Five Oil and Gas Companies Analyst Joel Musante Digs
Source: Zig Lambo of The Energy Report  (3/7/13)
Many observers believe that the best days of domestic oil and gas production are long gone—and they may be right. But that doesn't mean there isn't a lot more petroleum product to be found right here in North America, even in fields that have been previously worked. In this interview with The Energy Report, Joel Musante, a senior research analyst at C. K. Cooper, profiles several companies that are still coming up with some impressive numbers. More >

Canada's Shale Boom: Unlocking Alberta's Oil and Gas
Source: Matt Insley, The Daily Reckoning  (3/4/13)
"If you want to profit from North America's shale boom, all you have to do is follow the drill rigs." More >

Shale Envy: Why North America Is the Global Oil & Gas Sweet Spot
Source: Zig Lambo of The Energy Report  (2/28/13)
With its wide open plains and existing infrastructure, services and workforce, North American oil and gas development is attracting admiration around the globe—and prompting other countries to scratch beneath the surface in search of their own shale revolution. Peter Dupont, oil and gas analyst at Edison Investment Research in London, tells The Energy Report why the U.S. and Canada have retained their lure and discusses vast untapped potential in a number of developing international plays. More >

Drilling Efficiency: Lowering the Break-Even Price of Natural Gas
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (2/28/13)
"The gas rig count in the U.S. has dropped by more than half in the last 18 months, but production continues at record levels. Why is that?" More >

James West: Oil and Gas Beats Mining Hands Down
Source: Zig Lambo of The Energy Report  (2/26/13)
Interest rates may be near zero, but financing big projects is still tough for most mining companies. That's why James West has switched his focus to energy investments, where the payoff is often much faster. In this interview with The Energy Report, West explains why intermediate-term energy opportunities have become his sweet spot. More >

Don Coxe: Take Advantage of Energy Sector Upside
Source: Peter Byrne of The Energy Report  (2/21/13)
There are many reasons to be bullish about energy resources, says commodity investment specialist Don Coxe. He treats The Energy Report to a downside-upside tour of the recovering financial system, bearing good news for energy investors. Find out which sectors Coxe says are on the move. More >

Mat Wilson: Following the Money to Undervalued Contrarian Plays
Source: Brian Sylvester of The Energy Report  (2/21/13)
If you look very closely, you'll find some big players in the energy market sinking a lot of dollars into some very unconventional plays. Mat Wilson, an analyst with Pinetree Capital in Toronto, is following a trail of billion-dollar shale exploration and development investments from Canada to Texas and South America. Wilson tells The Energy Report which small-cap names are linked with hefty, large-cap investments and why they stand to benefit. More >

Survival of the Fittest in Energy Investment: Malcolm Gissen and Marshall Berol
Source: Peter Byrne of The Energy Report  (2/19/13)
Times may be tough for energy commodities, but Encompass Fund Managers Malcolm Gissen and Marshall Berol are hard-core survivors. In this interview with The Energy Report, the dynamic duo share their tactics for winning in 2013 after decades of experience investing in uranium, oil and gas, coal, hydroelectric and geothermal energy. More >

Refinery Stocks: What I'm Buying Right Now
Source: Keith Schaefer, Oil and Gas Invesments Bulletin  (2/15/13)
"There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now." More >

Do the Companies You Hold Have a Backup Plan? They Should, Says Tim Murray
Source: Zig Lambo of The Energy Report  (2/12/13)
Hiccups, either market- or operations-related, are the norm rather than the exception, especially in the junior oil and gas space. That's why Tim Murray, oil and gas analyst at Desjardins Securities, prefers to invest in management teams with long-term vision and a plan for worst-case scenarios. A stellar balance sheet doesn't hurt, either. In his interview with The Energy Report, Murray shares stories of capable management teams that are rolling with the punches—and rewarding investors who stick with them. More >

Keith Schaefer: Refineries Will Be Big Winners When Price Gaps Widen
Source: Zig Lambo of The Energy Report  (2/7/13)
The Street thinks oil price differentials stem from lack of pipelines. That's only partly true, says Keith Schaefer, editor of Oil & Gas Investments Bulletin, arguing that limited refinery capacity is just as big a challenge. Schaefer expects most investors to be caught completely off guard when the Brent/WTI gap widens and light oil prices plummet later this year, and in his nuanced interview with The Energy Report, he tells us who stands to profit, who stands to lose and why select natural gas companies are getting a lot of love right now. More >

