Category: Energy Resources
The analysis published under this category are as follows.Thursday, February 03, 2011
Solar, Uranium and Rare Earths, No Thanks to Energy Band Waggon / Companies / Energy Resources
It seems that everyone has now jumped back on the energy band wagon; energy, solar, uranium and rare earths. I hear it constantly in the media.
However if something has gone up long enough and far enough to garner the attention of the media it's usually closer to a top than a bottom.
Friday, January 28, 2011
Decoding Energy Investment / Commodities / Energy Resources
Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas.
Read full article... Read full article...
Wednesday, January 26, 2011
Energy Security, Why Europe Should Pay Attention to Algeria / Politics / Energy Resources
Marin Katusa, Chief Energy Strategist, Casey Research writes: Tunisia's uprising has democracy watchers wondering if the instability will spill over into neighboring North African countries, but really that instability is already there. In the first week of the year, Algeria experienced violent protests after the government hiked prices for staple foods like milk, sugar, oil, and flour. Some 800 people were injured in several days of rioting, prompting President Abdelaziz Bouteflika to cut costs on some foods and lower import duties on others. The rioters went home, but odds are they will return to the streets when prices rise again.
Read full article... Read full article...
Friday, January 21, 2011
Geothermal Energy Investing Update: Growth Spurt Ahead / Commodities / Energy Resources
Marin Katusa, Chief Energy Strategist, Casey Research writes: The Canadian Geothermal Energy Association (CanGEA) is a pretty active group. It regularly hosts networking and news events for its members, who range from scientists to industry reps. One meeting that grabbed our eye took us to Toronto in October, ready to sniff around the Geothermal Investment Forum.
Read full article... Read full article...
Thursday, January 20, 2011
The Revolution in Energy Investments / Commodities / Energy Resources
James West's Midas Letter, a fixture in the world of resource stock investing for the last three years, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with West about how he is expanding his focus to include energy. West covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential.
The Energy Report: I understand the Midas Letter has recently begun to focus on energy stocks in addition to mining stocks.
Tuesday, January 11, 2011
EU Prepares to Approve €1 Trillion Master Energy Plan / Politics / Energy Resources
INCIDENT: Towards the end of last year, the European Commission presented its new energy strategy for the next decade, calling for investment of €1 trillion in the EU's energy network, among a series of other measures. Leading Eurocrats hope that an EU energy summit scheduled for next month in Budapest will endorse the proposals and give them some political traction.Read full article... Read full article...
Saturday, December 11, 2010
The Energy Investment No One Is Talking About / Commodities / Energy Resources
Last week I discussed the country's dire need for energy infrastructure improvements and expansion, and how you can use the First Trust Clean Edge Smart Grid Infrastructure ETF (GRID:NASDAQ) to capitalize on that need. Our evolution into hybrid and eventually full electric cars is a major driver of this need for a better grid and is my topic today.
Read full article... Read full article...
Thursday, November 04, 2010
Forecasts for Green Energy Sector Viable Technologies and Leadership Stocks / Companies / Energy Resources
Casey Energy Opportunities Senior Editor Marin Katusa shares his perspectives and predictions on the direction in which the energy sector is headed—from popular green alternatives like geothermal, run-of-river hydro and natural gas to the oil sector all the way to the less-popular, but very viable, uranium sector. The Energy Report caught up with Marin at the New Orleans Investment Conference for this exclusive interview.
Read full article... Read full article...
Saturday, October 30, 2010
The Coming Nuclear Financial Bubble and Asset Boom / Commodities / Energy Resources
The coming nuclear financial disaster in fact has many previous models - stretching back to several speculative investment surges, then panics in the 19thC, and similar recurring "bourse panics" in the 20thC. The most recent financial boom-bust offering a likely or potential scenario for the nuclear financial disaster of the 2011-2020 period, is the US subprime crash, which became inevitable by the years 2005-2006.
Read full article... Read full article...
Wednesday, October 27, 2010
US Government Agency Faulted in Nuclear Power Abandonment / Politics / Energy Resources
If you are heading north on the Chesapeake Bay, just above where the Patuxent River enters it, and you will see the Cove Point liquefied natural gas terminal and gas processing plant."
Journey on, about three miles, and you will see a superbly landscaped industrial installation that, unlike the gas terminal, blends into the cliffs of Maryland. This is the Calvert Cliffs Nuclear Power Plant, which has been making electricity quietly, efficiently and abundantly since 1975."
Read full article... Read full article...
Wednesday, October 20, 2010
Uranium Price Uptrend Forecast to Continue and Natural Gas Severely Depressed / Companies / Energy Resources
Some analysts talk the talk, but Mercenary Geologist Mickey Fulp walks the walk and kicks the rocks to find undervalued mining stocks. In this exclusive interview with The Energy Report, Mickey forecasts a continuing uptrend in the uranium price and weeds out the true rare earth contenders in a market full of pretenders.
