Streetwise Oil & Gas - Equipment Articles
James West Sees Catalysts in the Energy Sector
Source: The Energy Report Editors (11/15/12)
As we head into the last quarter of the year, James West questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals market forces. In this interview with The Energy Report, West updates us on some possible top performers in the space and what they're doing right.
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Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky
Source: Zig Lambo of The Energy Report (10/9/12)
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well.
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Energy Technologies with a Competitive Edge: James McIlree
Source: Peter Byrne of The Energy Report (10/4/12)
Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery.
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Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer
Source: Peter Byrne of The Energy Report (9/25/12)
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper.
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Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector
Source: Zig Lambo of The Energy Report (9/20/12)
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing.
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Infographic: The What, Where and How of Shale Extraction
Source: Visual Capitalist (9/10/12)
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?"
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Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential.
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Why $40/bbl Predictions Are Dangerous
Source: Kent Moors, Oil & Energy Investor (8/27/12)
"These doom and gloom predictions are highly oversimplified and potentially dangerous to you as an investor."
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Waterfloods: The Next Big Profit Phase of the Shale Oil Revolution
Source: Keith Schaefer, Oil and Gas Investments Bulletin (8/14/12)
"Producers are using 'waterfloods'—pushing water into underground formations to flush a large amount of oil out to nearby producing wells—to increase production and profits. It's the next big money-making phase of the Shale Revolution."
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The Global Oil Export Balance Is Changing
Source: Kent Moors, Oil & Energy Investor (8/13/12)
"Traditional raw material providers are moving to supply international markets with value-added processed products. Russia, Saudi Arabia and Kuwait are making major refinery upgrades and expansions."
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These Oil and Gas Technologies Lower Costs, Boost Upside: James West
Source: Zig Lambo of The Energy Report (8/7/12)
There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.
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The Federal Reserve, Gold, Oil, & the Dollar's Demise
Source: Chris Vermeulen, The Gold and Oil Guy (7/29/12)
"Over the longer term, a weak dollar is positive for precious metals and other hard assets."
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A New Trend Stirring In Natural Gas. . .
Source: Matt Insley, Natural Resource Hunter (7/25/12)
"Natural gas prices are up over 50% in the past few months; it shows a new trend emerging in natural gas usage."
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The Trajectory Shows Oil Prices Will Rise
Source: Kent Moors, Oil & Energy Investor (7/21/12)
"We are now witnessing a return to a 'normal' oil market. But that doesn't mean a lack of volatility or a narrow range of trading."
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Floating LNG: The New Revolution in Offshore Natural Gas
Source: Keith Schaefer, Oil & Gas Investment (7/17/12)
"A full 10% of the world's LNG is expected to be sourced offshore by the end of this decade, with costs potentially as much as 40% lower than onshore projects."
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Three ETFs for the Unconventional Oil Revolution
Source: Eric Dutram, Zacks Investment Research (7/6/12)
"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space."
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A Price Shock for Canadian Natural Gas?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/5/12)
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"
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Get More for Your Money with Fiber-Optic Fracking: James McIlree
Source: Peter Byrne of The Energy Report (6/19/12)
Fracking technology is giving a new face to the oil and gas industry, says James McIlree, managing director of Dominick & Dominick. In this exclusive interview with The Energy Report, McIlree zeroes in on a small holding company, Acorn Energy Inc., whose line of fiber-optic sensors makes oil exploration faster, safer and more economic.
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Study: Fracking Emissions Are 50% Lower than EPA Estimate
Source: Steve Everly, Energy InDepth (6/5/12)
"The bigger story is that these substantially lower emissions estimates demonstrate how committed the industry is to reducing environmental impacts, even without new regulations."
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FSRUs: The Leading Edge of the LNG Market
Source: Keith Schaefer, Oil and Gas Investments Bulletin (6/3/12)
"Floating Storage and Regasification Units cost less than half the cost of an onshore facility. The benefits to Japan now, which is in a proverbial 'space race' to meet its electricity needs, are that they can be ordered, made and delivered in 2–3 years, versus 5–7 years for an onshore import terminal."
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Oil-Rich Canada Looks to China for Growth
Source: The Wall Street Journal, Chip Cummins and Alistair Macdonald (5/15/12)
"Chinese investors have beat out U.S. investors in Canada's oil patch every year since 2009, pumping $12.8B into companies and projects since then. British Columbia and the federal government have embarked on a massive push, spending billions of dollars, to retool the country's infrastructure to facilitate more trade with Asia"
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Apple Is a Want—Global Resources Are Needs
Source: Frank Holmes, U.S. Global Investors (5/4/12)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet."
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Good Policy, Good Profits in Natural Gas
Source: James Baldwin, Money Morning (5/2/12)
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations."
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The Top LNG Export Projects in Canada
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/28/12)
"Shipping LNG to Asia is not just a great opportunity for Canadian producers, it's a necessity. U.S. gas production is expected to stay strong—and prices low—for years."
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Natural Gas: Why It's Time to Stop Shorting the Commodity
Source: Jared Cummans, ETF Daily News (4/25/12)
"As natural gas has continued its massive decline, a number of investors (myself included) have hopped into short positions, allowing most to receive handsome profits in recent weeks."
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