The Energy Report: We have heard for years that Japan could be restarting its reactors any time. Is it really happening now? Thomas Drolet: It is happening; one has just restarted. The intelligence I have gathered from my visits and telephone conferences with Japanese utility people since the Fukushima-Daiichi accident indicates that the restart will […]
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. As Russia and China shore up their supply chains in Kazakhstan and elsewhere, the rest of the world could be scrambling for new sources to keep the lights on. In
The Gold Report: For more than a decade, you led Morgan Stanley Investment Management’s global investment strategy; now you own your own research firm based on your observations of the industry for more than 50 years. How do you explain the volatility in the markets right now and how should investors position themselves to prepare
The Gold Report: For more than a decade, you led Morgan Stanley Investment Management’s global investment strategy; now you own your own research firm based on your observations of the industry for more than 50 years. How do you explain the volatility in the markets right now and how should investors position themselves to prepare
With the markets in whiplash mode, Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management, believes volatility is going to stick around for a while, and we might see a correction double of what we’ve had so far. In this interview with The Gold Report, McAlinden bucks
Photo provided by Flinders Resources The Gold Report: What is the state of the current global graphite market and what impact might Tesla’s construction of a battery Gigafactory in the desert in Nevada have on future demand for the mineral? Blair Way: Because graphite is used in many energy-related applications (including electric vehicles, Pebble Bed
Flinders CEO Blair Way: What Tesla Needs to Know about the Graphite Sector Read More »
Photo provided by Flinders Resources The Gold Report: What is the state of the current global graphite market and what impact might Tesla’s construction of a battery Gigafactory in the desert in Nevada have on future demand for the mineral? Blair Way: Because graphite is used in many energy-related applications (including electric vehicles, Pebble Bed
Flinders CEO Blair Way: What Tesla Needs to Know about the Graphite Sector Read More »
The Energy Report: Will the no-longer hypothetical restart of the Japanese nuclear reactors move uranium prices into the production range? Leigh Curyer: The restart of the first reactor since Fukushima is very good for our business, psychologically. Japan does not have the capacity to fill its power grid with fossil fuels. It needs nuclear power
NexGen Energy: A Bold New Uranium Venture for a World in Short Supply Read More »
Tesla’s moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way
Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector Read More »
The Gold Report: In honor of Labor Day, let’s discuss unemployment. You estimated that when all workers are counted, the unemployment rate in July was 23% compared to the government’s reported rate of 5.4%. What is different about the job market today than before the recession? John Williams: In a normal economic recovery, people who