Uranium Bearish as Tight Credit Cools Investors
Source: Reuters��(5/1/08)
The main driver behind the spot price, which accounts for nearly 10 percent of total annual turnover, has been the speculative community believing in a "nuclear renaissance." More >

South Australian Stocks Rising in Mine Boom
Source: theaustraliannews.com��(5/1/08)
South Australia is facing a continuous mining boom, and deserves to be rerated like a successful exploration company on the stock market, according to a primary industries expert. More >

Many Investors Like Water and the 'Green' Sector
Source: watertechnonline.com��(4/30/08)
Environmental investing “is more than a passing fancy,” Blake Moore, CEO of Allianz Global Investors U.S. Retail, writes in a recent article. “Environmental technology has all the hallmarks of an emergent sector in a long-term secular up-cycle: popular attention, robust demand, high innovation, abundant capital, an enduring need and rising valuations.” More >

Nuclear Power Benefits Outweigh Past Fears
Source: commercialappeal.com��(4/29/08)
Alan Greenspan's solution to breaking our nation's reliance on foreign oil includes market adoption of electric plug-in vehicles along with the infrastructure to power them. He was asked how plug-in vehicles should be fueled. His answer: "No question about it -- nuclear power." More >

The Time Is Right to Buy Big Oil
Source: Forbes��(4/29/08)
Although crude prices have jumped from $100 to nearly $120 per barrel over the past six months, they have not always made life easier for the big integrated oil and gas companies. Equipment, infrastructure and exploration costs rise in tandem with the price of oil, while the firms themselves have to buy refinery stock on the open market. More >

Is the Sun Shining on Solar?
Source: Seeking Alpha��(4/28/08)
Going green doesn't just mean using clean energy anymore. In the case of solar power, for example, it means solar investors are putting greenbacks in their pockets as well.
With all three U.S. presidential contenders on record as favoring some sort of cap-and-trade restrictions on carbon emissions, many in the alternative energy industry are eyeing the day when solar electrical generation can compete against fossil fuels on a kilowatt-per-hour basis. More >

Seeking Value in Uranium Stocks
Source: Mineweb.com��(4/28/08)
RBC CM analysts believe that the current uranium spot price has been "driven to excessively low levels due to intense selling pressure and lack of buying demand, coupled with the typical illiquidity of the spot market. The long-term price, on the other hand, has not changed since May 2007 and we think this better reflects the market's view of longer-term supply-demand fundamentals". More >

G8 to Go Nuclear
Source: Uranium-Stocks.net��(4/28/08)
The chairman of the up-coming G8 meeting, Japanese Prime Minister, Yasuo Fukuda, has informed the Annual Conference of the Japan Atomic Industry Forum, that he will give special attention to nuclear power. More >

Towers of Potential
Source: McClatchy Newspapers��(4/27/08)
The nuclear question is back. And this time the environmental front is divided -- a victim of its own success in sounding alarms about global warming. More >

Oil Bulls' Biggest Nightmare: A Stronger Dollar
Source: Seeking Alpha��(4/25/08)
While it is way too early to say that yesterday's rally in the dollar is the start of any real change in trend, it did give some insight to what investors can expect in commodities and oil if the dollar were to actually start going up...While the magnitude of the moves in each asset (the dollar and oil) have differed, the tit for tat relationship between the two has been constant.
More >

Uranium: Demand Expected to Remain Constant Despite Drop in Price
Source: Seeking Alpha��(4/24/08)
RBC Capital Markets’ Adam Schatzker does think spot prices could soon reach the top of the cost curve with cash costs for some producers possibily in the high-$60 to low-$70 range. But this does not guarantee any price resistance. More >

Michael Berry: Picking the Discovery Plays - Stocks Positioned for Take Off
Source: The Energy Report��(4/24/08)
In this exclusive interview with The Energy Report, the final installment of a three-part series, Dr. Michael Berry names some of his favorite energy plays. Most of the companies he discusses have yet to be recognized by the market. A pioneer in the field of discovery investing, Dr. Berry researches companies in natural resources, high technology, and biotech. More >

Zambia to Start Licensing Uranium Mining
Source: Mineweb.com��(4/23/08)
The uranium mining sector's new-kid-on-the-block, Zambia, will begin issuing yellowcake-mining licenses effective from June following a move this week by the United Nations' International Atomic Energy Agency (IAEA), which approved its legal framework guiding activities surrounding the extraction of the metal. More >

