Category: Uranium
The analysis published under this category are as follows.
Tuesday, November 28, 2023
Cameco Uranium Stock Hits All-Time High / Commodities / Uranium
By: The_Energy_Report
Cameco Corp. (CCO:TSX; CCJ:NYSE) — the godfather of the uranium trade — has moved to all-time highs, with the spot price hitting US$80.00/lb.
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Thursday, March 31, 2022
Commodities are Ripping Higher— Here’s my Top Way to Cash in / Commodities / Uranium
By: Submissions
Commodities are on fire.The price of oil has soared 43% since the start of the year.
Palladium—a metal most often used in catalytic converters—has increased 28% over the same period, while wheat has spiked 39%...
These are major moves. But I see commodity prices headed even higher this year.
Specifically, a huge opportunity is setting up in one of the most overlooked corners of the commodity market.
I’ll show you how to position yourself for this in a minute. But first, let’s look at why commodity stocks have been on such a tear lately.
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Tuesday, April 28, 2020
Uranium's Stealth Bull Market Garners Momentum / Commodities / Uranium
By: The_Energy_Report
With the supply/demand balance moving in favor of miners, the outlook for uranium stocks is the brightest it has been in years, according to McAlinden Research Partners.
SUMMARY: Uranium has been enjoying a stealth bull market due to the coronavirus outbreak. Temporary mine closures to slow the spread of the virus at production facilities have triggered an unexpected supply squeeze, sending the price of uranium up nearly 30% since the beginning of March. According to one analyst, half of global production has been cut. With the supply/demand balance moving in favor of miners, the outlook for uranium stocks is the brightest it has been in years.
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Monday, November 25, 2019
Cameco Uranium Major 'Heading Into a Bigger Q4' / Commodities / Uranium
By: The_Gold_Report
The Q3/19 results and the Q4/19 outlook are outlined in a BMO Capital Markets report.In a Nov. 5 research note, BMO Capital Markets analyst Alexander Pearce wrote that following the reporting of Q3/19, the outlook for Cameco Corp. (CCO:TSX; CCJ:NYSE) "remains robust, with a strong balance sheet and upside potential if uranium prices recover quicker than expected."
Q4/19 is expected to be more active than Q3/19, as is typical for the uranium company, Pearce noted. For one, BMO expects Cameco to make record purchases in Q4/19 of greater than 7,000,000 pounds (7 Mlb) of uranium, including 1.2 Mlb from Inkai, to meet the midpoint of guidance. Further, BMO expects Cameco to sell 13.5 Mlb of uranium in Q4/19, which would constitute a quarterly record and which should drive CA$157 million of free cash flow.
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Sunday, September 22, 2019
How Russia Seized Control of the Uranium Market / Commodities / Uranium
By: Richard_Mills
Critical Mass - A point or situation at which change occurs.
Just over a year ago Cameco made the difficult decision to close its MacArthur River and Key Lake mines, in response to low uranium prices, leaving the Canadian company’s flagship Cigar Lake facility as its only operating mine left in northern Saskatchewan, home to vast reserves of the nuclear fuel.
The mine closures by Cameco were preceded by 20% production cuts in Kazakhstan, the number one uranium-producing country. The former Soviet bloc nation has said 2020-21 output will not rise above 2019 levels. In Canada, the second largest U producer, 2018 production was cut in half to 7,000 tonnes.
An estimated 35% of uranium supply has been stripped from the market since Kazakhstan’s supply reductions in December 2017.
While the mine closures kicked up the price of uranium in 2018, they haven’t been enough to build momentum. Spot uranium finished last year up just over 20%. Year to date 2019, triuranium octoxide, or U3O8, is down a disappointing 11.9%, trading at $25.25 per pound, as of Sept. 19.
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Monday, September 16, 2019
Cameco Crash, Uranium Sector Won’t Catch a break / Commodities / Uranium
By: Richard_Mills
One week ago Cameco announced it will maintain low output levels until uranium prices recover. The Canadian uranium miner also said it might cut production further, having already closed four mines in Canada and laid off 2,000 of its workers in the uranium mining hub of Saskatchewan.
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Thursday, March 14, 2019
Why the Green New Deal Will Send Uranium Price Through the Roof / Commodities / Uranium
By: Stephen_McBride
Have you heard of Alexandria Ocasio-Cortez?
At 29 years old, she’s the youngest Congressperson in history.
Also known as “AOC,” Cortez is quite a sensation among young left-leaning folks. No surprise, she’s often referred to as the Democratic version of Trump. 2.4 million fans follow her on Twitter.
Like any socialist, AOC is full of “ideas.” Most of them involve taking money from one group of people and giving it to another.
She’s calling for a 70% top tax rate, for example. And free college. And giving free money to those “unwilling to work.”
Thursday, September 20, 2018
Gold Stocks Remain in Downtrend but Uranium Stocks on the Cusp of New Bull Market / Commodities / Uranium
By: Jordan_Roy_Byrne
Gold stocks failed to breakout in the spring and then brokedown to multi-year lows by September. As autumn beckons, the precious metals sector at large is very oversold and could be starting a rebound. However, the fundamentals are not yet in place for a new bull market. They will be when the Fed moves to the end of this rate hike cycle. Although gold stocks and most commodity stocks are mired in downtrends, that isn’t the case for uranium stocks which appear to be on the cusp of a new bull market.
According to Trade Tech, the spot price of uranium is $27.70/lb which is a two and a half year high. The price has begun to rise after basing for several years.
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Saturday, August 18, 2018
Why The Uranium Price Must Go Up / Commodities / Uranium
By: Richard_Mills
The Trump Administration is at it again. On July 18 the financial press got ahold of a story that said the next target of the Trump tariffs is likely to be the uranium/ nuclear energy sector. In what looks like a repeat of what happened with steel and aluminum, the White House said it would investigate whether uranium imports threaten national security, given how dependent the United States is on the nuclear fuel. If the sector is threatened - and why wouldn’t it be, where 90% of the uranium needed for American nuclear reactors comes from abroad - import tariffs would likely be imposed.
If that happens, it would hurt nuclear power plants, who are already struggling with low electricity prices and flat demand, Bloomberg noted in reporting the story.
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Sunday, October 29, 2017
Uranium URA Intermediate Cycle Update / Commodities / Uranium
By: SurfCity
Friday sure looked like a capitulation day for the Uranium sector and possibly a cycle low is forming but is it just a Trading Cycle Low (TCL/DCL) or perhaps also an Intermediate or Yearly Cycle Low (ICL/YCL) or as well? First, you may wish to review my last update on the sector.
https://surfcity.co/2017/09/21/uranium-ura-energy-cycle/
Six charts below on URA, CCJ and NXE each with two charts. The first for each is a 3 year Weekly showing Intermediate and Yearly Cycle Lows (ICLs & YCLs). These charts make a somewhat compelling case that Friday’s low may well be a longer ICL/YCL but we may also see an undercut low.
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Saturday, September 09, 2017
12 Reasons Why I Started Investing in Uranium Stocks / Commodities / Uranium
By: Michal_Matovcik
In the 2001–2006 timeframe.. that was easily — and this is a poor pun — the most explosive bull market I have ever seen in my career. I remember there were 5 uranium juniors, 5 companies worldwide where the management teams had a deep enough memory to be able to spell uranium. And over the course of that bull market, the poorest performer of those 5 juniors ran 22:1. The best performer in that market, Paladin Uranium, ran from a bottom of 1 penny to a high of $10. The single oddest experience of my financial career. Rick Rule
Wednesday, May 03, 2017
DOE Uranium Reduction Should Help Boost Market / Commodities / Uranium
By: The_Energy_Report
Department of Energy Secretary Rick Perry issued a determination that reduces the amount of uranium the department can transfer in 2017 and 2018; the reduction should give a boost to uranium producers.
Every two years the Secretary of Energy is required to determine the amount of uranium allowed to be transferred to support the clean-up work at the Portsmouth Gaseous Diffusion Plant in Ohio. On April 26, Secretary of Energy Rick Perry released a determination to permit transfers of 1,200 metric tons of uranium (1,200 MTU) per year, down from 1,600 MTU.
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Friday, February 24, 2017
Energy Fuels Provides 'Strong Leverage to Potentially Increasing Uranium Prices' / Commodities / Uranium
By: The_Energy_Report
Uranium has risen 30% from the very low prices of late last year and a trio of analysts agrees that Energy Fuels is in position to take advantage of a rising price environment.
Thursday, December 08, 2016
Trump Could Fuel A Nuclear Energy Boom In 2017 / Commodities / Uranium
By: OilPrice_Com
With Trump at the helm, sentiment gives way to practicality in the energy industry. For the vast untapped potential of the nuclear energy industry and the uranium that feeds it, this could contribute to a market-disrupting revival that no longer bows to fear and the politics of economy.
While there have been some oversupply issues keeping uranium prices down, the bigger problem has been negative sentiment rather than real fundamentals, but the Trump presidency will see through that.
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Monday, August 29, 2016
Fundamentals for Uranium look great; is the Uranium Market ready to soar? / Commodities / Uranium
By: Sol_Palha
A genius can't be forced; nor can you make an ape an alderman. Thomas Somerville
By any estimate, the uranium market is trading in the extremely oversold ranges, but when the trend is down, a market can trend into the extreme of extremely oversold ranges, and we have seen this occur many times in the past. The 15-year chart illustrates that the next layer of support comes into play in the $21.50-$22.00 ranges, so despite being extremely oversold the market still has room to trend lower. One positive is that the trend is about to turn neutral and if it does it would be the first move into the neutral zone in a very long time.
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Tuesday, May 10, 2016
When Will Uranium Emerge from the Shadow of Fukushima? / Commodities / Uranium
By: The_Energy_Report
Joe Reagor of ROTH Capital Partners explains the factors that have kept uranium spot prices down, how much longer they will be in effect, and why uranium should be on investors' radar screens today. He also discusses four uranium companies that are in position to benefit from the looming uranium shortage.
The Energy Report: How do you see the big picture for uranium? Spot prices have dropped recently. Are you still bullish?
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Wednesday, December 23, 2015
Investors Gear Up for a Violent Uranium Price Spike / Commodities / Uranium
By: The_Energy_Report
The price of uranium is still in the doldrums, but that will change soon—and violently, says Rob Chang of Cantor Fitzgerald Canada. In this interview with The Energy Report, he explains that electric utilities will begin to run short of fuel even before 2020, when 33 additional reactors are expected to come on line. With that in mind, Chang predicts that prices could triple in the next few years, and highlights a half-dozen equities that will likely supply the increased demand and thereby deliver multiples to investors.
The Energy Report: Does cheap oil depress uranium demand?
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Tuesday, September 15, 2015
The Coming Grand Canyon of Uranium Supply Deficit and Three Ways to Profit by It / Commodities / Uranium
By: The_Energy_Report
A Grand Canyon of supply deficit is opening up in the uranium markets, with 66 nuclear reactors under construction globally and more restarting in Japan. As Russia and China shore up their supply chains in Kazakhstan and elsewhere, the rest of the world could be scrambling for new sources to keep the lights on. In this interview with The Energy Report, Thomas Drolet, head of Drolet & Associates Energy Services, illuminates junior companies in the Athabasca Basin, southern Alberta and South America that could be strategic sources for countries shoring up domestic supply and for majors that need replacement resources.
Wednesday, August 19, 2015
Uranium Has a New Hot Spot / Commodities / Uranium
By: The_Energy_Report
Several developments in the uranium space, including the restart of a reactor in Japan that has been offline since the Fukushima disaster, have primed the commodity for a price surge. In this interview with The Energy Report, Mick Carew, research analyst with Haywood Securities, explains how, in addition to the Japanese restart, expansion in the Athabasca Basin is bolstering prospects for consolidation in the sector, and describes how a Brazilian phosphate company with a first-rate product might produce for portfolios.
Thursday, April 30, 2015
Uranium Price Is About to Rocket / Commodities / Uranium
By: Money_Morning
Peter Krauth writes: While oil and coal may be struggling, that's not the case all across the energy sector.
Right now, the world's two most populous nations are forging ahead with one specific form of power: uranium.
For many, it's a forgotten or overlooked sector of the energy market, especially in the wake of Japan's Fukushima disaster. But given the burgeoning demand for, and limited supply of, this crucial component of the energy mix, it's time for a closer look at uranium. And one recent major deal is drawing serious attention… for good reason.
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Wednesday, April 15, 2015
Four Uranium Companies Poised to Profit from the Growth of Nuclear Power / Commodities / Uranium
By: Metals_Report
Nuclear power is enjoying a renaissance, and the world will soon need more uranium. Up to 50% more within a decade, says Joe Reagor of ROTH Capital. In this interview with The Mining Report, he explains that the share prices of uranium juniors remain low because the uranium spot price has not yet risen to reflect the increased demand just around the corner. This provides a great opportunity for canny, long-term investors, and Reagor identifies four companies that have the means to profit from the inevitable need for their product.
Friday, February 06, 2015
Four Top Stock Picks for the Coming Uranium Upswing / Companies / Uranium
By: The_Energy_Report
Uranium spot prices have shown more life recently, says David Sadowski, mining equity research analyst at Raymond James, and he expects upward pressure to continue as utilities resume buying to meet future needs. In this interview, he tells The Energy Report the time is ripe to invest in uranium company stocks. In addition to his four top picks in the space, Sadowski identifies other companies whose takeout potential will be enhanced by the rising value of their properties, including one he thinks the market has undervalued.
