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By Keith Schaefer |
April 9, 2012
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years? In a word – Australia. It’s the #4 exporter of LNG in the world already, and seven new plants are in various stages of planning and development.
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By Brian Sylvester |
July 1, 2011
As potash prices reach their highest levels, uranium prices have suffered. But the host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter believes the prospects for both industries are bright.
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By Jeb Handwerger |
June 28, 2011
Increasing the supply of oil may be pushing down the demand for rare earths, uranium and lithium only short term. This decline in oil prices should not drastically hurt the development of rare earth assets outside China.
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By Richard (Rick) Mills |
June 8, 2011
Concerns about climate change, carbon footprints, energy security and the rising cost of fossil fuels spurred a revival of interest in nuclear power generation in early 2010 and a global civil nuclear renaissance but it derailed with Fukushima-Daiichi.
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By Richard (Rick) Mills |
January 27, 2011
Increasingly we see countries ensuring their own industries have first rights to internally produced commodities. If any country is to end dependence on foreign supplied fossil fuels and reduce its carbon footprint it will have to develop uranium.
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By The Mad Hedge Fund Trader |
December 23, 2010
Consumers were ultimate winners as technologies the space program fathered pushed standards of living up. I bet that's how this contest ends as well. The question is whether operating instructions will come in English - or Mandarin.
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By Philip Burgert |
December 15, 2010
Five rare earth elements have been identified by the US Department of Energy along with indium as the most critical metals for clean energy technologies and supply risk.
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By The Mad Hedge Fund Trader |
August 6, 2010
The intelligent way to approach the industry now is to invest in low cost producers of proven battery technology.