Streetwise Reports' Article Archives — February 2012 back to current month (57)
Gas Prices Spike: Ease Pump Price Pain with Winning Stocks (02/29/2012)
"The average price for U.S. gas has climbed more than 10% in just the past two months. This suggests a trajectory that could produce a spike of $0.60/gallon or more by May."
Hydrokinetic Power Is the Next Wave in Cheap Energy (02/29/2012)
"In an era of cheap capital, emerging technology companies could provide investors the biggest bang for the buck. The key is finding a market that already has billions of dollars in pent up demand—like cheap energy."
Bill Clinton: Build Keystone XL on New Route (02/29/2012)
"'The extra cost of running it is infinitesimal compared to the revenues' the pipeline could produce, Clinton said today at an energy conference in the Washington suburbs."
Vote OKs Continued Potash Exploration on Sask, First Nation (02/29/2012)
"Voters on central Saskatchewan's Muskowekwan First Nation have given their OK to a historic proposal to designate lands for exploration for potash—and a possible mine."
Cures for the Apathetic Investor (02/29/2012)
"By investing in a natural resources fund, you'll have access to energy and materials stocks that should profit from rising oil prices."
Tap Energy Profits with Undervalued Producers: Chen Lin (02/28/2012)
The idea of finding an undervalued stock is enticing, but how can investors distinguish between an international value tap and a bottomless money trap? Private investor and newsletter writer Chen Lin combs every continent to find junior exploration and production companies whose balance sheets outshine low stock valuations. In this exclusive interview with The Energy Report, Lin shares some lesser-known names that offer major profit potential.
NMA, Nuclear Energy Institute Challenge 1M-Acre Grand Canyon Mining Ban (02/28/2012)
"The National Mining Association and the National Energy Institute have sued federal agencies to try to rescind the withdrawal of lands near the Grand Canyon National Park from mining activities."
US Refiners Scrutinize Biodiesel Producers in Wake of Bogus Credits (02/28/2012)
"After getting burned buying fake renewable fuel credits, U.S. refiners have increased their scrutiny of biodiesel producers by visiting plants, examining feedstocks and sticking to larger, established players."
The Strategic Petroleum Reserve Becomes a Political Football (Yet Again) (02/27/2012)
"At some point, the rise in prices will depress demand. But there is also nothing to prevent this from recurring, in more volatile and frequent cycles. In attempting to offset the effect of oil prices on an economic recovery, the question of whether to tap the SPR may soon be the least of our worries."
Oil Prices and Oil Company Profits (02/27/2012)
"With oil prices rising, we might expect a surge of upward earnings estimates for oil companies, but so far that is not the case. Are analysts implicitly suggesting that oil prices are going to fall back down?"
Do Rising Uranium Mining Stocks Forecast a Supply Shortfall? (02/27/2012)
"Despite the phoenix-like rise, uranium investors should not rush to take their nuclear chips off the table—this is just the beginning."
Japan in a Quandary as Iran Tensions Expose Energy Vulnerability (02/27/2012)
"Japan faces a dilemma. It has to balance its changed energy needs in the aftermath of the Fukushima disaster with the more urgent matter of cutting its imports of Iranian crude oil to avoid being shut out of the U.S. financial system."
Long Term, North American Gas Stocks Might Be Worth It (02/27/2012)
"The recent crop of earnings reports from exploration and production companies indicate long-term promise for the sector."
Biofuel Flights: Will 'Green' Air Travel Be Cheaper? (02/27/2012)
"Airlines traveling through Europe have to pay for their carbon emissions, so there is a financial incentive for using alternative jet fuels. This is seeing real results."
Too Quiet. . .Expect Equity (02/26/2012)
"The MLP Index benefited from solid earnings announcements, rising oil prices and a lack of equity issuance. As a result of a sort of no-catalyst week for MLPs, the index largely tracked the S&P 500."
The Companies Looking to Solve Fracking's Water Issues (02/24/2012)
"These wells use anywhere from 2-13M gallons per well, leaving parched states like Texas scrambling to encourage water conservation in the energy sector. Which technologies will get adopted by this multibillion dollar industry?"
The Who, What and Where of Energy Investing: James West (02/23/2012)
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report.
Crude Oil vs. Iran: Who Blinks First? (02/22/2012)
"Crude oil fundamentals have not changed enough to warrant this spike, but the reality remains that prices get distorted whenever there's a whiff of geopolitical tension."
