Oil Supply and Demand Outlook Remains Favorable for Producers
Source: Elliott Gue, ETF Daily News   (5/2/12)
"Elevated oil prices have little to do with speculation: A tight supply-demand balance ensures that oil prices have ample support." More >

Good Policy, Good Profits in Natural Gas
Source: James Baldwin, Money Morning  (5/2/12)
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations." More >

Is Gold the Best Long-Term Investment?
Source: Neena Mishra, Zacks Equity Research  (5/2/12)
"Apart from the loose monetary policies and heightened macroeconomic uncertainty in many parts of the world, there are three main factors that will support gold prices." More >

Rare Earths Miners Race to the Finish Line: Carolyn Dennis
Source: Brian Sylvester of The Critical Metals Report  (5/1/12)
The rare earths business isn't unlike a Formula One race, according to Carolyn Dennis, vice-president and senior analyst with Dundee Capital Markets. Companies are speeding to reach production and find strategic partners to grease the wheels to the finish. While several companies are laps ahead of their competitors, Dennis is watching a few names that could come up from behind. In this exclusive interview with The Critical Metals Report, Dennis discusses which companies could see the checkered flag and reap big profits. More >

Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias
Source: Zig Lambo of The Energy Report  (5/1/12)
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors. More >

Update on the Shale Gas Revolution, Part 1
Source: Ian Madsen, Zacks Investment Research  (5/1/12)
"While it may be cheaper to build gas liquifaction and re-gassification plants, their economics will not overcome the huge price differential of products versus raw gas quickly. This could mean that new LNG plants may not be built, in favor of GTL plants." More >

MLP Index: Worst April Since 2006 Is Still Pretty Good
Source: Hinds Howard, MLP HINDSight  (5/1/12)
"Expect distribution ex-dates and more equity offerings to hold MLPs down further, until a catalyst like commodity prices or positive economic data changes the current environment." More >

Inept Central Bankers Will Keep Long-Term Gold Prices High: Marc Faber
Source: Drew Voros, Hard Assets Investor  (5/1/12)
"Investment fund manager and author of the Gloom, Boom & Doom Report recommends physical over mining stocks and says that worldwide printing of money assures long-term support." More >

Scientific Rationality Aside, Metals Prices Are About to Turn for the Better: Ecclestone
Source: Dorothy Kosich, Mineweb  (5/1/12)
"It may not be a first-order recovery for mining project financing, but there are more than a few reasons to be cheerful in the mining space, Hallgarten's Christopher Ecclestone suggests." More >

Bernanke Has Broken the Dollar Rally
Source: Toby Connor, GoldScents  (5/1/12)
"So far all of the pieces are starting to fall in place to initiate the very early stages of what I think will eventually become another huge momentum move similar to what happened in silver and gold last year." More >

Incentive Distribution Rights Data
Source: Hinds Howard, MLP HINDSight  (5/1/12)
"IDRs are not dead. In fact, of the last 10 MLP IPOs, nine had IDRs, including 100% of the last 10 midstream IPOs." More >

A Defensive Portfolio Is the Best Offense: Paolo Lostritto
Source: Brian Sylvester of The Gold Report  (4/30/12)
Paolo Lostritto, mining equity research analyst with National Bank Financial, attributes development companies' current struggles to both the recent trend for capital and operating cost increases and to the European sovereign debt crisis. But there are opportunities as long as investors look for companies with free-cash-flow growth and solid balance sheets. In this exclusive Gold Report interview, Lostritto shares some names of companies that have these attributes. More >

Dollar's Slide Fuels QE Speculation
Source: Ben Traynor, BullionVault  (4/30/12)
"The dollar's slide was compounded on Friday after preliminary gross domestic product data showed the U.S. economy had slowed by more than expected in Q112, leading to speculation that the Fed might embark on a third round of quantitative easing." More >

A Return to Real Money
Source: Rick Mills, Ahead of the Herd  (4/30/12)
"There is no doubt that the Fed is, first and foremost, looking out for the special interests of its shareholders, the banks, insurance companies and securities firms." More >

Europe's Gold Miners Getting Their Hands Dirty Again
Source: Geoff Candy, Mineweb  (4/30/12)
"With the entire Eurozone feeling the pinch of austerity measures and jobs in scarce supply, put-upon politicians are looking increasingly favorably on industries that can provide employment, including mining." More >

Rare Earths Riches Could Give Canada Competitive, Political Advantages
Source: Dorothy Kosich, Mineweb  (4/30/12)
"Canada's REE richness could transform it from being the U.S.'s unassuming neighbor into a powerhouse in terms of political leverage and influence, the Canadian Chamber of Commerce suggests." More >

It Takes More Than Being a China Hawk to Produce Rare Earth Metals
Source: Foreign Policy, Steve LeVine  (4/30/12)
"Continued delays to developing REE projects show that there will be more to establishing a balanced rare earths supply than mere anti-Chinese rhetoric." More >

An Impasse in the Iran Crisis
Source: Kent Moors, Oil & Energy Investor  (4/30/12)
"Official Tehran continues to convey an impression that the sanctions are having no effect on either Iran's ability to sell its crude or entice foreign companies to enter into projects. However, the arguments are ringing hollow." More >

India's New Uranium Operation Could Host One of World's Largest Reserves
Source: Shivom Seth, Mineweb  (4/30/12)
"For a country that has been importing uranium to fuel its nuclear power plants from across the world, the commissioning of the mine has been hailed as a significant step to help fill the void." More >

Iran's Customers Start to Drift Away as Oil Sanctions Loom
Source: Margaret McQuaile, Platts  (4/30/12)
"E.U. and U.S. sanctions targeting Iran's oil export revenues have yet to come fully into force but have already led countries and companies to take steps to reduce their purchases of crude from the Islamic Republic." More >

Catastrophically Successful Life Extension
Source: Patrick Cox, The Daily Reckoning  (4/30/12)
"Our lives will be profoundly affected by emerging biotechnologies that will push maximum healthy life spans up much faster and further than ever before." More >

ER Doctors Face Quandary on Painkillers
Source: New York Times, Catherine Saint Louis  (4/30/12)
"The frequent prescription of narcotics in emergency departments for dental pain has been quantified for the first time by research financed by the National Institutes of Health, bringing to light another way opioids get into circulation and contribute to the rampant abuse of painkillers in the United States." More >

Do Central Banks Still Love Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (4/28/12)
"Central banks around the world continue to prepare for currency devaluations by purchasing gold." More >

The Top LNG Export Projects in Canada
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (4/28/12)
"Shipping LNG to Asia is not just a great opportunity for Canadian producers, it's a necessity. U.S. gas production is expected to stay strong—and prices low—for years." More >

Invest in Africa Now: Nana Sangmuah
Source: Brian Sylvester of The Gold Report  (4/27/12)
Last year, Africa was the region that witnessed the strongest growth in gold-mining operations. In an exclusive interview with The Gold Report, Nana Sangmuah, managing director of research with Toronto-based Clarus Securities, expects that trend to continue and suggests some immediate smart investments in Ghana, Mali, Liberia and the Democratic Republic of the Congo. More >