Finding Growth in a Flat Energy Market: Tim Murray
Source: George Mack of The Energy Report  (1/5/12)
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names. More >

US Dollar and Currencies: Review and Outlook
Source: Axel Merk and Kieran Osborne, Merk Funds  (1/5/12)
"Central bankers may ramp up their printing presses in an effort to limit 'contagion' concerns. As such, the currency markets may be the purest way to take a view on the mania of policy makers." More >

Queenston Rejuvenating Gold-Rich Kirkland Lake Mining Camp
Source: Dorothy Kosich, Mineweb  (1/5/12)
"Located in Ontario along the border with Quebec, the Kirkland Lake Gold Camp is believed to host nine greater than one-million-ounce gold deposits." More >

Gold Stocks Complete First Major Bottom Since 2008
Source: Jordan Roy-Byrne, The Daily Gold  (1/5/12)
"In 2011 the gold equities did not crash. They merely digested and consolidated the massive recovery gains from 2009 and 2010. This persistent consolidation has left many scared, frustrated and distrustful of the sector at precisely the wrong time." More >

Why Has Gold Been Down?
Source: Jeff Clark, Casey Research  (1/5/12)
"Stay the course with your precious metals investments, no matter how the short-term picture looks. Gold stocks remain undervalued, and these are turbulent times. They appear to be far from over. Gold remains the #1 asset protector." More >

Why Rising Debt Will Lead to $10,000 Gold
Source: Nick Barisheff, Bullion Management Group  (1/5/12)
"We may not be able to heal the global economic problems of government debt, but individuals can protect and even increase their wealth through gold ownership." More >

Will Natural Gas Rebound This Year?
Source: Zacks Equity Research  (1/5/12)
"Low-cost producers will get the best results when natural gas finally rallies and will stay afloat the longest if prices stay low." More >

Energy Stocks Gushing with Growth
Source: Tracey Ryniec, Zacks Investment Research  (1/5/12)
"2011 was a tough year for many of the energy stocks, especially the smaller explorers. Are exploration stocks about to bust out of the doghouse?" More >

Go to Market, Not the Vault, for Gold Bargains: David Baker
Source: Brian Sylvester of The Gold Report   (1/4/12)
Baker Steel Capital trades on its analysts' "intellectual capital and technical expertise" when it comes to knowing when and where to invest. Right now, its funds favor equities over the physical gold market. The lion's share of those equities are companies exploring and producing in Africa, where careful risk management can bring high returns, says Baker Steel Capital Managing Partner David Baker in this exclusive Gold Report interview. More >

Weak Dollar and Physical Demand Could Support Gold
Source: Ben Traynor, BullionVault  (1/4/12)
"'Gold may not be a safe haven in financial turmoil,but it does seem to function as a safe haven against real-world geopolitical risks.'" More >

Case for Sustained $100 Oil
Source: Frank Holmes, U.S. Global Investors  (1/4/12)
"Last year's unrest demonstrated how major oil-producing regions can significantly affect oil prices. The story is likely to continue into the new year." More >

Top Five Energy Mutual Funds
Source: Zacks Investment Research  (1/4/12)
"Energy mutual funds are a superior option for forays into the industry as they reduce risks involved by holding widely diversified portfolios." More >

Foreign Funding Ushers in a New Era of Profit Opportunities for US Gas Companies
Source: David Zeiler, Money Morning  (1/4/12)
"U.S. natural gas companies have found a convenient new way to boost their profits—by drawing in overseas companies to help fund their development projects." More >

Significant News for Ucore
Source: Jeb Handwerger, Gold Stock Trades  (1/4/12)
"'On this announcement, the stock has risen 13% on above average volume.'" More >

Oil Companies Big Winners as US Becomes Net Exporter of Fuel
Source: David Zeiler, Money Morning  (1/4/12)
"The United States has become a net exporter of fuel for the first time in more than 60 years. That simple fact could drive oil company profits for at least the next decade." More >

New Rare Earth Metal Deposits in 2012: Jon Hykawy
Source: Brian Sylvester of The Critical Metals Report  (1/3/12)
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year. More >

Should We Be Worried About Iran?
Source: David Zeiler, Money Morning  (1/3/12)
"If the Iranian government makes good on its recent threats to stop oil shipments through the Strait of Hormuz, oil prices would shoot up within hours and the price of gasoline in the U.S. would rise by $1 a gallon." More >

Finding Profits in Volatile Energy Markets: Nav Malik
Source: George Mack of The Energy Report  (1/3/12)
Fishing for value is no easy task in a stormy economy, but investors can still come up with a profitable catch. Oil and gas analyst Nav Malik of Octagon Capital uses due diligence to identify select value plays with great growth potential. In this exclusive interview with The Energy Report, Malik discusses three cream-of-the-crop picks and a hot new play in the United Kingdom's North Sea. More >

Natural Gas Q&A: Lies, Damn Lies, and Statistics
Source: Kent Moors, Money Morning  (1/3/12)
"The Energy Information Administration continues to wrestle with the distinction between reserves and extractable reserves." More >

Dr. Copper Heading Back to School
Source: Geoff Candy, Mineweb  (1/3/12)
"When combined with the financialization of the market and the increased usage of other materials to replace the red metal, the murky nature of Chinese copper demand means the metal's honorary doctorate should probably be rescinded for the time being." More >

Gold and Silver Surge in First Trading Session of 2012
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/3/12)
"In addition to uncertainty in Iran, gold continued to edge higher after the most recent Federal Reserve announcement. The central bank announced it will begin to publish policymakers' projections for its benchmark interest rate on overnight loans, and when officials expect the first rise to occur." More >

Gold Price Forecast 2012: The Impetus for the Mania Phase in Gold
Source: Hubert Moolman  (1/3/12)
"A falling dow, with weak economic conditions, will be the impetus for the next massive rally in gold, just like it was in previous bull markets. A falling and/or weak Dow will in some way represent the diverting of value from stocks to gold." More >

Counting Down Washington's Keystone XL Clock
Source: Meghan Gordon, Platts  (1/3/12)
"The law Congress passed just before Christmas to force a quicker decision on the Keystone XL pipeline gives the Obama administration two choices: approve or deny TransCanada's application by Feb. 21. Or does it?" More >

How Qatar and Russia Just Improved Our Liquefied Natural Gas Prospects
Source: Kent Moors, Money Morning  (1/2/12)
"It may not be on some analysts' radars yet, but this event will likely boost natural gas prices in the United States. And that is something we've been waiting to see for quite some time." More >

2012: The Recognition of the Age of Critical Technology Materials
Source: Jack Lifton, Resource Investor  (1/2/12)
"The rare earths supply frenzy has exposed an irreversible shift in the demand/supply picture for all technology materials." More >