Mailbag: A Timeline for the Natural Gas Revolution (02/22/2012)
"The U.S. will likely see an increase in solar, wind, geothermal and other 'green' sources. However, these alternative sources are not enough to fully replace such an enormous amount of power. As a result, the country will turn to natural gas to fill the void."
Sanctions Noose Tightens Around Iran as Buyers Seek Alternative Oil (02/22/2012)
"International sanctions aimed at slashing Iran's main economic lifeline, its oil revenues, could have an impact on the country's export volumes well beyond the 500,000 b/d of crude that a European Union ban will displace from July."
Biofuels Industry on Quest for Low-Cost Feedstocks (02/22/2012)
"While first-generation biofuels derived from cornstarch, sugarcane, rapeseed and soy are projected to underpin growth over the next decade, the emergence of advanced conversion pathways and nonfood feedstocks will unlock considerable production potential throughout the world."
The Right Way to Find Growth and Value Stocks (02/22/2012)
"While there are still plenty of them around, it's getting harder to find stocks that fit squarely into both categories."
Energy Investing in Saskatchewan: Tom MacNeill (02/21/2012)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts.
EU Unfazed by Iran Oil Export Halts to UK, France (02/20/2012)
"Iran's announcement Feb. 19 that it had stopped exporting oil to France and Britain appears to be a largely symbolic move targeting the two strongest advocates of the European Union's ban on Iranian oil imports."
Biofuels Market to Double by 2021 Says Pike Research (02/20/2012)
"Pike Research estimates that production of biologically based fuels will increase from $82.7B in 2011 to $185.3B by 2021, but will fall short of demand."
Japan Aims to Sell Massive Floating Structures to Stockpile Oil (02/19/2012)
"The Japanese government will partner with the private sector to promote exports of megafloats to stockpile oil products, starting with a possible deal with Vietnam in 2013."
The Positive Side of the WTI–Brent Spread (02/19/2012)
"In the Midwest, refinery capacity has been strained; however, there is a glut of crude coming from Canada, which is creating a discount for these companies."
Oil Sands Semantics: I Say Potato, You Say Po-Tar Sands (02/18/2012)
"The key descriptor falls into two categories: oil sands or tar sands. The former is the term more commonly used among industry types. To use the term 'tar sands' is to evoke the negative, to essentially tar and feather the debate."
MLPs Post Biggest Weekly Gain of 2012 (02/18/2012)
"On the back of rising commodity prices, a reprieve from equity offerings and benign broader stock markets, MLPs had a very good week, up 2.7% compared with the S&P 500, which was up 1.4%."
Study: 'No Evidence of Groundwater Contamination' from Fracking (02/17/2012)
"A new study from the Energy Institute at the University of Texas at Austin has found 'no evidence' of hydraulic fracturing leading to groundwater contamination, as well as a marked trend of negative, ill-researched media coverage on the topic."
Biofuels Carry Upside for Early Investors: Jim Lane (02/16/2012)
The biofuel sector, already an $80 billion a year industry, is still in its infancy. In this exclusive interview with The Energy Report, Biofuels Digest Publisher Jim Lane discusses the exponential growth slated for this once-obscure energy source, and how its market resembles the traditional oil and gas industry in many ways. While biofuels are not for the faint of heart, as Lane cautions, investors who do their homework can get in early on companies that offer incredible upside potential.
Pandas and Pipelines: China Yields Big Deals and Bigger Promises (02/15/2012)
"Canada's Prime Minister Stephen Harper returns from China with two giant pandas in tow and $3B worth of signed agreements. The Northern Gateway pipeline will most likely tie China to Alberta's oil sands."
Why Energy Investing Is Worth the Effort (02/15/2012)
"Even if you only have a small amount of money to invest, you can fight inflation's assault on your wallet by investing in the most profitable sector of all time."
Oil Prices Make for Profitable ETF Trades: Roger Wiegand (02/14/2012)
Today's retail investors have more options than ever before, but there is a shortage of practical information on how to manipulate different investment products, be they ETFs, options or equities. Enter Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand discusses his methods for energy investment and how to set tailor-made time and price windows to realize solid gains.
US Coal Has Major Export Potential (02/14/2012)
"A more diversified mix of metallurgical and thermal coal, as opposed to the singular focus on met coal in previous years, along with burgeoning industries in China, Japan, India and South America, are propelling the U.S. from a swing supplier to a strategic partner with world markets."
