Chris Mayer's Four-Point Formula for Returns
Source: Tom Armistead of The Energy Report  (7/11/13)
It's time to tear your eyes away from those stock price charts. Chris Mayer, Agora Financial managing editor and author of "World Right Side Up" and "Invest Like a Dealmaker," walks us through his four-point company evaluation strategy, "CODE," identifying crucial, less publicized metrics that give real insight into a company's value. In this interview with The Energy Report, learn how to pick your stocks like a seasoned financial analyst. As Mayer explains, with global finance shifting back to emerging economies, it's an exciting time to be an investor. More >

Who Will Benefit from the Mexico Natural Gas Export Boom?
Source: Dave Forest, Oil & Gas Investments Bulletin  (7/10/13)
"Mexico could be the surprise driver of marginal demand—and gas prices." More >

Sprott Money Managers Share the Secret for Surviving the 'Bernanke Put'
Source: Zig Lambo of The Energy Report  (7/9/13)
The "Bernanke Put," or promises of quantitative easing, has become the standard government response to economic uncertainty. But while the powers that be insist everything's fine, Sprott Resource Corp. Founder Kevin Bambrough and COO Paul Dimitriadis see financial deterioration around the globe. Only one thing is for certain: Taking the contrarian view provides the best opportunities to buy low and sell high. In this interview with The Energy Report, they explain why they expect energy assets to perform better in the long haul, cluing us in on a few names they are considering for big returns. More >

What the Next 'Arab Spring' Means for Oil Prices
Source: Kent Moors, Oil & Energy Investor  (7/8/13)
"But two developments are threatening to heat things up yet again—and fast." More >

An Unexpected New Demand Source for US Natural Gas
Source: Dave Forest, Oil and Gas Investments Bulletin  (7/2/13)
Mexican imports of U.S. gas have skyrocketed 92% since 2008. More >

To Plot Your Energy Investments, Consult the Map: James West
Source: Peter Byrne of The Energy Report  (7/2/13)
Understanding asset values is the name of the game for early-stage resource plays—that's how investors in the Bakken made huge returns. But with the first round of shale plays largely maturing, where are the next big opportunities for junior explorers? In many cases, abroad, says James West, publisher of The Midas Letter. In this interview with The Energy Report, West rolls out the map and shows us where juniors are headed. He also names some companies who are thriving on North American soil. If boots-on-the-ground prospecting puts a glint in your eye, read on. More >

How Exporting US Gas Will Transform Global Energy Markets: Sam Wahab
Source: Peter Byrne of The Energy Report  (6/27/13)
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals. More >

Are You Protected from Oil Price Downside? Chen Lin Shares His Strategy
Source: Zig Lambo of The Energy Report  (6/25/13)
Remember when oil shot up to $148 a barrel? Chen Lin does, and he sees potential for Wall Street market manipulation to push the oil price in the opposite direction—as low as $47 a barrel. Plus, he's bearish on China now. The good news is that Lin, publisher of What Is Chen Buying/Selling?, was willing to share his personal investment strategy in his interview with The Energy Report. Find out where Lin booked profits this year and get the names he's turning to for protection against oil price downside. More >

African Shale Gas Production Could Break Out
Source: Justin Williams, Energy & Capital  (6/24/13)
"South Africa (which holds the fifth-largest reserve in the world), Morocco, Algeria, Tunisia, Libya, and Egypt are among the small group of countries that have the potential and are exploring for gas on the continent, according to the U.S. Energy Information Administration." More >

Profit from Seasonal Energy Cycles: Roger Wiegand
Source: Peter Byrne of The Energy Report  (6/20/13)
For short-term traders, understanding cyclical markets is the key to profits. And with the hottest summer months ahead, natural gas could get a price boost when air conditioners start to hum, says Roger Wiegand, publisher of the Trader Tracks investment newsletter. In this interview with The Energy Report, Wiegand shares some promising names for investors who are ready to read the technical charts—and mark their calendars. More >

Fadel Gheit: Avoid the Middle East, Invest in US Refineries
Source: Tom Armistead of The Energy Report  (6/18/13)
Shifting commodity prices are a given in the oil and gas industry, but sometimes the industry landscape changes in unexpected ways. In this interview with The Energy Report, Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan. More >

