Streetwise Reports' Article Archives — June 2012 back to current month (73)

US Could Be Independent of Middle East Oil by 2035 (06/29/2012)

"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."

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Shale Oil Stocks Are Poised to Earn Investors Big Profits (06/29/2012)

"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."

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Six Lithium Companies Chris Berry Likes (06/28/2012)

Chris Berry knows an opportunity when it is rolling toward him. The House Mountain Partners founder sees the potential demand electric vehicles—and their batteries—will bring to the lithium market. While he waits for the impact predicted automotive, energy storage and generation innovation demand will have on the space, he has been busy researching companies using his 10-Point model to determine which juniors have the best chance of making it to the finish line. In this exclusive interview with The Energy Report, Berry names the six companies that stand out from the fleet of explorers trying to stake their ground before they run out of momentum.

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Lithium Demand Will Spike: Daniela Desormeaux (06/28/2012)

Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium's demand timeline. In this exclusive interview with The Energy Report, Desormeaux highlights growth areas in the industry and explains why small-cap lithium producers will have room to compete with the big boys.

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How a Crude Oil Prices Slump Could Bury these Countries (06/27/2012)

"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else."

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What the Price of Gas Tells Us (06/27/2012)

"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."

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Natural Gas Gold Rush: Is Your State Next? (06/27/2012)

"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."

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Look for High-Growth Oil and Gas Juniors: Josh Young (06/26/2012)

Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.

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Tax Breaks May Boost Biofuels (06/26/2012)

"Biofuels subsidies are relevant to an energy policy debate mainly because oil companies retain subsidies. And there's a move afoot that may boost renewables further."

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Oil, Gas Producers Look to Expand Arctic Exploration (06/26/2012)

"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas."

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How You Can Profit from Fluctuating Oil Prices (06/26/2012)

"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom."

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Is An Oil Shock Coming This Summer? (06/26/2012)

"Typically, when the gold/oil ratio starts somewhere in the single digits and then breaks above 14:28 within a relatively brief time frame, one should be on the lookout for an oil shock twelve months after the gold/oil ratio peaks."

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New UK Nuclear Power Plants Could Boost Economy (06/26/2012)

"The construction of a new fleet of nuclear power plants in the U.K. could boost the economy by five billion pounds a year, said a report published by the Institute for Public Policy Research."

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Liquefied Natural Gas Race Getting Thinner (06/25/2012)

"The United States has regulations limiting how much of its natural resources can be exported and to where."

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US Energy Use to Slow, Get Cleaner (06/25/2012)

"The energy landscape in the U.S. has shifted dramatically in recent years. Domestic oil and gas production has increased, while efficiency programs have led to lower consumption."

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The Race for Canada's Pink Gold (06/25/2012)

"A greater reliance on potash promises to virtually double the output of emerging economies' agricultural sectors."

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Calling the Rise in Natural Gas (06/25/2012)

"Once natural gas gets to $3, the power companies start to turn back to coal. But gas really needs to go to $4 before these stocks start to make money."

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UN: Sierra Club Wrong About Natural Gas (06/25/2012)

"According to Kandeh Yumkella, an energy program director at the United Nations, natural gas will play a key role in preserving the global environment and improving the lives of the world's poor."

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Oil Field Services: Three Ways To Invest in the Oil Sands (06/25/2012)

"It's a business that doesn't have much sex appeal, but oil service stocks are forming great-looking charts."

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Yield Hunger Trumps Oil Price Drop, MLPs Uptick (06/24/2012)

"MLPs outperformed most things, on average, this week, even with lower oil prices."

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Self-Fulfilling Prophecies and Their Impact on the Market (06/22/2012)

"The short players have been successful in depressing the price of oil and making money in the process. These same folks will be attempting to make money by jerking the price upwards once the floor hits."

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Japan Gives Nuclear Industry a Reason to Cheer (06/22/2012)

"Japan's devastating disasters last year derailed some growth in the nuclear industry worldwide, but demand for uranium is poised to strengthen after the nation that fed doubts over safety approved its first restart of nuclear reactors since the catastrophe."