The Energy Report: David, the price of uranium has been volatile recently. What's behind that?
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Wednesday, December 03, 2014
Nuclear Reactors Restart Uranium Mines / Commodities / Uranium
By: Metals_Report
Thomas Drolet has decades of experience in capitalizing on the movement of international energy markets. The chief of Drolet & Associates Energy Services is not sanguine about the long-term potential of fracking, but in this interview with The Mining Report, he tells us why now is a great time to reinvest in the uranium space.
The Mining Report: It's been a rough couple of years for uranium prices. Realistically, could news of possible restarts of nuclear plants in Japan positively impact the price of uranium, even if it's only psychologically?
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Friday, November 14, 2014
The Looming Uranium Crisis: Strategic Implications for the Colder War / Commodities / Uranium
By: Marin_Katusa
In the wake of one singular event—the disaster at Fukushima in March 2011, the effects of which are still being felt today across the planet—nuclear power has seemingly fallen into utter disrepute, at least in the popular mind. But this is largely an illusion.
It’s true that Japan took all 52 of its nuclear plants offline after Fukushima and sold much of its uranium inventory. South Korea followed with shutdowns of its own. Germany permanently mothballed eight of its 17 reactors and pledged to close the rest by the end of 2022. Austria and Spain have enacted laws to cease construction on new nuclear power stations. Switzerland is phasing them out. A majority of the other European nations is also opposed.
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Wednesday, November 05, 2014
Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down / Commodities / Uranium
By: Metals_Report
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond.
The Mining Report: The spot price for uranium stayed below $30 per pound ($30/lb) in May through late July. Since then the price popped up above $36/lb before settling at around $35/lb. Is that the near-term floor?
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Friday, October 17, 2014
Three Ways to Play Uranium: Top Stock Picks / Commodities / Uranium
By: The_Energy_Report
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.
The Energy Report: David, the uranium spot price has recovered to a 52-week high of about $35 per pound ($35/lb) after nearly three months in the doldrums. What drove the rise?
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Saturday, September 20, 2014
Russian Sanctions 'Putin' Pressure On Uranium Supply / Commodities / Uranium
By: Jeb_Handwerger
Summary
- Spot uranium price rebounding strong over the past few weeks, rallying more than $3 per lb or more than 10% in a short timespan.
- End users such as the nuclear utilities with deep pockets need safe and secure long term supplies from stabile jurisdictions.
- Recent sanctions with Russia could already be putting pressure on uranium supply. Europe and the U.S. relied on cheap uranium from Russia for decades.
- What happens when the cheap uranium runs out? Look for off take agreements, M&A and strategic equity investments in junior uranium miners.
- Sanctions on Russia and Putin could be putting pressure on the supply side of uranium.
Monday, September 15, 2014
Analysis And Price Projection Of The Uranium Market / Commodities / Uranium
By: Submissions
Dr. Volkmar Hable writes: I travel a lot for the purpose of identifying new investment opportunities. In that process earlier this year I was offered by the governments of two countries Uranium exploration concessions of outstanding quality and location, and was told that no one would be interested in Uranium in these days. This caught my attention and we started to investigate. And sure enough, as a matter of fact, in these days it seems to be extremely easy to pick up Uranium concessions anywhere between Greenland and South-Africa.
Thursday, September 11, 2014
A Supply Crunch Points to Higher Uranium Prices / Commodities / Uranium
By: Money_Morning
Dr. Kent Moors writes: With nuclear power bouncing back worldwide, and the number of global uranium mines declining, the signs are building that uranium prices are poised to head higher.
After stabilizing under $30 per pound, prices have begun to rebound, posting their largest gain in more than 30 months. Since August 4, the cost of uranium has climbed by 13.91%.
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Friday, July 18, 2014
Japanese Restart Nuclear Reactors Reigniting Uranium Mining Sector / Commodities / Uranium
By: Jeb_Handwerger
Summary
- Contrarian investors buy uranium stocks when the banks and large miners cut their price targets.
- Japan announced that two nuclear reactors were approved for restart.
- The Japanese Nuclear Restart could change the negative and bearish sentiment on the uranium mining sector.
- Uranium decline has been due to Japan shutting down reactors. The price may begin rising as nuclear reactors are turned back on.
- Be prepared for a rally in the uranium mining sector as end user look to once again begin securing long term uranium supply.
Friday, July 11, 2014
Are You Ready for Doubles and Triples in Uranium Mining Stocks? / Commodities / Uranium
By: The_Energy_Report
Are you brave enough to buy straw hats in winter? From uranium to oil services to lithium, savvy investors can find innovative ways to make money based on fundamental supply and demand rather than emotion and fashion. In this interview with The Energy Report, Gold Stock Trades editor Jeb Handwerger outlines the trends that will shape the future of energy commodity investing, and names some of the best examples of shabby chic stocks worth more than their current price tags.
The Energy Report: Jeb, in past interviews you have talked about the boost that the end of the Russian nuclear material purchase agreement would have on uranium prices. But lately, the price has dropped. What is causing the most recent decline?
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Monday, March 10, 2014
How to Play the Surging Uranium Bull / Companies / Uranium
By: Money_Morning
Peter Krauth writes: Back in November we took a close look at the uranium market.
That's because the end of a 20-year milestone agreement was fast approaching...
From 1993 to 2013, the Megatons to Megawatts program saw highly enriched uranium from 20,000 Russian warheads converted into nuclear fuel, supplying American utilities.
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Wednesday, February 26, 2014
For Investing 2014 Gains Look to Uranium / Commodities / Uranium
By: The_Energy_Report
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore.
The Mining Report: Paul, what three predictions for 2014 does VSA Capital have for mining investors?
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Friday, February 21, 2014
Uranium Supply Disruptions Spell Opportunity for Investors / Commodities / Uranium
By: The_Energy_Report
A supply crisis is looming in the uranium industry, and today's uranium price, stagnant at an eight-year low, will shoot up quickly when restarts of Japanese nuclear power plants bring back demand with a vengeance, David Talbot tells The Energy Report. Talbot, a geologist and senior mining analyst at Dundee Capital Markets, is excited about the potential of Canada's Athabasca Basin, the world's most prolific uranium source. But beyond the pounds in the ground, he sees money to be made in undervalued companies.
The Energy Report: David, welcome. Let's start with the big picture: What is the general outlook for uranium in 2014?
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Tuesday, February 04, 2014
How Obama Destroyed National Security and Made Uranium Investors a Fortune / Politics / Uranium
By: Marin_Katusa
With Valentine's Day coming up fast and furious, I wanted to take a moment to give heartfelt thanks to one of my personal heroes this year—the man who single-handedly destroyed US national security and will give smart uranium investors a lot to be grateful for in the coming months. This letter is addressed to him.
Dear President Obama (may I call you Barry?),
I'm writing this letter to you in sincere appreciation and heartfelt gratitude for your achievements regarding national security and the uranium sector.
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Sunday, January 26, 2014
Climate Change, Polar Vortex's and Nuclear Energy / Commodities / Uranium
By: Richard_Mills
What does nuclear energy have to do with a polar vortex, record cold/snow and climate change? Read on to find out...
From the World Nuclear Association (WNA) we take the following numbers as updated January 3rd, 2014. An important point to remember is I'm only going to use demand numbers from 'future reactors envisaged in specific plans and proposals and expected to be operating by 2030.'
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Tuesday, January 14, 2014
How Putin Conquered South Africa, Russia Uranium Victory over the United States / Commodities / Uranium
By: Marin_Katusa
In the global war for energy supremacy, Russia has won another victory over the United States.
This time, the battleground has been South Africa, where Russia's state-owned nuclear power company, Rosatom, has just signed an agreement to build eight new reactors. Once all of them are operational, South Africa's nuclear capacity will increase more than sixfold—from 1.8 gigawatts (GW) to 11.4 GW over the next 15 years.
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Wednesday, December 04, 2013
Uranium Stocks for Long-Term Investing Success / Commodities / Uranium
By: InvestmentContrarian
Sasha Cekerevac writes: Many times people ask me how I come up with my investment strategy.
Obviously, there is no one answer, but a common trick I use when developing any investment strategy is to look for areas where market sentiment still remains below peak optimism.
Following the tragic events of the Fukushima Daiichi nuclear power plant disaster in Japan, market sentiment for uranium dropped, naturally. As Japan halted all nuclear power plants, shareholders adjusted their investment strategy to get out of uranium mining stocks.
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Tuesday, November 26, 2013
The Uranium Race Is Set to Resume – Price Surge Could Begin in Days / Commodities / Uranium
By: Money_Morning
Peter Krauth writes: One in every 10 lightbulbs in the United States gets its power from Russian fuel. It's been that way ever since 1993, when the Megatons to Megawatts program began.
Under this agreement, the highly enriched uranium (HEU) contained in ex-Soviet nuclear weapons was downblended and converted into nuclear fuel.
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Wednesday, September 11, 2013
Uranium Price Headed for $50 in 2014, Taking Stocks Higher / Commodities / Uranium
By: The_Energy_Report
The stubborn spot price of uranium has frustrated market watchers for the past year. But that's not the whole story. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of the delayed commodity price move expected in 2014. In this interview with The Energy Report, Cantor Fitzgerald Canada Metals and Mining Analyst Rob Chang explains what lies ahead and how the turnaround in the uranium market will benefit the companies he thinks investors should focus on for maximum profits.
Friday, August 02, 2013
Top Ten Stocks for a Uranium Price Rebound / Commodities / Uranium
By: The_Energy_Report
When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier.
Friday, July 19, 2013
Five Signs Uranium Price Could Explode Higher In The Second Half / Commodities / Uranium
By: Jeb_Handwerger
Major institutions such as JPMorgan are predicting uranium prices could move to $90 in 2016. I think it could happen even sooner.Uranium (URA) could soar over the second half of this year. I believe the sector is making a major comeback. Long-term uranium investors are well aware of the exceptional gains in this sector like in 2007 when many uranium miners soared more than a 1,000% due to a supply shortfall. It could happen again sooner rather than later.
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Tuesday, June 04, 2013
The Hidden Investor Bargain in tThe Other Yellow Metal - Uranium / Commodities / Uranium
By: Marin_Katusa
Over the past month, gold has seen a considerable decrease in price, dropping almost 15% since the beginning of May. If this trend continues, gold will have its first losing year since 2000. This has led many investors, from the housewives of China to the bankers on Wall Street, looking for a bargain in gold prices.
However, what they don't realize is that there is already a bargain available – in uranium. Despite being the source of 20% of electricity in the United States and 35% in the EU, its price remains at multiyear lows.
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Tuesday, May 28, 2013
Why The Uranium Prices Could Soon Move Higher / Commodities / Uranium
By: Jeb_Handwerger
Four months ago I warned my readers that the uranium price could breakout due to the rise of terrorism and radical extremism in West Africa. This past week there was a suicide car bombing on a French uranium mine in Niger. Twenty people were killed.This latest terrorist attack comes just a few months after terrorists violently took control of a natural gas plant in Algeria. Thirty eight hostages were killed in that standoff.
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Saturday, May 25, 2013
Why a Uranium Renaissance Looks Inevitable / Commodities / Uranium
By: Casey_Research
Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger.
Why? First, the 20-year Highly Enriched Uranium (HEU) Program agreement between the U.S. and Russia, aka "Megatons to Megawatts," expires this year.
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Tuesday, May 21, 2013
Resurgence of the Nuclear Reactor, The Coming Uranium Bull Market / Commodities / Uranium
By: Casey_Research
In August 1956, the Calder Hall Power Plant in Seascale, England began generating electricity and earned the distinction of being the world's first commercial nuclear power plant. It was a humble beginning for nuclear power; the plant only had a 50-megawatt (MW) output capacity, whereas the smallest US plant today has a 478 MW capacity. Nonetheless, Calder Hall represented the launch of a new era in energy that promised to bring electricity too cheap to meter.
But early on, the promising power source had its detractors. They objected to the high initial cost of constructing nuclear plants, the problems of radioactive waste disposal, and the risks of nuclear accidents and nuclear proliferation.
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Wednesday, May 15, 2013
Putin’s Power Play to Change the Uranium Mining Sector / Commodities / Uranium
By: Casey_Research
The last time Vladimir Putin was president, he laid the foundation to pull Mother Russia from the wreck of economic chaos to a world power once again. This time, he's ready to extend that influence to counter the West. His tools: Russia's abundant resources of energy, including uranium.
There's a new war developing on the continent, and the weapons this time will be oil wells, gas fields, and uranium mines, pipelines and ports, processing facilities, and supply deals.
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Wednesday, March 13, 2013
The Future Looks Bright For The Undervalued Uranium Mining Stocks / Companies / Uranium
By: Jeb_Handwerger
I have recently returned from the PDAC convention as an invited speaker. This is the largest mining conference in the entire world. One of the areas which is seeing increased investment interest is the overlooked junior uranium miners (URA) and explorers. The uranium miners have been basing for two years following Fukushima, shaking out plenty of the weak retail investors.
Tuesday, March 05, 2013
The Answer to Chinese Pollution and Energy Shortage Problems / Companies / Uranium
By: InvestmentContrarian
Sasha Cekerevac writes: When it comes to making contrarian investments, going against market sentiment might be difficult at first. But the key is to focus on long-term fundamentals with the thesis that corporate earnings will move substantially higher as long as fundamentals strengthen.
