Category: Energy Resources
The analysis published under this category are as follows.
Saturday, November 19, 2011
The Electric Car Paradox: Can We Switch To Electric Cars ? / Commodities / Energy Resources
By: Andrew_McKillop
The simple answer is no - and the complicated answer is also no.
Consumers in almost any motorized car loving country, now including China and India whose car industries have until recently shown straight-line upward growth (with China already vastly outdistancing the USA by car output) have a common complaint at the fuel filling station. They whine and complain about oil prices because they buy gasoline and diesel fuel almost daily, at least regularly, and are keenly aware of price changes. These are usually upward.
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Tuesday, November 15, 2011
IEA Report Advises Governments to Embrace Renewables and Nuclear Power / Commodities / Energy Resources
By: OilPrice_Com
The good news is that on 8 November the International Energy Agency released its 2011 "World Energy Outlook."
While it will cheer nuclear advocates, overall the report makes for grim reading.
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Wednesday, November 09, 2011
Smart Meters and Dumb Technocrats / Politics / Energy Resources
By: Andrew_McKillop
At a time when public debt and deficits are out of control in the straight majority of OECD countries it
is almost touching that "energy crisis" still has a bit-part role in state and corporate attempts at finding
new ways to extract money from consumers and waste money on corporate kleptocrats. One of the
biggest current attempts is the Smart Grid-Super Grid duo. While the second is almost pure fantasy,
both technologically and financially, the first seems to offer attractive potential for gouging extra
revenue from electricity consumers, to "Save the Planet" by swelling electric power company revenues
and generating big ticket corporate spending on high tech gimmicks - 'Smart' Meters.
Friday, November 04, 2011
Top Energy Stocks by Oil, Gas, Uranium, Solar and Biofuel Sectors / Companies / Energy Resources
By: The_Energy_Report
Marin Katusa, senior editor of Casey Energy Opportunities, spoke at the Casey Research/Sprott Inc. "When Money Dies" Summit and named the companies he sees as the best opportunities in the energy sector today. In this excerpt from his remarks, he gives background, warnings and targets that could help any investor trying to make money in energy.
The goal today is to try to make money, and the key word is "trying." If you think that companies can't get cheaper, you may want to think again. Everyone always talks about November 2008 as the depths of the stock market collapse, but that wasn't the low. The low was actually March of 2009. So be aware of the dangers of trying to catch a falling knife. Even a multibillion dollar market cap company can lose more than 40% of its value in three months. So be careful.
Wednesday, October 19, 2011
Believe in Oil and Uranium / Commodities / Energy Resources
By: The_Energy_Report
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium.
Wednesday, September 07, 2011
Electricity Post Post-Carbon Future / Commodities / Energy Resources
By: Andrew_McKillop
VANITY TECH OR ECONOMIC IMPERATIVE ?
Back as February 2009, Lord John Mogg of the UK, president of the European Regulators Group for Electricity and Gas (ERGEG) charged by the European Commission (EC) with outlining further electric power system integration in Europe and the regulatory environment for this, said the winds are turning for European energy regulators. Since that time the facing winds are blowing very hard for European debt, deficits, economic growth and monetary stability, and a lot slower for high cost windfarm projects. This however remains the main hope for Low Carbon energy, with world windpower capacity attaining about 200 GW in early 2011. However, while wind itself is endless, natural and free, producing electricity with it is not: especially with offshore windfarms, capital costs can reach the fantastic level of around 7 500 euro per kiloWatt ($ 10 000/ kW), making windpower even more expensive, if less dangerous than nuclear power for electricity supply.
Wednesday, August 10, 2011
Mongolia Energy Riches Attract Neighbors and Outside Interests / Commodities / Energy Resources
By: OilPrice_Com
Pity poor Mongolia, bereft of fiscal resources, caught between the ambitions of its superpower neighbors, Russia and China.Ulaan Bator's situation is akin to interwar Poland, dexterously attempting to reconcile its foreign policy between the USSR's hammer and Nazi Germany's hard place. Who will ultimately benefit is anyone's guess, but the country's nascent energy and mineralogical riches have opened the land of Genghis Khan to a fierce bidding war those ultimate outcome is unclear at best.
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Saturday, July 30, 2011
Biofuels Potential to Transform the Global Economy / Commodities / Energy Resources
By: OilPrice_Com
Slowly but surely, an extraordinarily important new industry is slowly taking shape, with the potential to transform the global economy.
After years of existing largely as an environmentalist's fantasy, commercial production of biofuels for the world civil aviation industry is slowly becoming a fact, with production starting up across three continents.
Saturday, July 23, 2011
Investor Opportunity in a China Power Blackout / Commodities / Energy Resources
By: Sara_Nunnally
You've got a perfect hand at the blackjack table... and you've got a lot of patacas in your bet pile.
The night's been lucky for you at the Lisboa Macau, and you've got an upgrade coming your way if your luck holds out. The dealer's showing 15, then 19, then bust! Looks like you'll be smiling all the way to your luxury suite.
