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SECTOR - ENERGY
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Coal Stocks: Heating Up?
Coal MiningAs coal companies begin reporting their earnings, how can you tell the stars from the stinkers?
  • Why thermal vs. metallurgical matters
  • Why Peabody's earnings were better than expected
  • How to pick a coal stock
Julian Murdoch Thursday, 22 October 2009
 
Time To Clean Up With Dirty Coal?
Real-time Monetary Inflation (last 12 months): 3.0%*

The coal market coat-tailed on last week's breakout move in crude oil prices. Oil wasn't the only impetus, though. Prices in the spot and forward markets were also buoyed in anticipation of bullish coal import figures from China expected to be released this week.

Brad Zigler Monday, 19 October 2009
 
Coal (Stocks) On Fire
CoalThere is an interesting thing happening in the coal market right now - prices have fallen, but coal stocks are up over 50% on the year.
  • The state of the coal market
  • Exceptional execution
  • The China syndrome
Julian Murdoch Monday, 11 May 2009
 
MLPs: Profit In The Pipelines?
PipelineThis often-overlooked asset class can help you tap into the coming infrastructure boom.
  • High yields, low risk
  • Oversold and undervalued?
  • The risks and challenges
Lara Crigger Tuesday, 10 March 2009
 
Howard Gatiss: Coal Demand Will Continue Rising

Coal exportingThe CEO of CMC, the exclusive marketer of coal from Cerrejón, talks with HAI about the global coal marketplace.

  • Frequent supply shocks creating nearly irrational price spikes
  • Correlation of U.S. gasoline stocks and Europe's coal price?
  • Fundamental driver: electricity generation
HardAssetsInvestor.com Wednesday, 14 January 2009
 
A Real Commodity Moneymaker
Real-time Inflation Indicator (per annum): 9.2%

Wednesday's column ("2008 Was Golden ... Barely") left some readers with the impression that there were hardly any winners among the exchange-traded products (ETPs) tracking commodities.

Brad Zigler Thursday, 08 January 2009
 
Oil Guesses Wrong Again And A Worrying Contango

Real-time Inflation Indicator (per annum): 7.9%

According to the U.S. Energy Department's weekly inventory report, domestic crude oil supplies increased 7.3 million barrels last week, far exceeding the forecast for a 900,000-barrel build made by Oil Patch analysts. Traders opened the NYMEX futures floor session 3.4% higher ahead of the report, following a 6.7% decline on Tuesday. The United States Oil Fund (AMEX: USO), an exchange-traded portfolio that tracks oil futures, fell $2.77 in lockstep to finish at $41.36.

Brad Zigler Wednesday, 26 November 2008
 
Oil Prices Going Lower … Much Lower
Fadel Gheit, managing director of oil and gas research at Oppenheimer, predicts oil prices will drop precipitously over the next 6-12 months.
  • Why oil might hit $60/barrel in the next few weeks
  • The outlook over 6 and 12 months
  • The risk of a slowing global economy
HardAssetsInvestor.com Wednesday, 24 September 2008
 
Revaluing Coal?
Image of coalCoal companies have been hot this year, but the recent crash is both confusing and troubling.
  • The current price market
  • A checklist on Arch Coal
  • Fundamental P/E devaluations?

 

Julian Murdoch Thursday, 21 August 2008
 
Getting Into Coal

[Brad Zigler is on vacation from July 22 - July 24. HAI reporter Julian Murdoch has agreed to fill in for Brad on Brad's Desktop while he is away. Brad will return to his post on Friday, July 25.]

Julian Murdoch Wednesday, 23 July 2008
 
Chinese Aluminum Woes
Photo of coalAs the world's eye turns to Beijing for the Olympics, the energy chain ripples from earthquakes to aluminum.
  • The Chinese coal market: small and dangerous
  • Mixed signals in coal production
  • Slowing growth from a giant AL producer
Julian Murdoch Monday, 14 July 2008
 
Walter Nasdeo, Ardour Capital, Discusses Alternative Energy Stocks: Part I
The Director of Research for Ardour Capital says alternative energy and ethanol are "here to stay."
  • Corn-based ethanol isn't going away
  • The alternative energy market is maturing
  • The relationship between alternative energy and oil prices
HardAssetsInvestor.com Tuesday, 01 April 2008
 
Bank of New York's Michael Woolfolk Discusses The Dollar - Part II
Michael Woolfolk, senior currency strategist for The Bank of New York Mellon, asks: Will the dollar remain the world’s reserve currency?
  • We want a stable dollar, not a strong dollar
  • Paulson’s success with China
  • The yuan is going up 30%+
HardAssetsInvestor.com Tuesday, 25 March 2008
 
Bank of New York's Michael Woolfolk Discusses The Dollar - Part I
Michael Woolfolk, senior currency strategist for The Bank of New York Mellon, examines the forces pushing the dollar lower.
  • A structural account deficit
  • Will oil-producing nations switch to the euro?
  • Fed pushing growth over inflation
HardAssetsInvestor.com Tuesday, 18 March 2008
 
Ashmead Pringle Interview Part II
The founder of the new GreenHaven Continuous Commodity Index Fund says big money is distorting the commodities market.
  • Everyone wants to be like Yale
  • The outlook for contango and backwardation
  • The U.S. is the Saudi Arabia of corn
HardAssetsInvestor.com Tuesday, 11 March 2008
 
Ashmead Pringle Interview Part I
The founder of the new GreenHaven Continuous Commodity Index Fund explains why he’s completely bullish on commodities.
  • It’s hard to be bearish on energy
  • Grains outlook wide open
  • How the new fund works … and how it’s different from competing products
HardAssetsInvestor.com Wednesday, 05 March 2008
 
Paul Quartararo Interview – Part II
SPECTRA Resources' Paul Quartararo talks about the direction of the global steel market.
  • China has replaced the U.S. as the world’s largest consumer of steel
  • U.S. domestic steel production cannot supply all of domestic demand
  • Profits are not yet keeping up with price increases
Administrator Wednesday, 27 February 2008
 
The Bush Budget

What does the new Bush budget mean for renewable energy, fossil fuels and other commodities?

  • It's 6% more, but what about commodities?
  • Energy security?
  • What happened to renewables?
Julian Murdoch Tuesday, 05 February 2008
 
Coal: The New Black Gold
We've talked (oh, all right, I've pontificated ...) about the contrast between yellow and black gold on these pages before. In one screed ("A Picture's Worth A Thousand Words"), I railed that crude oil was a better inflation indicator than yellow gold.
Brad Zigler Tuesday, 05 February 2008
 
Does $100/Barrel Oil Make Sense? - Part II

Stephen Schork, publisher of the Schork Report, talks energy – including his insights on where oil has been, where it could go and who (or what) is influencing the price.

  • The role of speculators.
  • The impact of alternative energy on long-term oil prices.
  • Is there a distortion in the current oil marketplace?
HardAssetsInvestor.com Tuesday, 15 January 2008
 
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