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Streetwise ExclusivesVictor Goncalves: Fundamental Shifts on the Horizon for Energy Source: Interviewed by Karen Roche, Publisher, The Energy Report 02/04/2010
Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Energy Report, talks with us about what he thinks "being green" means for energy. It's more than having a smaller carbon footprint, and more about using energy efficiently. He's enthusiastic about the prospects for rare earths, saying they are going to be a "huge phenomenon."
Frank Holmes: Emerging Markets' Growth and the Resources Boom
It takes vast quantities of natural resources such as gas and oil to copper and zinc to build infrastructure to accommodate explosive growth in population, upward mobility, urbanization and industrialization in developing economies. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Energy Report interview, adapting nimbly and rationally is the key to staying in the game and names some resource companies he feels are well positioned to win.
Tom MacNeill: Saskatchewan Leading the Resources Boom
Tom MacNeill, Chairman and CEO of 49 North Resources Inc., is gung-ho about the prospects for Saskatchewan and the early-stage opportunities in the now-flourishing resources sector. As he tells readers in this exclusive Energy Report interview, he's thrilled to be facilitating the inflow of investment capital to further dynamic junior resource projects in everything from oil and gas to uranium and coal.
Mickey Fulp: Race to Rare Earths Heats Up
Mercenary Geologist Mickey Fulp says that 2009's "flavor of the year"—rare earth elements—will sport that same label in 2010 in this exclusive interview with The Energy Report. Mickey likes the integrated mine-to-market players, and is bullish on uranium, too, but finds it scary to see likes of Kazakhstan emerging as the world's top supplier.
John Kaiser: Balancing Security of Supply Worries with Optimism on the R&D Front
Huge emerging economies, primarily that of China, are driving up demand for the raw materials needed to develop infrastructure and making it clear that their own domestic needs take priority. Security of supply is a major concern, says mining analyst John Kaiser in this exclusive Energy Report interview. John identifies a few investment opportunities that are emerging to forestall lack of access to some key ingredients of economic growth, and also optimistically anticipates "a period of scientific breakthroughs that's going to pump up the world in a very big way."
Steven Li: Mergers Abound in Geothermal
Which alt energy source to invest in? One that runs 24/7, according to Steven Li, Senior VP of Technology & Clean Tech at Raymond James. "With geothermal it's always there, all the time," says Li, who examines key drivers for geothermal development in this exclusive interview with The Energy Report.
Porter Stansberry: Pockets of Promise in Natural Gas and Oil
Stansberry & Associates Investment Research founder Porter Stansberry definitely likes the looks of natural gas in emerging markets. As for oil, Porter expects it to do very well if inflation follows what he sees as inevitable declines in the value of the U.S. currency. Read on to learn what he describes in this exclusive Energy Report interview as "probably the best opportunity for oil investors in a very long time, maybe 40 years."
Keith Schaefer: Oil and Gas in 2010
"If gas stays in the $5–$6 range, that's what I would call purgatory," says Oil & Gas Investments Bulletin writer Keith Schaefer, adding "and anything less than that would just be hell." Learn about new technologies that are greatly increasing the amount of recoverable oil in the world and find out why Keith warns investors to be very, very selective, particularly in Canadian natural gas stocks in this exclusive interview with The Energy Report.
Greg Chornoboy: Size of the Prize May Be Worth the Wait
Jennings Capital VP and Senior Oil & Gas Research Analyst Greg Chornoboy shares his take on the prospects for prices in oil and natural gas—and what he sees driving those prices—in this exclusive Energy Report interview. Greg favors large, well-capitalized companies for natural gas, while for oil he leans toward what he calls "embryonic" juniors with overseas properties in politically stable jurisdictions.
Roger Wiegand: It's Not a "Buy and Hold Forever" Sector
Trader Tracks editor Roger Wiegand tells The Energy Report readers in this exclusive interview that while a short-term surplus in oil and natural gas supplies doesn't appear to bode well for expectations of rising prices, the inflationary outlook outweighs the fundamentals. The veteran prognosticator says inflation alone could drive oil up to as high as $100 a barrel.
Green's Looking Lush to Lawrence Roulston
With interest in alternatives to traditional, non-renewable sources of energy picking up steam around the globe, GreenTech Opportunities' editor and publisher Lawrence Roulston says investors in the sector may realize spectacular rewards. As he tells The Energy Report in this exclusive interview, he particularly favors enterprises on the brink of bringing breakthrough technologies to market—technologies that hold the key to making alternative energy production more economical, more efficient and more reliable.
James Passin: Betting on Beryllium
James Passin, co-founder and manager of Firebird Global Fund and Firebird Global Fund II, in this exclusive interview with The Energy Report, discusses beryllium and its energy, military and industrial applications. He also describes a burgeoning beryllium-uranium mix oxide fuel technology on the horizon, with the "potential to revolutionize nuclear power by creating a safer and more efficient fuel."
Andrew Mickey Shares Insights on Up-and-Comers
Q1 Publishing's Founder and Chief Investment Strategist Andrew Mickey share tidbits with Energy Report readers about several companies that present low downside risk with ample upside potential. These companies are carving niches for themselves in various segments of the energy industry and include an up-and-coming junior lithium company that "if you like lithium, you'll have to like."
