Streetwise Oil & Gas - Exploration & Production Articles
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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US Could Be Independent of Middle East Oil by 2035
Source: MarketWatch, Steve Gelsi (6/29/12)
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."
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Shale Oil Stocks Are Poised to Earn Investors Big Profits
Source: Don Miller, Money Morning (6/29/12)
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."
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How a Crude Oil Prices Slump Could Bury these Countries
Source: Jonathan Yates, Money Morning (6/27/12)
"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else."
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What the Price of Gas Tells Us
Source: Frank Holmes, U.S. Global Investors (6/27/12)
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."
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Natural Gas Gold Rush: Is Your State Next?
Source: USA Today, Dan Vergano (6/27/12)
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."
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Look for High-Growth Oil and Gas Juniors: Josh Young
Source: Alec Gimurtu of The Energy Report (6/26/12)
Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.
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Oil, Gas Producers Look to Expand Arctic Exploration
Source: The Wall Street Journal, Kjetil Malkenes Hovland and Anna Molin (6/26/12)
"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas."
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How You Can Profit from Fluctuating Oil Prices
Source: MoneyShow (6/26/12)
"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom."
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Is An Oil Shock Coming This Summer?
Source: Seeking Alpha, John Overstreet (6/26/12)
"Typically, when the gold/oil ratio starts somewhere in the single digits and then breaks above 14:28 within a relatively brief time frame, one should be on the lookout for an oil shock twelve months after the gold/oil ratio peaks."
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