Streetwise Reports' Article Archives — May 2012 back to current month (60)
Biggest Value for Agricultural Investors Revealed: Steve Hansen (05/31/2012)
Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia.
Coal and Shale Gas: American's Energy Siblings Are Locked in Rivalry (05/30/2012)
"Coal is the reigning champ is this competition, having provided at least 50% of the electricity consumed in the U.S. for many decades. Natural gas and renewables contribute to help meet peak-demand needs, but neither has come close to challenging coal's grip on power."
Oil Price Forecast: Expect Oil Prices to End the Year Higher (05/30/2012)
"Forecasts for oil prices in the second half of 2012 and on into 2013 are varied, but there's one point on which virtually all agree: Oil prices won't be going down."
Canadian Oil Explorers Pump Profits Abroad: Frederick Kozak (05/29/2012)
Smaller Canadian-based companies are exploring and producing in countries all over the globe, in areas that may present even greater returns in the coming years. Frederick Kozak, oil and gas research analyst at Canaccord Genuity, draws on nearly 30 years of experience in the field to focus on investment opportunities in locations ranging from New Zealand to Colombia and Egypt. In this exclusive interview with The Energy Report, he discusses hospitable jurisdictions (it's not what you think) and which companies are flourishing in them.
What This Global "Texas Standoff" Means for Oil Price (05/25/2012)
"The rising tension between Tehran, on the one hand, and Washington and Brussels, on the other, is still the single most serious geopolitical element impacting the global oil market today."
Is Natural Gas a Deflation Catalyst? (05/25/2012)
"While a conversion to natural gas has been difficult in the past, we may have the perfect storm of price, technology and politics to propel this initiative to wide adoption."
Investing in the Eagle Ford Shale Oil Play (05/25/2012)
"Eagle Ford production will continue to rise—production is forecast to jump to 1.2 Mboe/d in 2015—with a surge in drilling permits."
Uranium Is a Deep-Value Sector: Alka Singh (05/24/2012)
Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon.
New Facilities Spotlight Next-Generation Biofuels (05/24/2012)
"Advanced biofuels makers are entering a crucial make-or-break period with the first of a new generation of production facilities about to come on-line."
Science Is the Center of GOP/Obama's Latest Uranium Mining Battle (05/24/2012)
"The House Natural Resources Committee Chairman Rob Bishop said federal agencies 'grossly overestimated' the impacts of uranium mining to justify a 20-year ban on new uranium development on 1M acres in northern Arizona."
Britain's Energy Plan Will Add to Nuclear Capacity (05/23/2012)
"Britain's proposals would guarantee prices for low-carbon electricity and pay producers for backup supplies when renewable sources like wind power fail to meet demand.
MLPs = Good Returns in All Markets: Darren Schuringa (05/22/2012)
With interest rate yields so low, it's not surprising that more investors are flocking to the excellent income and relative downside stability afforded by Master Limited Partnerships and related ETFs. In this exclusive interview with The Energy Report, Darren Schuringa, portfolio manager at Yorkville Capital Management, tells us about MLP sector performance and explains why this arena provides an excellent balance of income and upside potential in a variety of market environments.
Will Algae Biofuels Hit the Highway? (05/22/2012)
"An Arizona-based algae technology company says it's on to something big: harnessing the growth of algae at a commercial scale so that it can ultimately be used as a transportation fuel."
Oil Drops on Iran's Agreement to Allow Nuclear Inspectors (05/22/2012)
"Crude slipped as agreed to let Western nuclear inspectors into the country, easing concern that the conflict over its atomic energy program would disrupt Mideast supplies."
Here Come the Aussies (05/22/2012)
"Don't look now, but the order is about to see a new global leader: Australia! Projections now put the country on schedule to displace Qatar as the world's major LNG exporter."
Time to Buy Oil and Gas Services ETFs? (05/21/2012)
"The influx of hydraulic fracturing created a shale gas production boom in the U.S., and new drilling technologies are playing the key roles in the growth of oil and gas equipment companies."
If You Want to Be a Winner, Follow These Four Rules (05/21/2012)
"Rick Rule capped off predictions for gold, energy and other commodities with four rules successful resource investors must follow."
Natural Resource-Related Stocks Show Promise: Frank Barbera (05/21/2012)
From gold and silver to energy and oil services, Frank Barbera, editor of The Gold Stock Technician Newsletter, sees a bright future for commodities and their equities. In this exclusive Gold Report interview, Barbera cites large blue-chip and midtier mining companies, especially those now paying dividends, as favorites and suggests that investors looking to protect retirement savings invest in bond funds outside the U.S.
China's Domestic Natural Gas Production Throttles Back (05/21/2012)
"A combination of less domestic demand and rising imports means that China is cutting back on its own production of natural gas. But there's more to the relationships that lead to this reduction."
The Recovery Is an Illusion: John Williams (05/18/2012)
John Williams, author of the ShadowStats.com newsletter, shines light on his interpretations of the GDP, CPI, unemployment and other government statistics in this exclusive Gold Report interview from the recent Recovery Reality Check conference. Highlights include what the money supply measures tell him and why QE3 will be a hard sell.
