Category Archives: Energy

Where Is Tesla Going To Get The Lithium and Graphite for The “Gigafactory”?

Where Is Tesla Going To Get The Lithium and Graphite for The “Gigafactory”?
Lithium Ion batteries aren't just for cars and mobile computing. For months, I highlighted the growing use of lithium-ion batteries for energy storage solutions. Tesla Motors (TSLA) known for making top notch electric cars is making a major move into building battery systems aimed at residences, commercial buildings and for power companies.These batteries could provide the answer for intermittent energy sources like sun or wind which is dependent on the weather. Solar or wind is great but what happens when the sun goes down or the wind isn't blowing. Tesla believes they can provide the solution through rechargeable lithium ion batteries that can be placed in homes or businesses storing energy and providing stability for intermittent renewable sources. Tesla has spent millions of dollars in battery research for their electric cars, now management believes that they can use that technology outside of the automobile sector. So where does the real opportunity lie? The real question is where will the raw material needed for these Tesla batteries come from? Does Tesla have any off-take arrangements yet?
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Emerging Economies Building Next Generation Nuclear Reactors For the 21st Century at Record Pace

Emerging Economies Building Next Generation Nuclear Reactors For the 21st Century at Record Pace
Uranium prices have climbed by roughly 35% since last summer. The weekly price of uranium stood at $38.85 a pound as of Monday, compared with $28 as of June 23, according to data from nuclear-fuel consultancy Ux Consulting Company LLC... Indeed, the world seems to be warming back up to the use of nuclear energy. Japan was using 50-year-old reactors while China, India and Russia are building next generation nuclear reactors, which are much safer than the first generation dinosaurs of the past.
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Energy Sector Rotation: Capital Fleeing Fossil Fuels For Nuclear Energy

Energy Sector Rotation: Capital Fleeing Fossil Fuels For Nuclear Energy
In 2014, I highlighted in many reports the increasing capital flowing from the oil and natural gas sector into nuclear power. Over the past nine months, my prediction that nuclear power will be the leader of the energy sector is coming to fruition as institutional investors flee the dirty fossil fuel industry for clean and cheap nuclear power.
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Uranium Miners M&A: Top Uranium Pick Acquired For $150 Million

Uranium Miners M&A: Top Uranium Pick Acquired For $150 Million
For over 4 years I have been telling my subscribers that Uranerz is one of the best takeout targets in the whole junior uranium industry. I always considered Uranerz a top takeout target in the junior uranium mining sector. Earlier this morning, Uranerz (URZ) reached a deal that it would be acquired in a friendly all share deal by Energy Fuels (UUUU).  Uranerz shareholders should receive .255 common shares of Energy Fuels.
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Institutional Buying Sends Uranium Miners Soaring on Major Volume

Institutional Buying Sends Uranium Miners Soaring on Major Volume
A few days ago I penned an article entitled "Uranium Spot Price Breaking Out, Junior Uranium Stocks Ready To Bottom?" In the report I said, "There is a lot of buying in the spot market and it should be soon reflected in the performance of the junior uranium miners (URA)... Look for a breakout." Now only a week later, the uranium mining etf (URA) is up 11.5% and Uranium Participation Corp (U.TO) up 5% on triple average volume. Some of our favorite uranium miners are flying such as Uranerz (URZ) up 15%, Pele Mountain (GEM.V) up 14%, U3O8 Corp (UWE.TO) up 33.3% and Laramide (LAM.TO) up 20% and Fission (FCU.TO) up 12%. It seems as if all the institutions are jumping in after the recent capitulation of some major funds in Toronto.
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Uranium Spot Price Breaking Out, Junior Uranium Stocks Ready To Bottom?

Uranium Spot Price Breaking Out, Junior Uranium Stocks Ready To Bottom?
The commodity equities are selling off as The Fed halts QE3. Commodities, metals and the junior miners are hitting multi year lows and falling below 2008 credit crisis levels. This is not a time to panic but continue to accumulate as the bear market may be reaching the final capitulation stage. This decline may be a sign that the quantitative easing may have lifted stock market indices, but it did little to improve demand and growth in the economy reflected by demand for energy and metals. I just returned from the New Orleans Conference which was headlined by Alan Greenspan the former Federal Reserve Chairman from 1987 to 2006. It is interesting to note that Greenspan has become bullish on gold. He believes that quantitative easing did not accomplish what it was designed to do. It helped lift the stock market and stabilize the real estate market, however it fell short as the US economy is not really recovering like it should have. Gold is the best hedge against this uncertainty.
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Uranium Price Creeping Higher on Geopolitical Instability

Uranium Price Creeping Higher on Geopolitical Instability
A few months ago, I believed uranium would bounce off lows and make a powerful move higher. The spot uranium price is beginning a rebound rallying more than $3 per lb over the past few weeks. End users of uranium are concerned about geopolitical stability and are actively looking for safe and long term secure supplies of U3O8. Any hiccup in production could significantly impact global supply. Although there is abundant amounts of uranium in North America and Australia most of the production comes from unstable areas such as Kazakhstan, Niger and Russia. The recent sanctions with Russia could have a major impact on pricing. Russia through Rosatom operates Kazakhstan production which is the largest supplier of uranium to the world. Europe and the US are some of the largest consumers of nuclear and have relied on cheap Russian uranium for decades. What happens when the cheap uranium runs out especially at a time when demand is growing? A price spike with triples and quadruples in the junior miners.
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This Lithium Asset in Nevada Could Supply Tesla’s Gigafactory

This Lithium Asset in Nevada Could Supply Tesla’s Gigafactory
One metal where demand is soaring is lithium which is used in rechargeable batteries for smartphones, Ipads and electric vehicles. A game changing event occurred this past week when Albemarle (ALB) paid over $6.2 billion to buy the world's largest publicly traded lithium producer Rockwood Holdings (ROC). This is one of the largest chemical deals and the lithium industries biggest M&A transaction in history. Demand has doubled in the past decade as lithium ion battery use has grown in mobile technology. Growth in the lithium sector has been far outpacing other sectors. Some experts believe demand could even grow faster over the next decade especially as electric vehicles gain market share. The key for investors is finding potential sources of the raw material in North America.
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Japanese Nuclear Restart Sparking Uranium Sector Rebound

Japanese Nuclear Restart Sparking Uranium Sector Rebound
Last week I was interviewed about uranium by The Energy Report and I told them to get ready for doubles and triples in uranium and that we may see a powerful bounce off the bottom in the near term. Remember this was at a time that the large miners and the banks were bearish forecasting lower price targets. See the article and charts by clicking here… Less than one week after that interview was published Japan announces that two reactors are approved to be safe and are able to be turned back on. This is a psychological game changer as the uranium priced has slid for more than three years over 60% as Japan idled their reactors after the 2011 Fukushima Disaster. Here is a list of some of my favorite junior miners which I own and are sponsors on my website.
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