Streetwise Oil & Gas - Exploration & Production Articles
As Excitement Builds in the Montney, Companies Seek More Infrastructure
Source: James Stafford, OilPrice.com (12/2/14)
"Even with significant oil and gas reserves trapped in shale, a variety of factors need to come together to turn a given region into a significant producer."
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Harry Dent's Simple Strategy for Surviving Withdrawals from 'Markets on Crack'
Source: JT Long of The Gold Report (11/26/14)
An aging world is a deflationary one, according to "The Demographic Cliff" author Harry Dent. In this interview with The Gold Report, he predicts a major, painful crash in the next two years based on population statistics and historic patterns. He has some positive short-term predictions for gold, and investment suggestions for how to be one of the ones still standing after the dust settles.
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So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror.
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Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report (11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm.
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Marin Katusa: Winter is Coming—How Investors Can Win in the 'Colder War'
Source: JT Long of The Energy Report (11/20/14)
Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape.
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Natural Gas Prices Are Going Higher and So Are These 'Super Shift' Opportunities
Source: Kent Moors, Oil & Energy Investor (11/4/14)
"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year."
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Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever
Source: JT Long of The Mining Report (10/28/14)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites.
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Don't Miss Your Chance to Profit from the End of OPEC
Source: Matt Insley, The Daily Reckoning (10/14/14)
"A decade ago would you ever imagine that a U.S.-led oil boom would cause a panic among OPEC nations?"
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The U.S. Oil Export Surge Is Coming
Source: Kent Moors, Money Morning (10/8/14)
"Something is now afoot in the Pacific Northwest that is going to change how we think about pricing oil—and this new wrinkle is going to provide a range of fantastic opportunities for investors."
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Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker.
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Oil and Gas Investor Editor Leslie Haines: We Will Never Stop Importing Oil, but We May Start Exporting
Source: JT Long of The Energy Report (10/2/14)
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect.
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Who Is Buying the Islamic State’s Illegal Oil?
Source: Chris Dalby, Oilprice.com (9/30/14)
The 11 oil fields that IS controls in Iraq and Syria have made it a largely independent financial machine.
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Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets.
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Looking for Lithium Mega-Deals with Thibaut Lepouttre
Source: Peter Byrne of The Energy Report (9/17/14)
Where will Tesla Motors get the tons of lithium it will need to make advanced batteries at its Nevada gigafactory? Is there an opportunity for profit in lithium mining as supply shrinks? For an answer, The Energy Report caught up with Thibaut Lepouttre at his home base in Belgium, where he edits Caesars Report, a newsletter that analyzes international mining projects. In addition to the lowdown on lithium, Lepouttre talks about several low-profile firms with phosphate and uranium mining projects.
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The Sand Demand: Finding Opportunities Beyond Direct Shale Plays
Source: Frank Holmes, U.S. Global Investors (9/17/14)
"Since many energy companies have adopted the process of fracking in their oil field operations, they have come to rely on sand as an integral component to this procedure."
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Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil & Gas
Source: Kevin Michael Grace of The Energy Report (9/11/14)
Few things in life are certain, but Encompass Fund managers Malcolm Gissen and Marshall Berol are convinced that the world needs much more energy, and that this is great news for oil and gas companies and their investors. In this interview with The Energy Report, Gissen and Berol highlight eight oil and gas producers with potential for dynamic expansion, and two premium companies in the burgeoning sector of oil and gas services.
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Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation.
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Oil Field Services Surprise: Brandon Dobell on the Upstart that Could Compete with the Big Three
Source: Tom Armistead of The Energy Report (9/4/14)
Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co. As economic recovery takes root, oil prices will stabilize at current levels and interest rates will remain low, creating conditions for mergers and acquisitions among explorers and producers and, in a ripple effect, among the oil field service companies they employ. In this interview with The Energy Report, Dobell offers a surprising prediction for a service company he expects to see playing in the big leagues soon.
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Oasis: Gold in the Sand
Source: Visual Capitalist (8/27/14)
"For every ten barrels of oil in world reserves, Middle Eastern countries in OPEC have eight."
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Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report (8/21/14)
Like the economy as a whole, the Muhlenkamp Fund is still struggling to extricate itself from the morass of the Great Recession. Ron Muhlenkamp, founder of Muhlenkamp & Co. Inc., sees a forerunner to this downturn in the 1980–82 recession. In this interview, he tells The Energy Report how good policy ended the earlier slowdown and set the stage for two decades of prosperity. He also explains why bad policy is hampering recovery now, and what this means for investors.
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Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst.
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Can Europe Survive Without Russian Gas?
Source: Visual Capitalist (8/7/14)
The ongoing conflict between Russia and the Ukraine has exposed Europe's overreliance on Russian gas. Can Europe find alternative sources of energy to meet the region's demand in coming years?
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Africa: New Land of Opportunity? Ashley Kelty Points to the Positives
Source: Tom Armistead of The Energy Report (7/31/14)
Oil and gas plays in Africa are no day at the beach, but they are more promising than the press would suggest, says Ashley Kelty, oil and gas equities analyst at Cenkos Securities Plc. Africa has locals with oil patch skills, abundant, accessible reservoirs and less volatile fiscal regimes than investors might think. In a wide-ranging interview with The Energy Report, Kelty riffs on shale in the U.S., basement reservoirs throughout the world and the news out of Africa. The investment opportunities are many.
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Crisis in the Middle East: Will the Price of Oil Skyrocket?
Source: Visual Capitalist (7/30/14)
"When the world's highest oil producing region is in turmoil, prices are affected across the world."
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From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report (7/29/14)
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train.
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