Category: Energy Resources
The analysis published under this category are as follows.
Sunday, December 22, 2013
The Stealth Renationalization Of Energy In The UK / Politics / Energy Resources
By: Andrew_McKillop
OLIGARCHIC TAKEOVER
Professor Colin Robinson, in a Dec 2013 study published by the UK Institute of Economic Affairs, argues that the energy sector in the UK has been effectively renationalized. He says the proof is that centralized energy planning is back, and this is the root cause of skyrocketing fuel and energy prices, fuel poverty, and accelerating de-industrialisation as industrialists flee the high cost of energy.
Sunday, December 15, 2013
The Global Economy is Running Out of Time / Politics / Energy Resources
By: Brian_Bloom
Energy drives all economic activity. Scientifically based evidence, recently to hand, leads to the conclusion that humanity has approximately 15 years to get its energy house in order. If we fail to achieve this outcome the global economy will not deteriorate, it will collapse. The flip side of this statement is that if we succeed – which is eminently possible from a technical perspective – we can look forward to a long period of global economic stability, if not growth. The obstacles to success are egocentricism and hubris of those in power. In the article below, Brian Bloom summarises key evidence to prove that the current status quo has a bias towards failure in all the world’s industrialised democracies. Urgent action is required.
Wednesday, October 23, 2013
Europe's Very Distressed Energy Transition / Politics / Energy Resources
By: Andrew_McKillop
DISTRESSED ASSETS
Excepting Europe's stalled and shrunken, and totally uneconomic biofuels programme, and its more successful energy saving, the continent's energy transition is almost entirely focused on the power sector, aiming to “back out” fossil fuels for power generation by nearly-100% within 35 years.
Not so long ago, in 2008, Europe's top-20 market traded electric power companies bundled into European utility indices like Stoxx Europe 600 Utilities, the Bloomberg European Utilities Index and the MSCI European Utilities Index had a combined market value of more than 1000 billion euros.
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Sunday, October 13, 2013
Why Peak Oil Was Wrong, Is US Economic Growth Over? / Commodities / Energy Resources
By: John_Mauldin
After last week's discussion of the Affordable Care Act, it would be easy to drift off into all of the negative consequences of the current problems in Washington DC. There's just so much negative energy every time you turn on the TV that it simply drains you. I am well aware of what's happening and why, and yet I still find myself weary simply from the process of trying to follow what's happening. If I feel that way, it's no wonder the polls show that the general public's attitude is "a plague on all your houses." Of course, the snafus always seem to get resolved, but you just wonder how worthwhile all the drama is.
Wednesday, October 09, 2013
Technical Analysis Toolkit for Energy Investors / Commodities / Energy Resources
By: The_Energy_Report
Candlestick, head-and-shoulders, ascending triangle: If these phrases aren't familiar to you, you're missing out on major profit opportunities. Clive Maund, technical trader and editor of CliveMaund.com, shares the tricks of his trade in this interview with The Energy Report. Find out how to recognize potential price swings in commodities and stocks, and discover junior energy companies and ETFs with charts that scream "upside!"
The Energy Report: Energy prices are very sensitive to international events, especially conflicts in the Middle East. Do your charts factor in the periodic crises that impact oil and gas prices as buy and sell moments? How do you factor in inflation and interest rate movements into your calculations about which energy juniors look like good buys at any given time?
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Wednesday, October 02, 2013
On the Road to Armageddon, Investors Taking Shelter in Energy Resources / Commodities / Energy Resources
By: The_Energy_Report
An economic recovery that isn't one. A civil war that isn't one. Cheap oil that is no more. According to Bob Moriarty, resources remain one of the few absolutes in the world. In this The Energy Report interview, Bob explains why he's sticking to resources when many investors are turning to the mainstream markets, and shares long-term opportunities for shale oil in New Zealand and coal bed methane in Indonesia.
Friday, September 13, 2013
Syria Conflict Could Be Good for Energy Investors / Commodities / Energy Resources
By: The_Energy_Report
Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis.
The Energy Report: Energy investing is a truly global venture. What does the possibility of military action in Syria mean for energy investors?
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Wednesday, September 04, 2013
An American Energy Revolution / Commodities / Energy Resources
By: Frank_Holmes
In Texas these days, there’s a feeling of absolute and unwavering confidence in the concept of an American energy revolution. From the depths of reserves to the richness of the energy, an incredible transformation is taking place.
We’ve been talking about the significant impact of the U.S.’s oil production for a while now, but the buzz about shale oil and gas is only getting louder. At Morgan Stanley’s energy forum in Houston in August, Director of Research John Derrick and Portfolio Manager Evan Smith said shale was the prevailing topic.
Monday, July 29, 2013
How to Invest in the Future of Geothermal Energy / Commodities / Energy Resources
By: Jason_Hamlin
Before you click away from this article in the belief that geothermal is just another “green” technology that can’t compete with coal or oil, consider the following…
Geothermal is a renewable energy source that is expected to grow fivefold in the next seven years and produces more than double the energy of solar and wind combined. And here is the real rub… unlike solar power, geothermal is cheaper to produce than coal, oil or other “dirty” sources of energy. The most common form of geothermal power costs about $64 a megawatt-hour, according to Bloomberg New Energy Finance, below the $78 for coal, $82 for onshore wind turbines and $142 for traditional solar panels.