Ryan Davies Finds Hot Technology Produces Solar Power for Half the Price
A shining example of using the sun's energy to heat, cool and light the homes and businesses of a desert community in California is poised to power up next year. It's based on a technology that uses refraction rather than reflection to produce solar power on a utility-size scale at half the price of photovoltaic technology. For this exclusive interview, The Energy Report caught up with Ryan Davies, CEO of REDCO, a renewable energy development company building the very first commercial plant that uses the technology.
Duane Grubert: Gas Wants a Wicked Cold Winter
CRT Capital Group Senior VP Duane Grubert likes oil better than gas. Why? As he tells The Energy Report in this exclusive interview, the oil-and-gas price link is weaker than it's been in over a decade and natural gas is too dependent on a fierce winter to fuel demand and drive pricing up.
Matt Badiali: Using CO2 to Expand Low-Carbon Oil Production…and Other Developments
S&A Resource Report editor Matt Badiali, in this exclusive interview with The Energy Report, shares his views about areas within the oil industry worthy of investors' attention, and talks about the promise—and problems—associated with major oil finds that have been making the news. These discoveries may postpone peak oil by a decade or two, but they will take a long time to bring to production, too.
Ross Beaty: Magma Heating up Geothermal Space
In this exclusive interview with The Energy Report, entrepreneur extraordinaire Ross J. Beaty, whose most recent enterprise is Magma Energy Corp., talks about how he intends to offer investors a heretofore unavailable opportunity to ride the geothermal growth wave, what sparked his interest in the sector, and where he sees many similarities between mining for metals and capturing the energy from the magma beneath the earth's crust.
Mickey Fulp: Rare Earths Are 'Flavor of the Year'
Shifting gears from gold to energy, Mercenary Geologist Mickey Fulp focuses on the latest rage: rare earth elements (REEs). In this exclusive interview with The Energy Report, Mickey discusses China's monopoly on REEs and the resultant shock waves still rocking Western industrialized countries and Japan. While fear of China protectionism looms, Mickey sees plenty of opportunity in "cream-of-the-crop North American companies" that are presently undervalued.
Fadel Gheit: Oil Prices to Remain Inflated, but Don't Pass on Gas
Ranked #3 on Forbes' Best Brokerage Analysts for 2009, Oppenheimer Senior Analyst Fadel Gheit sat down with The Energy Report to shed light on existing conditions in the oil and gas sector. In terms of oil prices, "financial players are more in control now than oil companies or OPEC," according to Fadel, who is currently more bullish on gas than on oil. "Despite the fact that gas stocks gained significantly this year," he says, "we think the upside potential remains great."
Deep-Sea Oil Reigns Supreme for Byron King
Energy and resource sector expert Byron King tells Energy Report readers in this exclusive interview that he has not bought into the argument that the recession is behind us and he is absolutely sold on deepwater drilling and other plays that bode well for oil as long as the price stays above $70 a barrel. Meanwhile, he's hunting for new investment alternatives in the natural gas arena, and hoping to see the geothermal industry rebuild what he sees as its broken business model.
Alex Burgansky: Russian Oil & Gas Industry Surprises Analysts
Renaissance Capital oil and gas analyst Alex Burgansky, who ranks at the top of the list of sector analysts in Russia, shares his insights on the industry and its issues in this exclusive Energy Report interview. Alex worries that Russia's oil production will decline unless its tax regime stops discouraging investment that taps into the strong reserve base in core producing areas.
Geothermal & Nuclear Energy Stars Spark Gianni Kovacevic's Interest
"It's all about the management," says corporate development strategist and consultant Gianni Kovacevic, who has identified leaders in both geothermal and nuclear energy sectors. In this exclusive interview with The Energy Report, Gianni discusses some of the elements that make their management teams so powerful.
Marin Katusa: Get—and Stay—Ahead of the Herd
Back for another enlightening interview with The Energy Report, Marin Katusa, Chief Investment Strategist for Casey Research's Energy Division, shares some timely investing strategies for the ever-changing energy markets. Ultra-bullish on uranium, Marin foresees a great shakeout in the sector. "The key is being with just the right select players," he says. The seasoned strategist also covers oil, natural gas, coalbed methane (CBM) and geothermal, emphatically encouraging investors to get—and stay—ahead of the herd.
What's Driving Lithium? Merrill McHenry on the "Technology" Metal
Demand for lithium is on the rise, as hybrid car batteries and portable electronic devices often require rechargeable lithium batteries. Analyst Merrill McHenry, MBA, CFA, in this email interview, gives The Energy Report readers the lowdown on automakers racing to see how many cars they can get into the market, and the importance of project economics in looking at investment opportunities.
John Licata Looks for Natural Gas to Heat Up, Crude to Climb Back Toward Triple Digits
Well regarded for his insights and forecasts across the commodity spectrum, Blue Phoenix Chief Investment Strategist John Licata talks about some excellent investment opportunities in both natural gas and oil exclusive in this exclusive interview with The Energy Report. And while acknowledging that he's probably in "a dark room alone on this one," he also sees reason to be bullish about the refining space.
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