Andrew Coleman Wants to Know if You Are Ready for the Global Oil Surplus
Source: Peter Byrne of The Energy Report  (4/24/14)
As North America continues to produce more oil and gas than the world knows what to do with, Raymond James Analyst Andrew Coleman thinks the sector is likely to remain sluggish. But if investing is a bit of a poker game, you need to learn to read the table if you want the best chance at a winning hand. In this interview with The Energy Report, Coleman explains the international supply/demand disparity and tells us which oil and gas producers he values highest in an uncertain energy market. More >

Why Energy Is Catching the Market's Eye
Source: Frank Holmes, U.S. Global Investors  (4/23/14)
"In a spectacularly performing market during 2013, energy lacked some of the incredible performance seen throughout the other sectors, but recently it has turned up, catching the attention of the market yet again." More >

Do You Practice Quality of Life Investing? Michael Berry Does
Source: JT Long of The Energy Report  (4/17/14)
Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come. More >

Why Ukraine's Gas Industry May Be the Most Profitable in the World
Source: Robert Bensh, OilPrice.com  (4/16/14)
"Right now, the pipeline system is nothing but a conduit for Russian gas into Europe. It could be much more." More >

Three Key Metrics to Identify a Superstar Investment
Source: Brian Sylvester of The Mining Report  (4/15/14)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits. More >

Russia Invaded Crimea and These US Energy Companies Made a Killing: Stansberry Research's Matt Badiali Shares O&G Investing Strategies
Source: JT Long of The Energy Report  (4/10/14)
Don't put all your investments in one stock, warns S&A Resource Report Editor Matt Badiali. In this interview with The Energy Report, he shares a basket of companies that are extracting higher margins with ever-evolving shale drilling methods. Find out about his top tenbagger opportunities at home, in the so-called new science and factory shales, as well as his favorites in the far reaches of Kurdistan, where an eventual takeover draft looks likely. More >

The Irresistible Future of Natural Gas
Source: Kent Moors, Oil & Energy Investor  (4/8/14)
"After years of being forced to operate the old way, LNG is going to allow for the global movement of natural gas and the establishment of numerous local spot markets." More >

Raymond James' Pavel Molchanov Sees Stars in the Expanding Cleantech Universe
Source: Peter Byrne of The Energy Report  (4/3/14)
Cleantech, an outperformer in the energy space since 2012, experienced a major expansion phase in 2013 that is still unfolding. In this interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov points to companies with innovative technologies, strong balance sheets and financial flexibility as examples of low risk with high-flying rewards. Find out about his strongest Buy recommendation, as well as a special situation in big oil. More >

Stephan Bogner and the Rise of a Euro-Sino-Russian Superpower
Source: Brian Sylvester of The Mining Report  (4/1/14)
Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future. More >

Conjuring Profits from Uranium's Resurgence: David Sadowski
Source: Tom Armistead of The Energy Report  (3/27/14)
It doesn't take a Ouija board to predict a rebound in the price of uranium: Global fuel stocks are insufficient, and unmet demand for uranium is growing. In this interview with The Energy Report, David Sadowski, a mining research analyst at Raymond James, explains the forces that will push the price of uranium, and the companies that are likely to benefit. Being selective, he says, will provide the greatest rewards. More >

Natural Gas Stocks 2014: A Bullish Sign from This LNG Export News
Source: Tara Clarke, Money Morning  (3/26/14)
"U.S. exports of LNG could mitigate any shortages in Europe caused by the Ukraine-Russia conflict." More >

Here's How Russia's Invasion of Crimea Could Benefit Some U.S. Oil Companies
Source: Matt Badiali, The Crux  (3/26/14)
"Companies that can buy oil for $16 or $17 per barrel cheaper can make a much larger profit margin than competitors that must pay more." More >

Strong Commodities + Weak Dollar = Canadian Energy Investing Bonanza: Chad Ellison
Source: Brian Sylvester of The Energy Report  (3/20/14)
Chad Ellison of Dundee Capital Markets is gearing up for a red-hot Canadian energy sector. Commodity price strength and weakness in the Canadian dollar are creating a discount in the country's oil and gas explorers and producers. In this interview with The Energy Report, Ellison elaborates on why he's excited to be an energy analyst again, and names companies with strong economics and management teams likely to reward energy investors. More >

Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is)
Source: Tom Armistead of The Energy Report  (3/18/14)
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity. More >

Tom Varesh: If Canada Opens the Spigot on Drilling, These Oil Services Companies Could Climb
Source: Peter Byrne of The Energy Report  (3/13/14)
One of Canada's top-ranked industrial investment analysts, Tom Varesh of M Partners, tells The Energy Report where to find the best-positioned oil services companies in the oil fields of western Canada. With many pipeline and E&P projects approved and still more seeking approval, western Canada looks primed for an energy renaissance. At this point, it's a case of "if you build it, they will come." Find out about the companies doing the building, and get exposure before share prices start sprinting. More >

Mike Breard: Buy Small for Deep Profits
Source: Peter Byrne of The Energy Report  (3/11/14)
The Street's eyes may be on North Dakota, but Mike Breard also keeps an expert eye focused on smaller oil and gas companies drilling elsewhere. In this interview with The Energy Report, the Hodges Capital analyst discusses several companies drilling excellent wells in Texas, Oklahoma and the Gulf of Mexico. Breard, a veteran oil and gas analyst, knows the first names of some of the sharpest managers in the industry. Stick with the winning teams, he advises, even when they change firms. More >

Zimtu Capital Analyst Says All Roads Lead to the Athabasca Basin
Source: Tom Armistead of The Energy Report  (3/6/14)
To the World Nuclear Association, 2% uranium ore is high grade. At 14%, 16% and even 20% uranium, the grades in the Athabasca Basin are astounding analysts and investors around the world. Derek Hamill, Zimtu Capital Corp.'s new head of research, tells The Energy Report about where the investment dollars are moving in the Athabasca Basin, and what areas and companies are worth watching going forward. More >

Uranium Hot Spots: Mauritania, Gabon and Zambia
Source: Uranium Investing News  (3/4/14)
"These countries have potential that has attracted many companies, from juniors to established multinationals." More >

A Pair of Top Picks, a Risky Pair and an Ace in the Hole: Justin Anderson Shows His Hand
Source: Tom Armistead of The Energy Report  (2/27/14)
Since its inception in 2007, the Salman Partners' Top Pick Index has made a 251% return. The index is a huge pot for investors in the international oil and gas space to bet on, but it's not for the untutored. Salman Partners Analyst Justin Anderson walked The Energy Report through the risks and returns of the game. Find out how he plays his hand. More >

Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems
Source: Brian Sylvester of The Mining Report  (2/25/14)
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore. More >

Uranium Supply Disruptions Spell Opportunity for Investors: David Talbot
Source: Tom Armistead of The Energy Report  (2/20/14)
A supply crisis is looming in the uranium industry, and today's uranium price, stagnant at an eight-year low, will shoot up quickly when restarts of Japanese nuclear power plants bring back demand with a vengeance, David Talbot tells The Energy Report. Talbot, a geologist and senior mining analyst at Dundee Capital Markets, is excited about the potential of Canada's Athabasca Basin, the world's most prolific uranium source. But beyond the pounds in the ground, he sees money to be made in undervalued companies. More >

The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report  (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Fight China's Smog with Ethanol, Says Chen Lin
Source: Peter Byrne of The Energy Report  (2/6/14)
In decades past, we have seen that any commodity China really wants goes through the roof. We saw it in copper. We saw it in oil. We saw it in liquefied natural gas. If China starts mandating a 5% blend of ethanol to gasoline, ethanol should trade on par with gasoline. So says Chen Lin, author of the widely read newsletter What is Chen Buying? What is Chen Selling? But there's more to the story: because China produces no ethanol, U.S. ethanol producers could be looking at a massive new market, not to mention a spike in profit margins. In this interview with The Energy Report, Chen discloses his favorite ethanol picks, as well as some compelling fracking names. More >

Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore
Source: Peter Byrne of The Mining Report   (2/4/14)
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. More >