Philip Williams: Uranium to Cross $100 Threshold in 2011
Source: Brian Sylvester of The Energy Report  (2/10/11)
Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. If Philip's right, we're on the cusp of another round of uranium market madness. Read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays. More >

Uranium Mining Focus of Richmond, VA Meeting
Source: Associated Press, Steve Szkotak  (2/9/11)
"Opponents say state doesn't have the resources to oversee the largest uranium deposit in the U.S." More >

Chile, U.S. to Sign Nuclear Pact
Source: Latin American Herald  (1/31/11)
"Goal is to institutionalize cooperation, train engineers." More >

Nuclear Plants to Hire 50K in Next Five Years
Source: The Herald-Times, Charlie Mathews  (1/31/11)
"Personnel demand is powering up after over two decades of dormancy." More >

Marshall Auerback: Decoding Energy Investment
Source: Brian Sylvester of The Energy Report  (1/27/11)
Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas. More >

Nuclear Part of U.S. Clean Energy Future
Source: World Nuclear News  (1/27/11)
"Instead of subsidizing yesterday's energy, let's invest in tomorrow's." More >

David Talbot: This Time, Uranium Demand Is for Real
Source: George Mack of The Energy Report  (1/25/11)
Mining Analyst David Talbot of Toronto, Ontario-based Dundee Securities, sees demand for uranium rising far into the future. He points to the extraordinary buildout of infrastructure in India, Russia and especially China, where the number of reactors currently under construction could triple the number already in use, and where growth could increase 14- to 15-fold a decade from now. Dave shares his extensive knowledge and field experience with The Energy Report and leaves readers with a few interesting ideas that present tremendous potential for growth. More >

S. Korea Mulls Over Denuclearization Talks with DPRK
Source: Xinhua News  (1/24/11)
"S. Korea accepted DPRK's proposal to hold inter-Korean military talks." More >

French Company Designs Underwater Nuclear Plant
Source: International Business Times, Jesse Emspak  (1/24/11)
"Demand for smaller, cheaper reactors where infrastructure is minimal prompts underwater innovation." More >

Uranium Report 2011
Source: Richard (Rick) Mills, Ahead of the Herd  (1/24/11)
"The electricity needed to replace fossil fuels will have to come from nuclear generation." More >

James West: The Revolution in Energy Investments
Source: Alan Trujillo for The Energy Report  (1/20/11)
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential. More >

Rendezvous Date for Junior U308 Miners in Wyoming
Source: Jeb Handwerger, Gold Stock Trades  (1/18/11)
"Russia has taken possession of rich American uranium assets." More >

France Angles for Nuclear Deals in U.A.E.
Source: The National, April Yee  (1/18/11)
"U.A.E. debates adding nuclear power to a mostly fossil fuels energy mix." More >

Mark Lackey: Bright Future for Uranium?
Source: Brian Sylvester of The Energy Report  (1/13/11)
Mark Lackey, with Toronto-based financial services company Pope & Co., admits he's in the minority. He believes the Street is too optimistic about production in Saskatchewan and Kazakhstan heading off a uranium shortage. In this exclusive interview with The Energy Report, Mark explains why he believes Cigar Lake won't save the day and why uranium could hit $100 a pound. More >

The Must-Have Commodity for 2011: Uranium
Source: Motley Fool, Mike Pienciak  (1/13/11)
"Uranium producers are the most direct play on rising demand." More >

Robert Gates Tours China Nuclear Warfare Headquarters
Source: BBC News  (1/13/11)
"Beijing froze military ties last year because of U.S. arms sales to Taiwan." More >

Analysts: China's Uranium Announcement Overblown
Source: Mining Weekly, Matthew Hill  (1/5/11)
"No 'breakthrough' in China's uranium reprocessing capabilities." More >

Clean Energy Neck and Neck to Nuclear
Source: Earth Techling, Susan DeFreitas  (1/5/11)
"Non-hydro renewables expanded by a combined 11.5%." More >

Richard Kang: ETFs Are Active Investors' Weapon of Choice
Source: Brian Sylvester of The Energy Report   (1/4/11)
Small boutique firms are finding new ways to slice ETFs up and repackage them for investors who are taking an active approach to their investment funds, not simply buying and holding them. Richard Kang, CIO and director of research for New York-based Emerging Global Advisors, specializes in ETFs and says liquidity and more choices are responsible for record amounts of cash flowing into ETFs. In this Energy Report exclusive, Richard talks about his funds and some reasons niche ETFs are changing the investment landscape. More >

Climate Change, Renewables and Grain Ethanol: A Year-End Dose of Reality
Source: Intelligent Energy, Paul Mauldin  (12/27/10)
"Coal remains the chief fuel for the next 25 years. . ." More >

Alka Singh: Uranium Is Still a Growth Industry
Source: George Mack and Karen Roche of The Energy Report   (12/21/10)
Though just a year ago the uranium sector was considered stalled and possibly moribund, Rodman & Renshaw Senior Analyst Alka Singh finds undervalued stocks for her clientele that includes both small and large institutional investors. In this exclusive interview with The Energy Report, Alka generously shares some names for growth that investors might consider to take advantage of burgeoning energy demand that will surely include nuclear power plants all over the world. More >

Bruno del Ama: Smart Money Flocking to Uranium
Source: Brian Sylvester of The Energy Report  (11/23/10)
Gold has dominated a lot of headlines lately, so when Bruno del Ama of Global X Funds launched an exchange traded fund (ETF) focusing on the precious metal and another on uranium, he was confident about which one would set off at a sprint. Yet surprisingly, sales of the Global X Uranium ETF have reached $65 million since its launch on Nov. 4, making it one of the most successful ETFs this year. In this exclusive interview with The Energy Report, Bruno discusses why the smart money is chasing uranium. More >

Marin Katusa Values Viable Technologies and Leadership
Source: Karen Roche of The Energy Report  (11/4/10)
Casey Energy Opportunities Senior Editor Marin Katusa shares his perspectives and predictions on the direction in which the energy sector is headed—from popular green alternatives like geothermal, run-of-river hydro and natural gas to the oil sector all the way to the less-popular, but very viable, uranium sector. The Energy Report caught up with Marin at the New Orleans Investment Conference for this exclusive interview. More >

Geordie Mark: Uranium and Mining Stocks Recovering
Source: George Mack and Karen Roche of The Energy Report  (10/28/10)
Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now in a cautious recovery mode from multiyear lows, Haywood Securities Senior Analyst Geordie Mark says a rising uranium price is the driver for select mining companies. In this exclusive interview with The Energy Report, Geordie discusses uranium demand and brings some specific ideas to the table for investors. More >

Mickey Fulp: Hard Rock Geologist
Source: Karen Roche of The Energy Report  (10/19/10)
Some analysts talk the talk, but Mercenary Geologist Mickey Fulp walks the walk and kicks the rocks to find undervalued mining stocks. In this exclusive interview with The Energy Report, Mickey forecasts a continuing uptrend in the uranium price and weeds out the true rare earth contenders in a market full of pretenders. More >