Streetwise Reports' Article Archives — April 2012 back to current month (46)
An Impasse in the Iran Crisis (04/30/2012)
"Official Tehran continues to convey an impression that the sanctions are having no effect on either Iran's ability to sell its crude or entice foreign companies to enter into projects. However, the arguments are ringing hollow."
India's New Uranium Operation Could Host One of World's Largest Reserves (04/30/2012)
"For a country that has been importing uranium to fuel its nuclear power plants from across the world, the commissioning of the mine has been hailed as a significant step to help fill the void."
Iran's Customers Start to Drift Away as Oil Sanctions Loom (04/30/2012)
"E.U. and U.S. sanctions targeting Iran's oil export revenues have yet to come fully into force but have already led countries and companies to take steps to reduce their purchases of crude from the Islamic Republic."
The Top LNG Export Projects in Canada (04/28/2012)
"Shipping LNG to Asia is not just a great opportunity for Canadian producers, it's a necessity. U.S. gas production is expected to stay strong—and prices low—for years."
Down-Under Energy Opportunities: Ivor Ries (04/26/2012)
Most investors may not have Australian resource companies on their radar screens, but that doesn't mean that there aren't some great opportunities worth pursuing Down Under. In this exclusive interview with The Energy Report, Ivor Ries, utilities and energy analyst at E.L. & C. Baillieu Stockbroking Ltd., one of Australia's oldest securities firms, describes the challenges faced by energy-related companies in his country and how they are taking advantage of the opportunities available both at home and in the U.S., Canada and South America.
There's Always Money in Midstreams (04/26/2012)
"As long as you plant yourself in the middle of the supply chain, you're going to make some money."
Natural Gas: Why It's Time to Stop Shorting the Commodity (04/25/2012)
"As natural gas has continued its massive decline, a number of investors (myself included) have hopped into short positions, allowing most to receive handsome profits in recent weeks."
Get Natural Gas 'for Free' After Massive Selloffs: Porter Stansberry (04/24/2012)
Stansberry & Associates Investment Research Founder Porter Stansberry envisions a future that is anything but rosy, but savvy investors may find solace and security against the crippling inflation he expects. In this exclusive interview with The Energy Report, the popular publisher talks about opportunities in the beaten-down natural gas industry, where investors with good timing have the opportunity to get natural gas "for free" following massive selloffs. He also discusses some niche energy plays that offer great ways to book profits in a market that has many analysts scratching their heads.
Weighing the Evidence of Oil and Gold Stocks (04/23/2012)
"Today's extreme divergence in oil and gold stocks and their underlying commodities presents a rare opportunity: What these stocks need now are investors to take advantage of it."
The Oil Constriction Heats Up this Summer (04/23/2012)
"The constriction in oil availability will not hit all oil sector shares the same way. There are four overriding elements in what is coming."
The Permian Basin Oil Play Unleashed (04/23/2012)
"The Permian is bursting with new resource plays—what's old is not only new again, but pistol hot."
Coal Industry Stock Review (04/23/2012)
"High-quality, ultra-low-sulfur-dioxide coal is in huge global demand due to stringent government regulations on emissions standards."
Earnings Incoming, Strap In (04/22/2012)
"MLP performance was varied this week, but the large caps did very well, so the MLP index was up 1.8%, slowly gaining on the S&P 500."
How to Speculate Your Way to Success: Doug Casey (04/20/2012)
So far, 2012 has been a banner year for the stock market, which recently closed the books on its best first quarter in 14 years. But Casey Research Chairman Doug Casey insists that time is running out on the ticking time bombs. Next week when Casey Research's spring summit gets underway, Casey will open the first general session addressing the question of whether the inevitable is now imminent. In another exclusive interview with The Gold Report, Casey tells us that he foresees extreme volatility "as the titanic forces of inflation and deflation fight with each other" and a forced shift to speculation to either protect or build wealth.
Get Your Natural Gas Shopping List Ready: Eric Nuttall (04/19/2012)
Natural gas is cheap, but it's going to get cheaper. Eric Nuttall, lead portfolio manager of the Sprott Energy Fund, expects the bottom to fall out of the natural gas market as soon as this summer. But he's not all doom and gloom. In fact, he argues that natural gas is about to give investors the buying opportunity of the decade. In addition, Nuttall forecasts spectacular growth for oil-weighted juniors. In this exclusive interview with The Energy Report, he urges investors to get their shopping lists ready for a massive sale in natural gas names.
Nixon, Gold and Oil (04/19/2012)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to."
Nuclear Energy Accidents May Become a Thing of the Past (04/18/2012)
"Thorium proponents suggest that molten salt reactors that burn such fuels won't meltdown because, unlike today's high-pressured units, they are low pressured."
Is It (Finally) Time to Buy the Solar Industry? (04/18/2012)
"High oil prices haven't yet turned solar stocks around, so what catalyst will finally move solar power off of its lows?"