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Monday, June 24, 2013
Extreme Energy, Extreme Implications / Commodities / Energy Resources
By: OilPrice_Com
If oil and gas is a profoundly dynamic phenomenon, then so too must be environmental risk and conflicts over natural resources--and we are not getting the full picture from the mainstream media, according to Michael T. Klare, professor of peace and world security studies at Hampshire College, TomDispatch blogger, and author of Rising Powers, Shrinking Planet: The New Geopolitics of Energy (Metropolitan Books, 2008). As risk multiply, conventional sources evaporate and we are left with "extreme" energy, renewables may be the only way to avoid war and disaster.
Friday, June 21, 2013
How to Profit from Seasonal Energy Cycles / Commodities / Energy Resources
By: The_Energy_Report
For short-term traders, understanding cyclical markets is the key to profits. And with the hottest summer months ahead, natural gas could get a price boost when air conditioners start to hum, says Roger Wiegand, publisher of the Trader Tracksinvestment newsletter. In this interview with The Energy Report, Wiegand shares some promising names for investors who are ready to read the technical charts—and mark their calendars.
The Energy Report: How are the supply/demand fundamentals playing out for North American energy resources?
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Monday, June 03, 2013
Russia is The Greatest Threat to the Energy Markets / Politics / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: As Yogi Berra aptly put it, It's deja vu all over again.
The Soviet gulag state is coming back and this time it could wreak havoc on the world's energy markets.
I began my energy career in Russia. Back then it was part of a sprawling Soviet Union. For the past 23 years there have been 15 independent countries in its place.
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Thursday, May 30, 2013
Hidden Water Costs Set to Boost Energy Prices / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes:
This may sound funny, but water availability is becoming an issue in energy generation. And it may start to impact prices.
The issue here is not the environmental impact of water usage. That is quite a different debate.
What I'm talking about today is the water supply/demand issue.
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Wednesday, April 10, 2013
Does Your Retirement Plan Have Staying Power? / Commodities / Energy Resources
By: The_Energy_Report
What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In this The Energy Report interview, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years.
The Energy Report: David, you've had successful careers on Wall Street and in the medical profession. Why are you now focused on helping people to prepare for retirement?
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Friday, April 05, 2013
French Can-Can Use Fracking - Only For Geothermal Heat / Politics / Energy Resources
By: Andrew_McKillop
AND THEY CAN DO THE TWIST
In a major policy twist on the subject of hydraulic fracturing ('fracking'), France's Ecology minister Delphine Batho has announced that fracking is now politically-correct, clean, safe and approved by all right-thinking (we mean left-thinking) ecologists. Her party machine, the EELV, or Europe Ecologie Les Verts only exists, today, thanks to Francois Hollande's choice of including "greenies" in his vastly unpopular government. EELV is now all-but collapsed as a vote-winner. In 2012, it gained a minuscule 2.5% of votes in the presidential elections with its candidate the retired anti-corruption magistrate Eva Joly, who is Norwegian origin and despite working in France for decades still has problems talking French. Supposedly that made her even more 'chic et choc' when she led the battle against fracking, with high-rank EELV party faithfuls like Jose Bove, who among other things struggles against GM foods and the McDonald burger threat "a mortal attack on French culture".
Friday, March 22, 2013
Fortune Favors the Bold Energy Investor / Commodities / Energy Resources
By: Marin_Katusa
Tough markets have the average investor crying uncle, but now is not the time to lament losses—it's time to bargain shop, suggests Marin Katusa, senior editor of Casey's Energy Dividends. China is snatching up energy prospects around the world in anticipation of ever-tightening oil markets. Meanwhile, there is already money to be made in international markets where consumers are paying double the price for U.S. natural gas. In his interview with The Energy Report, Katusa says bold investors who target the right companies could "get a Rolex for the price of a Timex."
Tuesday, January 15, 2013
Three Reasons Why the Energy "Experts" are Wrong / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Last week, another batch of oversimplifications attempted to explain a significant decline in energy stocks.
Excuses ranged from declining demand to shale oil and gas gluts. Others pointed toward a general market Armageddon.
But you and I know better than to believe this hype.
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Monday, January 07, 2013
Four Timely Investment Moves For The Next Three Crises 2013 / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes:
As I wrote last Thursday, the aftermath of the fiscal cliff deal requires some restructuring of energy sector holdings.
We are currently in a brief period between crises. Nothing was resolved in the eleventh (and a half) hour compromise.
The truth is there are still three huge fights on the horizon - revisiting the sequestration (automatic spending cuts) portion of the fiscal cliff, spending versus taxation in the budget, and raising the debt ceiling.
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Thursday, January 03, 2013
Fiscal Cliff Deal Boosts Profits for Energy Investors / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes:
Marina and I are still here in the Bahamas where our Internet and TV reception has been very sporadic over the past two weeks. It started improving on New Year's Day, just in time for us to watch our favorite situation comedy.
You know the one. It's called Congress.
And after much political jockeying and self-serving speeches from a largely empty floor, the House finally voted to pass the Senate's stopgap fiscal cliff Band-Aid.
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Thursday, December 27, 2012
US Energy Independence: The Next Big Thing for 2013? / Commodities / Energy Resources
By: The_Energy_Report
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned for it.