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 >

Prospects for Nuclear Power in 2012
Source: Platts Energy Economist  (2/2/12)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state." More >

January Was a Good Month for Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades  (2/1/12)
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news." More >

Warren Buffett's Renewable Energy Investment
Source: Jeff Siegel, Energy & Capital  (1/30/12)
"With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies." More >

Is Nuclear Power Safe Yet?
Source: David Gillie, ETF Daily News  (1/23/12)
"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource." More >

Nuclear Energy Markets Tighten: Edward Sterck
Source: Zig Lambo of The Energy Report  (1/19/12)
Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack. More >

Nuclear Energy's (Growing) Rebound Potential
Source: Kent Moors, Money Morning  (1/16/12)
"All told, despite the political and environmental moves to end nuclear power, the global increase in reactors was inevitable. According to Sergei Kiriyenko, head of Russia's state atomic energy company, the number of plants worldwide will double in the next 20 years." 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 >

Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors  (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources." More >

Year in Review: Long-Term Uranium Stock Prospects Trend Higher
Source: The Energy Report Editors  (12/22/11)
At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector. More >

Australian Uranium Exports to India Gather Steam
Source: Shivom Seth, Mineweb  (12/14/11)
"With the Australian governing Labor party having voted to overturn its long-standing ban on exporting uranium to India, the nation's strategic ties with India are set to benefit." More >

The Uranium Industry Is Alive and Well: David Talbot
Source: George Mack of The Energy Report  (12/13/11)
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas. More >

Why the Smart Guys Are Buying Uranium Miners
Source: Jeb Handwerger, Gold Stock Trades  (12/13/11)
"Russia and the U.S. have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally. Our ongoing faith in nuclear energy's future continues to be upheld." More >

Four Small-Cap Energy Stocks to Watch: Josh Young
Source: Zig Lambo of The Energy Report  (12/8/11)
Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long. More >

Top-Rated Energy Investing Advice Revisited
Source: The Editors, The Energy Report  (11/22/11)
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years. More >

Geordie Mark: Coal and Uranium Generate Heat
Source: Brian Sylvester of The Energy Report  (11/15/11)
From fossil fuels to fission, growing global demand for power generation offers investment opportunities. Thermal coal is heating up and the uranium junior mining sector is set for development and a wave of consolidation. Geordie Mark, mining analyst with Haywood Securities in Vancouver, shares his thoughts in this exclusive Energy Report interview. More >