Why Not Thorium? (02/14/2012)
"As proponents of the underdog fuel will happily tell you, thorium is more abundant than uranium, is not fissile on its own (which means reactions can be stopped when necessary), produces waste products that are less radioactive and generates more energy per ton."
The Great Energy Reversal (02/13/2012)
"The U.S. could finally become completely self-sufficient in its energy policy. But it does require that we change the way we approach investing in the energy market."
OPEC Cuts Call on Crude to 30.04 MMbl/d (02/11/2012)
"In its latest monthly oil market report, OPEC trimmed its forecast of the call on OPEC crude for 2012 as a whole to 30.04 MMb/d from the 30.15 MMb/d projected a month ago."
Winners and Losers: All Quiet on MLP Front (02/10/2012)
"MLPs had a slightly positive week, compared with a slightly negative week for stocks and gold and a mixed week for oil and natural gas."
What's Next for Potash Producers: Jaret Anderson (02/09/2012)
Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate.
Stop Imagining Possibilities; Start Seizing MLP Profits (02/08/2012)
"The midstream sector of the energy supply chain is the best and easiest way to make money in energy today."
Iran Is Now a Full-Blown Crisis; Stage Set for $200 Oil (02/08/2012)
"As the brinksmanship intensifies, so will the price of crude oil. Tehran, in this dangerous game of international chicken, really only has one card to play—the Strait of Hormuz."
Aviation and Military Biofuels: New Thinking on Finance, Fuels (02/08/2012)
"The U.S. Navy and international airlines struggle to foster sustainable, affordable aviation biofuels. New thinking in finance may finally clear the runways for takeoff."
MLP Ex-Dividend Dates Ex-amined (02/08/2012)
"It's hard to tell how efficiently the market accounts for distribution ex-dates because a lot of market noise can happen between close on the prior day to the opening print on the ex-date."
MLPs—Wall Street's Best-Kept Secret: Yves Siegel (02/07/2012)
Despite depressed natural gas prices, investors in master limited partnerships (MLPs) leveraged to natural gas liquids can expect both excellent income and share price appreciation, says Credit Suisse Senior Analyst Yves Siegel. In this exclusive interview with The Energy Report, Siegel discusses his favorite MLPs and their winning formula for double-digit returns.
Iran Moves to Speed Up Bill Banning Oil Exports to EU (02/07/2012)
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1."
The Keystone Delay Won't Stop These Canadian Oil Sands Stocks (02/07/2012)
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands."
Oil and Gas Stock Outlook (02/07/2012)
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies."
Energy Investing in an Election Year (02/06/2012)
"Where are energy issues in the pecking order of the policy debate? If we can figure that out, we can better lay out our investment plans for the year, too."
MLPs Overshadowed by Jobs, Stocks and Football (02/05/2012)
"This week's underperformance was to be expected, as many MLPs passed through their ex-dates. Data still points in the right direction."
Crude Oil Prices: Traders and Investors Turn to the Dollar and Euro (02/04/2012)
"There are a host of factors affecting crude oil prices. Lately, though, it boils down to the value of the dollar. The way things are going, that's not good news."
Prospects for Nuclear Power in 2012 (02/02/2012)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state."
Liquids-Rich Companies Will Weather the Dry Spell: Luc Mageau (02/02/2012)
With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices. However, Raymond James Analyst Luc Mageau identifies liquids-rich companies that can create profits with or without a natural gas price rally. In this exclusive interview with The Energy Report, Mageau explains how to use well payout rates to evaluate a company's longer-term cash flow.
New Study: Shale States Weathering Recession Better than Others (02/02/2012)
"Seven out of the top 10 states surveyed that saw rises in household income during the current recession were states in which oil and natural gas development is a significant contributor to that state’s economy."
January Was a Good Month for Uranium and Rare Earth Miners (02/01/2012)
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news."
No Bull: Low Natural Gas Prices Offer Great Opportunity (02/01/2012)
"As the U.S. begins to export LNG to import facilities around the globe, we're going to see prices of natural gas converge around the globe. As markets open for lower-priced U.S. natural gas, demand for our lower-cost LNG will lead to the balancing of spot prices over time."
Iran Sees No Effect on Oil Production from EU Embargo (02/01/2012)
"Iranian oil minister Rostam Ghasemi said EU countries would not find it easy to secure alternatives to the crude they currently buy from Iran."
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