Category: Energy Resources
The analysis published under this category are as follows.Thursday, September 16, 2010
Today's Hottest Energy Sector Investment Plays / Commodities / Energy Resources
Marin Katusa, an accomplished investment analyst, is the senior editor of Casey’s Energy Opportunities, Casey’s Energy Confidential, and Casey’s Energy Report. He left a successful teaching career to pursue analyzing and investing in junior resource companies. In addition, he is a regular commentator on BNN and a member of the Vancouver Angel Forum where he and his colleagues evaluate early seed investment opportunities. Marin also manages a portfolio of international real estate projects. Using advanced mathematical skills, he has created a diagnostic resource market tool that analyzes and compares hundreds of investment variables. Through his own investments, Marin has established a network of relationships with many of the key players in the junior resource sector in Vancouver.
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Friday, August 27, 2010
Look for Sustainable Energy Models in Clean Tech Sector / Companies / Energy Resources
"Ubika" is an ancient Sanskrit word meaning growth. Ubika Research Cofounder and Managing Director Vikas Ranjan knows investors covet growth, so Ubika covers companies in sectors with tremendous growth potential. In this exclusive interview with The Energy Report, Vikas offers some strategies on how to play the cleantech sector and discusses in detail several clean-technology companies ready to flourish.
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Monday, August 23, 2010
Invest Now in Natural Gas, Coal and Heating Oil for January Cold Weather / Commodities / Energy Resources
Larry D. Spears writes: The irony about cold-weather investing is that the biggest profits come to those who position their money during the hottest months of the year - even during the record heatwave Americans have been experiencing this year.
In short, now's the time to start thinking about such winter-related topics as heating bills, and such cold-weather investments as natural gas, heating oil and coal.
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Tuesday, August 17, 2010
China Becomes Largest Global Energy Consumer / Commodities / Energy Resources
Since the early 1900’s the U.S. has been the world’s largest energy consumer and the world’s largest auto manufacturer. It took a century to accomplish, but last year China knocked the U.S. from its perch as the world's largest auto market. Last month the International Energy Agency claimed China’s total energy usage exceeded the U.S. for the first time last year – making China the world’s largest energy consumer.
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Wednesday, August 11, 2010
The Doomsday Threat Of The "Nuclear Renaissance" / Politics / Energy Resources
Political deciders, corporate elites and mainstream media, almost everywhere, have swung to virtually total support for nuclear power. Major agencies and entities promoting nuclear power, such as the OECD's NEA and the WNA announce the industry's 2010-2020 potential for rivalling its previous highwater mark, in the 1975-1985 period, when it averaged one new reactor on line every 17 days, for 10 years.
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Thursday, August 05, 2010
China Is Winning the Energy Race / Commodities / Energy Resources
Marin Katusa, Casey’s Energy Opportunities writes: Stop the presses. The United States is no longer the world’s biggest consumer of energy.
After topping the energy consumption charts for more than a century, the U.S. has been left behind as China leapfrogged past. According to the International Energy Association’s (IEA) latest report, China burned its way through 2,252 million tonnes of oil equivalent last year – about 4% more than the U.S.
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Thursday, August 05, 2010
Power-Up Growth and Income with Utilities ETFs / Companies / Energy Resources
Years ago, people would categorize themselves as either “growth” or “income” investors. The latter group typically consisted of people who were either retired or independently wealthy.
Today the lines are a little fuzzier …
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Tuesday, July 20, 2010
Batteries Are the Shocking Truth about Electric Cars / Commodities / Energy Resources
Can white elephants come in green?President Barack Obama flew to Holland, Mich., on Thursday to attend groundbreaking ceremonies for a new lithium-ion battery plant, which the White House advertised as an example of federal stimulus grants at work and a gateway to a clean-energy future.
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Saturday, July 10, 2010
Why the 21st century will the century of modular nuclear reactors / Commodities / Energy Resources
Maninder Singh Batra writes: In the 20th century , the age was oil and coal , and with the birth of nuclear power .to achieve economies of scale with nuclear power generation , large monolithic reactors were used. But these large monolithic plants were costly ,took large time to build and were capital intensive .
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Monday, July 05, 2010
New Global Energy Sector Profit Opportunity of Our Lifetime / Commodities / Energy Resources
William Patalon III writes: Oil prices will reach a record $150 a barrel, sending gasoline prices to $3.80 a gallon. Commercial nuclear power is making a comeback - but in "nuclear batteries," instead of in hulking power plants of the past. New global-warming regulations will turn air-pollution credits into financial assets that can trade like stocks or bonds. And China's zooming growth will turn the global energy sector upside down.
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Thursday, July 01, 2010
‘New’ Energy Sector Windfall Profits for Investors, Energy Independence for U.S. Economy / Commodities / Energy Resources
William Patalon III writes: The BP PLC (NYSE ADR: BP) oil spill has been a wakeup call for energy-sector regulators. But it's been an even bigger wakeup call for investors.
