Streetwise Articles
OPEC: Oil Market Well Supplied Through 2011
Source: Platts, Margaret McQuaile & Richard Swann (7/15/10)
"Stock overhang more than enough to supply volumes needed in 2011"
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Midweek USD, Oil, Gold and SP500
Source: Chris Vermeulen, TheGoldAndOilGuy (7/15/10)
"Will selling pressure hit stocks and commodities?"
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Alberta Tar Sands Fight Sees Tourism Boycott
Source: Digital Journal, Stephanie Dearing (7/15/10)
"'Rethink Alberta' advises that Canada's oil is world's dirtiest."
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Crude Down
Source: Reuters, Robert Gibbons (7/15/10)
"U.S. crude oil futures tumbled on Thursday."
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Japanese Interest in African Uranium Grows
Source: Uranium Investing News, Dave Brown (7/14/10)
"Itochu's sights now set on international uranium resources."
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The Smart Grid Deconstructed
Source: Nick Hodge, Green Chip Stocks (7/14/10)
"The time to invest is now."
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Disaster Déjà Vu: Last GOM Spill
Source: Nature News, Mark Schrope (7/14/10)
"Oil from Ixtoc well still found on coastal rocks 30 years later."
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Rick Rule Interview: Oil & Gas vs. Green Energy
Source: Ron Hera, Hera Research (7/13/10)
"Rick Rule talks everything energy, particularly geothermal power, in this Hera Research interview."
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John Edwards: Playing MLPs? Play Defense
Source: Brian Sylvester of The Energy Report (7/13/10)
Master Limited Partnerships (MLPs) remain sensitive to global economic volatility, but some defensive-oriented MLP names still have strong growth characteristics in their distribution outlook. In this exclusive interview with The Energy Report, Morgan Keegan Analyst John Edwards provides a selection of "defensive-oriented" MLPs for you to choose from.
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The End of Cap and Trade?
Source: Seeking Alpha, Donald Marron (7/13/10)
"Not for carbon—for sulfur dioxide."
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Unlike BP's, Natural Oil Seeps Help Sea Life
Source: Reuters, Alister Doyle (7/13/10)
"A large concentrated spill is totally different—nature cannot adapt."
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Oil Prices Climb
Source: Associated Press, Sandy Shore (7/13/10)
"Benchmark crude rose about 3% in midday trading Tuesday."
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Italy Revises Renewable Energy Feed-In Tariff
Source: Renewable Energy Focus (7/13/10)
"Revisions to the Italian feed-in tariff are welcome."
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India, Iran to Hold Gas Pipeline Talks
Source: LiveMint, Elizabeth Roche (7/12/10)
"The pipeline is back on India's agenda."
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New Drilling Ban Creates Conflict
Source: The Wall Street Journal, Siobhan Hughes and Stephen Power (7/12/10)
"The latest moratorium drew immediate condemnation."
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China to Double Uranium Hoard This Year
Source: Business Insider, Vincent Fernando (7/12/10)
"China is expected to double uranium stockpiles to 5,000 metric tons."
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Nat Gas Valuations Jump with Buyout—Who's Next?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/12/10)
"Valuations in the Canadian gas patch took a BIG jump."
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The Saudis Are Running out of Oil
Source: Christian DeHaemer, Energy & Capital (7/9/10)
"Odd behavior from the Kingdom means Ghawar is all but done"
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Amir Arif: Bet on Low-Cost, High-Volume Shale Plays
Source: Brian Sylvester of The Energy Report (7/8/10)
Stifel Nicholas Oil and Gas Analyst Amir Arif believes cheap nat gas prices shouldn't keep you from making cash in the gas space. It's all about companies with production growth in low-cost shale basins. "Gas doesn't have positive drivers behind it," he explains, "you want to bet on the volume without diluting the equity." Arif provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.
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The Peak Oil Bet
Source: Seeking Alpha, Mark Perry (7/8/10)
"It's pretty safe to assume Tierney has won the 'peak oil' bet."
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Shale: The Regulatory Ripple Effect
Source: GreeningofOil, Eric Lidji (7/8/10)
"PA PUC wants to be 'state agent' for federal pipeline oversight?"
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Solar PV Market: 14.6 GW in 2010
Source: Renewable Energy Focus (7/8/10)
"The 95% increase will be driven by a number of countries."
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CBO: Energy Bill Can Cut Deficit by $19b
Source: Boston Globe, Matt Viser (7/8/10)
"Report offers compelling financial argument amid deficit concerns."
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Gold, Black Gold and Equities Technical Charts
Source: Chris Vermeulen, TheGoldAndOilGuy (7/7/10)
"Crude trend has shifted in past two to three months."
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Obama Presses to Reinstate Ban
Source: The New York Times, John Broder (7/7/10)
"Administration says moratorium was a 'rational response.'"
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