One sector that has had quite a bit of negative market sentiment for the past couple of years has been uranium and nuclear power. Following the Fukushima disaster in Japan, nuclear power was put on halt for many nations around the world.
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Friday, February 15, 2013
Which Uranium Stocks Will Rise on a Supply Shortfall? / Commodities / Uranium
By: The_Energy_Report
With energy demand looking up in China and Japan, both coal and uranium are likely to experience an uptick. But which producers will move with prices? Colin Healey of Haywood Securities weighs in on some names that are leveraged to spot prices in this interview with The Energy Report, explaining why it's time for investors to get excited again.
The Energy Report: Colin, the Japanese government is predicting higher-than-expected GDP growth of 2.5% for 2013. As the world's second-largest importer of thermal coal, that should be good news for investors in that space. Are you buying Japan's optimism?
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Friday, January 25, 2013
Uranium $100+/Pound Needed to Satisfy Stealth Demand / Commodities / Uranium
By: The_Energy_Report
What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks.
Wednesday, January 23, 2013
Uranium Energy Solution and Risk-On Investor Opportunity / Commodities / Uranium
By: The_Energy_Report
If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods.
The Energy Report: Let's talk about the state of the international market for uranium. Profit margins for producers are still slim. Do you see a possibility that prices will rise this year?
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Tuesday, January 22, 2013
Uranium Prices At a Critical Tipping Point / Commodities / Uranium
By: Money_Morning
Peter Krauth writes: Despite the Fukushima disaster in March 2011, the demand for nuclear power continues to rise.
For uranium investors, that means the commodity is at a critical tipping point towards much higher prices.
Thanks to considerably higher energy costs, even Japan is now shifting its stance on nuclear power. According to Japan Today, newly elected Prime Minister Shinzo Abe now says he is willing to build new nuclear reactors.
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Monday, January 21, 2013
Uranium Stocks Want to Run, Again / Companies / Uranium
By: Submissions
Hypedu writes: Not so long ago European Uranium Resources was one sick pup. In fact if you checked the long-term chart and nothing but there would be only one verdict – it’s dead.
That first impressions is deceiving. The company actually have a decent story to tell and It is out there, only being quietly ignored.
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Thursday, January 17, 2013
Why The Uranium Sector Is Heating Up With Mergers and Acquisitions / Companies / Uranium
By: Jeb_Handwerger
At the end of 2012 I was interviewed on uranium and indicated to investors to accumulate as the uranium miners and the uranium price hit three year lows. The pullback in uranium miners and price coming into the year end was a potential buying opportunity as they reached important support levels historically indicative of a bullish reversal.
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Saturday, January 05, 2013
Uranium: Have We Finally Reached a Tipping Point? / Commodities / Uranium
By: Investment_U
Mike Kapsch writes: Haven’t considered investing in uranium lately?
Can’t say I blame you.
Over the past two years, it’s been ugly.
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Friday, November 23, 2012
Uranium Stocks to Benefit From Nuclear Power Resurgence / Commodities / Uranium
By: Money_Morning
Don Miller writes:
Nuclear power is poised to make a comeback, and the spike in uranium demand it will bring over the next few years will send uranium stocks soaring.
While the Fukushima nuclear disaster in Japan in March 2011 stirred a lot of talk about abandoning nuclear power, nations have since come to realize their energy needs can't be met without nuclear being part of the equation.
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Tuesday, November 06, 2012
Uranium, the Most Dramatic Speculative Opportunity in Energy Today / Commodities / Uranium
By: DailyWealth
Daily Crux Interview Series : The Daily Crux: When we last spoke, you mentioned you were bullish on several areas of the resource market. One that you're especially bullish on today is uranium. Can you explain why that is?
Rick Rule: Well, the "big picture" reasons to be bullish on uranium – and energy more generally – are probably quite familiar to most of your readers.
Thursday, October 25, 2012
Uranium Could Now be the Best Investment / Commodities / Uranium
By: Richard_Mills
Under the terms of the 1993 government-to-government nuclear non-proliferation agreement (Megatons to Megawatts program), the United States and Russia agreed to commercially implement a 20 year program to convert 500 metric tons of HEU (uranium 235 enriched to 90 percent) taken from Soviet era warheads, into LEU, low enriched uranium (less than 5 percent uranium 235).
To date 463.5 metric tons of bomb-grade HEU have been recycled into 13,345 metric tons of LEU - enough material to produce fuel to power the entire United States for about two years.
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Thursday, October 18, 2012
Uranium Stocks at Two-Year Lows, Investors Pounce Now and Ride the Upswing / Companies / Uranium
By: The_Energy_Report
Jeb Handwerger, Gold Stock Trades editor, says coal and natural gas lobbyists are kicking the uranium industry while it's down in the shadow of the Fukushima nuclear accident. It's still stormy out there, but the sector may prove be the pot at the end of the rainbow for contrarian investors. In this interview with The Energy Report, Jeb Handwerger challenges investors to take a calculated risk on a sector with major potential.
The Energy Report: Jeb, in a September post on www.goldstocktrades.com, you opined that nuclear energy is essentially being kicked while it's down. Can you explain that for our readers?
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Wednesday, October 10, 2012
Cameco Corporation Stock Price Close to a Bottom / Companies / Uranium
By: Bob_Kirtley
Cameco Corporation (CCJ) is one of the world’s largest uranium producers. It is also the world’s largest publicly traded uranium company. Cameco operates several mines across North America and one in Kazakhstan.
Uranium continues to trade sideways to lower but long term prospects are starting to look very rosy.
Friday, September 14, 2012
Uranium Fundamentals At a Tipping Point / Commodities / Uranium
By: The_Energy_Report
Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year.
The Energy Report: Alka, how robust is the global supply of uranium fuel?
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Friday, August 24, 2012
Why Uranium Prices Will Spike in 2013 / Commodities / Uranium
By: The_Energy_Report
Analyst David Sadowski of Raymond James sees a lot on the horizon for uranium: a supply shortfall, escalating Asian demand and seasonality, to name just a few. As a former geologist-turned sellside analyst, Sadowski's conviction in uranium's bullish future is rock solid, and he urges investors to get exposure now, as prices in this sector can climb quickly once they're set in motion. In this exclusive interview with The Energy Report, Sadowski shares his favorite names that are set to deliver megawatt-size returns to investors.
The Energy Report: David, how does your background as a geologist help you to see value and growth potential in mining companies?
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Thursday, August 09, 2012
Cameco to Benefit From Rising Demand For Uranium / Commodities / Uranium
By: Elliot_H_Gue
For the first time in 34 years, US oil production has risen for three consecutive years. Since reaching a low in 2008, output has increased by 1.2 million barrels per day and America’s reliance on imported oil has fallen to 66 percent of consumption from 75 percent.Read full article... Read full article...
Wednesday, August 01, 2012
Global Conditions Conspiring For A Swift Upswing in Uranium Prices / Commodities / Uranium
By: Elliot_H_Gue
In 2011 China generated 82.6 billion kilowatt-hours of electricity from nuclear power stations, about 10% of the 800 billion kilowatt-hours US reactors produced in 2011.China’s insatiable appetite for electricity will continue to drive the nuclear renaissance. Although the country currently produces less than 2 percent of its electricity needs from nuclear power, this percentage will increase rapidly in coming years to keep pace with demand that’s growing at an average annual rate of 10 percent.
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Wednesday, July 11, 2012
Investors Go Nuclear, Time to Invest in Uranium Stocks / Commodities / Uranium
By: Money_Morning
GS Early writes:
Ah, what a difference a year makes.
Just a couple weeks ago it was reported that a Japanese town recovering from the last year's tsunami-inflicted Fukushima disaster is teaming up with Toshiba Corp. to build several solar electricity plants that combined could be Japan's largest solar facility.
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Wednesday, June 20, 2012
Japan and U.S. Give Green-light To Nuclear Power, Uranerz Uranium Miner / Commodities / Uranium
By: Jeb_Handwerger
Stealthily and without much publicity from the media, developments in the nuclear industry are moving ahead. While the Western nations are beset by their own economic problems they continue to dither about the very source of cheap, inexpensive industrial energy namely the uranium miners.
Friday, June 08, 2012
A Major Uranium Supply Gap Is Looming / Commodities / Uranium
By: The_Energy_Report
With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.
The Energy Report: Why is the uranium market still down more than a year after the Fukushima accident?
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Friday, May 25, 2012
Uranium Is a Deep-Value Sector / Commodities / Uranium
By: The_Energy_Report
Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon.
Friday, May 11, 2012
Why Canada’s Deal With China Could Produce A Boom In Uranium Explorers / Commodities / Uranium
By: Jeb_Handwerger
Canadian uranium producers (URA) can now compete with Kazakhstan, Australia and Russia to sell uranium to China. Canada produces about 20% of the world's uranium and exports over 80% of annual production. The fast growing nuclear industry has never been open to China and will create a boom in the Athabasca Basin for uranium explorers.Read full article... Read full article...
Wednesday, May 09, 2012
Small Uranium Stocks Tempt Major Players / Companies / Uranium
By: The_Energy_Report
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers.
The Energy Report: Fourteen months after the fact, the biggest story in uranium is still the tsunami that struck Japan and destroyed four nuclear reactors at the Fukushima Daiichi nuclear power station. Japan is attempting to eradicate its dependency on nuclear energy. Are any plants still operating? Will all reactors be shut down in the near future?
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Thursday, April 12, 2012
Cameco Uranium Miner Worth Another Look / Commodities / Uranium
By: Bob_Kirtley
Cameco Corporation (CCJ) is one of the world’s largest uranium producers. It is also the world’s largest publicly traded uranium company. Cameco operates several mines across North America and one in Kazakhstan.
Twelve months on, the fallout from the Fukushima disaster (nuclear and financial) has subsided and the uranium sector has started to see some positive signs once again. The number of reactors globally is expected to increase in coming years, and Japan is even seriously considering reopening some if not all of its reactors.
Friday, March 23, 2012
Next-Generation Nuclear Power / Commodities / Uranium
By: The_Energy_Report
Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it.
The Energy Report: Tom, you recently gave speeches in Vancouver and New York City on American energy policy. Please share with us your view of nuclear energy and its role in American power generation.
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Wednesday, March 21, 2012
Cameco and UEC Poised to Profit from a Nuclear Renaissance / Companies / Uranium
By: Money_Morning
Jason Simpkins writes:
Uranium stocks got hammered last year in the wake of the Fukushima disaster.
But now, roughly one year later, uranium mining stocks have finally begun to bounce back... just like we told you they would.
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Wednesday, March 14, 2012
Uranium Mining Market Evolves / Commodities / Uranium
By: The_Energy_Report
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
The Energy Report: It's been nearly one year since the nuclear disaster in Fukushima, but there's not a lot of blowback from environmentalists or politicians. An index of uranium equities is up 46% from their bottom on Oct. 4, although it's still 50% underwater from a year ago. Has the Fukushima effect dissipated?
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Tuesday, February 28, 2012
Is Uranium Miners Stock Price Rise Forecasting a Near Term Supply Shortfall? / Commodities / Uranium
By: Jeb_Handwerger
We have constantly advocated investments in uranium mining(URA), particularly in friendly jurisdictions such as North America. This support of the nuclear sector (NLR) has often been in the face of formidable attacks by naysayers, using every weapon in their arsenal to denigrate proponents of atomic energy. No other sector in recent memory has had to withstand such a barrage.
Monday, February 06, 2012
Investors Returning To Undervalued Uranium Mining Stocks / Commodities / Uranium
By: Jeb_Handwerger
Gold Stock Trades will not regale you with the growing presence of nuclear facilities throughout the world despite the German (EWG) and Japanese (FXY) negative stance. It is well known that reactors (NLR) are going to come online in increasing numbers and that uranium will be in rising demand. In fact, several reactors (PKN) are being built right here in the United States as well as all over the world.
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Tuesday, January 31, 2012
January Was A Good Month For Uranium and Rare Earth Miners / Commodities / Uranium
By: Jeb_Handwerger
As we predicted, our uranium (URA) and rare earth (REMX) selections are amongst the leaders during this market rebound. Their underlying fundamentals are strong enough on their own to propel this move. In addition, the shorts may be running for cover here. Lastly, the supply demand equation may be taking hold here.
Friday, December 23, 2011
Long-Term Uranium Stock Prospects Supports Rising Trend / Commodities / Uranium
By: The_Energy_Report
At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector.
Wednesday, December 14, 2011
The Uranium Mining Industry Is Alive and Well / Commodities / Uranium
By: The_Energy_Report
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
Tuesday, December 13, 2011
Uranium Miners: A Once In A Lifetime Contrarian Investment Opportunity / Companies / Uranium
By: Jeb_Handwerger
It has long been a guiding principle of Gold Stock Trades that requires constant reiteration. “To know how to wait is the great secret of success.” At one time in the history of the United States there were great Americans who had little education, but they were endowed with a native intelligence. Will Rogers was one of them. One side of his family was pure Cherokee, the other side was plain hard scrabble Cowboy. When asked from where he got his material, he would look you in the eye and say, “Shucks, I just read the newspapers.” Speaking about investing he would say, “Invest in inflation its the only thing that’s going up.” These words were written in a time very similar to that of today. Political dishonesty, crony capitalism and downright immorality were features of the everyday landscape of his time.
