Bakken Oil

Today's Energy and Capital

How to Play the China Coal Crisis

August 27th, 2008 - By Chris Nelder

Chris Nelder analyzes the effects of the Olympics on China, including the export side of China coal, prices, and investments in the China coal crisis. ..

In Part 1 of this article, we reviewed the rising demand, falling production, falling imports, and consequent shortages of coal in China.

This week, we'll consider the export side of China coal, prices, and some ways to invest in the China coal crisis.

China's Falling Coal Exports

As of June, with prices at stratospheric levels, China's coal exports had grown 84 percent over the previous year, to 6.99 million tons. (Bear in mind that this was happening even as blackouts enveloped the country.) But then as international prices fell in early July, exports fell by a third from June volumes.

Now, with thousands of factories temporarily shuttered for a lack of grid power, there is an enormous amount of pent-up demand for coal...

About Energy and Capital

Today, energy is at a global crossroads. The International Energy Agency (IEA) estimates a minimum of $20 trillion needs to be invested over the next 25 years to meet surging energy demand and to offset the declining reserves of the world's major oil fields.

There is, however, a solution to the looming energy crisis--a solution that will encompass numerous energy technologies and practices. The blueprint for success will not only include alternative and renewable energy, but the economic harvesting of remaining and unconventional oil sources as well.

Within that blueprint for renewable energy and sustainable energy use lies the most profitable investments this century has to offer. These are the energy stocks and investment strategies that fully exploit the "New Energy Economy." And Energy and Capital's editors and researchers bring them to market each and every day.

Join the legions of Energy and Capital subscribers taking full advantage of the world's energy transition. Subscribe to the free Energy and Capital e-Letter today.

Energy Investment Reports

Bakken Oil Production
Energy and Capital editor Keith Kohl takes a hard look at the Bakken oil boom in Montana and North Dakota.

Big Oil's Buyback
The Ongoing Battle for Control of the World's Remaining Oil Reserves... and the Shocking Truth Behind Why Big Oil Is Frantically Buying Back all of Their Stock Shares.

The New Era of Coal Investing
Welcome to the Coal Bull Market. Coal, whose surging price has outpaced crude oil and natural gas, could double this year.

Energy Stocks

Is the Commodity Boom Over?

Playing the Market in Upside-Down World

Energy and Capital editor Chris Nelder argues that the stock market rally of the last three weeks is only a short-lived respite from the continuing long-term boom in energy and commodities. » Read more

Posted: Wednesday, August 13, 2008

Fossil Fuels

Domestic Crude Oil Production

Last Chance to Save U.S. Oil Production

Energy and Capital editor Keith Kohl what's really going on with domestic crude oil production, and why it's crucial to reducing our addiction to foreign oil. » Read more

Posted: Tuesday, August 26, 2008

Global Energy

Crude Oil Forecast

Energy Department Raises Forecast 92%

Energy and Capital editor Ian Cooper explores the $70 crude oil forecast, and how to profit from today's surging oil prices. » Read more

Posted: Saturday, June 28, 2008

Peak Oil

A Story Nobody Wants To Hear

Talking Peak Oil on Yahoo Finance's "Tech Ticker"

Energy and Capital editor Chris Nelder is interviewed on the topic of oil on Yahoo Finance, and tells a story nobody wants to hear. » Read more

Posted: Wednesday, July 30, 2008

Renewables & Alternative Energy

U.S. Investment in Renewable Energy

How Washington's Stupidity Can Make You Rich

Energy and Capital editor Jeff Siegel reveals how a questionable, bipartisan decision about to be made in Congress may spark the next round of renewable energy profits in the U.S. » Read more

Posted: Friday, August 22, 2008

Solar Energy Investing

Solar Energy Companies

The Silicon Supply Supernova... and the 2 Best International Solar Stocks

Energy & Capital editor Nick Hodge reveals 2 solar energy companies whose stocks are set to go gangbusters from the silicon supply crunch. » Read more

Posted: Friday, June 13, 2008