Years from now, investors will look back at this period as a turning point - the start of the greatest profit opportunity of this generation. And that's not all. The post-oil-spill period will go down in history as the period during which the United States was finally able to break its dependence on foreign oil, says Dr. Kent Moors, a career energy-sector consultant who works with governments and corporations throughout the world.
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Saturday, June 26, 2010
Energy Sector Investing Update / Commodities / Energy Resources
By David Galland, Managing Director, Casey’s Energy Report writes: At first glance, no two individuals could seem more different.
The Doctor, middle-aged and balding, could be the very archetype of the college professor. The Dealman is young with a full head of well-styled hair: more than a few people have compared his looks to Elvis in his prime.The Doctor is quiet and soft-spoken. The Dealman is outspoken and, under the right circumstances, even outrageous.
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Thursday, June 17, 2010
Geological Anomalies are Like Opinions: Everybody Has One / Commodities / Energy Resources
By Louis James, Senior Editor, Casey’s International Speculator : There's a great deal of chatter in the press and online about the tremendous US$1-trillion-dollar mineral "discovery" in Afghanistan headlined by The New York Times recently. Most of the discussion seems to center on whether or not this is really news and whether or not the NYT was played by the powers that be for purposes of their own. Few, if any, people seem to be questioning the value of the so-called discovery itself. The US$1-trillion-dollar figure, at best, cannot be anything more than the wildest of hopeful guesses.
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Tuesday, June 15, 2010
The Secret to Finding Winning Energy Stocks / Companies / Energy Resources
By Marin Katusa, Chief Investment Strategist, Casey Research Energy Team: As the world hesitantly emerges from recession, the one question that seems to be on the lips of investors everywhere is: what’s next? As the tragedy continues to unfold in the Gulf of Mexico, with no fix in sight, market attention has suddenly shifted to the energy sector after years of neglect. Pundits and would-be energy experts are a dime a dozen. Speculation about oversold or underbought oil abounds.
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Monday, June 14, 2010
Bill Gates and the Energy Research Dilemma / Commodities / Energy Resources
There is an idea that has been around for a long time, at least since the fall of 1973: All that stands between the United States and an abundant energy future is a lack of spending on research and development. It is as though the Knights Templar could find the Holy Grail, if only the Pope would commit just a few more resources to the hunt.Read full article... Read full article...
Tuesday, June 08, 2010
The Doctor and the Dealman: Energy Resources Sector Investing Update / Commodities / Energy Resources
It has been a busy day in Rome, doing the Vatican Museum, St. Peter's and the Trevi Fountain. But I have to find time to get you your Outside the Box and have I got a great one for you. David Galland of Casey Research was kind enough to let me use an interview he did with two of his energy research staff normally only available to his subscribers. A big thank you to David.
This is a special treat for Outside the Box readers, as they talk about the future of the energy markets. I have been following their work for some time and I think they are the real deal if you are looking for an energy letter to regularly read. You can subscribe at here.
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Tuesday, May 18, 2010
The Nuclear Power Investing Option / Commodities / Energy Resources
by Marin Katusa, Chief Investment Strategist, Casey’s Energy Opportunities - Earlier this year, the Obama administration announced large new federal loan guarantees for the nuclear energy industry - totaling about $54 billion, or more than triple the current level of funding. Philosophically, we abhor government subsidies to any industry, but we also recognize that they're a fact of life these days, with an inordinate influence on markets. So even though we'd prefer the government didn't pick industry winners and losers, we must be mindful of what Washington is doing if we expect to reap profits as investors.
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Thursday, May 13, 2010
Exciting Crude Oil and Natural Gas Investing Opportunities / Commodities / Energy Resources
Oil and Gas Analyst Adam Michael is excited—in some cases very excited—about a lot of things in his sector, including Turkish gas and Latin American oil plays. He even gets excited about long-term oil price fundamentals. Just don't ask him about the domestic oil and gas market. It's just so yesterday's cycle.
The Energy Report: Adam, please give us a macro view of the energy market.
Wednesday, May 12, 2010
Energy Stocks Investing, Cash is King, Cash Flow is Queen / Companies / Energy Resources
Saskatchewan Cash Flow & Australian Bluesky
As a general rule, the most successful man in life is the man who has the best information.
There are three things every energy investor needs to know about oil:
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Sunday, May 02, 2010
China's Giant New Energy Source / Commodities / Energy Resources
In yesterday's essay, I told you about China's monstrous "Junggar" Shale Basin. The Junggar could become one of the largest hydrocarbon deposits ever found. Even better, China has gone "oil crazy."
With around 1.3 billion citizens, China is the most populous country in the world. It owns the world's largest cash hoard... and has the world's fastest-growing large economy. This makes it desperate for deposits like the Junggar.