Yiannis G. Mostrous

Analyst Articles

Nuclear power generation will play a vital role in meeting rising global demand. That nuclear power is a carbon-free source is only one factor in its rising profile; the operating economics are also highly competitive. Total global generation from nuclear sources is projected to grow close to 40 percent by 2030, with developing world countries such as China and India driving much of that growth. Read More

Although we still believe the longer-term case for commodities remains intact, buying at reasonable valuations and being prepared to take profits off the table at opportune times is a good way to play the sector this year. Read More

Although we still believe the longer-term case for commodities remains intact, buying at reasonable valuations and being prepared to take profits off the table at opportune times is a good way to play the sector this year. Read More

As long as investors are consumed with worry about the state of the global economy, commodity-producer stocks will be hard-pressed to mount a sustained rally. But this is an excellent time to lock down the sector’s best names at prices not seen since early in the decade. Read More

As long as investors are consumed with worry about the state of the global economy, commodity-producer stocks will be hard-pressed to mount a sustained rally. But this is an excellent time to lock down the sector’s best names at prices not seen since early in the decade. Read More

Under current economic circumstances, China, Russia and the Middle East (mainly Saudi Arabia and Abu Dhabi) should be the frontrunners in spending. Saudi Arabia and Abu Dhabi are particularly important as they’re building new cities that will require considerable investment in primary infrastructure such as power plants and grids. Read More

Under current economic circumstances, China, Russia and the Middle East (mainly Saudi Arabia and Abu Dhabi) should be the frontrunners in spending. Saudi Arabia and Abu Dhabi are particularly important as they’re building new cities that will require considerable investment in primary infrastructure such as power plants and grids. Read More

The industrialization of the emerging economies, the continuing urbanization process in Asia and higher levels of agricultural production have been drawing down water reserves much faster than they can be replenished. Credible studies have concluded that within the next two generations, water is expected to become the most important commodity in the world, easily surpassing oil. Read More