Recent Articles

Marin Katusa's transformative vision of a post-Fission/Denison merger uranium world

Posted on November 3, 2015

Marin Katusa, founder of Katusa Research, shares his insight on why Fission investors rejected the deal and where he is finding value in the uranium and oil sector today.

US Global's Frank Holmes and Brian Hicks: The one essential to transform your resources portfolio? Patience

Posted on October 27, 2015

If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market.

Jeb Handwerger predicts new wave of lithium and graphite winners in wake of Tesla deal

Posted on September 22, 2015

In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors.

Thomas Drolet warns of a coming Grand Canyon of uranium supply deficit and shares three ways to profit by it

Posted on September 15, 2015

A Grand Canyon of supply deficit is opening up in the uranium markets, with 66 nuclear reactors under construction globally and more restarting in Japan.

Flinders CEO Blair Way: What Tesla needs to know about the graphite sector

Posted on September 9, 2015

Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company.

Keith Schaefer picks the companies you will want to own if the conservatives win in Canada

Posted on September 1, 2015

Keith Schaefer outlines the sectors that will profit first from a reversal in oil and gas prices, and what he is doing to position his readers for success.

Uranium has a new hot spot: Haywood's Mick Carew

Posted on August 18, 2015

Mick Carew explains how a Brazilian phosphate company with a first-rate product might produce for portfolios.

How AlphaNorth's Steve Palmer copes with the commodity blues

Posted on August 11, 2015

Commodity markets change cyclically, and there is money to be made buying undervalued precious metals and energy juniors, including the handful of companies Palmer names in this interview with The Gold Report.

Randall Abramson locks on to unusual bargains at today's oil prices

Posted on August 6, 2015

Abramson discusses several bargains in the junior oil and gas space, as well as a handful of serviceable service names.

World's increasing appetite points to upside for ag input companies: Paradigm's Spencer Churchill

Posted on July 28, 2015

In this interview with The Energy Report, Churchill examines agricultural trends and discusses companies that can benefit from the world's increasing appetite, including one company with a streaming model unique in the ag sector.

Baby Steps: Mackie's Bill Newman finds oil & gas plays that produce no matter what

Posted on July 14, 2015

Volatility in the oil and gas markets continues, with prices plunging yet again in the recent chaos surrounding Greece's default negotiations and other global political and economic uncertainties.

Proven and productive: BNK Petroleum pumps growth from shale properties

Posted on July 7, 2015

BNK Petroleum Inc. operates on some very productive property in the Oklahoma oil and gas shale and is making progress on developing shale resources in Europe.

'Rent' the oil space to blunt the jagged downside of volatility: Paradigm's Ken Lin

Posted on June 16, 2015

Worried about a volatile oil and gas market? Paradigm Capital's Ken Lin advises waiting for quality companies to take a hit before swooping in to stock up, and then taking profits on the way up to avoid being caught in future carnage.

Uranium got you down? Better days are ahead: Cantor Fitzgerald Canada's Rob Chang

Posted on June 9, 2015

Chang foresees volatility as the 2020 uranium deficit draws closer and demand for the limited stockpile drives the price up.

How to ride the lithium battery boom: JGL Partners' Jonathan Lee

Posted on June 2, 2015

Lee tells The Energy Report that he expects double-digit compound annual growth rates over the next few years as battery prices continue to fall and demand rises.

U.S. Global's Brian Hicks shares his summer plans for creating the ultimate resource fund

Posted on May 26, 2015

Plus, he reveals the dramatic shift he made in the fund this year that allows him to get paid to wait for the market to catch fire.

Now is the time to own the Oil & Gas Leaders: Keith Schaefer

Posted on May 19, 2015

U.S. shale oil producers have responded to the oil price collapse so quickly, and with such discipline, that they've shown they are able to turn production on and off as if with a light switch.

The message from the Australian Front is uranium is looking more attractive: Patersons' Simon Tonkin

Posted on April 16, 2015

In this interview with The Energy Report, Tonkin tells us how the uranium investment space works—and which junior explorers in Australia, Africa and North America look attractive as the price of yellowcake continues to stabilize.

Dundee's David Talbot charges ahead, confident that uranium has a bright future

Posted on April 9, 2015

Smart energy investors pay attention when Dundee Capital Markets' David A. Talbot speaks. With decades of experience as a geologist and financial analyst, Talbot knows his game.

Chen Lin sees buying opportunity of a lifetime in energy stocks

Posted on April 2, 2015

After correctly predicting $47/bbl oil last year, Chen Lin is licking his stock-picking chops at the bargains now available.

With expertise and a little luck, East West petroleum reels in profits despite oil price plunge

Posted on March 27, 2015

CEO David Sidoo tells The Energy Report how shrewd joint ventures and a firm commitment to low costs have led to highly profitable wells in New Zealand and significant upside in Romania.

Five companies in Australia's Cooper Basin worth watching: Canaccord Genuity's Johan Hedstrom

Posted on March 27, 2015

Canaccord Genuity energy analyst Johan Hedstrom is tasked with scouring the Australian oil patch looking for good deals even as prices slip and slide.

Contrarian Steve Palmer's balancing act stretches from Western Canada to the East China Sea

Posted on March 6, 2015

Steve Palmer of AlphaNorth Asset Management has made a career of spotting companies loaded with value, and he tells The Energy Report not only what he looks for, but also where he has found it.

Galaxy Resources: A new focus to meet the coming lithium demand

Posted on March 5, 2015

Just two years ago, Galaxy Resources Ltd. was overleveraged and unfocused.

Macquarie's Brian Bagnell: Forget peak oil; worry about peak demand

Posted on February 26, 2015

Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon.

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