Streetwise Articles
Japan's 2012 Summer Oil Demand for Power to Hit 10-Year High
Source: Takeo Kumagai and Hector Forster, Platts (6/6/12)
"The country's nuclear utilization rates have a direct impact on crude, fuel oil and LNG consumption for thermal power generation."
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Beware of False Claims About Rare Earth Metals: Bob Wolf
Source: Alec Gimurtu, The Critical Metals Report (6/5/12)
Bob Wolf, Alliance LLC vice president, doesn't believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. In this exclusive interview with The Critical Metals Report, Wolf explains why rare earth elements are irreplaceable in many applications and outlines the patenting and permitting hurdles that producers must overcome to realize mine-to-magnet production.
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The One Mineral That Will Advance Our World
Source: Byron King, Penny Sleuth (6/5/12)
"The potential for graphene applications is endless. Cell phones and durable screens aren't the end of it. Battery technology could be immensely enhanced."
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Nuclear Power Has a Bright Future: Amir Adnani
Source: Brian Sylvester of The Energy Report (6/5/12)
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
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Nuclear Power the Way Forward: Climate Scientist
Source: The Australian, Michael Owen (6/5/12)
"Barry Brook, the director of climate science at the University of Adelaide's Environment Institute, said the country would have no choice but to embrace nuclear power to meet sustainable energy needs and would focus on next-generation nuclear technology that provided safety, waste and cost benefits."
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Why I am Currently More Bullish Than Ever on Gold
Source: Jason Hamlin, Gold Stock Bull (6/5/12)
"It can be incredibly difficult to go against the herd. The most successful investors muster the courage to buy when everyone else is selling and sell when everyone else is buying."
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ASCO 2012: Finally, Progress Reported With Targeted Treatments for Lung Cancer
Source: Anette Breindl, BioWorld (6/5/12)
"While breast cancer's pink ribbons have become a cottage industry, many of lung cancer's victims—even if they are nonsmokers—are less enthusiastic about being the face of a disease that many people view as self-inflicted. But several presentations at this year's ASCO meeting suggested that scientists are beginning to make inroads into the disease, which kills more patients than breast, prostate and colorectal cancer combined."
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Have Gold, Silver and Mining Stocks Bottomed?
Source: Chris Vermeulen, The Oil and Gold Guy (6/5/12)
"We are seeing the U.S. Dollar Index futures start to roll over, while gold and silver futures are trying to form bottoms and build consolidation bases. If this is a major top in the dollar, then gold, silver, and gold miners are on sale as we speak."
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Fresh Blood: Juniors that Stand Out Among Recent IPOs
Source: Kip Keen, Mineweb (6/5/12)
"Share price hardly serves as a litmus test to intriguing junior stories. And a few juniors stand out among the latest mineral exploration IPOs in terms of exploration and exploration teams behind them."
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US Mint Coin Sales Rebound in May
Source: MarketWatch, Tatyana Shumsky (6/5/12)
"The Mint sold 53,000 troy ounces of gold American Eagles coins in May, more than double the 20,000 troy ounces sold in April."
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Intermarket Analysis Applied to Gold, Gold Stocks and Bonds
Source: Jordan Roy-Byrne, The Daily Gold (6/5/12)
"The precious metals complex has put in a bottom and an ensuing peak in bonds would not only confirm the bottom but would add fuel to the rebound."
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A Long Case for Coal: Nick Hodge
Source: Nick Hodge, Energy & Capital (6/5/12)
"With natural gas at a 10-year low and facing environmentalist opposition, domestic coal stocks are at their lowest levels in years."
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Who Will Be the Next Key Oil and Gas Supplier?
Source: Tasmin Carlisle, Platts (6/5/12)
"International petroleum companies have found the last frontier for onshore oil and gas exploration, and they are hustling to develop energy infrastructure."
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Study: Fracking Emissions Are 50% Lower than EPA Estimate
Source: Steve Everly, Energy InDepth (6/5/12)
"The bigger story is that these substantially lower emissions estimates demonstrate how committed the industry is to reducing environmental impacts, even without new regulations."
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Forget the Financial Crisis, It's Food You Should Be Worried About
Source: Rick Mills, Ahead of the Herd (6/5/12)
"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen."
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Golden Days Ahead: Dave Kranzler
Source: Peter Byrne of The Gold Report (6/4/12)
Savvy investors and central banks in Asia are accumulating physical gold, the most stable form of value. In an exclusive interview with The Gold Report, Dave Kranzler, founder of Golden Returns Capital, contrarian gold investor and newsletter writer, shares his investment outlook and explains what he looks for when investing in gold miners poised to profit from economic turbulence.
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Royalty Firms Could Spur Junior Miner Deal Bonanza
Source: Reuters, Euan Rocha (6/4/12)
"With the recent pullback in precious metal prices and slumping stock markets, royalty firms could be the saviors for small and mid-tier miners who are eager to grow but strapped for capital."
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Hong Kong-China Gold Imports Hit Record
Source: Financial Times, Leslie Hook (6/4/12)
"China's gold imports from Hong Kong, a proxy for overseas buying, set a record in November for the fifth consecutive month as demand from the world's largest gold consumer continued to defy expectations."
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China to Impose Rare Earth Tax
Source: Shivom Seth, Mineweb (6/4/12)
"China is looking to tightly control the sale and production of rare earth minerals by instituting a new tax, even as it pursues a national rare earth reserve to stabilize prices."
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It's Time to Take Advantage of the REE Dip
Source: Carl Delfeld, ETF Daily News (6/4/12)
"I believe it's time to take advantage of this sharp pullback and make a value-driven move on rare earth stocks."
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EU Policy Makers Urged to Tap into REE Supplies
Source: Rare Earth Investing News, Adam Currie (6/4/12)
"Rare earth metals in European and Nordic countries have the potential to save the region's automobile and electronics industries from uncertain imports and predesignated quotas."
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Worst. May. Ever.
Source: Hinds Howard, MLP HINDSight (6/4/12)
"Not many MLPs were immune to this value destruction, so these stats might help you realize that if your portfolio was only down 5% including distributions, you have chosen wisely."
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Italian Gov't Plans to Amend 2010 Offshore Oil and Gas Drilling Ban: Senator
Source: Alina Trabattoni, Platts (6/4/12)
"The planned changes would aim to boost local production of oil and gas, which has declined at a time when energy imports have become increasingly costly and vulnerable to disruption."
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Autologous Immunotherapy Updates at ASCO Further Define Antitumor Immune Responses
Source: Patricia Dimond, Genetic Engineering and Biotechnology News (6/4/12)
"Accumulating clinical and immunologic evidence presented at this year's ASCO meeting moved autologous cancer therapeutics further toward meeting the need for less-toxic therapies."
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Major Improvement in Gold's Interim Outlook
Source: Clif Droke (6/3/12)
"The 10-month price oscillator for gold, which measures how overbought or oversold gold is, registered its first 'oversold' reading since the bottom of the credit crisis in late 2008."
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