Streetwise Reports' Article Archives — October 2012 back to current month (48)
Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev (10/30/2012)
Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns.
Oil Prices: As the WTI-Brent Spread Widens, Refineries Are Set to Advance (10/29/2012)
"For the next 20 years, higher Brent oil prices will affect U.S. prices, even if we rely on fewer imports."
The 'Water Alchemists' in the New Wild West (10/28/2012)
"A 21st century wild-west scenario is developing in Texas. It all has to do with the fast-rising use of water in the Lone Star state's energy patch."
The 'Water Alchemists' in the New Wild West (10/28/2012)
"A 21st century wild-west scenario is developing in Texas. It all has to do with the fast-rising use of water in the Lone Star state's energy patch."
Uranium Supply Squeeze Offers Opportunity (10/26/2012)
"The likelihood of a shortage of mined uranium makes companies with near-term uranium production very interesting."
Africa and Kurdistan Show Great Oil and Gas Potential: Lionel Therond (10/25/2012)
With Iraqi sanctions impeding profitability, explorers and producers are flocking to Kurdistan for cheap production and access to international buyers, explains Lionel Therond, head of oil and gas research at Standard Bank. Meanwhile, discoveries throughout Africa hint at vast untapped potential. In this exclusive interview with The Energy Report, Therond gives us the geological lay of the land in key emerging plays.
Putting America’s Energy Boom In Perspective (10/25/2012)
"Today we're on the global hunt for oil and gas, and yet again it's brought us back to one hugely profitable place: our own backyard!"
Americans Use More Efficient and Renewable Energy Technologies (10/25/2012)
"Americans used less energy in 2011 than in the previous year due mainly to a shift to higher-efficiency energy technologies in the transportation and residential sectors."
China Restarts Nuclear Program (10/24/2012)
"China is the world's biggest energy consumer, and building new reactors is a key part of Beijing's plans to curb demand for fossil fuels."
Natural Gas Has Sex Appeal: Andrew Coleman (10/23/2012)
With prices on the rise and a cold winter approaching, some gas names have already begun to rally. But Andrew Coleman of Raymond James takes a cautious approach—that's why he looks for oil and gas companies that can survive a tough market. In this exclusive interview with The Energy Report, Coleman shares how to gain exposure to promising shale plays using defensive investing tactics. Read on to learn which companies are measuring up with strong balance sheets, dominant acreage positions and top-tier technology.
Canada Denies Petronas: A Catch-22 for LNG Exports (10/23/2012)
"Stocks that foreign companies looking to cash in on Canada's short shipping lines have been eyeing won't be bought out now—at least not for a while."
Unlock the Eagle Ford with These Three Words (10/22/2012)
"The Eagle Ford is in between the optimization phase and the harvest phase, ready to pay out for investors."
Jeb Handwerger: Uranium Stocks Are at Two-Year Lows, Pounce Now and Ride the Upswing (10/18/2012)
Jeb Handwerger, Gold Stock Trades editor, says coal and natural gas lobbyists are kicking the uranium industry while it's down in the shadow of the Fukushima nuclear accident. It's still stormy out there, but the sector may prove be the pot at the end of the rainbow for contrarian investors. In this interview with The Energy Report, Jeb Handwerger challenges investors to take a calculated risk on a sector with major potential.
We're a Lot Less Together in the Oil World than We Used to Be, According to the IEA Outlook (10/18/2012)
"Interdependence has been a consistent theme in oil for many years, the idea being that even a small supply disruption in one part of the globe can have an impact thousands of miles away. Say goodbye to that notion."
The Oil of Iraqi Kurdistan: A Power Showdown (10/18/2012)
"For the Kurdistan Regional Government (KRG) of Northern Iraq, it's all about control. Oil majors like ExxonMobil, Chevron and Total are willing to sign deals with the KRG at risk of losing big contracts with Baghdad."
Exxon's Biggest Canada Deal Signals Shale Rush (10/18/2012)
"The Duvernay shale, which is soaked in natural gas as well as petroleum liquids such as propane and ethane, which fetch higher prices, may rival the mammoth Eagle Ford formation in south Texas."
Play Housing and Agriculture with Energy (10/18/2012)
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet."
Coal Stocks See Better Days Ahead if Romney Wins Election 2012 (10/16/2012)
"If Mitt Romney wins Election 2012, it'll be a rare piece of positive news for the coal industry and a boost for beaten down coal stocks."
Bruno del Ama: Do ETFs Offer Value for MLPs? (10/16/2012)
Bruno del Ama is co-founder and CEO of Global X, which has recently rolled out its own MLP ETF. But as del Ama asserts, how to gain exposure to this promising asset class is really a matter of investor preference. In this exclusive interview with The Energy Report, del Ama explains the differing structures of popular MLP ETFs on the market and names the MLP stocks that are delivering success.
2013 Natural Gas Prices: Now Is the Time to Be Bullish (10/16/2012)
"As we move into the winter season, two things are becoming clear. First, this one will be colder than last year, nationwide. Second, natural gas prices are moving up."
