This article may seem contrary to an article I published recently titled Despite Japanese Trauma, Uranium Is Not Dead. I assure you it is complementary and not contrary.
Nuclear power will continue to play a role in servicing the world's energy demands as a clean and efficient alternative to fossil fuels. However, while I do not believe uranium is dead, it may forfeit some near-term growth due to countries delaying nuclear projects. This should benefit companies with thermal coal operations and especially those that export large quantities to Asia. It is no secret that coal companies have had a strong run over the last year, but for those with a long-term time horizon, they may still produce above average returns as the gap between production and demand is expected to widen. Below are a few companies that produce and export coal around the world.
Xstrata PLC (XSRAY.PK) is a large
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