Commodities Dynamics Are Changing
Source: egoli.com��(5/9/08)
... it is fair to assume that the price for most commodities, soft and hard, precious metals and energy included, is predominantly determined by three key factors: supply-demand, US dollar and financial investors (not necessarily in that order). This is why it is so difficult to accurately predict where prices for a certain commodity will be in a year or even six months. More >

Uranium Miners on the Prowl as Spot Prices Fall
Source: Mineweb.com��(5/9/08)
Yellowcake miners and processors are on a massive mission, flexing their financial muscles investing in new uranium projects and expanding existing ones, in the face of the metal's spot price that has recently caught a cold. More >

Money Morning Boosts Oil Target to $225
Source: Money Morning��(5/8/08)
Investment Director Keith Fitz-Gerald, one of the first global financial gurus to predict triple-digit oil prices, has boosted his target price for crude oil from $187 to $225. More >

Nuclear Energy Heats Up U.S. Presidential Campaign
Source: Reuters��(5/6/08)
McCain, a Republican senator from Arizona who has wrapped up his party's nomination, is by far the most enthusiastic about the carbon-free fuel source, regularly calling for more nuclear power plants at campaign stops throughout the nation... More >

Nuclear Industry Executives Receive Call to Action
Source: PRNewswire��(5/6/08)
No matter who is elected president in November, it seems clear that climate change will dominate the national debate over energy and environmental policy in 2009 and beyond," said NEI President and Chief Executive Officer Frank L. (Skip) Bowman. More >

Coal, the New Gold
Source: Mineweb.com��(5/5/08)
In line with increasing recognition that commodities are an identifiable "asset class", seven years into the commodity prices supercycle, investors and speculators are increasingly sophisticated in sector rotation. Where oil majors and big gold stocks have long been known and recognised as equity investments, the newer wave of capital flows has identified listed coal stocks and listed iron ore stocks as the plays of 2008 - so far at least. More >

US Recovery Could Push Oil Much Higher
Source: Roger Nusbaum, Seeking Alpha��(5/5/08)
Oppenheimer Fund Manager Bill Wilby says that when the U.S. does get back on track it could push oil up to $200 per barrel. More >

Uranium Mining Appears Ready to Surge
Source: United Press International��(5/4/08)
In five Western states where uranium is mined, 43,153 claims were filed last year, up from 4,333 in 2004, the Los Angeles Times reported Sunday. The area of interest includes near the Grand Canyon, where U.S. Interior Department records show there are more than 1,100 claims within five miles of the national park, compared to only 10 in 2003. More >

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 >