China Intends to Create a Strategic Coal Reserve by 2015
Source: Mineweb  (9/4/08)
Fed up with the high price of coal, which makes up more than 69% of China's energy matrix, China's National Energy Administration intends to create a legislative framework to create and manage a strategic coal reserve. More >

Time to Buy Oil?
Source: Seeking Alpha, Todd Sullivan  (9/4/08)
...It may take a while and you may have to weather a hurricane or two that will pump a temporary rise in prices but I think if you are patient, you will be able to pick up the USO (U.S. Oil Fund ETF) and the price equivalent of crude for under $100. More >

No Matter Who's Elected, Alternative Energy Wins
Source: Seeking Alpha, Justice Litle  (9/4/08)
...That shift in the risk matrix would put global slowdown on the back burner of oil traders’ minds and make supply disruption worries a key factor once again...Which, in turn, would send the price of oil climbing back towards $150 as the fear premium heats up... keeping the pressure on to find and fund alternative energy solutions.

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Tsunami Insurance: Greg McCoach on Financial Catastrophes and Outlook for Commodities
Source: The Energy Report  (9/2/08)
In this exclusive interview with The Energy Report, Greg McCoach, bullion dealer and author, Mining Speculator newsletter, forecasts a maelstrom of financial catastrophes with the potential to cripple the U.S. economy. While most Americans are clueless about the impending meltdown, investors in mining stocks, including uranium, could soon realize explosive growth. More >

Tsunami Insurance: Greg McCoach on Financial Catastrophes and Outlook for Gold
Source: The Energy Report  (9/2/08)
In this exclusive interview with The Gold Report, Greg McCoach, bullion dealer and author, Mining Speculator newsletter, forecasts a maelstrom of financial catastrophes with the potential to cripple the U.S. economy. While most Americans are clueless about the impending meltdown, investors in mining stocks and the precious metals markets could soon realize explosive growth. More >

Oil's Setback Creates Buying Opportunities
Source: financialpost.com  (8/29/08)
Growth manager and energy specialist Greg Bay, president of Vancouver-based Cypress Capital Corp., used the recent major sell-off in the Canadian energy sector in the wake of the steep decline in the oil price to add to select holdings that he considered had fallen too sharply and offered compelling value. More >

Uranium Stocks - Bombed Out But Rising
Source: Mineweb  (8/28/08)
Looking at the longer term pricing outlook for uranium oxide, analysts stand generally bullish. RBC Capital Markets today released commodity analysis updates, and noted that "uranium, coal and iron ore are the only commodities for which we forecast higher annual average prices in 2009 versus 2008 levels". More >

Scotiabank's Mohr Forecasts Higher Copper and Uranium Prices, Strong International Coal Prices
Source: Mineweb  (8/28/08)
Scotiabank economist Patricia Mohr noted that spot uranium prices rallied to US$64.50 in July and should move higher during the rest of this year More >

Crude Oil Inventories Decline Slightly
Source: Seeking Alpha  (8/27/08)
"Traders are still focused on Gustav's potential effects for now," said Matthew Carniol, chief currency strategist at TheLFB-forex.com. "If Gustav does become a serious problem, given that places like Russia and Venezuela are not pumping at peak capacity we could see prices head right back into the $130 to $140 area, especially since equities do not appear to be an appealing investment. Gustav is expected to regain hurricane status once it passes over Cuba." More >

Natural Gas and Crude Part Ways
Source: wsj.com  (8/27/08)
In the U.S., natural-gas futures trade at the steepest discount to crude oil in the past 18 years, according to CIBC World Markets. Crude closed Tuesday at $116.27 a barrel, or $20.05 per million BTUs on an energy-equivalent basis, while gas settled at $8.278 per million BTUs, or 41% of the price of oil. More >

China Overtakes UK in List of Most Attractive Countries for Renewable Energy Investment
Source: citywire.co.uk  (8/27/08)
By contrast with the UK China met its expected renewable capacity of 5GW by 2010 three years early, and Ernst & Young expect its 2020 target of 30GW to be exceeded. The top three places in the table were unchanged – the US is still the most attractive country for investment in renewables followed by Germany, which set out a comprehensive feed-in tariff framework in a short space of time, and India. More >

Crude Rises on Storm Jitters, Drop in U.S. Supplies
Source: MarketWatch  (8/27/08)
Natural-gas futures climbed as much as 6%, leading broad gains across the energy sector.
Crude for October delivery rose $1.64 to $117.94 a barrel on the New York Mercantile Exchange. It traded as high as $119.55 earlier. More >

