Angelos Damaskos: Five Juniors that Insulate Investors from Today's Low Oil Prices
Source: Kevin Michael Grace of The Energy Report  (11/13/14)
Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term. In this interview with The Energy Report, Damaskos argues that current prices are dismal news for the majors, shale oil producers and the oil sands but underline the advantage of investment in juniors with solid, long-term projects, of which he presents five.
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Hunting on the Backbone for Valuable Master Limited Partnerships with Hinds Howard
Source: Peter Byrne of The Energy Report  (11/6/14)
Hinds Howard knows what makes a master limited partnership worth buying and holding for income and tax advantages. In this interview with The Energy Report, the head of MLP research for asset management firm CBRE Clarion Securities explains why the recent downturn in the sector was a practically meaningless dip, and describes why MLPs are an ever-strong growth proposition built on the energy resource backbone: drilling, pipelines and refineries. More >

Bob Moriarty: $80 Oil Is the New Normal Minimum
Source: Karen Roche of The Energy Report  (11/6/14)
Saudi Arabia has nothing to do with falling prices at the pump, argues Bob Moriarty. He sees falling demand as the culprit, driven by economic slowdown in China, Europe and the U.S. In this interview with The Energy Report, Moriarty explains why increased consumer spending won't solve our problems, and discusses why he's still a fan of North American energy stocks—even though he hates shale oil. More >

Colin Healey: Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down
Source: Brian Sylvester of The Mining Report  (11/4/14)
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond. More >

Natural Gas Prices Are Going Higher and So Are These 'Super Shift' Opportunities
Source: Kent Moors, Oil & Energy Investor  (11/4/14)
"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year." More >

The Tao of Investing in the Renewable Energy Market: Practice Patience, Not Panic, Says JinMing Liu
Source: Tom Armistead of The Energy Report  (10/29/14)
With the market bucking like a rodeo bull, investors should hang on and sit tight, JinMing Liu advises, especially with the high-beta cleantech and renewable energy industries he covers. In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient. More >

Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever
Source: JT Long of The Mining Report  (10/28/14)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites. More >

Credit Suisse Expert Targets MLPs that Could Increase Dividends and Yields in 2015
Source: JT Long of The Energy Report  (10/23/14)
War, severe weather and record natural gas production are buffeting energy stock prices. Where can investors turn for safety? In this interview with The Energy Report, Credit Suisse's John Edwards suggests that midstream master limited partnerships, while they have been volatile of late, are fundamentally stable business models, and have less exposure to volatility than explorers and producers. As a bonus, he names his top companies in a rising yield environment. Let's just hope oil stays above $80/barrel. More >

Big Oil And Renewables: Not So Strange Bedfellows
Source: Andrew Topf, OilPrice.com  (10/22/14)
"While Big Oil and renewables have seen an on-again off-again courtship, there appears to be hope in reconstituting the relationship if it can be viewed less as a zero-sum game than one that could flourish if there are enough mutual benefits to be gained. More >

Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report  (10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that. More >

Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks
Source: Tom Armistead of The Energy Report  (10/16/14)
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right. More >

Don't Miss Your Chance to Profit from the End of OPEC
Source: Matt Insley, The Daily Reckoning  (10/14/14)
"A decade ago would you ever imagine that a U.S.-led oil boom would cause a panic among OPEC nations?" More >

Energy Master Limited Partnerships Go Mainstream: Baird's Ethan Bellamy
Source: Peter Byrne of The Energy Report  (10/9/14)
As Robert W. Baird & Co.'s Ethan Bellamy explains, master limited partnerships are yield-producing investments that can bring remarkable returns to smart investors and provide short-term buy-sell profits. In this interview with The Energy Report, Bellamy discusses a fistful of partnerships worth an investor's dollars. More >

The U.S. Oil Export Surge Is Coming
Source: Kent Moors, Money Morning  (10/8/14)
"Something is now afoot in the Pacific Northwest that is going to change how we think about pricing oil—and this new wrinkle is going to provide a range of fantastic opportunities for investors." More >

Oil and Gas Investor Editor Leslie Haines: We Will Never Stop Importing Oil, but We May Start Exporting
Source: JT Long of The Energy Report  (10/2/14)
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect. More >

Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report  (9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
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Who Is Buying the Islamic State’s Illegal Oil?
Source: Chris Dalby, Oilprice.com  (9/30/14)
The 11 oil fields that IS controls in Iraq and Syria have made it a largely independent financial machine. More >

Keep Truckin': Russell Stanley on How to Snap Up Growing Energy Services Companies
Source: Peter Byrne of The Energy Report  (9/25/14)
The oil and gas fields in western Canada are sucking up rental equipment, trucking services and well site accommodation services like the proverbial black hole. Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game to The Energy Report. More >

Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report  (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets. More >

How to Cash-In On Thomas Edison's Secret Energy War
Source: Chris Campbell, Daily Reckoning  (9/23/14)
"In five years, all across your city and state, a robust decentralized grid could web itself into the infrastructure." More >

Commodities Capitulation—A Blip or the Start of Something More?
Source: Chris Berry, Disruptive Discoveries Journal  (9/22/14)
"By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ." More >

Looking for Lithium Mega-Deals with Thibaut Lepouttre
Source: Peter Byrne of The Energy Report  (9/17/14)
Where will Tesla Motors get the tons of lithium it will need to make advanced batteries at its Nevada gigafactory? Is there an opportunity for profit in lithium mining as supply shrinks? For an answer, The Energy Report caught up with Thibaut Lepouttre at his home base in Belgium, where he edits Caesars Report, a newsletter that analyzes international mining projects. In addition to the lowdown on lithium, Lepouttre talks about several low-profile firms with phosphate and uranium mining projects. More >

The Sand Demand: Finding Opportunities Beyond Direct Shale Plays
Source: Frank Holmes, U.S. Global Investors  (9/17/14)
"Since many energy companies have adopted the process of fracking in their oil field operations, they have come to rely on sand as an integral component to this procedure." More >

Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil & Gas
Source: Kevin Michael Grace of The Energy Report  (9/11/14)
Few things in life are certain, but Encompass Fund managers Malcolm Gissen and Marshall Berol are convinced that the world needs much more energy, and that this is great news for oil and gas companies and their investors. In this interview with The Energy Report, Gissen and Berol highlight eight oil and gas producers with potential for dynamic expansion, and two premium companies in the burgeoning sector of oil and gas services. More >

Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report  (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation. More >