Streetwise Oil & Gas - Exploration & Production Articles
Avoid These Energy Sector Investment Traps
Source: Marin Katusa, Casey Research (4/2/12)
"Successful investing is based on comparing good information about hundreds of companies and selecting those that stand out. But comparisons only work when each candidate can be examined across a standard set of parameters."
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Profit from the High-Liquid Montney Play
Source: Resource Clips, Joel Chury (3/30/12)
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players."
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Nat Gas Inventory in Record Territory
Source: Zacks Equity Research (3/30/12)
"Gas stocks, currently some 59% above the benchmark five-year average levels, are at their highest point for this time of the year, reflecting low demand amid robust onshore output."
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Oil and Gas: A Tale of Two Prices
Source: Kent Moors, Money Morning (3/30/12)
"How can the price of oil be declining, yet the price of gasoline remain so high?"
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The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence
Source: Jason Simpkins, Money Morning (3/29/12)
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel."
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Crude Supply and Retail Price Not Related: AP
Source: John Kingston, Platts (3/27/12)
"The conclusion of the AP article is very clear: U.S. production of oil has no impact on the price of retail gasoline in the U.S."
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How Utilities Are Boosting Natural Gas Prospects
Source: Kent Moors, Money Morning (3/26/12)
"Low current prices are allowing electricity managers to plan multiyear cost projections. That, in turn, is propelling the intensified replacement of aging capacity with new gas-fueled plants."
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Oil ETFs with a Twist
Source: ETF Daily News, Daniela Pylypczak (3/26/12)
"There are a number of other lesser known options that deliver unique ways to bet on energy prices."
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Poll: Americans Support Hydraulic Fracturing by More than 2-1 Margin
Source: JD Krohn, Energy In Depth (3/25/12)
"Nationwide, Americans strongly support more energy development and believe consumers will ultimately benefit."
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Why the US Desperately Needs an East–West Oil Pipeline
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/21/12)
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down."
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The Bullish Case for Large-Cap Oil Stocks: Fadel Gheit
Source: George Mack of The Energy Report (3/20/12)
With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth.
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Perils and Profits in Offshore Drilling
Source: Michel Massaad, Oil & Gas Investments Bulletin (3/20/12)
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved."
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The German Renewable Revolution
Source: Kent Moors, Money Morning (3/19/12)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power."
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Oil Bull Market Is No Place For MLP ETF Investors
Source: Eric Dutram, Zacks Investment Research (3/19/12)
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity."
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PetroDollars: The EU and Canada Making Peace over Oil Sands
Source: Gary Park, Platts (3/19/12)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe."
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Gold, Silver, Oil and the Fear Index Trends
Source: Chris Vermeulen, The Gold and Oil Guy (3/18/12)
"Gold will look bullish around $1,600/oz, gold miners (GDX) around $48/share, and silver around $30/oz, but we need to see one more wave of strong distribution selling for that to take place."
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Profit with Undiscovered Oil and Gas Plays: Josh Young
Source: Zig Lambo of The Energy Report (3/15/12)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value.
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Rising Fuel Costs and the Next Revolution
Source: Clif Droke, Gold Strategies Review (3/14/12)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy."
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The Challenge of US Energy Self-Sufficiency
Source: Kent Moors, Money Morning (3/14/12)
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources."
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The Story Behind US Gas Price Pain
Source: Marin Katusa, Casey Research (3/13/12)
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?"
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How To Invest in LNG Shipping
Source: Keith Schaefer, Oil and Gas Investment Bulletin (3/11/12)
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?"
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Platform Hopping in the North Sea
Source: Kent Moors, Oil & Energy Investor (3/8/12)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential."
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What Someone Needs to Ask the Presidential Candidates
Source: James Baldwin, Money Morning (3/7/12)
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?"
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Should We Subsidize Natural Gas Engines?
Source: Kevin Cook, Zacks Investment Research (3/7/12)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
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From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan
Source: George S. Mack of The Energy Report (3/6/12)
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
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