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More Streetwise ExclusivesAlex Burgansky: Russian Oil & Gas Industry Surprises Analysts Source: The Energy Report 09/24/2009
Renaissance Capital oil and gas analyst Alex Burgansky, who ranks at the top of the list of sector analysts in Russia, shares his insights on the industry and its issues in this exclusive Energy Report interview. Alex worries that Russia's oil production will decline unless its tax regime stops discouraging investment that taps into the strong reserve base in core producing areas.
Geothermal & Nuclear Energy Stars Spark Gianni Kovacevic's Interest
"It's all about the management," says corporate development strategist and consultant Gianni Kovacevic, who has identified leaders in both geothermal and nuclear energy sectors. In this exclusive interview with The Energy Report, Gianni discusses some of the elements that make their management teams so powerful.
Marin Katusa: Get—and Stay—Ahead of the Herd
Back for another enlightening interview with The Energy Report, Marin Katusa, Chief Investment Strategist for Casey Research's Energy Division, shares some timely investing strategies for the ever-changing energy markets. Ultra-bullish on uranium, Marin foresees a great shakeout in the sector. "The key is being with just the right select players," he says. The seasoned strategist also covers oil, natural gas, coalbed methane (CBM) and geothermal, emphatically encouraging investors to get—and stay—ahead of the herd.
What's Driving Lithium? Merrill McHenry on the "Technology" Metal
Demand for lithium is on the rise, as hybrid car batteries and portable electronic devices often require rechargeable lithium batteries. Analyst Merrill McHenry, MBA, CFA, in this email interview, gives The Energy Report readers the lowdown on automakers racing to see how many cars they can get into the market, and the importance of project economics in looking at investment opportunities.
John Licata Looks for Natural Gas to Heat Up, Crude to Climb Back Toward Triple Digits
Well regarded for his insights and forecasts across the commodity spectrum, Blue Phoenix Chief Investment Strategist John Licata talks about some excellent investment opportunities in both natural gas and oil exclusive in this exclusive interview with The Energy Report. And while acknowledging that he's probably in "a dark room alone on this one," he also sees reason to be bullish about the refining space.
Gissen & Berol: Investing for the New "Long Term"
Encompass Fund managers Malcolm Gissen and Marshall Berol sat down with The Energy Report to share their views on energy investing and what they believe are the strongest subsectors in the mix. While bullish on coal and natural gas, both are strong advocates of uranium, citing a "definite supply-demand imbalance." Discover new opportunities for long-term appreciation in this exclusive interview.
Carmel Daniele: This Fantastic Crisis
In 2007, Carmel Daniele claimed the current commodities super-cycle would last another 20 years. But given the economic implosion since that time, could it still be true? "Absolutely," says Daniele, founder, CEO and CIO of CD Capital, in this exclusive interview with The Energy Report. "The crisis that occurred last year after Lehman's collapse just interrupted the cycle," she explains, adding that it "is actually going to seal the next stage of the super-cycle. . .it will make it stronger and last even longer."
Merrill McHenry: Uranium—Looking at the Big Picture
The exogenous events significantly boosting uranium demand for China and India are far greater than the minimal and distant "ifs" of private sector reactor delays. Not to mention China has actually boosted reactor construction, while India made no delays and entered the world market. "Investors need to look at the big picture of the sector," says analyst Merrill McHenry, MBA, CFA, who presents Energy Report readers with an educational and thought-provoking overview of U308's fundamentals and future in this exclusive written interview.
Barbara Thomae: Uranium Will Rebound with Economy
The Energy Report checked in with Barbara Thomae, Senior Mining Analyst with the MineralFields Group, who says that they believe the economic recovery will spur reinvestment into the uranium sector, especially once uranium prices strengthen in line with other commodities. Her firm's prudent portfolio picks (overweight in uranium and heavily overweight in gold juniors) have enabled them to have the best performance track record among all flow-through limited partnership groups for the past four years.
