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More Streetwise ExclusivesPhil Weiss: Best Advice? Integrated Oil Co's Source: Brian Sylvester of The Energy Report 06/08/2010
The economic recovery that will drive up oil prices is still at least a year away, says Argus Research senior analyst Philip Weiss in this exclusive interview with The Energy Report. He generally favors the sector's big players, but you will have to keep reading to find out which ones make Phil's cut.
Carmel Daniele: Put Cash in Colombia's Oil and Brazil's Iron
Whether it's oil in Colombia or potash in Peru, financial guru Carmel Daniele is always looking for ways to improve the fortunes of her namesake CD Capital Private Equity Natural Resources Fund. In this straightforward interview with The Energy Report, Daniele shares with us her favorite emerging markets and investment opportunities.
Sven Del Pozzo: Ban BP but don't Expect Offshore Ban
In this candid interview with The Energy Report, Oil and Gas Analyst Sven Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking.
Matt Badiali: A Great Resource Bull Market
S&A Resource Report Editor Matt Badiali likes big oil. While opportunities abound for service companies and enhanced oil recovery producers, Matt's happy to earn 10% in trusts during the nat gas doldrums. "In one of the greatest bull markets of all time," he tells The Energy Report in this exclusive interview, "you've got to have exposure—you absolutely must."
Peter Cox: Green Energy Finding Its Legs
"Green" energy is clearly here for the long haul. People everywhere are demanding new forms of clean energy, while governments decide how to deliver it and companies seek ways to satisfy the need. The Energy Report talked with GreenTech Opportunities Analyst Peter Cox about recent developments in the nascent sector and the investment opportunities they're creating. Cox offers his exclusive take on what's ahead and how to jump on what's coming down the pike.
Eric Nuttall: Maximizing Oil and Gas Investments
"If you want to talk about the Gulf and the oil leak in terms of investment, I think it's creating some pretty interesting investment opportunities," says Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund. The straight-shooting Nuttall never fails to opine or shine as he explains why onshore oil plays are solid investments and talks oil and gas juniors, shales and prices in this exclusive interview with The Energy Report.
Adam Michael: Exciting International Oil and Gas Opportunities
Oil and Gas Analyst Adam Michael is excited—in some cases very excited—about a lot of things in his sector, including Turkish gas and Latin American oil plays. He even gets excited about long-term oil price fundamentals. Just don't ask him about the domestic oil and gas market. It's just so yesterday's cycle.
Victor Gonçalves: Betting on the Raw Materials
Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes.
Mickey Fulp: Bullish on Uranium and Rare Earths
Mickey Fulp, "The Mercenary Geologist," in this exclusive interview with The Energy Report, tells us why his eyes are on uranium right now and how the unique niche rare earth market is heating up and still at early stages, providing potential investment upside.
Gissen and Berol: Uranium Demand Outstrips Supply
Malcolm Gissen and Marshall Berol see uranium demand, and a corresponding price increase, continuing in the coming years as more nuclear power plants come online. In this exclusive interview with The Energy Report, Malcolm and Marshall talk about a wide range of opportunities in the energy sector.
Gordon Monk: The Global Movement Toward Green
In this exclusive interview with The Energy Report, Gordon Monk of Performance Capital Advisors discusses the worldwide movement toward green energy. Gordon explains how cobalt and lithium are linked to solar and wind power and why he prefers primary cobalt producers over those that obtain cobalt as a byproduct of other operations.
Michael Berry: Uranium - Part of the Energy Solution
Discovery Investing pioneer Dr. Michael Berry says uranium has to be part of the solution if President Obama's plan for more nuclear reactors is going to be successful. In this exclusive interview with The Energy Report, Michael talks about the need for more uranium mining in the U.S., and why investing in energy metals is a safer bet than investing in industrial metals.
Gianni Kovacevic: China Growth and Energy Profits
China is building an impressive amount of infrastructure," notes Kovacevic Consultants Principal Gianni Kovacevic, who forecasts continuing demand for, and increasing upside in, energy and resource stocks. In this exclusive interview with The Energy Report, Gianni explains how China's infrastructure boom will continue, presenting great opportunities for investors.
Mark Leggett: No Substitute for Oil on the Horizon
In this exclusive interview with The Energy Report, BMO Capital Markets' Oil and Gas Analyst Mark Leggett says that the infrastructure isn't in place to allow natural gas to become a tangible replacement for oil any time soon. Mark is also still a big fan of oil sands projects in Canada and says that production from those projects can help meet the demand for oil in the coming years.
John Licata: The Case for Natural Gas
Many analysts say that there still isn't enough demand for natural gas to make it a smart investment opportunity. John Licata, chief investment strategist at Blue Phoenix Inc., disagrees, in this exclusive interview with The Energy Report.
John Kaiser: Game-Changer on Rare Earths Horizon?
Kaiser Bottom-Fish Report editor John Kaiser, caught for this exclusive Energy Report interview as this year's PDAC was winding down, suggests that the bigger the event grows, the fewer the opportunities to pick up buzz during informal networking. Still, he did come away with a bit of news that may be a game-changer in the rare earth elements space.
Rick Rule: Energy Bull
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . .
Marin Katusa: Winning the Game with Zero-Risk Capital
The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.
