The Energy Report

A Year of Tips for Winning the Natural Resource Investment War
Source: The Energy Report Staff   (12/29/15)
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun. More >

Is There a Bright Spot in Commodities? Ask Paul Renken
Source: Tom Armistead of The Energy Report  (11/10/15)
Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed uranium juniors are in position to meet demand from nuclear power plants now in development. Investors must be patient, but diligent selection will be rewarded. More >

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report   (6/15/15)
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle. More >

Investment in Renewables Generates Illuminating Dividends: John McIlveen
Source: Tom Armistead of The Energy Report  (5/6/15)
Renewable energy's days as the industry's disruptive stepchild are nearly over, says John McIlveen, senior vice president of Jacob Securities. Costs have fallen in recent years, making wind and solar competitive in a growing number of markets. In this interview with The Energy Report, McIlveen explains that 20-year take-or-pay contracts are turning renewable energy developers into steady, dividend-paying power producers, and he names the companies making the most of their opportunities. More >

Want to Avoid Oil's Gloom? Turn to the Sun, Says Outsider Nick Hodge
Source: Kevin Michael Grace of The Energy Report  (1/21/15)
While some celebrated shale oil as a "boom," Nick Hodge derided it as a "Ponzi scheme." Today the shale sector quivers before the specter of falling oil prices, and the oil majors that have invested heavily in shale may be humbled. In this interview with The Energy Report, the founder of the Outsider Club and investment director of Early Advantage argues that nuclear energy is about to reassert itself, and that solar power is on the verge of becoming a major energy source. He also highlights one uranium and four solar companies with especially bright futures. More >

Energy Independence: Financial Fact or Political Fiction?
Source: JT Long of The Energy Report  (7/3/14)
It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective. More >

Raymond James' Pavel Molchanov Sees Stars in the Expanding Cleantech Universe
Source: Peter Byrne of The Energy Report  (4/3/14)
Cleantech, an outperformer in the energy space since 2012, experienced a major expansion phase in 2013 that is still unfolding. In this interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov points to companies with innovative technologies, strong balance sheets and financial flexibility as examples of low risk with high-flying rewards. Find out about his strongest Buy recommendation, as well as a special situation in big oil. More >

Conjuring Profits from Uranium's Resurgence: David Sadowski
Source: Tom Armistead of The Energy Report  (3/27/14)
It doesn't take a Ouija board to predict a rebound in the price of uranium: Global fuel stocks are insufficient, and unmet demand for uranium is growing. In this interview with The Energy Report, David Sadowski, a mining research analyst at Raymond James, explains the forces that will push the price of uranium, and the companies that are likely to benefit. Being selective, he says, will provide the greatest rewards. More >

Fracking, Uranium and Solar, Oh My!: Growth and Innovation in 2013
Source: The Energy Report  (12/26/13)
A more profitable outcome often requires a new way of doing things. The Energy Report profiled some of the most innovative stories in the energy space in 2013. Our experts talked about everything from developments in hydraulic fracturing techniques to new ways of finding and processing natural resources. As we look forward to exciting new opportunities in 2014, let's revisit some stories our experts shared last year. More >

How Edward Guinness' Alternative Energy Portfolio Climbed 67% in One Year
Source: Tom Armistead of The Energy Report  (10/17/13)
Alternative energy is a long-term investment, but returns are already rolling in, says Edward Guinness, co-manager of the Guinness Atkinson Alternative Energy Fund, which is up a whopping 67% year to date. Before you know it, rooftop solar could be as ubiquitous as mobile phones, and developments in wind energy are already creating a compelling value proposition for energy consumers—especially in Europe, where energy prices are high. Learn about the holdings driving growth for Guinness' fund in this interview with The Energy Report. More >

Edward Guinness and Ian Mortimer: Timing a Roaring Return in Alternative Energy Stocks
Source: Zig Lambo of The Energy Report  (3/14/13)
What will it take for alternative energy to deliver the returns investors have dreamed of? Continued global economic recovery, unsubsidized demand and prices that give customers a green incentive without added costs. Some stocks—notably in Europe and Asia—are already benefiting from favorable conditions, but the stars have yet to align on a broader scale. Portfolio Managers Edward Guinness and Ian Mortimer of London-based Guinness Atkinson Funds tell The Energy Report why they're maintaining holdings in quality solar, wind and lithium stocks and when they expect a bounce. More >

US Energy Independence: The Next Big Thing for 2013?
Source: Rita Sapunor of The Energy Report  (12/27/12)
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or on the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned. More >

Byron King's Shocking 2013 Predictions
Source: Brian Sylvester of The Energy Report  (12/20/12)
Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, is expecting surprises in the energy sector in 2013. In this interview with The Energy Report, King discusses his forecasts for fracking's impact on oil and gas prices, a worldwide uranium shortage and a possible change in the economics of alternative energy sources. More >

