Streetwise Articles
Iran's Customers Start to Drift Away as Oil Sanctions Loom
Source: Margaret McQuaile, Platts (4/30/12)
"E.U. and U.S. sanctions targeting Iran's oil export revenues have yet to come fully into force but have already led countries and companies to take steps to reduce their purchases of crude from the Islamic Republic."
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The Top LNG Export Projects in Canada
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/28/12)
"Shipping LNG to Asia is not just a great opportunity for Canadian producers, it's a necessity. U.S. gas production is expected to stay strong—and prices low—for years."
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Down-Under Energy Opportunities: Ivor Ries
Source: Zig Lambo of The Energy Report (4/26/12)
Most investors may not have Australian resource companies on their radar screens, but that doesn't mean that there aren't some great opportunities worth pursuing Down Under. In this exclusive interview with The Energy Report, Ivor Ries, utilities and energy analyst at E.L. & C. Baillieu Stockbroking Ltd., one of Australia's oldest securities firms, describes the challenges faced by energy-related companies in his country and how they are taking advantage of the opportunities available both at home and in the U.S., Canada and South America.
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There's Always Money in Midstreams
Source: James Baldwin, Oil & Energy Investor (4/26/12)
"As long as you plant yourself in the middle of the supply chain, you're going to make some money."
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Natural Gas: Why It's Time to Stop Shorting the Commodity
Source: Jared Cummans, ETF Daily News (4/25/12)
"As natural gas has continued its massive decline, a number of investors (myself included) have hopped into short positions, allowing most to receive handsome profits in recent weeks."
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Get Natural Gas 'for Free' After Massive Selloffs: Porter Stansberry
Source: Karen Roche of The Energy Report (4/24/12)
Stansberry & Associates Investment Research Founder Porter Stansberry envisions a future that is anything but rosy, but savvy investors may find solace and security against the crippling inflation he expects. In this exclusive interview with The Energy Report, the popular publisher talks about opportunities in the beaten-down natural gas industry, where investors with good timing have the opportunity to get natural gas "for free" following massive selloffs. He also discusses some niche energy plays that offer great ways to book profits in a market that has many analysts scratching their heads.
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Weighing the Evidence of Oil and Gold Stocks
Source: Frank Holmes, U.S. Global Investors (4/23/12)
"Today's extreme divergence in oil and gold stocks and their underlying commodities presents a rare opportunity: What these stocks need now are investors to take advantage of it."
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The Oil Constriction Heats Up this Summer
Source: Kent Moors, Oil & Energy Investor (4/23/12)
"The constriction in oil availability will not hit all oil sector shares the same way. There are four overriding elements in what is coming."
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The Permian Basin Oil Play Unleashed
Source: Keith Schaefer, Oil and Gas Investments Bulletin (4/23/12)
"The Permian is bursting with new resource plays—what's old is not only new again, but pistol hot."
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Coal Industry Stock Review
Source: Zacks Equity Research (4/23/12)
"High-quality, ultra-low-sulfur-dioxide coal is in huge global demand due to stringent government regulations on emissions standards."
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Earnings Incoming, Strap In
Source: Hinds Howard, MLP HINDSight (4/22/12)
"MLP performance was varied this week, but the large caps did very well, so the MLP index was up 1.8%, slowly gaining on the S&P 500."
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How to Speculate Your Way to Success: Doug Casey
Source: JT Long of The Gold Report (4/20/12)
So far, 2012 has been a banner year for the stock market, which recently closed the books on its best first quarter in 14 years. But Casey Research Chairman Doug Casey insists that time is running out on the ticking time bombs. Next week when Casey Research's spring summit gets underway, Casey will open the first general session addressing the question of whether the inevitable is now imminent. In another exclusive interview with The Gold Report, Casey tells us that he foresees extreme volatility "as the titanic forces of inflation and deflation fight with each other" and a forced shift to speculation to either protect or build wealth.
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Get Your Natural Gas Shopping List Ready: Eric Nuttall
Source: George S. Mack of The Energy Report (4/19/12)
Natural gas is cheap, but it's going to get cheaper. Eric Nuttall, lead portfolio manager of the Sprott Energy Fund, expects the bottom to fall out of the natural gas market as soon as this summer. But he's not all doom and gloom. In fact, he argues that natural gas is about to give investors the buying opportunity of the decade. In addition, Nuttall forecasts spectacular growth for oil-weighted juniors. In this exclusive interview with The Energy Report, he urges investors to get their shopping lists ready for a massive sale in natural gas names.
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Nixon, Gold and Oil
Source: Rick Mills, Ahead of the Herd (4/19/12)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to."
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Nuclear Energy Accidents May Become a Thing of the Past
Source: Forbes, Ken Silverstein (4/18/12)
"Thorium proponents suggest that molten salt reactors that burn such fuels won't meltdown because, unlike today's high-pressured units, they are low pressured."
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Is It (Finally) Time to Buy the Solar Industry?
Source: Eric Dutram, Zacks Investment Research (4/18/12)
"High oil prices haven't yet turned solar stocks around, so what catalyst will finally move solar power off of its lows?"
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The Radical Change in Asia's Coal Market
Source: James O' Connell and Mike Cooper, Platts (4/18/12)
"The narrowing of coal's trading window is a natural extension of a market maturing, with participants moving toward a more effective trading period and a true spot market."
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Finally, the US Paves the Way for the Sabine Pass
Source: James Baldwin, Oil & Energy Investor (4/18/12)
"This will be another major step in a reversal for the natural gas prices over the next few years."
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Denison Mines, Energy Fuels to Merge into Leading Pure U.S. Uranium Producer
Source: Dorothy Kosich, Mineweb (4/17/12)
"Energy Fuels and Denison Mines have entered into CA$106 million all-stock transaction which allows Energy Fuels to acquire all of Denison's U.S. mining assets and operations."
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Domestic Oil Production Is Bullish for Americans: Evan Calio
Source: George Mack of The Energy Report (4/17/12)
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere.
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What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/17/12)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas."
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Geothermal Steams Forward, Under the Radar
Source: TG Daily, Shifra Mincer (4/17/12)
"Geothermal plants can take as long as eight years to construct and developers need stable, long-term policy that they can rely on throughout that period. But the industry has shown no sign of slowing."
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North American Potash Inventories Rise in March
Source: Reuters (4/17/12)
"North American potash inventories at the producer level, a key indicator of market sentiment, rose surprisingly in March ahead of the region's spring planting season."
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The Five Main Obstacles to Energy Policy
Source: Kent Moors,Oil & Energy Investor (4/16/12)
"A 'drill, baby, drill' approach will not wean the country from an almost exclusive reliance on traditional energy. Nor is it as simple as passing the magic wand of government subsidies. It most definitely is not going to be business as usual."
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Election is 'More Heat than Light' on Energy
Source: Platts (4/16/12)
"Bill White, who served as deputy secretary of energy during the Clinton administration, says the U.S. is on the road to energy independence largely 'due to the industry itself and not the government.'"
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