Streetwise Articles
Why the Pros Bet Contrarian: Sprott Execs Bambrough and Dimitriadis
Source: Zig Lambo of The Energy Report (12/11/12)
When oil was in the limelight, Sprott's Bambrough and Dimitriadis went for wallflower companies in beaten-down sectors. Since 2007, the pair has seen striking highs and lows in natural gas, coal and potash and invested accordingly, infusing companies with much-needed capital and creating startling profits during sector upswings. Read on to benefit from the wisdom these two successful fund managers share in this Energy Report interview and find out where the duo is looking next for major growth.
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How Oil and Gas Investors Are Playing the 'New World Order'
Source: Peter Krauth, Money Morning (12/11/12)
"Every day it seems the energy scene is changing at a lightning pace, creating a new world order in energy."
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Natural Gas: To Export or Not to Export?
Source: Matt Insley, The Daily Reckoning (12/11/12)
"According to a report from the National Economic Research Associates, the U.S. would enjoy a 'net benefit' from exporting natural gas."
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Weighing the Risks in International Oil Plays
Source: George S. Mack of The Energy Report (12/6/12)
Explorers and producers need to go where the oil is. But how do you balance resource upside potential with jurisdictional risk? Amin Haque of Stonecap Securities argues that jurisdiction risk isn't a deal-breaker if management knows how to mitigate it. In this interview with The Energy Report, Haque shares some companies that meet those criteria, favoring redevelopment plays that avoid exploration risk. Find out which teams are using new technologies to turn proven reserves into economic international projects.
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Are the Russians on the Verge of a Major Arctic Oil Coup?
Source: Kent Moors, Money Morning (12/5/12)
"New developments in Arctic oil could open up a whole new range of investment opportunities."
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Rick Mills' Secret to Making Money off China's Stealth Metal Demand
Source: Sally Lowder of The Critical Metals Report (12/4/12)
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes in a number of specialty metals. In this interview with The Critical Metals Report, Mills discusses the positions he's establishing while looming supply shortages remain under the mainstream radar.
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2013 Should Be the Turnaround Year for Uranium: David Talbot
Source: Zig Lambo of The Energy Report (12/4/12)
After two years of uncertainty, David Talbot tells The Energy Report why he expects 2013 to be the year that the balance in the uranium energy equation finally begins its tilt toward the demand side, with 2014 marking a probable supply shortfall. Talbot discusses which uranium producers, developers and explorers he expects to benefit most from the coming market turn.
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The Beverly Landfillies: New Technologies Turning 'Yuk' to 'Ka-Ching'!
Source: Jim Lane, Biofuels Digest (12/4/12)
"Is it landfill or jet fuel? New technologies blur our ideas about waste."
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Put These Shale Oil Fields on Your Radar for Energy Profits
Source: Tony Daltorio, Money Morning (12/4/12)
"The shale oil fields in Oklahoma and South Dakota remain largely unknown to energy investors."
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These Signs Point to Higher Oil Prices in 2013
Source: Ben Gersten, Money Morning (12/3/12)
"Positive manufacturing data from China, the hopes for a fiscal cliff resolution and a subsequent market rally, along with the ever-present risk of violence and chaos in the Middle East, are all sending oil prices higher."
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The Significant Impact of US Oil Production
Source: Frank Holmes, Frank Talk (12/3/12)
"To benefit from these rising trends in production, look to U.S. oil refiners—they have two distinct advantages."
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How to Pick Renewable Energy Stocks in Changing Markets: John McIlveen
Source: Zig Lambo of The Energy Report (11/29/12)
It's impossible to generalize when it comes to renewable energy investments. Therefore, investors must approach opportunities on a case-by-case—and state-by-state—basis. But Jacob Securities Senior Vice President of Research John McIlveen knows how to pick his plays in any market environment. In this interview with The Energy Report, John McIlveen names his best bets. As always, safety first.
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Rick Rule: A Global Perspective on US Energy Independence
Source: Karen Roche of The Energy Report (11/27/12)
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.
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Shale Gas Has Poland on Verge of Energy Boom
Source: Kent Moors, Oil & Energy Investor (11/27/12)
"Polish officials have committed to a rapid development of unconventional gas."
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The Red Queen Syndrome
Source: Rick Mills, Ahead of the Herd (11/27/12)
"China has recently released its new energy plan and it effectively ends the pause on new nuclear construction."
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Uranium Stocks to Benefit From Nuclear Resurgence
Source: Don Miller, Money Morning (11/27/12)
"Nuclear power is poised to make a comeback."
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In Search of the Next Bakken Shale Oil Field
Source: Tony Daltorio, Money Morning (11/27/12)
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil."
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The Huge Risk-Reward Scenario with East Africa Oil
Source: Jen Alic, Oil & Gas Investments Bulletin (11/25/12)
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together."
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Keystone Oil Pipeline Decision Key to Obama's Energy Policy
Source: Tony Daltorio, Money Morning (11/20/12)
"The U.S. State Department, which is ruling on the project, is currently conducting another environmental assessment on the Keystone oil pipeline project. This assessment will be concluded by the summer of 2013."
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What Every Investor Should Know About Income and Growth: Kenny Feng
Source: George S. Mack of The Energy Report (11/20/12)
More and more investors are catching on to the steady returns and market resilience that master limited partnerships (MLPs) have historically offered. And when MLP investors evaluate sector performance, they frequently use the Alerian MLP index as their benchmark of choice. Alerian maintains the standard indices for MLPs, and in this Energy Report interview, the company's president and CEO, Kenny Feng, explores some of the issues vital to income- and growth-seeking investors.
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The Energy Upside of the Fiscal Cliff
Source: Kent Moors, Oil & Energy Investor (11/20/12)
"A pronounced move down in the market usually results in energy share prices falling faster. But when the recovery occurs, energy leads shares up."
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Designing the World’s First Floating LNG Export Terminal
Source: Keith Schaefer, Oil & Gas Investments Bulletin (11/20/12)
"It looks like the little guy is going to be the first out of the gate."
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James West Sees Catalysts in the Energy Sector
Source: The Energy Report Editors (11/15/12)
As we head into the last quarter of the year, James West questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals market forces. In this interview with The Energy Report, West updates us on some possible top performers in the space and what they're doing right.
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The Rocky Path to US Energy Independence
Source: Kent Moors, Oil & Energy Investor (11/15/12)
"Before you decide to declare 'energy independence,' take a look at some of the downside that may come with it."
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Kenya Urges Oil Producers to Collaborate
Source: Jacinta Moran, Platts (11/15/12)
"Kenya wants countries in the region to increase collaboration in infrastructure development and financing in order to bring newly discovered resources to market."
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