Streetwise Oil & Gas - Exploration & Production Articles
Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential.
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Energy Firms Monitor Gulf of Mexico Tropical System
Source: Reuters (9/6/12)
"Energy firms, such as Chevron Corp and Marathon Oil Corp, said they are watching the system closely and are prepared to take action should it develop into a serious threat."
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Colombia Oil Stocks: Time to Invest Once Again?
Source: Keith Schaefer, Oil and Gas Investments Bulletin (9/4/12)
"Now, these stocks have not only fallen to earth, they've crashed through the floor into the basement—despite good oil prices. What happened? And more importantly, is this an opportunity for investors?"
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The Real Answers in China Are Never That Simple
Source: Keith Fitz-Gerlad, Money Morning (9/4/12)
"Rather than tackling the incessantly 'they'll never succeed because they're not democratic' or 'ghost cities' arguments, let's dig into the subtleties that escape most Westerners."
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U.S. Shale Glut Means Gas Shortage for Mexican Industry
Source: Reuters, Carlos Manuel Rodriguez (9/4/12)
"Mexican gas prices are tied to rates in its northern neighbor, where soaring supplies from shale fields drove gas to a 10-year low and reduced Mexico's wholesale price 32% in the past year. Manufacturers can't get enough of the energy."
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The 'Experts' Are Wrong About Oil Prices
Source: Kent Moors, Oil & Energy Investor (9/4/12)
"Their argument is deceptively simple—with all of shale oil coming on the market, there will be an oil glut in the U.S. Gluts naturally depress prices. And those pounded-down prices will force companies to fold. Unfortunately, the argument is both simplistic and wrong."
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This Is Your Energy Entry Point: Mark Lackey
Source: Zig Lambo of The Energy Report (8/30/12)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off.
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Higher Gas Prices a Sure Bet Due to Hurricane Isaac, Fire
Source: James Baldwin, Money Morning (8/29/12)
"Production halts due to Hurricane Isaac and a deadly explosion at a Venezuelan refinery have pushed U.S. gas prices to a near four-month high."
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Invest in What China Needs to Buy: Don Coxe
Source: Peter Byrne of The Energy Report (8/28/12)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status.
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The Comprehensive Guide to Natural Gas ETFs
Source: Zacks Investment Research (8/28/12)
"Natural gas prices have fallen about 80% since their 2008 peak. Now, the situation seems to be turning around."
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Why $40/bbl Predictions Are Dangerous
Source: Kent Moors, Oil & Energy Investor (8/27/12)
"These doom and gloom predictions are highly oversimplified and potentially dangerous to you as an investor."
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Higher Gas Prices Ahead as Hurricane Isaac Takes Aim at Gulf
Source: James Baldwin, Money Morning (8/27/12)
"Hurricane Isaac already has forced several energy giants to shut down major Gulf oil and gas projects until the storm passes. That's going to spell higher gas prices for U.S. consumers."
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Will Russia Replicate US Success in Shale Oil Development?
Source: Nadia Rodova, Platts (8/27/12)
"Apart from hard-to-access vast reserves offshore the Arctic, Russia is believed to have enormous hard-to-extract resources in already developed regions."
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As Prices Rise, Here's How to Play Natural Gas Companies
Source: Patrick Vail, Monday Morning (8/23/12)
"Since natural gas prices are coming off some pretty historic lows, it makes sense to proceed with caution. One way to do this is to invest in companies with exposure to both oil and gas."
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Oil and Gas in Africa: Boom or Doom?
Source: All Africa, Uche Nwadialor (8/23/12)
"Looking through the African continent, it is safe to say that the oil-producing countries are also the most prone to conflict."
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Taylor Asset Management CEO Busts the Peak Oil Myth
Source: Zig Lambo of The Energy Report (8/21/12)
Peak oil? "Baloney," says Stephen Taylor. However, significant price differentials make for a complicated global market. On that front, Taylor's message is simple: Watch the news to see where the wells are gushing, choose stocks with low operational costs and keep cash on hand for quick near-term profits. Learn which companies are priced to buy in Taylor's exclusive interview with The Energy Report.
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Wildcat or Not, Drillers Want 'Confidential' Status for Wells
Source: Brian Hansen, Platts (8/21/12)
"It's no secret that oil production is booming in North Dakota. But there are indeed countless secrets—technical, strategic and otherwise—associated with many of the oil and natural gas wells in the Roughrider State."
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U.S. Oil and Gas Put Squeeze on Alternative Energy
Source: Kent Moors, Oil & Energy Investor (8/17/12)
"Normally, when oil and gas prices accelerate on both sides of the Atlantic, alternative energy sources come into focus and become a big part of that 'energy independence' discussion. Not this time."
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Who's Afraid of Middle East Oil? Not David Popowich
Source: The Energy Report Staff (8/16/12)
Some companies will go wherever the oil is—even if that means venturing into war-torn areas. Junior explorers ahead of the game can generate major shareholder value for investors who don't place a circle-slash over the entire Middle East. If you're ready to enter the fray, Macquarie Capital Markets Analyst David Popowich can help you plan your attack. Get his debriefing on Egypt, Kurdistan and which junior explorers to watch for in this exclusive interview with The Energy Report.
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Obstacles Hit Canada-China Energy Investment
Source: Reuters, David Junggren (8/16/12)
"Unclear investment rules are hampering trade between Canada and China, a study by officials from both countries said."
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You Say You Want a Revolution, Shale Gas? Here Are Some Things to Do
Source: Bill Holland, Platts (8/16/12)
"From Reagan to Twitter, the industry needs to use a variety of campaign tools if it wants to win over the broad swath of Americans caught in the middle of the hydraulic fracturing debate, speakers said this week at an industry event in Denver."
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Waterfloods: The Next Big Profit Phase of the Shale Oil Revolution
Source: Keith Schaefer, Oil and Gas Investments Bulletin (8/14/12)
"Producers are using 'waterfloods'—pushing water into underground formations to flush a large amount of oil out to nearby producing wells—to increase production and profits. It's the next big money-making phase of the Shale Revolution."
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Why the Gasoline ETF Is a Top Performer
Source: Eric Dutram, Zachs Investment Research (8/14/12)
"A marginally better economic outlook and some Middle East tensions have once again pushed energy prices higher."
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Why Energy Beats Water
Source: Investors Chronicle, John Ficenec (8/13/12)
"Dull, boring utility shares have in aggregate doubled over the past decade while racier sectors have crashed and burned. The sector is also enjoying a 'Goldilocks' macroeconomic scenario. Steady inflation is supporting price increases, while record low interest rates are easing the cost of servicing debt."
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One Month In, Iran Oil Sanctions Start to Bite
Source: Margaret McQuaile, Platts (8/13/12)
"Crucial protection and indemnity insurance, much of which is provided by E.U.-based insurers, is no longer available for ships carrying Iranian oil. This has made shipowners reluctant to send vessels to Iran."
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