Siddharth Rajeev: Don't Count Out Old King Coal Yet
Siddharth Rajeev, vice president of research for Fundamental Research Corp., talks about several of the bright spots he sees on the economic horizon in this exclusive interview with The Energy Report. Sid anticipates recovery in 2010, longer-term growth in demand for uranium, continuing strength for rare earth metals and even new faces on the coal front.
Lawrence Roulston: An Answer Is Blowin' in the Wind
In this exclusive Energy Report interview, GreenTech Opportunities editor and publisher Lawrence Roulston talks about how a virtuous circle of alternative energy is in motion and gaining momentum. Reduced costs lead to further research and development, improvements in technology, industry expansion and greater economies of scale, which lead again to lower costs, more innovation, more industry growth and cheaper energy, and round and round it goes.
Frank Holmes: Emerging Markets' Growth and the Resources Boom
It takes vast quantities of natural resources such as gas and oil to copper and zinc to build infrastructure to accommodate explosive growth in population, upward mobility, urbanization and industrialization in developing economies. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Energy Report interview, adapting nimbly and rationally is the key to staying in the game and names some resource companies he feels are well positioned to win.
Victor Goncalves: Fundamental Shifts on the Horizon for Energy
Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Energy Report, talks with us about what he thinks "being green" means for energy. It's more than having a smaller carbon footprint, and more about using energy efficiently. He's enthusiastic about the prospects for rare earths, saying they are going to be a "huge phenomenon."
Tom MacNeill: Saskatchewan Leading the Resources Boom
Tom MacNeill, Chairman and CEO of 49 North Resources Inc., is gung-ho about the prospects for Saskatchewan and the early-stage opportunities in the now-flourishing resources sector. As he tells readers in this exclusive Energy Report interview, he's thrilled to be facilitating the inflow of investment capital to further dynamic junior resource projects in everything from oil and gas to uranium and coal.
Mickey Fulp: Race to Rare Earths Heats Up
Mercenary Geologist Mickey Fulp says that 2009's "flavor of the year"—rare earth elements—will sport that same label in 2010 in this exclusive interview with The Energy Report. Mickey likes the integrated mine-to-market players, and is bullish on uranium, too, but finds it scary to see likes of Kazakhstan emerging as the world's top supplier.
Steven Li: Mergers Abound in Geothermal
Which alt energy source to invest in? One that runs 24/7, according to Steven Li, Senior VP of Technology & Clean Tech at Raymond James. "With geothermal it's always there, all the time," says Li, who examines key drivers for geothermal development in this exclusive interview with The Energy Report.
Porter Stansberry: Pockets of Promise in Natural Gas and Oil
Stansberry & Associates Investment Research founder Porter Stansberry definitely likes the looks of natural gas in emerging markets. As for oil, Porter expects it to do very well if inflation follows what he sees as inevitable declines in the value of the U.S. currency. Read on to learn what he describes in this exclusive Energy Report interview as "probably the best opportunity for oil investors in a very long time, maybe 40 years."
Keith Schaefer: Oil and Gas in 2010
"If gas stays in the $5–$6 range, that's what I would call purgatory," says Oil & Gas Investments Bulletin writer Keith Schaefer, adding "and anything less than that would just be hell." Learn about new technologies that are greatly increasing the amount of recoverable oil in the world and find out why Keith warns investors to be very, very selective, particularly in Canadian natural gas stocks in this exclusive interview with The Energy Report.
Greg Chornoboy: Size of the Prize May Be Worth the Wait
Jennings Capital VP and Senior Oil & Gas Research Analyst Greg Chornoboy shares his take on the prospects for prices in oil and natural gas—and what he sees driving those prices—in this exclusive Energy Report interview. Greg favors large, well-capitalized companies for natural gas, while for oil he leans toward what he calls "embryonic" juniors with overseas properties in politically stable jurisdictions.
Roger Wiegand: It's Not a "Buy and Hold Forever" Sector
Trader Tracks editor Roger Wiegand tells The Energy Report readers in this exclusive interview that while a short-term surplus in oil and natural gas supplies doesn't appear to bode well for expectations of rising prices, the inflationary outlook outweighs the fundamentals. The veteran prognosticator says inflation alone could drive oil up to as high as $100 a barrel.
Green's Looking Lush to Lawrence Roulston
With interest in alternatives to traditional, non-renewable sources of energy picking up steam around the globe, GreenTech Opportunities' editor and publisher Lawrence Roulston says investors in the sector may realize spectacular rewards. As he tells The Energy Report in this exclusive interview, he particularly favors enterprises on the brink of bringing breakthrough technologies to market—technologies that hold the key to making alternative energy production more economical, more efficient and more reliable.
James Passin: Betting on Beryllium
James Passin, co-founder and manager of Firebird Global Fund and Firebird Global Fund II, in this exclusive interview with The Energy Report, discusses beryllium and its energy, military and industrial applications. He also describes a burgeoning beryllium-uranium mix oxide fuel technology on the horizon, with the "potential to revolutionize nuclear power by creating a safer and more efficient fuel."
Fadel Gheit: Oil Prices to Remain Inflated, but Don't Pass on Gas
Ranked #3 on Forbes' Best Brokerage Analysts for 2009, Oppenheimer Senior Analyst Fadel Gheit sat down with The Energy Report to shed light on existing conditions in the oil and gas sector. In terms of oil prices, "financial players are more in control now than oil companies or OPEC," according to Fadel, who is currently more bullish on gas than on oil. "Despite the fact that gas stocks gained significantly this year," he says, "we think the upside potential remains great."
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