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Thursday, July 07, 2011
Global Energy Crisis, Germany Unplugged / Commodities / Energy Resources
By: Richard_Mills
The International Energy Agency (IEA) has recently warned us the world will face higher energy costs, higher carbon emissions and greater uncertainty over security of energy supply if it turns its back on nuclear power.
The IEA believes the future for nuclear power, and a subsequent reduction in carbon emissions, will be show cased in China, India and Russia. Out of the 62 reactors currently under construction, 48 - or 77% of the total - are being built in China, India, South Korea and Russia, another 82 reactors are planned and 210 are proposed for these four markets.
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Tuesday, July 05, 2011
Energy Stocks Heat Up / Commodities / Energy Resources
By: The_Energy_Report
Recently back from a trip to the Middle East, Casey Research Energy Division Chief Investment Strategist Marin Katusa shares some of his best energy investment opportunities. In this exclusive interview with The Energy Report, he explains why this is a good time to pick up uranium and geothermal stocks.
Wednesday, June 29, 2011
Which Stocks Will Win Race to Feed a Power-Hungry World? / Commodities / Energy Resources
By: The_Energy_Report
Uranium and potash prices seem to be inversely correlated lately: As potash prices reach their highest levels, uranium prices have suffered. But Richard (Rick) Mills, host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter, believes the prospects for both industries are bright. In this exclusive interview with The Energy Report, Rick explains why the U.S.' commitment to nuclear power and even biofuels is helping to propel both markets.
Monday, June 27, 2011
China Winning the Race for Central Asia's Energy Riches / Commodities / Energy Resources
By: OilPrice_Com
Many western analysts have described the post-Soviet tussle for Caspain and Central Asian energy reserves as the new "Great Game, except this time around, Russia is facing the U.s. rather than the British empire.To a dispassionate outside observer however, what is most striking about the prolonged wrangle between Moscow and Washington for hydrocarbons, military bases and influence is the emergence of an understated sly newcomer who has managed to bag many of the region's assets - China.
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Friday, June 24, 2011
Chinese Energy Policies Harming Neighbors / Commodities / Energy Resources
By: OilPrice_Com
China's omnivorous energy requirements have been attracting increasing attention as of late, as Beijing attempts to secure any and all sources of power for its growing industrial base.
Nowhere is this more noticeable than Beijing's policies in the South China Sea, where Chinese assertions of sovereignty are unsettling the Philippines, Taiwan, Vietnam, Malaysia, Indonesia and Brunei, all of whom have counter claims on the various shoals and islets.
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Thursday, June 23, 2011
Coal Generators Power Struggle: Consumers To Foot The Electric Bills? / Commodities / Energy Resources
By: Dian_L_Chu
Utility giant American Electric Power (AEP) sent shock wave last week by suggesting consumers could see their electricity bills jump an estimated 40-60% in the next few years. AEP is one of the country's largest investor-owned utilities, serving parts of 11 states with more than 5 million customers.
Wednesday, June 15, 2011
Vietnam Confronts China Over South China Sea Energy Riches / Politics / Energy Resources
By: OilPrice_Com
An increasingly fractious maritime confrontation is developing in the South China Sea, with enormous implications for international companies interested in developing East Asia's offshore hydrocarbon resources. Far from the radars of city of London and Wall Street investors, the clash has seen Vietnam emerge as spear carrier for its fellow ASEAN members on the dispute.
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Wednesday, June 08, 2011
Investors Salivating Over Mongolian Energy Resources / Commodities / Energy Resources
By: OilPrice_Com
Mongolia - Place Your Bets?
Sometime in the next 12 months, an energy IPO offering in distant Mongolia already has foreign investors salivating.
The darling of the international energy community is coal company Erdenes-Tavan Tolgoi ("Five Hills") Ltd., popularly known as TT, which has yet to begin operations.
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Tuesday, June 07, 2011
The Death of Nuclear Power, Moves Investors Need to Make Now / Companies / Energy Resources
By: Money_Morning
Martin Hutchinson writes:
Nuclear power was gaining a lot of momentum prior to the terrible disaster at Japan's Fukushima powerplant in March.
But since then, atomic energy has come under increased scrutiny and once again drawn the ire of environmentalists who were just warming up to its carbon-free emissions.
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Friday, March 11, 2011
Undiscovered Energy Gems Sparkle in Uranium and Coal / Commodities / Energy Resources
By: The_Energy_Report
As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report.
The Energy Report: When you last talked with The Energy Report, you were more bullish on the uranium price than any other commodity. Since then, the price of yellowcake has gone from about $50/lb. to just under $70/lb. Is there much upward momentum left in uranium?
Monday, February 21, 2011
Clean Energy: Coconuts vs. Swallows of Coal and Natural Gas / Commodities / Energy Resources
By: Dian_L_Chu
Bill Willoughby writes: There’s a memorable part in the 1970s movie Monty Python & the Holy Grail where King Arthur argues with a guard on a castle wall about whether a swallow could have carried a coconut to England, the punch line being is that an African or European swallow?
Fact checking about birds aside, the point of the story is if you don’t have the ability to lift a coconut you need to increase capacity by adding more swallows, that or find yourself an African swallow.
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