Streetwise Oil & Gas - Exploration & Production Articles
A Total Overhaul of the Global Oil Patch
Source: Byron King, The Daily Reckoning (5/13/13)
"Can energy exporters just turn the valves, lower output and ship out less oil in order to goose up the price? Not likely."
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Keith Schaefer Names the Last-Standing Shale Plays
Source: Peter Byrne of The Energy Report (5/9/13)
Shale oil has been North America's great experiment, says Oil & Gas Investments Bulletin Editor Keith Schaefer. But in this interview with The Energy Report, he questions the experiment's success and predicts steep declines ahead, with just a few formations left to supply the market. The question is what shale play will last the longest? Read on to find out how—and when—to get positioned for the end of the shale revolution.
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Bill Powers: Pickens and Stansberry Wrong, Shale Gas Production to Fall
Source: Tom Armistead of The Energy Report (5/7/13)
Energy pundits sing natural gas' praises, but Bill Powers, author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," isn't buying it. He sees serious flaws in how reserves are reported, and his own research shows steep, across-the-board production declines in the near future. Nonetheless, he expects a multiyear bull run for the resource, and recommends investors get positioned before scarcity hits—just five to seven years from now. Find out which companies Powers is betting on in this interview with The Energy Report.
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Porter Stansberry vs. Marin Katusa: I Win, You Lose!
Source: Marin Katusa, Casey Research (5/7/13)
"This means there are tremendous opportunities to profit while we wait for the rest of the world to catch up."
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How to Make Money in Range-Bound Energy Markets
Source: Kent Moors, Oil & Energy Investor (5/6/13)
"Hedge using market sectors."
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Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS'
Source: JT Long of The Energy Report (4/30/13)
What the "tree huggers" don't realize, says 321energy.com founder Bob Moriarty, is that "the BMWs they drive to anti-Keystone protests need fuel." But the pipeline supporters who expect that fuel to come from American sources are just as delusional, Moriarty asserts in his scathing interview with The Energy Report. That's why he's looking beyond North America for lucrative oil plays. Find out which international producers may be ideally positioned to supply an energy-hungry U.S., and why Moriarty believes oil should be taxed "to the limit."
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Unconventional: Jim Letourneau's Investment Taste
Source: Tom Armistead of The Energy Report (4/25/13)
Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position. He's an unapologetic advocate of oil sands development and a shrewd analyst of the companies large and small that are active both in the Alberta oil sands and in the U.S. oil patch. In this interview with The Energy Report, he shares his insights into one of Alberta's largest oil sands players and one of its newest and smallest, as well as a well-positioned startup in the Texas Midland basin and northwestern Montana's Williston basin.
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Back the Dollar with Energy, Not Gold
Source: Bill James, OilPrice.com (4/24/13)
"Backing money with energy, not gold or debt, will cause people to gather energy."
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Need for Energy Integration Will Create Opportunities
Source: Kent Moors, Oil & Energy Investor (4/23/13)
"Advances like these are going to make the energy balance an interesting and profitable story to follow."
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Curse of the Black Gold: How Oil Exporters Reach Financial Collapse
Source: Gail Tverberg, Economy Watch (4/22/13)
"Declining production capabilities, coupled with the volatility of oil prices, can lead some exporters down a road to financial collapse."
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Profit from Domestic Energy Growth with Upstream MLPs
Source: Zig Lambo of The Energy Report (4/16/13)
Sideways oil and gas markets don't mean that investors can't find good upside opportunities and get paid while they wait for more exciting times. Michael Peterson, managing director and senior equity analyst at MLV & Co., tells The Energy Report why upstream MLPs offer stability and continued growth and which names stand out from the crowd.
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Dividends Galore: A 1970's Solution for Cheap Crude
Source: Neil George, The Daily Reckoning (4/16/13)
"In those days, oil was a weapon."
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Don't Be a Retail Lemming—Buy at the Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report (4/11/13)
A short-term investor's trash is a long-term investor's ticket to returns, and with resource stocks hitting all-time lows during a time of robust commodity prices, now is the time to snap up promising energy companies, Steve Palmer asserts. As a founder of AlphaNorth Asset Management, one of Canada's market-leading investment firms, Palmer has a practiced eye for spotting winners in a troubled market. He shares his picks in this interview with The Energy Report.
