Streetwise Articles
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.
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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.
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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."
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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."
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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."
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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."
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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.
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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."
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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."
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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."
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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."
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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."
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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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