Streetwise Oil & Gas Articles
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.
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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.
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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."
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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.
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How to Play the Resurgence in Oilfield Services
Source: Kent Moors, Oil & Energy Investor (1/10/13)
"Whenever a recovery begins in crude oil and natural gas, it always begins upstream, usually very far upstream."
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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.
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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.
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Can the Bakken Oil Formation Reach 1 Million Barrels a Day?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (1/3/13)
"If so, it would join an elite group of oil fields able to produce at that rate."
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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."
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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.
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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.
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How to Find Undervalued Energy Stocks: Ray Saleeby
Source: Peter Byrne of The Energy Report (12/18/12)
To find undervalued energy stocks that offer upside and stability, look for utilities with undervalued energy assets. That's Ray Saleeby's preferred method, and the experienced value investor has shared his top picks in this Energy Report interview, along with some research pointers. Read on to find spin-off pearls missed by overspecialized market analysts.
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Now Is the Time to Buy These Oil Refiners and Coal Stocks
Source: Kent Moors, Oil & Energy Investor (12/18/12)
"There will be several beneficiaries in the energy sector as hedge fund managers make their moves over the next few weeks."
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Good-bye Gasoline: Natural Gas in American Vehicles
Source: Brianna Panzica, Energy and Capital (12/15/12)
"It began with the oil and gas companies, and now it's moving to state fleets. Soon enough, there will be natural gas vehicles on every block."
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Porter Stansberry: End the Ban on US Oil Exports
Source: Karen Roche of The Energy Report (12/13/12)
Porter Stansberry doesn't mince words. Politicians? Scumbags. People in general? Lazy. Laws against oil exports? Disastrous. In this interview with The Energy Report, the Stansberry & Associates Investment Research founder argues that oil exports could usher in an era of unprecedented prosperity, if legislation would only allow it. However, he says there's no holding back U.S. energy wealth; the profits will sprout up in oil- and gas-related industries like fertilizer, petrochemicals and shipping. Find out where Stansberry is putting his money. This time, it's not on E&Ps.
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Governors Take Energy into Their Own Hands
Source: T. Boone Pickens (12/12/12)
"Power, in the form of innovation and ideas, will shift from the nation's capital to the capitals of the 50 states."
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Why the Pros Bet Contrarian: Sprott Execs Bambrough and Dimitriadis
Source: Zig Lambo of The Energy Report (12/11/12)
When oil was in the limelight, Sprott's Bambrough and Dimitriadis went for wallflower companies in beaten-down sectors. Since 2007, the pair has seen striking highs and lows in natural gas, coal and potash and invested accordingly, infusing companies with much-needed capital and creating startling profits during sector upswings. Read on to benefit from the wisdom these two successful fund managers share in this Energy Report interview and find out where the duo is looking next for major growth.
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Weighing the Risks in International Oil Plays
Source: George S. Mack of The Energy Report (12/6/12)
Explorers and producers need to go where the oil is. But how do you balance resource upside potential with jurisdictional risk? Amin Haque of Stonecap Securities argues that jurisdiction risk isn't a deal-breaker if management knows how to mitigate it. In this interview with The Energy Report, Haque shares some companies that meet those criteria, favoring redevelopment plays that avoid exploration risk. Find out which teams are using new technologies to turn proven reserves into economic international projects.
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Are the Russians on the Verge of a Major Arctic Oil Coup?
Source: Kent Moors, Money Morning (12/5/12)
"New developments in Arctic oil could open up a whole new range of investment opportunities."
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Put These Shale Oil Fields on Your Radar for Energy Profits
Source: Tony Daltorio, Money Morning (12/4/12)
"The shale oil fields in Oklahoma and South Dakota remain largely unknown to energy investors."
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These Signs Point to Higher Oil Prices in 2013
Source: Ben Gersten, Money Morning (12/3/12)
"Positive manufacturing data from China, the hopes for a fiscal cliff resolution and a subsequent market rally, along with the ever-present risk of violence and chaos in the Middle East, are all sending oil prices higher."
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The Significant Impact of US Oil Production
Source: Frank Holmes, Frank Talk (12/3/12)
"To benefit from these rising trends in production, look to U.S. oil refiners—they have two distinct advantages."
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Rick Rule: A Global Perspective on US Energy Independence
Source: Karen Roche of The Energy Report (11/27/12)
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.
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In Search of the Next Bakken Shale Oil Field
Source: Tony Daltorio, Money Morning (11/27/12)
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil."
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The Huge Risk-Reward Scenario with East Africa Oil
Source: Jen Alic, Oil & Gas Investments Bulletin (11/25/12)
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together."
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