Ryaz Shariff Remains Bullish on Commodities
Primevest Capital Corp. President Ryaz Shariff reaffirms his long-held status as a commodity bull in this exclusive interview with The Energy Report, telling us to expect significant upticks in the markets once demand resumes. Having shifted somewhat from the mining sector last year, he also talks about some of the energy plays he likes these days—from natural gas in India to oil in South America to uranium in East Africa.
Brien Lundin: Time's Ripe to Pick Up Leveraged Oil & Gas Companies
For the next few years, Jefferson Financial President and CEO Brien Lundin is rather bullish on energy resources. Brien tells Energy Report readers he expects oil to hit or surpass the $100 mark, gives natural gas a "very good shot of at least doubling" and believes the rare earths elements sector is here to stay.
Art Smith Believes in the Long-Term Bull Case for Oil
The outlook for oil seems to be brightening amid scant new reserve discoveries and declining reserves at the world's large oil fields. "We believe we're in a fundamentally positive market for oil in the 21st century," says Art Smith, president of Triple Double Advisors, who anticipates oil moving back into the three-digit price range within three to five years. In this exclusive interview with The Energy Report, the 35-year veteran of oil analysis shares his knowledge of energy markets and reveals some of his own investment strategies.
Dave Forest: Stick with Proven Track Records and Potential for Discovery
From drill rig counts to oil/gas ratios and renewables, Pierce Points author Dave Forest shares his thoughts on the direction the energy sector is headed in this exclusive Energy Report interview. Since predicting commodity prices in the short to medium term is almost impossible, Dave looks for companies with a solid track record and the potential for discovery, which is where the real money investing in the exploration sector is made.
Lawrence Roulston: Challenges and Enormous Opportunities in Alternative Energy
The Energy Report caught up with newsletter writer and analyst Lawrence Roulston, who recently launched the GreenTech Opportunities newsletter. In this exclusive interview with The Energy Report, Roulston gives us his thoughts on developments that are happening in the alternative energy field, and ideas for profiting in a changing world.
Alternative Energy Becoming a Little Less Alternative
Over the years things like hybrid vehicles have gone from kooky concept to a common day commuter. Victor Goncalves of The Green Money Report examines how the growth of hybrid vehicles on the road will affect the rare earth market.
Clint Cox: Digging for Opportunities in Rare Earths
Why all the buzz about rare earths elements (REEs)? In this exclusive Energy Report interview, industry expert Clint Cox, who writes about REEs on The Anchor House, tells how he separates the hype from reality, and how complex the market is. It's estimated that 25% of new technologies like hybrid cars use rare earths, and that demand is increasing. Clint talks about China's current market dominance and the potential for production in North America.
Mickey Fulp, Mercenary Geologist: The Demand is There
Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp returns to discuss the brightening prospects for uranium and natural gas with The Energy Report readers. A Certified Professional Geologist, Mickey says he believes we’re at tipping point in the economy now, and the resource sector presently is looking good.
Casey Colleagues Katusa & Bustin: Alternative Energy Bull Market Coming
Last week, The Energy Report brought you Casey Research Investment Analyst Marin Katusa's outlook for uranium and nuclear energy. In today's edition, Casey Research colleague Dr. Marc Bustin joins Marin to talk about major forces driving prospects for other segments within the energy sector—solar, hydro and geothermal, as well as coal, oil and natural gas.
Marin Katusa Gives North American Uranium Emphatic Thumbs Up
Investment Analyst Marin Katusa, senior editor of Casey Energy Opportunities (CEO) and Casey Energy Confidential (CEC), brings uranium's prospects into focus for The Energy Report readers in this exclusive interview. He waxes enthusiastic about potential 10-baggers in the U.S. and the five companies he ranks among the top players in Canada's Athabasca Basin—"the best real estate in the world for uranium."