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Uranium Producers Likely to Benefit from Japan's Return to Nuclear Power (06/21/2012)

"The decision to restart nuclear power usage follows a deal between political parties that also included a consumption tax increase. The nuclear power restart is still unpopular with many Japanese people, but many industrial businesses have claimed they require the power."

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Play Defense and Offense with MLPs: John Edwards (06/21/2012)

Where does an investor go for income in an environment where interest rates are in the pits? Credit Suisse Senior Analyst and Director John Edwards follows a sector encompassing what he believes is the purest form of capitalism, the midstream oil and gas master limited partnerships (MLPs). He has staked out a short list of highly defensive plays that are less sensitive to commodity price fluctuations even as they grow income and weather the effects of economic catastrophe. In this exclusive interview with The Energy Report, Edwards brings his best names to the forefront.

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Saskatchewan's First New Potash Mine in 40 Years Breaks Ground (06/20/2012)

"Despite a historic policy of expropriation that cost K+S Group its first Saskatchewan potash operation in the 1970s, the German company has returned four decades later with its new Legacy project."

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Oil Price Differentials: Caught Between the Sands and the Pipelines (06/20/2012)

"A range of oil qualities and a raft of infrastructure issues are creating record price differentials. And with no solution in sight, we think those differentials are here to stay."

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Little Guy Beats Up Big Guys in Biofuel Race, Shares Skyrocket (06/20/2012)

"The fuel in question is isobutanol, which could be a substitute for corn ethanol. Gevo's fermentation process can produce isobutanol at a cheaper price than other makers."

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Chile Pitches Lithium to Investors in New York (06/20/2012)

"Deputy Mining Secretary Pablo Wagner is trying to drum up investor interest in contract bidding to produce lithium in Chile, which has 25% of the world's reserves of the mineral."

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Here's What Happened to My Call for $150 Oil (06/20/2012)

"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next."

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Natural Gas Fracking Begets a Clean-Up Industry (06/20/2012)

"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint."

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Get More for Your Money with Fiber-Optic Fracking: James McIlree (06/19/2012)

Fracking technology is giving a new face to the oil and gas industry, says James McIlree, managing director of Dominick & Dominick. In this exclusive interview with The Energy Report, McIlree zeroes in on a small holding company, Acorn Energy Inc., whose line of fiber-optic sensors makes oil exploration faster, safer and more economic.

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USGS Updates Oil, Gas Reserve Estimate (06/19/2012)

"The U.S. Geological Survey estimated there are at least 665 Bbbl of undiscovered oil in reserves outside United States."

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Tanzania's Natural Gas Reserves Almost Triple on New Finds (06/19/2012)

"Oil majors have discovered more gas off Tanzania, about 28 miles north of the maritime border with Mozambique, where explorers have made the largest gas discoveries of the decade."

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Japan and US Give Green Light to Nuclear Power (06/19/2012)

"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"

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Japan and US Give Green Light to Nuclear Power (06/19/2012)

"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"

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Bohr, Baby, Bohr! German Policies Support Enhanced Geothermal Drilling (06/19/2012)

"Germany may have found the secret sauce that encourages new geothermal projects—policies that directly support drilling and financing the power plant by lowering investor risks."

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The Election's Over, but Europe's Difficulties Are Not (06/18/2012)

"If you're looking to make a move in these conditions, sit tight. First and foremost, we need to be patient until greater stability emerges in the markets."

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When Do You Buy Oil? (06/18/2012)

"Given the market's uncertainty, is it better to play oil via the commodity itself, oil producers with stocks or through the relatively safe and high payout space of MLPs?"

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Biofuels on Busy Aerospace Agenda (06/18/2012)

"There's a lot on the horizon for Washington's aerospace industry, which is positioning the state as an aviation biofuels hotspot."

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Natural Gas Puts East Africa on World Energy Map (06/18/2012)

"Massive offshore gas discoveries in East Africa are catapulting the region into major-player status in the global energy arena, bringing billions in investment that could transform entire economies."

