Uranium Fundamentals Are at a Tipping Point: Alka Singh
Source: Peter Byrne of The Energy Report   (9/13/12)
Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year. More >

Nuclear Sector Seeks to Regain Trust After Fukushima
Source: Reuters, Karolin Schaps  (9/13/12)
"The global nuclear industry, traumatized by Japan's Fukushima accident 18 months ago, needs to redefine itself to regain public trust and better cooperate to improve safety, senior executives of the sector said on Thursday." More >

Casey Panel: The Energy Crisis Is Here—Here's How to Play It
Source: The Energy Report Editors  (9/13/12)
Oil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers. However, leaders' responses are often motivated more by the desire to boost approval ratings than by the need to find real, long-term supply solutions. The individual investor may not have the power to shift the tone of the emotional debates surrounding the oil and gas industry, but he or she can devise a strategy to profit. Sprott's Rick Rule, and Casey's Marin Katusa and Louis James sat down with The Energy Report to discuss what it means to participate in a politicized market and how politics affect their buy and sell decisions. More >

How to Play the QE3 Rally
Source: Ben Gersten, Money Morning  (9/13/12)
"While the market probably has factored in some of QE3, the move will nonetheless add more liquidity to the market, devaluing the U.S. dollar, meaning an increase in gold and silver prices." More >

Loose Money Is Here Again (and Gold Stocks Love It!)
Source: Clif Droke  (9/13/12)
"As was the case with the previous two quantitative easing programs, gold and the gold stocks love the idea of loose money." More >

Bonanza Discoveries That Will Drive Gold Stocks: Eric Coffin
Source: Peter Byrne of The Gold Report  (9/12/12)
New deposits and economic triggers will drive gold stocks, says Eric Coffin, the editor of HRA Journal. In this exclusive interview with The Gold Report, Coffin identifies the management characteristics of gold juniors that make money for investors. A successful gold explorer in his own right, Coffin names his picks from the Yukon to the Caribbean. More >

Desperate Central Banks Should Benefit Gold
Source: Ben Traynor, BullionVault  (9/12/12)
"Gold touched a new six-month high at $1,746/oz Wednesday morning, while stocks and the euro also rallied following a ruling by Germany's Constitutional Court that cleared the way for the creation of a permanent Eurozone bailout fund." More >

'Best Climate' Don Coxe Has Ever Seen for Gold Price Increases
Source: Dorothy Kosich, Mineweb  (9/12/12)
"During an address at the Denver Gold Forum conference, Coxe urged fund managers, mining analysts and mining executives to prepare for significantly higher gold prices and higher gold mining stock valuations." More >

Platinum Hits Five-Month High on South Africa Mine Unrest
Source: Reuters, Frank Tang  (9/12/12)
"Platinum rose around 2.5% on Wednesday for its biggest one-day rally in a month, boosted by supply fears after sprawling labor unrest halted production at some mines in top platinum producer South Africa." More >

Biotech Bonanza of 2012
Source: Ray Blanco, The Daily Reckoning  (9/12/12)
"Favorable regulatory change is on the horizon in the biopharmaceutical industry, which should help improve conditions for innovators in the future. This is great for our portfolio going forward, as well as for the lives of patients." More >

Obama, Romney Both Likely to Give Keystone XL the Green Light: How to Get Exposure
Source: Jared Cummans, ETF Daily News  (9/12/12)
"The most obvious choice would be to invest in the company that is actually running the project, but there are many companies and ETFs with Keystone XL exposure." More >

China's Stockpile Effort Could Stabilize Rare Earth Metals Prices: Brandon Tirpak
Source: Sally Lowder of The Critical Metals Report  (9/11/12)
In the next few weeks, China's government will begin stockpiling roughly ¥6B worth of rare earth elements. Does this mean a price floor is imminent? That's what Asian Metal Analyst Brandon Tirpak expects, noting that price decline rates are already tapering off. In this exclusive interview with The Critical Metals Report, Tirpak shares his first-hand impressions of rare earth projects set to shine as leadership around the globe goes resource shopping. More >

