In the following article, Gary Tanashian editor of Notes from the Rabbit Hole (NFTRH), has compiled a series of year end charts to help us get a handle on several sectors that relate to inflation. These sectors include Gold and other Precious Metals, Commodities (CRB Index) , Oil, Natural Gas, Industrial Metals, Agriculture, Copper, Uranium and more.
Big Picture Update on Commodities & Precious Metals Read More »
The last time Vladimir Putin was president, he laid the foundation to pull Mother Russia from the wreck of economic chaos to a world power once again. This time, he’s ready to extend that influence to counter the West. His tools: Russia’s abundant resources of energy, including uranium. There’s a new war developing on the continent, and the weapons this time will be oil wells, gas fields, and uranium mines, pipelines and ports, processing facilities, and supply deals.
The New Cold War: The “Putinization” of Uranium Part 2 Read More »
Although we don’t like to admit it, Uranium is a big part of the energy picture with roughly 16% of the world’s electricity coming from nuclear power. In the U.S. it is almost the same at 19%, with 37% coming from coal, 30% from Natural Gas, 7% from hydro-power, and only 5% from other renewable sources including 3.46% from Wind, 1.42% from biomass, 0.41% from geothermal and only 0.11% from Solar. So Solar power would have to increase by 2000% to replace Uranium. This is not from some perverse desire by the electric companies but simply because the economics of nuclear power has been favorable with cheap Uranium and expensive solar panels. But with the advent of fracking Natural Gas is becoming cheaper in the U.S. while as we will see in this article Uranium will become more expensive shortly. Another factor playing against Solar power is the ability for decentralization as each homeowner could produce their own power but this would involve homeowners taking the responsibility for their own future and naturally this is not in the power company’s best interest, so it has been downplayed as an option.
The New Cold War: The “Putinization” of Uranium Read More »
By Admir Adnani, Casey Research Demand for electricity has tripled worldwide over the last three decades… so is there still a future for uranium? To see the video…
Amir Adnani: Post-Fukushima Uranium Read More »
By Marin Katusa, Chief Energy Investment Strategist, Casey Research The energy market is a complex beast, its many parts interconnected through a multitude of linkages. When one part fails, the entire system reacts: certain linkages are burdened with extra stress, while other components sit idle. Only by studying the entire machine can one understand the
On September 22, 2011, Karen Roche and JT Long of The Energy Report interviewed renowned speculator and financial author Doug Casey on his views about uranium. Read here why Doug thinks despite the recent bad press, “yellowcake” has a bright future. The Western world’s skittishness, skepticism and staunch opposition when in comes to nuclear energy
By Marin Katusa, Casey Energy Opportunities In a dramatic about-face, Chancellor Angela Merkel announced last Monday that Germany will phase out nuclear power completely by 2022, shutting down its nine operational reactors and never restarting the seven reactors that were suspended in the wake of the nuclear disaster at Japan’s Fukushima Daiichi plant. Germany has
Germany- a Nuclear Power Trendsetter? Read More »
It’s no longer 1973, when President Nixon could declare that our status as top energy consumer was “good. That means we are the richest, strongest people in the world.” Today, bragging about winning the energy-eating competition doesn’t gain you any brownie points. Which is probably why Chinese authorities were quick to reject the IEA data as “unreliable,” choosing instead to focus on their intention to sink about 5 trillion RMB (about US$750 billion) into renewable energy projects.
Despite the denials, a new age in the history of energy has begun, and the implications are enormous. China may not want to accept the honors, but the reality is that it’s now the most important player on energy’s demand side.
China Is Winning the Energy Race Read More »