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Speed Up or Slow Down—Don't Exit the Commodities Highway (06/18/2012)

"Goldman Sachs is anticipating a 29% return for the S&P GSCI Enhanced Commodity Index over the next 12 months and suggests investors might want to increase their position in commodities."

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The Right Formula for Markets (06/15/2012)

"Formula 1's fine-tuning of regulations to respect the risks and rewards of racing is the formula government policies should strive for when regulating businesses. Instead, excessive regulations are acting as speed bumps."

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Quality Oil and Gas Stocks Are On Sale: Joel Musante (06/14/2012)

The pullback in oil prices has created some attractive buying opportunities in both developing and established oil and gas companies, even if oil prices settle in the $80-90/bbl range. In this exclusive interview with The Energy Report, Joel Musante, senior analyst with C. K. Cooper & Co., gives us his insights into current energy markets and talks about several of his favorite names that may reward investors with an appetite for risk.

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Japan Moves Closer to Restarting First Nuclear Reactors Since Tsunami-Driven Meltdowns (06/14/2012)

"The nuclear reactor restarts would mark a controversial victory for the central government, which has spent months arguing that Japan needs nuclear power to sustain its fragile economy."

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It's Growing Season, But Not for Fertilizer Stocks (06/13/2012)

"The seasonal trend analysis shows that historically, investors would be wise to wait until later in the year, when the fertilizer group typically bottoms."

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New ETF Will Focus on North American Oil Sands (06/13/2012)

"The ETF is a way to play the increasingly important North American oil sands industry. The region is incredibly stable from a political perspective, and it offers up a way to help shift the balance of power in the current OPEC/Russia-dominated oil markets."

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Why Natural Gas Could Displace Gasoline (06/13/2012)

"How will natural gas figure into the North American energy mix? Well-known Author and energy trader Raymond Learsy weighs in."

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What's the Deal with Oil Prices? (06/13/2012)

"Is the oil investment space under a pricing assault? I doubt it. Here's why: 40% of global oil production comes from places where the national governments cannot afford oil prices to go much lower."

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Fukushima Watch: Next Nuclear Battleground—Utilities' Shareholder Meetings (06/13/2012)

"With the government inching closer to restarting the first nuclear reactors since last year's Fukushima Daiichi nuclear disaster, a new battleground between Japan's pro- and anti-nuclear camps is emerging: the annual shareholder meetings of the country's big power companies in June."

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Duvernay Oil & Gas Stocks: Which Companies Will Emerge the Winners? (06/13/2012)

"There's no doubt that Duvernay will be a Big Boy's game, requiring large acreage positions and even larger amounts of capital."

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Enzymes and Algae May Spur a Biofuel Boom: Ian Gilson (06/12/2012)

What is the most viable form of alternative energy? For the oil-centric infrastructure of North America, biofuels make for strong contenders. The challenge facing the sector today concerns low-cost mass production, and researchers are already showing significant progress. In this exclusive interview with The Energy Report, Senior Technology Analyst Ian Gilson of Zacks Investment Research shares select undervalued companies that stand out for their long-term profit potential.

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Chart: The Natural Gas Bottleneck (06/12/2012)

"The opportunity is obvious when we glance at the chart. Energy companies want to get liquefied natural gas on ships and into Asia, where they can take advantage of higher prices."

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Why Solar and Natural Gas Will Be Central to US Energy Policy (06/12/2012)

"The development of hydraulic fracturing technology shares the spotlight with solar photovoltaic as the greatest revolution in energy in the last 50 years."

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The US Oil Boom: Partying Like It's 1998 (06/12/2012)

"Thanks to new drilling in North Dakota, Texas and the Gulf of Mexico, the United States is now pumping the highest crude oil volumes the country has managed since 1998."

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Who's Funding the Green Energy Revolution? (06/12/2012)

"While Europe attracts most of the investment, the renewable energy sectors of emerging economies such as India and China have been given the biggest boost."

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What Does Spain's Bailout Mean for Energy? (06/11/2012)

"When a recovery emerges, the energy sector tends to move up quicker than the market as a whole. That, combined with a strengthened euro, will further bolster energy."