Simon Tonkin: Uranium Supply-Demand to Remain Tight
A worldwide dearth of uranium mines and highly skilled metallurgical teams to mine it has investors seeing yellow (cake, that is). "The thing with uranium is it's easy to dig up but hard to get out," says Simon Tonkin, who covers base metals, including uranium, at Thomas Weisel Partners. In this exclusive interview with The Energy Report, Simon discusses emerging challenges in the uranium sector and the deficits he foresees in the global race for supply.
Roger Wiegand: Look for Major Selling Event in the Fall, and Oil to Rise
The "Sell in May" situation could arrive right on time this year, according to Roger Wiegand of Trader Tracks, who anticipates that all the economic machinations of the last year could create not only inflation, but potentially hyperinflation. In this exclusive interview with The Energy Report, Roger suggests some alternate market plays for the lean summer months and explains why he believes the prices of oil and gas are going to get very interesting if we have hyperinflation and low oil production and shortages.
Byron King: Buckle Your Seat Belts - “Investment Earthquake in the Energy Sector” Ahead
Byron King, Editor of Agora Financial's newsletter Energy & Scarcity, addresses issues of "chronic underinvestment in productive assets" in this exclusive interview with The Energy Report. How will more than six billion people manage on a planet with dwindling resources? Byron also offers insight into alternative energy sources. They aren't everything that some people think, but they offer opportunities for investors.
Porter Stansberry: Sea Change in U.S. Natural Gas Industry
As Stansberry & Associates Investment Research founder Porter Stansberry sees it, cap-and-trade legislation is sure to drive up the price of coal. Coal-bed methane wells are producing so much natural gas that the economic incentive of shutoffs to sustain prices has vanished. The upshot, he tells The Energy Report, is continued weakening in natural gas prices and thus continued strengthening for companies that use natural gas for power generation.
John Licata: Playing the Energy Sector in '09
May 28th marks the next OPEC meeting. Will there be more production cuts? John Licata, chief investment strategist at Blue Phoenix Inc. doesn't think so, noting that even those cuts are being offset by "much production coming from non-OPEC members." In this exclusive interview with The Energy Report, John discusses the underlying forces that continue to drive crude's price volatility and explains why he foresees a "super spike" in natural gas—the likes of which we haven't seen since 2003.
Matt Badiali: Time to Buy Oil Service Companies
Who doesn't want the opportunity to make 300%, 400%—even 500%—on stocks? "As an investor right now," says Matt Badiali, editor of the S&A Oil Report, "I think this is the best time you could possibly be buying your oil stocks." In this exclusive interview with The Energy Report, Matt reviews the last two decades of this highly cyclical commodity, explaining how you can capitalize on 20-year lows in oil service companies before the world economies stabilize.
Greg Reid: Geothermal - The "Sleeping Giant"
With the U.S. stimulus package in place and the politically contentious cap-and-trade program looming, one sector is poised to benefit from both measures. Calling it the "Rodney Dangerfield" of renewable energies, Greg Reid, director of Clean Technology at Wellington West Capital Markets, says geothermal doesn't get a lot of respect right now—but that's about to change. In this exclusive interview with The Energy Report, Greg discusses how the political push, and monetary allocation, for clean energy are aligning the political and social stars over geothermal.
Obama’s Energy Revolution: It’s Clean, It’s Green, and It's Right Now
Lithium batteries could be part of the answer to increasingly expensive oil, energy dependence on foreign suppliers and global warming. Now, with the big push to renewable energy and far less reliance on fossil fuels, a market is starting to develop in the United States for more advanced batteries. . . So where will America's much-needed lithium come from?
Victor Goncalves: Green—the Color of Money
Everybody's talking about renewable resources and going green; but we have yet to see a meaningful shift away from fossil fuels to alternative energies. With energy security now the prevailing agenda of countries all around the world, investors are looking to position themselves in the 'right' renewable. In this exclusive interview with The Energy Report, Victor Goncalves, editor of the Equities and Economics Report, weighs the various alternative energies and shares three hot opportunities he sees emerging in this space.
