Streetwise Reports' Article Archives — July 2012 back to current month (65)

There's a Pink Gold Rush for Potash: Fadi Benjamin (07/31/2012)

After a tough five years, the price of agricultural potash is rebounding. Demand for fertilizer is on the rise in China, Brazil and the United States, and mining firms are rushing to find new sources of the pink potassium salts. In this exclusive interview with The Energy Report, Fadi Benjamin, mining analyst with Northern Securities Co., shares his top picks in the junior space and talks about the pros and cons facing entrants in an industry dominated by a handful of seniors.

more>

Oil Prices: Three Factors to Watch this Week (07/30/2012)

"There are a few catalysts that could propel energy higher this week, thanks to the quest to save the Eurozone, the FOMC meeting and Iran's moves to choke the Strait of Hormuz."

more>

As the US Corn Crop Withers, Ethanol Markets Soar and then Slip (07/30/2012)

"These are the times that ethanol opponents warned against. This past week has been the one where ethanol burst into the news, and where markets gyrated sharply."

more>

India's Blackout Underscores Need for Energy Investment (07/30/2012)

"In India, it's a fact of life: The power goes out. A lot. With the country's power plants and electricity grid unable to keep up with demand in the world's second-largest country, blackouts are everyday occurrences."

more>

For Uranium, an Exit From the Doghouse? (07/30/2012)

"Things may be looking up for the sector. Rising nuclear plant construction across emerging markets is improving the supply-demand situation. Perhaps more importantly, Japan’s sleeping reactors are starting to wake."

more>

MLPs Are Muddling Through the Earnings Season (07/30/2012)

"Stick with the news, because more earnings reports are coming this week. Good luck out there."

more>

The Federal Reserve, Gold, Oil, & the Dollar's Demise (07/29/2012)

"Over the longer term, a weak dollar is positive for precious metals and other hard assets."

more>

Harry Dent's Formula for Surviving the Great Bust Ahead (07/27/2012)

With a perfect storm brewing on the horizon, investors should be building their cash cache and running for cover, warns Harry Dent, author of The Great Crash Ahead. In this exclusive interview with The Gold Report, Dent explains how central bank stimulus programs are fighting a futile battle because a huge army of aging baby boomers has reached the stage in their economic lifecycles when they curb spending. How is Dent preparing for the gathering storm? Read on. . .

more>

MLPs Are an Energy Safe Haven (07/27/2012)

"For investors wanting to add some defense to their portfolio while also generating solid income, MLPs can be a great addition."

more>

Play US Energy Independence with Income-Generating MLPs: Stephen Maresca (07/26/2012)

Fossil fuels have to be transported and stored. This is the classic midstream industry that resides between the producers and the marketers and that generally makes money regardless of the price of oil, natural gas or natural gas liquids (NGLs). Now, with the boom in production coming from unconventional oil and gas shales and the enhanced technologies that produce fuels in areas where it was once impossible, the demand for midstream oil and gas infrastructure is growing. In this exclusive interview with The Energy Report, Morgan Stanley Managing Director and Master Limited Partnership (MLP) Analyst Stephen Marsesca makes his case for a handful of MLP and common stocks that will generate increasing cash flow and dividend payouts.

more>

Energy Agencies: Uranium Supply 'Sufficient for Over 100 Years' (07/26/2012)

"The increased resource base has been achieved thanks to a 22% increase in uranium exploration and mine development expenditures between 2008 and 2010, which in 2010 totaled more than $2 billion."

more>

Nuclear Expansion on Track Despite Fukushima (07/26/2012)

"Strong expansion of nuclear power as a carbon-free energy source in Asia is expected to press ahead despite the Fukushima accident in Japan that soured sentiment in some countries, a benchmark report said on Thursday."

more>

The Economics of Lithium-Ion Battery Pricing (07/26/2012)

"New research from McKinsey & Co. suggests that lithium-ion batteries need to cost about $250 per kilowatt-hour in order for automakers to design and manufacture electric vehicles that are priced competitively."

more>

The Hidden Cost of Peak Oil (07/25/2012)

"Nobody's talking about the high cost of getting the new oil out of the ground. But very soon, high extraction costs will kick crude oil prices into high gear."

