Forget the Financial Crisis, It's Food You Should Be Worried About
Source: Rick Mills, Ahead of the Herd  (6/5/12)
"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen." More >

Uranium Is a Deep-Value Sector: Alka Singh
Source: George S. Mack of The Energy Report  (5/24/12)

Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon. More >

Science Is the Center of GOP/Obama's Latest Uranium Mining Battle
Source: Dorothy Kosich, Mineweb  (5/24/12)
"The House Natural Resources Committee Chairman Rob Bishop said federal agencies 'grossly overestimated' the impacts of uranium mining to justify a 20-year ban on new uranium development on 1M acres in northern Arizona." More >

Britain's Energy Plan Will Add to Nuclear Capacity
Source: New York Times, Stephen Castle  (5/23/12)
"Britain's proposals would guarantee prices for low-carbon electricity and pay producers for backup supplies when renewable sources like wind power fail to meet demand. More >

Japanese Power-Cut Alert Sparks Fears of Nuclear Comeback
Source: Irish Times.com, David McNeill  (5/16/12)
"Millions of Japanese homes are bracing for a long, hot summer after Japan's government warned a shortage of electricity generation could lead to mandatory power cuts." More >

Spot Uranium Prices Should Bottom in 2012: Scotiabank's Mohr
Source: Dorothy Kosich, Mineweb   (5/11/12)
"Scotiabank economist Patricia Mohr says the pullback in commodity prices remains relatively mild with signs pointing to a rebound this month." More >

Canada's Deal with China Could Produce a Boom in Uranium Explorers
Source: Jeb Handwerger, Gold Stock Trades  (5/10/12)
"Cameco and Rio Tinto are predicting a supply shortage within 18 months. The last time this happened the uranium spot price rose to $138/lb." More >

Small Uranium Equities Tempt Major Players: Rob Chang
Source: George S. Mack of The Energy Report  (5/8/12)
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers. More >

India's New Uranium Operation Could Host One of World's Largest Reserves
Source: Shivom Seth, Mineweb  (4/30/12)
"For a country that has been importing uranium to fuel its nuclear power plants from across the world, the commissioning of the mine has been hailed as a significant step to help fill the void." More >

Nuclear Energy Accidents May Become a Thing of the Past
Source: Forbes, Ken Silverstein  (4/18/12)
"Thorium proponents suggest that molten salt reactors that burn such fuels won't meltdown because, unlike today's high-pressured units, they are low pressured." More >

Denison Mines, Energy Fuels to Merge into Leading Pure U.S. Uranium Producer
Source: Dorothy Kosich, Mineweb  (4/17/12)
"Energy Fuels and Denison Mines have entered into CA$106 million all-stock transaction which allows Energy Fuels to acquire all of Denison's U.S. mining assets and operations." More >

Big Picture, Small Cap Investing: Jim Letourneau
Source: Zig Lambo of The Energy Report  (4/3/12)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks. More >

Energy Metals Bonanza: Chris Berry
Source: Brian Sylvester of The Energy Report  (3/27/12)
It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium. More >

Nuclear Back on Track After Fukushima 'Speed Bump'
Source: Bloomberg, Yuriy Humber, Sangim Han and Shinhye Kang   (3/26/12)
"Twelve months after the Fukushima nuclear disaster, industry players say it is almost back to business as usual." More >

Next-Generation Nuclear Power: Thomas Drolet
Source: Brian Sylvester of The Energy Report  (3/22/12)
Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it. More >

Uranium Stocks Bounce Back on Nuclear Renaissance
Source: Jason Simpkins, Money Morning  (3/21/12)
"Already up as much as 30% from 2011 lows, rising demand for nuclear energy and a dearth of uranium supplies will soon conspire to push companies back to their pre-Fukushima levels." More >

Uranium Markets Evolve: Geordie Mark
Source: George S. Mack of The Energy Report  (3/13/12)
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals. More >

The Nuclear Revival: Mark Lackey
Source: Brian Sylvester of The Energy Report  (3/8/12)
Emerging from the shadow of Fukushima, the nuclear sector is on the cusp of a comeback, according to Mark Lackey, chief investment strategist with Toronto-based Pope & Company. Nuclear plants have been reopened, and as many as 200 new plants worldwide are scheduled to come online. At the same time, uranium supply shortages loom on the horizon, making for bullish fundamentals for uranium miners. Lackey's faith in the coal sectors also burns brightly. He reveals his favorites in both sectors in this exclusive Energy Report interview. More >

Nuclear Power Is on an Upswing: Jeb Handwerger
Source: George S. Mack of The Energy Report  (3/1/12)
Despite the Fukushima setback of last March, nuclear power is not a dinosaur industry of the past, according to Jeb Handwerger, editor of Gold Stock Trades. In fact, he believes the world is reawakening to the need for nuclear power generation, which demands increasing amounts of uranium. The big-percentage returns on uranium will come from the near term U.S. domestic producers and junior exploration companies in the Athabasca Basin, and in this exclusive interview with The Energy Report, Handwerger shares his favorite names that could return huge multiples. More >

NMA, Nuclear Energy Institute Challenge 1M-Acre Grand Canyon Mining Ban
Source: Dorothy Kosich, Mineweb  (2/28/12)
"The National Mining Association and the National Energy Institute have sued federal agencies to try to rescind the withdrawal of lands near the Grand Canyon National Park from mining activities." More >

Do Rising Uranium Mining Stocks Forecast a Supply Shortfall?
Source: Jeb Handwerger, Gold Stock Trades  (2/27/12)
"Despite the phoenix-like rise, uranium investors should not rush to take their nuclear chips off the table—this is just the beginning." More >

The Who, What and Where of Energy Investing: James West
Source: Brian Sylvester of The Energy Report  (2/23/12)
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report. More >

Energy Investing in Saskatchewan: Tom MacNeill
Source: Brian Sylvester of The Energy Report  (2/21/12)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. More >

Bailouts Benefitting Gold, Silver, Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades  (2/21/12)
"We feel that it is only a matter of time before the precious metal miners themselves participate in reflecting the burgeoning mining bull market." More >

Why Not Thorium?
Source: Marin Katusa, Casey Research  (2/14/12)
"As proponents of the underdog fuel will happily tell you, thorium is more abundant than uranium, is not fissile on its own (which means reactions can be stopped when necessary), produces waste products that are less radioactive and generates more energy per ton." More >