Peering Through Exxon's Looking Glass
Source: Frank Holmes, U.S. Global Investors  (1/25/12)
"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades." More >

Iranian Oil Sanctions
Source: Platts  (1/25/12)
"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win." More >

Should Apple Buy Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/25/12)
"What should Apple do with its massive cash hoard? A relatively small gold position in Apple's portfolio could help the company further offset currency and monetary policy risks to its $97.6B stockpile." More >

Obama Will Open Federal Public Lands to Natural Gas Exploration
Source: Dorothy Kosich, Mineweb  (1/25/12)
"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'" More >

Will Iran Kill the Petrodollar?
Source: Marin Katusa, Casey Research  (1/25/12)
"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar." More >

The Fed Weighs In!
Source: Guiseppi Borelli, The Unpunctured Cycle  (1/25/12)
"Right now no one owns gold outside of institutions and the so-called 'smart money' that filled out their positions years ago. That means the potential for much higher prices is tremendous." More >

Will Iran Kill the Petrodollar?
Source: Marin Katusa, Casey Research  (1/25/12)
"A major portion of the dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar. There is one outcome that we foresee with certainty: Gold will rise. Uncertainty around paper money always bodes well for gold." More >

Rare Earths Breaking Downtrend to the Upside
Source: Jeb Handwerger, Gold Stock Trades  (1/25/12)
"The handheld smart devices envisioned by early pioneers such as Steve Jobs would only have existed in the fertile brains of a handful of scientists in the absence of rare earths." More >

The President's Big Shout Out to Shale
Source: Energy InDepth  (1/25/12)
"A two-billion-year-long-no-mention streak finally came to an end, with President Obama devoting a significant segment of his nationally (and internationally) televised address to touting the promise and potential of developing America's enormous natural gas resources." More >

Potash's Current Calm Promises an Exciting Future: Corey Dias
Source: Brian Sylvester of The Energy Report  (1/24/12)
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress. More >

Graphite Applications Expanding: Ryan Fletcher
Source: Sally Lowder of The Critical Metals Report  (1/24/12)
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. In this exclusive interview with The Critical Metals Report, Zimtu Capital Director Ryan Fletcher explains the fundamentals underpinning the graphite market. It adds up to ample opportunities for investors. More >

When Will Silver Reach a New High?
Source: Andrey Dashkov, Big Gold  (1/24/12)
"Silver is more volatile than gold. Already in this decade, silver has risen by a factor of 12 from its 10-year low ($48.70/oz vs. $4.07/oz), while gold has seen about a sevenfold climb ($255.95/oz vs. $1,895/oz)." More >

Super Mario
Source: David Coffin and Eric Coffin, HRA Journal  (1/24/12)
"The euro discount is helping German exporters but didn't do the gold price any favors. Gold has seen a nice bounce in the past two weeks, aided by Iranian saber rattling." More >

Gold Traders Welcome Chinese New Year Celebrations
Source: Shivom Seth, Mineweb  (1/24/12)
"The week-long celebrations in China to usher in the Year of the Dragon are set to boost demand for gold, and traders say 2012 looks to be another good year for the metal." More >

Another Chance to Sell Common Stocks and Buy Precious Metals
Source: Jordan Roy Byrne, The Daily Gold  (1/24/12)
"Recently, we noted a potential major bottom in both the metals and the mining stocks. With common stocks nearing major resistance, it is no surprise that we are nearing a point where the secular bull trend is ripe for reemergence." More >

India to Buy Iranian Oil with Gold; China May Follow
Source: Jason Hamlin, GoldStockBull Investment Strategies  (1/24/12)
"India has reportedly agreed to pay Tehran in gold for the oil it buys, in a move aimed at avoiding U.S. sanctions that target countries that trade with Iran. China, the number one buyer of Iranian oil, may follow India's lead." More >

India to Buy Iranian Oil with Gold
Source: Jason Hamlin, GoldStockBull Investment Strategies  (1/24/12)
"This is only going to accelerate the decline of the dollar and its role as world reserve currency. It should also help boost the price of gold and further legitimize the movement to return to a gold standard." More >

Look for Gold Juniors with Theme-Changing Catalysts: Annie Zhang
Source: Brian Sylvester of The Gold Report   (1/23/12)
Annie Zhang, an analyst with Toronto-based investment bank Octagon Capital, is expecting some good stories to come out of Argentina and Canada this year. In this exclusive interview with The Gold Report, she targets several exploration and near-term producing companies with burgeoning results on the horizon. More >

What Does a Flattening Yield Curve Mean for Gold?
Source: Sam Kirtley, SK Options Trading  (1/23/12)
"The yield curve is an immensely useful economic indicator and hence can be used as one of the determinants of the gold price." More >

Gold Touches Six-Week High as Technicals Turning More Bullish
Source: Ben Traynor, Bullion Vault  (1/23/12)
"The U.S. dollar cost to buy gold hit a six-week high of $1,677/oz Monday morning in London, as stock markets, commodities and the euro all pushed higher and U.S. Treasury bond prices dipped." More >

It May Take a Dragon to Breathe Fire into Markets
Source: Frank Holmes, US Global Investors  (1/23/12)
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing an energy commodity, there was no looking back." More >

Is Nuclear Power Safe Yet?
Source: David Gillie, ETF Daily News  (1/23/12)
"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource." More >

It May Take a Dragon to Breathe Fire into Markets
Source: Frank Holmes, US Global Investors  (1/23/12)
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing a commodity, there was no looking back." More >

Solar Competes with Natural Gas
Source: Jeff Siegel, Energy & Capital  (1/23/12)
"There's no doubt that there's still plenty of money to be made in solar. You just have to know where to look, and of course, not get caught up in all the hype." More >

Gold Confiscation: A Reality? (Part III)
Source: Julian Phillips, Gold Forecaster  (1/21/12)
"We would go so far as to say that all the world's central banks are very aware of the need to continue to use gold in the monetary system and, more pertinently, that that role is growing, much as they hate that prospect." More >