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 >

Copper Price Could Soften As Chinese and US Economies
Source: Mineweb.com  (5/19/08)
Although copper bulls say the copper price will reach $10,000/t and higher on the back of China's economic growth, the Virtual Metals Research Group says this is unlikely. They expect the copper price to soften after 2010 as slower growth in China and lower US demand coincides. More >

Uranium Juniors on a Limb
Source: Mineweb.com  (5/19/08)
...utilities have been avoiding discretionary purchases of uranium on the spot market. At the same time various traders and producers have continued to offer material for sale, resulting in downward pressure on the spot uranium price. This is reflected in the quoted prices of uranium juniors, where the average stock price trades some two-thirds off its highs. More >

Uranium Still Has a Bright Future
Source: Sydney Morning Herald  (5/19/08)
In a long report last week, Merrill Lynch analysts said the spot price of uranium had now fallen close to the marginal cost of mine production, so it should stabilise around current levels. "Uranium's outlook is robust," the investment bank said, citing growing global demand for nuclear power now that it's often seen as "green". More >

Uranium Industry Experiencing "Sustained Growth"
Source: Business Spectator  (5/16/08)
Contract prices for uranium have risen to around $US90 a pound, from less than $US20 a few years ago, and "energy security and the response to climate change, have combined to provide highly favourable circumstances for the future development of the world’s uranium industry", according to a Deloite report commissioned by the Australian Uranium Association. More >

Base Metals - A Selective Bull Market
Source: Mineweb.com  (5/16/08)
In the bull market across industrial commodities (and more recently the soft commodities), the role of the individual fundamentals can sometimes get "lost". However, they have been critically important in determining the relative performance of the individual metals. More >

US Investors Say It's Time to Buy Stocks, Favor Brazil, Energy
Source: Bloomberg  (5/15/08)
Forty percent of respondents singled out energy as the best place to put their money over the next 12 months, followed by health care and drugs, at 30 percent, technology, at 22 percent, and financial services, with 15 percent. Investors could choose more than one industry. More >

Nuclear Power Is in Demand
Source: Seeking Alpha  (5/15/08)
Looking at the figures, you'd think the world has embraced nuclear energy once again with open arms. There are currently 439 nuclear plants in operation worldwide, 33 under construction and 94 that are in advanced planning stages, according to Jeremy Gordon, a spokesperson for the World Nuclear Association in London. More >

Senate May Kill Solar Rally
Source: Eric Savitz, Seeking Alpha  (5/14/08)
Solar stocks have been rallying on reports that the House this week will approve a bill that includes extensions of tax credits for renewable energy sources such as wind, solar and biomass. And while it does appear likely that the measure will pass, there is reason to believe it will get killed off in the Senate in its present form. More >

Will Utilities Keep Shining?
Source: The Motley Fool  (5/13/08)
The utility sector might seem dull compared to many other areas of the market. But utility stocks often have decent yields and low volatility, and they offer safe haven when markets are roiled. More >

Cameco Says Long-Term Uranium Market Will Remain Strong as Q1 Profits More Than Double
Source: Mineweb.com  (5/13/08)
Cameco President and CEO Gerald Grandey noted that long-term market prices have only declined by $5 to $90 per pound. Meanwhile utility companies' uncovered uranium requirements are growing at the same time uranium suppliers are already heavily committed. More >

New Fund Offers Technology Twist to Alternative Energy Investment
Source: Investment News  (5/13/08)
In October, the San Jose, Calif.-based company unveiled the Firsthand Alternative Energy Fund (ALTEX) to invest in technologies aimed at reducing oil consumption. The fund invests in companies developing the use of solar, wind, fuel cells, hydroelectric power and other forms of alternative energy. More >

Stock Prices Jump in the Junior Uranium Sector
Source: Stockhouse.com  (5/12/08)
Looking at the Toll Cross Junior Uranium Index, we see a 4.4 percent increase to 344.28 from 329.91, fuelled by rallying junior companies in the sector. Compared to last week, junior explorers were up eight percent, advanced explorers jumped six percent, production visibility companies gained 10 percent, and producers gained eight percent. More >

Speed Bumps Ahead for Oil and Gas Stocks
Source: Barron's  (5/12/08)
After a 13.7% gain in just six trading days through last week and 46% since Feb. 6, this is one overheated market. There are many reasons to think that it has gone too far, or at least too far, too fast, and that makes it very tempting to pick the top. More >

Report Says Developing Countries Eye Nuclear Power
Source: Reuters  (5/12/08)
More than 40 developing countries have recently approached United Nations officials to express interest in starting nuclear power programs, the Washington Post reported on Monday. More >

New Way to Ride Nuclear Revival
Source: Kiplinger.com  (5/12/08)
Investors who want to ride nuclear's revival without betting on individual stocks have a new option. Invesco PowerShares last month launched an exchange-traded fund called the Global Nuclear Energy Portfolio (symbol PKN). More >

10 Global Trends to Follow for the Next 18 Months
Source: Money Morning  (5/12/08)
Energy will be a recurrent theme in the months to come. Crude oil will remain in the forefront of the profit plays to come. But that’s not all: Alternative energy opportunities such as uranium and so-called "green energy" investments will benefit from soaring prices for conventional energy sources. More >

B.C.'s Uranium Ban Is Irrational, Economically Irresponsible
Source: Vancouver Sun  (5/9/08)
Saskatchewan, the nucleus of Canada's uranium industry, proves every day that uranium can be mined safely and responsibly. Discoveries and development in that province have made Canada the world's single largest uranium supplier, accounting for roughly 30 per cent of global production. More >