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Archive for the Energy Category

Fareed Zakaria GPS – CNN 09-06-15

Salient to Investors: Fareed Zakaria said: ITER says there is enough hydrogen in the ocean to power humanity with fusion for millions of years, with zero carbon emissions. China is making super conducting magnet cables, the US is building ITER’s largest magnet, India is making the steel structure that will surround the magnets.

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Bankruptcies Starting To Pile Up In Coal Industry – OilPrice.com 07-21-15

Salient to Investors: After decades of strong performance, coal producers are starting to fail faster than anyone expected. Walter Energy is filing for bankruptcy,  Alpha Natural Resources was delisted from the NYSE due to its low share price. Arch Coal implemented a 1-for-10 reverse stock split to avoid delisting. Coal prices are

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Fareed Zakaria GPS – CNN 06-28-15

Salient to Investors: Fareed Zakaria said: Singapore mandates ethnic diversity in all neighborhoods – over 80% of Singaporeans live in public housing. US efforts in the 50s and 60s to desegregate schools and integrate neighborhoods were largely abandoned by the 80s and America is now strikingly segregated. A UCLA study in 2014 said

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Fareed Zakaria GPS – CNN 06-14-15

Salient to Investors: Fareed Zakaria said: The cold war between Russia and the West over Ukraine is worsening. Saudi Arabia will not build a nuclear weapon whatever happens with Iran’s nuclear program because it cannot – oil is 44 % and manufacturing less than 10% of GDP. Saudi Arabia could not

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Fareed Zakaria GPS – CNN 03-15-15

Salient to Investors: Fareed Zakaria said the NSF reports the US share of global R&D at 30%, down from 37% in 2001. China % of GDP spent on R&D is on track to surpass the US in just a few years. Charles Bolden at NASA said a multi-planet species can survive in perpetuity;

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Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for companies with tremendous financial strength that can continue to pay dividends. Smart companies will use  their balance sheet strength to buy

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Greenlight’s Einhorn Said to Back Solar Stocks at Robin Hood – Bloomberg 10-20-14

Salient to Investors: David Einhorn at Greenlight Capital is believed to have recommended renewable power companies on the declining cost of solar energy and rising price of electricity, while betting against French sovereign debt. Read the full article at http://www.bloomberg.com/news/2014-10-20/greenlight-s-einhorn-said-to-back-solar-stocks-at-robin-hood.html Click here to receive free and immediate email alerts of the latest forecasts.

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Trina Drops as Japan Outlook Sinks Chinese Solar Makers – Bloomberg 10-01-14

Salient to Investors: Concern is growing that a potential change in Japan’s incentives for clean energy may lower demand from the world’s second-largest solar market, amid a glut of panels. Gordon Johnson at Axiom Capital Mgmt said all of the Chinese module companies rely heavily on Japan. He is concerned

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Goldman Sees Global LNG Projects at Risk as Demand Growth Slows – Bloomberg 10-01-14

Salient to Investors: Mark Wiseman et al at Goldman Sachs said: LNG projects in Africa, Canada and Australia face delays or cancellations as global demand slows, US output increases, nuclear reactors restart in Japan, China’s success in shale-gas E&P, and economic conditions in ASEAN. Global demand will compound at 5%

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Fareed Zakaria GPS – CNN 09-14-14

Salient to Investors: Fareed Zakaria said: The purpose of ISIS’ execution videos was to provoke the US and it worked. Al Qaeda tries to appeal to all Muslims while ISIS is distinctly sectarian and anti-Shiite and hostile to Kurds, Christians and many others in the Middle East – if they all fight in

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