The Radical Change in Asia's Coal Market (04/18/2012)
"The narrowing of coal's trading window is a natural extension of a market maturing, with participants moving toward a more effective trading period and a true spot market."
Finally, the US Paves the Way for the Sabine Pass (04/18/2012)
"This will be another major step in a reversal for the natural gas prices over the next few years."
Denison Mines, Energy Fuels to Merge into Leading Pure U.S. Uranium Producer (04/17/2012)
"Energy Fuels and Denison Mines have entered into CA$106 million all-stock transaction which allows Energy Fuels to acquire all of Denison's U.S. mining assets and operations."
Domestic Oil Production Is Bullish for Americans: Evan Calio (04/17/2012)
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere.
What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks (04/17/2012)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas."
Geothermal Steams Forward, Under the Radar (04/17/2012)
"Geothermal plants can take as long as eight years to construct and developers need stable, long-term policy that they can rely on throughout that period. But the industry has shown no sign of slowing."
North American Potash Inventories Rise in March (04/17/2012)
"North American potash inventories at the producer level, a key indicator of market sentiment, rose surprisingly in March ahead of the region's spring planting season."
The Five Main Obstacles to Energy Policy (04/16/2012)
"A 'drill, baby, drill' approach will not wean the country from an almost exclusive reliance on traditional energy. Nor is it as simple as passing the magic wand of government subsidies. It most definitely is not going to be business as usual."
Election is 'More Heat than Light' on Energy (04/16/2012)
"Bill White, who served as deputy secretary of energy during the Clinton administration, says the U.S. is on the road to energy independence largely 'due to the industry itself and not the government.'"
Got Liquids? (04/14/2012)
"A sharp decline in the 10-year interest rate helped MLPs outperform this past week."
Natural Gas Companies: A Contrarian Bet on Higher Prices (04/13/2012)
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data."
Brazil's Biofuel Boom: Mark McHugh (04/12/2012)
Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. In this exclusive interview with The Energy Report, McHugh explains why specialized energy feedstocks are the solution to current technological and political growth constraints, predicting that biofuel investment returns may rival historic fossil fuel profit ratios.
Can Russia and China Break the Gas Supply Price Deadlock? (04/11/2012)
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy."
The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends (04/11/2012)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead."
Sell in May and Go Away? (04/11/2012)
"Market action in 2012 is saying strongly that would be the wrong track for investors."
Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana (04/10/2012)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment.
Coal Stocks Are Historically Cheap—Here's What You Need to Know (04/09/2012)
"With a torrent of factors dragging the industry down, can coal make a comeback? Let's look at what's the matter with coal, why it doesn't matter in the big picture, and how you can make some money on the rebound."
Why You Should Invest In Natural Gas (04/09/2012)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket."
What Lies Ahead: A Perfect European Storm (04/06/2012)
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else."
Oil Distribution Hiccups Will Be Resolved: Alistair Toward (04/05/2012)
North America's oil and gas landscape is a crisscrossed map of distribution bottlenecks and price discrepancies. Nonetheless, opportunities abound for investors who know where to look, says PI Financial Analyst Alistair Toward, who expects a probable buildout in oil and gas "plumbing" to resolve North America's current distribution woes. In this exclusive interview with The Energy Report, Toward discusses companies that are benefiting from low natural gas prices, naming several light and heavy oil producers on his radar. Even in troubled markets, he argues, investors should not stop searching for the Next Big Thing.
Into the Green: Lithium (04/05/2012)
"With the rechargeable battery industry and consumer electronics driving demand, forecasters believe lithium's price could as much as double in value in the near future."
E&P MLP Acquisition Boom Continues (04/05/2012)
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties."
Big Picture, Small Cap Investing: Jim Letourneau (04/03/2012)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks.
Why Saudi Arabia Is Trying to Talk Down Oil Prices (04/03/2012)
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers."
Alternative Energy Stock Outlook (04/03/2012)
"Going forward, we expect to see a paradigm shift from a market hoisted by growing governmental/institutional support to one of stable growth."
Avoid These Energy Sector Investment Traps (04/02/2012)
"Successful investing is based on comparing good information about hundreds of companies and selecting those that stand out. But comparisons only work when each candidate can be examined across a standard set of parameters."
Australian Gold Offers Good Protection: Richard Karn (04/02/2012)
Richard Karn, managing editor of The Emerging Trends Report, has been in Australia investigating precious and specialty metal projects for over two years. He likes what he sees. In this exclusive Gold Report interview, he reveals that in an environment where the U.S. dollar continues to lose its purchasing power, Australia and its gold offer good protection against what he sees as a "global pandemic of corruption."
Genetic Sensor Boosts Biofuel Production (04/02/2012)
"A genetic sensor enables bacteria to adjust their gene expression in response to varying levels of key intermediates for making biodiesel. As a result, the microbes produced three times as much fuel."
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