Streetwise Reports' Article Archives — September 2013 back to current month (15)
For Oil and Gas Producers, It's All About Assets: GPOR, GST, SYRG (09/26/2013)
The industry is focusing on liquid-rich plays, but some gassier regions offer solid returns, asserts Joel Musante, senior research analyst for oil and gas exploration and production with Euro Pacific Capital. With oil trading over $100 per barrel, liquids-rich plays are most attractive. Prices may pull back, even though the surge in merger and acquisition activity suggests that some companies might believe that these price levels are here to stay. Ultimately, producers must consider development costs as well as product types and margins to enhance returns. In this interview with The Energy Report, Musante discusses oil and gas companies with the right combinations.
EPA Restrictions Can Encourage Clean Coal (09/25/2013)
"Coal may have no choice but to develop cleaner and cheaper CCS technology."
Corporate America Goes Off the Grid (09/24/2013)
"Over the last 10 years, a sea change has occurred in the provision of power."
Pavel Molchanov: How to Make Money with Clean Tech Energy (It Can Be Done!) (09/24/2013)
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Let's get one thing straight: Clean tech is much more than solar panels. So if you're squeamish from the Solyndra bankruptcy, it's time to do some more homework. Raymond James Energy Analyst Pavel Molchanov is following clean tech companies around the world that help utilities avoid rolling blackouts, connect solar systems to the grid and produce biofuels that don't compete with food crops. Discover these fascinating stories in this interview with The Energy Report and find out which names Molchanov is recommending for short- and long-term profits—as well as stocks to steer clear of.
Frank Curzio: How to Play the Diesel/Natural Gas Switch and US LNG Exports (09/19/2013)
On his recent tour of U.S. shale basins, Frank Curzio, Editor of Small Stock Specialist and Phase 1 Investor, noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities. In this interview with The Energy Report, Curzio discusses companies enabling the fuel switch, and shares some likely recipients of export terminal building contracts.
The One Oil Move to Make ASAP (09/18/2013)
"It's time to position yourself for regional variations in price."
Bill Powers: Give Up the Shale Gas Fantasy and Profit When the Bubble Bursts (09/17/2013)
The numbers don't lie—but politicians and industry bigwigs do. While pundits still wax poetic about an era of American energy independence, Bill Powers, author of the book "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees productivity plummeting in almost every major shale play. In this interview with The Energy Report, Powers tells us to forget about LNG exports and a manufacturing boom and get positioned for a bust. How? Invest in energy equities. Powers names his favorites for maximum returns when the bubble bursts.
Casey's Marin Katusa: Conflict Could Be Good for Energy Investors (09/12/2013)
Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis.
Uranium Price Headed for $50 in 2014, Taking Stocks Higher: Rob Chang (09/10/2013)
The stubborn spot price of uranium has frustrated market watchers for the past year. But that's not the whole story. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of the delayed commodity price move expected in 2014. In this interview with The Energy Report, Cantor Fitzgerald Canada Metals and Mining Analyst Rob Chang explains what lies ahead and how the turnaround in the uranium market will benefit the companies he thinks investors should focus on for maximum profits.
Searching for the Clean Coal Holy Grail (09/09/2013)
"For all the attention, and the public and private dollars flowing into "clean coal" power and carbon capture initiatives, the results thus far have yet to identify potential solutions that meet stringent economic and environmental criteria with science proven by vigorous scientific tests."
America's Energy Revolution (09/06/2013)
"From the depths of reserves to the richness of the energy, an incredible transformation is taking place."
Three Ways to Profit from MLP Funds: Hinds Howard (09/05/2013)
Master Limited Partnerships (MLPs) started to enter the limelight in 2011, but the best may be yet to come. Low interest rates are acting as a tailwind in the space, and the sector experienced its best performance in Q1/13. Hinds Howard, chief investment officer of Guzman Investment Strategies and author of the MLP HINDSight blog, tells The Energy Report about the unprecedented growth MLP funds are enjoying. He names the top performers, reveals the pros and cons of this complex investment vehicle and shares his secrets for wringing the most value out of it.
Prepare for the Chinese Energy Juggernaut (09/05/2013)
"Over the past decade, China has become the world's largest energy consumer, as well as the world’s largest emitter of carbon dioxide."
Bruce Edgelow: Optimistic Banker Sees 'Encouraging Time in the Basins' (09/03/2013)
Bruce Edgelow is optimistic. The energy group vice president for ATB Financial says technological advances have opened new exploitation opportunities for the Canadian oil and gas market and have improved the industry's ability to monitor and respond to leaks, spills and other system issues. Selective access to capital and consolidation has presented challenges for producers, but it's an encouraging time in the basins, Edgelow says. In this interview with The Energy Report, he discusses the players he likes and why.
As Syria Erupts, Here's What Oil Traders Fear the Most (09/03/2013)
"While any geo-military event like the one about to play out will increase volatility in oil prices, a power vacuum in the Middle East would strike at the core of a trader's basic fear—an interruption in supply."
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