Forget all the talk about Yucca Mountain, US loan guarantees for nuclear-power facilities and byzantine regulations regarding new plant permitting in the developed world. The build-out of reactors in Russia, China, India and other emerging economies continues to accelerate. Read More
Energy Stocks
Natural gas vehicles (NGV) are a hot topic in the US, but the real growth is going on overseas. Read More
Fundamentals are improving for some US coal producers, but the real growth story is taking place in Asia. Read More
Natural gas prices may be depressed, but this commodity has a bright future. Read More
Oil refining is one of the most important business segments in the energy industry, but it's also one of the most misunderstood. Here's how to separate the value traps from the value plays. Read More
Investors need to recognize emerging markets’ growing need to secure resources. China is already buying up coal reserves in Australia, securing long-term supply agreements for natural gas with Russia and investing in oil projects across Africa, South America and the Middle East. Read More
Don’t buy the hype surrounding alternative energy; this sector faces severe headwinds that will only intensify as EU nations prune budgets. Read More
The actual value of natural gas produced from some of the most important US shale gas fields is currently running at over $7 per thousand cubic feet. Read More
To meet the military's increasing demand for electricity, the Dept of Defense has intensified its search for permanent, on-site generation. Nuclear power is one option. Read More
Widely hyped solar and wind power companies have handily underperformed the broader markets and the energy sector as a whole so far this year. One reason for that is simple politics: Alternatives are completely dependent on government subsidies and mandates for growth. Read More