Analyst: Low Demand Growth Driving Energy Market Shift

Source: Grounded, Taylor Kuykendall (8/21/12)

"The coal industry has taken a beating from cheaper natural gas and environmental regulations, but an overall lack of new demand for electricity is also slicing into the electricity market."

Grounded, Taylor Kuykendall

The coal industry has taken a beating from cheaper natural gas and environmental regulations, but an overall lack of new demand for electricity is also slicing into the electricity market, a new analysis states.

Wood Mackenzie, a company that analyzes world energy and metals markets, recently released "A Lost Decade of Demand Growth." The report highlights radical changes in demand growth projections and how that is "transforming the future of the power industry and complicating strategic and operational choices."

"On one hand, the gas industry has witnessed a dramatic change with the advent of new shale gas resources and their generous supply of low cost natural gas for the power sector," said Prajit Ghosh, senior analyst for North American Power Research at Wood Mackenzie said in an announcement of the report. "The abundance of low cost gas supplies has transformed the supply side of the equation for the power sector, driving tight competition between coal and gas generators, and contributing to premature coal-fired plant retirement decisions.". . .View Full Article

'Breaking Up Can Be Good for You': Money Manager Offers Updates from Five Resource Companies
Source: Adrian Day for Streetwise Reports (10/21/2020)

Money manager Adrian Day reviews major developments at two companies, which he believes "should be very beneficial," and updates developments at several juniors, noting "some very strong buys."

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

'Strong Finish' to 2019 for Miner, 'Dividend Beat Expectation'
Source: Streetwise Reports (02/27/2020)

Last year's performance by Glencore International is summarized in a BMO Capital Markets report.

Diversified Miner Must Accelerate Q4/18 Production to Achieve Guidance
Source: Streetwise Reports (10/31/2018)

A BMO Capital Markets report reviewed this multinational company's Q3/18 numbers and Q4/18 outlook.

How Investors at the California Capital Conference Picked the Next Top Small-Cap Companies
Source: Staff of The Gold Report (12/07/2015)

The California Capital Conference brought 18 companies and 20 professional investors together in the beautiful Napa Valley at the end of November for a series of one-on-one meetings that resulted in insights that just can't be found on company websites.

Can Coal Endure Competition, Anti-Carbon Lobby?
Source: Zacks Equity Research (11/17/2014)

"The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already."

How is Doug Casey Preparing for a Crisis Worse than 2008? He and His Fellow Millionaires Are Getting Back to Basics
Source: JT Long of The Mining Report (09/02/2014)

Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value.

Energy Independence: Financial Fact or Political Fiction?
Source: JT Long of The Energy Report (07/03/2014)

including Energy Independence: Financial Fact or Political Fiction?

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet
Source: Tom Armistead of The Mining Report (12/03/2013)

including Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet.