Streetwise Articles
Why Energy Investing Is Worth the Effort
Source: James Baldwin, Money Morning (2/15/12)
"Even if you only have a small amount of money to invest, you can fight inflation's assault on your wallet by investing in the most profitable sector of all time."
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Oil Prices Make for Profitable ETF Trades: Roger Wiegand
Source: Brian Sylvester of The Energy Report (2/14/12)
Today's retail investors have more options than ever before, but there is a shortage of practical information on how to manipulate different investment products, be they ETFs, options or equities. Enter Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand discusses his methods for energy investment and how to set tailor-made time and price windows to realize solid gains.
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US Coal Has Major Export Potential
Source: Darren Epps, Platts (2/14/12)
"A more diversified mix of metallurgical and thermal coal, as opposed to the singular focus on met coal in previous years, along with burgeoning industries in China, Japan, India and South America, are propelling the U.S. from a swing supplier to a strategic partner with world markets."
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Why Not Thorium?
Source: Marin Katusa, Casey Research (2/14/12)
"As proponents of the underdog fuel will happily tell you, thorium is more abundant than uranium, is not fissile on its own (which means reactions can be stopped when necessary), produces waste products that are less radioactive and generates more energy per ton."
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The Great Energy Reversal
Source: Kent Moors, Money Morning (2/13/12)
"The U.S. could finally become completely self-sufficient in its energy policy. But it does require that we change the way we approach investing in the energy market."
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OPEC Cuts Call on Crude to 30.04 MMbl/d
Source: Platts, Margaret McQuaile, Richard Swann, Jacinta Moran, Kate Dourian (2/11/12)
"In its latest monthly oil market report, OPEC trimmed its forecast of the call on OPEC crude for 2012 as a whole to 30.04 MMb/d from the 30.15 MMb/d projected a month ago."
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Winners and Losers: All Quiet on MLP Front
Source: Hinds Howard, MLP HINDSight (2/10/12)
"MLPs had a slightly positive week, compared with a slightly negative week for stocks and gold and a mixed week for oil and natural gas."
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What's Next for Potash Producers: Jaret Anderson
Source: Zig Lambo of The Energy Report (2/9/12)
Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate.
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Stop Imagining Possibilities; Start Seizing MLP Profits
Source: James Baldwin, Money Morning (2/8/12)
"The midstream sector of the energy supply chain is the best and easiest way to make money in energy today."
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Iran Is Now a Full-Blown Crisis; Stage Set for $200 Oil
Source: Kent Moors, Money Morning (2/8/12)
"As the brinksmanship intensifies, so will the price of crude oil. Tehran, in this dangerous game of international chicken, really only has one card to play—the Strait of Hormuz."
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Aviation and Military Biofuels: New Thinking on Finance, Fuels
Source: Biofuels Digest, Jim Lane (2/8/12)
"The U.S. Navy and international airlines struggle to foster sustainable, affordable aviation biofuels. New thinking in finance may finally clear the runways for takeoff."
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MLP Ex-Dividend Dates Ex-amined
Source: Hinds Howard, MLP HINDSight (2/8/12)
"It's hard to tell how efficiently the market accounts for distribution ex-dates because a lot of market noise can happen between close on the prior day to the opening print on the ex-date."
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MLPs—Wall Street's Best-Kept Secret: Yves Siegel
Source: George S. Mack of The Energy Report (2/7/12)
Despite depressed natural gas prices, investors in master limited partnerships (MLPs) leveraged to natural gas liquids can expect both excellent income and share price appreciation, says Credit Suisse Senior Analyst Yves Siegel. In this exclusive interview with The Energy Report, Siegel discusses his favorite MLPs and their winning formula for double-digit returns.
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Iran Moves to Speed Up Bill Banning Oil Exports to EU
Source: Aresu Eqbali, Platts (2/7/12)
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1."
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The Keystone Delay Won't Stop These Canadian Oil Sands Stocks
Source: Martin Hutchinson, Money Morning (2/7/12)
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands."
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Oil and Gas Stock Outlook
Source: Zacks Equity Research (2/7/12)
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies."
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Energy Investing in an Election Year
Source: Kent Moors, Money Morning (2/6/12)
"Where are energy issues in the pecking order of the policy debate? If we can figure that out, we can better lay out our investment plans for the year, too."
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MLPs Overshadowed by Jobs, Stocks and Football
Source: Hinds Howard, MLP HINDSight (2/5/12)
"This week's underperformance was to be expected, as many MLPs passed through their ex-dates. Data still points in the right direction."
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Crude Oil Prices: Traders and Investors Turn to the Dollar and Euro
Source: Sara Nunnally, ETF Daily News (2/4/12)
"There are a host of factors affecting crude oil prices. Lately, though, it boils down to the value of the dollar. The way things are going, that's not good news."
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Prospects for Nuclear Power in 2012
Source: Platts Energy Economist (2/2/12)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state."
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Liquids-Rich Companies Will Weather the Dry Spell: Luc Mageau
Source: Brian Sylvester of The Energy Report (2/2/12)
With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices. However, Raymond James Analyst Luc Mageau identifies liquids-rich companies that can create profits with or without a natural gas price rally. In this exclusive interview with The Energy Report, Mageau explains how to use well payout rates to evaluate a company's longer-term cash flow.
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New Study: Shale States Weathering Recession Better than Others
Source: JD Krohn, Energy InDepth (2/2/12)
"Seven out of the top 10 states surveyed that saw rises in household income during the current recession were states in which oil and natural gas development is a significant contributor to that state’s economy."
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January Was a Good Month for Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades (2/1/12)
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news."
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No Bull: Low Natural Gas Prices Offer Great Opportunity
Source: James Baldwin, Oil & Energy Investor (2/1/12)
"As the U.S. begins to export LNG to import facilities around the globe, we're going to see prices of natural gas converge around the globe. As markets open for lower-priced U.S. natural gas, demand for our lower-cost LNG will lead to the balancing of spot prices over time."
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Iran Sees No Effect on Oil Production from EU Embargo
Source: Aresu Eqbali, Platts (2/1/12)
"Iranian oil minister Rostam Ghasemi said EU countries would not find it easy to secure alternatives to the crude they currently buy from Iran."
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