more>

A New Trend Stirring In Natural Gas. . . (07/25/2012)

"Natural gas prices are up over 50% in the past few months; it shows a new trend emerging in natural gas usage."

more>

Fertilizer Giant Seeks Canadian Potash Mines (07/25/2012)

"The price of the commodity has increased at least 13% from a year earlier as countries including China, the world's largest consumer, paid more for imports after a drought in the U.S. pushed up the cost of grains."

more>

Small-Cap Energy Stocks Have Hit Bottom: Steve Palmer (07/24/2012)

Don't panic, because things can't get much worse. Instead, hold your cards and scout out buying opportunities. This is the strategy Steve Palmer employs at AlphaNorth Asset Management, a small-cap powerhouse with a track record of solid returns. In this exclusive interview with The Energy Report, Palmer gives a quick-and-dirty assessment of resource markets and explains why he now favors energy stocks over precious metals in the current environment.

more>

China Seeks North American Energy Reserves, Know-How (07/24/2012)

"China's appetite for overseas energy assets remains as strong as ever despite its current economic slowdown. Weaker oil prices and a resolve to capture technologies China needs to unlock its own sizable but hard to extract reserves are powerful incentives for its energy companies to snap up foreign producers."

more>

Why Vale's Massive Potash Project Isn't Bad News for Juniors (07/23/2012)

"Vale's huge Rio Colorado project might seem like a buzzkill for Brazil-based juniors, but according to Mackie Research Analyst Jaret Anderson, there is plenty of room for additional potash projects in the country."

more>

The Trajectory Shows Oil Prices Will Rise (07/21/2012)

"We are now witnessing a return to a 'normal' oil market. But that doesn't mean a lack of volatility or a narrow range of trading."

more>

Will Oil Prices be the Next Manipulation Scandal? (07/20/2012)

"Now that the Libor manipulation scandal has been revealed, it looks like oil prices could be the focus of the next search for misreporting."

more>

Spot Uranium Sleeping Beauties Before the Market Wakes Up: Jeb Handwerger (07/19/2012)

Pundits may have closed the book on the so-called nuclear renaissance, but the story is far from over. In this exclusive interview with The Energy Report, Gold Stock Trades Editor Jeb Handwerger names the "sleeping beauties" quietly proving their worth. A new generation of nuclear energy must be part of a diversified happy ending, Handwerger says, but by that time, merger and acquisition activity may have already rewarded the investors who believed in a brighter future. Read on.

more>

You Don't Want to Miss This Opportunity (07/19/2012)

"Looking at the results of metals and natural resources during the first half of 2012, only four commodities on our periodic table pulled off a positive return. Wheat grew the most, rising 13%, followed by single-digit rises from corn, gold and copper."

more>

Why Gas Prices Are Heading Higher (07/18/2012)

"On the way down, gasoline price declines were exceeding the reduction in oil prices. Now, we have the opposite trend."

more>

Continuing Commodities Super Cycle Not All About China Any More (07/18/2012)

"Analysts feel the commodities super cycle is not behind us, but global population growth will see the center move from China to other areas of the developing world."

more>

'All of the Above' Energy Policy Includes Cow Dung (07/18/2012)

"Republicans in Congress have been blunt in their assessment of the Obama administration's renewable energy policies: They are a pile of manure. But manure could be just the solution to some of the country's energy woes."

more>

UAE Nuclear Plant Gets Construction Green Light (07/18/2012)

"The license from the UAE's Federal Authority for Nuclear Regulation will make the country the first in more than two and a half decades to embark on construction of its first nuclear power plant."

more>

Why the World Is Coming for America's Oil (07/18/2012)

"Soaring oil output from the Bakken Shale fields, coupled with increased deepwater output primarily from the Gulf of Mexico, has pushed up U.S. domestic oil production by 12% since 2008."

more>

Nemaska Lithium to Build Valleyfield Refinery (07/18/2012)

"The site is served by ample rail and road connections and Valleyfield Port on the Seaway, and also has natural gas. Potential users of the lithium hydroxide-carbonate and byproducts are located nearby."

more>

Buy 'Discount Darling' Oil Stocks This Summer: Ray Kwan (07/17/2012)