US Shale Gas Won't Last Ten Years: Bill Powers
Source: Peter Byrne of The Energy Report  (11/8/12)
The shale gas "miracle" is overhyped and bound to disappoint. That's what energy expert Bill Powers argues in his upcoming book. But Powers tells The Energy Report that this could be a very good thing for oil and gas companies and their shareholders, and he is placing his bets accordingly. More >

How to Play the Cleantech Energy Boom: Pavel Molchanov
Source: Zig Lambo of The Energy Report  (3/29/12)
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space. More >

From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan
Source: George S. Mack of The Energy Report  (3/6/12)
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution. More >

Renewable Energy Stocks that Deliver: John McIlveen
Source: George Mack of The Energy Report  (1/12/12)
Retail and institutional traders invested record amounts in renewable energy producers in 2011, but separating the wheat from the chaff can be challenging. In this exclusive interview with The Energy Report, Jacob Securities' Senior Vice President for Research John McIlveen shares how to pick and choose. For steady dividends, high-yield Independent Power Producers deliver shareholder value, while renewable projects in the developing world offer incredible potential returns. Whatever the project, it's the internal rates of return that matter. More >

Marin Katusa: Top Energy Stocks by Sector
Source: Special to The Energy Report  (11/3/11)
Marin Katusa, senior editor of Casey Energy Opportunities, spoke at the Casey Research/Sprott Inc. "When Money Dies" Summit and named the companies he sees as the best opportunities in the energy sector today. In this excerpt from his remarks, he gives background, warnings and targets that could help any investor trying to make money in energy. More >

John Mcllveen: Renewable Energy Shares Could Bounce Off 52-week Lows
Source: George Mack of The Energy Report  (8/9/11)
Renewable energy stocks have not been the darlings of Wall Street, but that's just the angle Senior Vice President for Research John McIlveen of Jacob Securities is playing for his institutional investor clientele. He sees renewables as the classic unloved value sector that could pay off big for investors over the next decade. In this exclusive interview with The Energy Report, John shares his best ideas, including some that could offer surprise upside given the right set of deals, power purchasing agreements and joint ventures. More >

John Kaiser: Alternative Energy Fuels a Mining Bloom
Source: Karen Roche and JT Long of The Energy Report   (5/12/11)
Advances in energy and agriculture are creating demand for previously ignored metals such as scandium, tellurium and indium. In this exclusive interview with The Energy Report, Mining Analyst John Kaiser, editor of Kaiser Research Online, explains the science that could exponentially increase the value of overlooked stocks. More >

Rick Rule: Silver Linings
Source: The Energy Report  (3/24/11)
If the clouds of crisis enveloping Japan, the Middle East and North Africa hold any silver linings, they may be in the form of opportunity for resource investors, particularly in the uranium, oil, natural gas and alternative energy sectors—at least that's how Rick Rule sees it. The widely known and well-respected founder of Global Resource Investments returned to cyberspace this week for a webcast wherein he explored some of the investment implications of these recent crises. In this Energy Report exclusive, Rick shares his insights and investment ideas. More >

John McIlveen: Alt Energy Is Still at Value Levels
Source: George Mack of The Energy Report  (2/22/11)
Jacob Securities Research Director John McIlveen was one of the first analysts in North America to specialize in renewable energy stocks. He believes these industries—particularly geothermal, solar and wind—may present unusual publicly traded opportunities for investors seeking diversification and significant capital appreciation. In this exclusive interview with The Energy Report, John shares several ideas to round out growth-oriented portfolios. More >

Edward Guinness: A Portfolio Approach to Alternative Energy
Source: Brian Sylvester of The Energy Report  (1/11/11)
Edward Guinness, comanager of the Guinness Atkinson Alternative Energy Fund, says countries will use a portfolio mix of resources to meet their power needs. Investors in the alternative energy sector are advised to take the same approach to investing in the sector. In this exclusive interview with The Energy Report, Edward tackles the skepticism about climate change, cost, volatility and liquidity and offers advice for skittish first-time investors in the sector. More >

Edward Guinness: Solar-Powered "10-Baggers"
Source: Brian Sylvester of The Energy Report  (9/23/10)
Edward Guinness, co-manager of the Guinness Atkinson Alternative Energy Fund, says the best opportunities in the alternative energy space involve solar power. "We are unusually positive on the solar sector," Edward says, noting that power produced from solar sources will double in 2010. Edward divulges some solar-powered "9- or 10-baggers" in this exclusive interview with The Energy Report. More >

Gordon Monk: The Global Movement Toward Green
Source: Tim McLaughlin and Karen Roche of The Energy Report  (4/22/10)
In this exclusive interview with The Energy Report, Gordon Monk of Performance Capital Advisors discusses the worldwide movement toward green energy. Gordon explains how cobalt and lithium are linked to solar and wind power and why he prefers primary cobalt producers over those that obtain cobalt as a byproduct of other operations. More >