Streetwise Articles
Got Liquids?
Source: Hinds Howard, MLP HINDSight (4/14/12)
"A sharp decline in the 10-year interest rate helped MLPs outperform this past week."
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Natural Gas Companies: A Contrarian Bet on Higher Prices
Source: Diane Alter, Money Morning (4/13/12)
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data."
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Brazil's Biofuel Boom: Mark McHugh
Source: Peter Byrne of The Energy Report (4/12/12)
Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. In this exclusive interview with The Energy Report, McHugh explains why specialized energy feedstocks are the solution to current technological and political growth constraints, predicting that biofuel investment returns may rival historic fossil fuel profit ratios.
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Can Russia and China Break the Gas Supply Price Deadlock?
Source: Stuart Elliott and John Roberts, Platts (4/11/12)
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy."
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The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
Source: James Baldwin, Money Morning (4/11/12)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead."
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Sell in May and Go Away?
Source: Keith Schaefer, Oil & Gas Investments (4/11/12)
"Market action in 2012 is saying strongly that would be the wrong track for investors."
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Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana
Source: Zig Lambo of The Energy Report (4/10/12)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment.
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Coal Stocks Are Historically Cheap—Here's What You Need to Know
Source: Patrick Vail, Money Morning (4/9/12)
"With a torrent of factors dragging the industry down, can coal make a comeback? Let's look at what's the matter with coal, why it doesn't matter in the big picture, and how you can make some money on the rebound."
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Why You Should Invest In Natural Gas
Source: Jared Cummans, ETF Daily News (4/9/12)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket."
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What Lies Ahead: A Perfect European Storm
Source: Kent Moors, Oil & Energy Investor (4/6/12)
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else."
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Oil Distribution Hiccups Will Be Resolved: Alistair Toward
Source: Zig Lambo of The Energy Report (4/5/12)
North America's oil and gas landscape is a crisscrossed map of distribution bottlenecks and price discrepancies. Nonetheless, opportunities abound for investors who know where to look, says PI Financial Analyst Alistair Toward, who expects a probable buildout in oil and gas "plumbing" to resolve North America's current distribution woes. In this exclusive interview with The Energy Report, Toward discusses companies that are benefiting from low natural gas prices, naming several light and heavy oil producers on his radar. Even in troubled markets, he argues, investors should not stop searching for the Next Big Thing.
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Into the Green: Lithium
Source: Rick Mills, Ahead of the Herd (4/5/12)
"With the rechargeable battery industry and consumer electronics driving demand, forecasters believe lithium's price could as much as double in value in the near future."
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E&P MLP Acquisition Boom Continues
Source: Hinds Howard, MLP HINDSight (4/5/12)
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties."
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Big Picture, Small Cap Investing: Jim Letourneau
Source: Zig Lambo of The Energy Report (4/3/12)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks.
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Why Saudi Arabia Is Trying to Talk Down Oil Prices
Source: The Daily Reckoning, Dan Denning (4/3/12)
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers."
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Alternative Energy Stock Outlook
Source: Zacks Equity Research (4/3/12)
"Going forward, we expect to see a paradigm shift from a market hoisted by growing governmental/institutional support to one of stable growth."
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Avoid These Energy Sector Investment Traps
Source: Marin Katusa, Casey Research (4/2/12)
"Successful investing is based on comparing good information about hundreds of companies and selecting those that stand out. But comparisons only work when each candidate can be examined across a standard set of parameters."
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Australian Gold Offers Good Protection: Richard Karn
Source: Brian Sylvester of The Gold Report (4/2/12)
Richard Karn, managing editor of The Emerging Trends Report, has been in Australia investigating precious and specialty metal projects for over two years. He likes what he sees. In this exclusive Gold Report interview, he reveals that in an environment where the U.S. dollar continues to lose its purchasing power, Australia and its gold offer good protection against what he sees as a "global pandemic of corruption."
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Genetic Sensor Boosts Biofuel Production
Source: Technology Review, Susan Young (4/2/12)
"A genetic sensor enables bacteria to adjust their gene expression in response to varying levels of key intermediates for making biodiesel. As a result, the microbes produced three times as much fuel."
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Profit from the High-Liquid Montney Play
Source: Resource Clips, Joel Chury (3/30/12)
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players."
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Nat Gas Inventory in Record Territory
Source: Zacks Equity Research (3/30/12)
"Gas stocks, currently some 59% above the benchmark five-year average levels, are at their highest point for this time of the year, reflecting low demand amid robust onshore output."
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Oil and Gas: A Tale of Two Prices
Source: Kent Moors, Money Morning (3/30/12)
"How can the price of oil be declining, yet the price of gasoline remain so high?"
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How to Play the Cleantech Energy Boom: Pavel Molchanov
Source: Zig Lambo of The Energy Report (3/29/12)
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space.
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The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence
Source: Jason Simpkins, Money Morning (3/29/12)
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel."
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Energy Metals Bonanza: Chris Berry
Source: Brian Sylvester of The Energy Report (3/27/12)
It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium.
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