Streetwise Reports' Article Archives — September 2012 back to current month (53)
There is Nothing the Shorts Can Do About Higher Oil Prices (09/30/2012)
"After another pricing pullback of almost 10% last week, crude oil prices rebounded on the back of an unlikely source."
John Stephenson's Predictions for Avoiding an Economic Crash (09/28/2012)
While the markets have been on edge for the past year or so and have left most investors bewildered as to what to do next, portfolio manager and author John Stephenson thinks that the course is set for higher gold prices. In this exclusive interview with The Gold Report, Stephenson explains why he thinks we will avoid a worldwide economic crash and how the continuing QEs and foreign government bailouts will push more investors into the gold and mining share markets as gold moves above $2,000/ounce. He also talks about some of his favorite gold mining names that should be good vehicles to profit from this move.
First Tidal Power in U.S. Starts Flowing to the Grid (09/28/2012)
"The Ocean Renewable Power Company announced that its TidGen tidal turbines have started providing power to a utility grid owned by Bangor Hydro Electric Company, the first time that any offshore power generation facility has fed electricity back to a utility grid in the U.S."
Three Mega Forces of the Energy Trade (09/27/2012)
"There are very few sure things in markets and investing. So I don't say this lightly: The price of a barrel of crude oil will average over $125/bbl this decade."
What is Energy Efficiency Doing to Power Demand? (09/27/2012)
"Macquarie Equities Research said in a client note several days ago that energy efficiency measures really do seem to be having an impact on electricity demand, and the effect is likely to continue."
The Case of the Missing 200 Million Barrels of Oil: Marshall Adkins (09/27/2012)
Supply threats in the Middle East have governments around the world hoarding oil, largely in secret. But it didn't get past Raymond James Director for Energy Research Marshall Adkins, who noticed the 200 million-barrel discrepancy between what was pumped and reported global oil reserves. Where did the missing oil go, and why don't prices reflect this substantial surplus? More importantly, what happens once the reality of an oversupply sets in?—A tough six months, Adkins expects. Read on to find out where you can hide when prices plummet.
Can Shale Oil & Gas Bring the US Energy Independence? (09/26/2012)
"The short answer is no, says Credit Suiss."
Unfreezing Arctic Oil (09/26/2012)
"Don't write off the Arctic as a boon for oil companies just yet."
Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer (09/25/2012)
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper.
Venture Capital Firm Aims to Match Up Clean-Tech Start-Ups and Energy Companies (09/25/2012)
"The idea is to make it more efficient for corporate investors to evaluate outside firms and to give smaller companies access to the manufacturing, marketing and distribution expertise of established businesses."
This U.S. Lab Just Hit a Nuclear Fusion Milestone (09/25/2012)
"If just a fraction of all these new findings live up to their promise, we're still looking at a very bright future indeed."
Oil & Gas Stock Outlook (09/24/2012)
"While the Western economies exhibit sluggish growth prospects, global oil consumption is expected to get a boost from sustained strength in the non-OECD countries that continue to expand at a healthy rate."
The Shale Boom Isn't All Shale (09/24/2012)
"The term 'shale' is getting thrown around a bit too casually. It's a lot more complicated than that."
London Sees Oil Prices on the Rise (09/23/2012)
"The overwhelming consensus in Europe is that oil will rise, absent exogenous economic or financial problems."
Renewable Power Is Coming Back (09/23/2012)
"Prices are falling and there are clear industry front-runners. The question is: Which form of power will achieve grid parity first?"
When Money Dies (09/20/2012)
"Most gold bugs agree that when the dollar dies, the price of oil will rise right alongside the price of gold."
Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector (09/20/2012)
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing.
Why Bernanke Refuses to Let Oil Prices Fall (09/19/2012)
"Although short-term political considerations demand the oil price fall periodically in order to give U.S. consumers a temporary break, the oil price hasn't been allowed to drop below the $70/bbl level in the last three years of the financial market recovery."
Bob Moriarty: Finding Massively Undervalued Energy Stocks in Today's Irrational Market (09/18/2012)
Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it."
Three Factors Point to Higher Oil Prices (09/18/2012)
"The problem is that prices are not just reflective of new supplies, either too much or too little. By focusing only on how much is there, these analysts fundamentally provide a distorted view of the market."
