Streetwise Reports' Article Archives — January 2012 back to current month (52)

Triple-Digit Oil Investing and a Natural Gas Price Rebound: Bill Powers (01/31/2012)

Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right.

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MLPs Finish January Positive, But Stocks Winning (01/31/2012)

"This year marks the 5th January out of 17 that MLP Index has under-performed the S&P 500 for January. This is more a virtue of the MLP Index usually outperforming."

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Why Pipeline Politics in Central Asia Are a Boon for U.S. Investors (01/30/2012)

"Recent moves by Russia, Iran and especially China have just improved U.S.-based energy prospects. That's why I'm going to focus on one country many people haven't heard much about: Turkmenistan."

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Warren Buffett's Renewable Energy Investment (01/30/2012)

"With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."

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Congress' Next Bad Idea Would Destroy the Shale Boom (01/30/2012)

"Last week, six members of Congress, led by Rep. Dennis Kucinich, introduced the 'Gas Price Spike Act.' With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."

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Lithium Investment to Power Portfolios: Daniela Desormeaux (01/26/2012)

The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios.

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State of the Union: How to Profit from President Obama's New Clean Energy Challenge (01/26/2012)

"I see three initial questions arising from President Obama having thrown down the 'clean energy challenge' gauntlet: Is it a good idea? Is it attainable? How can investors profit? Let's take a look at-and answer-all three."

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Filling an Energy Order with Chinese Takeouts (01/26/2012)

"China has been hungry to power its country for more than 1.3B residents, and takeouts of commodity-related companies is one way to fill its tall energy order."

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Peering Through Exxon's Looking Glass (01/25/2012)

"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades."

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Iranian Oil Sanctions (01/25/2012)

"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win."

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Obama Will Open Federal Public Lands to Natural Gas Exploration (01/25/2012)

"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'"

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Will Iran Kill the Petrodollar? (01/25/2012)

"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar."

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The President's Big Shout Out to Shale (01/25/2012)

"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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Potash's Current Calm Promises an Exciting Future: Corey Dias (01/24/2012)

Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress.

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India to Buy Iranian Oil with Gold; China May Follow (01/24/2012)

"India has reportedly agreed to pay Tehran in gold for the oil it buys, in a move aimed at avoiding U.S. sanctions that target countries that trade with Iran. China, the number one buyer of Iranian oil, may follow India's lead."

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It May Take a Dragon to Breathe Fire into Markets (01/23/2012)

"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing an energy commodity, there was no looking back."

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Is Nuclear Power Safe Yet? (01/23/2012)

"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource."

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It May Take a Dragon to Breathe Fire into Markets (01/23/2012)

"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing a commodity, there was no looking back."

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Solar Competes with Natural Gas (01/23/2012)

"There's no doubt that there's still plenty of money to be made in solar. You just have to know where to look, and of course, not get caught up in all the hype."

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Week Thoughts: How Low Can Nat Gas Go? (01/21/2012)

"The more interesting question is: How long before it recovers? I'm betting it will be years at this point, and I'm not alone."

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Nuclear Energy Markets Tighten: Edward Sterck (01/19/2012)

Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack.

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Obama's Rejection of the Keystone XL Oil Pipeline Is Pure Politics (01/19/2012)

"Most experts believe the Keystone oil pipeline will eventually get built, but in the meantime, President Obama's decision gives both Republicans and Democrats raw material for 2012 campaign speeches."

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Don't Frack Me Up (01/19/2012)

"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment."

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Oil and Gas Service Stocks: A Different Way to Profit from Shale Boom (01/18/2012)

"Smaller drillers are consistently outshining the lackluster performances of ExxonMobil and friends. That much isn't going to change."

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Congress Has Bigger Fish to Fry than MLPs (01/18/2012)

"This year's report indicates that MLPs are expected to cost the government substantially less in lost tax revenue than was estimated a year ago."

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US Must Change Policies to Take Full Advantage of 'Energy Bonanza': Mulva (01/18/2012)

"The US must adopt new policies if it is to take full advantage of the potential 'energy bonanza' resulting from advances in unconventional oil and natural gas production, ConocoPhillips Chairman and CEO James Mulva said Wednesday."

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Oil and Gas Services Avoid Geopolitical Risk: John Stephenson (01/17/2012)

With oil reserves less and less accessible to western majors, producer stocks can carry significant geopolitical risk. In this exclusive interview with The Energy Report, First Asset Investment Management Inc. Senior Vice President John Stephenson explains why service-oriented companies are smart selections for risk-averse energy investors. No matter what happens in the oil and gas business, the companies doing the drilling have solid prospects in this market environment.

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Nuclear Energy's (Growing) Rebound Potential (01/16/2012)

"All told, despite the political and environmental moves to end nuclear power, the global increase in reactors was inevitable. According to Sergei Kiriyenko, head of Russia's state atomic energy company, the number of plants worldwide will double in the next 20 years."

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2012 Natural Gas Price Forecast: Why to Avoid the 'Widow Maker' (01/16/2012)

"Natural gas has collapsed in price instead of climbing during the peak winter cold months, but this price drop has more to do with U.S. production rising on a year-over-year basis than it does the weather."

