Big Picture, Small Cap Investing: Jim Letourneau
Source: Zig Lambo of The Energy Report  (4/3/12)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks. More >

Why Saudi Arabia Is Trying to Talk Down Oil Prices
Source: The Daily Reckoning, Dan Denning  (4/3/12)
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers." More >

Alternative Energy Stock Outlook
Source: Zacks Equity Research  (4/3/12)
"Going forward, we expect to see a paradigm shift from a market hoisted by growing governmental/institutional support to one of stable growth." More >

Avoid These Energy Sector Investment Traps
Source: Marin Katusa, Casey Research  (4/2/12)
"Successful investing is based on comparing good information about hundreds of companies and selecting those that stand out. But comparisons only work when each candidate can be examined across a standard set of parameters." More >

Australian Gold Offers Good Protection: Richard Karn
Source: Brian Sylvester of The Gold Report   (4/2/12)
Richard Karn, managing editor of The Emerging Trends Report, has been in Australia investigating precious and specialty metal projects for over two years. He likes what he sees. In this exclusive Gold Report interview, he reveals that in an environment where the U.S. dollar continues to lose its purchasing power, Australia and its gold offer good protection against what he sees as a "global pandemic of corruption." More >

Genetic Sensor Boosts Biofuel Production
Source: Technology Review, Susan Young  (4/2/12)
"A genetic sensor enables bacteria to adjust their gene expression in response to varying levels of key intermediates for making biodiesel. As a result, the microbes produced three times as much fuel." More >

Profit from the High-Liquid Montney Play
Source: Resource Clips, Joel Chury  (3/30/12)
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players." More >

Nat Gas Inventory in Record Territory
Source: Zacks Equity Research  (3/30/12)
"Gas stocks, currently some 59% above the benchmark five-year average levels, are at their highest point for this time of the year, reflecting low demand amid robust onshore output." More >

Oil and Gas: A Tale of Two Prices
Source: Kent Moors, Money Morning   (3/30/12)
"How can the price of oil be declining, yet the price of gasoline remain so high?" More >

How to Play the Cleantech Energy Boom: Pavel Molchanov
Source: Zig Lambo of The Energy Report  (3/29/12)
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space. More >

The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence
Source: Jason Simpkins, Money Morning  (3/29/12)
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel." More >

Energy Metals Bonanza: Chris Berry
Source: Brian Sylvester of The Energy Report  (3/27/12)
It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium. More >

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." More >

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." More >

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." More >

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." More >

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." More >

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. More >

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." More >

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." More >

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." More >

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." More >

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." More >

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. More >

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." More >