Streetwise Reports' Article Archives — August 2012 back to current month (66)
This Is Your Energy Entry Point: Mark Lackey (08/30/2012)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off.
Five Ways Researchers Use Microbes to Make Energy (08/30/2012)
"Researchers are working on multiple ways that microorganisms, specifically bacteria, can be used to create energy."
Algae Biofuel Facility Begins Operations (08/29/2012)
"The first phase of Sapphire Energy Inc.'s Green Crude Farm, the first commercial demonstration algae-to-energy plant, has begun operations."
Higher Gas Prices a Sure Bet Due to Hurricane Isaac, Fire (08/29/2012)
"Production halts due to Hurricane Isaac and a deadly explosion at a Venezuelan refinery have pushed U.S. gas prices to a near four-month high."
The Latest ETF Eye-Opener (08/29/2012)
"Institutional Investor recently highlighted another downside to these investments: ETFs' use of hypothetical, back-tested performance."
Invest in What China Needs to Buy: Don Coxe (08/28/2012)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status.
The Comprehensive Guide to Natural Gas ETFs (08/28/2012)
"Natural gas prices have fallen about 80% since their 2008 peak. Now, the situation seems to be turning around."
Why $40/bbl Predictions Are Dangerous (08/27/2012)
"These doom and gloom predictions are highly oversimplified and potentially dangerous to you as an investor."
Higher Gas Prices Ahead as Hurricane Isaac Takes Aim at Gulf (08/27/2012)
"Hurricane Isaac already has forced several energy giants to shut down major Gulf oil and gas projects until the storm passes. That's going to spell higher gas prices for U.S. consumers."
Will Russia Replicate US Success in Shale Oil Development? (08/27/2012)
"Apart from hard-to-access vast reserves offshore the Arctic, Russia is believed to have enormous hard-to-extract resources in already developed regions."
Cameco Buys BHP Billiton's Yeelirrie Uranium Project for $430M (08/27/2012)
"Just days after BHP Billiton announced it would mothball more than $60B in expansion projects, the company announced it had signed an agreement to sell its Yeelirrie uranium deposit to Cameco for $430M."
Saskatchewan Premier Comes Around to Rejigging Potash Royalties (08/24/2012)
"Musing this week by Premier Brad Wall that his government should rejig the way it collects royalties from potash producers is somewhat of a surprise, given the stance of his Saskatchewan Party during the election campaign."
Why Uranium Prices Will Spike in 2013: Raymond James (08/23/2012)
Analyst David Sadowski of Raymond James sees a lot on the horizon for uranium: a supply shortfall, escalating Asian demand and seasonality, to name just a few. As a former geologist-turned sellside analyst, Sadowski's conviction in uranium's bullish future is rock solid, and he urges investors to get exposure now, as prices in this sector can climb quickly once they're set in motion. In this exclusive interview with The Energy Report, Sadowski shares his favorite names that are set to deliver megawatt-size returns to investors.
As Prices Rise, Here's How to Play Natural Gas Companies (08/23/2012)
"Since natural gas prices are coming off some pretty historic lows, it makes sense to proceed with caution. One way to do this is to invest in companies with exposure to both oil and gas."
Oil and Gas in Africa: Boom or Doom? (08/23/2012)
"Looking through the African continent, it is safe to say that the oil-producing countries are also the most prone to conflict."
Nuclear ETFs in Focus (08/22/2012)
"The Market Vectors Uranium and Nuclear Energy ETF has been seeing solid volume levels and it continued the trend this week, trading in volumes roughly six times the normal level."
Taylor Asset Management CEO Busts the Peak Oil Myth (08/21/2012)
Peak oil? "Baloney," says Stephen Taylor. However, significant price differentials make for a complicated global market. On that front, Taylor's message is simple: Watch the news to see where the wells are gushing, choose stocks with low operational costs and keep cash on hand for quick near-term profits. Learn which companies are priced to buy in Taylor's exclusive interview with The Energy Report.
Analyst: Low Demand Growth Driving Energy Market Shift (08/21/2012)
"The coal industry has taken a beating from cheaper natural gas and environmental regulations, but an overall lack of new demand for electricity is also slicing into the electricity market."
These Innovations Could Revolutionize Offshore Wind (08/21/2012)
"Ideal offshore turbines would be made at a reduced cost and would have improved efficiency. And engineer Jim Platts of the University of Cambridge's Institute for Manufacturing has determined how this can be done."
Wildcat or Not, Drillers Want 'Confidential' Status for Wells (08/21/2012)
"It's no secret that oil production is booming in North Dakota. But there are indeed countless secrets—technical, strategic and otherwise—associated with many of the oil and natural gas wells in the Roughrider State."
How a US Oil Refinery Got Saved and a Supply Shutdown Averted (08/20/2012)
"This is a textbook lesson that polarized stakeholders in the Northern Gateway and Keystone pipelines should be reviewing. If they could work together like this, there would be environmental and economic security—and commerce would flow."
Geothermal in South America: Major Prospects for Development (08/20/2012)
"South American countries are set to develop their vast geothermal potential. Will developers be able to acquire investment and favorable policy?"
