Daily Reckoning Australia’s Dan Denning takes a look at the latest developments in the Australian energy sector. He says the country will need new energy supplies from somewhere to power its industry, and much will depend on the government’s carbon trading scheme. More from Dan…

Dan Denning says Australia is the buckle on the global sun belt. This makes the country perfect for solar energy projects. Like the one recently announced by Worley Parsons (ASX:WOR): the Pilbara solar project…

Analysts Down Under are telling investors to buy into banks. But this is disastrous advice, says Dan. Banking is in terrible shape. Investors would be much better off buying into beaten-down resource and energy firms. It’s now the best time since 2003 to buy a portfolio of world-class projects at very good values. This from Dan Denning…

There are lots of reasons why a small company share can go up in price quickly. Usually it’s an innovative new product, a new market, or, in some cases, a sudden change in the market value of a good, product, or service.

“Who is the predator and who is the prey? That is what we wonder today.”

“Is China preying on BHP Billiton (ASX: BHP)? Or is BHP preying on Rio? Who are the barracudas and who are the minnows?” asks Dan Denning of the Daily Reckoning Australia.

Steel prices are up by about 10% this year already.