Briefing: Nuclear Power
Source: CNN.com��(4/18/08)
Putting all other arguments aside, critics say that nuclear power is going to provide too little, too late. Jeremy Rifkin, president of the Foundation on Economic Trends and author of the Hydrogen Economy, told CNN: "To get any appreciable impact on climate change you have to get 20 percent from renewable energies. For nuclear power to achieve this figure would mean building 3000 nuclear plants -- that's three power plants every 30 days for the next 60 years." More >

Moore's Law: Why Enviros Are Wrong on Nuclear Power
Source: Wall Street Journal��(4/18/08)
Greenpeace co-founder Patrick Moore, who now works as a nuclear-power advocate with the Clean and Safe Energy coalition, drops a few interesting pearls in an interview this week with Fareed Zakaria, the editor of Newsweek International. On why environmentalists—including Mr. Moore in his day—were so opposed to nuclear power: We made the mistake of lumping nuclear energy in with nuclear weapons, as if all things nuclear were evil. I think that’s as big a mistake as if you lumped nuclear medicine in with nuclear weapons. More >

The Bull Case for Uranium
Source: Seeking Alpha, Hard Assets Investor��(4/17/08)
After the fierce decline in 2007 and the smaller sell-off this year, I am certain that uranium is forming a bottom here. The potential increases in supply have already been priced into the market, while many risks to production are being discounted. The current lull in the market has allowed the spot price to drift lower. Uranium only needs a buyer to step in to turn the trend around. More >

Uranium Bull Market: Not Over Yet
Source: Market Oracle��(4/13/08)
...Spot uranium is now at $71, which is much lower than the inflation-adjusted high of $143.51 reached back in 1978. I am using the U.S. government numbers which I believe are artificially low, so the real discount should be much higher. And the last time we had a uranium bull market we didn't have peak oil or the industrialization of Asia, so the fundamentals point to a much higher price... More >

Uranium Investing: The Chinese Are Coming
Source: Matthew Smith, Seeking Alpha��(4/13/08)
...The low prices set by the uranium equities lately have attracted the attention of a few prospective buyers. It seems that the Chinese have finally arrived to the market- as some have expected for years now - much as the French did during the American Revolution. That was a pivotal moment during that war, and if the Chinese are serious about locking up supplies through agreements and acquisitions, then this will be a watershed moment for the uranium mining industry as a whole... More >

Stricken Uranium Stocks
Source: Mineweb.com��(4/11/08)
The findings of the latest (northern hemisphere) Winter Market Survey conducted by Ux Consulting, a specialist uranium consultancy, offers little solace for battered listed uranium stocks. Survey participants don't believe that the uranium spot price will go below $70/lb this year; the number is seen as a key support level, and equilibrium between buyers and suppliers is seen as sitting in the $70-$75 range. More >

Inside Track: Going Nuclear On Energy
Source: nationalinterest.org��(4/9/08)
How is nuclear power the cure to all that ails us?: We import ten million barrels of oil every day. That costs us one billion dollars every day, adding $365 billion each year to our trade deficit. Nearly all of that imported petroleum goes into transportation fuels. Replacing all of the imported-oil horsepower with an equivalent amount of nuclear-generated power eliminates nearly 30 percent of the trade deficit. More >

Canadian Dollar, Uranium, and Energy Stocks
Source: Financial Post��(4/9/08)
Uranium stocks are higher this morning on news that China is looking to spend $700 million to $1 billion on the purchase of uranium producer companies. China needs to lock in uranium production for its 30 nuclear power plants that are operating or currently being constructed. More >

Uranium Miners to Benefit from Falling Inventories
Source: Mineweb.com��(4/9/08)
Blackmont Capital analyst George Topping expects that uranium will make gains in the second half of 2008 due to the depletion of inventories built up by nuclear power plants during the panic buying of the second half of 2007. More >

Uranium Finally Wins with Greenies
Source: Seeking Alpha��(4/1/08)
Talk about a makeover. Nuclear power, once an environmentalist's worst nightmare, has transformed into the darling of greenies everywhere, with Greenpeace co-founder Patrick Moore even publicly proclaiming his faith in fission. More >

Uranium Finally Wins with Greenies
Source: Seeking Alpha��(4/1/08)
Talk about a makeover. Nuclear power, once an environmentalist's worst nightmare, has transformed into the darling of greenies everywhere, with Greenpeace co-founder Patrick Moore even publicly proclaiming his faith in fission More >

No More Taboos
Source: Financial Post��(4/1/08)
Vancouver-based miner becomes the first company ever to win rights to drill on Inuit-owned land for a mineral that remains taboo among aboriginal people: uranium. More >