Streetwise Oil & Gas Articles

The Key to 'Gaming' Oil Volatility
Source: Kent Moors, Oil & Energy Investor (11/1/12)
"While markets can ride a roller coaster of sentiment on the volatility express, all aspects of these markets require energy regardless of where the curve happens to be."
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Kurdistan Oil: My Property Tour with Western Zagros Resources
Source: Keith Schaefer, Oil & Gas Investments Bulletin (11/1/12)
"Kurdistan isn't recognized as a country yet by anyone, but it exists in all but name."
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Oil Prices: As the WTI-Brent Spread Widens, Refineries Are Set to Advance
Source: Kent Moors, Money Morning (10/29/12)
"For the next 20 years, higher Brent oil prices will affect U.S. prices, even if we rely on fewer imports."
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The 'Water Alchemists' in the New Wild West
Source: Keith Schaefer, Oil and Gas Investments Bulletin (10/28/12)
"A 21st century wild-west scenario is developing in Texas. It all has to do with the fast-rising use of water in the Lone Star state's energy patch."
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The 'Water Alchemists' in the New Wild West
Source: Keith Schaefer, Oil and Gas Investments Bulletin (10/28/12)
"A 21st century wild-west scenario is developing in Texas. It all has to do with the fast-rising use of water in the Lone Star state's energy patch."
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Africa and Kurdistan Show Great Oil and Gas Potential: Lionel Therond
Source: Peter Byrne of The Energy Report (10/25/12)
With Iraqi sanctions impeding profitability, explorers and producers are flocking to Kurdistan for cheap production and access to international buyers, explains Lionel Therond, head of oil and gas research at Standard Bank. Meanwhile, discoveries throughout Africa hint at vast untapped potential. In this exclusive interview with The Energy Report, Therond gives us the geological lay of the land in key emerging plays.
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Natural Gas Has Sex Appeal: Andrew Coleman
Source: Zig Lambo of The Energy Report (10/23/12)
With prices on the rise and a cold winter approaching, some gas names have already begun to rally. But Andrew Coleman of Raymond James takes a cautious approach—that's why he looks for oil and gas companies that can survive a tough market. In this exclusive interview with The Energy Report, Coleman shares how to gain exposure to promising shale plays using defensive investing tactics. Read on to learn which companies are measuring up with strong balance sheets, dominant acreage positions and top-tier technology.
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Unlock the Eagle Ford with These Three Words
Source: Matt Insley, The Daily Reckoning (10/22/12)
"The Eagle Ford is in between the optimization phase and the harvest phase, ready to pay out for investors."
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Exxon's Biggest Canada Deal Signals Shale Rush
Source: Bloomberg, Joe Carroll and Rebecca Penty (10/18/12)
"The Duvernay shale, which is soaked in natural gas as well as petroleum liquids such as propane and ethane, which fetch higher prices, may rival the mammoth Eagle Ford formation in south Texas."
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Play Housing and Agriculture with Energy
Source: Frank Holmes, Frank Talk (10/18/12)
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet."
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Is Energy Independence Really on the Oil and Gas Agenda?
Source: The Christian Science Monitor, Kurt Cobb (10/16/12)
"Inadequate infrastructure has U.S. oil and gas priced below global rates, but when transportation costs are reduced, companies will ship their oil to the highest bidder."
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Energy Investment Is an International Adventure: Darrell Bishop
Source: Alec Gimurtu of The Energy Report (10/11/12)
Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it all.
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US Power Demand Will Cause 'Daily Volatility' in Natural Gas Flows: TransCanada
Source: Platts (10/10/12)
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services."
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Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky
Source: Zig Lambo of The Energy Report (10/9/12)
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well.
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Iran's Currency Collapse Has All the Markings of a Full-Blown Crisis
Source: Kent Moors, Money Morning (10/9/12)
"Oil sanctions and ever-tighter restrictions to international banking have had a devastating impact on the rial, Iran's currency. Riots have begun and its economy is unraveling."
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EU Backs Away from Stricter Offshore Oil, Gas Rules: MEPs
Source: Jane Morecroft and Kimberly Peterson, Platts (10/9/12)
"The energy committee voted to switch from a detailed, technical regulation to a more flexible directive that will allow countries to adapt the rules to existing systems."
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Energy Technologies with a Competitive Edge: James McIlree
Source: Peter Byrne of The Energy Report (10/4/12)
Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery.
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Energy Basics Trump Obama/Romney Trade: Q&A with Blackstone's David Foley
Source: TheStreet, Antoine Gara (10/4/12)
"Notable in Foley and Blackstone's energy investing approach is a lack of short-term bets, such as reading tea leaves for election year policy change, and instead, a focus on long-term exploration and development trends that work regardless of who takes the White House."
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Why My Portfolio Gained 30% This Year: John Stephenson
Source: Zig Lambo of The Energy Report (10/2/12)
Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly.
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Why an Islamic Revolution in Saudi Arabia Will Send Oil to $300/bbl
Source: Marin Katusa, Casey Research (10/2/12)
"Is a 1973-style oil crisis about to engulf the entire world?"
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Pipeline Infrastructure Needed for the Bakken
Source: Brianna Panzica, Energy & Capital (10/2/12)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource."
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Investing in Oil: Five Questions to Ask the Management
Source: Keith Schaefer, Oil & Gas Investments Bulletin (10/1/12)
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements."
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Commodity Stocks: Improving Returns with No Extra Volatility
Source: Frank Holmes, Frank Talk (10/1/12)
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results."
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The Case of the Missing 200 Million Barrels of Oil: Marshall Adkins
Source: George S. Mack of The Energy Report (9/27/12)
Supply threats in the Middle East have governments around the world hoarding oil, largely in secret. But it didn't get past Raymond James Director for Energy Research Marshall Adkins, who noticed the 200 million-barrel discrepancy between what was pumped and reported global oil reserves. Where did the missing oil go, and why don't prices reflect this substantial surplus? More importantly, what happens once the reality of an oversupply sets in?—A tough six months, Adkins expects. Read on to find out where you can hide when prices plummet.
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Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer
Source: Peter Byrne of The Energy Report (9/25/12)
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper.
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