WA Parties Battle Over Uranium Mining
Source: au.news.yahoo.com  (8/26/08)
West Australian Labor has sought to capitalise on community concern over uranium mining, promising to introduce legislation banning the controversial practice if re-elected next month. More >

Nuclear Giants in Talk with UAE
Source: arabianbusiness.com  (8/26/08)
In March the UAE announced it had created an agency to establish a nuclear power industry, and would seek international investors. The UAE has no plans to enrich uranium and will instead depend on outside sources to provide it with nuclear fuel, according to the government. More >

Risks and Rewards in Russia
Source: investorschronicle.co.uk  (8/21/08)
Today, Russia no longer fuels the imagination of spy thriller writers or space race enthusiasts, but is popping up on investor radars due to the country's attractive investment prospects. More >

Commodities Correction: Painful but Healthy
Source: Seeking Alpha, Frank Holmes  (8/21/08)
...The fall in the price of oil futures from a high of $147 per barrel to $113 per barrel has been a headwind for the energy sector, but it seems investors have sold the sector without regard for price or value. Such a scenario usually presents attractive opportunities for long-term investors... More >

Mining Stocks Revive as China May Be Looking to Stimulate Economy
Source: Mineweb  (8/21/08)
The Shanghai Composite index rocketed by 7.6% yesterday, on speculation that the Chinese government would introduce measures to protect the country's economic growth, as the global economy continues to cool. Amid the speculation, investment bankers JP Morgan crystallized the idea that the Chinese government was considering stimulus spending of as much as CNY 400bn (about USD 58bn), and may also ease monetary policy this year. Resource stocks reacted positively... More >

Just a Commodities Correction - Not the End of the Bull (Part 2)
Source: Seeking Alpha, Eric Roseman  (8/20/08)
...Total oil supplies remain in deficit to the tune of roughly 2 million barrels per day or 87 million barrels of demand compared to 85 million barrels of supply. That discrepancy in supply and demand has been consistent for over a year and remains threatened by supply bottlenecks in many oil-producing markets and threats of regional conflicts... More >

Crude Oil at Bearish Extremes
Source: Seeking Alpha, Cam Hui  (8/20/08)
...My estimate of mutual fund positioning is also encouraging for the energy sector. Consensus mutual funds have sold down their energy holdings to a market weight from an overweight position. By contrast, smart funds remain overweight the sector. Long term bullish on oil... More >

Just a Commodities Correction - Not the End of the Bull (Part 1)
Source: Seeking Alpha, Eric Roseman  (8/19/08)
Every single day, the world's population uses more oil than the planet can possibly produce. This means the peak oil theory is still alive and well. That's why this ongoing correction in crude oil prices is creating the best entry point for new investors in more than three years. More >

The Energy Sector Goes on Sale
Source: Seeking Alpha, Investment U  (8/19/08)
In spite of short-term corrections, the International Energy Agency predicts that by 2030, overall energy use will increase 55% from today's levels. And it's been estimated that $22 trillion of new infrastructure projects will be required in the same timeframe... More >

Study France's Nuclear Power Success
Source: theledger.com  (8/14/08)
...nuclear power supplies 20 percent of America's electricity, and no new nuclear plant has come on line since 1996. It's time to look to the French who get 80 percent of their electricity from nuclear power. They're way ahead of the rest of the world in wresting energy from the atom. More >

Uranium Shortage Feared
Source: thestar.com  (8/14/08)
"From the point of view of the world, we will be desperately short of this stuff if Cigar Lake doesn't come on stream," said Salman Partners analyst Raymond Goldie. More >

Uranium Price Expected to Rise as Nuclear Demand Soars
Source: citywire.co.uk  (8/14/08)
...with sub-$100 oil barrels a distant memory and coal following similar trends, Richard Lockwood, Investment Manager, CQS New City, said he would be ‘flabbergasted’ if long-term uranium contracts from new nuclear power stations did not reach $100/lb or more within a year. ‘I think we will have a new pricing established and it will be by the people who are spending vast sums of money on power stations,’ he said. ‘There’s no point in spending $5 billion on a power station if you haven’t got the actual base commodity worked out.’ More >

Natural Gas: Clean Fuel with a Dirty Little Secret
Source: Seeking Alpha  (8/14/08)
This dirty secret is not obvious, until you spend some time with the data. While natural gas demand is expected to increase by 1.42% in 2008, from 65.42 BCF/d to 66.35 BCF/d, domestic natural gas supply increased from 52.97 BCF/d in May 2007 to 57.14 BCF/d in May 2008! This is a stunning 4.17 BCF/d supply response in the midst of a .93 BCF/d increase in demand. The natural gas markets are currently 3.24 BCF a day oversupplied!...Nathan Weiss More >