George Topping: Sovereign Stockpiling Underway
With the prospect of 30 million pounds of uranium evaporating from the supply lines four years hence, Blackmont Capital research analyst George Topping sees sovereign stockpiling already beginning to make itself felt on the demand side of the equation. In this exclusive interview with The Energy Report, George says he sees the price nudging up to $65 by the end of this year, then to $70 in 2010, $80 in 2011 and $100 within five years.
Michael Hall: Natural Gas - A Victim of Its Own Success
Where's the price of oil and gas going? The volatility in the today's market is unprecedented for commodities, which Michael Hall, lead publishing analyst at Stifel Nicolaus Research Team, believes will elicit a big spike in price. In this exclusive interview with the Energy Report, Michael sifts through theories and trends in the hyper-cyclical oil and gas business and discusses future implications of declining rig counts and what that means to domestic energy.
Malone Mitchell: Energy and Opportunity Overseas
With more than 25 years in the business, Malone Mitchell, chairman of TransAtlantic Petroleum Corp., has not only endured but also prospered through seven downturns, turning assets he bought in the 1998 down cycle into billions. In this exclusive interview with The Energy Report, he discusses the business service modifications that enabled TransAtlantic to corner some select foreign markets, likens operating in Morocco and Turkey to operating in Texas, defines what he calls a 'friendly hostile bid' and explains why he's been waiting 23 years for this situation.
Marshall Adkins: Natural Gas: Weakness Borne of Strength
Ironically, terrific strides in productivity are making life miserable and the outlook bleak for the U.S. natural gas industry. Dazzling technological advances coupled with exponential production increases in shale wells have flooded the U.S. with an over-supply of natural gas at the same time that economic woes are driving consumer and industrial demand into the ground. Too much of a good thing does not make a pretty picture. In fact, J. Marshall Adkins, who leads the energy research team at Raymond James, thinks it's pretty ugly. On a more positive note, he tells The Energy Report readers that oil fundamentals remain strong and his firm is as bullish as it can be on oil's long-term future.
Mickey Fulp: “Expect New Uranium Production out of Wyoming in Next Two Years”
Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp returns to tell The Energy Report readers about his growing Primer for the Lay Investor and share his musings on plays taking shape in uranium (Athabasca, Wyoming and New Mexico) and natural gas (southern U.S. and central Texas).
Lou Paquette: Uranium — Positive Supply and Demand Fundamentals Unchanged
The Energy Report caught up with newsletter writer and commentator Lou Paquette (Emerging Growth Stocks). He believes uranium has the supply and demand fundamentals needed to thrive, and shares some of his favorite mining companies that are well positioned to ride out these turbulent times.
Doug Casey: Opportunities Amidst Crisis
Bullion and oil appear in the lineup of power players that Doug Casey thinks investors can count on as the world slips deeper and deeper into what he calls the “Greater Depression.” However, in this exclusive interview with The Energy Report, Casey sees a silver lining in the clouds of crisis—opportunity—and expresses optimism that technological advances, coupled with capital rebuilding once over-consumption runs its course, will prevail eventually.
Brian Tang: Oil Supply and Uranium Demand
Founder Brian Tang and the Fundamental Research crew are back this week, offering a value-based perspective on natural resource investment. In this exclusive interview with The Energy Report, FRC provides its macro view on mining, oil and gas and recommends an up-and-comer in the uranium space.
Oil and Uranium High on Peter Grandich’s Shopping List
Veteran Wall Street watcher and investment adviser Peter Grandich, creator and producer of The Grandich Letter, broke away briefly from his recent blogging to tell The Energy Report readers what he likes looking forward – oil (between $35 and $40), uranium and. . .Canadian banks.
Jim Letourneau: Opportunity in Uncharted Waters
As a geologist and investor, Jim Letourneau, editor of Big Picture Speculator, has a unique perspective on the energy sector. An admitted optimist, he claims to be "short term bullish, medium term terrified and long term bullish." In this exclusive interview with The Energy Report, Jim discusses the irregular flow of today's markets, where to drop anchor for some good short-term returns, and why he foresees a more sustainable balance in oil going forward.