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Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice
Source: Peter Byrne of The Energy Report (4/9/13)
What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years.
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U.S. Crude Exports May Be Coming
Source: Kent Moors, Oil & Energy Investor (4/8/13)
"Price gyrations are prompting another round of concerns over supply and production."
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Can Gas Developers Prosper with Low Prices? Ryan Galloway Says Yes
Source: Tom Armistead of The Energy Report (4/4/13)
Low natural gas prices and volatile oil prices should not hinder investors in the oil and gas sector. In fact, low prices carry their own benefits. Casimir Capital Analyst Ryan Galloway describes a number of oil and gas juniors with savvy management, impressive development strategies and strong prospects of success that have earned a "Strong Buy" from him. Read more in this Energy Report interview.
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Bullish on Oil Prices? Two Reasons You Might Change Your Mind
Source: George S. Mack of The Energy Report (4/2/13)
The downturn beginning in 2008 triggered a macroeconomic meltdown that would disrupt all markets, domestic and global. Demand for petroleum diminished just as new technologies were beginning to gush out oil and gas in never-before-seen volumes, creating a perfect storm that would depress prices. Now that oil prices have rebounded, is the worst behind us? In this interview with The Energy Report, Director of Energy Research Marshall Adkins of Raymond James & Associates discusses the events of the last five years and the near-term prospects for energy-related investments.
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Three Global Threats that Keep This Stonecap Analyst Up at Night
Source: Zig Lambo of The Energy Report (3/28/13)
As the demand for oil and gas grows worldwide, investors have to look beyond their geographic comfort zones and seek out opportunities in places less familiar than just North America. In this interview with The Energy Report, Amin Haque, energy analyst at Stonecap Securities, reviews his current thinking on some of the risks associated with energy production on an international basis and points out some of his favorite situations, which he believes will provide investors with above-average returns in the current market environment.
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Two Trends Making Investors Money in the Canadian Energy Patch
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/28/13)
"Can the uptrends continue?"
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The Smart Money Buys When There's Blood in the Streets: Jeb Handwerger
Source: Zig Lambo of The Energy Report (3/26/13)
For Jeb Handwerger of Gold Stock Trades, it's not a matter of if the uranium sector will rebound, but when. He's already pounced on the three-year low that hit the spot price in 2011, but as Handwerger tells The Energy Report, investors can still benefit from an equity uptick in the uranium, potash and coal sectors.
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LNG on the March, Shale Oil Reserves Expand
Source: Ian Madsen, Zacks Investment Research (3/26/13)
"More and more LNG expansion is progressing across North America."
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Marin Katusa: Fortune Favors the Bold Energy Investor
Source: JT Long of The Energy Report (3/21/13)
Tough markets have the average investor crying uncle, but now is not the time to lament losses—it's time to bargain shop, suggests Marin Katusa, senior editor of Casey's Energy Opportunities. China is snatching up energy prospects around the world in anticipation of ever-tightening oil markets. Meanwhile, there is already money to be made in international markets where consumers are paying double the price for U.S. natural gas. In his interview with The Energy Report, Katusa says bold investors who target the right companies could "get a Rolex for the price of a Timex."
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How to Play Energy Markets Like Rockefeller
Source: Casey Energy Team (3/14/13)
"Being patient—letting the market come to us rather than chase it ourselves—will give us the best bang for our buck."
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Malcolm Shaw Likes Under-Covered, Unloved Energy Stocks
Source: Zig Lambo of The Energy Report (3/12/13)
As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts. In this interview with The Energy Report, Shaw discusses the disconnects he sometimes finds between a company's fundamentals and its stock price, and why uranium is his favorite unloved sector right now.
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In Oil, Bigger Isn’t Always Better
Source: Kent Moors, Oil & Energy Investor (3/12/13)
"There is a growing recognition that how big a company is no longer automatically determines profitability."
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