Are MLPs Too Good to Be True? PM Darren Schuringa Crunches the Numbers
Source: George S. Mack of The Energy Report  (9/11/12)
Master limited partnerships (MLPs) have outperformed the markets for 11 of the past 12 years. With more investors catching on to these low-risk, high-income vehicles, can the outstanding returns continue? Manager Darren Schuringa of Yorkville Capital Management says yes. But as Schuringa explains in this exclusive interview with The Energy Report, MLPs are a different animal, and investors in this space will need some specialized metrics in their toolkits. Read on for due diligence tips and some names that pass muster. More >

Aquadudes: 15 Saltwater-Based Energy Technologies Here to Save the Day
Source: Jim Lane, Biofuels Digest  (9/11/12)
"For abundant energy, look for abundant resources. Last we looked, there were 343 sextillion gallons of seawater and 173 million GW of solar energy per year—unimaginable abundance." More >

Arctic Sea Ice Vanishes—and the Oil Rigs Move In
Source: Time, Bryan Walsh  (9/11/12)
"According to the U.S. Geological Survey, there may be more than 90 billion barrels of recoverable oil buried in the Arctic—about 13% of the world's estimated undiscovered reserves." More >

Spot the Dog: Gold Stocks Underperform All Other Sectors
Source: Sam Kirtley, SK Options Trading  (9/11/12)
"Gold stocks do not accurately or reliably track the price of gold in direction or magnitude, sometimes going in the opposite direction." More >

Gold Bugs Love It, but a New Gold Standard Is Just a Dream
Source: Martin Hutchinson, Money Morning  (9/11/12)
"It's pretty unlikely that the U.S. will ever re-adopt the gold standard, both because of the cost and because of the vested interests opposed to it." More >

Why Are the Silver Miners Outperforming?
Source: Jeb Handwerger, Gold Stock Trades  (9/11/12)
"We have seen significant developments in the silver mining sector that shows that the majors are hungry for the juniors." More >

This Tough Gel Could Replace Human Cartilage
Source: Michael Robinson, Era of Radical Change  (9/11/12)
"Breakthroughs like this will help us live longer and healthier lives. No doubt there will be plenty of opportunity for smart companies and their investors to become filthy rich in the process." More >

India Boosts Rare Earth Production
Source: Shivom Seth, Mineweb  (9/10/12)
"As China tightens the noose on rare earth exports, India is set to commence operations at its 10 Kt monazite processing plant in the eastern state of Odisha." More >

Profit from Rising Silver Prices with These Three Picks
Source: Deborah Baratz, Money Morning  (9/10/12)
"Investment demand for silver should increase, thanks to the effect of global monetary easing." More >

Gold and Silver Slip but Set to Benefit If Fed Begins QE3 This Week
Source: Ben Traynor, BullionVault  (9/10/12)
"Friday's trading saw the gold price hit its highest level since February after a disappointing U.S. nonfarm payrolls report led to renewed speculation the Federal Reserve could announce a third round of quantitative easing when it makes its latest policy decision this Wednesday." More >

Silver at Multi-Month High
Source: Chris Vermeulen, The Gold and Oil Guy  (9/10/12)
"Historically, gold has been worth about 12 to 15 times what silver is worth, but recently it has been worth roughly 50 times silver's value." More >

South Africa Mine Unrest Spreads
Source: Reuters, Ed Cropley  (9/10/12)
"The violent rise of the AMCU is the biggest challenge to the unwritten pact at the heart of the post-apartheid settlement: that unions aligned to the ANC deliver modestly higher wages for workers, while ensuring labor stability for big business." More >

The Great Silver Chart
Source: Hubert Moolman  (9/10/12)
"Based on the fractals on the chart, we could still have about two years before we could get a top like we had in 1980." More >