Streetwise Articles
A New Trend Stirring In Natural Gas. . .
Source: Matt Insley, Natural Resource Hunter (7/25/12)
"Natural gas prices are up over 50% in the past few months; it shows a new trend emerging in natural gas usage."
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Fertilizer Giant Seeks Canadian Potash Mines
Source: Bloomberg, Pratik Parija and Prabhudatta Mishra (7/25/12)
"The price of the commodity has increased at least 13% from a year earlier as countries including China, the world's largest consumer, paid more for imports after a drought in the U.S. pushed up the cost of grains."
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Small-Cap Energy Stocks Have Hit Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report (7/24/12)
Don't panic, because things can't get much worse. Instead, hold your cards and scout out buying opportunities. This is the strategy Steve Palmer employs at AlphaNorth Asset Management, a small-cap powerhouse with a track record of solid returns. In this exclusive interview with The Energy Report, Palmer gives a quick-and-dirty assessment of resource markets and explains why he now favors energy stocks over precious metals in the current environment.
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China Seeks North American Energy Reserves, Know-How
Source: Associated Press, Elaine Kurtenbach (7/24/12)
"China's appetite for overseas energy assets remains as strong as ever despite its current economic slowdown. Weaker oil prices and a resolve to capture technologies China needs to unlock its own sizable but hard to extract reserves are powerful incentives for its energy companies to snap up foreign producers."
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Why Vale's Massive Potash Project Isn't Bad News for Juniors
Source: Kip Keen, Mineweb (7/23/12)
"Vale's huge Rio Colorado project might seem like a buzzkill for Brazil-based juniors, but according to Mackie Research Analyst Jaret Anderson, there is plenty of room for additional potash projects in the country."
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The Trajectory Shows Oil Prices Will Rise
Source: Kent Moors, Oil & Energy Investor (7/21/12)
"We are now witnessing a return to a 'normal' oil market. But that doesn't mean a lack of volatility or a narrow range of trading."
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Will Oil Prices be the Next Manipulation Scandal?
Source: Ben Gersten, Money Morning (7/20/12)
"Now that the Libor manipulation scandal has been revealed, it looks like oil prices could be the focus of the next search for misreporting."
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Spot Uranium Sleeping Beauties Before the Market Wakes Up: Jeb Handwerger
Source: Peter Byrne of The Energy Report (7/19/12)
Pundits may have closed the book on the so-called nuclear renaissance, but the story is far from over. In this exclusive interview with The Energy Report, Gold Stock Trades Editor Jeb Handwerger names the "sleeping beauties" quietly proving their worth. A new generation of nuclear energy must be part of a diversified happy ending, Handwerger says, but by that time, merger and acquisition activity may have already rewarded the investors who believed in a brighter future. Read on.
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You Don't Want to Miss This Opportunity
Source: Frank Holmes, Money Morning (7/19/12)
"Looking at the results of metals and natural resources during the first half of 2012, only four commodities on our periodic table pulled off a positive return. Wheat grew the most, rising 13%, followed by single-digit rises from corn, gold and copper."
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Why Gas Prices Are Heading Higher
Source: Kent Moors, Money Morning (7/18/12)
"On the way down, gasoline price declines were exceeding the reduction in oil prices. Now, we have the opposite trend."
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Continuing Commodities Super Cycle Not All About China Any More
Source: Geoff Candy, Mineweb (7/18/12)
"Analysts feel the commodities super cycle is not behind us, but global population growth will see the center move from China to other areas of the developing world."
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'All of the Above' Energy Policy Includes Cow Dung
Source: Derek Sands, Platts (7/18/12)
"Republicans in Congress have been blunt in their assessment of the Obama administration's renewable energy policies: They are a pile of manure. But manure could be just the solution to some of the country's energy woes."
