Streetwise Oil & Gas - Exploration & Production Articles
Falling Oil Prices: Worrying Trend or Saving Grace?
Source: Marin Katusa, Casey Research (9/20/11)
"When oil prices stay too high for too long, they choke out economic growth."
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The Polish Energy Revolution Begins
Source: Kent Moors, Money Morning (9/20/11)
"Visiting the first advanced drilling site in eastern Poland, Prime Minister Donald Tusk committed the country to extracting shale gas beginning in 2014."
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Nat Gas-to-Liquids Coming to U.S.
Source: Ian Madsen, Zacks Investment Research (9/20/11)
"This may be the start of a major movement to substitute domestic natural gas for imported crude. The investment implications are enormous."
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U.S. Oil and Gas Renaissance: These States Aren't Suffering
Source: Ian Cooper, Wealth Daily (9/20/11)
"With the era of cheap oil coming to an end, North American oil and gas production has nowhere to go but up."
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Oil Futures Inch Higher
Source: Dow Jones, Christian Berthelsen (9/20/11)
"Oil futures reversed a two-day losing streak following a recovery in U.S. equities and the euro."
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There Will Be Oil
Source: The Wall Street Journal, Daniel Yergin (9/19/11)
"For decades, advocates of 'peak oil' have been predicting a crisis in energy supplies. They've been wrong at every turn."
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World Oil Use Seen Surging 27% by 2035
Source: Reuters, Ayesha Rascoe (9/19/11)
"Proposed rules requiring automakers to improve fuel efficiency in the United States were not factored into the forecast."
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Kevin Smith: Generate Huge Cash Distributions with MLPs and Royalty Trusts
Source: George Mack of The Energy Report (9/15/11)
There are few places to hide in turbulent markets, but low bond yields and faltering commercial real estate are driving income investors to U.S. royalty trusts and master limited partnerships (MLPs), where high energy prices are generating huge quarterly cash distributions for shareholders. In this exclusive interview with The Energy Report, Raymond James Associate Analyst Kevin Smith discusses his favorite names where investors are reaping both income and growth.
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Traders Split on Knife-Edge Oil Outlook
Source: Financial Times, Javier Blas (9/15/11)
"Hedge funds expect a drop, while most physical traders are betting on rising prices. The battle is changing the oil market's structure."
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"Time Machine" Will Test Effects of Fracking
Source: Sydney Morning Herald, Ben Cubby (9/14/11)
"The unique centrifuge takes clay samples from the walls of underground aquifers and subjects them to extreme pressure."
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The Natural Gas Oversupply and How to Play It
Source: Investing Daily, Elliot Gue (9/14/11)
"The cleanest-burning fossil fuel, natural gas should continue to win market share, despite its current depressed level."
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Porter Stansberry: U.S. Shifts to Gas Export Role
Source: Karen Roche of The Energy Report (9/13/11)
With America "the Saudi Arabia of natural gas," as Stansberry & Associates Investment Research Founder Porter Stansberry puts it, U.S. energy independence is no longer a pipe dream. It's evolved from political posturing to promise based on practical factors that he shares in this Energy Report exclusive. Porter's "incredibly bullish" outlook stems in part from technological efficiencies that will help bring enormous amounts of new U.S. production online. Exploiting these technologies, he states, presents the "greatest opportunity the energy complex has over the next several decades."
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Oil Prices Caught Between Two Trends
Source: Bloomberg, Chris Kahn (9/13/11)
"Europe faces debt problems that could slow its economy, while developing nations are on track to boost oil demand to a record."
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U.S. Behind on Offshore Drilling Plan
Source: Houston Chronicle, Jennifer Dlouhy (9/13/11)
"The five-year outer continental shelf plan is 'the bible' for planning offshore investments."
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Hinds Howard: The MLP Market Is Wide Open
Source: Zig Lambo of The Energy Report (9/13/11)
MLPs may be the best-kept secret on Wall Street. Representing the midstream segment of the energy supply chain, Master Limited Partnerships offer stable returns through U.S. energy infrastructure investment. In this exclusive interview with The Energy Report, Fund Manager Hinds Howard explains the peculiarities of this growing niche market and shares some quality stocks at fire-sale prices.
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A Warning for Poland's Shale Gas Developers
Source: Kent Moors, Money Morning (9/13/11)
"Authorities must weigh potential economic benefits and problems, but the U.S. hasn't figured out all the answers to these questions either."
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S. Africa Awaits Shale Gas Assessment Outcome
Source: Oil Price, Charles Kennedy (9/8/11)
"South Africa's Department of Energy Deputy Director says the nation has very limited gas reserves."
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Crude Climbs on Inventory Drop
Source: Dow Jones, Dan Strumpf and Jerry DiColo (9/8/11)
"Oil inventories fell more than expected last week, due largely to storm-related disruptions."
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Op Ed: O&G Industry Is an Economic Lifeline
Source: IPAA (9/8/11)
"Independent oil companies, not big oil, are leading the way in job creation."
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A Tale of Two Oils
Source: Fuel Fix, Loren Steffy (9/8/11)
"In the past, the Brent and crude prices were almost the same. The current price disparity affects both consumers and oil producers."
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Want Jobs? Let Us Drill, Industry Says
Source: CNN Money, Steve Hargreaves (9/7/11)
"With looser restrictions, the industry says it could deliver 1.4 million new jobs, boost tax rolls by $800B and increase domestic energy production almost 50%."
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Setting the Speed Limit for Oil
Source: The Wall Street Journal, Liam Denning (9/7/11)
"The question for energy bulls is whether $90 is now as good as it gets."
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Tar Sands Oil Will Reach U.S. Sans Pipeline
Source: Forbes, James MacPherson (9/7/11)
"Study says Canadian oil will make its way to U.S. refineries by rail, barge or trucks."
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Greece Opens New Round of Geothermal Bidding
Source: Bloomberg, Sally Bakewell (9/7/11)
"Greece opened bidding for geothermal exploration as it seeks to become an exporter of renewable power."
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EU Seeks Power to Block Bilateral Energy Deals
Source: New York Times, James Kanter (9/7/11)
"In light of Russia's new gas pipeline, the EU aims to curb oil and gas exporters' power."
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