Streetwise Articles
Triple-Digit Oil Investing and a Natural Gas Price Rebound: Bill Powers
Source: George S. Mack of The Energy Report (1/31/12)
Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right.
More >
MLPs Finish January Positive, But Stocks Winning
Source: Hinds Howard, MLP HINDSight (1/31/12)
"This year marks the 5th January out of 17 that MLP Index has under-performed the S&P 500 for January. This is more a virtue of the MLP Index usually outperforming."
More >
Why Pipeline Politics in Central Asia Are a Boon for U.S. Investors
Source: Kent Moors, Money Morning (1/30/12)
"Recent moves by Russia, Iran and especially China have just improved U.S.-based energy prospects. That's why I'm going to focus on one country many people haven't heard much about: Turkmenistan."
More >
Warren Buffett's Renewable Energy Investment
Source: Jeff Siegel, Energy & Capital (1/30/12)
"With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."
More >
Congress' Next Bad Idea Would Destroy the Shale Boom
Source: James Baldwin, Money Morning (1/30/12)
"Last week, six members of Congress, led by Rep. Dennis Kucinich, introduced the 'Gas Price Spike Act.' With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."
More >
Lithium Investment to Power Portfolios: Daniela Desormeaux
Source: George Mack of The Energy Report (1/26/12)
The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios.
More >
State of the Union: How to Profit from President Obama's New Clean Energy Challenge
Source: Kent Moors, Money Morning (1/26/12)
"I see three initial questions arising from President Obama having thrown down the 'clean energy challenge' gauntlet: Is it a good idea? Is it attainable? How can investors profit? Let's take a look at-and answer-all three."
More >
Filling an Energy Order with Chinese Takeouts
Source: Frank Holmes, US Global Investors (1/26/12)
"China has been hungry to power its country for more than 1.3B residents, and takeouts of commodity-related companies is one way to fill its tall energy order."
More >
Peering Through Exxon's Looking Glass
Source: Frank Holmes, U.S. Global Investors (1/25/12)
"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades."
More >
Iranian Oil Sanctions
Source: Platts (1/25/12)
"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win."
More >
Obama Will Open Federal Public Lands to Natural Gas Exploration
Source: Dorothy Kosich, Mineweb (1/25/12)
"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'"
More >
Will Iran Kill the Petrodollar?
Source: Marin Katusa, Casey Research (1/25/12)
"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar."
More >
The President's Big Shout Out to Shale
Source: Energy InDepth (1/25/12)
"A two-billion-year-long-no-mention streak finally came to an end, with President Obama devoting a significant segment of his nationally (and internationally) televised address to touting the promise and potential of developing America's enormous natural gas resources."
More >
Potash's Current Calm Promises an Exciting Future: Corey Dias
Source: Brian Sylvester of The Energy Report (1/24/12)
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress.
More >
India to Buy Iranian Oil with Gold; China May Follow
Source: Jason Hamlin, GoldStockBull Investment Strategies (1/24/12)
"India has reportedly agreed to pay Tehran in gold for the oil it buys, in a move aimed at avoiding U.S. sanctions that target countries that trade with Iran. China, the number one buyer of Iranian oil, may follow India's lead."
More >
It May Take a Dragon to Breathe Fire into Markets
Source: Frank Holmes, US Global Investors (1/23/12)
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing an energy commodity, there was no looking back."
More >
Is Nuclear Power Safe Yet?
Source: David Gillie, ETF Daily News (1/23/12)
"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource."
More >
It May Take a Dragon to Breathe Fire into Markets
Source: Frank Holmes, US Global Investors (1/23/12)
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing a commodity, there was no looking back."
More >
Solar Competes with Natural Gas
Source: Jeff Siegel, Energy & Capital (1/23/12)
"There's no doubt that there's still plenty of money to be made in solar. You just have to know where to look, and of course, not get caught up in all the hype."
More >
Week Thoughts: How Low Can Nat Gas Go?
Source: Hinds Howard, MLP HINDSight (1/21/12)
"The more interesting question is: How long before it recovers? I'm betting it will be years at this point, and I'm not alone."
More >
Nuclear Energy Markets Tighten: Edward Sterck
Source: Zig Lambo of The Energy Report (1/19/12)
Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack.
More >
Obama's Rejection of the Keystone XL Oil Pipeline Is Pure Politics
Source: David Zeiler, Money Morning (1/19/12)
"Most experts believe the Keystone oil pipeline will eventually get built, but in the meantime, President Obama's decision gives both Republicans and Democrats raw material for 2012 campaign speeches."
More >
Don't Frack Me Up
Source: Marin Katusa, Casey Research (1/19/12)
"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment."
More >
Oil and Gas Service Stocks: A Different Way to Profit from Shale Boom
Source: Keith Kohl, Energy & Capital (1/18/12)
"Smaller drillers are consistently outshining the lackluster performances of ExxonMobil and friends. That much isn't going to change."
More >
Congress Has Bigger Fish to Fry than MLPs
Source: Hinds Howard, MLP HINDSight (1/18/12)
"This year's report indicates that MLPs are expected to cost the government substantially less in lost tax revenue than was estimated a year ago."
More >