Como se combate o populismo? "Com eleições", responde Fukuyama

[Dracull]

Caro Baco,

A sua ideia vai realmente de encontro à minha.
Visto haver neste forum apenas referencia à energia móvel, achei por bem chamar tambem à baila a energia alternativa "fixa".

[Baco]

No meu entender, das energias alternativas (ao petróleo), as que têm potencial imediato são o biodiesel e a nuclear.
Biodiesel para a energia "móvel" e nuclear para as grandes produções.

[Dracull]

China + Uranium Supplies: An Analysis


Along with other base and precious metals, China picked uranium to stockpile as part of its five-year plan to make sure the country has adequate natural resources to supply its amazing growth. Indeed, the country is building two new nuclear reactors a year for the next twenty years so uranium oxide should definitely be on China's wish list.

The question for uranium investors, then, is to tease out what China's strategy for uranium might be. Yes, they did sign an accord with Australia, but in order to secure supplies within a relatively short window of five years, they had better hope that Australian legislation changes in a hurry to permit more uranium mines.

In fact, it is unlikely that Australian uranium could totally satisfy China's uranium thirst within the next five years, even with BHP Billiton's (NYSE:BHP) Olympic Dam expansion. China will likely adopt a multi-tiered strategy for uranium as they did with oil, with a mixture of buying companies outright and, for others, JVs.

Thus, for uranium oxide producers like Urasia (CVE:UUU), Denison Mines (TSE:DEN), UEX Corporation (TSE:UEX) and near-producers like Paladin Resources (TSE:PDN), sxr Uranium One (TSE:SXR), this announcement by China can only be interpreted as being positive for their respective companies and their investors.

[Dracull]

Australian Uranium Stocks Listing (June)
http://uraniumstockinvesting.blogspot.com

Acclaim Exploration ASX:AEX
Adelaide Resources Limited ASX:AEX
Alliance Resources ASX:AGS
Apex Minerals ASX:AXM
Arafura Resources ASX:ARU
Ashburton Minerals ASX:ATN
Aura Energy ASX:AEE
Australian United Gold ASX:AUL
Bannerman Resources ASX:BMN
Batavia Mining ASX:BTV
BHP Billiton ASX:BHP
Bullion Minerals ASX:BLN
Cazaly Resources ASX:CAZ
Compass Resources ASX:CMR
Contact Resources ASX:CTS
Curnamona Energy ASX:CUY
Deep Yellow Ltd ASX:DYL
Encounter Resources ASX:ENR
Energy Metals ASX:EME
Energy Resources of Australia ASX:ERA
Equinox Minerals ASX:EQN
Extract Resources ASX:EXT
Georgetown Mining ASX:GRG
Globe Uranium ASX:GBE
Gold Search ASX:GSE
Golden State Resources ASX:GDN
Goldstream Mining ASX:GDM
Glengarry Resources ASX:GGY
Giralia Resources ASX:GIR
Great Western Exploration Limited ASX:GWE
Green Rock Energy ASX:GRK
Havilah Resources ASX:HAV
Hindmarsh resources ASX:HMR
Image Resources ASX:IMA
Jindalee Resources ASX:JRL
Kalgoorlie Boulder Resources ASX:KAL
Korab Resources ASX:KOB
Marathon Resources ASX:MTN
Matrix Metals ASX:MRX
Maximus Resources ASX:MXR
Monaro Resources ASX:MRO
Monax Mining ASX:MOX
Nickel Australia ASX:NKL
Nova Energy ASX:NEL
Omegacorp ASX:OMC
Paladin Resources ASX:PDN
PepinNini ASX:PNN
Redport ASX:RPT
Polaris Metals ASX:POL
Red Metal ASX:RDM
Reefton Mining ASX:RTM
Rio Tinto ASX:RIO
Scimitar Resources ASX:SIM
Siberia Mining Corporation ASX:SIB
Southern Gold ASX:SAU
Southern Cross Exploration ASX:SCX
Stellar Resources ASX:SRZ
Strike Resources ASX:SRK
Summit Resources ASX:SMM
Toro Energy Limited ASX:TOE
U3O8 Limited ASX:UTO
Uranex ASX:UNX
Uranium Exploration ASX:UXA
Washington Resources Limited ASX:WRL

American Listed Uranium Companies (June)
BHP Billiton Limited (NYSE:BHP)
CanAlaska Ventures (OTC:CVVLF)
Cameco Corporation (NYSE:CCJ)
Entourage Mining Ltd (OTC:ETGMF)
Fronteer Development Group Inc. (AMEX:FRG)
Lakefield Ventures Inc. (OTC:LKFV)
Rio Tinto (NYSE:RTP)
Uranium Energy Corp (OTC:URME)
Uranium Resources, Inc. (OTC:URRE)
U.S. Energy Corp. (NASDAQ:USEG)
USEC Inc. (NYSE:USU)

