Investment coverage on fossil, renewable and alternative energies.

Executive Briefing

Summary of Today's Top Sector Commentaries

How You Can Profit From the Market's Next Big Collapse "If you thought the bloodbath was over, think again. Despite falling 50% over the past year, many natural gas stocks are about to enter another major decline. You can use this coming slump to make huge capital gains over the next 12 months." - Marin Katusa, Casey Research (5/14/12) More >

The Relationship Between Oil and Stocks—and How to Trade It "Commodities and stocks have been moving closely together since the 2008 financial crash. But this relationship is starting to hit the rocks, with stocks moving higher and commodities moving lower. In this nervous market, you might assume that stocks will begin to drop with commodities, but I propose a different likelihood." - Cory Mitchell, Oil and Gas Investments Bulletin (5/13/12) More >

Republicans Want Navy to Quit Buying Biofuels "If the measure becomes law, it would make it all-but-inconceivable for the Pentagon to buy the renewable fuels, and it might very well suffocate the gasping biofuel industry, which was looking to the Pentagon to help it survive." - Wired, Noah Shachtman (5/14/12) More >

Nanotech Breakthrough Delivers 'Cleaner' Oil "Researchers recently invented tiny sponges that can soak up huge amounts of oil. I predict that, in as little as a decade, these 'nanosponges' will help the U.S. become more energy independent." - Michael Robinson, Money Morning (5/12/12) More >

Spot Uranium Prices Should Bottom in 2012: Scotiabank's Mohr "Scotiabank economist Patricia Mohr says the pullback in commodity prices remains relatively mild with signs pointing to a rebound this month." - Dorothy Kosich, Mineweb (5/11/12) More >

Oil-Rich Canada Looks to China for Growth "Chinese investors have beat out U.S. investors in Canada's oil patch every year since 2009, pumping $12.8B into companies and projects since then. British Columbia and the federal government have embarked on a massive push, spending billions of dollars, to retool the country's infrastructure to facilitate more trade with Asia" - The Wall Street Journal, Chip Cummins and Alistair Macdonald (5/15/12) More >

36 Billion Reasons to Buy Oil Service Companies "Let's say that the average Marcellus well costs $5M to drill and complete. Multiply that by 7,240 wells. That's $36.2B. That's a big number." - Byron King, Daily Resource Hunter (5/10/12) More >

Why Anti-Fracking Groups Are Shifting Their Story from Water to Air Quality "The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue." - Colin Harris, Energy InDepth (5/9/12) More >

The Great Push for Arctic Oil Continues "The Statoil/Rosneft deal illustrates how greater exploration cooperation around the globe can potentially enable companies to provide greater reassurance to their individual shareholders. But this requires a lot of trust." - James Baldwin, Money Morning (5/9/12) More >

Streetwise Expert Interviews

What Lies Ahead for Junior E&Ps: Bruce Edgelow

The landscape of the junior oil and gas industry has changed significantly over the last five years. What will the playing field look like five years from now? These are the questions that ATB Financial's Bruce Edgelow will discuss at his upcoming SEPAC Oil & Gas Investor Showcase keynote address, but in this exclusive interview with The Energy Report, Edgelow gives us a sneak preview. Read on as Edgelow examines which industry trends are likely to continue, and what it will take for juniors to attract investment capital in an increasingly competitive market. The only constant investors can expect, Edgelow argues, is change. (5/15/12) More >

Newsletter Briefs

"ARW has been a real success this last year." (5/10/12) Aroway Energy Inc. - Bob Moriarty, 321gold More >

"ARW is ranked fifth among the 260 junior energy companies on the TSX." (5/9/12) Aroway Energy Inc. - Robert Owen, Resource Clips More >

"Now may be a better time to buy FIS, before a potential acquisition bid." (5/8/12) Fission Energy Corp. - The Energy Report Interview with Rob Chang More >

"Unlocking its two turn-key mines will allow EFR to provide immediate upside." (5/8/12) Energy Fuels Inc. - The Energy Report Interview with Rob Chang More >

"Given that it's a near-term producer, I am very positive on URZ." (5/8/12) Uranerz Energy Corp. - The Energy Report Interview with Rob Chang More >

"I'm very positive on UWE; there may be a suite of metals the company can extract." (5/8/12) U3O8 Corp. - The Energy Report Interview with Rob Chang More >

Expert Analysis

"We are initiating formal coverage of UWE with a Buy rating." (5/14/12) U3O8 Corp. - David Talbot, Dundee Securities More >

"We initiate coverage of TGL, expecting substantial production and reserve growth ahead." (5/14/12) TransGlobe Energy Corp. - Wael Halaoui, TD Securities More >

"EQU's Viking and Cardium assets in Canada are most attractive." (5/11/12) Equal Energy Ltd. - Tim Murray, Desjardins Securities More >

"We maintain our Top Pick rating on TLH, the only pure-play lithium producer." (5/11/12) Talison Lithium Ltd. - Edward Otto, Cormark Securities More >

"We expect RDS to have sector-leading 22% EPS growth this year." (5/10/12) Royal Dutch Shell Plc - Michele della Vigna, Goldman Sachs More >

"CPT's newly acquired Vista extension shows growth potential." (5/9/12) Coalspur Mines Ltd. - Geordie Mark, Haywood Securities More >