Streetwise Oil & Gas - Equipment Articles
Earnings Incoming, Strap In
Source: Hinds Howard, MLP HINDSight (4/22/12)
"MLP performance was varied this week, but the large caps did very well, so the MLP index was up 1.8%, slowly gaining on the S&P 500."
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What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/17/12)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas."
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Why You Should Invest In Natural Gas
Source: Jared Cummans, ETF Daily News (4/9/12)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket."
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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."
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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."
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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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Gold, Silver, Oil and the Fear Index Trends
Source: Chris Vermeulen, The Gold and Oil Guy (3/18/12)
"Gold will look bullish around $1,600/oz, gold miners (GDX) around $48/share, and silver around $30/oz, but we need to see one more wave of strong distribution selling for that to take place."
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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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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 Companies Looking to Solve Fracking's Water Issues
Source: Oil & Gas Investments Bulletin Research Team (2/24/12)
"These wells use anywhere from 2-13M gallons per well, leaving parched states like Texas scrambling to encourage water conservation in the energy sector. Which technologies will get adopted by this multibillion dollar industry?"
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Energy Investing in Saskatchewan: Tom MacNeill
Source: Brian Sylvester of The Energy Report (2/21/12)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts.
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Japan Aims to Sell Massive Floating Structures to Stockpile Oil
Source: Takeo Kumagai, Platts (2/19/12)
"The Japanese government will partner with the private sector to promote exports of megafloats to stockpile oil products, starting with a possible deal with Vietnam in 2013."
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Study: 'No Evidence of Groundwater Contamination' from Fracking
Source: Shannon Brushe, Energy InDepth (2/17/12)
"A new study from the Energy Institute at the University of Texas at Austin has found 'no evidence' of hydraulic fracturing leading to groundwater contamination, as well as a marked trend of negative, ill-researched media coverage on the topic."
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Pandas and Pipelines: China Yields Big Deals and Bigger Promises
Source: Joel Chury, Vantage Wire (2/15/12)
"Canada's Prime Minister Stephen Harper returns from China with two giant pandas in tow and $3B worth of signed agreements. The Northern Gateway pipeline will most likely tie China to Alberta's oil sands."
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The President's Big Shout Out to Shale
Source: Energy InDepth (1/25/12)
"A two-billion-year-long-no-mention streak finally came to an end, with President Obama devoting a significant segment of his nationally (and internationally) televised address to touting the promise and potential of developing America's enormous natural gas resources."
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Could Oil Prices Intensify a Pending S&P500 Selloff?
Source: JW Jones, Options Trading Signals (1/9/12)
"Sentiment numbers were released that confirmed that market participants were becoming more and more bullish as prices in the S&P 500 edged higher."
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Counting Down Washington's Keystone XL Clock
Source: Meghan Gordon, Platts (1/3/12)
"The law Congress passed just before Christmas to force a quicker decision on the Keystone XL pipeline gives the Obama administration two choices: approve or deny TransCanada's application by Feb. 21. Or does it?"
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Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
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America's Energy Pipeline Dreams
Source: Marin Katusa, Casey Research (12/16/11)
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States."
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The Changing Nature of Global Gas Projects
Source: Kent Moors, Money Morning (12/14/11)
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels."
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If You Invest in Crude Oil, You Need to Know This
Source: Andrew Snyder, Resource Investor (12/8/11)
"A massive spike in crude oil prices may be on the way; the news from the Mideast is not good. It is no longer a question of when we put our crosshairs on the back of Iran's head. We are already at war."
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A Crude Awakening
Source: Alasdair Macleod, Resource Investor (11/30/11)
"The combination of the most rapid global monetary expansion in peace-time history and soaring oil prices is an inflationary disaster in the making."
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Why the Oil VIX is Broken (and How to Profit Anyway)
Source: Kent Moors, Money Morning (11/14/11)
"The oil market we're now facing is fundamentally different from the one we encountered a year ago. It requires a fundamentally different approach."
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Marcellus Stocks with a Kick
Source: Keith Kohl, Energy and Capital (10/25/11)
"As we expected, the report highlighted the importance of these shale oil and gas basins to our future energy production. Make no mistakethey will play a critical role. . ."
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Bill Koenig: Fracking Tech Has Junior Producers Pumped
Source: Zig Lambo of The Energy Report (10/13/11)
To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector.
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