Thursday, November 17, 2011
Why Uranium Prices Are Rising Again / Commodities / Uranium
By: Andrew_McKillop
WHAT GOES DOWN, GOES UP
We must start with the ultra-basic fact there is no such thing as an "open market" for uranium. Prices are reported by a select few nuclear-related organizations (like UXC) on the basis of what nuclear operator companies, power plant builders, uranium miners, and certain other players in the nuclear fuel value added chain decide to disclose as the prices paid or received when uranium and its fuel derivatives are handed over from one player to another, weeks after the event.
Tuesday, November 01, 2011
Uranium Stocks Powering Up / Commodities / Uranium
By: The_Energy_Report
While Germany and Switzerland have made headlines with sudden phase-out plans, world leaders from North America to Africa to Asia have reaffirmed their commitment to nuclear power as a low-carbon, low-cost energy solution. Development plans continue for the industry, and the long-term growth picture shows continued uranium demand. In this exclusive interview with The Energy Report, Rob Chang discusses prospects for both junior and major uranium developers and producers, and which companies could be the next belle of the bidding war ball.
Tuesday, October 25, 2011
Can Germany Support The Eurozone Without Nuclear Energy? / Commodities / Uranium
By: Jeb_Handwerger
Germany (EWG) has taken the path away from nuclear following Fukushima by shutting down their reactors and importing natural gas from Russia (RSX) and nuclear energy from France(EWQ). This move away from nuclear is no way to run a modern industrial nation which has heretofore been the strongest economy in the Eurozone area continuously bailing out their debt ridden neighbors. After this move we hear news that the once burgeoning German economy is grinding to a halt due to a "sharp drop in energy production after the government shut down eight nuclear plants after the Fukushima reactor disaster in Japan."
Wednesday, October 12, 2011
Japan's Tsunami Nuclear Crisis Has Created Uranium Investment Opportunities / Commodities / Uranium
By: The_Energy_Report
The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft.
Saturday, September 24, 2011
Glowing Prospects for Uranium / Commodities / Uranium
By: Casey_Research
The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil.
Friday, September 09, 2011
Uranium Companies Poised for a Comeback / Commodities / Uranium
By: The_Energy_Report
This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status and offers advice on the best companies to support in the coming months and years.
Friday, August 26, 2011
Uranium and Potash Stocks on the "Frontier" / Commodities / Uranium
By: The_Energy_Report
Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. He tells us about two very exciting companies with huge investment potential in projects located in Namibia and Ethiopia.
Saturday, August 13, 2011
China Nuclear Investments, Sleeping Giants In Uranium And Rare Earth Stocks Awakening? / Commodities / Uranium
By: Jeb_Handwerger
As our loyal subscribers are well aware, Gold Stock Trades has long been beating the drums for attention to be paid to the ongoing developments in nuclear (URA) and rare earth stocks (REMX). An important feature of our service is to focus our investment spotlight on what must be considered a vital factor in our modus operandi. Gold Stock Trades may be early in our sectors under review, but as we say in our masthead...we anticipate opportunities.
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Saturday, July 30, 2011
Uranium Bull Market / Commodities / Uranium
By: Zeal_LLC
Nuclear power has been a hot topic of recent. And as a result, the price action of its input commodity has been quite schizophrenic. Investors and speculators are in a state of great wonderment over what to expect from this intriguing mineral that is mined for energy.
Based on its core strategic fundamentals, investors ought to be wildly bullish on uranium’s future. But with a veil of uncertainty cast over it thanks to the tragic Fukushima disaster, should we be looking at the future differently? Of course only time will tell how things play out. But based on cold-hard rationality, my money is on a future where nuclear power is an indispensible part of the world’s energy infrastructure.
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Friday, July 22, 2011
Uranium and Lithium Demand Powers Stocks / Commodities / Uranium
By: The_Energy_Report
Mining Analyst David A. Talbot remains bullish on uranium and sees growing demand for lithium. In this exclusive interview with The Energy Report, he tells us why he believes the nuclear plant building boom will continue worldwide despite the recent setback in Japan. He has positive expectations for select stocks in both arenas.
The Energy Report: Thank you for joining us today David. You last spoke with The Energy Report in late January about the uranium market and the nuclear industry. Two months later we had Fukushima. What is your analysis of the current state of affairs with nuclear and uranium?
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Wednesday, July 20, 2011
Tale Of Two Countries: Two Divergent Nuclear Paths / Commodities / Uranium
By: Jeb_Handwerger
Gold Stock Trades has been observing with great interest the divergent paths in nuclear policy (NLR) being taken right now by two major sovereign nations, France (EWQ) under Sarkozy and Germany (EWG) led by Merkel.
These neighboring countries share little more than a common border. They are embarking upon two polar opposite philosophies regarding nuclear development.
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Wednesday, June 22, 2011
Best Uranium Stocks to Rebound in 2011 / Commodities / Uranium
By: The_Energy_Report
While uranium prices fell after the Japanese earthquake and tsunami, Versant Partners Analyst Rob Chang says in the long term, prices must rise due to a supply shortfall and the economic necessity of using nuclear power. In this exclusive interview with The Energy Report, Chang suggests ways to take advantage of the eventual rebound and highlights some companies that will be the first to see rising stock prices.
Tuesday, June 21, 2011
Kazakhstan's Uranium Industry Could Lose Its Luster / Commodities / Uranium
By: OilPrice_Com
What a difference a year and a tsunami make.
Western investors have been salivating over the post-Soviet space's energy riches since the 1991 collapse of communism. While focusing on the Caspian's hydrocarbon reserves other mineralogical riches awaited development as well, none more so than Kazakhstan's vast uranium deposits.
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Tuesday, June 21, 2011
Uranium Stocks Basing As Fukushima Proves Nuclear Power Is Here To Stay / Commodities / Uranium
By: Jeb_Handwerger
A significant base may be forming in uranium stocks -- seen in the Global X Uranium ETF (URA) -- as Japan's troubled nuclear energy industry passed its first major vote since the Fukushima tragedy. Many of the stocks that make up this etf are down more than 40% such as Uranium Resources (URRE) and Uranium Energy Corporation (UEC). But positive news is beginning to reemerge after three months of naysaying. Fukushima is proving nuclear is here to stay.
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Saturday, June 18, 2011
What Germany’s Political Decision To Exit Nuclear Means For Uranium Mining Stocks? / Commodities / Uranium
By: Jeb_Handwerger
Deutschland (EWG) is taking the wrong road again. It is a decision that is political and irrational motivated in response to the Green Party. It makes one wonder what some politicians do to try to get elected.
The leaders of German Industry have written an open letter stating that the ending of German Nuclear Energy with such "unprecedented haste" gives us increasing worry.
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Thursday, May 19, 2011
Uranium Stocks Sell Off, But there is No Substitute for Nuclear Power / Commodities / Uranium
By: The_Energy_Report
Emotional sell offs of uranium stocks in the wake of the Japanese nuclear disaster created a buying opportunity, says Alka Singh, a mining analyst at Jennings Capital. In this exclusive interview with The Energy Report, she runs down the supply/demand problem that could drive prices to $75/lb.
Friday, April 29, 2011
Uranium Holds Value, The Rich Peoples Food / Commodities / Uranium
By: The_Energy_Report
Worldwide hysteria and the fear factor notwithstanding, Casey Research Chairman Doug Casey still considers nuclear power "by far the safest, cheapest and cleanest form of mass power generation." Sharing his views in this Energy Report exclusive on the eve of a sold-out Casey Research Summit in Boca Raton, Florida, Doug says power generated from wind, sun, the tides and other alternative sources are "very nice special applications but don't work economically unless they're subsidized."
Thursday, April 14, 2011
Peak Uranium - And Other Threats To Nuclear Power / Commodities / Uranium
By: Andrew_McKillop
We have nearly all heard about Peak Oil despite doubts on very basic elements like how we define “oil” compared with oil condensed from natural gas, but the possibility of there simply not being enough uranium to keep present and planned reactor fleets going is new.
Tuesday, April 05, 2011
Uranium Mining Stocks: Sanity to Return as Media-Induced Nuclear Power Fear Subsides / Commodities / Uranium
By: Jeb_Handwerger
The Cassandras of the media beat the drums of fear concerning Japan’s millennial tragedy, which has been a confluence of perfect storms. There has been a great deal of bad news coming out of Japan which the press has spun into a blanket condemnation of the entire nuclear industry. It is only a matter of time until investors recognize that the media is spinning fear that goes beyond Fukushima. Undoubtedly, their tactic's intention is to sell commercial TV time, even if it means destroying a major source of clean, efficient, and safe energy; nuclear is a vital component of clean and independent energy.
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Monday, April 04, 2011
Uranium Prices And Producers Are Poised to Rebound / Commodities / Uranium
By: Money_Morning
Jason Simpkins writes:
Uranium spot prices and shares of uranium mining companies have plunged in recent weeks amid fears that the situation in Japan could deteriorate into a nuclear meltdown on par with Chernobyl.
Investors fear that the explosion and subsequent radiation leaks at the Fukushima nuclear power plant will force other countries to tighten restrictions, or worse, abandon their pursuit of nuclear power as an alternative source of energy.
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Friday, April 01, 2011
Long-Term Uranium Demand Will Continue Despite Japan Nuclear Crisis / Commodities / Uranium
By: The_Energy_Report
The peripatetic Mercenary Geologist Mickey Fulp explains that even if all under-construction and planned nuclear facilities are suspended, not enough uranium is being mined currently to supply ongoing demand. In this exclusive interview with The Energy Report, Mickey reveals a number of companies poised to benefit from this long-term fundamental upside.
Saturday, March 19, 2011
Excellent Investment Opportunities In Nuclear And Uranium Stocks / Companies / Uranium
By: Jeb_Handwerger
There's an old saying in investing: Buy a winter coat in the summer. Uranium stocks are certainly out of season and deeply discounted. Media coverage has shifted from the destruction of the earthquake to the negative aspects of nuclear energy. Nothing puts fear into the public more than green men in radiation outfits. The media has taken this opportunity to capitalize on the fear of the masses. This has resulted in devastating sell-offs in the uranium mining sector such as in uranium (Global X Uranium ETF (URA)) and nuclear energy ETFs (Market Vectors Uranium+Nuclear Energy ETF (NLR)), which has seen its most severe decline in its short history.
Friday, March 18, 2011
Uranium Future Remains Intact Despite Japan Nuclear Meltdown / Commodities / Uranium
By: The_Energy_Report
Even in the face of problems at Japan's Fukushima Dai-Ichi nuclear reactor following a massive earthquake and tsunami, Jennings Capital Mining Analyst Alka Singh takes a positive long-term view on uranium prices. In this exclusive interview with The Energy Report, Alka explains why uranium demand will increase globally in the next two years and offers a few companies poised to capitalize on that need.
Thursday, February 17, 2011
Spare Cash? Park It in Uranium / Commodities / Uranium
By: The_Energy_Report
BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on to find out which companies Ed likes in this exclusive interview with The Energy Report.
Friday, February 11, 2011
Uranium to Cross $100 Threshold in 2011 / Commodities / Uranium
By: The_Energy_Report
Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011, much as it did in 2007 when it topped at $137. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. It's around $73 now. If Philip's right, we're on the cusp of another round of uranium market madness. And you will want to read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays.
Tuesday, January 25, 2011
This Time, Uranium Demand Is for Real / Commodities / Uranium
By: The_Energy_Report
Mining Analyst David Talbot of Toronto, Ontario-based Dundee Securities, sees demand for uranium rising far into the future. He points to the extraordinary buildout of infrastructure in India, Russia and especially China, where the number of reactors currently under construction could triple the number already in use, and where growth could increase 14- to 15-fold a decade from now. Dave shares his extensive knowledge and field experience with The Energy Report and leaves readers with a few interesting ideas that present tremendous potential for growth.
Friday, January 21, 2011
Investors Should Bet on Uranium for 2011 / Commodities / Uranium
By: Jordan_Roy_Byrne
The spot price of Uranium as reported by UXC.com, just hit $68/lb. It is up nearly 70% since June, but remains only half the level of its peak back in 2008. In the early phase of the commodity bull market, Uranium ran from $7/lb to $140/lb. Interest in uranium and the uranium stocks is picking up after a nearly 3-year long bear market. Uranium is an intriguing bet for 2011 and beyond because of the supply/demand situation and because of the value at the current price.
Friday, January 14, 2011
The Rendezvous Date for Junior Uranium Miners In Wyoming / Companies / Uranium
By: Jeb_Handwerger
How did the world champion chess players take over prime mining land in Wyoming and Texas in a brilliant tactical maneuver? Well, who would’ve thought it? Broad daylight and without a shot being fired, Russians have taken possession of rich American uranium assets. How they managed to do this might require the skills of a Sherlock Holmes in unraveling a labyrinthian maze. A description of the end game follows: About a year ago, the directors of Uranium One listed on the Toronto Stock Exchange as UUU and on the Nasdaq as SXRZF were abruptly informed by the Kazakhstan Government that their uranium properties were to be expropriated. The directors immediately flew out to the capital for an emergency meeting.Read full article... Read full article...
Friday, January 14, 2011
Bright Future for Uranium Stocks? / Companies / Uranium
By: The_Energy_Report
Mark Lackey, with Toronto-based financial services company Pope & Co., admits he's in the minority. He believes the Street is too optimistic about production in Saskatchewan and Kazakhstan heading off a uranium shortage. In this exclusive interview with The Energy Report, Mark explains why he believes Cigar Lake won't save the day and why uranium could hit $100 a pound.
