Streetwise Reports' Article Archives — March 2012 back to current month (49)
Profit from the High-Liquid Montney Play (03/30/2012)
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players."
Nat Gas Inventory in Record Territory (03/30/2012)
"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."
Oil and Gas: A Tale of Two Prices (03/30/2012)
"How can the price of oil be declining, yet the price of gasoline remain so high?"
How to Play the Cleantech Energy Boom: Pavel Molchanov (03/29/2012)
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space.
The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence (03/29/2012)
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel."
Energy Metals Bonanza: Chris Berry (03/27/2012)
It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium.
Crude Supply and Retail Price Not Related: AP (03/27/2012)
"The conclusion of the AP article is very clear: U.S. production of oil has no impact on the price of retail gasoline in the U.S."
How Utilities Are Boosting Natural Gas Prospects (03/26/2012)
"Low current prices are allowing electricity managers to plan multiyear cost projections. That, in turn, is propelling the intensified replacement of aging capacity with new gas-fueled plants."
Nuclear Back on Track After Fukushima 'Speed Bump' (03/26/2012)
"Twelve months after the Fukushima nuclear disaster, industry players say it is almost back to business as usual."
Oil ETFs with a Twist (03/26/2012)
"There are a number of other lesser known options that deliver unique ways to bet on energy prices."
Poll: Americans Support Hydraulic Fracturing by More than 2-1 Margin (03/25/2012)
"Nationwide, Americans strongly support more energy development and believe consumers will ultimately benefit."
Next-Generation Nuclear Power: Thomas Drolet (03/22/2012)
Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it.
Chinese Potash Contracts Give Market Hope (03/22/2012)
"China's activity in the potash sector has brought mixed reactions to the potash market in early 2012. But with the first week of spring upon the Northern Hemisphere, the promise of record grain prices has kept sentiments high as farmers begin entering the market."
Uranium Stocks Bounce Back on Nuclear Renaissance (03/21/2012)
"Already up as much as 30% from 2011 lows, rising demand for nuclear energy and a dearth of uranium supplies will soon conspire to push companies back to their pre-Fukushima levels."
How to Profit from the Energy Efficiency Boom (03/21/2012)
"Companies in this segment could be key components in a time of high energy prices, helping to stretch supplies in all forms of energy."
Why the US Desperately Needs an East–West Oil Pipeline (03/21/2012)
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down."
US Navy Sails 1,200 Miles on Algae Biofuel (03/21/2012)
"The U.S. Navy Frigate fleet ship USS Ford sailed from its homeport in Everett, Wash., down to San Diego using 25,000 gallons of the company's Soladiesel blended in even proportions with F-76 military diesel."
The Bullish Case for Large-Cap Oil Stocks: Fadel Gheit (03/20/2012)
With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth.
Perils and Profits in Offshore Drilling (03/20/2012)
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved."
The German Renewable Revolution (03/19/2012)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power."
Oil Bull Market Is No Place For MLP ETF Investors (03/19/2012)
"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."
PetroDollars: The EU and Canada Making Peace over Oil Sands (03/19/2012)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe."
Officials Keen to Make Region a Center for Aviation Biofuels (03/17/2012)
"Efforts are underway from Olympia to Congress to help jump-start the nascent industry and to bring prices of jet biofuel down to earth."
Profit with Undiscovered Oil and Gas Plays: Josh Young (03/15/2012)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value.
From Landfills to Lamborghinis: The Future of Biofuels (03/14/2012)
"The biofuels industry reckons household and office rubbish will be the most promising source for biofuels in 2012."
Rising Fuel Costs and the Next Revolution (03/14/2012)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy."
The Challenge of US Energy Self-Sufficiency (03/14/2012)
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources."
Uranium Markets Evolve: Geordie Mark (03/13/2012)
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
The Story Behind US Gas Price Pain (03/13/2012)
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?"
