Streetwise Articles
It's Time to Invest in Argentina's Oil and Gas Plays: Bill Newman
Source: Padma Nagappan of The Energy Report (8/9/12)
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
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The Race for Resources
Source: Frank Holmes, U.S. Global Investors (8/9/12)
"Investing in global markets requires Olympic stamina, especially at times like this, when the month’s reading on the manufacturing industry was not encouraging."
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Natural Gas: North America's Energy Future, or Just Hot Air?
Source: Visual Capitalist (8/8/12)
"New gas technologies and discoveries have changed the complexion of energy in the U.S. and Canada. But how does it fit into the energy equation for the future?"
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Natural Gas to Provide Bulk of New Capacity
Source: Mavis Scanlon, Energy Prospects West (8/8/12)
"North America could see 112 GW of new renewable-energy capacity by 2037, but the continent could see more than three times as much new capacity from natural gas-fueled generation over the same period."
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Britain Gives Nuclear Power a Second Chance
Source: New York Times, Stanley Reed (8/8/12)
"In a turnabout from the late 20th century, the British government is courting the nuclear industry. It wants low-carbon power to aid its goal of reducing greenhouse gas emissions 80% from 1990 levels by 2050."
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A Specialty Metals Primer: Mickey Fulp
Source: Sally Lowder of The Critical Metals Report (8/7/12)
You'll never hear Mickey Fulp talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, Fulp, who is one of the foremost experts in the space today, believes obscure definitions are confusing investors. In this exclusive interview with The Critical Metals Report, Fulp clears up the confusion and talks about some in-demand elements many investors may have never even heard of.
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These Oil and Gas Technologies Lower Costs, Boost Upside: James West
Source: Zig Lambo of The Energy Report (8/7/12)
There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.
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Signs Mount of North Sea Oil Supply Drop in September
Source: Bloomberg, Alex Lawler (8/7/12)
"The prospect of lower supply is leading to a rise in Brent prices that is felt by consumers and businesses around the world, as Brent is used for pricing crude produced in Europe, the Middle East, Africa and parts of Asia."
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Obama Expedites Solar and Wind Projects
Source: USA Today, David Jackson (8/7/12)
"President Obama ordered expedited construction of seven solar and wind energy projects in four western states: Arizona, California, Nevada and Wyoming."
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Near-Term Oil and Gas Investment Strategies
Source: Keith Schaefer, Oil & Gas Investments Bulletin (8/6/12)
"Canadian oil and gas research analysts Josef Schachter and Martin Pelletier explained one of the key strategies to make money in the junior oil sector—trade the volatility and learn how to read the swings."
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Second Cuban Offshore Oil Well Also a Bust
Source: Bloomberg Businessweek, Peter Orsi (8/6/12)
"A second deep-water exploratory well in the Gulf of Mexico has proved a bust, Cuba's state oil company announced Monday, dealing another blow to the island's dreams of petroleum riches."
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NASA Draws on Nuclear Power for Mars Trek
Source: L.A. Times, W.J. Hennigan (8/6/12)
"The rover will be powered by an advanced nuclear power system, called the Multi-Mission Radioisotope Thermoelectric Generator."
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Triple Win for Biofuels on Capitol Hill
Source: Biofuels Digest, Jim Lane (8/6/12)
"The Senate Appropriations Committee added $100M to the Defense Production Act, which includes funding for the Navy's proposed military biofuels program."
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MLP Markets Had 'Too Much Input'
Source: Hinds Howard, MLP HINDSight (8/6/12)
"This week in the MLP space, we had too much input, with a constant stream of earnings releases and conference calls, schizophrenic commodity prices and a volatile overall stock market."
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The One Ratio Every Energy Investor Should Use
Source: Kent Moors, Oil & Energy Investor (8/5/12)
"Energy Returned on Energy Invested (EROEI) is becoming a substantial element in the availability and cost of energy."
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Oil & Gas Industry Shows Department of Interior's Contributions to Economy
Source: Julia Bell, IPA AAccess Direct (8/5/12)
"The Obama administration released a report on the Department of Interiors' contributions to the economy in 2011, during which it added $385B to the U.S. economy and supported more than 2M jobs."
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Catalysts Give Energy Stocks a Jolt: Jocelyn August
Source: George S. Mack of The Energy Report (8/2/12)
Small- and mid-cap energy stocks respond to big news in big ways. Senior Analyst Jocelyn August of Sagient Research keeps track of events and related share price movements that can shed light on how stocks will perform when new triggers are pulled. In this exclusive interview with The Energy Report, August discusses some of her favorite and not-so-favorite names that could make profits (or losses) for attentive investors.
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Where to Look in This Volatile Oil Market: Tim Murray
Source: Zig Lambo of The Energy Report (8/2/12)
It hasn't been a very exciting year for most energy stocks, but therein lies the opportunity for selective buyers with a longer-term view. In this exclusive interview with The Energy Report, Tim Murray, oil and gas analyst at Desjardins Securities, explains why he prefers small-cap producers in this market environment and discusses a few favorites he expects will outperform.
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Asian Growth and Steady U.S. Demand Drives Coal Industry
Source: Zacks Investment Research (8/2/12)
"This year's moderate winter lowered demand for electricity, which in turn impacted demand for thermal coal. However, the warm summer has restored demand and the stockpile has diminished."
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Renewable Energy Plagued by a Host of New Problems
Source: Kent Moors, Oil & Energy Investor (8/1/12)
"The primary ally of alternative sourcing—the acceleration in the price of hydrocarbons—has been absent. So if you're wondering why I spend so much time these days talking about oil and gas, the answer is simple. It's the price."
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Global Conditions Are Conspiring for a Swift Upswing in Uranium Prices
Source: Elliott Gue, ETF Daily News (8/1/12)
"China's insatiable appetite for electricity will continue to drive the nuclear renaissance. Twenty-six nuclear power reactors are under construction on the Mainland, with an additional 51 facilities at some stage of advanced planning."
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The US Energy Supply Mix Debate Continues
Source: Jason Fordney, Platts (8/1/12)
"Low natural gas prices thanks to hydraulic fracturing and a drop in demand for electricity are having big effects on the use of coal for power generation."
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Mitsubishi Opens Lithium-Ion Batteries Separator Plant for Electric Vehicles in Japan
Source: Reve (8/1/12)
"To meet rising demand for lithium-ion batteries in electric cars, laptops and other devices, Mitsubishi Plastics Inc. is opening a second facility in Japan making polyolefin-based films for lithium-ion batteries."
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China's Energy Frontier Expands to Disputed Waters
Source: Reuters, Randy Fabi and Chen Aizhu (8/1/12)
"First came the diplomatic offensive, then the flexing of military muscle. Now, China is moving ahead with its first major tender of oil and gas blocks in disputed parts of its waters."
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There's a Pink Gold Rush for Potash: Fadi Benjamin
Source: Peter Byrne of The Energy Report (7/31/12)
After a tough five years, the price of agricultural potash is rebounding. Demand for fertilizer is on the rise in China, Brazil and the United States, and mining firms are rushing to find new sources of the pink potassium salts. In this exclusive interview with The Energy Report, Fadi Benjamin, mining analyst with Northern Securities Co., shares his top picks in the junior space and talks about the pros and cons facing entrants in an industry dominated by a handful of seniors.
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