Wednesday, December 22, 2010
Uranium Is Still a Growth Industry / Commodities / Uranium
By: The_Energy_Report
Rodman & Renshaw Senior Analyst Alka Singh follows the entire mining sector, including uranium. Though just a year ago the uranium sector was considered stalled and possibly moribund, she finds undervalued stocks for her clientele that includes both small and large institutional investors. In this exclusive interview withThe Energy Report, Alka generously shares some names for growth that investors might consider to take advantage of burgeoning energy demand that will surely include nuclear power plants all over the world.
Saturday, December 04, 2010
Investors are Making Huge Gains from Uranium and the Move Has Just Started / Commodities / Uranium
By: DailyWealth
Chris Mayer writes: Uranium, the feedstock for nuclear reactors, is finally making its move...
From a low of about $40 per pound in the summer, uranium spot prices recently graced $53.50 – an increase of 32% since the lows of June. It's now challenging two-year highs.
Tuesday, November 30, 2010
Uranium Price Hits 2 Year High, URZ Doubles in a Month / Companies / Uranium
By: Jeb_Handwerger
In 1883, an historic cataclysm of 10 days that shook the world and vaporized Krakatoa, an island between Java and Sumatra. An umbrella of ash rose 50 miles high and sent sonic reverberations 7 times around the world. Deaths numbered 120,000. Scientists of that time were awed by the magnitude of nature’s forces that were being unleashed. They speculated that one day ways would be found to harness this energy.
Read full article... Read full article...
Tuesday, November 23, 2010
Gold Dominates the Headlines But the Smart Money is Flocking to Uranium / Commodities / Uranium
By: The_Energy_Report
Gold has dominated a lot of headlines lately, so when Bruno del Ama of Global X Funds launched an exchange traded fund (ETF) focusing on the precious metal and another on uranium, he was confident about which one would set off at a sprint. Yet surprisingly, sales of the Global X Uranium ETF have reached $65 million since its launch on Nov. 4, making it one of the most successful ETFs this year. In this exclusive interview with The Energy Report, Bruno discusses why the smart money is chasing uranium.
Sunday, November 07, 2010
Uranium and Nuclear Power Investing Mega-trend For the Next Decade / Commodities / Uranium
By: Nadeem_Walayat
Ten years ago the investment mega-trends to get on board where the emerging markets and commodities such as Gold, all clear in hindsight you might say, so what about the mega-trends for the next decade ?
Friday, November 05, 2010
The United States Needs Uranium, Investors Alert on URZ / Commodities / Uranium
By: Richard_Mills
Uranium, a naturally occurring radioactive element is fairly common in the Earth's crust, groundwater and seawater. Usually found in concentrations of 2-4 parts per million (ppm) it's as common as tin, tungsten, molybdenum, etc. A 1.4 kilometer by 1.4 kilometer area of ground - the equivalent of 640 acres - being .3 meters deep, will contain almost a tonne of uranium.
Thursday, October 28, 2010
Uranium and Mining Stocks Recovering / Commodities / Uranium
By: The_Energy_Report
Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now in a cautious recovery mode from multi-year lows, Haywood Securities Senior Analyst Geordie Mark says a rising uranium price is the driver for select mining companies. In this exclusive interview with The Energy Report, Geordie discusses uranium demand and brings some specific ideas to the table for investors.
Wednesday, October 27, 2010
Will 'Megatons To Megawatts' Solve The Uranium Supply Pinch ? / Commodities / Uranium
By: Andrew_McKillop
MEGATONS TO MEGAWATTS
World uranium supply deficit, currently running at about 12 500 to 15 000 tons (2010 mine and supply forecasts relative to demand forecasts), or about 20 percent, is covered from sources especially including stocks held by mining companies, power plant operators and builders. This massive deficit is also partly covered, perhaps by 4 000 tons of uranium equivalent per year, with recycled and diluted highly radioactive wastes including plutonium that are converted to so-called MOX fuel (Mixed OXide), almost exclusively in France and the UK.
Wednesday, October 06, 2010
The Third Uranium Boom / Commodities / Uranium
By: Madison_Avenue_R
Mark Steen knows uranium, besides receiving formal education at the Mackey School of Mines, he is the son of Charlie Steen whom is credited with making the first big uranium discovery in 1951 on the Colorado Plateau. He has had a long time interest in the geology of uranium ore deposits and the history of uranium exploration. As a result of his father’s discovery the Four Corners (Utah, Colorado, New Mexico, Arizona) area opened up and prospectors and geologists started looking for sandstone hosted uranium deposits throughout the Colorado Plateau.Read full article... Read full article...
Thursday, September 30, 2010
Uranium's Upside Investment Potential / Commodities / Uranium
By: The_Gold_Report
While the prices of gold and silver are reaching death-defying heights, uranium stocks are waiting in the wings. In this exclusive interview with The Gold Report, Sid Rajeev, head of research for Fundamental Research Corp. in Vancouver, exposes the reasons why now-stagnant uranium plays have more upside than gold or silver. He and his research associate Vincent Weber uncover some plays that allow investors to take advantage of all three.
Monday, August 30, 2010
Red Books And Yellowcake - The Permanent Quest For Uranium / Commodities / Uranium
By: Andrew_McKillop
The nuclear industry, both military and civil has been short of uranium since the start. Enrico Fermi's very first experimental plutonium brewing Manhattan Project reactor was built under a New York City football stadium in 1941, to produce radioactive explosives for the USA's first atom bomb. This tiny reactor of a few kiloWatts power contained a few dozen kilograms of enriched uranium and produced only milligrams of plutonium, which was feverishly gathered and stored.
Read full article... Read full article...
Friday, July 30, 2010
New Uranium Bull Market? / Commodities / Uranium
By: Justice_Litle
Uranium soared from $10 a pound in 2000 to a stunning $136 a pound in 2007 - and then the bottom fell out. After three lean years, could another bull market be ahead?
According to the Ux Consulting Company, which tracks the price of uranium, the July 26 weekly spot price for U308 was $46 per pound. That is a 15% spike from the February lows around $40 per pound.
Read full article... Read full article...
Thursday, July 22, 2010
Solving the Uranium Price Puzzle / Commodities / Uranium
By: The_Gold_Report
Apparently flouting the law of supply and demand and mystifying experts and analysts alike, depressed uranium prices present some excellent bargain-hunting opportunities for investors, according to Mercenary Geologist Mickey Fulp. In this exclusive interview with The Energy Report, Mickey shares some thoughts about his favorite players in the uranium space. He's also keeping an eye on natural gas stocks.
Tuesday, July 20, 2010
Uranium Investing Plays / Commodities / Uranium
By: The_Energy_Report
You don't hear a lot of talk about uranium these days. It's just not as sexy as gold or silver. But with a host of reactors slated for construction, the sector is rife with opportunities. Haywood Securities Analyst Geordie Mark visits numerous uranium projects each year, researching plays at all levels. In this exclusive interview with The Energy Report, Geordie tells us why he's given "sector outperform" ratings to no less than 11 companies. It could be the most comprehensive global roundup of uranium plays anywhere
Friday, July 16, 2010
Why Uranium Prices Will Rise / Commodities / Uranium
By: Andrew_McKillop
NUCLEAR RENAISSANCE, URANIUM SHORTAGE -
After a long lost decade, stretching from shortly after the Chernobyl catastrophe of 1986, to around 2003, the nuclear renaissance is in full flood: the pro-nuclear World Nuclear Association (formerly the Uranium Institute) reports that as of July 2010 at least 55 new reactors are under construction in 13 countries. Power capacity added through 2010-2020 is forecast at a minimum of about 75 GW, with other estimates extending far beyond 100 GW.
Thursday, June 17, 2010
Why Uranium Will Make Someone Rich / Commodities / Uranium
By: OilPrice_Com
Uranium is a very unusual sector. For one, it's small. So small, that at one point in history top-producing nations like Canada and France tried to form a uranium cartel to control prices for the metal. The "uranium OPEC" failed. But production today is de facto controlled by a handful of companies.
Read full article... Read full article...
Wednesday, May 05, 2010
Uranium, Junior Resource Stocks Investor Success Follows Management Success / Commodities / Uranium
By: Richard_Mills
One of the soundest strategies for investing in junior resource stocks is investing in management with a proven track record in creating value for their shareholders.
Investors follow these successful mine builders from company to company, year after year, as they build and sell off their success stories to larger companies.
Read full article... Read full article...
Thursday, April 29, 2010
Uranium Demand Outstrips Supply / Commodities / Uranium
By: The_Energy_Report
Encompass Fund founders Malcolm Gissen and Marshall Berol see the demand for uranium continuing to increase in the coming years, meaning an increase in uranium prices. As more nuclear power plants come online around the world, the need for more uranium will increase. In this exclusive interview with The Energy Report, Malcolm and Marshall talk about the uranium companies they think provide good opportunities for investors, as well as opportunities in other energy sectors.
Saturday, April 17, 2010
Uranium, Part of the Energy Crisis Solution / Commodities / Uranium
By: The_Energy_Report
President Obama has called for the development of more nuclear reactors in the coming decades. Discovery Investing pioneer Dr. Michael Berry says for that plan to work, uranium has to be part of the solution. In this exclusive interview with The Energy Report, Michael talks about the need for more uranium mining in the United States. He also explains why right now an investment in energy metals is a safer bet than investing in industrial metals.
Friday, February 26, 2010
Why Uranium Commodity Price Rise is Inevitable / Commodities / Uranium
By: DailyWealth
Chris Mayer writes: In the most recent issue of my Special Situations advisory, I showed my readers the most compelling resource investment around. I've spent the past month digging into this story and looking for the best opportunities. Here's what I've found.
The most compelling thing about uranium is probably best expressed in the chart below...
Monday, December 14, 2009
China as a Nuclear Power Play / Commodities / Uranium
By: Frank_Holmes
Romeo Dator writes: Like all major economies, China is preparing for its energy future to accommodate rapid growth and the movement of more and more Chinese to cities. The foundation of the nation’s electricity generation plan is coal, but with loud calls coming from around the world for China to cut its output of greenhouse gases, a significant portion of new power will be nuclear.
Monday, November 30, 2009
Iran’s Nuclear Ambitions Highlight Kazakhstan’s Uranium Potential / Commodities / Uranium
By: OilPrice_Com
One bonus of the global recession is that it wiped a lot of incompetent hedge fund managers and energy speculators from the canyons of Wall Street. As the Gordon Gecko sycophants regroup and look for the next Big Thing, maximizing profit while minimizing risk, the landscape looks very different than it did a year ago. In such a climate, it is uranium, not oil and natural gas that would seem to have the brightest future for one simple, overriding capitalist principle – supply and demand. Read full article... Read full article...
Friday, August 28, 2009
Uranium Investing for a Nuclear Powered World / Commodities / Uranium
By: Richard_Mills
Uranium Investing for a Nuclear Powered World
As a general rule, the most successful man in life is the man who has the best information
Friday, August 14, 2009
Uranium, Looking at the Big Picture / Commodities / Uranium
By: The_Gold_Report
The exogenous events significantly boosting uranium demand for China and India are far greater than the minimal and distant "ifs" of private sector reactor delays. Not to mention China has actually boosted reactor construction, while India made no delays and entered the world market. "Investors need to look at the big picture of the sector," says analyst Merrill McHenry, MBA, CFA, who presents Energy Report readers with an educational and thought-provoking overview of U308's fundamentals and future in this exclusive written interview.
Thursday, August 06, 2009
Uranium Will Rebound with Economy / Commodities / Uranium
By: The_Gold_Report
The Energy Report checked in with Barbara Thomae, Senior Mining Analyst with the MineralFields Group, who says that they believe the economic recovery will spur reinvestment into the uranium sector, especially once uranium prices strengthen in line with other commodities. She says her firm's prudent portfolio picks (overweight in uranium and heavily overweight in gold juniors) have enabled them to have the best performance track record among all flow-through limited partnership groups for the past four years. Read on.
Thursday, June 18, 2009
Mickey Fulp, Mercenary Geologist: Uranium Demand is There / Commodities / Uranium
By: The_Gold_Report
Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp returns to discuss the brightening prospects for uranium and natural gas with The Energy Report readers. A Certified Professional Geologist, Mickey says he's comfortable focusing his hard-earned dollars in junior and mid-tier uranium companies working in the U.S. and Canada.
Thursday, June 04, 2009
North American Uranium Investing / Commodities / Uranium
By: The_Gold_Report
Investment Analyst Marin Katusa, senior editor of Casey Energy Opportunities (CEO) and Casey Energy Confidential (CEC), brings uranium's prospects into focus for The Energy Report readers in this exclusive interview. He waxes enthusiastic about potential 10-baggers in the U.S. (and one 10-bagger already in the U.S. uranium portfolio) and the five companies he ranks among the top players in Canada's Athabasca Basin—"the best real estate in the world for uranium." Next week, Marin will return with colleague Dr. Marc Bustin to talk about other sectors in the energy market.
Wednesday, May 27, 2009
Russia Expands Role in U.S. Energy Sector with Uranium Deal / Commodities / Uranium
By: Money_Morning
Jason Simpkins writes: Russia (Tuesday) will begin selling enriched uranium directly to U.S. utilities, a development that will give the fuel supplier an expanded role in the U.S. energy sector for decades to come.