Marin Katusa, Casey Research: The Future of Energy - Diversify Supply
Uncovering early stage opportunities in the junior resource sector is no problem for Marin Katusa, senior editor of Casey Research’s Energy Division. Using a combination of boots on the ground and a diagnostic resource market tool that he created, Marin can easily analyze and compare hundreds of investment variables to determine the best investments and most promising private placement offerings. In this exclusive interview with The Energy Report, Marin shares his macro view on the energy sector, trends he anticipates in 2009 and major market forces that will drive energy in 2009 and 2010.
James Passin Sees Solutions That May Fuel Nuclear Renaissance
Commenting on what he views as an inevitable hike in commodity prices—and an equally inevitable shift into inflation—James Passin considers a nuclear renaissance a sure bet too. In this exclusive interview with The Energy Report, Passin, the co-founder and portfolio manager of Firebird Global Master Fund, Ltd. and Firebird Global Master Fund II, discusses a couple of major technological breakthroughs that promise to improve nuclear safety and address environmental concerns. He likes the opportunities he sees in companies involved in nuclear plant construction and the nuclear fuel cycle.
Sheldon Inwentash: Opportunities Abound in Uranium Sector
With more than 20 years of experience in the investment industry, Sheldon Inwentash, chairman and CEO of both Mega Uranium and Pinetree Capital, sheds some light for The Energy Report on what he sees as "tremendously positive signs" for the future of uranium. Inwentash says this is one of the best buying opportunities we'll ever see because there are so many companies with qualified assets trading at a discount to cash.
Alan Knowles, Haywood Securities: Finding that Elusive Bottom
Haywood Senior Oil and Gas Analyst Alan Knowles says we haven’t seen a bottom yet, advising investors to watch the large companies when the market strengthens again. Meanwhile, demand continues to slide as OPEC plays catch up on a series of announced production cuts. And a pilot project involving a new oil sands technology is exceeding expectations; Knowles explains the significant advantage of upgrading oil in situ and foresees a bright future for the company that patented it.
Roger Wiegand, Trader Tracks: Oil Prices Create Industry Havoc
Seeing beyond the blind curves of bailouts and meltdowns takes the keen vision of a veteran market observer, Roger Wiegand, Editor of Trader Tracks. In this exclusive interview with The Energy Report, Roger gives us his latest thoughts on the bumpy road ahead and where he sees opportunities in the energy sector.
Mickey Fulp, "Mercenary Geologist": Hanging His Hat on a Uranium Explorer
"Mercenary Geologist" Mickey Fulp has 29 years of field experience as an economic geologist evaluating exploration and mining projects throughout the Americas and China. He's a proponent of the “Boot Leather and Drilling” style of exploration. In this Energy Report interview he gives us his take on the prospects for the uranium sector and insights into his favorite junior.
Analyst Mark Leggett: Oil Price Limbo: How Low Can It Go?
In this exclusive interview with The Energy Report, Mark Leggett, BMO Capital Markets’ oil and gas analyst for Canada, talks about oil sands plays and how today’s oil prices affect them. He says that may not yet have bottomed out, but longer term he sees restored demand growth that will cause prices to climb again.
Denis Brady: Beryllium May Be New Kid on the Nuclear Block
In this exclusive interview with The Energy Report, Denis—who formerly owned a beryllium metalworking and specialty alloy processing company—discusses hot prospects for this unusual material, which is simultaneously stiff and light, nonmagnetic and transparent to x-rays, with a modulus of elasticity almost 50% greater than steel with only one-fourth the weight and an extremely high melting point of 2349°F.
