The One Oil Move to Make ASAP
Source: Kent Moors, Oil & Energy Investor  (9/18/13)
"It's time to position yourself for regional variations in price." More >

Bill Powers: Give Up the Shale Gas Fantasy and Profit When the Bubble Bursts
Source: Zig Lambo of The Energy Report  (9/17/13)
The numbers don't lie—but politicians and industry bigwigs do. While pundits still wax poetic about an era of American energy independence, Bill Powers, author of the book "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees productivity plummeting in almost every major shale play. In this interview with The Energy Report, Powers tells us to forget about LNG exports and a manufacturing boom and get positioned for a bust. How? Invest in energy equities. Powers names his favorites for maximum returns when the bubble bursts. More >

Casey's Marin Katusa: Conflict Could Be Good for Energy Investors
Source: JT Long of The Energy Report  (9/12/13)
Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis. More >

Uranium Price Headed for $50 in 2014, Taking Stocks Higher: Rob Chang
Source: Zig Lambo of The Energy Report  (9/10/13)
The stubborn spot price of uranium has frustrated market watchers for the past year. But that's not the whole story. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of the delayed commodity price move expected in 2014. In this interview with The Energy Report, Cantor Fitzgerald Canada Metals and Mining Analyst Rob Chang explains what lies ahead and how the turnaround in the uranium market will benefit the companies he thinks investors should focus on for maximum profits. More >

Searching for the Clean Coal Holy Grail
Source: Jim Pierobon, The Energy Collective  (9/9/13)
"For all the attention, and the public and private dollars flowing into "clean coal" power and carbon capture initiatives, the results thus far have yet to identify potential solutions that meet stringent economic and environmental criteria with science proven by vigorous scientific tests." More >

America's Energy Revolution
Source: Frank Holmes, Frank Talk  (9/6/13)
"From the depths of reserves to the richness of the energy, an incredible transformation is taking place." More >

Three Ways to Profit from MLP Funds: Hinds Howard
Source: Tom Armistead of The Energy Report  (9/5/13)
Master Limited Partnerships (MLPs) started to enter the limelight in 2011, but the best may be yet to come. Low interest rates are acting as a tailwind in the space, and the sector experienced its best performance in Q1/13. Hinds Howard, chief investment officer of Guzman Investment Strategies and author of the MLP HINDSight blog, tells The Energy Report about the unprecedented growth MLP funds are enjoying. He names the top performers, reveals the pros and cons of this complex investment vehicle and shares his secrets for wringing the most value out of it. More >

Prepare for the Chinese Energy Juggernaut
Source: Robert Rapier, The Energy Collective  (9/5/13)
"Over the past decade, China has become the world's largest energy consumer, as well as the world’s largest emitter of carbon dioxide." More >

Bruce Edgelow: Optimistic Banker Sees 'Encouraging Time in the Basins'
Source: Tom Armistead of The Energy Report  (9/3/13)
Bruce Edgelow is optimistic. The energy group vice president for ATB Financial says technological advances have opened new exploitation opportunities for the Canadian oil and gas market and have improved the industry's ability to monitor and respond to leaks, spills and other system issues. Selective access to capital and consolidation has presented challenges for producers, but it's an encouraging time in the basins, Edgelow says. In this interview with The Energy Report, he discusses the players he likes and why. More >

As Syria Erupts, Here's What Oil Traders Fear the Most
Source: Kent Moors, Oil and Energy Investor  (9/3/13)
"While any geo-military event like the one about to play out will increase volatility in oil prices, a power vacuum in the Middle East would strike at the core of a trader's basic fear—an interruption in supply." More >

Micro-Cap Oil Stocks that Hit the Jackpot: Phil Juskowicz
Source: Zig Lambo of The Energy Report  (8/29/13)
If you want the most bang for your buck, quality E&P micro caps are the way to go. At least that's the opinion of Analyst Phil Juskowicz of Casimir Capital, an early follower of the company that ended up discovering the Barnett Shale. In this interview with The Energy Report, Juskowicz explains his investment rationale and talks about several of his favorite micro caps, including one that went shopping at an asset bankruptcy sale and absolutely cleaned up. More >

The Low-Cost, High-Yield Strategy Making Oil Investors Money: Josh Young
Source: Peter Byrne of The Energy Report  (8/27/13)
Sometimes success is about making the most of what you've already got. The same holds true for North America's shale plays: Companies are saving development dollars by reworking old wells. When it's done right, the rates of return are astounding. That's why Young Capital Management founder Josh Young is investing in redevelopment plays. In this interview with The Energy Report, Young explains redrilling economics and highlights off-the-radar shale basins outperforming those in the limelight. More >

Electric Vehicle Infrastructure: The Chicken/Egg Dilemma
Source: Genevieve Alberts, The Energy Collective  (8/26/13)
"There is a solution on the horizon: smart grids, and their younger sibling, the smart meter, the saviors of managing demand. A smart system would allow the mediation of electric vehicle electricity demand by making a 'smart' decision about how to 'smooth out' the demand to mitigate the surge." More >