The New Valuation Paradigm in Small-Cap Energy Stocks: Josh Young
Source: Alec Gimurtu of The Energy Report  (2/5/13)
What's more important: the size of the acreage or the amount of oil and gas gushing from it? Josh Young, founder of Young Capital Management, sees investors shifting their attention to the latter category. However, Young is more focused on the risk an investment poses compared to its potential reward. In this Energy Report interview, Young discusses which stocks have him particularly excited and why he sees interesting times ahead for oil—and the small caps that produce it. More >

What the Narrowing WTI/Brent Price Gap Means for Investors: Elliott Gue
Source: Zig Lambo of The Energy Report  (1/29/13)
Increasing pipeline capacity in the U.S. is expected to help close the troubling price differential between West Texas Intermediate and Brent prices. In this interview with The Energy Report, newsletter editor and international stock market strategist Elliott Gue discusses how this trend and other developments are affecting investment prospects, sharing some favorite names with upside potential. More >

Turkey’s Oil Potential: Onshore and Offshore
Source: Jen Alic, Oil & Gas Investments Bulletin  (1/29/13)
"With one of the top shale oil prospects in the world, Turkey's potential is as big as the Barnett Shale in Texas." More >

Will 'Saudi America' Become a Reality?
Source: Tony Daltorio, Money Morning  (1/28/13)
"U.S. energy independence has been a dream since the oil embargoes of the 1970s. But this vision of a 'Saudi America' has always been just a dream." More >

Hedge Funds Signal Energy Change
Source: Kent Moors, Oil & Energy Investor  (1/28/13)
"There is an easy way to see where the market thinks a particular sector is heading. Check into which futures contracts top hedge fund managers are moving money."
More >

Stansberry's Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand
Source: JT Long of The Energy Report  (1/24/13)
What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks. More >

Chen Lin: How My Portfolio Gained 63% in 2012
Source: Zig Lambo of The Energy Report  (1/17/13)
Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% in 2012. Learn how Lin played price differentials and dividends to create outstanding gains in a challenging year, and what his moves for 2013 may be. More >

Play the Bakken Oil Boom Like Buffett
Source: Tony Daltorio, Money Morning  (1/14/13)
"The Bakken oil formation isn't just an investing opportunity; it's transforming the U.S. energy landscape." More >

Sam Wahab: Coal and Natural Gas Stocks That Could Profit in a Topsy-Turvy Global Market
Source: Peter Byrne of The Energy Report  (1/10/13)
From the coal beds of Indonesia to oil and gas fields throughout Europe, Sam Wahab of the London-based investment firm Seymour Pierce is a master at spotting investment opportunities in the topsy-turvy world of fluctuating energy prices. In this interview with The Energy Report, he deftly defines the structural problems affecting gas and coal markets, while identifying some plays that demonstrate the savvy to come out on top. More >

Mark Lackey: Energy Stocks Could Deliver Stealth Profits
Source: Zig Lambo of The Energy Report  (1/8/13)
In the midst of a global market lull, many companies are sitting on their hands, argues Mark Lackey of CHF Investor Relations. That's why he's scoping out smart management that's keeping busy and making great progress—whether or not the markets are quick to notice. Learn who's getting a running start in the uranium, oil and natural gas spaces in this Energy Report interview. More >

The Best-Positioned Companies for 2013: Phil Weiss
Source: Zig Lambo of The Energy Report  (1/3/13)
The trading ranges for oil and gas haven't changed that much since we last touched base with Phil Weiss, senior analyst at Argus Research, but the entire landscape for both North American and international oil and gas exploration has shifted dramatically. In this interview with The Energy Report, Weiss summarizes the impacts of increased production both at home onshore and in international waters, sharing some names he finds best positioned to benefit in the coming year. More >

Bakken Oil Production: Can the Giant Oil Formation Reach 1 Million Barrels a Day?
Source: Keith Schaefer, Oil and Gas Investments Bulletin  (12/28/12)
"If so, it would join an elite group of oil fields able to produce at that rate." More >

US Energy Independence: The Next Big Thing for 2013?
Source: Rita Sapunor of The Energy Report  (12/27/12)
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or on the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned. More >

Byron King's Shocking 2013 Predictions
Source: Brian Sylvester of The Energy Report  (12/20/12)
Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, is expecting surprises in the energy sector in 2013. In this interview with The Energy Report, King discusses his forecasts for fracking's impact on oil and gas prices, a worldwide uranium shortage and a possible change in the economics of alternative energy sources. More >