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 >

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 >