Streetwise Oil & Gas - Exploration & Production Articles
You Don't Want to Miss This Opportunity
Source: Frank Holmes, Money Morning (7/19/12)
"Looking at the results of metals and natural resources during the first half of 2012, only four commodities on our periodic table pulled off a positive return. Wheat grew the most, rising 13%, followed by single-digit rises from corn, gold and copper."
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Why Gas Prices Are Heading Higher
Source: Kent Moors, Money Morning (7/18/12)
"On the way down, gasoline price declines were exceeding the reduction in oil prices. Now, we have the opposite trend."
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Continuing Commodities Super Cycle Not All About China Any More
Source: Geoff Candy, Mineweb (7/18/12)
"Analysts feel the commodities super cycle is not behind us, but global population growth will see the center move from China to other areas of the developing world."
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Why the World Is Coming for America's Oil
Source: Forbes, Christopher Helman (7/18/12)
"Soaring oil output from the Bakken Shale fields, coupled with increased deepwater output primarily from the Gulf of Mexico, has pushed up U.S. domestic oil production by 12% since 2008."
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Buy 'Discount Darling' Oil Stocks This Summer: Ray Kwan
Source: Zig Lambo of The Energy Report (7/17/12)
Not every beaten-down oil stock is necessarily a bargain. Picking the true gems requires in-depth analysis of the type that Ray Kwan, professional engineer and oil and gas analyst, does at Macquarie Capital Markets. In this exclusive interview with The Energy Report, he explains what to look for and talks about several of his "discount darlings" and why he thinks they offer investors a good shot at above-average returns.
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Floating LNG: The New Revolution in Offshore Natural Gas
Source: Keith Schaefer, Oil & Gas Investment (7/17/12)
"A full 10% of the world's LNG is expected to be sourced offshore by the end of this decade, with costs potentially as much as 40% lower than onshore projects."
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Is Natural Gas Ready to Pop?
Source: Chris Vermeulen, The Gold And Oil Guy (7/17/12)
"Over the last two weeks, there been significant support above $18 and significant volume for natural gas."
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Coal Vs. Nat Gas: Fossil Fuels Compete for Generation
Source: Scientific American, Melissa Lott (7/15/12)
"Generation costs for plants fueled by natural gas fell dramatically in the past two decades, prompting a continuing trend of substituting coal with natural gas-fired generation."
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Oil Marches Forward on Volatility and Geopolitical Tensions
Source: Kent Moors, Oil & Energy Investor (7/13/12)
"Regardless of the increasing domestic sourcing in the U.S., the wider market will still determine the price. And the combination of volatility and geopolitics is setting a higher floor for crude oil."
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Build Profits with Deep-Value Energy Stocks: Chen Lin
Source: The Energy Report Editors (7/12/12)
Chen Lin is the ultimate do-it-yourself investor, and uses his know-how to add value to his own portfolio. He's up yet again this quarter, a feat he attributes to gains in some of his top energy holdings. In this exclusive interview with The Energy Report, the What Is Chen Buying? author profiles his favorite picks and explains why dividends are pivotal in a risk-averse market.
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Salazar Proposes Potash, Oil and Gas Plan
Source: Associated Press, Susan Montoya Bryan (7/12/12)
"Interior Secretary Ken Salazar introduced a proposal that could end a decades-long squabble over oil and natural gas development in an area that makes up the nation's greatest potash reserve."
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East Africa Set for Major Gas, Oil Transformation
Source: Jacinta Moran, Platts (7/12/12)
"Oil and gas activity has started rolling in East Africa, as drilling activity ramps up, long-awaited deals are sealed and oil companies scramble to get a slice of what could be an energy goldmine."
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The Race for Energy Resources Just Got Hotter
Source: Marin Katusa, Casey Research (7/11/12)
"With easy energy resources nearly tapped out, several companies (and countries) are scrambling to try to secure future supplies now, leading to some very interesting deals."
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Kenya's Deepwater Debut Heralds East Africa's First Oil
Source: Bloomberg, Eduard Gismatullin (7/11/12)
"'East African exploration is at a very early stage, and yet success so far has been very significant. The industry is following behind and trying to establish positions.'"
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How to Play Utica Opportunities of a Lifetime: Neal Dingmann
Source: Brian Sylvester of The Energy Report (7/10/12)
The Utica is one of the best plays in the U.S., not just because it's new, but because its potential is not fully known, according to Neal Dingmann, managing director of investment bank SunTrust Robinson Humphrey. While lagging well results have kept the Utica a hidden gem, several companies are poised to reveal impressive results. Dingmann discusses undervalued companies capitalizing on the play in this exclusive interview with The Energy Report.
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Iran Just Can't Stop Pumping Oil
Source: CNNMoney, Steve Hargreaves (7/10/12)
"Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea."
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James West's Secrets for Finding Tenbaggers
Source: Brian Sylvester of The Gold Report (7/9/12)
Despite some rotten apples in the past, good, ethical promoters are "essential to the life cycle of public companies," according to James West, author and publisher of the Midas Letter. The best of them tell a credible story about the company's structure, finances and deposit. When promoters do their jobs and investors do their homework, everyone stands to benefit from the legendary "tenbaggers," such as those that West shares in this exclusive Gold Report interview.
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Four Things Suppressing Crude Oil Prices Today
Source: Kent Moors, Money Morning (7/9/12)
"Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations."
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Three ETFs for the Unconventional Oil Revolution
Source: Eric Dutram, Zacks Investment Research (7/6/12)
"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space."
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Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol
Source: Brian Sylvester of The Energy Report (7/5/12)
Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview.
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A Price Shock for Canadian Natural Gas?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/5/12)
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"
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Which Course Will North American Natural Gas Producers Choose?
Source: Marin Katusa, Casey Research (7/5/12)
"Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?"
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Falling Oil Prices Offer Great Stock Buying Opportunities: Byron King
Source: Zig Lambo of The Energy Report (7/3/12)
The "experts" had been talking about oil prices going to $130 per barrel. Now there's talk of $50–60 per barrel oil. Either end of that spectrum is not sustainable in the long run, says Byron King. In this exclusive interview with The Energy Report, he explains why he believes prices will settle in the $80–100 range. In the meantime, the recent pullback offers some interesting buying opportunities for investors ready to pounce when the market finds a bottom, as well as some names investors can nibble on right now.
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Buy American with These Three Commodity ETFs
Source: Eric Dutram, Zacks Investment Research (7/3/12)
"Agricultural products are feeding biofuel demand, while natural gas exports could drastically reshape energy markets."
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Twitter: Ten Natural Gas Traders Worth Following
Source: Michael Johnston, ETF Daily News (7/3/12)
"Investors must stay on top of developing news and breaking trends in this volatile industry. One of the best ways to stay in the know is to utilize Twitter."
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