Streetwise Reports' Article Archives — January 2013 back to current month (20)
On 'Peak Potash' and Doomsday Investment Themes (01/31/2013)
"Never fall for an argument that says we’ll run out of some natural resource or bet on the 'end' of cheap anything."
Rob Chang: Is 2013 a Catalyst Year for the Uranium Market? (01/31/2013)
After scraping along what appears to be the market bottom, uranium prices are poised for significant moves this year as the in-place demand exceeds visible supply for the foreseeable future. So says Rob Chang, Equity Analyst at Cantor Fitzgerald Canada in this interview with The Energy Report. Investors stand to make some exciting returns if they know which companies to watch, and Chang names some companies on the verge of big breakthroughs.
What the Narrowing WTI/Brent Price Gap Means for Investors: Elliott Gue (01/29/2013)
Increasing pipeline capacity in the U.S. is expected to help close the troubling price differential between West Texas Intermediate and Brent prices. In this interview with The Energy Report, newsletter editor and international stock market strategist Elliott Gue discusses how this trend and other developments are affecting investment prospects, sharing some favorite names with upside potential.
Turkey’s Oil Potential: Onshore and Offshore (01/29/2013)
"With one of the top shale oil prospects in the world, Turkey's potential is as big as the Barnett Shale in Texas."
Will 'Saudi America' Become a Reality? (01/28/2013)
"U.S. energy independence has been a dream since the oil embargoes of the 1970s. But this vision of a 'Saudi America' has always been just a dream."
Hedge Funds Signal Energy Change (01/28/2013)
"There is an easy way to see where the market thinks a particular sector is heading. Check into which futures contracts top hedge fund managers are moving money."
Stansberry's Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand (01/24/2013)
What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks.
Why Uranium Prices Are at a Critical Tipping Point (01/24/2013)
Despite the Fukushima disaster in March 2011, the demand for nuclear power continues to rise.
Uranium: Energy Solution and Risk-On Opportunity (01/22/2013)
If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods.
Chen Lin: How My Portfolio Gained 63% in 2012 (01/17/2013)
Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% in 2012. Learn how Lin played price differentials and dividends to create outstanding gains in a challenging year, and what his moves for 2013 may be.
Will 2013 Be the Year for Uranium Miners? (01/16/2013)
"M&A activity and the expiration of Russia's HEU agreement may create a gap in supply that junior producers will have to fill."
Washington State Residents: Plug In, But Pay Up (01/16/2013)
"It's getting a little more difficult to be green in the Evergreen State these days."
Bright Spots in the Fertilizer Market: Robert Winslow (01/15/2013)
Global population growth and escalating food demand underpins long-term upside for potash, phosphate and nitrogen producers, but fertilizer oligopolies may have jumped the gun last year with aggressive rates that priced farmers out of the market. As farmers expand acreage rather than boost yields in now-tired fields, grain prices have backed off recent highs. That's why Robert Winslow, agriculture research analyst and director at National Bank Financial, is picking his stocks with care. In this interview with The Energy Report, he shares where he sees strengths and weaknesses in the industry and names some interesting contrarian plays.
Play the Bakken Oil Boom Like Buffett (01/14/2013)
"The Bakken oil formation isn't just an investing opportunity; it's transforming the U.S. energy landscape."
Sam Wahab: Coal and Natural Gas Stocks That Could Profit in a Topsy-Turvy Global Market (01/10/2013)
From the coal beds of Indonesia to oil and gas fields throughout Europe, Sam Wahab of the London-based investment firm Seymour Pierce is a master at spotting investment opportunities in the topsy-turvy world of fluctuating energy prices. In this interview with The Energy Report, he deftly defines the structural problems affecting gas and coal markets, while identifying some plays that demonstrate the savvy to come out on top.
How to Play the Resurgence in Oilfield Services (01/10/2013)
"Whenever a recovery begins in crude oil and natural gas, it always begins upstream, usually very far upstream."
Mark Lackey: Energy Stocks Could Deliver Stealth Profits (01/08/2013)
In the midst of a global market lull, many companies are sitting on their hands, argues Mark Lackey of CHF Investor Relations. That's why he's scoping out smart management that's keeping busy and making great progress—whether or not the markets are quick to notice. Learn who's getting a running start in the uranium, oil and natural gas spaces in this Energy Report interview.
Solar Stock Picks Poised for Rebound (01/04/2013)
"One sure sign of better days ahead is that the solar sector has recently attracted interest from one of the world's most respected investors, Warren Buffett."
The Best-Positioned Companies for 2013: Phil Weiss (01/03/2013)
The trading ranges for oil and gas haven't changed that much since we last touched base with Phil Weiss, senior analyst at Argus Research, but the entire landscape for both North American and international oil and gas exploration has shifted dramatically. In this interview with The Energy Report, Weiss summarizes the impacts of increased production both at home onshore and in international waters, sharing some names he finds best positioned to benefit in the coming year.
Can the Bakken Oil Formation Reach 1 Million Barrels a Day? (01/03/2013)
"If so, it would join an elite group of oil fields able to produce at that rate."
More Archives
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
