Streetwise Oil & Gas - Exploration & Production Articles
Nanotech Breakthrough Delivers 'Cleaner' Oil
Source: Michael Robinson, Money Morning (5/12/12)
"Researchers recently invented tiny sponges that can soak up huge amounts of oil. I predict that, in as little as a decade, these 'nanosponges' will help the U.S. become more energy independent."
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Casey Research Summit Special Report Part II: Drilling Down into Oil & Gas Prices
Source: Karen Roche and JT Long of The Energy Report (5/10/12)
The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities.
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Why Anti-Fracking Groups Are Shifting Their Story from Water to Air Quality
Source: Colin Harris, Energy InDepth (5/9/12)
"The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue."
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Natural Gas from the Black Sea: A Cause for Optimism
Source: John Roberts, Platts (5/8/12)
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year."
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Derivative Manipulation Hits the Oil Market
Source: Kent Moors, Oil & Energy Investor (5/7/12)
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price."
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Rick Rule: Gold Will Do Well as Fiat Currencies Are Debased
Source: Peter Krauth, Money Morning (5/7/12)
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it."
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Apple Is a Want—Global Resources Are Needs
Source: Frank Holmes, U.S. Global Investors (5/4/12)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet."
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China Buys Gold. . .No Matter Who's Selling
Source: Eric Fry, The Daily Reckoning (5/4/12)
"Someone is selling in size; someone is buying in size. That's what makes markets, as the saying goes. The seller in this case is very large and very sloppy, perhaps intentionally so. The buyer is also very large, but very patient and methodical. Trapped between these two powerful opposing market participants we find a 'range-bound' gold market."
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An Oil and Gas Play-by-Play: Chen Lin
Source: The Energy Report Staff (5/3/12)
Chen Lin isn't one for doom-and-gloom prophecies, nor is he particularly interested in energy-related political squabbles. As the title suggests, the publisher of What Is Chen Buying/Selling? is first and foremost a trader, and he's booked the profits to prove it. In this exclusive interview with The Energy Report, the ever practical Lin discusses where to look, when to buy and which names will have him coming back for more later this year.
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Catalytic Events Move Energy Stocks: Jocelyn August
Source: George S. Mack of The Energy Report (5/3/12)
While high-volume stocks often seem to move on market momentum alone, small- and midcaps usually rise and fall in tandem with their own newsflow. Jocelyn August of Sagient Research Systems has found this to be true in the drug and medical device fields, on which the firm has long been focused, but it's just as applicable to the natural resources industries, including oil and gas. In this exclusive interview with The Energy Report, August discusses which looming catalysts may send a select group of energy stocks higher—or lower.
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The Return of Cheap Oil?
Source: Bill Bonner, The Daily Reckoning (5/3/12)
"Will new energy discoveries and new technology sink oil prices? Will lower oil prices rescue the world from the Great Correction? Maybe, says Porter Stansberry and a good number of analysts and experts."
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An Airline Buys an Oil Refinery. Why?
Source: John Kingston, Platts (5/2/12)
"Increasingly, market observers have said that a steady flow of Bakken crude to the East Coast could be the savior of that region's beleaguered refining sector. Delta may be first in line to test that on a consistent basis."
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Oil Supply and Demand Outlook Remains Favorable for Producers
Source: Elliott Gue, ETF Daily News (5/2/12)
"Elevated oil prices have little to do with speculation: A tight supply-demand balance ensures that oil prices have ample support."
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Good Policy, Good Profits in Natural Gas
Source: James Baldwin, Money Morning (5/2/12)
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations."
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Update on the Shale Gas Revolution, Part 1
Source: Ian Madsen, Zacks Investment Research (5/1/12)
"While it may be cheaper to build gas liquifaction and re-gassification plants, their economics will not overcome the huge price differential of products versus raw gas quickly. This could mean that new LNG plants may not be built, in favor of GTL plants."
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An Impasse in the Iran Crisis
Source: Kent Moors, Oil & Energy Investor (4/30/12)
"Official Tehran continues to convey an impression that the sanctions are having no effect on either Iran's ability to sell its crude or entice foreign companies to enter into projects. However, the arguments are ringing hollow."
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Iran's Customers Start to Drift Away as Oil Sanctions Loom
Source: Margaret McQuaile, Platts (4/30/12)
"E.U. and U.S. sanctions targeting Iran's oil export revenues have yet to come fully into force but have already led countries and companies to take steps to reduce their purchases of crude from the Islamic Republic."
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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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