Scratch Oil For Now – Gold, Alternative Energies Will Outperform Near-Term
Source: James West, www.seekingalpha.com��(5/30/08)
Judging by the last few times gold set a new record after a prolonged corrective phase in the current bull market, the fact that its lurched towards $1,000 again a few times is strongly indicative of a bolder move upward past the previous record. More >

Is Crude Oil a Bubble Ready to Burst?
Source: Gary Dorsch, Editor, Global Money Trends Newsletter��(5/29/08)
In an interview with The Daily Telegraph, one of the world’s biggest hedge fund traders, Mr George Soros said although the weak US dollar, depleting supplies from ageing oil fields, government fuel subsidies, and record Chinese and Indian demand could explain the parabolic surge in energy prices, the crude oil market is also significantly inflated by speculation. “Speculation is increasingly affecting the price, which has a parabolic shape, which is characteristic of bubbles,” he said. More >

China Boosts Domestic Mining
Source: upasiaonline.com��(5/29/08)
What may be little known however is, in its pursuit to meet the insatiable demand for resources, China is also intently hunting for resources within its borders. And that is giving rise to a booming mining industry, changing not only the country’s oft-criticized mining practices but also opening up a plethora of opportunities for foreign investment. More >

Inside US Uranium Markets
Source: Mineweb.com��(5/29/08)
The latest Uranium Marketing Annual Report from the Energy Information Administration (EIA), a US government agency, suggests that US buyers of uranium, some of the biggest in the world, could have played a part in the collapse in spot prices from a manic $138/lb in June 2007, to, eventually, current levels around $60/lb, a level which has not yet demonstrated a bottom. More >

Morgan Stanley Report Says Oil Prices Increasing Inflation
Source: Bloomberg��(5/29/08)
High oil prices will stoke inflation and add as much as a full percentage point to U.S. domestic prices, Merrill Lynch & Co. said in a report this week. (5/29/08) More >

Smells Good: The Case for Natural Gas
Source: Michael Fitzsimmons, Seeking Alpha��(5/28/08)
So, comparing apples to apples on a BTU energy basis, the energy ratio would be 5,800,000/1,024,000 = 5.6 oil/gas [BTU]. The conclusion here is that, based purely on energy equivalency, natural gas is a bargain at today's prices. One could therefore make a decent bullish argument that natural gas prices need to rise to keep up with oil on a purely energy equivalent basis. More >

Three Reasons for a Rebound in Nuclear Energy ETFs
Source: Gary Gordon, Seeking Alpha��(5/28/08)
China signed a pact with Russia for $1billion to build out a nuclear power plant facility. China has been actively seeking to expand its use of nuclear power because, at the present time, nuclear energy only accounts for 2% of the country's total energy production...If China is committed to a long-term nuclear energy policy, investors should take notice. More >

Why Did Crude Oil Spike So High?
Source: Colin Twigs, Seeking Alpha��(5/27/08)
July 2008 Light Crude broke through resistance at $130. Narrow consolidation above the new support level would warn of another sharp rally. Reversal below $130 would be healthier, testing support at $125 and establishing a more solid base for the up-trend. A word of caution: rising trendlines show an accelerating up-trend, or self-reinforcing cycle, which is likely to culminate in a sharp upward spike — followed by an equally sharp drop as the market corrects from its excesses. More >

Tight Markets, Utility Buying, Long-Term Prices Determine Uranium Mining Forecasts
Source: Mineweb.com��(5/27/08)
At a recent roundtable, industry experts discussed the outlook for the uranium sector. Gordon Miller, president and CEO of First Uranium, noted that even with the high prices the supply response to date has been slow and in fact primary mine production has been falling because of production issues. Increasing costs for mines and exploration will force prices higher over time, and this will likely help set floor prices. More >

Big Oil Stocks Seen as Safe Place to Be
Source: International Herald Tribune��(5/26/08)
Big oil is "a great place to be right now" says Tina Vital, equity analyst with Standard and Poor's. "While oil prices have moved up, share of major oil companies haven't moved up in tandem," she said. "A lot of their valuations look pretty compelling." More >

Beneath the Oil Frenzy
Source: Mineweb.com��(5/26/08)
Some so-called laggards in the commodity supercycle - potash, iron ore and the mining majors - continue to dominate the rankings for 12-month returns from listed stocks. More >

Uranium Stocks Rally as Sentiment Shifts Toward Nuclear Energy
Source: Stockhouse.com��(5/26/08)
According to the weekly uranium update from Toll Cross Securities, junior explorers jumped five percent compared to last week, while advanced explorers moved up nine percent, production visibility companies skyrocketed 17 percent and producers jumped 10 percent. The Toll Cross Junior Uranium Index jumped 6.7 percent, moving to 369.34 from last week’s high of 346.09. More >

Why Silicon Valley Loves Rising Crude Oil Prices
Source: commodityonline.com��(5/25/08)
John Doerr, titan of the venture capital world, is convinced that opportunities in the cleantech space will be as lucrative as anything he's seen before. (From the man who helped launch Netscape and Google, that's really saying something.) More >

