Graphite and Rare Earth Metals for the 21st Century: Jack Lifton
Source: The Critical Metals Report Editors  (2/7/12)
The list of once-obscure metals and minerals that are becoming "strategic" seems to be growing daily. However, population growth and rising living standards in developing countries are driving demand for most raw materials. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how increasing demand and harder-to-mine deposits are raising prices on these essential materials. More >

MLPs—Wall Street's Best-Kept Secret: Yves Siegel
Source: George S. Mack of The Energy Report  (2/7/12)
Despite depressed natural gas prices, investors in master limited partnerships (MLPs) leveraged to natural gas liquids can expect both excellent income and share price appreciation, says Credit Suisse Senior Analyst Yves Siegel. In this exclusive interview with The Energy Report, Siegel discusses his favorite MLPs and their winning formula for double-digit returns. More >

Iran Moves to Speed Up Bill Banning Oil Exports to EU
Source: Aresu Eqbali, Platts  (2/7/12)
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1." More >

The Keystone Delay Won't Stop These Canadian Oil Sands Stocks
Source: Martin Hutchinson, Money Morning  (2/7/12)
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands." More >

The Fed Resumes Printing
Source: Bud Conrad, Casey Research  (2/7/12)
"The gold price is driven by Fed policies and its bias toward printing money rather than defending the dollar's purchasing power." More >

Precious Metals Remain Strong as Greece Nears Deadline
Source: Eric McWhinnie, Wall St. Cheat Sheet  (2/7/12)
"Although the euro is giving a boost to the dollar, gold and silver continue to maintain key support levels." More >

Gold's Journey Continues
Source: Guiseppi Borelli, The Unpunctured Cycle  (2/7/12)
"Gold is the Odysseus of the markets, destined to wander the hinterland of the financial world for years without achieving the deserved safe haven status." More >

Oil and Gas Stock Outlook
Source: Zacks Equity Research  (2/7/12)
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies." More >

Finding Fundamentals Key to Gold Investing: Byron King
Source: Brian Sylvester of The Gold Report  (2/6/12)
The market isn't rewarding fundamentals just yet for precious metal miners, according to Byron King, editor of Daily Resource Hunter, Outstanding Investments and Energy & Scarcity Investor. But in this exclusive interview with The Gold Report, King maps out when rising gold prices will actually lead to rising stock prices for companies with quality projects and solid treasuries. More >

Gold Rollercoaster Heads Yet Lower
Source: Ben Traynor, BullionVault  (2/6/12)
"Gold prices began their downward move on Friday following the publication of better-than-expected U.S. nonfarm jobs data." More >

Was Friday's Price Action in Gold Signaling a Top in the S&P 500?
Source: Chris Vermeulen, The Gold And Oil Guy  (2/6/12)
"Ultimately, the Federal Reserve's most recent announcements have served to help flatten the short end of the yield curve further while providing a launching pad for equities and precious metals." More >

Energy Investing in an Election Year
Source: Kent Moors, Money Morning  (2/6/12)
"Where are energy issues in the pecking order of the policy debate? If we can figure that out, we can better lay out our investment plans for the year, too." More >

Dangerous Times Ahead
Source: Toby Connor, Gold Scents  (2/5/12)
"Gold is almost certainly going to be locked in a very choppy, extended trading range till at least the fall, and probably into next spring, before the next C-wave can breakout to new highs." More >

How to Find the Best Junior Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold  (2/5/12)
"Speculating and investing in the junior gold sector is difficult. It is a far more difficult industry than others and that is why companies continue to struggle and fail even with the luxury of high metal prices." More >

MLPs Overshadowed by Jobs, Stocks and Football
Source: Hinds Howard, MLP HINDSight  (2/5/12)
"This week's underperformance was to be expected, as many MLPs passed through their ex-dates. Data still points in the right direction." More >

Unemployment Rate Drops: Should You Sell Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (2/4/12)
"The decrease in the headline unemployment rate is welcomed, but it does not signal a stable economy. With sluggish economic growth and money-printer-happy policymakers, investors will see a continuation of stimulus programs and deficits." More >

Crude Oil Prices: Traders and Investors Turn to the Dollar and Euro
Source: Sara Nunnally, ETF Daily News  (2/4/12)
"There are a host of factors affecting crude oil prices. Lately, though, it boils down to the value of the dollar. The way things are going, that's not good news." More >

Gold Juniors Poised to Rebound: Joe Mazumdar
Source: Brian Sylvester of The Gold Report  (2/3/12)
Economics and politics. Accretion and repletion. Mergers and acquisitions. Joe Mazumdar, senior mining analyst with Haywood Securities, sees all of these as catalysts for a rebound in the junior gold space in 2012. In this exclusive Gold Report interview, he reveals the names of companies he expects to take off. More >

Precious Metals Dip Following Strong US Jobs News
Source: Ben Traynor, BullionVault  (2/3/12)
"Spot market gold prices slipped back below $1,750/oz while stock markets rallied strongly following the release of better-than-expected U.S. jobs figures on Friday." More >

How Much Gold Is China Really Importing?
Source: Bob Kirtley, SK Options Trading  (2/3/12)
"Who is supplying the additional, yet unrecorded, quantities of gold to the Chinese market? Is it a covert operation with Russia, South America, an African state or indeed any number of the illustrious banks domiciled in the West?" More >

Indian Silver Investment Surges
Source: Shivom Seth, Mineweb  (2/3/12)
"Traders in India were betting big time on silver futures even as retail speculators have ensured that the white metal remains the highest traded commodity on the exchanges." More >

Prospects for Nuclear Power in 2012
Source: Platts Energy Economist  (2/2/12)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state." More >

Liquids-Rich Companies Will Weather the Dry Spell: Luc Mageau
Source: Brian Sylvester of The Energy Report  (2/2/12)
With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices. However, Raymond James Analyst Luc Mageau identifies liquids-rich companies that can create profits with or without a natural gas price rally. In this exclusive interview with The Energy Report, Mageau explains how to use well payout rates to evaluate a company's longer-term cash flow. More >

The Shift to Measuring Wealth in Gold Ounces
Source: Hubert Moolman  (2/2/12)
"The shift from measuring wealth in terms of paper claims (dollars) to gold ounces, and the limited means to increase gold ounces, will change the business and investment world significantly, and will create a massive rush into those opportunities that increase gold ounces." More >

New Study: Shale States Weathering Recession Better than Others
Source: JD Krohn, Energy InDepth  (2/2/12)
"Seven out of the top 10 states surveyed that saw rises in household income during the current recession were states in which oil and natural gas development is a significant contributor to that state’s economy." More >