Streetwise Oil & Gas - Exploration & Production Articles
The Top LNG Export Projects in Canada
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/28/12)
"Shipping LNG to Asia is not just a great opportunity for Canadian producers, it's a necessity. U.S. gas production is expected to stay strong—and prices low—for years."
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Down-Under Energy Opportunities: Ivor Ries
Source: Zig Lambo of The Energy Report (4/26/12)
Most investors may not have Australian resource companies on their radar screens, but that doesn't mean that there aren't some great opportunities worth pursuing Down Under. In this exclusive interview with The Energy Report, Ivor Ries, utilities and energy analyst at E.L. & C. Baillieu Stockbroking Ltd., one of Australia's oldest securities firms, describes the challenges faced by energy-related companies in his country and how they are taking advantage of the opportunities available both at home and in the U.S., Canada and South America.
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Natural Gas: Why It's Time to Stop Shorting the Commodity
Source: Jared Cummans, ETF Daily News (4/25/12)
"As natural gas has continued its massive decline, a number of investors (myself included) have hopped into short positions, allowing most to receive handsome profits in recent weeks."
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Get Natural Gas 'for Free' After Massive Selloffs: Porter Stansberry
Source: Karen Roche of The Energy Report (4/24/12)
Stansberry & Associates Investment Research Founder Porter Stansberry envisions a future that is anything but rosy, but savvy investors may find solace and security against the crippling inflation he expects. In this exclusive interview with The Energy Report, the popular publisher talks about opportunities in the beaten-down natural gas industry, where investors with good timing have the opportunity to get natural gas "for free" following massive selloffs. He also discusses some niche energy plays that offer great ways to book profits in a market that has many analysts scratching their heads.
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The Oil Constriction Heats Up this Summer
Source: Kent Moors, Oil & Energy Investor (4/23/12)
"The constriction in oil availability will not hit all oil sector shares the same way. There are four overriding elements in what is coming."
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The Permian Basin Oil Play Unleashed
Source: Keith Schaefer, Oil and Gas Investments Bulletin (4/23/12)
"The Permian is bursting with new resource plays—what's old is not only new again, but pistol hot."
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Earnings Incoming, Strap In
Source: Hinds Howard, MLP HINDSight (4/22/12)
"MLP performance was varied this week, but the large caps did very well, so the MLP index was up 1.8%, slowly gaining on the S&P 500."
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Get Your Natural Gas Shopping List Ready: Eric Nuttall
Source: George S. Mack of The Energy Report (4/19/12)
Natural gas is cheap, but it's going to get cheaper. Eric Nuttall, lead portfolio manager of the Sprott Energy Fund, expects the bottom to fall out of the natural gas market as soon as this summer. But he's not all doom and gloom. In fact, he argues that natural gas is about to give investors the buying opportunity of the decade. In addition, Nuttall forecasts spectacular growth for oil-weighted juniors. In this exclusive interview with The Energy Report, he urges investors to get their shopping lists ready for a massive sale in natural gas names.
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Nixon, Gold and Oil
Source: Rick Mills, Ahead of the Herd (4/19/12)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to."
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Domestic Oil Production Is Bullish for Americans: Evan Calio
Source: George Mack of The Energy Report (4/17/12)
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere.
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What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/17/12)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas."
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The Five Main Obstacles to Energy Policy
Source: Kent Moors,Oil & Energy Investor (4/16/12)
"A 'drill, baby, drill' approach will not wean the country from an almost exclusive reliance on traditional energy. Nor is it as simple as passing the magic wand of government subsidies. It most definitely is not going to be business as usual."
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Election is 'More Heat than Light' on Energy
Source: Platts (4/16/12)
"Bill White, who served as deputy secretary of energy during the Clinton administration, says the U.S. is on the road to energy independence largely 'due to the industry itself and not the government.'"
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Natural Gas Companies: A Contrarian Bet on Higher Prices
Source: Diane Alter, Money Morning (4/13/12)
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data."
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Brazil's Biofuel Boom: Mark McHugh
Source: Peter Byrne of The Energy Report (4/12/12)
Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. In this exclusive interview with The Energy Report, McHugh explains why specialized energy feedstocks are the solution to current technological and political growth constraints, predicting that biofuel investment returns may rival historic fossil fuel profit ratios.
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Can Russia and China Break the Gas Supply Price Deadlock?
Source: Stuart Elliott and John Roberts, Platts (4/11/12)
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy."
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The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
Source: James Baldwin, Money Morning (4/11/12)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead."
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Sell in May and Go Away?
Source: Keith Schaefer, Oil & Gas Investments (4/11/12)
"Market action in 2012 is saying strongly that would be the wrong track for investors."
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Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana
Source: Zig Lambo of The Energy Report (4/10/12)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment.
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Why You Should Invest In Natural Gas
Source: Jared Cummans, ETF Daily News (4/9/12)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket."
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What Lies Ahead: A Perfect European Storm
Source: Kent Moors, Oil & Energy Investor (4/6/12)
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else."
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Oil Distribution Hiccups Will Be Resolved: Alistair Toward
Source: Zig Lambo of The Energy Report (4/5/12)
North America's oil and gas landscape is a crisscrossed map of distribution bottlenecks and price discrepancies. Nonetheless, opportunities abound for investors who know where to look, says PI Financial Analyst Alistair Toward, who expects a probable buildout in oil and gas "plumbing" to resolve North America's current distribution woes. In this exclusive interview with The Energy Report, Toward discusses companies that are benefiting from low natural gas prices, naming several light and heavy oil producers on his radar. Even in troubled markets, he argues, investors should not stop searching for the Next Big Thing.
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E&P MLP Acquisition Boom Continues
Source: Hinds Howard, MLP HINDSight (4/5/12)
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties."
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Big Picture, Small Cap Investing: Jim Letourneau
Source: Zig Lambo of The Energy Report (4/3/12)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks.
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Why Saudi Arabia Is Trying to Talk Down Oil Prices
Source: The Daily Reckoning, Dan Denning (4/3/12)
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers."
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