Cameco Signs Landmark Kintyre Uranium Deposit Development Agreement
Source: Dorothy Kosich, Mineweb  (10/12/12)
"But as CEO Tim Gitzel told analysts last July, 'We need more price, or more pounds, or hopefully both' to develop the project." More >

Fresh MLP All-Time Highs Again
Source: Hinds Howard, MLP HINDSight  (10/11/12)
"MLPs closed this week at brand new all-time highs after gaining another 2.3% this week, outpacing a big week from the S&P 500 (+1.5%)." More >

Hydraulic Fracturing and Water Use: Get the Facts
Source: Dana Bohan, Energy InDepth  (10/11/12)
"Given that large portions of our nation are facing serious drought conditions, there are justifiable concerns about our water supply. To fully understand this issue, it's important to analyze real-world data relating to water consumption." More >

Energy Investment Is an International Adventure: Darrell Bishop
Source: Alec Gimurtu of The Energy Report  (10/11/12)
Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it all. More >

Six Treacherous Biofuels Crevasses, Six Guides to Steer You
Source: Jim Lane, Biofuels Digest  (10/11/12)
"Six major policy decisions and issues await the U.S. elections. What chasms must companies cross, and how might it shape technology, grants or source crops in the industry?" More >

Fertilizer Could Power Quebec
Source: The Canadian Press  (10/10/12)
"Workers in Becancour, Quebec who are facing the imminent closure of a nuclear power plant, may soon find new jobs." More >

US Power Demand Will Cause 'Daily Volatility' in Natural Gas Flows: TransCanada
Source: Platts  (10/10/12)
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services." More >

Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky
Source: Zig Lambo of The Energy Report  (10/9/12)
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well. More >

Iran's Currency Collapse Has All the Markings of a Full-Blown Crisis
Source: Kent Moors, Money Morning   (10/9/12)
"Oil sanctions and ever-tighter restrictions to international banking have had a devastating impact on the rial, Iran's currency. Riots have begun and its economy is unraveling." More >

EU Backs Away from Stricter Offshore Oil, Gas Rules: MEPs
Source: Jane Morecroft and Kimberly Peterson, Platts  (10/9/12)
"The energy committee voted to switch from a detailed, technical regulation to a more flexible directive that will allow countries to adapt the rules to existing systems." More >

New Technique Reveals Lithium in Action
Source: R&D, David Chandler  (10/8/12)
"This new method for studying the reactions of such batteries in detail could help researchers in their quest to design better batteries." More >

The Solar Silver Thrust
Source: Jeff Clark, Casey Research  (10/5/12)
"In early July, Japan announced that utility companies would be paid three times more for electricity sourced from solar. It's widely expected that the premium will ignite the use of solar power—and solar uses a lot of silver." More >

How a Switch Back to Coal Could Halt the Natural Gas Rally
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (10/5/12)
"When will electricity producers in the U.S. switch from natural gas back to coal? It's an important question this week as natural gas prices are breaking out above recent lows." More >

Energy Technologies with a Competitive Edge: James McIlree
Source: Peter Byrne of The Energy Report   (10/4/12)
Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery. More >

Solid Q3 for MLPs
Source: Hinds Howard, MLP HINDSight  (10/4/12)
"This post is going to be light on commentary and heavy on colorful charts as we attempt to take stock of recent performance, seasonality and winners and losers." More >

Fed, States Ponder 'Green Banks'
Source: NuWire Investor, Jen Alic  (10/4/12)
"As America's clean energy industry takes up position in a no-man's land between subsidies and sustainability, the idea of 'Green Banks' is being touted as a life-line that will push the industry into maturity." More >

Energy Basics Trump Obama/Romney Trade: Q&A with Blackstone's David Foley
Source: TheStreet, Antoine Gara  (10/4/12)
"Notable in Foley and Blackstone's energy investing approach is a lack of short-term bets, such as reading tea leaves for election year policy change, and instead, a focus on long-term exploration and development trends that work regardless of who takes the White House." More >

Why My Portfolio Gained 30% This Year: John Stephenson
Source: Zig Lambo of The Energy Report  (10/2/12)
Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly. More >

Why an Islamic Revolution in Saudi Arabia Will Send Oil to $300/bbl
Source: Marin Katusa, Casey Research  (10/2/12)
"Is a 1973-style oil crisis about to engulf the entire world?" More >

Aussie Projects Gone to Potash
Source: The Sydney Morning Herald, Peter Ker  (10/2/12)
"Speculation that a potash project in Canada has leapt ahead of major Australian projects in BHP Billiton's order of preference have been reinforced by new documents released by the company." More >

Pipeline Infrastructure Needed for the Bakken
Source: Brianna Panzica, Energy & Capital  (10/2/12)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource." More >

Investing in Oil: Five Questions to Ask the Management
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (10/1/12)
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements." More >

Commodity Stocks: Improving Returns with No Extra Volatility
Source: Frank Holmes, Frank Talk  (10/1/12)
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results." More >

There is Nothing the Shorts Can Do About Higher Oil Prices
Source: Kent Moors, Oil & Energy Investor  (9/30/12)
"After another pricing pullback of almost 10% last week, crude oil prices rebounded on the back of an unlikely source." More >

John Stephenson's Predictions for Avoiding an Economic Crash
Source: Zig Lambo of The Gold Report  (9/28/12)
While the markets have been on edge for the past year or so and have left most investors bewildered as to what to do next, portfolio manager and author John Stephenson thinks that the course is set for higher gold prices. In this exclusive interview with The Gold Report, Stephenson explains why he thinks we will avoid a worldwide economic crash and how the continuing QEs and foreign government bailouts will push more investors into the gold and mining share markets as gold moves above $2,000/ounce. He also talks about some of his favorite gold mining names that should be good vehicles to profit from this move. More >