Master Limited Partnerships: Yorkville's High Income MLP ETF Debuts (03/13/2012)
"The new ETF will seek to replicate an index that consists of Master Limited Partnerships (MLPs) generally engaged in the storage and transport of natural gas and petroleum-based fuels."
How To Invest in LNG Shipping (03/11/2012)
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?"
MLPs Natural Gassed Again (03/10/2012)
"MLPs stagnated Thursday, as natural gas supply reports came in higher than expected."
The Nuclear Revival: Mark Lackey (03/08/2012)
Emerging from the shadow of Fukushima, the nuclear sector is on the cusp of a comeback, according to Mark Lackey, chief investment strategist with Toronto-based Pope & Company. Nuclear plants have been reopened, and as many as 200 new plants worldwide are scheduled to come online. At the same time, uranium supply shortages loom on the horizon, making for bullish fundamentals for uranium miners. Lackey's faith in the coal sectors also burns brightly. He reveals his favorites in both sectors in this exclusive Energy Report interview.
Platform Hopping in the North Sea (03/08/2012)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential."
What Someone Needs to Ask the Presidential Candidates (03/07/2012)
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?"
US Must 'Hustle' to Reach 36B Gallons of Biofuels by 2022 (03/07/2012)
"The U.S. can meet President Barack Obama's goal of producing 36B gallons of biofuels by 2022, but it better get moving."
Should We Subsidize Natural Gas Engines? (03/07/2012)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan (03/06/2012)
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.
The LNG Shipping Sector: High Demand, High Profits (03/06/2012)
"LNG has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector in the global shipping industry, as day rates are soaring for these large ocean tankers."
Fertilizer Industry Pins Hope on Urea Price Hike (03/06/2012)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce."
Industry's Next Big Thing May Be Small Tweaks (03/06/2012)
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come."
Will Oil Continue Heading Higher? (03/06/2012)
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage."
Dollar and Oil Hold Clues About the Future (03/05/2012)
"While gold has pulled back sharply, the likely move lower in the coming weeks and months will offer a strong buying opportunity for investors that are patient."
Consensus $200 Oil (and That's a Lowball Figure) (03/05/2012)
"Oil will remain constrained and subject to intense price volatility. The resulting strategy we have constructed to confront these market developments provides significant upside to investors. The further prospects, however, speak of an expanding base of new energy sources, first of all shale."
Bankers Win, Investors Lose (03/04/2012)
"The equity issued, combined with mixed earnings results and falling commodity prices, led to MLP underperformance this week, but MLPs did fine compared with energy stocks."
Disclosing More Detail About Fracking Chemicals Might Be Wise (03/02/2012)
"Matthew Watson, senior energy policy manager for the Environmental Defense Fund, said the industry has made good progress in making information available about frack fluids. But it's not enough."
What Powers China (03/02/2012)
"What does it take keep the world’s largest consumer of energy powered? National Geographic photographer Toby Smith spent two years deep inside of China in search of this answer, and found a country that relies on much more than coal for its energy."
Nuclear Power Is on an Upswing: Jeb Handwerger (03/01/2012)
Despite the Fukushima setback of last March, nuclear power is not a dinosaur industry of the past, according to Jeb Handwerger, editor of Gold Stock Trades. In fact, he believes the world is reawakening to the need for nuclear power generation, which demands increasing amounts of uranium. The big-percentage returns on uranium will come from the near term U.S. domestic producers and junior exploration companies in the Athabasca Basin, and in this exclusive interview with The Energy Report, Handwerger shares his favorite names that could return huge multiples.
The Dawn of the Natural Gas Era: Stephen Taylor (03/01/2012)
New oil harvesting technologies first perfected in the Bakken are opening up production around the world. Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, is excited about the prospects for several New Zealand-based efforts. He's also optimistic about the dawning of a new age for natural gas as the chemical sector steps in to prop up slumping prices in this exclusive interview with The Energy Report.
More Archives
2023Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