Saturday, May 16, 2009
World Uranium Supply-Demand to Remain Tight / Commodities / Uranium
By: The_Gold_Report
A worldwide dearth of uranium mines and highly skilled metallurgical teams to mine it has investors seeing yellow (cake, that is). "The thing with uranium is it's easy to dig up but hard to get out," says Simon Tonkin, who covers base metals, including uranium, at Thomas Weisel Partners. In this exclusive interview with The Gold Report, Simon discusses emerging challenges in the uranium sector and the deficits he foresees in the global race for supply.
Wednesday, April 08, 2009
The Return of Nuclear Power Means Uranium Long-term Investing Opportunity / Commodities / Uranium
By: Money_Morning
Don Miller writes: It's been 30 years since the meltdown of a reactor at the Three Mile Island nuclear power plant also caused a meltdown in the U.S. commercial nuclear power business.
Even though no one was seriously injured - and only a small amount of radiation leaked into the air above eastern Pennsylvania - the March 28, 1979 accident put the perils and mysterious nature of nuclear energy squarely in the spotlight and cast a pall over the industry from which it never recovered.
Read full article... Read full article...
Wednesday, January 28, 2009
Uranium Stocks Remain in Deep Sleep / Commodities / Uranium
By: Merv_Burak
Boy, this is one frustrating market. The uranium stocks just seem to be trapped in a deep sleep and are hesitant to wake up. I guess that is still preferred seeing as how the spot price of uranium U308 dropped $3.00 this week. Going by that we are still lucky that the stocks have not plunged. Read full article... Read full article...
Friday, January 09, 2009
Sheldon Inwentash: Investment Opportunities Abound in Uranium Sector / Commodities / Uranium
By: The_Gold_Report
With more than 20 years of experience in the investment industry, Sheldon Inwentash, chairman and CEO of both Mega Uranium and Pinetree Capital, sheds some light for The Energy Report on what he sees as "tremendously positive signs" for the future of uranium. Inwentash says this is one of the best buying opportunities we'll ever see because there are so many companies with qualified assets trading at a discount to cash. We spoke with Mr. Inwenstash in mid-December. Excerpts from the interview are below. Read full article... Read full article...
Wednesday, December 24, 2008
Uranium Investing- Analysts Forgot Yellow Cake / Commodities / Uranium
By: Oxbury_Research
Nicholas Jones writes: The financial analytical business is one of comic and irony. During prospering economic times, the aggregate success of financial analysts' ability to make their clients money is very high on a percentage basis.
When the economic worm turns, the field of financial analysis turns into this sort of absurd puppet show. It's really a simple notion. It's just easier to make money in bull markets.
Read full article... Read full article...
Wednesday, May 21, 2008
Uranium Stocks- The Alternative Energy Bargain / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes: All eyes are on oil as the price of crude trends higher and higher. But one of the rules of smart investing is to look at things others have ignored or written off, because you might find real bargains there.
And this may be a good time to look at a sector we haven't looked at in a long time: uranium and nuclear power. Why? Because as oil prices dominate the headlines, the smart money is looking at uranium. As a result ...
Read full article... Read full article...
Wednesday, May 21, 2008
Uranium Stocks Upside Breakout / Commodities / Uranium
By: Merv_Burak
AND AWAY WE GO. The box that has been such a confining feature of the Index action for so many weeks has been decisively broken, on the up side. The Index made a sharp upside move, and with significant volume action. All looks gung-ho for a good rally, maybe even a reversal of long term trend although that will still require much more work. However, let's calm down for a few minutes and see exactly what the charts and indicators are really telling us.
Read full article... Read full article...
Friday, May 16, 2008
Uranium Stocks Continue Bearish Roller Coaster Ride / Commodities / Uranium
By: Merv_Burak
Note that the volume is an average volume of round lot sales for the 50 component stocks. For total volume, multiply by 5000.The roller coaster continues. Today is an up day, tomorrow ?? Read full article... Read full article...
Friday, May 02, 2008
Uranium Stocks Index Trend Still Bearish / Commodities / Uranium
By: Merv_Burak
I keep looking at the chart to see if there is something bright to write about but nothing, at least nothing of any real significance. There are some signs that things might be getting brighter but they would be signs mostly in my mind rather than anything concrete. I guess the most positive action one can grab on to is the fact that once the Index fell below that “box” that it was in for so long, that the Index hasn't yet dropped like a rock, as might have been expected. I'm hoping things do perk up soon because as long as things remain bearish readers start to lose interest and sooner or later I'll end up writing these commentaries only for myself.Read full article... Read full article...
Wednesday, April 16, 2008
Uranium Stocks Bottom Update / Commodities / Uranium
By: Jordan_Roy_Byrne
Two months ago I penned an editorial calling bottom on the uranium stocks. Technically I saw many stocks deeply oversold yet positive momentum was starting to build. A few months later and the positive momentum divergences have continued to build. A few U stocks did indeed bottom but more have made slight new lows. While we need price to confirm a bottom it is important to note that forming significant bottoms can be a timely process. Read full article... Read full article...
Monday, April 14, 2008
Uranium Bull Market: Not Over Yet / Commodities / Uranium
By: Jennifer_Barry
When it bottomed at $7 per pound in 2001, uranium was one of the most derided commodities on earth. The most common associations with uranium were Chernobyl and bombs. Environmental protesters were calling for the shuttering of nuclear reactors, and plants continued to be mothballed.
What a difference six years has made. Uranium rocketed from less than the cost of a pizza to $138 per pound in June 2007. Articles appeared in financial publications like MoneyWeek and Forbes on investing in this “white-hot” market. Dr. Patrick Moore, a co-founder of Greenpeace, started supporting nuclear plants as a clean and safe fuel. Even oil producers such as Egypt and Saudi Arabia have expressed interest in nuclear power. 1
Read full article... Read full article...
Thursday, April 10, 2008
Uranium Stocks Outlook Looking Brighter / Commodities / Uranium
By: Merv_Burak
Every day looks brighter and brighter. With another up day in the uranium stocks the trend is changing although we still have a ways to go to be all gung-ho bullish. The Merv's Daily Uranium Index closed higher by 0.062 points or 2.21%. There were 26 winners, 20 losers and 4 unchanged. Of the five largest stocks Cameco gained 4.8%, Denison gained 7.1%, First Uranium lost 0.9%, Paladin lost 1.1% and Uranium One lost 0.2%. Although the losses were small we still have three of the five largest stocks moving lower.Read full article... Read full article...
Wednesday, March 19, 2008
Uranium Stocks Bearish Trend With Potential for Bottom Formation / Commodities / Uranium
By: Merv_Burak
Another downer of a day for the uranium stocks but looking at the chart it looks more like the start of a reversal activity than a continuation of a bear. Yes, the Index did close lower but the daily action stayed within the confines of yesterday's activity. A real down day would be a close below yesterday's low. Anyway, the Merv's Daily Uranium I ndex closed lower by 0.051 points or 1.67%. There were 20 winners, 25 losers and 5 unchanged.Read full article... Read full article...
Thursday, March 13, 2008
Uranium Stocks Trend Remains Bearish Despite Recent Rally / Commodities / Uranium
By: Merv_Burak
Another up day but nothing to celebrate. The Merv's Daily Uranium Index closed higher by 0.027 points or 0.82%. There were 27 winners, 19 losers and 4 unchanged. Of the top five based upon market value, Cameco gained 1.9%, Denison gained 5.9%, First Uranium was unchanged, Paladin gained 4.2% and Uranium One gained 4.9%. The best performer was Energy Fuels with a 24.1% gain while the worst performer was Aurora Energy with a loss of 8.8%.Read full article... Read full article...
Wednesday, March 05, 2008
Uranium Stocks Rally Comes to an End as Downtrend Reasserts Itself / Commodities / Uranium
By: Merv_Burak
That nibble, nibble just turned into a big bite. It looks like the rally has come to an end with the direction of least resistance being once more to the down side. The Merv's Daily Uranium Index closed lower today by 0.084 points or 2.36%. There were 8 winners and a whopping 36 losers. I was hoping against hope we would be getting these figures but in the reverse order. 6 stocks closed unchanged on the day. As for the majors, they all closed lower. Cameco lost 0.9%, Denison lost 4.1%, First Uranium lost 1.0%, Paladin lost 0.9% and Uranium One lost 2.6%. The best performer of the few that closed on the up side was Bayswater Uranium with a gain of 5.2%. The worst performer was Uracan Resources with a loss of 15.7%.Read full article... Read full article...
Thursday, February 28, 2008
Uranium Stocks Frustrating Trend / Commodities / Uranium
By: Merv_Burak
1% here and 1% there but still we're not getting anywhere. It's a little frustrating waiting for some significant action but all we get is nibble, nibble. The Merv's Daily Uranium Index was up another 0.037 points or 1.05%. Looking at the chart that still hasn't gotten us where I would like to see the Index, that is, decisively through those resistance levels and on into new rally highs. But no, it's nibble, nibble. There were 25 winners on the day and 24 losers with one unchanged. You can't get much closer to a neutral day than that. Still no run-away winners (or losers).Read full article... Read full article...
Thursday, February 21, 2008
Uranium Stocks Await Breakout From Consolidation Area / Commodities / Uranium
By: Merv_Burak
The Index close was on the up side again but almost everything else was telling me the market was more down than up. The potential topping activity is still evident on the chart. Although the close was on the plus side the daily high and daily low were both lower than yesterday's values. Although I have drawn a resistance line from the top of the mid-Jan activity maybe the early Feb highs are really the resistance, at least they are so far.Read full article... Read full article...
Wednesday, February 20, 2008
Uranium Stocks Hit Bottom - Time to Buy? / Commodities / Uranium
By: Jordan_Roy_Byrne
Over the past six months Uranium stocks had fallen completely off the radar. It had been months since I last wrote about them in my newsletter. Such can occur when a major peak develops and devastating declines ensue. The combination of the subprime mortgage meltdown and ensuing credit crisis combined with a rapid 40% decline in the spot uranium price inflicted collateral damage on the entire sector. Only a few stocks were able to avoid more than a 50% decline. However, over the past few weeks selling pressure has finally abated and given way to classic bottoming patterns in many of the uranium stocks. Last week's action was especially encouraging as many stocks rebounded on rising volume from successfully tested bottom points.Read full article... Read full article...
Friday, February 15, 2008
Uranium Stocks Attempting to Build a Base / Commodities / Uranium
By: Merv_Burak
The uranium stocks are continuing to look better and better, although not yet completely gung-ho. The Merv's Daily Uranium Index closed up once again, today with a gain of 0.071 points or 2.14%. Most of the largest five stocks did even better. Cameco gained 2.5%, Denison gained 2.1%, First Uranium was a loser again with a loss of 1.7%, Paladin gained 5.2% to close above that down trend line mentioned in the Paladin review today and Uranium One closed higher by 2.4%., One is again starting to see the wide difference between the best and the worst. The best performer was Energy Fuels with a gain of 27.4% while the worst performer was Bayswater Uranium with a loss of only 5.5%.Read full article... Read full article...
Friday, February 08, 2008
Uranium Stocks Continue to Trend Lower - Have a Beer! / Commodities / Uranium
By: Merv_Burak
Another small loss for the uranium stocks. Last time we had four in a row the fifth day was the worst. Let's hope that history does not always repeat. The Merv's Daily Uranium Index closed down 0.019 points or 0.59%. The winners perked up a bit with 16 stocks on the up side, 30 stocks on the down side and 4 unchanged. Cameco gained 0.7% while Denison lost 5.1%, First Uranium closed unchanged, Paladin lost 3.1% and Uranium One down 3.2%. The best gainer on the day was Magnum Uranium with a gain of 8.0% while the worst loser was Uracan with a loss of 9.5%.Read full article... Read full article...
Friday, January 18, 2008
Uranium Stocks Bearish Chart Signals / Commodities / Uranium
By: Merv_Burak
Boy, there are going to be some good bargains after all this is over, but it's not all over yet. Another bad day at the markets. The Merv's Daily Uranium Index closed lower by 0.158 points or 4.17%. It just feels like things are getting worse every day. There were only 3 stocks that closed higher today while 44 (out of 50) closed lower. There were 3 unchanged. As for the biggies, they all have seen better days. Cameco lost 4.2%, Denison lost 4.0%, Paladin lost 6.2%, UEX lost 4.7% and Uranium One lost 4.0%. The best performer of those three winners was Western Uranium with a 9.4% gain (not bad for a crummy day) while the worst performer was Alberta Star with a loss of 14.7%.Read full article... Read full article...
Wednesday, January 09, 2008
Uranium Stocks in Still a Gamblers Market / Commodities / Uranium
By: Merv_Burak
Another down day for the uranium stocks. There still seems to be no end to the decline but on the other hand the decline is still in a predictable and acceptable mode. Even some more downside would not change the basic intermediate or long term prognosis. But first, a rundown of what has happened on the close.Read full article... Read full article...
Friday, January 04, 2008
Uranium Stocks Rally Continues into 2008 / Commodities / Uranium
By: Merv_Burak
Well, the rally continues. The Merv's Daily Uranium Index of 50 stocks closed with a gain of 0.059 points or 1.37%. There were 36 winners, 12 losers and 2 unchanged. A three to one ratio of winners to losers is not bad for a day's work. The largest five stocks by market value did even better. Cameco gained 1.5%, Denison gained 3.9%, Paladin gained 4.6%, UEX gained 6.9% and Uranium One gained 5.7%. The best performer today was Formation Capital with a gain of 19.7% while the worst performer was Magnum Uranium with a loss of 9.6%, this after I just posted a gambler's recommendation on it. How's that for timing of the wrong kind. Looking at the chart the negative move is still well within its daily chart up trend (see the chart below).Read full article... Read full article...
