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. More >

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. More >

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.
More >

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 aren’t cheap countries to run. More >

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. More >

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,” Raymond James Analyst Pavel Molchanov writes. “However, we do not envision immediate action (within, say, the first 100 days) on these issues. More >

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. More >

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.
More >

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 >