Are the 'Special Few' Manipulating Oil Prices?
Source: Kent Moors, Money Morning  (6/18/13)
"With an ability to know the inventory figures up to five seconds before the market does, major market makers can swing entire portions of the energy curve." More >

As Economy Heats Up, Will Oil Start to Sizzle?
Source: Frank Holmes, Frank Talk  (6/11/13)
"Looking ahead, if the economy starts to experience runaway inflation, history shows it makes sense to hold real assets." More >

Realize the Full Potential of Natural Gas: Jeff Grampp
Source: Peter Byrne of The Energy Report  (6/6/13)
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields. More >

Potential Oil Glut! Raymond James Analyst's Contrarian Forecast
Source: Tom Armistead of The Energy Report  (6/4/13)
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead. More >

Arab Spring Blowback Is the Key Risk in Energy Markets Now
Source: Kent Moors, Oil & Energy Investor  (6/3/13)
"This wave of unrest may have repercussions across the entire energy sector." More >

Diversification Is Key to Energy Value: Frank Holmes and Brian Hicks of U.S. Global Investors
Source: JT Long of The Energy Report  (5/30/13)
Calling the energy space underowned and a great value, Frank Holmes and Brian Hicks of U.S. Global Investors view shale oil plays as integral to an energy renaissance. Still, to hedge their bets, the two experts recommend diversification across the entire natural resources sector, including agriculture and food. In this interview with The Energy Report, they list opportunities in upstream oil and gas production, refining stocks, master limited partnerships and potash. More >

Which Oil Companies Could Benefit from Price Differentials?
Source: Tom Armistead of The Energy Report  (5/28/13)
Price differentials emerged last year as a major hurdle in oil and gas markets, but not every company is equally vulnerable to the swings and dips of different crude grades. In this interview with The Energy Report, Chad Ellison, oil and gas analyst at Dundee Capital Markets, explains how producers are protecting themselves against price downside—or increasing upside exposure. Find out which names are dancing with differentials. More >

Three Hidden Water Costs that May Already Be Boosting Energy Prices
Source: Kent Moors, Oil & Energy Investor  (5/28/13)
"Lack of supply (i.e., rising costs) is hardly the first water problem likely to be faced by energy producers. It will be from the three categories: access, treatment, and transport." More >

Matt Badiali: Why Bill Powers Is Dead Wrong
Source: JT Long of The Energy Report  (5/23/13)
Is this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the S&A Resource Report. "You can make a lot of money, unless you're Bill Powers," he says in this interview with The Energy Report. Badiali discusses the true potential for U.S. natural gas, as well as what type of energy really gets him excited. More >

Natural Gas Producers' Hedging Strategies: A Risky Bet
Source: Dave Forest, Oil & Gas Investments Bulletin  (5/22/13)
"Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging." More >

Investors Versus Traders: A Battle for Oil & Gas Profits
Source: Zig Lambo of The Energy Report  (5/21/13)
The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders. More >

Natural Gas Companies Inch Closer to LNG Export Approvals
Source: Tony Daltorio, Money Morning  (5/21/13)
"The Obama administration gave the thumbs up (a 20-year approval) to the Freeport LNG project in Texas." More >

The Hottest North American Shale Plays: Josh Young
Source: Alec Gimurtu of The Energy Report  (5/15/13)
Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in? Fund Manager Josh Young doesn't think so, and he sat down with The Energy Report to discuss the hottest (and coldest) North American shale plays. Read on to find out where he's finding bargains that could pay off handsomely. More >

Daren Oddenino: How to Spot Oil and Gas Takeout Targets
Source: Tom Armistead of The Energy Report  (5/14/13)
Let's make one thing clear: There is no magic formula to determine which company will be the next big buyout story. But if there were a formula, it would include variables like asset value, management skill level, risk profile and location, location, location. Today, C. K. Cooper & Co. Analyst Daren Oddenino joins The Energy Report to discuss M&A trends and help us solve for X. One caveat—a company that tempts an international player might leave domestic majors cold. More >