[Dracull]

USEC
USEC Inc. (USEC) is a global energy company. The Company is a supplier of low-enriched uranium (LEU) for commercial nuclear power plants. USEC, either directly or through its subsidiaries, United States Enrichment Corporation and NAC International Inc. (NAC) supplies LEU to both domestic and international utilities for use in about 150 nuclear reactors worldwide; are the executive agent for the United States Government for a nuclear non-proliferation program with Russia, known as Megatons to Megawatts; performs contract work for the United States Department of Energy (DOE) and DOE contractors at the Paducah and Portsmouth plants, and provides transportation and storage systems for spent nuclear fuel and provides nuclear and energy consulting services, including nuclear materials tracking.


CAMECO CORPORATION (CCJ)
Cameco Corporation (Cameco) is primarily engaged in the exploration for and the development, mining, refining and conversion of uranium for sale as fuel for generating electricity in nuclear power reactors in Canada and other countries. The Company has a 31.6% interest in Bruce Power L.P. (BPLP), which operates the four Bruce B nuclear reactors in Ontario. Cameco's 52.7% subsidiary Centerra Gold Inc. (Centerra) is involved in the exploration for and the development, mining and sale of gold. Cameco has four segments: uranium, fuel services, nuclear electricity generation and gold.

Dominion Resources, Inc. (D)
Dominion Resources, Inc. (Dominion) is a fully integrated gas and electric holding company. Dominion concentrates its efforts largely in the energy intensive Northeast, Mid-Atlantic and Midwest regions of the United States. The Company's principal subsidiaries are Virginia Electric and Power Company (Virginia Power), Consolidated Natural Gas Company (CNG), Dominion Energy, Inc. (DEI) and Virginia Power Energy Marketing Inc. (VPEM). Virginia Power is a regulated public utility that generates, transmits and distributes electricity for sale in Virginia and northeastern North Carolina. It manages its operations through four primary operating segments: Dominion Delivery, Dominion Energy, Dominion Generation and Dominion Exploration & Production.

Exelon Corporation (EXC)
Exelon Corporation (Exelon) is a utility services holding company. The Company, along with its subsidiaries, is engaged in the energy delivery, generation and other businesses. The energy delivery businesses include the purchase and regulated retail and wholesale sale of electricity and distribution and transmission services by Commonwealth Edison Company (ComEd) in northern Illinois, including the City of Chicago, and by PECO Energy Company (PECO) in southeastern Pennsylvania, including the City of Philadelphia. It also includes the purchase and regulated retail sale of natural gas and related distribution services by PECO in the Pennsylvania counties surrounding the City of Philadelphia. The generation business consists principally of the electric generating facilities and wholesale energy marketing operations of Exelon Generation Company, LLC (Generation) and the retail sales business of Exelon Energy Company. Exelon operates in three business segments: ComEd, PECO and Generation.

Entergy Corporation (ETR)
Entergy Corporation and its direct and indirect subsidiaries (Entergy) is an integrated energy company engaged primarily in electric power production and retail electric distribution operations. Entergy owns and operates power plants with approximately 30,000 megawatts of electric generating capacity, and it is a nuclear power generator in the United States. Entergy delivers electricity to 2.6 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. Entergy operates primarily through two business segments: U.S. Utility and Non-Utility Nuclear. Entergy also operates the Energy Commodity Services segment and the Competitive Retail Services business.

[Dracull]

TVA’s nuclear plants continually put more than 5,700 megawatts of electricity into the power grid, making TVAN — the TVA Nuclear organization — an integral part of the seven-state power system.

About 30 percent of TVA’s power supply comes from its three nuclear plants: Browns Ferry, near Athens, Ala.; Sequoyah, in Soddy-Daisy, Tenn., and Watts Bar, near Spring City, Tenn. Those plants alone make enough electricity to power more than three million homes in the Tennessee Valley.

As nuclear performance improves across the industry, TVAN’s challenge is to continue its mission of ensuring safe plant operations and achieve its vision of being the best multi-site nuclear power operator in the world.

[Dracull]

MESA URANIUM CORP.

Mesa Uranium Corp. (TSX-V: MZU) is a Canadian exploration company focused on exploring for uranium on the 100% owned Lisbon Valley Project in the historic Lisbon Valley Mining District in Southeastern Utah. The Lisbon Valley Project covers 26 square miles of uranium claims prospective for the discovery of major uranium deposits.

