NNZ, Yes very good points. Electric cars powered off the grid is the obvious future world direction, given peak oil, China/India growth in car demand combined with greenhouse issues.
Long-term ARU is an absolute winner with the REE and phosphate even if the uranium outlook isn't quite so bullish from 2015 forwards, ATM. The jury is still out on just how much nuclear power will ramp up over the next 20 years. I suspect that alternative power generation will surprise us with its viability especially with cheaper solar panels/films and innovative storage systems that can release the generated power at peak periods/night.
Can anyone please provide a link to the AllianceBernstein report?
This is a good link to explain what PHEV's are:
http://www.calcars.org/vehicles.html
and this:
http://www.alliancebernstein.com/investments/us/StoryPage.aspx?nid=5347&cid=37755
quarterly, page-4
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