Uranium Mania's Postmortem
Source: Mineweb.com��(5/23/08)
It may be difficult to believe, but there are a number of emerging uranium producers with stories that are likely to bring rewards to investors. Until then, the good news for investors is that the Bank Credit Analyst recently asked whether (general) commodity mania had entered the dangerous terminal phase, and, pointing to five of its favorite signposts, found that none were yet worrisome... More >

What the Oil Price is Telling Us & Will it Affect Gold and Silver Prices? (Part II)
Source: www.GoldForecaster.com��(5/23/08)
On the supply side, certain opaque realities are often overlooked and have to be faced clearly. Non-OPEC oil producers are unable to push up oil production as fast as incremental demand is expanding. Old oil fields are declining while new ones are not coming on stream fast enough. This situation will not change in the next few years, unless new oil fields are found. Can O.P.E.C. fill the gap? More >

Many Forces Converge to Lift Oil Prices
Source: Jim Kingsdale, Seeking Alpha��(5/23/08)
Some financial writers are advising mere mortals who don’t live anywhere near New York to hold gold and oil ETF’s in their “cash” accounts as a way to keep up with inflation. With ETFs just a simple mouse-click away, Joe Investor can easily substitute gold and/or oil for cash, and bingo, he is inflation protected. This is a trend that is non-trivial now but could really take hold as inflation accelerates. More >

Alternative Energy Lures Pension Funds as Oil Soars
Source: Reuters��(5/22/08)
According to the National Venture Capital Association (NVCA), the so-called 'CleanTech' sector boasts the highest growth in venture capital investments in the last five years. More >

Uranium: Red Hot Yellow Cake
Source: Matthew Smith, Seeking Alpha��(5/22/08)
Theinvestar's Canadian Uranium Average is up strongly since early May with strength from all segments, but the largest gains coming from the near-term producers and beaten down juniors. The index has held support recently and just broke out of overhead resistance with yesterday's stellar returns. More >

Crude to $150, Then Major Correction?
Source: Moby Waller, Seeking Alpha��(5/22/08)
As everyone knows, crude oil prices have been rocketing higher. It seems inevitable to me at this point that we will hit $150/barrel on the futures. Often when everybody guesses and discusses that a stock or index will hit a key round-number level, it becomes a self-fulfilling prophecy in a way. More >

Nuclear Dawn: Is the World Finally Ready for the Original Low-Carbon Energy Source?
Source: George Bell, Worth Magazine��(5/21/08)
For investors, navigating the energy sector-particularly alternative sources-can be a tricky task. Green energy options include solar, wind, hydrogen fuel cells and, believe it or not, nuclear power. The inclusion of this last source comes as a surprise to many, because nuclear power, which is cheaper than natural gas or coal, draws negative mental imagery of radioactive waste and three-eyed fish. Can it truly be considered an environmentally sound energy producer? More >

Strong Growth Predicted for Uranium as Global Energy Demand Could Rise 50% by 2030
Source: Mineweb.com��(5/20/08)
A detailed study on energy issues released by Southern Cross Equities has painted a strong growth pattern for uranium for nuclear power and assumes that if uranium mine production grows only by the current 3% per annum then the shortfall in 2030 could be 30,000 tonnes based on China's unrelenting growth continuing. More >

Climate Change Investment Opportunities Unearthed
Source: moneyextra.com��(5/20/08)
Volatility in equity markets has created winners and losers in the broader climate change investment sector. So says Farley Thomas, Global Head of Wholesale at HSBC Investments. Thomas cites the "solar" sector as a current example of an attractive theme. Although share prices within this sub-sector became overheated last year, general risk aversion has since led these stocks to be severely punished, falling 50% since their highs in November 2007. More >

Part I: What the Oil Price is Telling Us & Will it Affect Gold and Silver Prices?
Source: GoldForecaster.com��(5/20/08)
The oil price has in the past few years been a major influence on the gold price and quite rightly too. Both represent an unalterable definer of power and value. But of late the gold price has lagged the oil price in its relationship with oil. We see this as a temporary situation, which will persist until the ‘big’ global picture forces itself onto the realities of our daily life in our local communities. More >

Uranium Market Glowing Green
Source: Forbes.com��(5/20/08)
The relentless rise in demand for electricity has resulted in nuclear reactors ramping up production almost to capacity. In 2007, U.S. nuclear reactors operated at record capacity of 91.8% and generated a record 806.5 billion kilowatt-hours of electricity. Meanwhile, a new generation of nuclear reactors is already under construction or in advanced stages of planning. More >

Carbon Caps May Give Nuclear Power a Lift
Source: The Wall Street Journal��(5/19/08)
As Congress debates whether to limit carbon-dioxide emissions, one of the most vocal supporters of such legislation -- the nuclear-power industry -- is poised to reap a multibillion-dollar windfall if restrictions take effect. More >