Streetwise Articles
The German Renewable Revolution
Source: Kent Moors, Money Morning (3/19/12)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power."
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Oil Bull Market Is No Place For MLP ETF Investors
Source: Eric Dutram, Zacks Investment Research (3/19/12)
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity."
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PetroDollars: The EU and Canada Making Peace over Oil Sands
Source: Gary Park, Platts (3/19/12)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe."
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Officials Keen to Make Region a Center for Aviation Biofuels
Source: Seattle Times, Kyong Song (3/17/12)
"Efforts are underway from Olympia to Congress to help jump-start the nascent industry and to bring prices of jet biofuel down to earth."
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Profit with Undiscovered Oil and Gas Plays: Josh Young
Source: Zig Lambo of The Energy Report (3/15/12)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value.
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From Landfills to Lamborghinis: The Future of Biofuels
Source: The Guardian, Damian Carrington (3/14/12)
"The biofuels industry reckons household and office rubbish will be the most promising source for biofuels in 2012."
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Rising Fuel Costs and the Next Revolution
Source: Clif Droke, Gold Strategies Review (3/14/12)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy."
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The Challenge of US Energy Self-Sufficiency
Source: Kent Moors, Money Morning (3/14/12)
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources."
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Uranium Markets Evolve: Geordie Mark
Source: George S. Mack of The Energy Report (3/13/12)
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
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The Story Behind US Gas Price Pain
Source: Marin Katusa, Casey Research (3/13/12)
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?"
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Master Limited Partnerships: Yorkville's High Income MLP ETF Debuts
Source: ETF Daily News, Michael Johnson (3/13/12)
"The new ETF will seek to replicate an index that consists of Master Limited Partnerships (MLPs) generally engaged in the storage and transport of natural gas and petroleum-based fuels."
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How To Invest in LNG Shipping
Source: Keith Schaefer, Oil and Gas Investment Bulletin (3/11/12)
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?"
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MLPs Natural Gassed Again
Source: Hinds Howard, MLP HINDSight (3/10/12)
"MLPs stagnated Thursday, as natural gas supply reports came in higher than expected."
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The Nuclear Revival: Mark Lackey
Source: Brian Sylvester of The Energy Report (3/8/12)
Emerging from the shadow of Fukushima, the nuclear sector is on the cusp of a comeback, according to Mark Lackey, chief investment strategist with Toronto-based Pope & Company. Nuclear plants have been reopened, and as many as 200 new plants worldwide are scheduled to come online. At the same time, uranium supply shortages loom on the horizon, making for bullish fundamentals for uranium miners. Lackey's faith in the coal sectors also burns brightly. He reveals his favorites in both sectors in this exclusive Energy Report interview.
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Platform Hopping in the North Sea
Source: Kent Moors, Oil & Energy Investor (3/8/12)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential."
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What Someone Needs to Ask the Presidential Candidates
Source: James Baldwin, Money Morning (3/7/12)
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?"
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US Must 'Hustle' to Reach 36B Gallons of Biofuels by 2022
Source: Daily Press, Cory Nealton (3/7/12)
"The U.S. can meet President Barack Obama's goal of producing 36B gallons of biofuels by 2022, but it better get moving."
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Should We Subsidize Natural Gas Engines?
Source: Kevin Cook, Zacks Investment Research (3/7/12)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
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From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan
Source: George S. Mack of The Energy Report (3/6/12)
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
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The LNG Shipping Sector: High Demand, High Profits
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/6/12)
"LNG has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector in the global shipping industry, as day rates are soaring for these large ocean tankers."
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Fertilizer Industry Pins Hope on Urea Price Hike
Source: Live Mint, Pallavi Pengonda (3/6/12)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce."
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Industry's Next Big Thing May Be Small Tweaks
Source: Starr Spencer, Platts (3/6/12)
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come."
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Will Oil Continue Heading Higher?
Source: Frank Holmes, U.S. Global Investors (3/6/12)
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage."
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Dollar and Oil Hold Clues About the Future
Source: J.W. Jones, Options Trading Signals (3/5/12)
"While gold has pulled back sharply, the likely move lower in the coming weeks and months will offer a strong buying opportunity for investors that are patient."
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Consensus $200 Oil (and That's a Lowball Figure)
Source: Kent Moors, Money Morning (3/5/12)
"Oil will remain constrained and subject to intense price volatility. The resulting strategy we have constructed to confront these market developments provides significant upside to investors. The further prospects, however, speak of an expanding base of new energy sources, first of all shale."
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