Not every beaten-down oil stock is necessarily a bargain. Picking the true gems requires in-depth analysis of the type that Ray Kwan, professional engineer and oil and gas analyst, does at Macquarie Capital Markets. In this exclusive interview with The Energy Report, he explains what to look for and talks about several of his "discount darlings" and why he thinks they offer investors a good shot at above-average returns.

more>

Floating LNG: The New Revolution in Offshore Natural Gas (07/17/2012)

"A full 10% of the world's LNG is expected to be sourced offshore by the end of this decade, with costs potentially as much as 40% lower than onshore projects."

more>

Germany May Scrap Energy-Source Goal as Nuclear Overhaul Stumbles (07/17/2012)

"'We need the right decisions for more energy efficiency, grid expansion and smart market design,' said Claudia Kemfert, chief energy expert at the Berlin-based DIW economic institute."

more>

Is Natural Gas Ready to Pop? (07/17/2012)

"Over the last two weeks, there been significant support above $18 and significant volume for natural gas."

more>

Look Past Negativity to See Opportunity (07/16/2012)

"The key is to adapt to external elements just as oil production adapts to excess supply. Usually the easy answer, such as staying on the sidelines, isn't the best answer."

more>

Coal Vs. Nat Gas: Fossil Fuels Compete for Generation (07/15/2012)

"Generation costs for plants fueled by natural gas fell dramatically in the past two decades, prompting a continuing trend of substituting coal with natural gas-fired generation."

more>

Oil Marches Forward on Volatility and Geopolitical Tensions (07/13/2012)

"Regardless of the increasing domestic sourcing in the U.S., the wider market will still determine the price. And the combination of volatility and geopolitics is setting a higher floor for crude oil."

more>

Build Profits with Deep-Value Energy Stocks: Chen Lin (07/12/2012)

Chen Lin is the ultimate do-it-yourself investor, and uses his know-how to add value to his own portfolio. He's up yet again this quarter, a feat he attributes to gains in some of his top energy holdings. In this exclusive interview with The Energy Report, the What Is Chen Buying? author profiles his favorite picks and explains why dividends are pivotal in a risk-averse market.

more>

Salazar Proposes Potash, Oil and Gas Plan (07/12/2012)

"Interior Secretary Ken Salazar introduced a proposal that could end a decades-long squabble over oil and natural gas development in an area that makes up the nation's greatest potash reserve."

more>

East Africa Set for Major Gas, Oil Transformation (07/12/2012)

"Oil and gas activity has started rolling in East Africa, as drilling activity ramps up, long-awaited deals are sealed and oil companies scramble to get a slice of what could be an energy goldmine."

more>

The Race for Energy Resources Just Got Hotter (07/11/2012)

"With easy energy resources nearly tapped out, several companies (and countries) are scrambling to try to secure future supplies now, leading to some very interesting deals."

more>

One Year After Fukishima, It's Time to Buy Uranium Players (07/11/2012)

"The growth story for nuclear power, much like the growth story for oil and natural gas demand, is centered in the emerging markets."

more>

Kenya's Deepwater Debut Heralds East Africa's First Oil (07/11/2012)

"'East African exploration is at a very early stage, and yet success so far has been very significant. The industry is following behind and trying to establish positions.'"

more>

Report Sees Cost for EV Batteries Dropping 70% by 2025 (07/11/2012)

"Manufacturing these batteries on a larger scale represents one-third of the potential price reduction by 2025, McKinsey said."

more>

How to Play Utica Opportunities of a Lifetime: Neal Dingmann (07/10/2012)

The Utica is one of the best plays in the U.S., not just because it's new, but because its potential is not fully known, according to Neal Dingmann, managing director of investment bank SunTrust Robinson Humphrey. While lagging well results have kept the Utica a hidden gem, several companies are poised to reveal impressive results. Dingmann discusses undervalued companies capitalizing on the play in this exclusive interview with The Energy Report.

more>

Iran Just Can't Stop Pumping Oil (07/10/2012)

"Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea."

more>

Large-Cap or Small-Cap Potash Stocks for the Long Haul? (07/10/2012)

"With a drought spreading across a good portion of the country, it's a good time to take a closer look at large- and small-cap potash stocks."

