Obstacles Hit Canada-China Energy Investment
Source: Reuters, David Junggren  (8/16/12)
"Unclear investment rules are hampering trade between Canada and China, a study by officials from both countries said." More >

You Say You Want a Revolution, Shale Gas? Here Are Some Things to Do
Source: Bill Holland, Platts   (8/16/12)
"From Reagan to Twitter, the industry needs to use a variety of campaign tools if it wants to win over the broad swath of Americans caught in the middle of the hydraulic fracturing debate, speakers said this week at an industry event in Denver." More >

Optimize Your Gold Portfolio with Ron Struthers' Tips
Source: JT Long of The Gold Report   (8/15/12)
Ron Struthers has crunched the numbers and his indicators are telling him the gold markets are poised for a big jump up. The editor of Struthers' Resource Stock Report called a double-bottom in July and is ready to deploy his liquid reserves so he will be ready for the next bounce. In this exclusive interview with The Gold Report, he makes recommendations for optimal portfolio diversification and names some junior companies set to take off. More >

Why Are Gold, Silver Mining Share Prices Not Moving Higher?
Source: Julian Phillips,Gold Forecaster  (8/15/12)
"The prime reason that institutional investors and wealthy retail investors are buying gold and silver mining shares now is that these will produce a greater total return than the gold and silver prices themselves." More >

Paulson, Soros Add to Gold ETF Positions
Source: Ben Traynor, BullionVault  (8/15/12)
"Soros Fund Management, which sold most of its SPDR Gold Trust position last year, doubled its stake to take it to 884,400 shares." More >

Romney and Coal or Obama and Wind?
Source: Reuters, Steve Holland and Jeff Mason  (8/15/12)
"Republican Mitt Romney vowed to step up coal production while President Barack Obama mocked him for opposing a windmill tax credit, in a rare debate over energy policy on the campaign trail." More >

New Regulations Could Make Biodiesel Juniors More Competitive
Source: Meghan Gordon, Platts  (8/15/12)
"The U.S. Environmental Protection Agency expects to propose a regulatory fix aimed at restoring the market for renewable fuel credits after three fraud cases shut out all but the largest biodiesel producers." More >

Biotech Stocks Live (and Die) on the Calendar: Michael Hay
Source: George S. Mack, The Life Sciences Report  (8/15/12)
Since the beginning of the biotech revolution, analysts have kept spreadsheets, tables and calendars to catch the next whiff of data coming out of companies whose futures hang in the balance. I recently interviewed Vice President Michael Hay of Sagient Research Systems for The Life Sciences Report. Hay watches for data and listens to conference calls the same way analysts from investment banks and asset management firms do, but his specialty niche is catalysts. He has concluded that the two most powerful share-price drivers of small companies are pivotal phase 3 data and U.S. Food and Drug Administration (FDA) advisory panel votes. The Prescription Drug User Fee Act (PDUFA) date, which is when the FDA delivers its yes or no decision on a drug, is not necessarily the big market mover because most times FDA takes the advice of the advisory committee, which means the news is already baked in. Indeed, the PDUFA date can sometimes trigger a sell-on-the-news effect to knock a stock down from its peak even on good news. More >

Will Your REEs Suffer Molycorp Contagion? Chris Berry Advises Patience
Source: Brian Sylvester of The Critical Metals Report  (8/14/12)
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations. In this exclusive Critical Metals Report interview, Chris Berry of House Mountain Partners discusses what really matters in a rare earth element company, and why investors should exercise patience. More >

Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot
Source: Zig Lambo of The Energy Report  (8/14/12)
David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish. More >

Waterfloods: The Next Big Profit Phase of the Shale Oil Revolution
Source: Keith Schaefer, Oil and Gas Investments Bulletin  (8/14/12)
"Producers are using 'waterfloods'—pushing water into underground formations to flush a large amount of oil out to nearby producing wells—to increase production and profits. It's the next big money-making phase of the Shale Revolution." More >

