Streetwise Articles
China's Appetite for Oil Imports Increases
Source: UPI (8/15/11)
"China's dependence on imported oil grew to 55.2%. Its growing need for imported oil poses a threat to the country's energy security, analysts say."
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Sector Snap: Energy
Source: Bloomberg Businessweek (8/15/11)
"Oil jumped to the highest level in more than a week."
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Security Industry: Bright Light for Fuel Cell Market
Source: UPI (8/15/11)
"The military fuel cell market is expected to grow to a $1.2B industry segment by 2017."
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Gov't Panel: Fracking Chemicals Should Be Revealed
Source: Associated Press (8/15/11)
"There's little risk that the chemicals injected thousands of feet underground will ever reach shallow drinking water aquifers."
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Silver Market Update
Source: Clive Maund (8/15/11)
"Silver is believed to be poised for a really strong upleg."
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A Rare Earth Element Opportunity, With Something for Gold Bugs
Source: Seeking Alpha, Justin Dove (8/14/11)
"While this is a very speculative stock, there are some good reasons to watch Rare Element Resources."
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Louis James: Add Gold Stocks During Dip
Source: Brian Sylvester of The Gold Report (8/12/11)
Even with the turmoil in today's markets, Louis James, chief metals and mining investment strategist at Casey Research and the senior editor of International Speculator, Casey Investment Alert and Conversations with Casey, says business really does go on. He stresses that even in the face of what he calls "truly economically suicidal behavior on the parts of world governments," he remains very bullish on precious metals. In this exclusive interview with The Gold Report, James discusses what we can expect for the rest of 2011 and 2012.
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Dumb and Dumber
Source: David and Eric Coffin, HRA Dispatch (8/12/11)
"As Europe were pouring oil on the waters, Washington was busy adding gasoline to the flames. All this drama is not making any markets happy other than those for gold and the Swiss Franc."
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Gold: Not Just for Nutjobs
Source: Zoe Tustain, BullionVault (8/12/11)
"Some assume only western speculators buy gold—either that or paranoid conspiracy theorists preparing for Armageddon. This couldn't be further from the truth."
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What Does Gold's Jump Mean?
Source: Julian Phillips, Gold Forecaster (8/12/11)
"This rise in the gold price has said so much more than simply, 'trading peak.'"
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Gold Market Report
Source: Ben Traynor, BullionVault (8/12/11)
"Stocks and commodities rallied after yesterday's decision by four European regulators to ban short selling."
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Gold Rush Is a Boon for the Refinery Biz
Source: ABC, Ellen Tumposky (8/12/11)
"Refiners, who buy scrap gold from dealers and private owners, are also seeing an upsurge in activity."
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Too Much of a Good Thing Is Not a Good Thing
Source: David Galland, Casey Research (8/12/11)
"While the blowup in China will wreak havoc in world markets, a bright side for gold investors is that the country's rising inflation should help keep the wind in the sails of monetary metal."
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Rare Earth Prices Continue to Squeeze Upwards
Source: Citywire, James Phillipps (8/12/11)
"Rare earth prices are expected to continue to rise over the next two years until new supply lines go live."
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ETF to Watch: Rare Earths (REMX)
Source: ETF Database (8/12/11)
"REMX has been severely beaten down by the market selloff in the past few days, but investors should look for REMX to trade sharply higher."
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Jason Wangler: Williston Basin Stocks are Hot
Source: Zig Lambo of The Energy Report (8/11/11)
The Williston Basin is a hot area of exploration and production that oil and gas analyst Jason Wangler follows from his SunTrust Robinson Humphrey office in Houston. In this exclusive interview with The Energy Report, he shares his thoughts on the near-term prospects for oil and gas demand and prices, and tells us about several attractively priced names with good upside potential from current levels.
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Richard Kelertas: Potash Demand High Through 2013
Source: JT Long of The Energy Report (8/11/11)
Fed by rising food prices and increased fertilizer demand, potash juniors and producers could ride high for the next two-and-a-half years, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he separates the promising prospects from the companies that may not be able to get up to speed before global demand is satisfied.
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Canadian Natural Gas Stocks: Intriguing Plays in a Divided Market
Source: Keith Schaefer, Oil & Gas Investments Bulletin (8/11/11)
"August is one of the best months to buy natural gas stocks; Canadian juniors and intermediates are making good cash flow."
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MLPs: The Place to Be in a Vicious Market
Source: MSN Money, Jim Cramer (8/11/11)
"A portfolio of master limited partnerships that yields roughly 6% is there for the asking."
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Oil Rises on Encouraging U.S. Jobs Report
Source: Associated Press (8/11/11)
"Oil prices rose after positive news about the jobs market."
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A Must-Read Report on Shale Gas
Source: Council on Foreign Relations, Michael Levi (8/11/11)
"Natural Gas Subcommittee notes that opponents' arguments often lack supporting data, do not directly relate to shale drilling 'per se.'"
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Investors to Chase Gold, Abandon Stocks in Next Few Years: Wang Tao
Source: Reuters (8/11/11)
"Investors will abandon stocks and continue to chase gold over the next few years."
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Gold to Rally Through 2012, S&P Says
Source: The Globe and Mail, Frank Byrt (8/11/11)
"Standard & Poor's is recommending gold and gold miners as top investment picks."
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Gold Rush in India Despite Record High Prices
Source: Moneycontrol (8/11/11)
"Record high gold prices have not dented India's demand for the precious metal."
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40 Years After Gold Standard, Bugs Crow
Source: Reuters, Jan Harvey (8/11/11)
"Gold is back, for good."
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