more>

James West's Secrets for Finding Tenbaggers (07/09/2012)

Despite some rotten apples in the past, good, ethical promoters are "essential to the life cycle of public companies," according to James West, author and publisher of the Midas Letter. The best of them tell a credible story about the company's structure, finances and deposit. When promoters do their jobs and investors do their homework, everyone stands to benefit from the legendary "tenbaggers," such as those that West shares in this exclusive Gold Report interview.

more>

Uranium: Sleeping Beauty, Awakening Giant (07/09/2012)

"Uranium supply in the U.S. must increase exponentially over the next few years. Utilities want a secure supply of uranium coming from U.S. miners rather than deal with geopolitical risk and resource nationalism in other parts of the world."

more>

Energy Storage Technology Recharges (07/09/2012)

"Considerable momentum is building behind newer energy storage technologies like advanced batteries."

more>

Four Things Suppressing Crude Oil Prices Today (07/09/2012)

"Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations."

more>

California Bill Helps Pave Way For Lithium Gold Rush (07/09/2012)

"A bill moving through the California Legislature would help clear the way for a novel technology to mine lithium from geothermal brine in the Golden State's Salton Sea region."

more>

Three ETFs for the Unconventional Oil Revolution (07/06/2012)

"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space."

more>

Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol (07/05/2012)

Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview.

more>

Japan Again Getting Electricity from Nuclear Energy (07/05/2012)

"Japan is once again getting electricity from nuclear power after two months as a nuclear-free nation."

more>

A Price Shock for Canadian Natural Gas? (07/05/2012)

"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"

more>

Ride the Rally in Fertilizer Stocks (07/05/2012)

"The ongoing drought and severe heat conditions in the Midwest belt have deteriorated the already suffering corn production. Fertilizer stocks gained as a result."

more>

Which Course Will North American Natural Gas Producers Choose? (07/05/2012)

"Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?"

more>

Falling Oil Prices Offer Great Stock Buying Opportunities: Byron King (07/03/2012)

The "experts" had been talking about oil prices going to $130 per barrel. Now there's talk of $50–60 per barrel oil. Either end of that spectrum is not sustainable in the long run, says Byron King. In this exclusive interview with The Energy Report, he explains why he believes prices will settle in the $80–100 range. In the meantime, the recent pullback offers some interesting buying opportunities for investors ready to pounce when the market finds a bottom, as well as some names investors can nibble on right now.

more>

Buy American with These Three Commodity ETFs (07/03/2012)

"Agricultural products are feeding biofuel demand, while natural gas exports could drastically reshape energy markets."

more>

Twitter: Ten Natural Gas Traders Worth Following (07/03/2012)

"Investors must stay on top of developing news and breaking trends in this volatile industry. One of the best ways to stay in the know is to utilize Twitter."

more>

Alternative Energy Stock Outlook (07/02/2012)

"Historically, the growth outlook of alternative energy companies has been directly related to the state of the economy and inversely related to the prices of petroleum products. But other macroeconomic uncertainties are weighing on the sector's fortunes."

more>

What Comes Next in Europe? (07/02/2012)

"After Friday's mega rally, I look forward to some subdued trading this week. Today, as we digest what happened in Europe, the obvious question is, what comes next?"

more>

White House Announces Investments in Next-Generation Biofuels (07/02/2012)

"The Obama administration said a key part of the spending was $30M in federal funding being made available to quicken the development of biofuels to replace diesel and jet fuel consumed by the military and the commercial aviation and shipping sectors."

more>

New Lithium Mines Planned for Canada May Challenge Pollution Rules (07/02/2012)

"The recent surge in lithium exploration includes several companies developing Canadian sites, and Canada's existing environmental regulations are not well-tailored to the burgeoning industry."

more>

MLPs Finish Lousy Quarter Strong (07/02/2012)

"For all that talk of equity overhang a few weeks ago, MLPs have found a way to raise the equity necessary to continue to grow."

more>

More Archives

2024Feb Jan

2023Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2022Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2021Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2020Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2019Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Get Our Streetwise Reports' Resources Report Newsletter Free and be the first to know!

A valid email address is required to subscribe

Notable Quotes