IAEA Says Nuclear Safety Improving (08/17/2012)
"The IAEA plan asks that all nuclear nations institute immediate and thorough reviews of all operational plants, especially with a view to their resistance to natural forces."
U.S. Oil and Gas Put Squeeze on Alternative Energy (08/17/2012)
"Normally, when oil and gas prices accelerate on both sides of the Atlantic, alternative energy sources come into focus and become a big part of that 'energy independence' discussion. Not this time."
Potash Supply Glut Delays New Vale Project (08/17/2012)
"However, Saskatchewan Minister of the Economy Bill Boyd says he still sees 'significant ramping up of spending between the existing players and new entrants.'"
Who's Afraid of Middle East Oil? Not David Popowich (08/16/2012)
Some companies will go wherever the oil is—even if that means venturing into war-torn areas. Junior explorers ahead of the game can generate major shareholder value for investors who don't place a circle-slash over the entire Middle East. If you're ready to enter the fray, Macquarie Capital Markets Analyst David Popowich can help you plan your attack. Get his debriefing on Egypt, Kurdistan and which junior explorers to watch for in this exclusive interview with The Energy Report.
IAEA Sees Strong Interest in Nuclear Power Despite Fukushima (08/16/2012)
"Almost 30 countries are considering or planning to introduce nuclear energy as interest remains strong despite last year's Fukushima accident, the United Nations' atomic agency said."
Smartgrid Stocks to Power Your Portfolio (08/16/2012)
"High-temperature superconducting wire is to traditional powerline as fiber optic cable is to telephone wire. The capacity is so great you could literally back up a small city on one buried cable."
Obstacles Hit Canada-China Energy Investment (08/16/2012)
"Unclear investment rules are hampering trade between Canada and China, a study by officials from both countries said."
You Say You Want a Revolution, Shale Gas? Here Are Some Things to Do (08/16/2012)
"From Reagan to Twitter, the industry needs to use a variety of campaign tools if it wants to win over the broad swath of Americans caught in the middle of the hydraulic fracturing debate, speakers said this week at an industry event in Denver."
Romney and Coal or Obama and Wind? (08/15/2012)
"Republican Mitt Romney vowed to step up coal production while President Barack Obama mocked him for opposing a windmill tax credit, in a rare debate over energy policy on the campaign trail."
New Regulations Could Make Biodiesel Juniors More Competitive (08/15/2012)
"The U.S. Environmental Protection Agency expects to propose a regulatory fix aimed at restoring the market for renewable fuel credits after three fraud cases shut out all but the largest biodiesel producers."
Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot (08/14/2012)
David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish.
Waterfloods: The Next Big Profit Phase of the Shale Oil Revolution (08/14/2012)
"Producers are using 'waterfloods'—pushing water into underground formations to flush a large amount of oil out to nearby producing wells—to increase production and profits. It's the next big money-making phase of the Shale Revolution."
Pension Funds Harness Wind Power to Drive Returns (08/14/2012)
"Pension funds hunting for higher returns are buying direct equity stakes in wind power projects that are being shunned as too risky by banks and other investors."
A Company's First Profit Can Mean Big Gains for Investors (08/14/2012)
"Those are the stocks that will likely see the best new demand from new investors: people who are now, all of a sudden, willing to take notice of the stock."
Why the Gasoline ETF Is a Top Performer (08/14/2012)
"A marginally better economic outlook and some Middle East tensions have once again pushed energy prices higher."
Why Energy Beats Water (08/13/2012)
"Dull, boring utility shares have in aggregate doubled over the past decade while racier sectors have crashed and burned. The sector is also enjoying a 'Goldilocks' macroeconomic scenario. Steady inflation is supporting price increases, while record low interest rates are easing the cost of servicing debt."
Nuclear's Worldwide Expansion (08/13/2012)
"Nuclear power is cheaper than conventional power. And it has zero emissions."
One Month In, Iran Oil Sanctions Start to Bite (08/13/2012)
"Crucial protection and indemnity insurance, much of which is provided by E.U.-based insurers, is no longer available for ships carrying Iranian oil. This has made shipowners reluctant to send vessels to Iran."
The Global Oil Export Balance Is Changing (08/13/2012)
"Traditional raw material providers are moving to supply international markets with value-added processed products. Russia, Saudi Arabia and Kuwait are making major refinery upgrades and expansions."
U.S. Wind Power Hits 50GW (08/13/2012)
"Just this year alone, the nation has had 2,800 megawatts and 1,400 wind turbines installed countrywide, chiefly across Nevada, Idaho, Iowa, Hawaii, Oklahoma and California."
It's Time to Invest in Argentina's Oil and Gas Plays: Bill Newman (08/09/2012)
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
The Race for Resources (08/09/2012)
"Investing in global markets requires Olympic stamina, especially at times like this, when the month’s reading on the manufacturing industry was not encouraging."
Natural Gas: North America's Energy Future, or Just Hot Air? (08/08/2012)
"New gas technologies and discoveries have changed the complexion of energy in the U.S. and Canada. But how does it fit into the energy equation for the future?"
