Streetwise Articles

Why an Islamic Revolution in Saudi Arabia Will Send Oil to $300/bbl
Source: Marin Katusa, Casey Research (10/2/12)
"Is a 1973-style oil crisis about to engulf the entire world?"
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Aussie Projects Gone to Potash
Source: The Sydney Morning Herald, Peter Ker (10/2/12)
"Speculation that a potash project in Canada has leapt ahead of major Australian projects in BHP Billiton's order of preference have been reinforced by new documents released by the company."
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Pipeline Infrastructure Needed for the Bakken
Source: Brianna Panzica, Energy & Capital (10/2/12)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource."
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Investing in Oil: Five Questions to Ask the Management
Source: Keith Schaefer, Oil & Gas Investments Bulletin (10/1/12)
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements."
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Commodity Stocks: Improving Returns with No Extra Volatility
Source: Frank Holmes, Frank Talk (10/1/12)
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results."
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There is Nothing the Shorts Can Do About Higher Oil Prices
Source: Kent Moors, Oil & Energy Investor (9/30/12)
"After another pricing pullback of almost 10% last week, crude oil prices rebounded on the back of an unlikely source."
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John Stephenson's Predictions for Avoiding an Economic Crash
Source: Zig Lambo of The Gold Report (9/28/12)
While the markets have been on edge for the past year or so and have left most investors bewildered as to what to do next, portfolio manager and author John Stephenson thinks that the course is set for higher gold prices. In this exclusive interview with The Gold Report, Stephenson explains why he thinks we will avoid a worldwide economic crash and how the continuing QEs and foreign government bailouts will push more investors into the gold and mining share markets as gold moves above $2,000/ounce. He also talks about some of his favorite gold mining names that should be good vehicles to profit from this move.
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First Tidal Power in U.S. Starts Flowing to the Grid
Source: IEEE Spectrum, Dave Levitan (9/28/12)
"The Ocean Renewable Power Company announced that its TidGen tidal turbines have started providing power to a utility grid owned by Bangor Hydro Electric Company, the first time that any offshore power generation facility has fed electricity back to a utility grid in the U.S."
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Three Mega Forces of the Energy Trade
Source: Kevin Cook, Zacks Investment Research (9/27/12)
"There are very few sure things in markets and investing. So I don't say this lightly: The price of a barrel of crude oil will average over $125/bbl this decade."
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What is Energy Efficiency Doing to Power Demand?
Source: Kathy Larsen, Platts (9/27/12)
"Macquarie Equities Research said in a client note several days ago that energy efficiency measures really do seem to be having an impact on electricity demand, and the effect is likely to continue."
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The Case of the Missing 200 Million Barrels of Oil: Marshall Adkins
Source: George S. Mack of The Energy Report (9/27/12)
Supply threats in the Middle East have governments around the world hoarding oil, largely in secret. But it didn't get past Raymond James Director for Energy Research Marshall Adkins, who noticed the 200 million-barrel discrepancy between what was pumped and reported global oil reserves. Where did the missing oil go, and why don't prices reflect this substantial surplus? More importantly, what happens once the reality of an oversupply sets in?—A tough six months, Adkins expects. Read on to find out where you can hide when prices plummet.
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Can Shale Oil & Gas Bring the US Energy Independence?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (9/26/12)
"The short answer is no, says Credit Suiss."
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Unfreezing Arctic Oil
Source: Breaking News, Christopher Swann (9/26/12)
"Don't write off the Arctic as a boon for oil companies just yet."
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Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer
Source: Peter Byrne of The Energy Report (9/25/12)
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper.
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Venture Capital Firm Aims to Match Up Clean-Tech Start-Ups and Energy Companies
Source: Technology Review, Martin Lamonica (9/25/12)
"The idea is to make it more efficient for corporate investors to evaluate outside firms and to give smaller companies access to the manufacturing, marketing and distribution expertise of established businesses."
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This U.S. Lab Just Hit a Nuclear Fusion Milestone
Source: Martin Hutchinson, Money Morning (9/25/12)
"If just a fraction of all these new findings live up to their promise, we're still looking at a very bright future indeed."
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Oil & Gas Stock Outlook
Source: Zacks Equity Research (9/24/12)
"While the Western economies exhibit sluggish growth prospects, global oil consumption is expected to get a boost from sustained strength in the non-OECD countries that continue to expand at a healthy rate."
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The Shale Boom Isn't All Shale
Source: Starr Spencer, Platts (9/24/12)
"The term 'shale' is getting thrown around a bit too casually. It's a lot more complicated than that."
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London Sees Oil Prices on the Rise
Source: Kent Moors, Oil & Energy Investor (9/23/12)
"The overwhelming consensus in Europe is that oil will rise, absent exogenous economic or financial problems."
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Renewable Power Is Coming Back
Source: Brianna Panzica, Energy & Capital (9/23/12)
"Prices are falling and there are clear industry front-runners. The question is: Which form of power will achieve grid parity first?"
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When Money Dies
Source: Marin Katusa, Casey Research (9/20/12)
"Most gold bugs agree that when the dollar dies, the price of oil will rise right alongside the price of gold."
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Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector
Source: Zig Lambo of The Energy Report (9/20/12)
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing.
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Why Bernanke Refuses to Let Oil Prices Fall
Source: Clif Droke, Gold & Silver Stock Report (9/19/12)
"Although short-term political considerations demand the oil price fall periodically in order to give U.S. consumers a temporary break, the oil price hasn't been allowed to drop below the $70/bbl level in the last three years of the financial market recovery."
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Bob Moriarty: Finding Massively Undervalued Energy Stocks in Today's Irrational Market
Source: Karen Roche of The Energy Report (9/18/12)
Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it."
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Three Factors Point to Higher Oil Prices
Source: Kent Moors, Oil & Energy Investor (9/18/12)
"The problem is that prices are not just reflective of new supplies, either too much or too little. By focusing only on how much is there, these analysts fundamentally provide a distorted view of the market."
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