Streetwise Uranium Articles
Catalysts Give Energy Stocks a Jolt: Jocelyn August
Source: George S. Mack of The Energy Report (8/2/12)
Small- and mid-cap energy stocks respond to big news in big ways. Senior Analyst Jocelyn August of Sagient Research keeps track of events and related share price movements that can shed light on how stocks will perform when new triggers are pulled. In this exclusive interview with The Energy Report, August discusses some of her favorite and not-so-favorite names that could make profits (or losses) for attentive investors.
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Global Conditions Are Conspiring for a Swift Upswing in Uranium Prices
Source: Elliott Gue, ETF Daily News (8/1/12)
"China's insatiable appetite for electricity will continue to drive the nuclear renaissance. Twenty-six nuclear power reactors are under construction on the Mainland, with an additional 51 facilities at some stage of advanced planning."
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For Uranium, an Exit From the Doghouse?
Source: InvestorPlace, Aaron Levitt (7/30/12)
"Things may be looking up for the sector. Rising nuclear plant construction across emerging markets is improving the supply-demand situation. Perhaps more importantly, Japan’s sleeping reactors are starting to wake."
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Energy Agencies: Uranium Supply 'Sufficient for Over 100 Years'
Source: Claire-Louise Isted, Platts (7/26/12)
"The increased resource base has been achieved thanks to a 22% increase in uranium exploration and mine development expenditures between 2008 and 2010, which in 2010 totaled more than $2 billion."
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Nuclear Expansion on Track Despite Fukushima
Source: Reuters, Eric Onstad (7/26/12)
"Strong expansion of nuclear power as a carbon-free energy source in Asia is expected to press ahead despite the Fukushima accident in Japan that soured sentiment in some countries, a benchmark report said on Thursday."
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Small-Cap Energy Stocks Have Hit Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report (7/24/12)
Don't panic, because things can't get much worse. Instead, hold your cards and scout out buying opportunities. This is the strategy Steve Palmer employs at AlphaNorth Asset Management, a small-cap powerhouse with a track record of solid returns. In this exclusive interview with The Energy Report, Palmer gives a quick-and-dirty assessment of resource markets and explains why he now favors energy stocks over precious metals in the current environment.
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Spot Uranium Sleeping Beauties Before the Market Wakes Up: Jeb Handwerger
Source: Peter Byrne of The Energy Report (7/19/12)
Pundits may have closed the book on the so-called nuclear renaissance, but the story is far from over. In this exclusive interview with The Energy Report, Gold Stock Trades Editor Jeb Handwerger names the "sleeping beauties" quietly proving their worth. A new generation of nuclear energy must be part of a diversified happy ending, Handwerger says, but by that time, merger and acquisition activity may have already rewarded the investors who believed in a brighter future. Read on.
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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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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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The Race for Energy Resources Just Got Hotter
Source: Marin Katusa, Casey Research (7/11/12)
"With easy energy resources nearly tapped out, several companies (and countries) are scrambling to try to secure future supplies now, leading to some very interesting deals."
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One Year After Fukishima, It's Time to Buy Uranium Players
Source: G.S. Early, Money Morning (7/11/12)
"The growth story for nuclear power, much like the growth story for oil and natural gas demand, is centered in the emerging markets."
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Uranium: Sleeping Beauty, Awakening Giant
Source: Jeb Handwerger, GoldStockTrades (7/9/12)
"Uranium supply in the U.S. must increase exponentially over the next few years. Utilities want a secure supply of uranium coming from U.S. miners rather than deal with geopolitical risk and resource nationalism in other parts of the world."
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Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol
Source: Brian Sylvester of The Energy Report (7/5/12)
Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview.
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Japan Again Getting Electricity from Nuclear Energy
Source: CNN, Brad Lendon (7/5/12)
"Japan is once again getting electricity from nuclear power after two months as a nuclear-free nation."
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New UK Nuclear Power Plants Could Boost Economy
Source: Dow Jones, Salina Williams (6/26/12)
"The construction of a new fleet of nuclear power plants in the U.K. could boost the economy by five billion pounds a year, said a report published by the Institute for Public Policy Research."
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Japan Gives Nuclear Industry a Reason to Cheer
Source: MarketWatch, Myra Saefong (6/22/12)
"Japan's devastating disasters last year derailed some growth in the nuclear industry worldwide, but demand for uranium is poised to strengthen after the nation that fed doubts over safety approved its first restart of nuclear reactors since the catastrophe."
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Uranium Producers Likely to Benefit from Japan's Return to Nuclear Power
Source: Seeking Alpha, Zvi Bar (6/21/12)
"The decision to restart nuclear power usage follows a deal between political parties that also included a consumption tax increase. The nuclear power restart is still unpopular with many Japanese people, but many industrial businesses have claimed they require the power."
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Japan and US Give Green Light to Nuclear Power
Source: Jeb Handwerger, Gold Stock Trades (6/19/12)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"
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Japan and US Give Green Light to Nuclear Power
Source: Jeb Handwerger, Gold Stock Trades (6/19/12)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"
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Japan Moves Closer to Restarting First Nuclear Reactors Since Tsunami-Driven Meltdowns
Source: The Washington Post, Chico Harlan (6/14/12)
"The nuclear reactor restarts would mark a controversial victory for the central government, which has spent months arguing that Japan needs nuclear power to sustain its fragile economy."
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Fukushima Watch: Next Nuclear Battleground—Utilities' Shareholder Meetings
Source: The Wall Street Journal, Mitsuru Obe (6/13/12)
"With the government inching closer to restarting the first nuclear reactors since last year's Fukushima Daiichi nuclear disaster, a new battleground between Japan's pro- and anti-nuclear camps is emerging: the annual shareholder meetings of the country's big power companies in June."
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Can Japanese Society Survive Without Nuclear Power?
Source: IBTimes (6/11/12)
"No nuclear power, no Japan, at least according to the country's own prime minister. In a televised broadcast to the nation last Friday, Yoshihiko Noda said that if the reactors that previously fed the country's energy grid continued to idle, then 'Japanese society cannot survive.'"
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A Major Uranium Supply Gap Is Looming: Ed Sterck
Source: Padma Nagappan of The Energy Report (6/7/12)
With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.
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Nuclear Power Has a Bright Future: Amir Adnani
Source: Brian Sylvester of The Energy Report (6/5/12)
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
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Nuclear Power the Way Forward: Climate Scientist
Source: The Australian, Michael Owen (6/5/12)
"Barry Brook, the director of climate science at the University of Adelaide's Environment Institute, said the country would have no choice but to embrace nuclear power to meet sustainable energy needs and would focus on next-generation nuclear technology that provided safety, waste and cost benefits."
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