Natural Gas to Provide Bulk of New Capacity (08/08/2012)
"North America could see 112 GW of new renewable-energy capacity by 2037, but the continent could see more than three times as much new capacity from natural gas-fueled generation over the same period."
Britain Gives Nuclear Power a Second Chance (08/08/2012)
"In a turnabout from the late 20th century, the British government is courting the nuclear industry. It wants low-carbon power to aid its goal of reducing greenhouse gas emissions 80% from 1990 levels by 2050."
A Specialty Metals Primer: Mickey Fulp (08/07/2012)
You'll never hear Mickey Fulp talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, Fulp, who is one of the foremost experts in the space today, believes obscure definitions are confusing investors. In this exclusive interview with The Critical Metals Report, Fulp clears up the confusion and talks about some in-demand elements many investors may have never even heard of.
These Oil and Gas Technologies Lower Costs, Boost Upside: James West (08/07/2012)
There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.
Signs Mount of North Sea Oil Supply Drop in September (08/07/2012)
"The prospect of lower supply is leading to a rise in Brent prices that is felt by consumers and businesses around the world, as Brent is used for pricing crude produced in Europe, the Middle East, Africa and parts of Asia."
Obama Expedites Solar and Wind Projects (08/07/2012)
"President Obama ordered expedited construction of seven solar and wind energy projects in four western states: Arizona, California, Nevada and Wyoming."
Near-Term Oil and Gas Investment Strategies (08/06/2012)
"Canadian oil and gas research analysts Josef Schachter and Martin Pelletier explained one of the key strategies to make money in the junior oil sector—trade the volatility and learn how to read the swings."
Second Cuban Offshore Oil Well Also a Bust (08/06/2012)
"A second deep-water exploratory well in the Gulf of Mexico has proved a bust, Cuba's state oil company announced Monday, dealing another blow to the island's dreams of petroleum riches."
NASA Draws on Nuclear Power for Mars Trek (08/06/2012)
"The rover will be powered by an advanced nuclear power system, called the Multi-Mission Radioisotope Thermoelectric Generator."
Triple Win for Biofuels on Capitol Hill (08/06/2012)
"The Senate Appropriations Committee added $100M to the Defense Production Act, which includes funding for the Navy's proposed military biofuels program."
MLP Markets Had 'Too Much Input' (08/06/2012)
"This week in the MLP space, we had too much input, with a constant stream of earnings releases and conference calls, schizophrenic commodity prices and a volatile overall stock market."
The One Ratio Every Energy Investor Should Use (08/05/2012)
"Energy Returned on Energy Invested (EROEI) is becoming a substantial element in the availability and cost of energy."
Oil & Gas Industry Shows Department of Interior's Contributions to Economy (08/05/2012)
"The Obama administration released a report on the Department of Interiors' contributions to the economy in 2011, during which it added $385B to the U.S. economy and supported more than 2M jobs."
Catalysts Give Energy Stocks a Jolt: Jocelyn August (08/02/2012)
Small- and mid-cap energy stocks respond to big news in big ways. Senior Analyst Jocelyn August of Sagient Research keeps track of events and related share price movements that can shed light on how stocks will perform when new triggers are pulled. In this exclusive interview with The Energy Report, August discusses some of her favorite and not-so-favorite names that could make profits (or losses) for attentive investors.
Where to Look in This Volatile Oil Market: Tim Murray (08/02/2012)
It hasn't been a very exciting year for most energy stocks, but therein lies the opportunity for selective buyers with a longer-term view. In this exclusive interview with The Energy Report, Tim Murray, oil and gas analyst at Desjardins Securities, explains why he prefers small-cap producers in this market environment and discusses a few favorites he expects will outperform.
Asian Growth and Steady U.S. Demand Drives Coal Industry (08/02/2012)
"This year's moderate winter lowered demand for electricity, which in turn impacted demand for thermal coal. However, the warm summer has restored demand and the stockpile has diminished."
Renewable Energy Plagued by a Host of New Problems (08/01/2012)
"The primary ally of alternative sourcing—the acceleration in the price of hydrocarbons—has been absent. So if you're wondering why I spend so much time these days talking about oil and gas, the answer is simple. It's the price."
Global Conditions Are Conspiring for a Swift Upswing in Uranium Prices (08/01/2012)
"China's insatiable appetite for electricity will continue to drive the nuclear renaissance. Twenty-six nuclear power reactors are under construction on the Mainland, with an additional 51 facilities at some stage of advanced planning."
The US Energy Supply Mix Debate Continues (08/01/2012)
"Low natural gas prices thanks to hydraulic fracturing and a drop in demand for electricity are having big effects on the use of coal for power generation."
Mitsubishi Opens Lithium-Ion Batteries Separator Plant for Electric Vehicles in Japan (08/01/2012)
"To meet rising demand for lithium-ion batteries in electric cars, laptops and other devices, Mitsubishi Plastics Inc. is opening a second facility in Japan making polyolefin-based films for lithium-ion batteries."
China's Energy Frontier Expands to Disputed Waters (08/01/2012)
"First came the diplomatic offensive, then the flexing of military muscle. Now, China is moving ahead with its first major tender of oil and gas blocks in disputed parts of its waters."
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