Streetwise Articles
Uranium Stocks Poised for Surge on TSX
Source: Reuters (11/29/08)
"Almost every single producer has downgraded their forecast for 2008 production guidance," said Haywood Securities analyst Geordie Mark. "It's something like 5.5 million pounds already downgraded ... when production last year was around 107 million pounds, it's a big deal."
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Coal Prices to Slide
Source: Reuters (11/27/08)
Prices of thermal and coking coal will fall 20 and 26 percent respectively in 2009, a Reuters poll showed on Thursday, thinning miners' profits as a slowing global economy chews into demand.
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Block Traders Find Opportunities in the Oil Sector
Source: istockanalyst.com (11/25/08)
"Prices back above $100 a barrel for crude oil are quite likely in 2009, and a return to this yearâs high is possible," suggests Peter Way, who monitors the buying and selling activity of "million dollar market makers."
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Denis Brady: Beryllium May Be New Kid on the Nuclear Block
Source: The Energy Report (11/25/08)
In this exclusive interview with The Energy Report, Denisâwho formerly owned a beryllium metalworking and specialty alloy processing companyâdiscusses hot prospects for this unusual material, which is simultaneously stiff and light, nonmagnetic and transparent to x-rays, with a modulus of elasticity almost 50% greater than steel with only one-fourth the weight and an extremely high melting point of 2349°F.
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The UAE Will Go Nuclear While Exporting Oil
Source: Xpress News (11/25/08)
Ambassador Hamad Ali Al Kaâabi, UAE Permanent Representative to the International Atomic Energy Agency (IAEA), said yesterday that the UAE will export oil and natural gas abroad but depend to a much larger extent on atomic power domestically.
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Denis Brady: Beryllium May Be New Kid on the Nuclear Block
Source: The Energy Report (11/24/08)
In this exclusive interview with The Energy Report, Denisâwho formerly owned a beryllium metalworking and specialty alloy processing companyâdiscusses hot prospects for this unusual material, which is simultaneously stiff and light, nonmagnetic and transparent to x-rays, with a modulus of elasticity almost 50% greater than steel with only one-fourth the weight and an extremely high melting point of 2349°F.
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Running Faster to Stand Still
Source: John Kemp, Reuters (11/24/08)
World Energy Outlook 2008 strongly implies herculean efforts will be required to bring enough oil onstream to keep pace with burgeoning demand, and the industry has no more than a moderate prospect of succeeding. Only a structural upward shift in prices can generate the incentives and resources to make this investment programme possible.
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How Low Can Crude Oil and Gas Go?
Source: Seeking Alpha, Vahan Janjigian (11/24/08)
Not long ago, no one seriously thought we'd see $40 crude oil again. However, now it appears that we'll see $30 very soon.
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Will Economic Slowdown Hurt Greentech Investments?
Source: Seeking Alpha, Jeff St. John (11/24/08)
It's not just wind and solar power that could lose ground as the economy continues to unwind. A whole host of lower-carbon energy sources, including new nuclear power plants, could be stalled or canceled â and that could lead to a long-term rise in greenhouse-gas emissions...
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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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