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 >

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 >