Investing in Alternative Energy Stocks: Five Solar Power Winners (05/18/2012)
"It has been a tough year for solar power. Solyndra famously imploded, the price of polysilicon dropped 60% and a glut of natural gas has made it the 'new' alternative energy source. But make no mistake about it: Solar power stocks are going to be long-term winners."
Two Culprits in the Oil Demand-Pricing Disconnect (05/18/2012)
"As we wait for a 'floor' in the price of oil, the pundits continue to talk about declining oil demand in the U.S. and Europe. But the figures are beginning to tell us something very different—at least on one side of the pond."
MLP Thoughts: Last Week, Dubbed (05/18/2012)
"This week's MLP price action felt like a crappy copy of last week. Similar, but worse."
Lithium Demand Will Rise Significantly: Mansur Khan (05/17/2012)
Lithium is lightest of all metallic elements, with low density and high electrochemical potential. These are essential characteristics that make the element especially suitable for use in various power-storage applications, including electric vehicles (EVs). In this exclusive interview with The Energy Report, Equity Research Analyst Mansur Khan of Dundee Capital Markets talks about his favorite junior lithium stocks that he expects to be major beneficiaries of dramatic growth in lithium-ion battery demand over the coming decade.
Water Key to Fracking (05/17/2012)
"Just as with the gold rush, it's going to be the providers of picks and shovels who grow richest, not the prospectors. Clean water is the picks and shovels for the fracking industry."
'Waterless' Fracking: Using LPG for Greater Oil & Gas Recovery (05/17/2012)
"GasFrac is unique in the global fracking industry in that it uses no water, and there is now a growing database that shows its Liquid Propane Gas technology dramatically improves overall oil and gas well recovery."
Japanese Power-Cut Alert Sparks Fears of Nuclear Comeback (05/16/2012)
"Millions of Japanese homes are bracing for a long, hot summer after Japan's government warned a shortage of electricity generation could lead to mandatory power cuts."
British Columbia Adopts Regulation Promoting Use of Natural Gas Vehicles (05/16/2012)
"The Greenhouse Gas Reduction Regulation permits a utility to spend up to CA$62M on vehicle and ferry incentives, up to CA$12M on compressed natural gas fueling stations and up to CA$30.5M on liquefied natural gas stations, for a total CA$104.5M, the ministry said in a statement."
What Lies Ahead for Junior E&Ps: Bruce Edgelow (05/15/2012)
The landscape of the junior oil and gas industry has changed significantly over the last five years. What will the playing field look like five years from now? These are the questions that ATB Financial's Bruce Edgelow will discuss at his upcoming SEPAC Oil & Gas Investor Showcase keynote address, but in this exclusive interview with The Energy Report, Edgelow gives us a sneak preview. Read on as Edgelow examines which industry trends are likely to continue, and what it will take for juniors to attract investment capital in an increasingly competitive market. The only constant investors can expect, Edgelow argues, is change.
Oil-Rich Canada Looks to China for Growth (05/15/2012)
"Chinese investors have beat out U.S. investors in Canada's oil patch every year since 2009, pumping $12.8B into companies and projects since then. British Columbia and the federal government have embarked on a massive push, spending billions of dollars, to retool the country's infrastructure to facilitate more trade with Asia"
Bob Moriarty: A Contrarian's Guide to Volatile Markets (05/14/2012)
Trotting the globe in his unrelenting quest for investing opportunities, Bob Moriarty had just completed a 21,000-mile travel-a-thon when he picked up the phone for this exclusive interview with The Gold Report. He liked a lot of what he saw, found plenty of bargains along the way and is willing to name names. Ever the contrarian, he is picking up stocks when everyone else is dumping them; he plans to cash in when the mass of sellers morphs into a mass of buyers and drives prices up.
How You Can Profit From the Market's Next Big Collapse (05/14/2012)
"If you thought the bloodbath was over, think again. Despite falling 50% over the past year, many natural gas stocks are about to enter another major decline. You can use this coming slump to make huge capital gains over the next 12 months."
Geothermal Market to Reach $5.89B in 2017 – Frost & Sullivan (05/14/2012)
"Escalating energy prices and volatile fuel costs are spurring governments consider geothermal power and provide incentives for its development."
The Relationship Between Oil and Stocks—and How to Trade It (05/13/2012)
"Commodities and stocks have been moving closely together since the 2008 financial crash. But this relationship is starting to hit the rocks, with stocks moving higher and commodities moving lower. In this nervous market, you might assume that stocks will begin to drop with commodities, but I propose a different likelihood."
Nanotech Breakthrough Delivers 'Cleaner' Oil (05/12/2012)
"Researchers recently invented tiny sponges that can soak up huge amounts of oil. I predict that, in as little as a decade, these 'nanosponges' will help the U.S. become more energy independent."
