Streetwise Uranium Articles
RCR Research on the Uranium Sector
Source: Fortbridge (3/31/11)
"Uranium market to be buoyed by solid fundamentals mid to long term. Any impact from Japan on the contract price is expected to be temporary"
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Go Nuclear: Buy Japan, Uranium Stocks
Source: Forbes, Gabriel Wisdom (3/29/11)
"Here comes M&A in a big way for uranium stocks. . ."
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U.S. Tightens Nuclear Safety Measures
Source: Xinhua (3/28/11)
"Japan's nuclear crisis has U.S. officials scrambling."
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Uranium Stocks' Rebound Mirrors Dramatic Drop
Source: MarketWatch, Sue Chang (3/24/11)
"The current situation is a buying opportunity for uranium producers."
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John Pugsley: Japan Crisis Is Not the End of Nuclear Power
Source: Zig Lambo of The Energy Report (3/24/11)
John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan.
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Rick Rule: Silver Linings
Source: The Energy Report (3/24/11)
If the clouds of crisis enveloping Japan, the Middle East and North Africa hold any silver linings, they may be in the form of opportunity for resource investors, particularly in the uranium, oil, natural gas and alternative energy sectors—at least that's how Rick Rule sees it. The widely known and well-respected founder of Global Resource Investments returned to cyberspace this week for a webcast wherein he explored some of the investment implications of these recent crises. In this Energy Report exclusive, Rick shares his insights and investment ideas.
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Italy Freezes Its Nuclear Plan
Source: NPR, Sylvia Poggioli (3/23/11)
"Upcoming elections prompt conservative government to slow its push to re-introduce nuclear power."
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Mickey Fulp: Double or Nothing
Source: Karen Roche of The Gold Report (3/21/11)
In this exclusive interview with The Gold Report, Mercenary Geologist Mickey Fulp touches on wide-ranging topics from the coming correction in gold to the criteria he uses to evaluate the "best of the best" stocks that he presents in his periodic Musings. Among them—if he can't see a double within 12 months, Mickey will walk on by.
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Why I Remain a Uranium Bull
Source: Mickey Fulp, Mercenary Geologist (3/21/11)
"We desperately need a viable domestic uranium industry."
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Europe Split on Nuclear Power Debate
Source: Wall Street Journal, Sean Carney (3/21/11)
"The EU's choice of how to produce electricity lies in the hands of member states."
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If It Bleeds, It Leads
Source: Richard (Rick) Mills, AheadOfTheHerd (3/20/11)
"None of what's happening in Japan amounts to another Chernobyl. . ."
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Excellent Opportunities in Nuclear & Uranium Stocks
Source: Jeb Handwerger, Gold Stock Trades (3/20/11)
"One needs to separate fact from fiction in one-sided Fukushima reactor coverage."
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Alka Singh: Uranium Future Intact
Source: JT Long of The Energy Report (3/17/11)
Even in the face of problems at Japan's Fukushima Dai-Ichi nuclear reactor following a massive earthquake and tsunami, Jennings Capital Mining Analyst Alka Singh takes a positive long-term view on uranium prices. In this exclusive interview with The Energy Report, Alka explains why uranium demand will increase globally in the next two years and offers a few companies poised to capitalize on that need.
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Electricity Being Restored at Fukushima
Source: Forbes, Osha Davidson (3/17/11)
"New electric power line is being connected to Fukushima reactor #2."
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Uranium Industry Will Survive Japan Crisis
Source: Uranium Investing News, Melissa Pistilli (3/17/11)
"Today's new reactors are much safer than those at Fukushima."
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Obama Seeks to Expand Loan Guarantees for Reactors
Source: Bloomberg, Simon Lomax (3/16/11)
"U.S. nuclear plants are subject to constant monitoring and oversight.'"
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Wyoming Uranium Industry Shrugs off Crisis
Source: Casper Star-Tribune, Jeremy Fugleberg (3/16/11)
"Demand to remain strong for companies operating in the home of the largest uranium deposits in the U.S."
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Bob Moriarty: Food Is Fuel
Source: Karen Roche of The Energy Report (3/15/11)
How is the bowl of Wheaties you ate this morning linked to a barrel of oil? In this exclusive interview with The Energy Report, Bob Moriarty, founder of 321energy.com, explains why the cost of producing food is directly correlated to fuel and picks which companies are poised to benefit from the rising value of potash.
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Japan Officials: Nuclear Leaks Now Dangerous; Stay Inside
Source: Christian Science Monitor (3/15/11)
"Nuclear crisis' severity ranks between Three Mile Island and Chernobyl."
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Siddharth Rajeev: Undiscovered Energy Gems Sparkle
Source: Brian Sylvester of The Energy Report (3/10/11)
As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report.
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Rob Chang: Nuclear Power Growth Is Inevitable
Source: George Mack of The Energy Report (3/1/11)
Long-term demand growth for uranium is a global story, with China expected to far exceed any other single nation in new nuclear plant construction over the next decade. Versant Partners Analyst Rob Chang looks for equity ideas that investors can play to leverage these growing requirements for uranium fuel. In this exclusive interview with The Energy Report, Rob highlights some interesting companies.
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France Aims to Streamline, Unify Nuclear Industry
Source: Reuters, Marie Maitre and Emmanuel Jarry (2/21/11)
"Another effort to put behind public disputes between Areva's and EDF's heads."
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DOI Looking to Ban Mining Near Grand Canyon
Source: Mineweb, Dorothy Kosich (2/18/11)
"Proposed withdraw encompasses one million acres near the Grand Canyon."
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Ed Sterck: Spare Cash? Park It in Uranium
Source: Brian Sylvester of The Energy Report (2/17/11)
BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on to find out which companies Ed likes in this exclusive interview with The Energy Report.
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China Enters Race to Develop Nuclear Energy from Thorium
Source: The Guardian (2/16/11)
"Project aims not only to develop technology, but to secure intellectual property rights."
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