Improving Your Value Investing (09/18/2012)
"You can greatly improve the odds in your favor by adding earnings momentum to your stock selection framework."
Solar Investment Opportunities (09/18/2012)
"While panel and cell manufacturers are barely treading water these days, installers, engineering firms and tech plays are cleaning up."
The Mystery Behind High North American Gas Prices: Solved (09/18/2012)
"North American drivers are now competing with global drivers—and global industry—for cheap American crude."
The Next Recession Will Be Triggered by Oil (09/17/2012)
"Any move of 100% or more in energy prices within a year has historically been the straw that breaks the camel's back.
Casey Summit: How Investors Can Protect Themselves in a Politicized Economy (09/14/2012)
Right on the heels of the Republican and Democratic National Conventions, the recent Casey Research Summit in Carlsbad, California—cosponsored by SprottGlobal—focused on a timely theme: "Navigating the Politicized Economy." The somber revelations of the summit contrasted with the buzz of the party conventions. The Gold Report sat down with Louis James, Casey Research's chief metals and mining investment strategist, Rick Rule, founder of Global Resource Investments and chairman of Sprott US Holdings, and Marin Katusa, Casey Research's chief energy investment strategist, to discuss how investors can position themselves in a politically driven economy.
Uranium Fundamentals Are at a Tipping Point: Alka Singh (09/13/2012)
Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year.
Nuclear Sector Seeks to Regain Trust After Fukushima (09/13/2012)
"The global nuclear industry, traumatized by Japan's Fukushima accident 18 months ago, needs to redefine itself to regain public trust and better cooperate to improve safety, senior executives of the sector said on Thursday."
Casey Panel: The Energy Crisis Is Here—Here's How to Play It (09/13/2012)
Oil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers. However, leaders' responses are often motivated more by the desire to boost approval ratings than by the need to find real, long-term supply solutions. The individual investor may not have the power to shift the tone of the emotional debates surrounding the oil and gas industry, but he or she can devise a strategy to profit. Sprott's Rick Rule, and Casey's Marin Katusa and Louis James sat down with The Energy Report to discuss what it means to participate in a politicized market and how politics affect their buy and sell decisions.
Obama, Romney Both Likely to Give Keystone XL the Green Light: How to Get Exposure (09/12/2012)
"The most obvious choice would be to invest in the company that is actually running the project, but there are many companies and ETFs with Keystone XL exposure."
Are MLPs Too Good to Be True? PM Darren Schuringa Crunches the Numbers (09/11/2012)
Master limited partnerships (MLPs) have outperformed the markets for 11 of the past 12 years. With more investors catching on to these low-risk, high-income vehicles, can the outstanding returns continue? Manager Darren Schuringa of Yorkville Capital Management says yes. But as Schuringa explains in this exclusive interview with The Energy Report, MLPs are a different animal, and investors in this space will need some specialized metrics in their toolkits. Read on for due diligence tips and some names that pass muster.
Aquadudes: 15 Saltwater-Based Energy Technologies Here to Save the Day (09/11/2012)
"For abundant energy, look for abundant resources. Last we looked, there were 343 sextillion gallons of seawater and 173 million GW of solar energy per year—unimaginable abundance."
Arctic Sea Ice Vanishes—and the Oil Rigs Move In (09/11/2012)
"According to the U.S. Geological Survey, there may be more than 90 billion barrels of recoverable oil buried in the Arctic—about 13% of the world's estimated undiscovered reserves."
Infographic: The What, Where and How of Shale Extraction (09/10/2012)
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?"
Math, Science, and Computer Students: The Energy Sector Wants You (09/10/2012)
"A technology revolution reshaping the energy sector through streamlined operations, increased production and improved distribution will create ample job opportunities for college graduates over the next decade."
China's Next Act (09/10/2012)
"The country's energy policies appear to be focused on three goals: 1) fulfill its growing demand for oil and reliance on oil imports, 2) diversify import sources to reduce its risk of supply disruption and 3) develop technical expertise in unconventional resources."
Climate Change Expert Calls for Nuclear Power 'Binge' to Avert Global Warming (09/09/2012)
"A leading British academic has called for accelerated research into futuristic geo-engineering and a worldwide nuclear power station 'binge' to avoid runaway global warming. "
Three Easy Steps to a Well-Timed Sell (09/09/2012)
"I'm willing to bet that you spend close to 90% of your time buying or waiting to buy. Yet you completely neglect the work that goes into selling your positions. Reverse your thinking—and put selling first—and you'll fix most of your problems."
