Streetwise Articles
Japan's 2012 Summer Oil Demand for Power to Hit 10-Year High
Source: Takeo Kumagai and Hector Forster, Platts (6/6/12)
"The country's nuclear utilization rates have a direct impact on crude, fuel oil and LNG consumption for thermal power generation."
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Nuclear Power Has a Bright Future: Amir Adnani
Source: Brian Sylvester of The Energy Report (6/5/12)
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
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Nuclear Power the Way Forward: Climate Scientist
Source: The Australian, Michael Owen (6/5/12)
"Barry Brook, the director of climate science at the University of Adelaide's Environment Institute, said the country would have no choice but to embrace nuclear power to meet sustainable energy needs and would focus on next-generation nuclear technology that provided safety, waste and cost benefits."
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A Long Case for Coal: Nick Hodge
Source: Nick Hodge, Energy & Capital (6/5/12)
"With natural gas at a 10-year low and facing environmentalist opposition, domestic coal stocks are at their lowest levels in years."
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Who Will Be the Next Key Oil and Gas Supplier?
Source: Tasmin Carlisle, Platts (6/5/12)
"International petroleum companies have found the last frontier for onshore oil and gas exploration, and they are hustling to develop energy infrastructure."
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Study: Fracking Emissions Are 50% Lower than EPA Estimate
Source: Steve Everly, Energy InDepth (6/5/12)
"The bigger story is that these substantially lower emissions estimates demonstrate how committed the industry is to reducing environmental impacts, even without new regulations."
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Forget the Financial Crisis, It's Food You Should Be Worried About
Source: Rick Mills, Ahead of the Herd (6/5/12)
"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen."
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Worst. May. Ever.
Source: Hinds Howard, MLP HINDSight (6/4/12)
"Not many MLPs were immune to this value destruction, so these stats might help you realize that if your portfolio was only down 5% including distributions, you have chosen wisely."
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Italian Gov't Plans to Amend 2010 Offshore Oil and Gas Drilling Ban: Senator
Source: Alina Trabattoni, Platts (6/4/12)
"The planned changes would aim to boost local production of oil and gas, which has declined at a time when energy imports have become increasingly costly and vulnerable to disruption."
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FSRUs: The Leading Edge of the LNG Market
Source: Keith Schaefer, Oil and Gas Investments Bulletin (6/3/12)
"Floating Storage and Regasification Units cost less than half the cost of an onshore facility. The benefits to Japan now, which is in a proverbial 'space race' to meet its electricity needs, are that they can be ordered, made and delivered in 2–3 years, versus 5–7 years for an onshore import terminal."
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You Need a Strategy for These Uncertain Times: Here's Mine
Source: Kent Moors, Oil & Energy Investor (6/2/12)
"Red ink is splattering across the investment markets today. Paltry new jobs figures (69,000 new jobs, less than half of what was expected) have combined with the ongoing mess in Europe and lagging figures from China to sap investor confidence. This latest action will further depress oil prices, as the rash of bad news translates into even more knee-jerk projections of reduced demand."
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Natural Gas: Following T. Boone Pickens into the Energy Patch
Source: G. S. Early, Money Morning (6/1/12)
"An iconic Southwestern energy patch player, T. Boone Pickens has built a legacy over the decades that proves the old Texas saying: 'It's not the size of the dog in the fight, but the size of the fight in the dog.'"
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Biggest Value for Agricultural Investors Revealed: Steve Hansen
Source: Peter Byrne of The Energy Report (5/31/12)
Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia.
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Coal and Shale Gas: American's Energy Siblings Are Locked in Rivalry
Source: Marin Katusa, Casey Research (5/30/12)
"Coal is the reigning champ is this competition, having provided at least 50% of the electricity consumed in the U.S. for many decades. Natural gas and renewables contribute to help meet peak-demand needs, but neither has come close to challenging coal's grip on power."
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Oil Price Forecast: Expect Oil Prices to End the Year Higher
Source: Larry Spears, Money Morning (5/30/12)
"Forecasts for oil prices in the second half of 2012 and on into 2013 are varied, but there's one point on which virtually all agree: Oil prices won't be going down."
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Canadian Oil Explorers Pump Profits Abroad: Frederick Kozak
Source: Zig Lambo of The Energy Report (5/29/12)
Smaller Canadian-based companies are exploring and producing in countries all over the globe, in areas that may present even greater returns in the coming years. Frederick Kozak, oil and gas research analyst at Canaccord Genuity, draws on nearly 30 years of experience in the field to focus on investment opportunities in locations ranging from New Zealand to Colombia and Egypt. In this exclusive interview with The Energy Report, he discusses hospitable jurisdictions (it's not what you think) and which companies are flourishing in them.
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What This Global "Texas Standoff" Means for Oil Price
Source: Kent Moors, Oil & Energy Investor (5/25/12)
"The rising tension between Tehran, on the one hand, and Washington and Brussels, on the other, is still the single most serious geopolitical element impacting the global oil market today."
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Is Natural Gas a Deflation Catalyst?
Source: Jared Levy, Zacks Investment Research (5/25/12)
"While a conversion to natural gas has been difficult in the past, we may have the perfect storm of price, technology and politics to propel this initiative to wide adoption."
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Investing in the Eagle Ford Shale Oil Play
Source: Keith Schaefer, Oil & Gas Investments Bulletin (5/25/12)
"Eagle Ford production will continue to rise—production is forecast to jump to 1.2 Mboe/d in 2015—with a surge in drilling permits."
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Uranium Is a Deep-Value Sector: Alka Singh
Source: George S. Mack of The Energy Report (5/24/12)
Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon. More >
New Facilities Spotlight Next-Generation Biofuels
Source: Reuters, Matt Daily (5/24/12)
"Advanced biofuels makers are entering a crucial make-or-break period with the first of a new generation of production facilities about to come on-line."
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Science Is the Center of GOP/Obama's Latest Uranium Mining Battle
Source: Dorothy Kosich, Mineweb (5/24/12)
"The House Natural Resources Committee Chairman Rob Bishop said federal agencies 'grossly overestimated' the impacts of uranium mining to justify a 20-year ban on new uranium development on 1M acres in northern Arizona."
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Britain's Energy Plan Will Add to Nuclear Capacity
Source: New York Times, Stephen Castle (5/23/12)
"Britain's proposals would guarantee prices for low-carbon electricity and pay producers for backup supplies when renewable sources like wind power fail to meet demand.
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MLPs = Good Returns in All Markets: Darren Schuringa
Source: Zig Lambo of The Energy Report (5/22/12)
With interest rate yields so low, it's not surprising that more investors are flocking to the excellent income and relative downside stability afforded by Master Limited Partnerships and related ETFs. In this exclusive interview with The Energy Report, Darren Schuringa, portfolio manager at Yorkville Capital Management, tells us about MLP sector performance and explains why this arena provides an excellent balance of income and upside potential in a variety of market environments.
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Will Algae Biofuels Hit the Highway?
Source: Forbes, Ken Silverstein (5/22/12)
"An Arizona-based algae technology company says it's on to something big: harnessing the growth of algae at a commercial scale so that it can ultimately be used as a transportation fuel."
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