Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report  (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential. More >

This Is Your Energy Entry Point: Mark Lackey
Source: Zig Lambo of The Energy Report  (8/30/12)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off. More >

Cameco Buys BHP Billiton's Yeelirrie Uranium Project for $430M
Source: Dorothy Kosich, Mineweb  (8/27/12)
"Just days after BHP Billiton announced it would mothball more than $60B in expansion projects, the company announced it had signed an agreement to sell its Yeelirrie uranium deposit to Cameco for $430M." More >

Why Uranium Prices Will Spike in 2013: Raymond James
Source: George S. Mack of The Energy Report  (8/23/12)
Analyst David Sadowski of Raymond James sees a lot on the horizon for uranium: a supply shortfall, escalating Asian demand and seasonality, to name just a few. As a former geologist-turned sellside analyst, Sadowski's conviction in uranium's bullish future is rock solid, and he urges investors to get exposure now, as prices in this sector can climb quickly once they're set in motion. In this exclusive interview with The Energy Report, Sadowski shares his favorite names that are set to deliver megawatt-size returns to investors. More >

IAEA Says Nuclear Safety Improving
Source: Swagato Chakravorty, Energy & Capital  (8/17/12)
"The IAEA plan asks that all nuclear nations institute immediate and thorough reviews of all operational plants, especially with a view to their resistance to natural forces." More >

IAEA Sees Strong Interest in Nuclear Power Despite Fukushima
Source: Reuters, Fredrik Dahl  (8/16/12)
"Almost 30 countries are considering or planning to introduce nuclear energy as interest remains strong despite last year's Fukushima accident, the United Nations' atomic agency said." More >

Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot
Source: Zig Lambo of The Energy Report  (8/14/12)
David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish. More >

Nuclear's Worldwide Expansion
Source: Brianna Panzica, Energy & Capital  (8/13/12)
"Nuclear power is cheaper than conventional power. And it has zero emissions." More >

Britain Gives Nuclear Power a Second Chance
Source: New York Times, Stanley Reed  (8/8/12)
"In a turnabout from the late 20th century, the British government is courting the nuclear industry. It wants low-carbon power to aid its goal of reducing greenhouse gas emissions 80% from 1990 levels by 2050." More >

NASA Draws on Nuclear Power for Mars Trek
Source: L.A. Times, W.J. Hennigan  (8/6/12)
"The rover will be powered by an advanced nuclear power system, called the Multi-Mission Radioisotope Thermoelectric Generator." More >

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. More >

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." More >

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." More >

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." More >

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." More >

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. More >

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. More >

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." More >

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." More >

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." More >

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." More >

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." More >

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. More >

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." More >

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." More >