Five Oil and Gas Companies Analyst Joel Musante Digs
Source: Zig Lambo of The Energy Report  (3/7/13)
Many observers believe that the best days of domestic oil and gas production are long gone—and they may be right. But that doesn't mean there isn't a lot more petroleum product to be found right here in North America, even in fields that have been previously worked. In this interview with The Energy Report, Joel Musante, a senior research analyst at C. K. Cooper, profiles several companies that are still coming up with some impressive numbers. More >

Mansur Khan: Will the Electric Vehicle Tipping Point Transform Lithium Markets?
Source: Zig Lambo of The Energy Report  (3/5/13)
The big bullish story on lithium holds that once consumers make the switch from fuel-burning cars to electric vehicles, the resulting demand for high-quality lithium batteries could make millionaires of investors exposed to lithium miners. Consumers aren't making the switch overnight, but Dundee Analyst Mansur Khan sees a tipping point on its way, along with blue sky potential. Khan has the skinny on mining companies with the goods to supply an ever-hungrier auto market and the skill to thrive in tight market conditions. Learn which names offer maximum upside in this The Energy Report interview. More >

Canada's Shale Boom: Unlocking Alberta's Oil and Gas
Source: Matt Insley, The Daily Reckoning  (3/4/13)
"If you want to profit from North America's shale boom, all you have to do is follow the drill rigs." More >

Shale Envy: Why North America Is the Global Oil & Gas Sweet Spot
Source: Zig Lambo of The Energy Report  (2/28/13)
With its wide open plains and existing infrastructure, services and workforce, North American oil and gas development is attracting admiration around the globe—and prompting other countries to scratch beneath the surface in search of their own shale revolution. Peter Dupont, oil and gas analyst at Edison Investment Research in London, tells The Energy Report why the U.S. and Canada have retained their lure and discusses vast untapped potential in a number of developing international plays. More >

Drilling Efficiency: Lowering the Break-Even Price of Natural Gas
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (2/28/13)
"The gas rig count in the U.S. has dropped by more than half in the last 18 months, but production continues at record levels. Why is that?" More >

James West: Oil and Gas Beats Mining Hands Down
Source: Zig Lambo of The Energy Report  (2/26/13)
Interest rates may be near zero, but financing big projects is still tough for most mining companies. That's why James West has switched his focus to energy investments, where the payoff is often much faster. In this interview with The Energy Report, West explains why intermediate-term energy opportunities have become his sweet spot. More >

Investing in MLPs: Three Set to Soar on Shale Expansion
Source: Don Miller of Money Morning  (2/25/13)
"If you're one of the millions of investors trying to find decent yielding income investments, there's one place you should be looking—Master Limited Partnerships." More >

Don Coxe: Take Advantage of Energy Sector Upside
Source: Peter Byrne of The Energy Report  (2/21/13)
There are many reasons to be bullish about energy resources, says commodity investment specialist Don Coxe. He treats The Energy Report to a downside-upside tour of the recovering financial system, bearing good news for energy investors. Find out which sectors Coxe says are on the move. More >

Mat Wilson: Following the Money to Undervalued Contrarian Plays
Source: Brian Sylvester of The Energy Report  (2/21/13)
If you look very closely, you'll find some big players in the energy market sinking a lot of dollars into some very unconventional plays. Mat Wilson, an analyst with Pinetree Capital in Toronto, is following a trail of billion-dollar shale exploration and development investments from Canada to Texas and South America. Wilson tells The Energy Report which small-cap names are linked with hefty, large-cap investments and why they stand to benefit. More >

Survival of the Fittest in Energy Investment: Malcolm Gissen and Marshall Berol
Source: Peter Byrne of The Energy Report  (2/19/13)
Times may be tough for energy commodities, but Encompass Fund Managers Malcolm Gissen and Marshall Berol are hard-core survivors. In this interview with The Energy Report, the dynamic duo share their tactics for winning in 2013 after decades of experience investing in uranium, oil and gas, coal, hydroelectric and geothermal energy. More >

Refinery Stocks: What I'm Buying Right Now
Source: Keith Schaefer, Oil and Gas Invesments Bulletin  (2/15/13)
"There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now." More >

Colin Healey: Which Uranium Stocks Will Rise on a Supply Shortfall?
Source: Brian Sylvester of The Energy Report  (2/14/13)
With energy demand looking up in China and Japan, both coal and uranium are likely to experience an uptick. But which producers will move with prices? Colin Healey of Haywood Securities weighs in on some names that are leveraged to spot prices in this interview with The Energy Report, explaining why it's time for investors to get excited again. More >