Pension Funds Harness Wind Power to Drive Returns
Source: Reuters, John Acher  (8/14/12)
"Pension funds hunting for higher returns are buying direct equity stakes in wind power projects that are being shunned as too risky by banks and other investors." More >

S&P Downgrades Molycorp on Liquidity Concerns
Source: Dorothy Kosich, Mineweb  (8/14/12)
"Standard & Poor's lowered its ratings on Colorado-based rare earths producer Molycorp from 'B' to 'CCC+' and placed the rating on CreditWatch 'with developing implications.'" More >

A Company's First Profit Can Mean Big Gains for Investors
Source: Kevin Matras, Zachs Investment Research  (8/14/12)
"Those are the stocks that will likely see the best new demand from new investors: people who are now, all of a sudden, willing to take notice of the stock." More >

Bear Market Conditions Hit Junior Mining Sector
Source: The Vancouver Sun, Gordon Hamilton  (8/14/12)
"Association for Mineral Exploration British Columbia President Gavin Dirom said tough economic conditions have hit the sector again, prompted by worries about Europe's sovereign debt crisis and China's slowing demand for copper." More >

Why the Gasoline ETF Is a Top Performer
Source: Eric Dutram, Zachs Investment Research  (8/14/12)
"A marginally better economic outlook and some Middle East tensions have once again pushed energy prices higher." More >

John Doody's Three Secret Factors for Beating the Indexes
Source: JT Long of The Gold Report  (8/13/12)
John Doody doesn't run off chasing down Indiana Jones' lost gold mines in Peru. He focuses on producers or near-producers whose reserves have been verified as economic to produce. A former professor and the author of the Gold Stock Analyst, Doody has been lying in wait for the market to reach bottom, at which point he'll be ready to deploy the one-third of his portfolio he's been holding in cash into his top 10 stocks. In this exclusive interview with The Gold Report, Doody shares the metrics he uses to nail down those companies. More >

Gold's Fearless Summer Turnaround
Source: Clif Droke  (8/13/12)
"Can fear refuel investment demand for gold? It's a question many investors are now asking." More >

Better Sentiment Seen Toward Gold as Gold-Platinum Premium Sets New High
Source: Ben Traynor, BullionVault  (8/13/12)
"The cost of an ounce of gold bullion minus that of an ounce of platinum breached $230/oz Monday, a new record high for the gold-platinum premium." More >

'Ryan Factor' Could Prove Bullish for Gold
Source: Kitco, Kira McCaffrey Brecht  (8/13/12)
"Political policies that could slow growth are likely to be bullish for gold, as the Federal Reserve would need to keep its accommodative monetary policies in place, amid efforts to achieve its official mandates." More >

Post-Euro Possibilities
Source: Mickey Fulp, The Mercenary Geologist  (8/13/12)
"The widely promoted gold standard would be absolute disaster for the sole reason of inadequate supply." More >

China-Malaysia Cooperation at 'Qinzhou Speed'
Source: Rare Metal Blog, Graeme Irvine  (8/13/12)
"'In the future, if I want a project to be finished as fast as possible, I would say to finish it with Qinzhou speed,' said Malaysia's prime minister. Things seem to be happening again in making the joint Chinese-Malaysian Qinzhou Industrial Park a reality." More >

Which Way Will the Pendulum Swing for Gold?
Source: Frank Holmes, U.S. Global Investors  (8/13/12)
"Gold isn't always on an upward path. When looking at the average monthly returns over the past decade, you can see that short-term setbacks are normal throughout the year." More >

Looming Palladium Shortage May Spark a Price Rally
Source: Dorothy Kosich, Mineweb  (8/13/12)
"HSBC Securities forecasts that the palladium, a critical metal for car production, will move back into a substantial deficit this year based on lower expected exports from Russia." More >

Why Energy Beats Water
Source: Investors Chronicle, John Ficenec  (8/13/12)
"Dull, boring utility shares have in aggregate doubled over the past decade while racier sectors have crashed and burned. The sector is also enjoying a 'Goldilocks' macroeconomic scenario. Steady inflation is supporting price increases, while record low interest rates are easing the cost of servicing debt." More >