Monday, December 24, 2007
Uranium Stocks - This is Still a Gamblers Market / Commodities / Uranium
By: Merv_Burak
It's been a great week for some uranium stocks and still a bummer for others. The Merv's Weekly Uranium Index closed the week at 9398.03, up 582.27 points or 6.60%. Of the 50 component stocks, 29 were winners while 20 were losers. There was one stock unchanged on the week. As for the five largest stocks, they were mixed. Cameco gained 7.4%, Denison gained 0.5%, Paladin lost 5.2%, UEX lost 7.7% and Uranium One gained 4.3%. The best weekly performer was Alberta Star with a gain of 84.0% while the worst performer was Triex Minerals with a loss of 14.3%.Read full article... Read full article...
Friday, December 21, 2007
Uranium Stocks Short-term Trend Improves / Commodities / Uranium
By: Merv_Burak
Well, that's two days in a row. Maybe we have the start of a rally. The Merv's Daily Uranium Index closed up for another day, up 0.106 points or 2.69%. There were a few more winners and a few less losers as requested yesterday. 34 stocks ended the day on the up side while 13 stocks ended the day on the down side. 3 stocks didn't go either way. Unfortunately, we had a mixed day for the five largest stocks. Cameco closed higher by 4.6%, Denison closed higher by 1.2%, Paladin closed lower by 0.4%, UEX closed lower by 0.6% and Uranium One closed higher by 1.2%.Read full article... Read full article...
Thursday, December 20, 2007
Uranium Stocks Rally in Attempt to Break Bearish Trend / Commodities / Uranium
By: Merv_Burak
Well, it's a start, now if we can only have a few more days like this, or better, we just might get a rally going. The Merv's Daily Uranium Index was up 0.085 points or 2.21% on the day. There were 29 winners and 16 losers with 5 unchanged. It would be nice to see a few more winners and a few less losers, but we will take what we get. Of the five major stocks, Cameco gained 3.5%, Denison gained 0.5%, Paladin, the only loser of the bunch, lost 0.9%, UEX gained 5.4% and Uranium One gained 1.0%. The best daily performer of the 50 component stocks was Triex Minerals with a gain of 23.4% while the worst performer was Pele Mountain with only a 4.8% loss.
Read full article... Read full article...
Sunday, December 16, 2007
Uranium Stocks Momentum Still Bearish / Commodities / Uranium
By: Merv_Burak
Ho-Hum, another day and another bummer. We are getting close to a potential break-out but unfortunately that could be on the down side. The Merv's Daily Uranium Index closed lower by 0.068 points or 1.61%. That may not sound like much but as with water torture little drops on your forehead may not sound like much but after a while it's hell. There were only 9 stocks closing higher on the day while 36 stocks closed lower. 5 stocks remained unchanged. All of the biggies closed lower. Cameco lost 0.4%, Denison lost 1.9%, Paladin lost 3.0%, UEX lost 2.6% and Uranium One lost 1.9%. The best performer on the day was Nuinsco with a miserly 5.5% gain while we had two worst performers, Pele Mountain and UNOR, both with 10.0% losses.Read full article... Read full article...
Wednesday, November 21, 2007
Uranium Stocks Maintain Bearish Intermediate Term Trend / Commodities / Uranium
By: Merv_Burak
I guess we should give thanks for small mercies. That's one up day in a row, maybe we can go for two. The Merv's Daily Uranium Index closed higher by 0.051 points or 1.18%. In uranium terms that's not so hot. Of the 50 component stocks we had 20 that closed higher, 24 that closed lower and 6 that were unchanged. Of the five largest stocks by market value, Cameco gained 2.2%, Denison gained 0.1%, Paladin lost 0.3%, UEX gained 1.8% and Uranium One gained 1.0%. Quaterra was the best daily performer with a gain of 19.7% while Titan Uranium was the worst with a loss of 9.3%.Read full article... Read full article...
Thursday, November 15, 2007
Uranium Stocks Continue to Drift Lower / Commodities / Uranium
By: Merv_Burak
Another dull uranium trading day but it just might get more interesting. For the day the Merv's Daily Uranium Index closed up 0.44 points or 0.96%. There were 30 stocks on the up side, 15 stocks on the down side and 5 on no side. As for the performance of the top five stocks by market value, Cameco gained 1.0%, Denison lost 1.7%, Paladin lost 3.8%, UEX gained 7.2% and Uranium One gained 0.5%. Another mixed day. The best performer today was Max Res. with a gain of 13.9% while the worst performer was Consolidated Abaddon with a loss of 6.5%.Read full article... Read full article...
Wednesday, November 07, 2007
Uranium Stocks Continue Rally / Commodities / Uranium
By: Merv_Burak
A slight rise today to compensate for the small drop yesterday. The Merv's Daily Uranium Index closed higher by 0.036 points or 0.71%. There were 22 winners, 25 losers and 3 unchanged. Of the five largest stocks by market value, Cameco gained 2.5%, Denison lost 1.4%, Paladin gained 3.5%, UEX gained 0.8% and Uranium One lost 1.2%. The best performer on the day was Anglo-Canadian Uranium with a 25.5% gain while the worst loser was Forsys Metals with a loss of 7.0%.Read full article... Read full article...
Friday, November 02, 2007
Uranium Stocks Neutral on Bad News - Technically Uranium with Merv / Commodities / Uranium
By: Merv_Burak
With the “bad news” one reads in the media about the rough time the largest uranium companies seem to be having it's a wonder that the Merv's Daily Uranium Index has not totally collapsed. However, cooler heads prevailed and the Index held it's ground. The Index lost 0.037 points or 0.75% on the day.Read full article... Read full article...
Wednesday, October 24, 2007
Consolidated Pacific Bay Minerals Ltd. (V-CBP) / Commodities / Uranium
By: Merv_Burak
In these daily (well, almost daily) technical analysis of uranium stocks I sometimes try to see if there are stocks that seem ready for significant upside moves, and especially if they are on the cheep side like “penny” prices. Well, Consolidated Pacific Bay Minerals Ltd.Read full article... Read full article...
Wednesday, October 03, 2007
Uranium Investing - A Distant Metal Thunder / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes: Earlier this year, uranium was on a roll, then the price swooned. Uranium mining stocks tumbled even further. What went wrong?
Uranium users balked at the high prices, and they put off buying today what they could buy in a few months. At the same time, new supply came on the market, some from speculators and some from the government's stockpiles.
Read full article... Read full article...
Wednesday, August 08, 2007
Uranium Mining Stocks Grossly Under Perform Oil Stocks / Commodities / Uranium
By: Greg_Silberman
Uranium mining stocks once the darling of the resources sector have come off the boil. Is this a trend change or a pullback in a very overheated market?
Until recently the market has been going gaga over uranium mining stocks. Some say it was classic bubble syndrome. New floats were coming to market at huge premiums and non-resource companies were rebranding themselves as Uranium explorers.
Friday, August 03, 2007
Uranium Stocks Bullish Secular Trend / Commodities / Uranium
By: Zeal_LLC
Scott Wright : With a commodities bull market in full swing, commodities-stock investors have enjoyed incredible results leveraging their favorite commodities. And commodities-stocks' performances have vastly exceeded the impressive double of the major market indices over the last four years.
As one of the few stock investors to have traded this commodities bull since the beginning, I have observed different commodities begin their bulls at different times with most developing different trading patterns. All commodities are not created equal, yet many of these trading patterns are indeed predictable to some extent.
Read full article... Read full article...
Sunday, July 22, 2007
Uranium Spot Price Decline Stops for A Week / Commodities / Uranium
By: James_Finch
Just when the uranium markets begin to look dull – like they did in the 1980s and 1990s, along comes bad news planting the seeds of renewed interest. In October 2006, it was Cigar Lake. In March 2007, flooding at the Ranger operations attracted more investors.Read full article... Read full article...
Tuesday, July 10, 2007
U.S. Uranium Mill Monopoly / Commodities / Uranium
By: James_Finch
He who owns the uranium mill makes the rules. And in this case, not everyone likes the new price schedule a uranium mining company is offering to pay for uranium to feed its refurbished uranium mill.Read full article... Read full article...
Tuesday, June 26, 2007
Uranium Funds Points to Near-Term Price Decline / Commodities / Uranium
By: James_Finch
Nuclear Market Review (NMR) editor Treva Klingbiel reported in this week's issue, “Two sellers that were evaluating bids in response to their auctions have concluded their evaluations and have decided not to sell at this time.” She added, “Both sellers preferred to make delivery in June while most bidders were seeking delivery for several months out.” The U3O8 Weekly Spot Price Indicator, as published in NMR, remained unchanged at US$138/pound.Read full article... Read full article...
Friday, June 22, 2007
Industry Expert Expects Junior Uranium Stocks Washout / Commodities / Uranium
By: James_Finch
Yellowcake Mining director Dr. Robert Rich speaks out on NYMEX uranium futures, the upcoming uranium price adjustment, junior uranium companies washing out, and why he believes his company will survive in the years ahead. A long time nuclear energy veteran with a PhD in economic geology from Harvard University, Dr. Rich has been affiliated with BHP Billiton (NYSE: BHP), the Japanese conglomerate Sumitomo and Yankee Atomic. He presently resides in Massachusetts.Read full article... Read full article...
Friday, June 15, 2007
Uranium Boom Part II / Commodities / Uranium
By: Elliot_H_Gue
Charles Steen was born in Caddo, Texas in 1919. He went on to study at John Tarleton Agricultural College in Stephenville and in 1940 transferred to the Texas College of Mines and Metallurgy at El Paso, receiving a bachelor's degree in geology in 1943. Ineligible for the draft because of his poor eyesight, Steen spent World War II working as a geologist in Bolivia and Peru. Returning to the US in 1945, he married and took a job doing field work for the Standard Oil Company of Indiana .Read full article... Read full article...
Saturday, June 02, 2007
France is Still a Nuclear Power Global Leader / Commodities / Uranium
By: Elliot_H_Gue
Vive La France !
France remains a key global leader in the use of nuclear power, garnering more than 80 percent of its electricity from nuclear plants. The recent election of Nicolas Sarkozy as president of France has bullish implications for the future of nuclear power.
Read full article... Read full article...
Thursday, May 31, 2007
America's Uranium Solution is In-Situ Recovery Mining / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes: Last week, while at the U2007 Global Uranium Symposium, I visited three uranium projects. Two were on the conference agenda, one I was lucky to attend on a smaller, private tour. These tours taught me a lot about a particular type of uranium mining — one that will likely become the future face of uranium mining in the U.S.
Is there profit potential in this? You bet!
All three projects I visited use In-Situ Recovery (ISR). Basically, ISR uses water pumped under high pressure to extract uranium from rocks. At the Texas sites, the water is injected with a mix of either oxygen or carbon dioxide to dissolve the uranium from the surrounding rock.
It sounds weird, but it works. Oh, man, does it work! Using basically carbonated water, you can recover about 75% of a uranium resource and never dig a pit. Let me tell you why this technology is so important here in America …
Read full article... Read full article...
Friday, May 25, 2007
Exelon VP Thanks Speculators for Uranium Price Rise / Commodities / Uranium
By: James_Finch
We thought by now we'd heard it all. But the quote which follows, given to us in a tape-recorded telephone interview by the man who obtains nuclear fuel for the largest nuclear utility in the United States, surprised even us.Read full article... Read full article...
Wednesday, May 23, 2007
Inside the Uranium Market’s Secret World / Commodities / Uranium
By: James_Finch
Mired in secrecy, the uranium market hopes to someday offer price transparency. To whom will this ‘real' uranium price become transparent? Industry insiders know well before the general investing public ever finds out.Utility fuel managers compete with a few handfuls of fuel brokers for the best price break. Utilities complain about the unwelcome speculators who've entered the market. and utility spokesman predict a long-term price about one-half of the US$122/pound price indicator announced in Nuclear Market Review this past Friday (another consulting service chose $125/pound for their ‘price indicator'). Some uranium miners forecast a price racing past $200/pound. Who is gaming whom? Or is this all part of the negotiations process between producers and end-users?
Read full article... Read full article...
Wednesday, May 23, 2007
A Uranium Investing Buffet in Texas / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes : I'm here in Corpus Christi, Texas for the U2007 Global Uranium Symposium, which started on Monday.
That night, we got a tour of the USS Lexington, known as "The Blue Ghost." It's a real piece of history — battling her way through World War II, the big ship survived a torpedo hit and even a kamikaze attack.
Of course, the Uranium Symposium is really about the future. And that's why the entire day was filled with fascinating presentations on my favorite white-hot metal. Heck, after the tour of the Lexington, we ate dinner on the ship and listened to another talk on uranium. Today, I want to tell you what I learned at this buffet of information.
Read full article... Read full article...
Tuesday, May 22, 2007
China's Battle for African Uranium / Commodities / Uranium
By: James_Finch
There is an ongoing global war for energy security, which appears to be politically inspired. China and Russia are the main opponents, especially in Africa, but have rivaled each other, over the past several years, in Central Asia. The goal for both nations is not only energy security but political influence and alliance over their targeted territories.As reported by the Wall Street Journal, Sunday night's revelations that China National Nuclear Corp (CNNC) may strengthen its ties to UraMin could represent a broader picture than an ordinary acquisition of a near-term uranium producer.