Two Reasons to Expect Greater Volatility in Oil Prices
Source: Kent Moors, Oil & Energy Investor  (2/14/13)
"A combination of rising demand and tension in the Middle East means oil prices will continue to climb." More >

Do the Companies You Hold Have a Backup Plan? They Should, Says Tim Murray
Source: Zig Lambo of The Energy Report  (2/12/13)
Hiccups, either market- or operations-related, are the norm rather than the exception, especially in the junior oil and gas space. That's why Tim Murray, oil and gas analyst at Desjardins Securities, prefers to invest in management teams with long-term vision and a plan for worst-case scenarios. A stellar balance sheet doesn't hurt, either. In his interview with The Energy Report, Murray shares stories of capable management teams that are rolling with the punches—and rewarding investors who stick with them. More >

Bruno del Ama: Junior MLPs Are Undervalued and Ready for Growth
Source: George S. Mack of The Energy Report  (2/7/13)
Master limited partnerships (MLPs) aren't just pipeline builders, nor are they all large caps. Bruno del Ama, CEO and co-founder of Global X Funds, sees significant value in junior MLPs anchored to exploration, production and storage as well as transportation. In this interview with The Energy Report, del Ama talks about a rare bottom-floor opportunity to profit while avoiding the tax and bookkeeping pitfalls of MLP investing. More >

Keith Schaefer: Refineries Will Be Big Winners When Price Gaps Widen
Source: Zig Lambo of The Energy Report  (2/7/13)
The Street thinks oil price differentials stem from lack of pipelines. That's only partly true, says Keith Schaefer, editor of Oil & Gas Investments Bulletin, arguing that limited refinery capacity is just as big a challenge. Schaefer expects most investors to be caught completely off guard when the Brent/WTI gap widens and light oil prices plummet later this year, and in his nuanced interview with The Energy Report, he tells us who stands to profit, who stands to lose and why select natural gas companies are getting a lot of love right now. More >

What’s Black, Dusty. . .and Set to Profit?
Source: Matt Insley, Daily Reckoning  (2/7/13)
"It’s a coal bloodbath! But it’s also a perfect opportunity to 'buy low.'" More >

The New Valuation Paradigm in Small-Cap Energy Stocks: Josh Young
Source: Alec Gimurtu of The Energy Report  (2/5/13)
What's more important: the size of the acreage or the amount of oil and gas gushing from it? Josh Young, founder of Young Capital Management, sees investors shifting their attention to the latter category. However, Young is more focused on the risk an investment poses compared to its potential reward. In this Energy Report interview, Young discusses which stocks have him particularly excited and why he sees interesting times ahead for oil—and the small caps that produce it. More >

A Different Way to Invest in Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (2/5/13)
"Ask producers about condensate." More >

On 'Peak Potash' and Doomsday Investment Themes
Source: Chris Mayer, Daily Reckoning  (1/31/13)
"Never fall for an argument that says we’ll run out of some natural resource or bet on the 'end' of cheap anything." More >

Rob Chang: Is 2013 a Catalyst Year for the Uranium Market?
Source: Zig Lambo of The Energy Report  (1/31/13)
After scraping along what appears to be the market bottom, uranium prices are poised for significant moves this year as the in-place demand exceeds visible supply for the foreseeable future. So says Rob Chang, Equity Analyst at Cantor Fitzgerald Canada in this interview with The Energy Report. Investors stand to make some exciting returns if they know which companies to watch, and Chang names some companies on the verge of big breakthroughs. More >

What the Narrowing WTI/Brent Price Gap Means for Investors: Elliott Gue
Source: Zig Lambo of The Energy Report  (1/29/13)
Increasing pipeline capacity in the U.S. is expected to help close the troubling price differential between West Texas Intermediate and Brent prices. In this interview with The Energy Report, newsletter editor and international stock market strategist Elliott Gue discusses how this trend and other developments are affecting investment prospects, sharing some favorite names with upside potential. More >

Turkey’s Oil Potential: Onshore and Offshore
Source: Jen Alic, Oil & Gas Investments Bulletin  (1/29/13)
"With one of the top shale oil prospects in the world, Turkey's potential is as big as the Barnett Shale in Texas." More >

Will 'Saudi America' Become a Reality?
Source: Tony Daltorio, Money Morning  (1/28/13)
"U.S. energy independence has been a dream since the oil embargoes of the 1970s. But this vision of a 'Saudi America' has always been just a dream." More >

Hedge Funds Signal Energy Change
Source: Kent Moors, Oil & Energy Investor  (1/28/13)
"There is an easy way to see where the market thinks a particular sector is heading. Check into which futures contracts top hedge fund managers are moving money."
More >