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Can Japanese Society Survive Without Nuclear Power? (06/11/2012)

"No nuclear power, no Japan, at least according to the country's own prime minister. In a televised broadcast to the nation last Friday, Yoshihiko Noda said that if the reactors that previously fed the country's energy grid continued to idle, then 'Japanese society cannot survive.'"

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Oil Prices Due to Rise With Iran Oil Embargo Looming (06/11/2012)

"Three possible scenarios could escalate oil prices as high as $440/bbl."

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A Major Uranium Supply Gap Is Looming: Ed Sterck (06/07/2012)

With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.

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The Best Oil ETFs for Any Move in Crude (06/07/2012)

"Oil price estimates range from a fairly conservative average of $104/bbl, as forecast by the EIA, to a turmoil-driven $200/bbl. Either one represents a substantial profit opportunity for energy bulls."

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The End of Cheap Everything: Ron Hera (06/06/2012)

For his money—and the portfolio he offers investors is also his own—Ron Hera, founder of Hera Research, wants uniquely good companies. In an exclusive interview with The Gold Report, Hera shares why he is bullish on gold, finds silver volatile but worth investment and encourages new investors to dig a little to find hidden possibilities.

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Japan's 2012 Summer Oil Demand for Power to Hit 10-Year High (06/06/2012)

"The country's nuclear utilization rates have a direct impact on crude, fuel oil and LNG consumption for thermal power generation."

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Nuclear Power Has a Bright Future: Amir Adnani (06/05/2012)

If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."

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Nuclear Power the Way Forward: Climate Scientist (06/05/2012)

"Barry Brook, the director of climate science at the University of Adelaide's Environment Institute, said the country would have no choice but to embrace nuclear power to meet sustainable energy needs and would focus on next-generation nuclear technology that provided safety, waste and cost benefits."

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A Long Case for Coal: Nick Hodge (06/05/2012)

"With natural gas at a 10-year low and facing environmentalist opposition, domestic coal stocks are at their lowest levels in years."

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Who Will Be the Next Key Oil and Gas Supplier? (06/05/2012)

"International petroleum companies have found the last frontier for onshore oil and gas exploration, and they are hustling to develop energy infrastructure."

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Study: Fracking Emissions Are 50% Lower than EPA Estimate (06/05/2012)

"The bigger story is that these substantially lower emissions estimates demonstrate how committed the industry is to reducing environmental impacts, even without new regulations."

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Forget the Financial Crisis, It's Food You Should Be Worried About (06/05/2012)

"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen."

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Worst. May. Ever. (06/04/2012)

"Not many MLPs were immune to this value destruction, so these stats might help you realize that if your portfolio was only down 5% including distributions, you have chosen wisely."

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Italian Gov't Plans to Amend 2010 Offshore Oil and Gas Drilling Ban: Senator (06/04/2012)

"The planned changes would aim to boost local production of oil and gas, which has declined at a time when energy imports have become increasingly costly and vulnerable to disruption."

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FSRUs: The Leading Edge of the LNG Market (06/03/2012)

"Floating Storage and Regasification Units cost less than half the cost of an onshore facility. The benefits to Japan now, which is in a proverbial 'space race' to meet its electricity needs, are that they can be ordered, made and delivered in 2–3 years, versus 5–7 years for an onshore import terminal."

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You Need a Strategy for These Uncertain Times: Here's Mine (06/02/2012)

"Red ink is splattering across the investment markets today. Paltry new jobs figures (69,000 new jobs, less than half of what was expected) have combined with the ongoing mess in Europe and lagging figures from China to sap investor confidence. This latest action will further depress oil prices, as the rash of bad news translates into even more knee-jerk projections of reduced demand."

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Natural Gas: Following T. Boone Pickens into the Energy Patch (06/01/2012)

"An iconic Southwestern energy patch player, T. Boone Pickens has built a legacy over the decades that proves the old Texas saying: 'It's not the size of the dog in the fight, but the size of the fight in the dog.'"

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