Mar 17 – Cris Sheridan welcomes Marin Katusa, Senior Market Strategist at Casey Research and author of The Colder War. Marin and Cris cover the outlook for China this year, as well as the energy sector.
For a short while it seemed that nuclear power was going to see a revival. Then Fukushima happened and public sentiment once again turned sour, with many government leaders around the world shutting down their plants. However, as fears caused by the Fukushima incident begin to fade, Marin Katusa says that the bullish factors for nuclear energy are starting to resurface again.
Apr 15 – Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to...
In the global war for energy supremacy, Russia has won another victory over the United States. his time, the battleground has been South Africa, where Russia's state-owned nuclear power company, Rosatom, has just signed an agreement to build eight new...
Officials from Iran made a deal with six countries (the US, Russia, China, England, France, and Germany)—in exchange for suspending the world's sanctions on Iran, Iran will curb its nuclear weapons program.
Vladimir Putin is on a roll. Ever since the Russian president-turned-prime-minister-turned-president got into office 13 years ago, he's been deftly maneuvering Russia back into the ranks of global heavyweights. These days, he's averting cruise missiles from Syria before breakfast.
For those with bank accounts in the Mediterranean island of Cyprus, this past weekend was a disastrous one. In what is an unprecedented move in the Eurozone, Cyprus is planning to impose a tax on bank accounts as part of an agreement to be bailed out by the European Union.
Dec 4 – Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research to discuss a potential carbon tax in the US. Marin believes it will happen because the government, the large oil companies, and environmental groups all want...
We know Obamarama is going to tax the rich, but I bet many didn't think he would weasel in the carbon tax as quickly as he is going to now. A Romney win would have been bullish for coal producers in the US - but Romney lost, and now so has coal, at least in the near term. The biggest winner from Obamarama? Natural gas.
Nigeria has 37 billion barrels of crude oil reserve and is Africa's largest oil producer. The country also boasts 187 trillion cubic feet of proven natural gas reserves, the ninth-largest reserve in the world.
Exxon Mobil is no longer the world's number-one oil producer. As of yesterday, that title belongs to Putin Oil Corp - oh, whoops. I mean the title belongs to Rosneft, Russia's state-controlled oil company.
The Vietnam war wasn't really about Vietnam. Spaniards may have fought in the Spanish Civil War, but the real opponents were elsewhere. US and Soviet machinations in Afghanistan in the late 1970s had little to do with liberating a repressed population.
On October 3, riot police converged on Tehran's Grand Bazaar. With water cannons and batons, they dispersed a large crowd of demonstrators who were calling President Mahmoud Ahmadinejad a traitor for his mismanagement of Iran's economy.
Oct 3 – Jim welcomes back Marin Katusa, Senior Market Strategist at Casey Research to discuss energy and political tensions in Saudi Arabia. Marin sees the aging Saudi royal family in jeopardy and losing support with the Islamists in Saudi Arabia.
A cheap, clean, efficient, and limitless source of energy - such a discovery would change our world. No longer would we be enslaved to oil nor chained to coal; no more would we struggle to power our societies without destroying our environment.
Between October 1973 and March 1974, the price of oil shot sky-high. OPEC embargoed its output, and prices spiked from $3 a barrel to $12 - a gain of 300% in six months. For the global oil machine, the OPEC oil crisis sparked a complete overhaul.
Are you an energy-sector investor? Do you balance your riskier assets with a nice complement of dividend-paying stocks that provide welcome income during turbulent times? Have you ever thought about how your portfolio would fare if those dividends were decimated?
Aug 10 – Jim welcomes back Marin Katusa, Senior Market Strategist at Casey Research LLC. Marin and Jim discuss game-changing aspects of Israel’s recent natural gas discoveries, which he believes will make Israel a major power player in the region.
The connections between oil, money, and power are very well established. These three factors can elevate individuals to office, give Big Oil companies major sway with national governments, lead countries into war with one another, and influence or control any number of major relationships and conflicts.
Dozens of countries are slowly altering their international allegiances because of energy considerations. Here I will shine a light on a few of the more significant transitions and how they might impact US and EU energy security.