Streetwise Articles
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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Oil Prices: Three Factors to Watch this Week
Source: Diane Alter, Money Morning (7/30/12)
"There are a few catalysts that could propel energy higher this week, thanks to the quest to save the Eurozone, the FOMC meeting and Iran's moves to choke the Strait of Hormuz."
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As the US Corn Crop Withers, Ethanol Markets Soar and then Slip
Source: John Kingston, Platts (7/30/12)
"These are the times that ethanol opponents warned against. This past week has been the one where ethanol burst into the news, and where markets gyrated sharply."
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India's Blackout Underscores Need for Energy Investment
Source: Bloomberg Businessweek, Bruce Einhorn and Kartikay Mehrotra (7/30/12)
"In India, it's a fact of life: The power goes out. A lot. With the country's power plants and electricity grid unable to keep up with demand in the world's second-largest country, blackouts are everyday occurrences."
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For Uranium, an Exit From the Doghouse?
Source: InvestorPlace, Aaron Levitt (7/30/12)
"Things may be looking up for the sector. Rising nuclear plant construction across emerging markets is improving the supply-demand situation. Perhaps more importantly, Japan’s sleeping reactors are starting to wake."
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MLPs Are Muddling Through the Earnings Season
Source: Hinds Howard, MLP HINDSight (7/30/12)
"Stick with the news, because more earnings reports are coming this week. Good luck out there."
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The Federal Reserve, Gold, Oil, & the Dollar's Demise
Source: Chris Vermeulen, The Gold and Oil Guy (7/29/12)
"Over the longer term, a weak dollar is positive for precious metals and other hard assets."
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Harry Dent's Formula for Surviving the Great Bust Ahead
Source: Karen Roche of The Gold Report (7/27/12)
With a perfect storm brewing on the horizon, investors should be building their cash cache and running for cover, warns Harry Dent, author of The Great Crash Ahead. In this exclusive interview with The Gold Report, Dent explains how central bank stimulus programs are fighting a futile battle because a huge army of aging baby boomers has reached the stage in their economic lifecycles when they curb spending. How is Dent preparing for the gathering storm? Read on. . .
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MLPs Are an Energy Safe Haven
Source: Todd Bunton, Zacks Investment Research (7/27/12)
"For investors wanting to add some defense to their portfolio while also generating solid income, MLPs can be a great addition."
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Play US Energy Independence with Income-Generating MLPs: Stephen Maresca
Source: George S. Mack of The Energy Report (7/26/12)
Fossil fuels have to be transported and stored. This is the classic midstream industry that resides between the producers and the marketers and that generally makes money regardless of the price of oil, natural gas or natural gas liquids (NGLs). Now, with the boom in production coming from unconventional oil and gas shales and the enhanced technologies that produce fuels in areas where it was once impossible, the demand for midstream oil and gas infrastructure is growing. In this exclusive interview with The Energy Report, Morgan Stanley Managing Director and Master Limited Partnership (MLP) Analyst Stephen Marsesca makes his case for a handful of MLP and common stocks that will generate increasing cash flow and dividend payouts.
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Energy Agencies: Uranium Supply 'Sufficient for Over 100 Years'
Source: Claire-Louise Isted, Platts (7/26/12)
"The increased resource base has been achieved thanks to a 22% increase in uranium exploration and mine development expenditures between 2008 and 2010, which in 2010 totaled more than $2 billion."
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Nuclear Expansion on Track Despite Fukushima
Source: Reuters, Eric Onstad (7/26/12)
"Strong expansion of nuclear power as a carbon-free energy source in Asia is expected to press ahead despite the Fukushima accident in Japan that soured sentiment in some countries, a benchmark report said on Thursday."
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The Economics of Lithium-Ion Battery Pricing
Source: GreenTech Pastures, Heather Clancy (7/26/12)
"New research from McKinsey & Co. suggests that lithium-ion batteries need to cost about $250 per kilowatt-hour in order for automakers to design and manufacture electric vehicles that are priced competitively."
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The Hidden Cost of Peak Oil
Source: Don Miller, Money Morning (7/25/12)
"Nobody's talking about the high cost of getting the new oil out of the ground. But very soon, high extraction costs will kick crude oil prices into high gear."
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