Read full article... Read full article...
Thursday, May 17, 2007
Is Salter Duck Water Power The Uranium Banana Skin? / Commodities / Uranium
By: Bob_Kirtley
Recently, we wrote an article on the possible threats to the uranium bull market and nuclear power in general. In this article we will explore what we believe is the biggest single threat to the long term position of nuclear power with uranium as a fuel.Read full article... Read full article...
Tuesday, May 08, 2007
Miners Lobbied Department of Energy to Revive Uranium Prices / Commodities / Uranium
By: James_Finch
During the uranium bull markets of the 1950s and the 1970s, it was the United States Government’s policies which stimulated uranium production. Both actions were followed by multi-year rallies and brought about then-historical uranium price peaks. Each of the previous two bull markets ended when the federal government changed the existing policy.Read full article... Read full article...
Sunday, April 29, 2007
Survey Results: More Interest, Volatility in Uranium and Price / Commodities / Uranium
By: James_Finch
More than 66 percent believed the uranium price would go higher, but less than 7 percent said they would trade uranium futures contracts over the next twelve months. More than 40 percent of our readers voted that those most likely to benefit from uranium futures trading would be current and near-term uranium mining companies.Read full article... Read full article...
Monday, April 23, 2007
Less than 25 New Companies to Mine Uranium by 2011 / Companies / Uranium
By: James_Finch
Nearly 500 companies are posing as 'uranium mining companies' worldwide. Hundreds of those publicly traded uranium companies will never mine a single pound of uranium. Along with the crash-and-burn of those companies, many investors could lose all or a large part of their speculative investment. How can one really find out which companies have an honest shot at becoming uranium miners?Read full article... Read full article...
Wednesday, April 18, 2007
A Uranium Feeding Frenzy! Uranium Futures Market on its Way! / Commodities / Uranium
By: Money_and_Markets
Sean Broderick writes: You think the fact that uranium prices have more than doubled in the past 12 months is something? Just wait! I hope you have your safety belt on, because this could be the ride of your life. Here's why …
There's a feeding frenzy going on in Australian uranium stocks right now. For example, two of the best uranium companies in the world, Areva and Paladin Resources, fiercely bid against each other for another company (and its resources).
Larger miners are generally very conservative. So the fact that these two companies are throwing so much money around, tells me that uranium — which recently hit $113 per pound — has a long, LO-O-O-NG way to go.
Read full article... Read full article...
Sunday, April 15, 2007
Utilities Companies Quietly Worry about Uranium Supply / Commodities / Uranium
By: James_Finch
According to Friday's Nuclear Market Review (NMR), many market participants were left stunned by the recent record jump in the weekly spot uranium price. The market has increasingly diverged between those who have U3O8 and those without. Utilities with existing supply contracts “are heaving a sigh of relief,” NMR editor Treva Klingbiel wrote. And those trying to find uranium in today's climate “are forced to face the reality of a seller's market,” she said.Is there pity for one market participant, who is now scrambling for ‘very near term delivery' of nearly 500 thousand pounds U3O8? Probably not. This buyer must compete with 7 others hoping to secure about 3.2 million pounds of U3O8 equivalent.
Read full article... Read full article...
Friday, April 13, 2007
South Wyoming's Best Uranium Discovery? / Commodities / Uranium
By: James_Finch
Until the previous uranium cycle ended in the 1980s, Juniper Ridge had reportedly been the site of 12 small open-pit uranium mines. Many in the industry had called it the ‘best uranium discovery in southern Wyoming.'
In yesterday's conversation with Dr. Robert Rich, we determined he had the credentials and industry knowledge to provide Yellowcake Mining (YCKM) with credibility in the uranium space. But, what about the geology? Many juniors have skated onto the radar by using a ‘big name' to attract investors. Too often, the property's geology is lacking the factors which would lead to actual uranium mining. Often, the industry-celebrity name is barely familiar with the company's property.
Read full article... Read full article...
Thursday, April 12, 2007
Uranium Expert: Consolidation, But No ‘Price Crash’ Ahead / Commodities / Uranium
By: James_Finch
Soaring yellowcake prices have accelerated a greater number of uranium juniors rolling off the assembly line. As fast as stock promoters can revive old shells, joint venture a more serious uranium company's castaway property into the re-named shell, and then wheel a former ‘big name' out of retirement (or a nursing home), the company will announce they are in the ‘hunt' for uranium.
Nearly all are mining the stock market – that means you, specifically the investor. Very few, probably less than 10 percent, have any realistic chance of ever putting a shovel to the ground and coming up with uranium ore. Fewer still are likely to intersect sufficiently economic delineation holes which might someday become a uranium mine.
Read full article... Read full article...
Wednesday, April 11, 2007
Uranium prices rise 19% to $113 in one week! / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes :Boy, I sure hope you're holding some uranium investments … because at the latest auction for the white-hot metal, the spot price of uranium oxide (U3O8) soared $18 to $113 per pound!
That's a 19% rise in just one week. According to Nuclear Market Review , it's the largest single weekly price increase since uranium has been tracked!
And you know what?
You ain't seen nuthin' yet!
Read full article... Read full article...
Tuesday, April 10, 2007
Molybdenum and Uranium: Vital for Nuclear Reactors / Commodities / Uranium
By: James_Finch
Molybdenum plays a more vital role in the global nuclear renaissance than you might suspect. Without the silvery white metal, the world's energy infrastructure would somewhat suffer. But, nuclear power plants would be set back at least two decades. The new high performance stainless steels (HPSS) contain as much as 7.5 percent molybdenum and can add more than three times the life to the world's aging nuclear fleet condenser tubes.
Monday, April 09, 2007
Uranium Stocks about to Gap Higher / Companies / Uranium
By: Elliot_H_Gue
Charles Steen was born in Caddo, Texas in 1919. He went on to study at John Tarleton Agricultural College in Stephenville and in 1940 transferred to the Texas College of Mines and Metallurgy at El Paso, receiving a bachelor's degree in geology in 1943. Ineligible for the draft because of his poor eyesight, Steen spent World War II working as a geologist in Bolivia and Peru. Returning to the US in 1945, he married and took a job doing field work for the Standard Oil Company of Indiana .Down on his luck after losing his job, Steen read an article in the December 1949 issue of the Engineering and Mining Journal which discussed how the US federal government had issued incentives for prospectors to locate domestic supplies of uranium.
Read full article... Read full article...
Monday, April 09, 2007
In Situ Recovery Uranium Mining - The Water Factor / Commodities / Uranium
By: James_Finch
Our interview with Glenn Catchpole of Uranerz Energy explains what investors should know about water's role in ISR uranium mining. Companies with an ISR project may disappoint shareholders because of the water location, or lack of water, in relation tothe ore body.
As part of our efforts to better educate not only uranium stock analysts and investors, but also the media and environmental groups, we have expanded upon last year's introduction to In Situ Recovery uranium mining with our Advanced ISR Series. Water plays an integral role for In Situ Recovery (ISR) uranium mining.
If the water is not in the right place, ISR mining can not take place. A company's ‘pounds in the ground' are nearly worthless or may have to be extracted through other means.
Wednesday, April 04, 2007
Could Uranium hit $1,000 a pound? / Commodities / Uranium
By: Money_and_Markets
Sean Brodrick writes : If you knew about an investment that, by conservative estimates, would increase in value 47% in the next 18 months, would you buy it?
Well, today I want to tell you about such an investment — uranium. Heck, just a few months ago, I said uranium would hit $100 per pound by the end of this year. It looks ready to hit that target this month !
In just the past year, the white-hot metal has surged 137% to $95 per pound. That's far beyond the expectations of most market analysts. So now they're rolling out new estimates — higher and higher.
Read full article... Read full article...
Wednesday, April 04, 2007
US Utilities 'Stealth' Nuclear Power Revival to result in more Demand for Uranium / Companies / Uranium
By: James_Finch
While the big talk is about nuclear reactors being built in China, India, Russia and elsewhere, U.S. utilities are enjoying a ‘stealth’ nuclear renaissance of their own. Since the NRC ‘power uprate’ program began, utilities may add the equivalent of up to seven new reactors by 2011.
The news media love headlines, especially those which mention that no nuclear reactor has come online in more than a decade. How would journalists (and environmentalists) react if they discovered U.S. nuclear utilities have added the ‘nuclear power’ equivalent to four large reactors? A fifth or more could be on the way.
Read full article... Read full article...
Tuesday, April 03, 2007
Permitting of New US Uranium Mines Takes Many Years / Commodities / Uranium
By: James_Finch
Permitting a uranium mine requires more than a simple application to mine. And, as we discovered, the process can take between three and six years (sometimes even longer), costing several million dollars and requiring numerous scientific studies on a company's property. This could add additional pressure to uranium prices.
Few investors and analysts have a firm grasp of the length of time environmental studies and the approvals process requires. Having visited numerous investor forums, we realized many investors believe a property is drilled and then mined, after a brief permitting period. Quite the opposite is true, as explained to us by Richard Blubaugh, environmental manager for Powertech Uranium.
Read full article... Read full article...
Sunday, April 01, 2007
April Uranium Price Forecast to hit $110/Pound / Commodities / Uranium
By: James_Finch
Bids are due in Corpus Christi, Texas on April 3rd for the sealed-bid auction, conducted by Mestena Uranium LLC, for another modest lot of 100 thousand pounds of U3O8. “Buyers are once again expected to compete aggressively for the material,” Nuclear Market Review (NMR) editor Treva Klingbiel wrote in the monthly edition of the nuclear industry trade magazine. “Any material offered at fixed price is highly sought after by potential buyers.”
Earlier this past week, Entergy Corp’s (ETR) director of nuclear fuel told Dow Jones MarketWatch, “There’s a period where the market is going to be very ugly from a buyer’s standpoint.” The New Orleans-based nuclear utility holds the second largest number of nuclear power plants behind Exelon Corp (EXC). Jim Malone, Exelon Corp’s nuclear fuels vice president, expects the impact of the rising uranium price to impact utilities at some unspecified future date, but not now.
Read full article... Read full article...
Wednesday, March 28, 2007
Uranium getting close to $100 a pound … / Commodities / Uranium
By: Money_and_Markets
Sean Broderick - The price of uranium is jumping again! This week, the white-hot metal went from $91 to $95 a pound, according to TradeTech's Nuclear Market Review . Remember, th s metal was trading at just $75 per pound in January … $55 in October … and $45 last July. That's a ferocious uptrend!
We're in undiscovered country now. Heck, my 2007 target was $100 per pound and now it looks like we might hit that by April! Where do things level off?
Sprott Asset Management analyst Kevin Bambrough has said that a sustained supply deficit could cause uranium prices to spike north of $500 per pound by 2015. To be sure, Bambrough doesn't believe $500 uranium would be sustainable.
Read full article... Read full article...
Monday, March 19, 2007
Uranium Investing - New Technique to Boost US Uranium Mining / Commodities / Uranium
By: James_Finch
Last year's basic series on In Situ Recovery uranium mining became a major success with many investors, who finally got an inside look at how uranium mining takes place. Part two of this six-part series provides a deeper understanding into the In Situ Recovery (ISR) uranium mining method.
Sunday, March 18, 2007
Uranium expected to pass $100 and possiblly $110 in the next two weeks / Commodities / Uranium
By: James_Finch
Mestena Uranium Auction to Guide Utility Purchases - By the end of March, Mestena is expected to offer another 100 thousand pounds U3O8 in a sealed-bid auction from the company’s ISR (in situ recovery) mining operations at Alta Mesa. “Bidding is expected to be aggressive,” wrote Nuclear Market Review editor Treva Klingbiel in the March 16th issue.
Wednesday, March 14, 2007
Investing in Uranium as prices top $90 a pound! / Commodities / Uranium
By: Money_and_Markets
Wow! This mortgage meltdown you're seeing in the stock market is exactly what Martin and Mike have been warning you about all along. Boy, am I glad they're on our team!
Meanwhile, the uranium market is booming regardless of the stock market. Just last week, an Australian uranium mine got clobbered by a powerful cyclone. And the damage to just that one mine could result in losses exceeding all the new uranium production coming online this year!
So uranium prices are reacting to the news by blowing through the $90-a-pound mark.
Read full article... Read full article...
Tuesday, March 13, 2007
New Mexico - The Uranium Mining Capital of the World - Gets Political Lift / Commodities / Uranium
By: James_Finch
New Mexico state senator David Ulibarri's senate initiative, initially designed to increase public awareness of uranium mining and nuclear energy, has now taken on a larger dimension. After the New Mexico Senate Rules and Conservation Committees passed his Senate Joint Memorial (SJM)10 bill, Senator Ulibarri decided he accomplished what he hoped for – to help launch a study of uranium mining safety.Read full article... Read full article...
Sunday, March 11, 2007
New Uranium Mine Flood Tightens Uranium Supply - Prices to go Higher / Commodities / Uranium
By: James_Finch
After Cameco Corp’s Cigar Lake flood at the company’s northern Saskatchewan uranium mining project rattled analysts and utilities who previously expected sufficient uranium would be available to meet the needs of nuclear utilities, along came another mine flooding – this one in Australia.