Is Energy Independence Really on the Oil and Gas Agenda? (10/16/2012)
"Inadequate infrastructure has U.S. oil and gas priced below global rates, but when transportation costs are reduced, companies will ship their oil to the highest bidder."
China Issues Nuclear Safety Blueprint, Eyes $13B Investment (10/16/2012)
"China will have to spend around 80B yuan ($12.74B) by 2015 to upgrade the security of its nuclear facilities and radioactive contamination control to international standards, a report issued by the Ministry of Environmental Protection said."
Evolving Microbes Help Turn Bio-Oil into Advanced Biofuels (10/15/2012)
"Iowa State researchers are using a hybrid approach to produce the next generation of biofuels."
EU Ministers Adopt More Iran Sanctions, Including Gas Ban (10/15/2012)
"EU foreign ministers adopted Oct. 15 a raft of new sanctions against Iran, including a ban on the import of natural gas, a ban on the supply of vessels for the transportation or storage of Iranian oil and a ban on flagging Iranian vessels."
VPs Debate, Gas Inflates, MLPs Deflate. . .Distributions to Disinflate? (10/14/2012)
"In the absence of news, commodity prices drove the bus, which helped MLPs outperform the S&P 500 for the week."
Cameco Signs Landmark Kintyre Uranium Deposit Development Agreement (10/12/2012)
"But as CEO Tim Gitzel told analysts last July, 'We need more price, or more pounds, or hopefully both' to develop the project."
Fresh MLP All-Time Highs Again (10/11/2012)
"MLPs closed this week at brand new all-time highs after gaining another 2.3% this week, outpacing a big week from the S&P 500 (+1.5%)."
Hydraulic Fracturing and Water Use: Get the Facts (10/11/2012)
"Given that large portions of our nation are facing serious drought conditions, there are justifiable concerns about our water supply. To fully understand this issue, it's important to analyze real-world data relating to water consumption."
Energy Investment Is an International Adventure: Darrell Bishop (10/11/2012)
Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it all.
Six Treacherous Biofuels Crevasses, Six Guides to Steer You (10/11/2012)
"Six major policy decisions and issues await the U.S. elections. What chasms must companies cross, and how might it shape technology, grants or source crops in the industry?"
Fertilizer Could Power Quebec (10/10/2012)
"Workers in Becancour, Quebec who are facing the imminent closure of a nuclear power plant, may soon find new jobs."
US Power Demand Will Cause 'Daily Volatility' in Natural Gas Flows: TransCanada (10/10/2012)
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services."
Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky (10/09/2012)
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well.
Iran's Currency Collapse Has All the Markings of a Full-Blown Crisis (10/09/2012)
"Oil sanctions and ever-tighter restrictions to international banking have had a devastating impact on the rial, Iran's currency. Riots have begun and its economy is unraveling."
EU Backs Away from Stricter Offshore Oil, Gas Rules: MEPs (10/09/2012)
"The energy committee voted to switch from a detailed, technical regulation to a more flexible directive that will allow countries to adapt the rules to existing systems."
New Technique Reveals Lithium in Action (10/08/2012)
"This new method for studying the reactions of such batteries in detail could help researchers in their quest to design better batteries."
The Solar Silver Thrust (10/05/2012)
"In early July, Japan announced that utility companies would be paid three times more for electricity sourced from solar. It's widely expected that the premium will ignite the use of solar power—and solar uses a lot of silver."
How a Switch Back to Coal Could Halt the Natural Gas Rally (10/05/2012)
"When will electricity producers in the U.S. switch from natural gas back to coal? It's an important question this week as natural gas prices are breaking out above recent lows."
Energy Technologies with a Competitive Edge: James McIlree (10/04/2012)
Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery.
Solid Q3 for MLPs (10/04/2012)
"This post is going to be light on commentary and heavy on colorful charts as we attempt to take stock of recent performance, seasonality and winners and losers."
Fed, States Ponder 'Green Banks' (10/04/2012)
"As America's clean energy industry takes up position in a no-man's land between subsidies and sustainability, the idea of 'Green Banks' is being touted as a life-line that will push the industry into maturity."
Energy Basics Trump Obama/Romney Trade: Q&A with Blackstone's David Foley (10/04/2012)
"Notable in Foley and Blackstone's energy investing approach is a lack of short-term bets, such as reading tea leaves for election year policy change, and instead, a focus on long-term exploration and development trends that work regardless of who takes the White House."
Why My Portfolio Gained 30% This Year: John Stephenson (10/02/2012)
Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly.
Why an Islamic Revolution in Saudi Arabia Will Send Oil to $300/bbl (10/02/2012)
"Is a 1973-style oil crisis about to engulf the entire world?"
Aussie Projects Gone to Potash (10/02/2012)
"Speculation that a potash project in Canada has leapt ahead of major Australian projects in BHP Billiton's order of preference have been reinforced by new documents released by the company."
Pipeline Infrastructure Needed for the Bakken (10/02/2012)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource."
Investing in Oil: Five Questions to Ask the Management (10/01/2012)
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements."
Commodity Stocks: Improving Returns with No Extra Volatility (10/01/2012)
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results."
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