The Energy Report: The media is abuzz about energy, but it seems none of the individual energy sectors is really breaking out. What's your take on the energy sector as a whole?
Tuesday, October 19, 2010
Russia Offers Indonesia Floating Nuclear Power Station / Commodities / Energy Resources
Russia has offered Indonesia to cooperate in the nuclear field. The offer stipulates the construction of the first nuclear-powered electric power plant in the country. Russian experts believe that Indonesia, being the country of many islands, may show interest in Russia's state-of-the-art technology of building floating nuclear power plants.
Read full article... Read full article...
Sunday, October 17, 2010
An Easy Way to Boost America’s Energy Independence / Commodities / Energy Resources
David Fessler writes: You know, for all the talk about working towards greater energy independence through alternative energy resources like wind and solar power, there’s another much simpler solution.
And it’s sitting on your kitchen table.
Read full article... Read full article...
Wednesday, October 13, 2010
Job Creation and Green Energy Sector / Economics / Energy Resources
Even though unemployment claims drop, while job openings rise in September, the U.S. economy still shed 95,000 jobs in September with steep losses in government employment offsetting moderate rise in private sectors, based on the latest Labor Department reports.
Read full article... Read full article...
Friday, October 08, 2010
Uranium and Natural Gas Investment Plays / Commodities / Energy Resources
Author and Energy Strategist Editor Elliott Gue looks to larger global energy trends to establish his investment strategies in alternative energy. Two of those trends include nuclear power development in emerging markets and the natural gas infrastructure needed for America's burgeoning shale gas plays. In this exclusive interview with The Energy Report, Elliott suggests some tried and true names that should benefit from those trends and a few lesser-known companies with similar aspirations.
Read full article... Read full article...
Wednesday, October 06, 2010
Investment Opportunities Across the Energy Spectrum / Companies / Energy Resources
When it comes to energy, Newsletter Editor Byron King likes to keep his fingers in a lot of pies. He doesn't limit his coverage to U.S. or even North American companies. He literally travels the world to find unique investment opportunities for his loyal subscribers. In this exclusive interview with The Energy Report, Byron discusses his recent trip to Serbia and some his favorite uranium plays.
The Energy Report: Byron, you edit Agora Financial's Outstanding Investments and Energy and Scarcity newsletters. What's the difference between those publications?
Friday, October 01, 2010
Surprising Investment Opportunities in Cleantech / Companies / Energy Resources
Cleantech goes far beyond solar power, according to Shawn Severson. As a managing director of cleantech research with ThinkEquity in San Francisco, he finds mainstream companies poised to cash in on common-sense technologies that save energy and money. In this exclusive interview with The Energy Report, Shawn makes the case that cleantech is as much about saving money as it is about saving the environment.
The Energy Report: You recently joined ThinkEquity in San Francisco as a cleantech analyst after doing institutional sales for Robert W. Baird & Co. in London?
Wednesday, September 29, 2010
Funky Town Finance Meets The Nuclear Renaissance / Politics / Energy Resources
Like a Marlene Dietrich show in a remake of 1945 Berlin, surrounded by Soviet troop hordes, the nuclear sales show has to go on. The vaunted “Nuclear Renaissance” which is being proclaimed by the industry could see more than 200 new reactors built during the 2010-2020 decade, rivalling the industry’s previous high-water mark of 1975-1985 when one new reactor came on line, on average, every 17 days. The image of cheap, clean, safe and low carbon energy which is also secure – despite the uranium being mostly imported – has seduced political deciders and the corporate elite, worldwide. But the reality behind this romantic green image of a nuclear panacea to future energy needs is something altogether different.
Read full article... Read full article...
Sunday, September 26, 2010
Investing in the Smart Grid: Debunking the Three Biggest Myths About This Energy Industry / Commodities / Energy Resources
David Fessler writes: I looked at the statistics and thought, “Uh-oh.”
After all, the messy dotcom boom-to-bust of 10 years ago is a stark reminder of what can happen when too much money chases after an industry that can’t keep up.
Read full article... Read full article...
Wednesday, September 22, 2010
Technology Is Key to Energy Sector Investment Plays / Commodities / Energy Resources
Alexander Montano, managing director of the Corporate Finance Group with California-based C. K. Cooper & Co., puts a lot of faith in technology when it comes to making oil and gas plays pay. Alex sees major opportunities for new technology in old oil basins and suggests some names making good on that thesis in this exclusive interview with The Energy Report.
Read full article... Read full article...