MLP Week Thoughts: Graped (05/12/2012)
"There were lots of market headwinds this week, with oil, gold and stocks all down. The MLP ETF, AMLP, had its ex-date Monday, which added to the pressure."
Spot Uranium Prices Should Bottom in 2012: Scotiabank's Mohr (05/11/2012)
"Scotiabank economist Patricia Mohr says the pullback in commodity prices remains relatively mild with signs pointing to a rebound this month."
Casey Research Summit Special Report Part II: Drilling Down into Oil & Gas Prices (05/10/2012)
The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities.
Canadian Coal Moles: Jerome Hass and Jimmy Chu (05/10/2012)
For low-risk returns, Lightwater Partners' Fund Managers Jerome Hass and Jimmy Chu look seaward. Bulk commodities like metallurgical coal, they explain, offer greater stability because a small number of major buyers determine pricing, while shipping logistics provide a yardstick to determine a project's economics. In this exclusive interview with The Energy Report, Hass and Chu talk about how international supply is shifting and which junior stocks may experience a jump in a steady-as-she-goes market.
36 Billion Reasons to Buy Oil Service Companies (05/10/2012)
"Let's say that the average Marcellus well costs $5M to drill and complete. Multiply that by 7,240 wells. That's $36.2B. That's a big number."
Yorkshire Potash Plan Lights Up UK Mining Hopes (05/10/2012)
"Last week saw plans unveiled for what would be Britain's biggest mining venture since the days of coal."
Canada's Deal with China Could Produce a Boom in Uranium Explorers (05/10/2012)
"Cameco and Rio Tinto are predicting a supply shortage within 18 months. The last time this happened the uranium spot price rose to $138/lb."
Why Anti-Fracking Groups Are Shifting Their Story from Water to Air Quality (05/09/2012)
"The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue."
The Great Push for Arctic Oil Continues (05/09/2012)
"The Statoil/Rosneft deal illustrates how greater exploration cooperation around the globe can potentially enable companies to provide greater reassurance to their individual shareholders. But this requires a lot of trust."
Small Uranium Equities Tempt Major Players: Rob Chang (05/08/2012)
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers.
Natural Gas from the Black Sea: A Cause for Optimism (05/08/2012)
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year."
Derivative Manipulation Hits the Oil Market (05/07/2012)
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price."
Rick Rule: Gold Will Do Well as Fiat Currencies Are Debased (05/07/2012)
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it."
MLPs Float on Falling Tides (05/07/2012)
"The sky is not falling and MLPs held steady this week, with the MLP Index down just 0.6%."
Apple Is a Want—Global Resources Are Needs (05/04/2012)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet."
An Oil and Gas Play-by-Play: Chen Lin (05/03/2012)
Chen Lin isn't one for doom-and-gloom prophecies, nor is he particularly interested in energy-related political squabbles. As the title suggests, the publisher of What Is Chen Buying/Selling? is first and foremost a trader, and he's booked the profits to prove it. In this exclusive interview with The Energy Report, the ever practical Lin discusses where to look, when to buy and which names will have him coming back for more later this year.
Catalytic Events Move Energy Stocks: Jocelyn August (05/03/2012)
While high-volume stocks often seem to move on market momentum alone, small- and midcaps usually rise and fall in tandem with their own newsflow. Jocelyn August of Sagient Research Systems has found this to be true in the drug and medical device fields, on which the firm has long been focused, but it's just as applicable to the natural resources industries, including oil and gas. In this exclusive interview with The Energy Report, August discusses which looming catalysts may send a select group of energy stocks higher—or lower.
The Return of Cheap Oil? (05/03/2012)
"Will new energy discoveries and new technology sink oil prices? Will lower oil prices rescue the world from the Great Correction? Maybe, says Porter Stansberry and a good number of analysts and experts."
An Airline Buys an Oil Refinery. Why? (05/02/2012)
"Increasingly, market observers have said that a steady flow of Bakken crude to the East Coast could be the savior of that region's beleaguered refining sector. Delta may be first in line to test that on a consistent basis."
Oil Supply and Demand Outlook Remains Favorable for Producers (05/02/2012)
"Elevated oil prices have little to do with speculation: A tight supply-demand balance ensures that oil prices have ample support."
Good Policy, Good Profits in Natural Gas (05/02/2012)
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations."
Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias (05/01/2012)
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors.
Update on the Shale Gas Revolution, Part 1 (05/01/2012)
"While it may be cheaper to build gas liquifaction and re-gassification plants, their economics will not overcome the huge price differential of products versus raw gas quickly. This could mean that new LNG plants may not be built, in favor of GTL plants."
MLP Index: Worst April Since 2006 Is Still Pretty Good (05/01/2012)
"Expect distribution ex-dates and more equity offerings to hold MLPs down further, until a catalyst like commodity prices or positive economic data changes the current environment."
Incentive Distribution Rights Data (05/01/2012)
"IDRs are not dead. In fact, of the last 10 MLP IPOs, nine had IDRs, including 100% of the last 10 midstream IPOs."
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
