Streetwise Articles
UAE Nuclear Plant Gets Construction Green Light
Source: Associated Press, Adam Schreck (7/18/12)
"The license from the UAE's Federal Authority for Nuclear Regulation will make the country the first in more than two and a half decades to embark on construction of its first nuclear power plant."
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Why the World Is Coming for America's Oil
Source: Forbes, Christopher Helman (7/18/12)
"Soaring oil output from the Bakken Shale fields, coupled with increased deepwater output primarily from the Gulf of Mexico, has pushed up U.S. domestic oil production by 12% since 2008."
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Seasonal Recycling in Gold
Source: Adrian Ash, BullionVault (7/18/12)
"The gold price tends to display a seasonal pattern—rising in spring, slipping or flat-lining in summer, only to rise once more in the fall and then winter."
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Can Gold's Luster Be Restored This Summer?
Source: Cliff Droke, Gold & Silver Stock Report (7/18/12)
"Gold’s best opportunity for a turnaround might not occur until later this year after the vaunted four-year 'presidential cycle' peaks."
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Nemaska Lithium to Build Valleyfield Refinery
Source: The Montreal Gazette (7/18/12)
"The site is served by ample rail and road connections and Valleyfield Port on the Seaway, and also has natural gas. Potential users of the lithium hydroxide-carbonate and byproducts are located nearby."
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Personalized Medicine: Challenges Lie Ahead
Source: John Sterling, Genetic Engineering and Biotechnology News (7/18/12)
"'The beautiful thing about personalized medicine is we're going to mitigate the technical risk dramatically. . .But until we solve the business model question, we have a significant challenge.'–Dr. David Nelson."
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The Potential for Gold Stocks in 2013-2014
Source: Jordan Roy-Byrne, The Daily Gold (7/17/12)
"If gold is able to break above $1,625/oz and confirm its bottom, then it would be on an eventual track for a rebound back to $1,900/oz."
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Get Dirt-Cheap Critical Metals Exposure in Mongolia: James Passin
Source: Brian Sylvester of The Critical Metals Report (7/17/12)
Nervous investors are waiting on the sidelines, but the biggest risk is to miss out on the great bull markets where fortunes are made: So says James Passin, hedge fund manager with Firebird Management. Passin likes to get the jump on mainstream analysts on emerging bullish plays, and right now he has his sights set on Mongolia. In this exclusive Critical Metals Report interview, discover which critical elements are being unearthed in the developing country and how technology is playing a crucial role.
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Buy 'Discount Darling' Oil Stocks This Summer: Ray Kwan
Source: Zig Lambo of The Energy Report (7/17/12)
Not every beaten-down oil stock is necessarily a bargain. Picking the true gems requires in-depth analysis of the type that Ray Kwan, professional engineer and oil and gas analyst, does at Macquarie Capital Markets. In this exclusive interview with The Energy Report, he explains what to look for and talks about several of his "discount darlings" and why he thinks they offer investors a good shot at above-average returns.
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Floating LNG: The New Revolution in Offshore Natural Gas
Source: Keith Schaefer, Oil & Gas Investment (7/17/12)
"A full 10% of the world's LNG is expected to be sourced offshore by the end of this decade, with costs potentially as much as 40% lower than onshore projects."
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Germany May Scrap Energy-Source Goal as Nuclear Overhaul Stumbles
Source: Bloomberg, Stefan Nicola (7/17/12)
"'We need the right decisions for more energy efficiency, grid expansion and smart market design,' said Claudia Kemfert, chief energy expert at the Berlin-based DIW economic institute."
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Is Natural Gas Ready to Pop?
Source: Chris Vermeulen, The Gold And Oil Guy (7/17/12)
"Over the last two weeks, there been significant support above $18 and significant volume for natural gas."
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Gold and Silver Investors Are Turning to Undervalued Junior Explorers
Source: Jeb Handwerger, Gold Stock Trades (7/17/12)
"We have long maintained that capital will move from fiat currency, to conservative bullion, to productive miners and finally to explorers that will significantly outperform the staid metal."
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Is This the Swan Song of a South Africa's Mining Industry?
Source: Geoff Candy, Mineweb (7/17/12)
"South Africa's gold mining sector is undergoing a dramatic change, the question is, what will it end up looking like?"
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Bernanke Keeps the Stock Market Waiting for QE3
Source: Ben Gersten, Money Morning (7/17/12)
"Some are beginning to wonder if QE3 will ever happen and how much worse things have to get before we see it."
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Four Ways to Outrun Obsolescence in Biotech
Source: Zachary N. Russ, Genetic Engineering and Biotechnology News (7/17/12)
"To stay ahead in the ever-quickening world of research, scientists must be fast and cunning."
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Anti-Obesity Pill Wins Approval
Source: Associated Press (7/17/12)
"Vivus Inc.'s Qsymia is the second weight-loss drug approved by the FDA in less than a month, following Arena Pharmaceutical's pill Belviq in late June."
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A Historic Window of Opportunity in Mongolia: James Passin
Source: Brian Sylvester of The Gold Report (7/16/12)
Investor fears about mining stocks are misplaced, says James Passin, a hedge fund manager with New York-based Firebird Management, especially if those companies are mining in Mongolia. Firebird manages a portfolio of private equity funds that invest in Mongolia, one of the fastest growing economies with some of the most extensive, untapped resources in the world. The country is already home to the largest copper deposit and in this exclusive Gold Report interview, Passin explains why there is potential for dozens more similar finds.
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Gold Market 'Nervous and Thin' Ahead of Bernanke Testimony
Source: Ben Traynor, BullionVault (7/16/12)
"'Keep an eye on the dollar and the stock market for clues as to the next direction [for gold],' says David Govett, precious metals manager at brokers Marex Spectron."
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Australian Mining Boom Generates Huge Wealth
Source: The Telegraph, Jonathan Pearlman (7/16/12)
"Western Australia, which contains 13 of the nation's richest towns, is the center of the mining boom."
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Zimbabwe Jan–June Gold Output Up 29%
Source: Reuters, MacDonald Dzirutwe (7/16/12)
"The southern African nation's gold mining sector is recovering from an economic crisis that peaked in 2008 when hyperinflation reached 500 billion percent and forced most mines to shut."
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What Graphene Means for Ontario's Economy
Source: NetNewsLedger, James Murray (7/16/12)
"Across Northwestern Ontario, there are a number of very promising graphite finds."
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Look Past Negativity to See Opportunity
Source: Frank Holmes, U.S. Global Investors (7/16/12)
"The key is to adapt to external elements just as oil production adapts to excess supply. Usually the easy answer, such as staying on the sidelines, isn't the best answer."
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Rare Diseases Research Gets Legislative Pick-Me-Up
Source: Peter Winter, BioWorld Insight (7/16/12)
"The pharmaceutical industry has started to shift the strategic focus of its research to embrace rare diseases, catalyzed in part by the slowing down in growth due to patent expirations, generic competition, thinning product pipelines and increasingly stringent regulatory guidelines."
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Manganese: Twin Brother or Ugly Stepchild of the Rare Earth Metal Family?
Source: MetalMiner, Lisa Reisman (7/16/12)
"One can see many similarities between the manganese metal market and the rare earth metal market. Both share significant supply constraints."
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