Natural Gas Companies: The Latest Must-Know News (09/07/2012)
"Inventories are growing much slower and demand is increasing as electric utilities switch from coal to natural gas. Other potential catalysts, like Hurricanes Debby and Isaac, could also send prices higher."
Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue (09/06/2012)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential.
Potash Corp. Sees Higher Global Potash Demand in 2013 (09/06/2012)
"Global demand for the soil nutrient potash, key for growing crops like corn, looks likely to climb to 56–60 Mmt in 2013, depending largely on a potential sales rebound to India."
Energy Firms Monitor Gulf of Mexico Tropical System (09/06/2012)
"Energy firms, such as Chevron Corp and Marathon Oil Corp, said they are watching the system closely and are prepared to take action should it develop into a serious threat."
How Green Crude Oil Is Becoming A Better Investment By The Day (09/06/2012)
"Green crude oil —algae-based fuel —could be on the verge of taking a slice out of petroleum's market share, and sooner than you think."
Arie Papernick's Formula to Profit from Canada's Booming Gold Exploration (09/05/2012)
Bonanza-grade discoveries in precious and base metals are energizing exploration across Canada. Arie Papernick of Secutor Capital Management Corp. believes that unflappable investors stand to be rewarded for buying at the bottom of the market. In this exclusive interview with The Gold Report, Papernick points to promising developments for issuers prospecting in Canadian gold fields, including the mineral-rich black tar sands and the Labrador Trough. He also suggests techniques for preserving capital so to survive the coming black swans.
Small-Cap Rally Indicates Increasing Risk Appetite (09/05/2012)
"Because small-cap stocks are generally more volatile than their large-cap counterparts, their outperformance indicates that the investors are now willing to take on more risk."
Could More Lithium Mining Stocks Benefit from Merger Mania? (09/04/2012)
Rockwood Holdings' deal with Talison Lithium means more consolidation in an already tight market. With demand on the rise and supply lagging behind, lithium juniors and their partners are jockeying for market share. Analyst Jonathan Lee dissects the deal's implications in this exclusive interview with The Energy Report and champions both low-cost producers and Argentinean plays in this growing industry.
Colombia Oil Stocks: Time to Invest Once Again? (09/04/2012)
"Now, these stocks have not only fallen to earth, they've crashed through the floor into the basement—despite good oil prices. What happened? And more importantly, is this an opportunity for investors?"
The Real Answers in China Are Never That Simple (09/04/2012)
"Rather than tackling the incessantly 'they'll never succeed because they're not democratic' or 'ghost cities' arguments, let's dig into the subtleties that escape most Westerners."
U.S. Shale Glut Means Gas Shortage for Mexican Industry (09/04/2012)
"Mexican gas prices are tied to rates in its northern neighbor, where soaring supplies from shale fields drove gas to a 10-year low and reduced Mexico's wholesale price 32% in the past year. Manufacturers can't get enough of the energy."
The Case for Emerging Europe (09/04/2012)
"Many investors have interpreted the underperformance of the iShares S&P Europe 350 ETF as a contrarian sign to hunt for bargains in developed Europe. However, even greater opportunity may lie to the east—in Poland, Russia and Turkey."
The 'Experts' Are Wrong About Oil Prices (09/04/2012)
"Their argument is deceptively simple—with all of shale oil coming on the market, there will be an oil glut in the U.S. Gluts naturally depress prices. And those pounded-down prices will force companies to fold. Unfortunately, the argument is both simplistic and wrong."
Colorado Wrestles with Fracking Rules (09/04/2012)
"The memo of understanding between Erie, EnCana and Anadarko could serve as a model for future agreements between cities and energy companies."
Project Aims to Harness the Power of Waves off Oregon (09/03/2012)
"The first commercially licensed grid-connected wave-energy device in the nation, designed by a New Jersey company, Ocean Power Technologies, is in its final weeks of testing before a planned launch in October."
Who Is Buying Your Stocks? (09/03/2012)
"Who buys your stock can be more important than how much of it they bought."
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