Two Ways to Capitalize on Accelerating Lithium Demand: Luisa Moreno
Source: Tom Armistead of The Energy Report  (8/22/13)
The sleekest, most efficient electronic product is nothing without the battery that powers it. Enter lithium, the raw material battery manufacturers depend on. With electric/hybrid vehicle use on the rise and demand for consumer electronics steadily climbing, lithium producers with quality product should have no shortage of potential buyers. In this interview with The Energy Report, Luisa Moreno, mining and metals analyst with Euro Pacific Canada, names her top lithium picks with both the goods and the customers. More >

Canada's Heavy Oil Producers Are Positioned for Big Payoffs: Alistair Toward
Source: Tom Armistead of The Energy Report  (8/20/13)
Companies that can hunker down in low-margin environments will often wow markets during recoveries. Heavy oil producers are the next case in point, says PI Financial Oil and Gas Analyst Alistair Toward. Improved heavy oil pricing means these producers are enjoying significantly bigger netbacks. As heavy oil producers release their quarterly financial results, those bottom-line payoffs are likely to make waves. In this interview with The Energy Report, find out how to invest in this high-beta space before all the earnings reports are in. More >

Ryan Fletcher: The Next Big Discoveries in the Athabasca Basin
Source: Peter Byrne of The Energy Report  (8/15/13)
Home to some of the richest, highest-grade uranium deposits on the planet, the Athabasca Basin has long been a mining investment hot spot. Even with uranium prices at relatively depressed levels, projects like Roughrider or Patterson Lake South have captured the market's ear—and created significant gains for the companies behind these discoveries. In this interview with The Energy Report, Zimtu Capital Director Ryan Fletcher profiles miners that may well be sitting on the next show-stopping resource as the Athabasca Basin story continues to unfold. More >

Barclays: Worldwide O&G Capex Growth Good News for 'Big Four' Services Companies
Source: Tom Armistead of The Energy Report  (8/13/13)
If the oil and gas industry were a sport, Barclays Analyst James C. West's dream team would consist of large-cap, diversified oil services companies drilling for either oil or gas offshore in the Middle East, with the bench stocked with players operating offshore in India, Asia, Australia and the Asia-Pacific region. In this interview with The Energy Report, West highlights industry growth spots around the world. The future, he says, is bright. More >

The Shale Oil Boom Is Going Global (Starting with Argentina)
Source: Kent Moors, Money Morning  (8/13/13)
"The shale oil and gas craze is going global. . .For investors, that means there will be some genuine opportunities for North American technical, equipment and production service companies as this wave continues to wash up in areas all over the world." More >

Smart Fracking: Jim Letourneau on Enhanced Oil Recovery with Competitive Costs
Source: Peter Byrne of The Energy Report  (8/8/13)
What's the difference between an oil well and a very expensive hole in the ground? Advanced hydraulic fracturing techniques, in many cases. That's why Big Picture Speculator Editor Jim Letourneau is following service companies that are helping producers get to the finish line on time and under budget. In this interview with The Energy Report, Letourneau discusses new ways to play the ever-evolving shale revolution. More >

Bill Newman: As Argentina Backpedals, Will Oil and Gas Companies Step on the Gas?
Source: Peter Byrne of The Energy Report  (8/6/13)
Argentina's nationalist seizure of YPF's assets last year stunned markets, but loss of foreign investment compromised the nation's energy self sufficiency. Now, says Bill Newman of Mackie Research, the government is taking steps in the right direction. In this interview with The Energy Report, Newman outlines the political landscape and identifies promising plays in the region. More >

What's Behind July's 9% Rise in Crude Oil Prices
Source: Tony Daltorio, Money Morning  (8/5/13)
"U.S. crude oil prices finished the month of July on a very positive note. Front-month futures ended July at just above $105 a barrel. That put those futures up about 9% for July, the largest one-month gain for crude oil in 11 months." More >

Top Ten Stocks for a Uranium Price Rebound: David Talbot
Source: Zig Lambo of The Energy Report  (8/1/13)
When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier. More >

Jocelyn August: Top Five Catalysts for Small-Cap Energy Equities
Source: Brian Sylvester of The Energy Report  (7/30/13)
Catalysts are a little like earthquakes: They shake things up. These announcements of drill results, production starts and resource estimates can influence stock prices, sometimes for the better, sometimes for the worse. In this interview with The Energy Report, Jocelyn August, senior analyst and product manager for Sagient Research's CatalystTracker, explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces. More >

Is It Time to Start to Talk About Geothermal Again?
Source: Jason Hamlin, Gold Stock Bull  (7/29/13)
"Geothermal is a renewable energy source that is expected to grow fivefold in the next seven years and produces more than double the energy of solar and wind combined." More >

How to Invest in LNG: A 3-Step Strategy
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (7/26/13)
"Greg Coleman outlines his three-stage plan for grabbing a chunk of the profits from the massive ramp-up coming in LNG." More >