Kevin Bambrough, Sprott Resource Corp.: "Unbelievable Values in the Public Markets"
In this interview with The Energy Report, Sprott Resource Corp. President and CEO Kevin Bambrough—who is also Market Strategist for Sprott Asset Management Inc.—talks about signs of decoupling he sees, commodity price fundamentals he doesn’t see, and a catalyst to reignite the markets he hopes to see. He also talks about once-in-a-lifetime opportunities in the resource sector on the horizon for investors.
Going Underground for Hot Buys
John McIlveen, a veteran securities analyst specializing in renewable power, turns The Energy Report on to a hot but hardly new source of energy in this exclusive interview. Geothermal power runs 24/7, is clean, cost-competitive and ready now. McIlveen, who recently joined Jacob & Company, an independent investment bank providing financial services to the renewable power sector, shares the names of some small geothermal companies with big multiples in their future.
Brien Lundin: The Hazardous Transition from Deflation to Inflation
As difficult as it may be for precious metals investors to sit on their hands, that may be the best “action” for surviving this hazardous transition from deflationary to inflationary times. Gold Newsletter Editor Brien Lundin explains why it is absolutely inevitable that inflation will trigger a rise in gold and hints that a December “surprise” could end the waiting game. He also believes uranium’s long-term story remains bullish, but it’s not going to develop as quickly as everyone had hoped during the ‘urani-mania’ a couple of years ago. While his advice is to let this round of deleveraging and deflation end before making any serious plays, he names a few bargains that stand out even in a downturn.
Rick Rule on Commodities: Be Prudent, Study Hard, and Take Advantage of Volatility
Legendary investor Rick Rule, founder of Global Resource Investments, began his career in the securities business in 1974, and has been principally involved in natural resource security investments ever since. In this edited transcript from a presentation for clients, Rule shares his thoughts on the current situation.
John Pugsley: Exposing Some of Stealth Investing’s Energy Secrets
Ongoing education, excellent connections and a wealth of experience combine to give John Pugsley, editor of Stealth Investor, insights that are both compelling and provocative. He talks about the importance of patience, a focus on fundamentals and the criteria he’s using to identify the next wave of winners.
Roger Wiegand: Oil to Reach New Highs by Year End
Despite severe economic turmoil, demand for oil is rising significantly—in fact, it will land somewhere in the range of $150 to $157, according to Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand takes a close look at the untamed commodities bull and names some of his favorite buys.
Analysts' Oil Forecasts Wildly Off Base
Gasoline inventories declined by a larger-than-expected 5.9-million-barrel margin last week, despite analysts' forecasts for a 3.5-million-barrel drop...In all, analysts were 1-for-4 on forecasts this week...
Pierre Lassonde: Moving Sideways Toward the Next Upside
Veteran gold analyst and mining executive Pierre Lassonde knows this sector inside and out. In this exclusive interview with The EnergyReport, he predicts limited downside given the accelerating demand for natural resources and shares his favorite companies, including his favorite oil stock.
Extended Tax Credits Should Cause Solar Stocks to Heat Up
Given the renewed selling in solar stocks to start this week, it seems investors and traders were losing hope that this bill could pass because of the enormous financial obligations the American people are likely to take on to save Wall Street from itself.
U.S. Uranium Sector Resurgence Stymied by Public Ignorance of Metal's Benefits
Texas-based Mestena Uranium Vice President Paul Goranson asserts that the "U.S. provides a tremendous opportunity for securing domestic supply." However, he added, domestic uranium production "isn't going to meet demand any time soon."
Peak Oil and Nuclear Power
Having finally accepted the fact that we aren’t going to have fossil fuels for transportation forever (and probably not at an acceptable cost within 10 years), what can we do?
China Overtakes UK in List of Most Attractive Countries for Renewable Energy Investment
By contrast with the UK China met its expected renewable capacity of 5GW by 2010 three years early, and Ernst & Young expect its 2020 target of 30GW to be exceeded. The top three places in the table were unchanged – the US is still the most attractive country for investment in renewables followed by Germany, which set out a comprehensive feed-in tariff framework in a short space of time, and India.
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