08)
Investment uncertainties, cost increases and delays continue to be a major problem in most gas markets and are continuing to constitute a threat to long-term security of supply,' Nobuo Tanaka, IEA executive director, was quoted as saying in a statement issued by the IEA More >

Lehman's Fall Creates Solar Funding Woes
Source: Seeking Alpha, Ucilia Wang��(9/17/08)
Lehman had been one of the main underwriters for solar and other companies raising money, including debt financing, to build factories and solar farms. More >

Oil May Trade in the $80 to $100 Range for a While
Source: Seeking Alpha, Jim Kingsdale��(9/17/08)
...A significant unknown is the global decline rate. It is generally forecasted to be about 4% - 5% or 3.5 mb/d but nowhere, to my knowledge, is it compiled with comprehensiveness and integrity and made public. The decline rate is actually the natural decline of old fields net of EOR (enhanced oil recovery) efforts that get more oil out of such fields earlier... More >

Buried IAEA Report Could Give Oil A Big Boost
Source: Seeking Alpha, Irwin Greenstein��(9/17/08)
Since the UN has already imposed three rounds of sanctions against Iran for its ongoing enrichment program, and further US and EU have implemented further sanctions, the next step could involve an all-out bombing of Iran’s nuclear facilities with devastating consequences for the global oil market.

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Canada's Harper Proposes to Allow More Foreign Investment in Uranium Sector
Source: Reuters��(9/13/08)
Prime Minister Stephen Harper, campaigning in Nova Scotia for a general election to be held on Oct 14, said a reelected Conservative government would lift foreign ownership restrictions in the sector from the current limit of 49 percent, provided other countries involved also open up their markets. More >

Oversold Platinum and Uranium May Provide Great Upsides
Source: Mineweb��(9/11/08)
...the more cautious investor could do worse than look at current major pgm and uranium producers whose stocks have also fallen drastically, but which have the financial clout not only to survive the downturn relatively easily, but also to enhance their longer term positions by snapping up juniors and new producers with good projects which are financially stretched. (We are already seeing this happening). More >

Oil Demand Down, Supply Up
Source: Seeking Alpha, Jim Kingsdale��(9/11/08)
In sum, it seems like the world should be well supplied with oil in 2008 and 2009 as my recent megatrends analysis indicated and as other analysts have also indicated. It appears that the Saudis are quite happy to see oil prices come off their recent high - not a surprise since the King went so far as to call a global meeting some months ago of oil ministers to devise plans for reducing the price of oil. More >

Canadian Companies Shift Investment to Oil
Source: The Vancouver Sun��(9/11/08)
Small Canadian oil-and-gas companies are dramatically shifting capital spending to their oil assets or lowering their budgets altogether to avoid pouring too much money into the less favourable natural gas market. More >

CIBC Analyst Cuts Price Targets on the TSX, Oil and Gas
Source: Seeking Alpha��(9/11/08)
After the S&P/TSX composite index’s 487-point plunge on Tuesday, a decline of nearly 4%, Canada’s benchmark index is essentially in bear market territory after peaking on June 6. Oil is down roughly 30% from its summer high, natural gas is off 45% and a slew of other commodities have followed suit. More >

West Australia Election Result Too Close to Call
Source: Bloomberg��(9/8/08)
"A Liberal government in Western Australia would certainly be more positive for uranium explorers than the current situation,'' said Gavin Wendt, senior resources analyst at Fat Prophets Funds Management in Sydney. "But uranium projects are really tough to get off the ground and West Australian juniors have been hard hit by shrinking operating margins, so this doesn't mean there's suddenly going to be a flood of new mines.'' More >