Streetwise Oil & Gas - Exploration & Production Articles
Your Gas Profits Are Hiding in Plain Sight
Source: Keith Kohl, Energy & Capital (11/8/11)
"This asset has been under such heavy scrutiny, it's the first thing investors overlook. In fact, it's been nearly a decade since we've seen this particular commodity this cheap!"
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Will the U.S. Become the World's Largest Oil Producer?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (11/8/11)
"Regardless of what U.S. oil production is predicted to reach within the next decade, it is clear that the country will be one of the largest producers of oil in the world for years to come."
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Neal Dingmann: Oil Explorers and Producers Hedge for Profit
Source: George Mack of The Energy Report (11/3/11)
Energy prices could be lower next year, but SunTrust Robinson Humphrey Analyst Neal Dingmann is finding both value and growth in small, hedged explorers and producers and in larger companies with cash on hand. In this exclusive interview with The Energy Report, Dingmann shares his favorite names.
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Marin Katusa: Top Energy Stocks by Sector
Source: Special to The Energy Report (11/3/11)
Marin Katusa, senior editor of Casey Energy Opportunities, spoke at the Casey Research/Sprott Inc. "When Money Dies" Summit and named the companies he sees as the best opportunities in the energy sector today. In this excerpt from his remarks, he gives background, warnings and targets that could help any investor trying to make money in energy.
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The Two Best Investments in U.S. Oil Security
Source: Keith Kohl, Energy and Capital (11/1/11)
"Canada is easily our largest source for oil, shipping us more than 2.6 million barrels every day."
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The Narrowing Spread Means Higher Crude
Source: Kent Moors, Money Morning (11/1/11)
"The key to redressing the price imbalance may not be in the market dynamics at all, but in the way some traders have been playing them."
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Chris Martenson: Peak Oil Could Limit Economic Growth
Source: Chris Martenson for The Energy Report (10/31/11)
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on.
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Do Bullish Investors Have an Ace in the Hole?
Source: Frank Holmes, U.S. Global Investors (10/27/11)
"You may not be able to count cards at the blackjack table, but counting historical trends of the stock market and discovering inflection points are not only legal strategies, they are essential to successful investing."
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A Guide to Econ Reports This Week
Source: Dirk van Dijk, Zacks Investment Research (10/26/11)
"Despite earlier fears that we were falling back into a double dip, it now looks like growth will come in much better than the very anemic 1.3% rate of the second quarter."
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An Unlikely New Supporter for Alternative Energy
Source: Kent Moors, Money Morning (10/25/11)
"With the Obama Administration emphasizing a move to alternative and renewable fuel sources, the military is on board. Well, sort of."
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Marcellus Stocks with a Kick
Source: Keith Kohl, Energy and Capital (10/25/11)
"As we expected, the report highlighted the importance of these shale oil and gas basins to our future energy production. Make no mistakethey will play a critical role. . ."
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LPs Streaking Higher on M&A Deals
Source: Hinds Howard, MLP Hindsight (10/25/11)
"For the week, the MLP Index was up 2.4%, and is on a streak of 10 straight positive days. MLPs have now bounced 10.4% off the October 4th close."
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How to Trade Gold and Oil Prices This Coming Week
Source: Chris Vermeulen, TheGoldAndOilGuy (10/24/11)
"The recent light volume rallies that have taken place in gold, oil and equities have been generating mixed signals for technical analysts."
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Gary Bryant: Opportunities in Shale Drilling
Source: George Mack of The Energy Report (10/20/11)
After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling.
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Oil & Gas Stock Outlook
Source: Zacks Equity Research (10/20/11)
"Crude oil's near-term fundamentals remain patchy, but long-term outlook remains favorable with a constrained supply picture."
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Steve Palmer: Believe in Oil and Uranium
Source: Brian Sylvester of The Energy Report (10/18/11)
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium.
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Buyouts Crystallize Value in the Market
Source: Frank Holmes, U.S. Global Investors (10/18/11)
"There's value in the energy and mining spaces. That's the message the market is sending through recent strategic acquisitions."
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Oil, the Dollar and the Trade Deficit
Source: Dirk van Dijk, Zacks Investment Research (10/18/11)
"Of the total goods deficit of $61.42B, 42.4% is due to our oil addiction."
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Energy and Materials Will Ride High This Earnings Season. . .but 2012 is Another Story
Source: David Zeiler, Money Morning (10/18/11)
"The stream of positive earnings reports should push markets higher, but anemic U.S. recovery and European debt have lowered 2012 guidance."
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Oil: The New Financial Product
Source: John Phillips, Oil and Gas Investments Bulletin (10/18/11)
"Investment banks that now dominate trading have created a massive new market of buyers."
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Bill Koenig: Fracking Tech Has Junior Producers Pumped
Source: Zig Lambo of The Energy Report (10/13/11)
To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector.
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Historic Value in Energy Stocks
Source: Michael Vodicka, Zacks Investment Research (10/11/11)
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy."
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How OFS Stocks Predict the Oil Market
Source: Kent Moors, Money Morning (10/11/11)
"Before the volume comes out of the ground, someone has to provide the exploratory, development, infrastructure, construction and drilling support. That's why better OFS performance always precedes better performance by oil and gas producers."
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Amine Bouchentouf: Offshore Oil Key to Future Supplies
Source: Zig Lambo of The Energy Report (10/6/11)
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world.
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Oil Exploration in Nunavut
Source: Robert Sullivan, Oil Investing News (10/6/11)
"Interest in the Arctic, granddaddy of all untapped oil reserves, has peaked as 'easy' oil has proven harder and harder to come by."
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