Casey Research Summit Special Report Part II: Drilling Down into Oil & Gas Prices
Source: Karen Roche and JT Long of The Energy Report  (5/10/12)
The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities. More >

Canadian Coal Moles: Jerome Hass and Jimmy Chu
Source: Peter Byrne of The Energy Report   (5/10/12)
For low-risk returns, Lightwater Partners' Fund Managers Jerome Hass and Jimmy Chu look seaward. Bulk commodities like metallurgical coal, they explain, offer greater stability because a small number of major buyers determine pricing, while shipping logistics provide a yardstick to determine a project's economics. In this exclusive interview with The Energy Report, Hass and Chu talk about how international supply is shifting and which junior stocks may experience a jump in a steady-as-she-goes market. More >

36 Billion Reasons to Buy Oil Service Companies
Source: Byron King, Daily Resource Hunter  (5/10/12)
"Let's say that the average Marcellus well costs $5M to drill and complete. Multiply that by 7,240 wells. That's $36.2B. That's a big number." More >

Yorkshire Potash Plan Lights Up UK Mining Hopes
Source: Telegraph, Emma Rowley  (5/10/12)
"Last week saw plans unveiled for what would be Britain's biggest mining venture since the days of coal." More >

Canada's Deal with China Could Produce a Boom in Uranium Explorers
Source: Jeb Handwerger, Gold Stock Trades  (5/10/12)
"Cameco and Rio Tinto are predicting a supply shortage within 18 months. The last time this happened the uranium spot price rose to $138/lb." More >

Why Anti-Fracking Groups Are Shifting Their Story from Water to Air Quality
Source: Colin Harris, Energy InDepth  (5/9/12)
"The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue." More >

The Great Push for Arctic Oil Continues
Source: James Baldwin, Money Morning  (5/9/12)
"The Statoil/Rosneft deal illustrates how greater exploration cooperation around the globe can potentially enable companies to provide greater reassurance to their individual shareholders. But this requires a lot of trust." More >

Small Uranium Equities Tempt Major Players: Rob Chang
Source: George S. Mack of The Energy Report  (5/8/12)
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers. More >

Natural Gas from the Black Sea: A Cause for Optimism
Source: John Roberts, Platts   (5/8/12)
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year." More >

Derivative Manipulation Hits the Oil Market
Source: Kent Moors, Oil & Energy Investor  (5/7/12)
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price." More >

Rick Rule: Gold Will Do Well as Fiat Currencies Are Debased
Source: Peter Krauth, Money Morning  (5/7/12)
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it." More >

MLPs Float on Falling Tides
Source: Hinds Howard, MLP HINDSight  (5/7/12)
"The sky is not falling and MLPs held steady this week, with the MLP Index down just 0.6%." More >

Apple Is a Want—Global Resources Are Needs
Source: Frank Holmes, U.S. Global Investors  (5/4/12)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet." More >

An Oil and Gas Play-by-Play: Chen Lin
Source: The Energy Report Staff  (5/3/12)
Chen Lin isn't one for doom-and-gloom prophecies, nor is he particularly interested in energy-related political squabbles. As the title suggests, the publisher of What Is Chen Buying/Selling? is first and foremost a trader, and he's booked the profits to prove it. In this exclusive interview with The Energy Report, the ever practical Lin discusses where to look, when to buy and which names will have him coming back for more later this year. More >

Catalytic Events Move Energy Stocks: Jocelyn August
Source: George S. Mack of The Energy Report  (5/3/12)
While high-volume stocks often seem to move on market momentum alone, small- and midcaps usually rise and fall in tandem with their own newsflow. Jocelyn August of Sagient Research Systems has found this to be true in the drug and medical device fields, on which the firm has long been focused, but it's just as applicable to the natural resources industries, including oil and gas. In this exclusive interview with The Energy Report, August discusses which looming catalysts may send a select group of energy stocks higher—or lower. More >

The Return of Cheap Oil?
Source: Bill Bonner, The Daily Reckoning  (5/3/12)
"Will new energy discoveries and new technology sink oil prices? Will lower oil prices rescue the world from the Great Correction? Maybe, says Porter Stansberry and a good number of analysts and experts." More >

An Airline Buys an Oil Refinery. Why?
Source: John Kingston, Platts  (5/2/12)
"Increasingly, market observers have said that a steady flow of Bakken crude to the East Coast could be the savior of that region's beleaguered refining sector. Delta may be first in line to test that on a consistent basis." More >

Oil Supply and Demand Outlook Remains Favorable for Producers
Source: Elliott Gue, ETF Daily News   (5/2/12)
"Elevated oil prices have little to do with speculation: A tight supply-demand balance ensures that oil prices have ample support." More >

Good Policy, Good Profits in Natural Gas
Source: James Baldwin, Money Morning  (5/2/12)
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations." More >

Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias
Source: Zig Lambo of The Energy Report  (5/1/12)
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors. More >

Update on the Shale Gas Revolution, Part 1
Source: Ian Madsen, Zacks Investment Research  (5/1/12)
"While it may be cheaper to build gas liquifaction and re-gassification plants, their economics will not overcome the huge price differential of products versus raw gas quickly. This could mean that new LNG plants may not be built, in favor of GTL plants." More >

MLP Index: Worst April Since 2006 Is Still Pretty Good
Source: Hinds Howard, MLP HINDSight  (5/1/12)
"Expect distribution ex-dates and more equity offerings to hold MLPs down further, until a catalyst like commodity prices or positive economic data changes the current environment." More >

Incentive Distribution Rights Data
Source: Hinds Howard, MLP HINDSight  (5/1/12)
"IDRs are not dead. In fact, of the last 10 MLP IPOs, nine had IDRs, including 100% of the last 10 midstream IPOs." More >

An Impasse in the Iran Crisis
Source: Kent Moors, Oil & Energy Investor  (4/30/12)
"Official Tehran continues to convey an impression that the sanctions are having no effect on either Iran's ability to sell its crude or entice foreign companies to enter into projects. However, the arguments are ringing hollow." More >

India's New Uranium Operation Could Host One of World's Largest Reserves
Source: Shivom Seth, Mineweb  (4/30/12)
"For a country that has been importing uranium to fuel its nuclear power plants from across the world, the commissioning of the mine has been hailed as a significant step to help fill the void." More >