Streetwise Articles

Colombia Oil Stocks: Time to Invest Once Again?
Source: Keith Schaefer, Oil and Gas Investments Bulletin (9/4/12)
"Now, these stocks have not only fallen to earth, they've crashed through the floor into the basement—despite good oil prices. What happened? And more importantly, is this an opportunity for investors?"
More >
The Real Answers in China Are Never That Simple
Source: Keith Fitz-Gerlad, Money Morning (9/4/12)
"Rather than tackling the incessantly 'they'll never succeed because they're not democratic' or 'ghost cities' arguments, let's dig into the subtleties that escape most Westerners."
More >
U.S. Shale Glut Means Gas Shortage for Mexican Industry
Source: Reuters, Carlos Manuel Rodriguez (9/4/12)
"Mexican gas prices are tied to rates in its northern neighbor, where soaring supplies from shale fields drove gas to a 10-year low and reduced Mexico's wholesale price 32% in the past year. Manufacturers can't get enough of the energy."
More >

The Case for Emerging Europe
Source: Frank Holmes, U.S. Global Investors (9/4/12)
"Many investors have interpreted the underperformance of the iShares S&P Europe 350 ETF as a contrarian sign to hunt for bargains in developed Europe. However, even greater opportunity may lie to the east—in Poland, Russia and Turkey."
More >
The 'Experts' Are Wrong About Oil Prices
Source: Kent Moors, Oil & Energy Investor (9/4/12)
"Their argument is deceptively simple—with all of shale oil coming on the market, there will be an oil glut in the U.S. Gluts naturally depress prices. And those pounded-down prices will force companies to fold. Unfortunately, the argument is both simplistic and wrong."
More >
Colorado Wrestles with Fracking Rules
Source: Penelope Kern, Energy Prospects West (9/4/12)
"The memo of understanding between Erie, EnCana and Anadarko could serve as a model for future agreements between cities and energy companies."
More >

Project Aims to Harness the Power of Waves off Oregon
Source: New York Times, Kirk Johnson (9/3/12)
"The first commercially licensed grid-connected wave-energy device in the nation, designed by a New Jersey company, Ocean Power Technologies, is in its final weeks of testing before a planned launch in October."
More >
Who Is Buying Your Stocks?
Source: Brian Bolan, Zacks Investment Research (9/3/12)
"Who buys your stock can be more important than how much of it they bought."
More >
This Is Your Energy Entry Point: Mark Lackey
Source: Zig Lambo of The Energy Report (8/30/12)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off.
More >

Five Ways Researchers Use Microbes to Make Energy
Source: Business Insider, Jennifer Welsh (8/30/12)
"Researchers are working on multiple ways that microorganisms, specifically bacteria, can be used to create energy."
More >
Algae Biofuel Facility Begins Operations
Source: Swagato Chakravorty, Energy & Capital (8/29/12)
"The first phase of Sapphire Energy Inc.'s Green Crude Farm, the first commercial demonstration algae-to-energy plant, has begun operations."
More >

Higher Gas Prices a Sure Bet Due to Hurricane Isaac, Fire
Source: James Baldwin, Money Morning (8/29/12)
"Production halts due to Hurricane Isaac and a deadly explosion at a Venezuelan refinery have pushed U.S. gas prices to a near four-month high."
More >
The Latest ETF Eye-Opener
Source: Frank Holmes, U.S. Global Investors (8/29/12)
"Institutional Investor recently highlighted another downside to these investments: ETFs' use of hypothetical, back-tested performance."
More >
Invest in What China Needs to Buy: Don Coxe
Source: Peter Byrne of The Energy Report (8/28/12)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status.
More >
The Comprehensive Guide to Natural Gas ETFs
Source: Zacks Investment Research (8/28/12)
"Natural gas prices have fallen about 80% since their 2008 peak. Now, the situation seems to be turning around."
More >
Why $40/bbl Predictions Are Dangerous
Source: Kent Moors, Oil & Energy Investor (8/27/12)
"These doom and gloom predictions are highly oversimplified and potentially dangerous to you as an investor."
More >

Higher Gas Prices Ahead as Hurricane Isaac Takes Aim at Gulf
Source: James Baldwin, Money Morning (8/27/12)
"Hurricane Isaac already has forced several energy giants to shut down major Gulf oil and gas projects until the storm passes. That's going to spell higher gas prices for U.S. consumers."
More >
Will Russia Replicate US Success in Shale Oil Development?
Source: Nadia Rodova, Platts (8/27/12)
"Apart from hard-to-access vast reserves offshore the Arctic, Russia is believed to have enormous hard-to-extract resources in already developed regions."
More >
Cameco Buys BHP Billiton's Yeelirrie Uranium Project for $430M
Source: Dorothy Kosich, Mineweb (8/27/12)
"Just days after BHP Billiton announced it would mothball more than $60B in expansion projects, the company announced it had signed an agreement to sell its Yeelirrie uranium deposit to Cameco for $430M."
More >

Saskatchewan Premier Comes Around to Rejigging Potash Royalties
Source: The StarPhoenix (8/24/12)
"Musing this week by Premier Brad Wall that his government should rejig the way it collects royalties from potash producers is somewhat of a surprise, given the stance of his Saskatchewan Party during the election campaign."
More >
Why Uranium Prices Will Spike in 2013: Raymond James
Source: George S. Mack of The Energy Report (8/23/12)
Analyst David Sadowski of Raymond James sees a lot on the horizon for uranium: a supply shortfall, escalating Asian demand and seasonality, to name just a few. As a former geologist-turned sellside analyst, Sadowski's conviction in uranium's bullish future is rock solid, and he urges investors to get exposure now, as prices in this sector can climb quickly once they're set in motion. In this exclusive interview with The Energy Report, Sadowski shares his favorite names that are set to deliver megawatt-size returns to investors.
More >

As Prices Rise, Here's How to Play Natural Gas Companies
Source: Patrick Vail, Monday Morning (8/23/12)
"Since natural gas prices are coming off some pretty historic lows, it makes sense to proceed with caution. One way to do this is to invest in companies with exposure to both oil and gas."
More >

Oil and Gas in Africa: Boom or Doom?
Source: All Africa, Uche Nwadialor (8/23/12)
"Looking through the African continent, it is safe to say that the oil-producing countries are also the most prone to conflict."
More >
Nuclear ETFs in Focus
Source: Eric Dutram, Zacks Investment Research (8/22/12)
"The Market Vectors Uranium and Nuclear Energy ETF has been seeing solid volume levels and it continued the trend this week, trading in volumes roughly six times the normal level."
More >
Taylor Asset Management CEO Busts the Peak Oil Myth
Source: Zig Lambo of The Energy Report (8/21/12)
Peak oil? "Baloney," says Stephen Taylor. However, significant price differentials make for a complicated global market. On that front, Taylor's message is simple: Watch the news to see where the wells are gushing, choose stocks with low operational costs and keep cash on hand for quick near-term profits. Learn which companies are priced to buy in Taylor's exclusive interview with The Energy Report.
More >