John Licata

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  • Alcoa: Execution is Key

    By John Licata - January 16, 2013 | Tickers: AA, RIO, TSLA, YHOO

    For the past two years I’ve received several emails from disgruntled readers who took issue with me publicly saying that Alcoa (NYSE: AA) is not a bellwether. I will very much stand by that comment today, but those readers may find some comfort in knowing I’ve become a bit more constructive in my outlook for the company.

    So why isn’t Alcoa a bellwether in my eyes? Well more »

  • Will Adoption Ruling Be a Foreshadowing for Nuclear Decision With U.S.?

    By John Licata - January 8, 2013 | Tickers: CCJ, DML, URA, UUU, USU

    Editor's Note: The original article incorrectly stated Uranium usage the U.S. produces. This version has been corrected.

    <img src="/media/images/user_14988/vladimir-putin_large.jpg" />

    Russian President, Vladimir Putin, has been targeting his country’s use of nuclear power to grow 25% by 2030 from roughly 16% of total electricity production (present Russian nuclear capacity is 24GW). That nuclear power forecast number may prove to be conservative since Russia may speed the retirement of older nuclear more »

  • Kite Power: Investors, Including Google, May Want to Catch Some More Air

    By John Licata - December 29, 2012 | Tickers: ENLAY.PK, PWND.DL, GOOG

    Have you ever been told to go fly a kite? Well, even if you haven’t, maybe you should consider it since the next generation energy concept may actually be another way to wean ourselves off of fossil fuels. In fact, you may soon be able to use kites to power your house, maybe even your whole neighborhood by harnessing stronger, more reliable wind currents high above land and sea more »

  • Cold-cracking May Stimulate E&P and Refinery Stocks

    By John Licata - December 27, 2012 | Tickers: SNP, CEO, STO, SU, TOT | Editor's Choice

    New major oil finds are rarer today than they were just two decades ago. Add the fact that a new Greenfield refinery hasn’t been built in the U.S. since 1976, and you can imagine demand for finished products such as gasoline, heating oil and jetfuel are high, even during a recession. So while refiners struggle to modernize new plants, E&P companies have benefited from the wide-spread adoption more »

  • The Future of Energy May Literally Be in your Child's Hand

    By John Licata - December 21, 2012 | Tickers: AIXG, GTI, INTC, IBM, OLED | Editor's Choice

    Being in the research business for north of a decade, it’s always exciting for me to focus on emerging technologies and next-generation materials that could advance energy solutions and also open new doors for a variety of applications. This has me keyed up to discuss graphene, especially for the promise it holds in the future of energy conversion and storage.

    <img src="/media/images/user_14988/pencil_large.jpg" />

    First things first. What the heck is graphene anyway more »

  • Prairie Power: Switchgrass is a double threat investors should plant in their portfolios

    By John Licata - December 14, 2012 | Tickers: ADM, COP, XOM, GM, MBLX, VLO

    You may know it as Panicum virgatum but if you do, you also may have had your school lunch money stolen a bunch of times when you were a child. For the majority of people reading this post, Panicum virgatum is also commonly known as switchgrass. It is my view that switchgrass will soon gain mainstream interest for its promise as a feedstock in the production of bioplastics and biofuels more »

  • Tesla, the Beckham Experiment of the Electric Car Market

    By John Licata - December 7, 2012 | Tickers: TSLA, TM

    When David Beckham, an international soccer icon, first came to the Los Angeles Galaxy six years ago, most people thought his $250 million salary was a joke only destined to make the club and ultimately Major League Soccer (MLS) fail. Yet, the price tag for Beckham wasn’t all for playing. Rather, the megadeal for Beckham also included marketing and branding rights aimed at helping the Galaxy and the league more »