Mesa Uranium's first priority is to explore adjacent to and on strike with the Districts largest mine, the Lisbon Mine which produced over 22 million pounds of uranium between 1972 and 1988. The grade and size of the deposit justified the development of two shafts and construction of a mill which profitably produced uranium when uranium prices averaged $21.00 per pound, the current price is $43.00 per pound. The initial phase of drilling will concentrate on targets along strike and within a few hundred feet of the underground stopes of the Lisbon Mine.

Over 85 million pounds of uranium were produced in the Lisbon Valley district from 1952 until the early 1990's from a trend 16 miles long by 1/2 mile wide along the flanks of the Lisbon Valley anticline. All of the major ore bodies did not outcrop and were discovered by exploration drilling, the most famous being the Mi Vida mine discovered by Charlie Steen in 1952. The Lisbon Valley Mining District accounted for over 80% of the uranium mined in the State of Utah and had some of the highest uranium grades in the United States, averaging 0.4 percent uranium. The Lisbon Valley Mining District is located in the Colorado Plateau region, 30 miles south of Moab, Utah.

Mesa Uranium Corp. (the "Company") is very pleased to report that drilling has commenced at its wholly owned Lisbon Valley uranium property located in Utah, USA. The drilling contractor is Bob Beeman Drilling whose personnel have years of experience drilling in the Lisbon Valley which dates back to the 1950's.

This initial phase of drilling comprises 10 holes which will concentrate on targets on the northern perimeter of the Company's claims adjacent to the largest mine in the Lisbon Valley Mining District, the Lisbon Mine, with past production of over 22 million pounds of uranium. Initial drilling results from this first phase of drilling are expected to be reported in the coming weeks. The south shaft of the Lisbon Mine is within 800 feet of the Company's property. The 2006 drilling plan consists of 35 holes for 25,000 meters of drilling.

Exploration Targets
The Lisbon Valley Mining District produced over 85 million pounds of uranium, 63 million pounds of which were produced from 15 mines that occur along a mineralized trend that is ½ mile wide and 16 miles long on the southwestern flank of a faulted anticline and is primarily hosted by the Moss Back member of the Triassic Chinle sandstone. During the 1960's, miners and geologists working in the District observed this trend and postulated a genetic relationship between the uranium deposits and the anticline and determined that more mines might occur on the northeastern side of the faulted anticline in a similar trend as the southwestern flank.

Using this geologic concept, exploration efforts focused on the northeastern side of the anticline in the hopes of discovering what could be the other half of the District. The exploration concept was validated in 1968 when a series of wildcat drill holes intercepted uranium ore on the northeast side of the anticline. Surface drilling delineated a massive tabular ore body roughly ½ mile wide by 1 mile long containing 3 million tons at a grade of 0.4% for a total of 22 million pounds of U3O8 produced. The size and high grade of the deposit justified the sinking of two 2,300 foot shafts and the construction of a 700 ton per day mill which produced yellowcake (uranium oxide) in a period when U3O8 prices averaged $21.00 per pound; the current price is $43.00 per pound. Rio Algom operated the mine between 1972 and 1988. The decline of uranium mining in the late 20th century brought a halt to further exploration.

The Lisbon Valley District accounted for over 80% of the uranium mined in the state of Utah and had some of the highest uranium grades in the United States averaging 0.4 percent uranium. The Company controls a large land position (27 square miles) in the District. The Lisbon Valley Mining District is located in the Colorado Plateau region, 30 miles south of Moab in San Juan County, Utah.

The project area is fully described in a current National Instrument 43-101 compliant report available for examination on www.mesauranium.com and on www.sedar.com.

[Dracull]

Com a antecipação da crise do oil&gas peak, as energias alternativas estão na berra à medida que as pessoas deixaram de as ver como energias alternativas, dum alternativo equivalente a marginal, para uma definição de energia alternativa em que o alternativo é visto como energia do futuro.

Neste e noutros forums tem-se falado de energias alternativas como etanol, energia solar, fuel cells, mas não se tem falado muito de energia nuclear.

Do meu ponto de vista, o nuclear é a energia que melhores condições tem como candidata a sucessora do petroleo e gás: é barata, limpa dentro do razoavel e com indices de produtividade bastante aceitaveis.

Aqui deixo algumas ideias, ainda que inacabadas sobre o tema. Quem quiser comentar ou acrescentar algo é bem vindo de forma a que possamos todos ter uma mais valia no assunto.

M/Cumprimentos,
D.