Streetwise Articles
What the Price of Gas Tells Us
Source: Frank Holmes, U.S. Global Investors (6/27/12)
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."
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Natural Gas Gold Rush: Is Your State Next?
Source: USA Today, Dan Vergano (6/27/12)
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."
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Look for High-Growth Oil and Gas Juniors: Josh Young
Source: Alec Gimurtu of The Energy Report (6/26/12)
Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.
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Tax Breaks May Boost Biofuels
Source: Katharine Fraser, Platts (6/26/12)
"Biofuels subsidies are relevant to an energy policy debate mainly because oil companies retain subsidies. And there's a move afoot that may boost renewables further."
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Oil, Gas Producers Look to Expand Arctic Exploration
Source: The Wall Street Journal, Kjetil Malkenes Hovland and Anna Molin (6/26/12)
"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas."
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How You Can Profit from Fluctuating Oil Prices
Source: MoneyShow (6/26/12)
"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom."
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Is An Oil Shock Coming This Summer?
Source: Seeking Alpha, John Overstreet (6/26/12)
"Typically, when the gold/oil ratio starts somewhere in the single digits and then breaks above 14:28 within a relatively brief time frame, one should be on the lookout for an oil shock twelve months after the gold/oil ratio peaks."
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New UK Nuclear Power Plants Could Boost Economy
Source: Dow Jones, Salina Williams (6/26/12)
"The construction of a new fleet of nuclear power plants in the U.K. could boost the economy by five billion pounds a year, said a report published by the Institute for Public Policy Research."
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Liquefied Natural Gas Race Getting Thinner
Source: Calgary Herald, Dina O'Meara (6/25/12)
"The United States has regulations limiting how much of its natural resources can be exported and to where."
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US Energy Use to Slow, Get Cleaner
Source: Associated Press (6/25/12)
"The energy landscape in the U.S. has shifted dramatically in recent years. Domestic oil and gas production has increased, while efficiency programs have led to lower consumption."
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The Race for Canada's Pink Gold
Source: The Province (6/25/12)
"A greater reliance on potash promises to virtually double the output of emerging economies' agricultural sectors."
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Calling the Rise in Natural Gas
Source: Keith Schaefer, Oil & Gas Investments Bulletin (6/25/12)
"Once natural gas gets to $3, the power companies start to turn back to coal. But gas really needs to go to $4 before these stocks start to make money."
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UN: Sierra Club Wrong About Natural Gas
Source: Dana Bohan, Energy InDepth (6/25/12)
"According to Kandeh Yumkella, an energy program director at the United Nations, natural gas will play a key role in preserving the global environment and improving the lives of the world's poor."
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Oil Field Services: Three Ways To Invest in the Oil Sands
Source: Michel Massad, Oil & Gas Investments Bulletin (6/25/12)
"It's a business that doesn't have much sex appeal, but oil service stocks are forming great-looking charts."
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Yield Hunger Trumps Oil Price Drop, MLPs Uptick
Source: Hinds Howard, MLP HINDSight (6/24/12)
"MLPs outperformed most things, on average, this week, even with lower oil prices."
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Self-Fulfilling Prophecies and Their Impact on the Market
Source: Kent Moors, Oil & Energy Investor (6/22/12)
"The short players have been successful in depressing the price of oil and making money in the process. These same folks will be attempting to make money by jerking the price upwards once the floor hits."
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Japan Gives Nuclear Industry a Reason to Cheer
Source: MarketWatch, Myra Saefong (6/22/12)
"Japan's devastating disasters last year derailed some growth in the nuclear industry worldwide, but demand for uranium is poised to strengthen after the nation that fed doubts over safety approved its first restart of nuclear reactors since the catastrophe."
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Uranium Producers Likely to Benefit from Japan's Return to Nuclear Power
Source: Seeking Alpha, Zvi Bar (6/21/12)
"The decision to restart nuclear power usage follows a deal between political parties that also included a consumption tax increase. The nuclear power restart is still unpopular with many Japanese people, but many industrial businesses have claimed they require the power."
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Play Defense and Offense with MLPs: John Edwards
Source: George S. Mack of The Energy Report (6/21/12)
Where does an investor go for income in an environment where interest rates are in the pits? Credit Suisse Senior Analyst and Director John Edwards follows a sector encompassing what he believes is the purest form of capitalism, the midstream oil and gas master limited partnerships (MLPs). He has staked out a short list of highly defensive plays that are less sensitive to commodity price fluctuations even as they grow income and weather the effects of economic catastrophe. In this exclusive interview with The Energy Report, Edwards brings his best names to the forefront.
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Saskatchewan's First New Potash Mine in 40 Years Breaks Ground
Source: Dorothy Kosich, Mineweb (6/20/12)
"Despite a historic policy of expropriation that cost K+S Group its first Saskatchewan potash operation in the 1970s, the German company has returned four decades later with its new Legacy project."
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Oil Price Differentials: Caught Between the Sands and the Pipelines
Source: Marin Katusa, Casey Research (6/20/12)
"A range of oil qualities and a raft of infrastructure issues are creating record price differentials. And with no solution in sight, we think those differentials are here to stay."
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Little Guy Beats Up Big Guys in Biofuel Race, Shares Skyrocket
Source: 24/7 Wall St. (6/20/12)
"The fuel in question is isobutanol, which could be a substitute for corn ethanol. Gevo's fermentation process can produce isobutanol at a cheaper price than other makers."
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Chile Pitches Lithium to Investors in New York
Source: Fox News Latino (6/20/12)
"Deputy Mining Secretary Pablo Wagner is trying to drum up investor interest in contract bidding to produce lithium in Chile, which has 25% of the world's reserves of the mineral."
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Here's What Happened to My Call for $150 Oil
Source: Kent Moors, Oil & Energy Investor (6/20/12)
"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next."
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Natural Gas Fracking Begets a Clean-Up Industry
Source: CNBC, Mitsuru Obe (6/20/12)
"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint."
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