Today we look at why energy is becoming a flash point in Europe and how natural gas is taking centre stage. First, though, we’d like to announce a changing of the guard in the leadership of the resources market.
February 6th, 2012 | Dan Denning | 1 comment | ContinuedAll Posts Tagged With: "energy"
The Energy Empire of the Sun
We take up the issue of national power and real energy in today’s Daily Reckoning. And we take it up because the fate of nations and the welfare of men and women are directly related to how much sunlight we all get. All power—from the stored solar energy in fossil fuels to the sunlight that makes food grow—comes from energy.
January 30th, 2012 | Dan Denning | 16 comments | Continued
The Growing Energy and Oil Alliance Between China and Saudi Arabia
The oil and energy alliance between China and Saudi has just been strengthened. On Saturday – in the wake of Europe’s debt crisis – Saudi state oil company Aramco signed a deal with China’s Sinopec to build an oil refinery in the Red Sea city of Yanbu.
January 16th, 2012 | Dan Denning | 0 comments | Continued
Why Invest in Energy Resources?
The Raw Materials of Civilisation…
Before we get stuck into the glaring omission in the government’s assessment of Australia’s energy resources – energy could be the single-best investment sector of 2012 – a reminder: today is Wednesday. You know what that means!
December 14th, 2011 | Dan Denning | 4 comments | Continued
Energy, Resources and Real Asset Investing
Basic economics of scarcity, supply and demand, and investment demand won’t be less important in supporting commodities. But in a world of collapsing financial asset values, tangible assets are about to become the hotly contested objects of a great global strategic game.
December 9th, 2011 | Dan Denning | 1 comment | Continued
Oil’s Out…Clean Energy Is In
The International Energy Association (IEA) has spoken. What the world needs now is a clean energy technology revolution. June saw the 2010 launch of IEA’s biannual report, Energy Technology Perspectives. Speaking at the launch was Nobuo Tanaka, executive director for IEA.
September 17th, 2010 | Marin Katusa | 11 comments | Continued
Party like it’s 1599
And so begins yet another day where we have no idea what the world will bring us. But let’s have a crack anyway. At the top of the list of today’s thoughts is whether a contraction in global credit means there will be fewer good investment opportunities. Without an ocean of credit to float on, good businesses will have to sink or swim on their own merits. But first, here is something that looks like it might be good news for the trader types.
August 19th, 2010 | Dan Denning | 9 comments | Continued
Dr. Stock in Africa
The U.S. dollar is falling because it is fundamentally dishonest money. But rather than prove that today, we’ll begin with a man sleeping soundly a camp cot at a mining site in Botswana and show why his visit – and the opportunity he was investigating – is tied directly to the dollar’s dishonesty.The man is Dr. Alex Cowie, or Dr. Stock as we call him around the offices when he’s here and not chasing up some geologist over coffee in the CBD. You may know him as the editor of Diggers and Drillers.
August 10th, 2010 | Dan Denning | 0 comments | Continued
The Namibian Oil Rush
While BP has been busy spewing oil into the Gulf of Mexico, many other oil companies have been busy finding oil under the waters of other gulfs, seas and oceans. In fact, Brazil’s state-controlled energy giant, Petrobras (NYSE:PBR), just announced a major oil discovery in offshore Angolan waters. Water depth is about 1,500 feet.
July 30th, 2010 | Byron King | 0 comments | Continued
Too Much Debt, Not Enough Oil
Because the government has been overpromising, overcommitting and overspending for decades, it is hurtling toward a fiscal train wreck. The numbers have stopped adding up. Looking out, there’s NO WAY that most Western governments can ever pay their ongoing obligations or pay off past debt.
July 27th, 2010 | Byron King | 0 comments | Continued
Will the Real Inflation Rate Please Stand Up
In China – now the world’s largest energy consumer according to the International Energy Agency – most of the power comes from coal (about 65%). The rest comes from a combination of renewables, geothermal, nuclear, gas, oil and hyrdo electricity. When you’re the world’s largest consumer of energy, every little bit helps. But how about a look in pictures to literally change your perspective? The chart below shows the world in terms of nuclear energy generated for domestic electricity consumption…
July 21st, 2010 | The Daily Reckoning | 15 comments | Continued
The Corruption of Finance and the Rise of Power
Let’s talk about power today. Where does it come from? From the barrel of a gun? From a lump of coal? From the sun? …..More on power and energy tomorrow. Australia doesn’t have the same public debt problems as other countries. But it depends on those countries for access to capital. That’s a weakness. But its massive energy abundance is strength and a real boon to investors.
July 20th, 2010 | Dan Denning | 4 comments | Continued
My Favorite Energy Plays: Geothermal and Nuclear
“I really like geothermal,” he says. And the US is one of the best places in the world to develop geothermal reservoirs into power-generation facilities. Political consensus in the US is that geothermal is good…
February 11th, 2010 | Chris Mayer | 2 comments | Continued
China as a Nuclear Power Play
China’s nuclear capacity is now less than 9,000 megawatts, but the country has more than a dozen more plants either under construction or in the planning stages.
December 17th, 2009 | Romeo Dator | 2 comments | Continued
Best Investment Opportunities Emerge from Water, Agriculture, Gold and Energy
And some of those opportunities will feature a combination of these resource categories. One of the most intriguing combinations is what I call the energy-water nexus.
November 17th, 2009 | Chris Mayer | 0 comments | Continued