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Renewable Energy Stocks that Deliver: John McIlveen (01/12/2012)

Retail and institutional traders invested record amounts in renewable energy producers in 2011, but separating the wheat from the chaff can be challenging. In this exclusive interview with The Energy Report, Jacob Securities' Senior Vice President for Research John McIlveen shares how to pick and choose. For steady dividends, high-yield Independent Power Producers deliver shareholder value, while renewable projects in the developing world offer incredible potential returns. Whatever the project, it's the internal rates of return that matter.

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Small Shale Oil Companies Make Prime Takeover Targets (01/12/2012)

"Small oil companies have become attractive takeover targets because they have something that oil majors like Exxon and Chevron want—expertise in the hydraulic fracking and horizontal drilling methods to extract oil from North America's vast shale reserves."

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India: Land of Energy Opportunity (01/11/2012)

"To electrify all those houses, power the industries that keep all those people employed and fuel the vehicles that more and more Indians own, India's energy needs are shooting skyward."

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Watch It Now: Kent Discusses a High-Stakes Game in Iranian Oil (01/11/2012)

"In his interview with Fox News, Kent Moors explains how geopolitical events are 'the great outlier' in terms of influencing energy prices."

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Energy Investing in 2012: How to Come Out on Top in Volatile Markets (01/11/2012)

"A surge in market volatility and the increased correlation between stocks reflect the primacy of macro developments over stock-specific news and catalysts."

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Your MLP Tax Questions Unanswered (01/11/2012)

"How do you calculate your current tax basis in an MLP from the info provided on a K-1 form?"

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MVP Energy MLPs: John Edwards (01/10/2012)

John Edwards, first vice president covering energy infrastructure master limited partnerships for Morgan Keegan, is bullish for 2012 and well beyond. In this exclusive interview with The Energy Report, Edwards highlights how this sector pairs a low-volatility asset class with stable, secure distributions—a rare combination in today's markets.

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Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast (01/09/2012)

What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight some of the expert insights.

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A Big Round of Energy Sector M&A is Coming (01/09/2012)

"In 2011, we saw signs of renewed activity in mergers and acquisitions among energy companies. This was especially noticeable with oil, gas and midstream providers. Still, what happened last year is nothing compared to what is coming in 2012."

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Could Oil Prices Intensify a Pending S&P500 Selloff? (01/09/2012)

"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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Quick Start Before Flashy Friday (01/08/2012)

"MLPs got off to a solid start to 2012, with the Alerian MLP Index finishing the first week up 1.1% and making new all-time highs the first three trading days."

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Finding Growth in a Flat Energy Market: Tim Murray (01/05/2012)

Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.

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Will Natural Gas Rebound This Year? (01/05/2012)

"Low-cost producers will get the best results when natural gas finally rallies and will stay afloat the longest if prices stay low."

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Energy Stocks Gushing with Growth (01/05/2012)

"2011 was a tough year for many of the energy stocks, especially the smaller explorers. Are exploration stocks about to bust out of the doghouse?"

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Case for Sustained $100 Oil (01/04/2012)

"Last year's unrest demonstrated how major oil-producing regions can significantly affect oil prices. The story is likely to continue into the new year."

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Top Five Energy Mutual Funds (01/04/2012)

"Energy mutual funds are a superior option for forays into the industry as they reduce risks involved by holding widely diversified portfolios."

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Foreign Funding Ushers in a New Era of Profit Opportunities for US Gas Companies (01/04/2012)

"U.S. natural gas companies have found a convenient new way to boost their profits—by drawing in overseas companies to help fund their development projects."

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Oil Companies Big Winners as US Becomes Net Exporter of Fuel (01/04/2012)

"The United States has become a net exporter of fuel for the first time in more than 60 years. That simple fact could drive oil company profits for at least the next decade."

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Should We Be Worried About Iran? (01/03/2012)

"If the Iranian government makes good on its recent threats to stop oil shipments through the Strait of Hormuz, oil prices would shoot up within hours and the price of gasoline in the U.S. would rise by $1 a gallon."

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Finding Profits in Volatile Energy Markets: Nav Malik (01/03/2012)

Fishing for value is no easy task in a stormy economy, but investors can still come up with a profitable catch. Oil and gas analyst Nav Malik of Octagon Capital uses due diligence to identify select value plays with great growth potential. In this exclusive interview with The Energy Report, Malik discusses three cream-of-the-crop picks and a hot new play in the United Kingdom's North Sea.

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Natural Gas Q&A: Lies, Damn Lies, and Statistics (01/03/2012)

"The Energy Information Administration continues to wrestle with the distinction between reserves and extractable reserves."

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Counting Down Washington's Keystone XL Clock (01/03/2012)

"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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How Qatar and Russia Just Improved Our Liquefied Natural Gas Prospects (01/02/2012)

"It may not be on some analysts' radars yet, but this event will likely boost natural gas prices in the United States. And that is something we've been waiting to see for quite some time."

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