Streetwise Oil & Gas - Exploration & Production Articles
India: Land of Energy Opportunity
Source: Marin Katusa, Casey Research (1/11/12)
"To electrify all those houses, power the industries that keep all those people employed and fuel the vehicles that more and more Indians own, India's energy needs are shooting skyward."
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Watch It Now: Kent Discusses a High-Stakes Game in Iranian Oil
Source: James Baldwin, Money Morning (1/11/12)
"In his interview with Fox News, Kent Moors explains how geopolitical events are 'the great outlier' in terms of influencing energy prices."
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Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast
Source: Streetwise Editors (1/9/12)
What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight some of the expert insights.
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A Big Round of Energy Sector M&A is Coming
Source: Kent Moors, Money Morning (1/9/12)
"In 2011, we saw signs of renewed activity in mergers and acquisitions among energy companies. This was especially noticeable with oil, gas and midstream providers. Still, what happened last year is nothing compared to what is coming in 2012."
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Could Oil Prices Intensify a Pending S&P500 Selloff?
Source: JW Jones, Options Trading Signals (1/9/12)
"Sentiment numbers were released that confirmed that market participants were becoming more and more bullish as prices in the S&P 500 edged higher."
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Finding Growth in a Flat Energy Market: Tim Murray
Source: George Mack of The Energy Report (1/5/12)
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.
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Will Natural Gas Rebound This Year?
Source: Zacks Equity Research (1/5/12)
"Low-cost producers will get the best results when natural gas finally rallies and will stay afloat the longest if prices stay low."
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Energy Stocks Gushing with Growth
Source: Tracey Ryniec, Zacks Investment Research (1/5/12)
"2011 was a tough year for many of the energy stocks, especially the smaller explorers. Are exploration stocks about to bust out of the doghouse?"
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Case for Sustained $100 Oil
Source: Frank Holmes, U.S. Global Investors (1/4/12)
"Last year's unrest demonstrated how major oil-producing regions can significantly affect oil prices. The story is likely to continue into the new year."
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Oil Companies Big Winners as US Becomes Net Exporter of Fuel
Source: David Zeiler, Money Morning (1/4/12)
"The United States has become a net exporter of fuel for the first time in more than 60 years. That simple fact could drive oil company profits for at least the next decade."
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Should We Be Worried About Iran?
Source: David Zeiler, Money Morning (1/3/12)
"If the Iranian government makes good on its recent threats to stop oil shipments through the Strait of Hormuz, oil prices would shoot up within hours and the price of gasoline in the U.S. would rise by $1 a gallon."
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Finding Profits in Volatile Energy Markets: Nav Malik
Source: George Mack of The Energy Report (1/3/12)
Fishing for value is no easy task in a stormy economy, but investors can still come up with a profitable catch. Oil and gas analyst Nav Malik of Octagon Capital uses due diligence to identify select value plays with great growth potential. In this exclusive interview with The Energy Report, Malik discusses three cream-of-the-crop picks and a hot new play in the United Kingdom's North Sea.
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Natural Gas Q&A: Lies, Damn Lies, and Statistics
Source: Kent Moors, Money Morning (1/3/12)
"The Energy Information Administration continues to wrestle with the distinction between reserves and extractable reserves."
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How Qatar and Russia Just Improved Our Liquefied Natural Gas Prospects
Source: Kent Moors, Money Morning (1/2/12)
"It may not be on some analysts' radars yet, but this event will likely boost natural gas prices in the United States. And that is something we've been waiting to see for quite some time."
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Another "Peak" Performance
Source: Chris Tucker, Energy InDepth (12/30/11)
"But if you take a closer look at the arguments that undergird the peak oil philosophy, you find an interesting and underreported aspect that lies at its core: In most cases, these folks don’t actually argue that the world is physically short on oil and natural gas."
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Maya Crude Output, Frack to the Future and More Damn Statistics
Source: Kent Moors, Money Morning (12/28/11)
"Having supply available locally does not automatically mean it is the preferred option, especially if the cost of extracting it still exceeds the cost of importing equivalent volume. Security of supply is another matter."
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Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
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Renewed Faith in Oil and Gas: Jim Letourneau
Source: Brian Sylvester of The Energy Report (12/27/11)
According to Jim Letourneau, author of the Big Picture Speculator, oil and gas aren't going away any time soon. Indeed, new technologies offer the industry and investors profitable opportunities. Read more about why Letourneau considers shale gas, shale oil and enhanced oil recovery "game changers" in this exclusive Energy Report interview.
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Investment Forecast: Why 2012 Will Be the Year of the 'Micro Boom'
Source: William Patalon III, Money Morning (12/27/11)
"These little-known profit machines will separate the winners from the losers in the New Year. The 'Bakken Boom' is unfolding in North Dakota, and profit-seekers are pursuing shale oil."
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Forget WTI, Play Crude with This Oil ETF
Source: Zacks Investment Research (12/21/11)
"This type of oil, which is usually extracted from the North Sea, generally trades at a discount to its WTI counterpart."
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Profit from Peak Oil: Bob Moriarty
Source: Karen Roche of The Energy Report (12/20/11)
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
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America's Energy Pipeline Dreams
Source: Marin Katusa, Casey Research (12/16/11)
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States."
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Canadian Oil to Support Market Growth: Bill Bonner
Source: George Mack of The Energy Report (12/15/11)
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential.
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The Changing Nature of Global Gas Projects
Source: Kent Moors, Money Morning (12/14/11)
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels."
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Gas Prices: Low Enough for Consumers, High Enough for Producers?
Source: Platts (12/8/11)
"Some experts hold that current prices stimulate production, while others argue that the oil-linked price structure will not survive."
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