Bill Clinton: Build Keystone XL on New Route
Source: Bloomberg, Brian Wingfield and Kim Chipman  (2/29/12)
"'The extra cost of running it is infinitesimal compared to the revenues' the pipeline could produce, Clinton said today at an energy conference in the Washington suburbs." More >

Cures for the Apathetic Investor
Source: Frank Holmes, U.S. Global Investors  (2/29/12)
"By investing in a natural resources fund, you'll have access to energy and materials stocks that should profit from rising oil prices." More >

Tap Energy Profits with Undervalued Producers: Chen Lin
Source: George S. Mack of The Energy Report  (2/28/12)
The idea of finding an undervalued stock is enticing, but how can investors distinguish between an international value tap and a bottomless money trap? Private investor and newsletter writer Chen Lin combs every continent to find junior exploration and production companies whose balance sheets outshine low stock valuations. In this exclusive interview with The Energy Report, Lin shares some lesser-known names that offer major profit potential. More >

The Strategic Petroleum Reserve Becomes a Political Football (Yet Again)
Source: Kent Moors, Money Morning  (2/27/12)
"At some point, the rise in prices will depress demand. But there is also nothing to prevent this from recurring, in more volatile and frequent cycles. In attempting to offset the effect of oil prices on an economic recovery, the question of whether to tap the SPR may soon be the least of our worries." More >

Oil Prices and Oil Company Profits
Source: Dirk van Dijk, Zacks Investment Research  (2/27/12)
"With oil prices rising, we might expect a surge of upward earnings estimates for oil companies, but so far that is not the case. Are analysts implicitly suggesting that oil prices are going to fall back down?" More >

Japan in a Quandary as Iran Tensions Expose Energy Vulnerability
Source: Takeo Kumagai, Platts  (2/27/12)
"Japan faces a dilemma. It has to balance its changed energy needs in the aftermath of the Fukushima disaster with the more urgent matter of cutting its imports of Iranian crude oil to avoid being shut out of the U.S. financial system." More >

Long Term, North American Gas Stocks Might Be Worth It
Source: Bill Holland, Platts  (2/27/12)
"The recent crop of earnings reports from exploration and production companies indicate long-term promise for the sector." More >

The Who, What and Where of Energy Investing: James West
Source: Brian Sylvester of The Energy Report  (2/23/12)
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report. More >

Crude Oil vs. Iran: Who Blinks First?
Source: ETF Daily News, EconMatters  (2/22/12)
"Crude oil fundamentals have not changed enough to warrant this spike, but the reality remains that prices get distorted whenever there's a whiff of geopolitical tension." More >

Mailbag: A Timeline for the Natural Gas Revolution
Source: James Baldwin, Money Morning  (2/22/12)
"The U.S. will likely see an increase in solar, wind, geothermal and other 'green' sources. However, these alternative sources are not enough to fully replace such an enormous amount of power. As a result, the country will turn to natural gas to fill the void." More >

Sanctions Noose Tightens Around Iran as Buyers Seek Alternative Oil
Source: Margaret McQuaile, Platts  (2/22/12)
"International sanctions aimed at slashing Iran's main economic lifeline, its oil revenues, could have an impact on the country's export volumes well beyond the 500,000 b/d of crude that a European Union ban will displace from July." More >

The Right Way to Find Growth and Value Stocks
Source: Kevin Matras, Zachs Investment Research  (2/22/12)
"While there are still plenty of them around, it's getting harder to find stocks that fit squarely into both categories." More >

Energy Investing in Saskatchewan: Tom MacNeill
Source: Brian Sylvester of The Energy Report  (2/21/12)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. More >

EU Unfazed by Iran Oil Export Halts to UK, France
Source: Stuart Elliott, Platts  (2/20/12)
"Iran's announcement Feb. 19 that it had stopped exporting oil to France and Britain appears to be a largely symbolic move targeting the two strongest advocates of the European Union's ban on Iranian oil imports." More >

The Positive Side of the WTI–Brent Spread
Source: Kent Moors, Money Morning  (2/19/12)
"In the Midwest, refinery capacity has been strained; however, there is a glut of crude coming from Canada, which is creating a discount for these companies." More >

Oil Sands Semantics: I Say Potato, You Say Po-Tar Sands
Source: Joel Chury, VantageWire  (2/18/12)
"The key descriptor falls into two categories: oil sands or tar sands. The former is the term more commonly used among industry types. To use the term 'tar sands' is to evoke the negative, to essentially tar and feather the debate." More >

Study: 'No Evidence of Groundwater Contamination' from Fracking
Source: Shannon Brushe, Energy InDepth  (2/17/12)
"A new study from the Energy Institute at the University of Texas at Austin has found 'no evidence' of hydraulic fracturing leading to groundwater contamination, as well as a marked trend of negative, ill-researched media coverage on the topic." More >

Pandas and Pipelines: China Yields Big Deals and Bigger Promises
Source: Joel Chury, Vantage Wire  (2/15/12)
"Canada's Prime Minister Stephen Harper returns from China with two giant pandas in tow and $3B worth of signed agreements. The Northern Gateway pipeline will most likely tie China to Alberta's oil sands." More >

Oil Prices Make for Profitable ETF Trades: Roger Wiegand
Source: Brian Sylvester of The Energy Report   (2/14/12)
Today's retail investors have more options than ever before, but there is a shortage of practical information on how to manipulate different investment products, be they ETFs, options or equities. Enter Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand discusses his methods for energy investment and how to set tailor-made time and price windows to realize solid gains. More >

The Great Energy Reversal
Source: Kent Moors, Money Morning  (2/13/12)
"The U.S. could finally become completely self-sufficient in its energy policy. But it does require that we change the way we approach investing in the energy market." More >

OPEC Cuts Call on Crude to 30.04 MMbl/d
Source: Platts, Margaret McQuaile, Richard Swann, Jacinta Moran, Kate Dourian  (2/11/12)
"In its latest monthly oil market report, OPEC trimmed its forecast of the call on OPEC crude for 2012 as a whole to 30.04 MMb/d from the 30.15 MMb/d projected a month ago." More >

Iran Is Now a Full-Blown Crisis; Stage Set for $200 Oil
Source: Kent Moors, Money Morning  (2/8/12)
"As the brinksmanship intensifies, so will the price of crude oil. Tehran, in this dangerous game of international chicken, really only has one card to play—the Strait of Hormuz." More >

Iran Moves to Speed Up Bill Banning Oil Exports to EU
Source: Aresu Eqbali, Platts  (2/7/12)
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1." More >

The Keystone Delay Won't Stop These Canadian Oil Sands Stocks
Source: Martin Hutchinson, Money Morning  (2/7/12)
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands." More >

Oil and Gas Stock Outlook
Source: Zacks Equity Research  (2/7/12)
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies." More >