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UAE Nuclear Plant Gets Construction Green Light
Source: Associated Press, Adam Schreck (7/18/12)
"The license from the UAE's Federal Authority for Nuclear Regulation will make the country the first in more than two and a half decades to embark on construction of its first nuclear power plant."
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Why the World Is Coming for America's Oil
Source: Forbes, Christopher Helman (7/18/12)
"Soaring oil output from the Bakken Shale fields, coupled with increased deepwater output primarily from the Gulf of Mexico, has pushed up U.S. domestic oil production by 12% since 2008."
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Nemaska Lithium to Build Valleyfield Refinery
Source: The Montreal Gazette (7/18/12)
"The site is served by ample rail and road connections and Valleyfield Port on the Seaway, and also has natural gas. Potential users of the lithium hydroxide-carbonate and byproducts are located nearby."
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Buy 'Discount Darling' Oil Stocks This Summer: Ray Kwan
Source: Zig Lambo of The Energy Report (7/17/12)
Not every beaten-down oil stock is necessarily a bargain. Picking the true gems requires in-depth analysis of the type that Ray Kwan, professional engineer and oil and gas analyst, does at Macquarie Capital Markets. In this exclusive interview with The Energy Report, he explains what to look for and talks about several of his "discount darlings" and why he thinks they offer investors a good shot at above-average returns.
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Floating LNG: The New Revolution in Offshore Natural Gas
Source: Keith Schaefer, Oil & Gas Investment (7/17/12)
"A full 10% of the world's LNG is expected to be sourced offshore by the end of this decade, with costs potentially as much as 40% lower than onshore projects."
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Germany May Scrap Energy-Source Goal as Nuclear Overhaul Stumbles
Source: Bloomberg, Stefan Nicola (7/17/12)
"'We need the right decisions for more energy efficiency, grid expansion and smart market design,' said Claudia Kemfert, chief energy expert at the Berlin-based DIW economic institute."
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Is Natural Gas Ready to Pop?
Source: Chris Vermeulen, The Gold And Oil Guy (7/17/12)
"Over the last two weeks, there been significant support above $18 and significant volume for natural gas."
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Look Past Negativity to See Opportunity
Source: Frank Holmes, U.S. Global Investors (7/16/12)
"The key is to adapt to external elements just as oil production adapts to excess supply. Usually the easy answer, such as staying on the sidelines, isn't the best answer."
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Coal Vs. Nat Gas: Fossil Fuels Compete for Generation
Source: Scientific American, Melissa Lott (7/15/12)
"Generation costs for plants fueled by natural gas fell dramatically in the past two decades, prompting a continuing trend of substituting coal with natural gas-fired generation."
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Oil Marches Forward on Volatility and Geopolitical Tensions
Source: Kent Moors, Oil & Energy Investor (7/13/12)
"Regardless of the increasing domestic sourcing in the U.S., the wider market will still determine the price. And the combination of volatility and geopolitics is setting a higher floor for crude oil."
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Build Profits with Deep-Value Energy Stocks: Chen Lin
Source: The Energy Report Editors (7/12/12)
Chen Lin is the ultimate do-it-yourself investor, and uses his know-how to add value to his own portfolio. He's up yet again this quarter, a feat he attributes to gains in some of his top energy holdings. In this exclusive interview with The Energy Report, the What Is Chen Buying? author profiles his favorite picks and explains why dividends are pivotal in a risk-averse market.
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Salazar Proposes Potash, Oil and Gas Plan
Source: Associated Press, Susan Montoya Bryan (7/12/12)
"Interior Secretary Ken Salazar introduced a proposal that could end a decades-long squabble over oil and natural gas development in an area that makes up the nation's greatest potash reserve."
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East Africa Set for Major Gas, Oil Transformation
Source: Jacinta Moran, Platts (7/12/12)
"Oil and gas activity has started rolling in East Africa, as drilling activity ramps up, long-awaited deals are sealed and oil companies scramble to get a slice of what could be an energy goldmine."
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