Streetwise Reports' Article Archives — December 2011 back to current month (37)
Another "Peak" Performance (12/30/2011)
"But if you take a closer look at the arguments that undergird the peak oil philosophy, you find an interesting and underreported aspect that lies at its core: In most cases, these folks don’t actually argue that the world is physically short on oil and natural gas."
Year in Review: Digging into Potash Stocks (12/29/2011)
People have to eat. That seemed to be the consensus of the markets in 2011, which saw potash gaining traction as a new kind of safe haven. A resource that promises higher crop yields in a time of exploding global population growth, potash is ripe with potential profits for investors who choose carefully. The Energy Report dug deeper into this sector in 2011, interviewing analysts and industry experts who shared how to gain exposure to this growing market.
Maya Crude Output, Frack to the Future and More Damn Statistics (12/28/2011)
"Having supply available locally does not automatically mean it is the preferred option, especially if the cost of extracting it still exceeds the cost of importing equivalent volume. Security of supply is another matter."
Top 10 Commentaries of 2011 (12/28/2011)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
Renewed Faith in Oil and Gas: Jim Letourneau (12/27/2011)
According to Jim Letourneau, author of the Big Picture Speculator, oil and gas aren't going away any time soon. Indeed, new technologies offer the industry and investors profitable opportunities. Read more about why Letourneau considers shale gas, shale oil and enhanced oil recovery "game changers" in this exclusive Energy Report interview.
Winners and Losers Emerge for Renewable Energy in 2012 (12/27/2011)
"Wind turbine makers, solar panel manufacturers, biomass pellet producers and other supply-chain companies, along with project developers, have shared in the good times, with plenty of prosperity to go around."
Investment Forecast: Why 2012 Will Be the Year of the 'Micro Boom' (12/27/2011)
"These little-known profit machines will separate the winners from the losers in the New Year. The 'Bakken Boom' is unfolding in North Dakota, and profit-seekers are pursuing shale oil."
The Aristocrats! MLP Edition (12/27/2011)
"What would a list of MLP distribution aristocrats look like, and how would it have performed?"
China Announces Discovery of Massive Coal Deposit (12/23/2011)
"The discovery of a massive new coal reserve in Xinjiang Uygur is hoped will help meet China's coal requirements, which are set to grow to 1 gigaton during the 12th five-year plan."
MLP Performance Review: Is It Safe? (12/23/2011)
"The MLP index is on track to post a 2011 price change of around 5% and a total return of more than 10%. It will mark another year of MLPs outperforming the S&P 500."
Year in Review: Long-Term Uranium Stock Prospects Trend Higher (12/22/2011)
At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector.
Imitating Big Money Could Hurt You (12/21/2011)
"Institutional buying can boost stocks to record peaks, meaning entry prices may not be attractive. Furthermore, institutions may book profits before you realize gains."
Forget WTI, Play Crude with This Oil ETF (12/21/2011)
"This type of oil, which is usually extracted from the North Sea, generally trades at a discount to its WTI counterpart."
Profit from Peak Oil: Bob Moriarty (12/20/2011)
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
America's Energy Pipeline Dreams (12/16/2011)
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States."
Europe's Struggles Are a Warning for Alternative Energy Investors (12/16/2011)
"Yes, a transition to non-fossil fuels would improve environmental prospects and may help markets like the U.S. become less reliant on imports. But such moves have large price tags."
Canadian Oil to Support Market Growth: Bill Bonner (12/15/2011)
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential.
The Changing Nature of Global Gas Projects (12/14/2011)
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels."
Australian Uranium Exports to India Gather Steam (12/14/2011)
"With the Australian governing Labor party having voted to overturn its long-standing ban on exporting uranium to India, the nation's strategic ties with India are set to benefit."
The Uranium Industry Is Alive and Well: David Talbot (12/13/2011)
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
Major U.S. Land Sale Offers a New Approach for Nevada Mining, Geothermal Development (12/13/2011)
"A huge swath of privately owned land and mineral rights along the main highway corridor serving Nevada's major mining districts is now being marketed to both major and junior mining companies by a single landowner focused on mining and geothermal leases and development."
Why the Smart Guys Are Buying Uranium Miners (12/13/2011)
"Russia and the U.S. have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally. Our ongoing faith in nuclear energy's future continues to be upheld."
Deck the Halls with MLP Equity (12/10/2011)
"Another week, another billion dollars of MLP equity issued. MLPs had a decent week, continuing the recent trend of barely flinching in response to mountains of new paper."
Four Small-Cap Energy Stocks to Watch: Josh Young (12/08/2011)
Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long.
Gas Prices: Low Enough for Consumers, High Enough for Producers? (12/08/2011)
"Some experts hold that current prices stimulate production, while others argue that the oil-linked price structure will not survive."
If You Invest in Crude Oil, You Need to Know This (12/08/2011)
"A massive spike in crude oil prices may be on the way; the news from the Mideast is not good. It is no longer a question of when we put our crosshairs on the back of Iran's head. We are already at war."
Get Long on Bakken Oil Stocks: Same Day, Different Year. . .Same Fight (12/07/2011)
"Old industrial and agricultural states like Pennsylvania, Ohio and North Dakota are seeing their populations swell because of oil and natural gas drilling."
Get Ahead of Semiconductor Industry Growth with These Seven Investments (12/07/2011)
"Without semiconductor chips, modern cars won't run, airplanes can't fly and many now-routine medical procedures would be impossible."
TransCanada Keystone XL Pipeline Faces Political Peril: Ian Doig (12/06/2011)
The TransCanada Pipeline project could be one of the most important oil infrastructure developments in a generation. For an analysis of what is holding the project up and what investors should be watching in the industry, The Energy Report, asked Ian M. Doig, editor of Doig's Digest.
Oil Producers Keen to Defend Crude Price (12/05/2011)
"We could see oil prices continue at their current levels despite a weaker global economy and softening demand for oil."
Power Politics and the Price of Oil (12/05/2011)
"Political decisions continue to have a major influence even when the primary purpose of an action, an election, or a sanction has nothing directly to do with the global price of oil."
US Rig Count Heads Further Down (12/05/2011)
"Some companies have been prompted to alter their spending patterns away from gas to the more profitable liquids-rich projects."
Karnalyte Gets Major Financing for Saskatchewan Potash Mine (12/01/2011)
"Karnalyte Resources secured what amounts to a hefty down payment in a bid to finance construction of its Wynyard potash project in Saskatchewan and become Canada's next potash producer."
MLPs: A Simple Way to Put More Cash in Your Pocket (12/01/2011)
"These days, high-yielding investments are a must-have for investors. This market is simply too volatile to be taking long shots."
American Classic Finds New Life in China (12/01/2011)
"Companies plan to introduce hybrid and electric cars in cities throughout China."
Energy Stocks on Year-End Clearance Sale: Chen Lin (12/01/2011)
Attention Shoppers: There are some amazing values currently available at bargain prices in the energy department. That's pretty much what Chen Lin told us in this exclusive interview with The Energy Report. The current level of risk aversion by most investors has left the doors wide open for those who are willing to see real values and major potential in oil and gas producers.
Why the World's Biggest Miners Like Potash (12/01/2011)
"The potash story is just starting. Unlike other resource plays, there is no cycle, demand is always going to be there and it is rising year-over-year, making potash an excellent play in what will be a long-term agricultural commodities bull market."
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