James West Sees Catalysts in the Energy Sector
Source: The Energy Report Editors  (11/15/12)
As we head into the last quarter of the year, James West questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals market forces. In this interview with The Energy Report, West updates us on some possible top performers in the space and what they're doing right. More >

Election Roundup: Who Are the Winners and Losers in Energy Markets?
Source: Rita Sapunor of The Energy Report  (11/8/12)
Energy policy was a pivotal issue in this year's presidential election, with Obama favoring clean energy, Romney championing coal and both candidates emphasizing the need for U.S. energy independence. President Barack Obama took the opportunity to reaffirm his stance in his victory speech, calling for bipartisan collaboration to face challenges, including "freeing ourselves of foreign oil." But he made no further mention of his energy policy agenda. What's next for energy investors? More >

Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev
Source: Zig Lambo of The Energy Report  (10/30/12)
Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns. More >

Coal Stocks See Better Days Ahead if Romney Wins Election 2012
Source: David Zeiler, Money Morning  (10/16/12)
"If Mitt Romney wins Election 2012, it'll be a rare piece of positive news for the coal industry and a boost for beaten down coal stocks." More >

Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report  (9/6/12)
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. More >

This Is Your Energy Entry Point: Mark Lackey
Source: Zig Lambo of The Energy Report  (8/30/12)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off. More >

Invest in What China Needs to Buy: Don Coxe
Source: Peter Byrne of The Energy Report   (8/28/12)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status. More >

Analyst: Low Demand Growth Driving Energy Market Shift
Source: Grounded, Taylor Kuykendall  (8/21/12)
"The coal industry has taken a beating from cheaper natural gas and environmental regulations, but an overall lack of new demand for electricity is also slicing into the electricity market." More >

Romney and Coal or Obama and Wind?
Source: Reuters, Steve Holland and Jeff Mason  (8/15/12)
"Republican Mitt Romney vowed to step up coal production while President Barack Obama mocked him for opposing a windmill tax credit, in a rare debate over energy policy on the campaign trail." More >

Asian Growth and Steady U.S. Demand Drives Coal Industry
Source: Zacks Investment Research  (8/2/12)
"This year's moderate winter lowered demand for electricity, which in turn impacted demand for thermal coal. However, the warm summer has restored demand and the stockpile has diminished." More >

Coal Vs. Nat Gas: Fossil Fuels Compete for Generation
Source: Scientific American, Melissa Lott  (7/15/12)
"Generation costs for plants fueled by natural gas fell dramatically in the past two decades, prompting a continuing trend of substituting coal with natural gas-fired generation." More >

Build Profits with Deep-Value Energy Stocks: Chen Lin
Source: The Energy Report Editors  (7/12/12)
Chen Lin is the ultimate do-it-yourself investor, and uses his know-how to add value to his own portfolio. He's up yet again this quarter, a feat he attributes to gains in some of his top energy holdings. In this exclusive interview with The Energy Report, the What Is Chen Buying? author profiles his favorite picks and explains why dividends are pivotal in a risk-averse market. More >

A Long Case for Coal: Nick Hodge
Source: Nick Hodge, Energy & Capital  (6/5/12)
"With natural gas at a 10-year low and facing environmentalist opposition, domestic coal stocks are at their lowest levels in years." More >

Coal and Shale Gas: American's Energy Siblings Are Locked in Rivalry
Source: Marin Katusa, Casey Research  (5/30/12)
"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." More >

Canadian Coal Moles: Jerome Hass and Jimmy Chu
Source: Peter Byrne of The Energy Report   (5/10/12)
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. More >

Apple Is a Want—Global Resources Are Needs
Source: Frank Holmes, U.S. Global Investors  (5/4/12)
"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." More >

An Oil and Gas Play-by-Play: Chen Lin
Source: The Energy Report Staff  (5/3/12)
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. More >

Coal Industry Stock Review
Source: Zacks Equity Research  (4/23/12)
"High-quality, ultra-low-sulfur-dioxide coal is in huge global demand due to stringent government regulations on emissions standards." More >

The Radical Change in Asia's Coal Market
Source: James O' Connell and Mike Cooper, Platts  (4/18/12)
"The narrowing of coal's trading window is a natural extension of a market maturing, with participants moving toward a more effective trading period and a true spot market." More >

Coal Stocks Are Historically Cheap—Here's What You Need to Know
Source: Patrick Vail, Money Morning  (4/9/12)
"With a torrent of factors dragging the industry down, can coal make a comeback? Let's look at what's the matter with coal, why it doesn't matter in the big picture, and how you can make some money on the rebound." More >

Uranium Markets Evolve: Geordie Mark
Source: George S. Mack of The Energy Report  (3/13/12)
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. More >

The Nuclear Revival: Mark Lackey
Source: Brian Sylvester of The Energy Report  (3/8/12)
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. More >

The Who, What and Where of Energy Investing: James West
Source: Brian Sylvester of The Energy Report  (2/23/12)
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report. More >

US Coal Has Major Export Potential
Source: Darren Epps, Platts  (2/14/12)
"A more diversified mix of metallurgical and thermal coal, as opposed to the singular focus on met coal in previous years, along with burgeoning industries in China, Japan, India and South America, are propelling the U.S. from a swing supplier to a strategic partner with world markets." More >

Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors  (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources." More >