The Energy Report
Seeking Alpha, David Alton Clark
With depressed yields of major agricultural crops leading to tight inventory levels, seemingly snowballing inflation, and the exponential growth in population and the burgeoning emerging middle classes of India and China, the soft commodities bull case remains intact. Additionally, according to the chartist, the current correction was healthy technically.
In summary, with the S&P downgrade fervor calming and the Fed’s new stock market put, these stocks may be ready to resume their extraordinary ascent based on the same macroeconomic and fundamental catalysts that spurred on their market outperformance prior to the recent selloff. . .View full article
Notable Quotes
"Uranium producers like EFR are going to start popping up on people's radar screens." (5/23/13) Energy Fuels Inc. - The Energy Report Interview with Matt Badiali More >
"The conservative uranium bet is to go with companies making money at current prices. That's FCU." (5/23/13) Fission Uranium Corp. - The Energy Report Interview with Matt Badiali More >
"CHK is active in the Marcellus sweet spot in northwestern West Virginia." (5/16/13) Chesapeake Energy Corp. - The Energy Report Interview with Josh Young More >
"FCU is on to the most exciting uranium discovery to come around in quite a while." (5/14/13) Fission Uranium Corp. - The Metals Report Interview with Brent Cook More >
"Majors like RDS are moving toward gas." (5/9/13) Royal Dutch Shell Plc - The Energy Report Interview with Keith Schaefer More >
Agricultural Equities Poised to Pop
Source: Seeking Alpha, David Alton Clark (8/10/11)
"With depressed yields of major agricultural crops leading to tight inventory levels, the soft commodities bull case remains intact."
More Experts
"ARW's new reserve estimate on West Hazel is a really good number." (4/30/13) Aroway Energy Inc. - The Energy Report Interview with Bob Moriarty More >
"TCF has already found 1 Tcf gas and is raising money to drill." (4/30/13) CBM Asia Development Corp. - The Energy Report Interview with Bob Moriarty More >
"I think everyone is expecting BSP's share value to grow." (4/25/13) Big Sky Petroleum Corp. - The Energy Report Interview with Jim Letourneau More >
"Things seem to be going well on the development front for MMT." (3/28/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque More >
"FIS has the right management team that made not one, but two major discoveries." (3/21/13) Fission Energy Corp. - The Energy Report Interview with Marin Katusa More >