Streetwise Articles
Crude Supply and Retail Price Not Related: AP
Source: John Kingston, Platts (3/27/12)
"The conclusion of the AP article is very clear: U.S. production of oil has no impact on the price of retail gasoline in the U.S."
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How Utilities Are Boosting Natural Gas Prospects
Source: Kent Moors, Money Morning (3/26/12)
"Low current prices are allowing electricity managers to plan multiyear cost projections. That, in turn, is propelling the intensified replacement of aging capacity with new gas-fueled plants."
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Nuclear Back on Track After Fukushima 'Speed Bump'
Source: Bloomberg, Yuriy Humber, Sangim Han and Shinhye Kang (3/26/12)
"Twelve months after the Fukushima nuclear disaster, industry players say it is almost back to business as usual."
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Oil ETFs with a Twist
Source: ETF Daily News, Daniela Pylypczak (3/26/12)
"There are a number of other lesser known options that deliver unique ways to bet on energy prices."
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Poll: Americans Support Hydraulic Fracturing by More than 2-1 Margin
Source: JD Krohn, Energy In Depth (3/25/12)
"Nationwide, Americans strongly support more energy development and believe consumers will ultimately benefit."
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Next-Generation Nuclear Power: Thomas Drolet
Source: Brian Sylvester of The Energy Report (3/22/12)
Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it.
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Chinese Potash Contracts Give Market Hope
Source: Resource Investing News, James Wellstead (3/22/12)
"China's activity in the potash sector has brought mixed reactions to the potash market in early 2012. But with the first week of spring upon the Northern Hemisphere, the promise of record grain prices has kept sentiments high as farmers begin entering the market."
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Uranium Stocks Bounce Back on Nuclear Renaissance
Source: Jason Simpkins, Money Morning (3/21/12)
"Already up as much as 30% from 2011 lows, rising demand for nuclear energy and a dearth of uranium supplies will soon conspire to push companies back to their pre-Fukushima levels."
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How to Profit from the Energy Efficiency Boom
Source: Eric Dutram, Zacks Investment Research (3/21/12)
"Companies in this segment could be key components in a time of high energy prices, helping to stretch supplies in all forms of energy."
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Why the US Desperately Needs an East–West Oil Pipeline
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/21/12)
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down."
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US Navy Sails 1,200 Miles on Algae Biofuel
Source: TG Daily, Pete Danko (3/21/12)
"The U.S. Navy Frigate fleet ship USS Ford sailed from its homeport in Everett, Wash., down to San Diego using 25,000 gallons of the company's Soladiesel blended in even proportions with F-76 military diesel."
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The Bullish Case for Large-Cap Oil Stocks: Fadel Gheit
Source: George Mack of The Energy Report (3/20/12)
With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth.
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Perils and Profits in Offshore Drilling
Source: Michel Massaad, Oil & Gas Investments Bulletin (3/20/12)
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved."
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The German Renewable Revolution
Source: Kent Moors, Money Morning (3/19/12)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power."
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Oil Bull Market Is No Place For MLP ETF Investors
Source: Eric Dutram, Zacks Investment Research (3/19/12)
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity."
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PetroDollars: The EU and Canada Making Peace over Oil Sands
Source: Gary Park, Platts (3/19/12)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe."
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Officials Keen to Make Region a Center for Aviation Biofuels
Source: Seattle Times, Kyong Song (3/17/12)
"Efforts are underway from Olympia to Congress to help jump-start the nascent industry and to bring prices of jet biofuel down to earth."
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Profit with Undiscovered Oil and Gas Plays: Josh Young
Source: Zig Lambo of The Energy Report (3/15/12)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value.
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From Landfills to Lamborghinis: The Future of Biofuels
Source: The Guardian, Damian Carrington (3/14/12)
"The biofuels industry reckons household and office rubbish will be the most promising source for biofuels in 2012."
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Rising Fuel Costs and the Next Revolution
Source: Clif Droke, Gold Strategies Review (3/14/12)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy."
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The Challenge of US Energy Self-Sufficiency
Source: Kent Moors, Money Morning (3/14/12)
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources."
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Uranium Markets Evolve: Geordie Mark
Source: George S. Mack of The Energy Report (3/13/12)
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
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The Story Behind US Gas Price Pain
Source: Marin Katusa, Casey Research (3/13/12)
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?"
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Master Limited Partnerships: Yorkville's High Income MLP ETF Debuts
Source: ETF Daily News, Michael Johnson (3/13/12)
"The new ETF will seek to replicate an index that consists of Master Limited Partnerships (MLPs) generally engaged in the storage and transport of natural gas and petroleum-based fuels."
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How To Invest in LNG Shipping
Source: Keith Schaefer, Oil and Gas Investment Bulletin (3/11/12)
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?"
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