Nixon, Gold and Oil
Source: Rick Mills, Ahead of the Herd  (4/19/12)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to." More >

Domestic Oil Production Is Bullish for Americans: Evan Calio
Source: George Mack of The Energy Report  (4/17/12)
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere. More >

What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (4/17/12)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas." More >

The Five Main Obstacles to Energy Policy
Source: Kent Moors,Oil & Energy Investor   (4/16/12)
"A 'drill, baby, drill' approach will not wean the country from an almost exclusive reliance on traditional energy. Nor is it as simple as passing the magic wand of government subsidies. It most definitely is not going to be business as usual." More >

Election is 'More Heat than Light' on Energy
Source: Platts  (4/16/12)
"Bill White, who served as deputy secretary of energy during the Clinton administration, says the U.S. is on the road to energy independence largely 'due to the industry itself and not the government.'" More >

Natural Gas Companies: A Contrarian Bet on Higher Prices
Source: Diane Alter, Money Morning  (4/13/12)
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data." More >

Brazil's Biofuel Boom: Mark McHugh
Source: Peter Byrne of The Energy Report  (4/12/12)
Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. In this exclusive interview with The Energy Report, McHugh explains why specialized energy feedstocks are the solution to current technological and political growth constraints, predicting that biofuel investment returns may rival historic fossil fuel profit ratios. More >

Can Russia and China Break the Gas Supply Price Deadlock?
Source: Stuart Elliott and John Roberts, Platts  (4/11/12)
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy." More >

The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
Source: James Baldwin, Money Morning  (4/11/12)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead." More >

Sell in May and Go Away?
Source: Keith Schaefer, Oil & Gas Investments  (4/11/12)
"Market action in 2012 is saying strongly that would be the wrong track for investors." More >

Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana
Source: Zig Lambo of The Energy Report  (4/10/12)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment. More >

Why You Should Invest In Natural Gas
Source: Jared Cummans, ETF Daily News  (4/9/12)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket." More >

What Lies Ahead: A Perfect European Storm
Source: Kent Moors, Oil & Energy Investor  (4/6/12)
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else." More >

Oil Distribution Hiccups Will Be Resolved: Alistair Toward
Source: Zig Lambo of The Energy Report  (4/5/12)
North America's oil and gas landscape is a crisscrossed map of distribution bottlenecks and price discrepancies. Nonetheless, opportunities abound for investors who know where to look, says PI Financial Analyst Alistair Toward, who expects a probable buildout in oil and gas "plumbing" to resolve North America's current distribution woes. In this exclusive interview with The Energy Report, Toward discusses companies that are benefiting from low natural gas prices, naming several light and heavy oil producers on his radar. Even in troubled markets, he argues, investors should not stop searching for the Next Big Thing. More >

E&P MLP Acquisition Boom Continues
Source: Hinds Howard, MLP HINDSight  (4/5/12)
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties." More >

Big Picture, Small Cap Investing: Jim Letourneau
Source: Zig Lambo of The Energy Report  (4/3/12)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks. More >

Why Saudi Arabia Is Trying to Talk Down Oil Prices
Source: The Daily Reckoning, Dan Denning  (4/3/12)
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers." More >

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." More >

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." More >

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." More >

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?" More >

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." More >

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." More >

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." More >

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." More >