Streetwise Articles
Scott Koyich: Oil & Gas Upside Potential
Source: Karen Roche and Gordon Holmes of The Energy Report (9/14/10)
To take advantage of the upside potential when oil and gas cycles take a turn for the better, without exposing yourself to the brunt of the downside risk, make your best picks on the basis of strength in assets and management. Scott Koyich, who founded Calgary-based DSK Consulting Ltd. and Brisco Capital Partners, focuses on his top picks in this Energy Report exclusive.
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Oil at $77 on OPEC's 50th Birthday
Source: UPI (9/14/10)
"Prices are right where OPEC stated is a reasonable price for now."
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China and India Still Hungry for Coal
Source: Marin Katusa, Casey Research (9/13/10)
"International pressure on China, India to switch to cleaner energy."
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World Energy Congress Kicks Off
Source: CTV (9/13/10)
"World's largest oil companies at odds on the future of energy sources."
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The Oil Sands' Silent Boom
Source: Globe and Mail, Nathan VanderKlippe (9/13/10)
"It is clear that the dark days of 2009 are now in the past."
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MIT Develops New Way to Funnel Solar Energy
Source: Xinhua (9/13/10)
"Concentrated solar energy 100x more than a regular photovoltaic cell."
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Blast Prompts Scrutiny of Aging U.S. Pipelines
Source: Bloomberg, Noah Buhayar and Gene Laverty (9/13/10)
"The PG&E pipeline that exploded in San Bruno was built in 1956."
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Why Contango Is a 'Bull Killer' for Oil
Source: Seeking Alpha, Henrique Simoes (9/13/10)
"Oil must rally enormously to overcome the contango effect."
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Musante: Look for Undervalued, Oily E&P Plays
Source: Brian Sylvester of The Energy Report (9/9/10)
C. K. Cooper Senior Analyst Joel Musante likes oily exploration and production (E&P) names in name-brand plays, especially the Bakken. In this exclusive interview with The Energy Report, Joel discusses a few of his favorite names with underappreciated acreage or technology and talks about how he reaches his conclusions.
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Harnessing the Power of Yellowstone
Source: Washington Free Press, Martin Nix (9/9/10)
"The geothermal potential of Yellowstone is huge."
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U.S. Gas Futures Decline
Source: Dow Jones Newswires, Mark Peters (9/9/10)
"The market is in its seasonal shift—that's why it is under pressure."
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Oil Steady After Inventory Build
Source: Bloomberg, Mark Shenk (9/9/10)
"Oil little changed after inventories climbed to highest level since 1990."
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China Surpasses U.S. Renewable-Energy Rank
Source: Bloomberg, Alex Morales (9/8/10)
"China is most appealing nation for wind and solar investing."
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Mining the Truth on Coal Supplies
Source: National Geographic, Mason Inman (9/8/10)
"What if conventional wisdom is wrong?"
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Japan, Kuwait Nuclear Energy Cooperation
Source: Reuters (9/8/10)
"Japan made a similar agreement with Malaysia earlier this month."
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Germany's Peak Oil Confession
Source: Ian Cooper, Energy & Capital (9/8/10)
"This could send oil prices skyrocketing. . ."
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Lithium Technology
Source: Lithium Investing News, Dave Brown (9/8/10)
"Energy densities in lithium-air batteries up to 3x that of Li-ion."
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Ethan Bellamy: Value in MLP Tax Structure
Source: Brian Sylvester of The Energy Report (9/7/10)
Wunderlich Securities Senior Analyst Ethan Bellamy is another success story in a considerable line of exceptional MLP analysts. He believes the tax advantages of the MLP structure will eventually allow MLPs to become a "stalwart" asset class, saying, "MLPs offer pretty significant value propositions for an investor." In this exclusive interview with The Energy Report, Ethan talks about his favorite closed-end funds and some unprecedented opportunities in the upstream MLP space.
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U.S. Rig Count Snaps 12 Weeks of Gains
Source: Seeking Alpha, Zacks (9/7/10)
"Rigs exploring and producing in the U.S. totaled 1,653 for the week."
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Japan to Sell Carbon Credits
Source: Bloomberg, Tsuyoshi Inajima (9/7/10)
Government earns credits when homes install solar power, electric cars.
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Oil Prices Fall Below $74
Source: The Wall Street Journal, Jerry A. Dicolo (9/7/10)
"Equities lower, dollar strengthens after a long weekend in the U.S."
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China to Tighten Regulation on Gas Sector?
Source: The Wall Street Journal, Jing Yang (9/7/10)
"Government wants to cap gas companies' return on equity at 8%. . ."
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Chinese Alliance Will Develop Electric Vehicles
Source: Composites World (9/7/10)
"Group to develop electric taxis, buses, refuse and sanitation fleets in China."
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The Future Lies in Geothermal Energy
Source: Softpedia, Tudor Vieru (9/6/10)
"Oil and drilling industry technology may be used to capture geothermal energy."
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