Energy Stocks

  • October 11, 2010

Forget all the talk about Yucca Mountain, US loan guarantees for nuclear-power facilities and byzantine regulations regarding new plant permitting in the developed world. The build-out of reactors in Russia, China, India and other emerging economies continues to accelerate. Read More

  • August 2, 2010

Investors need to recognize emerging markets’ growing need to secure resources. China is already buying up coal reserves in Australia, securing long-term supply agreements for natural gas with Russia and investing in oil projects across Africa, South America and the Middle East. Read More

To meet the military's increasing demand for electricity, the Dept of Defense has intensified its search for permanent, on-site generation. Nuclear power is one option. Read More

  • February 24, 2010

Widely hyped solar and wind power companies have handily underperformed the broader markets and the energy sector as a whole so far this year. One reason for that is simple politics: Alternatives are completely dependent on government subsidies and mandates for growth. Read More