Streetwise Oil & Gas - Exploration & Production Articles
Robert Cooper: Hot Canadian Oil and Gas Stocks
Source: Zig Lambo of The Energy Report (10/4/11)
With well over 100 attractive companies to choose from in the mid-tier Canadian oil and gas industry, investors have many interesting opportunities to profit from continuing demand growth. In this exclusive interview with The Energy Report, former Mackie Research Senior Energy Analyst Robert Cooper zeros in on three of his favorite stocks and elaborates on his investment criteria.
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Natural Gas Supply Keeps Growing
Source: Zacks Equity Research (10/4/11)
"Stockpile increases are rapidly outpacing last year's buildup due to robust production."
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U.S. Oil Boom
Source: Scott Wright, Zeal Intelligence (10/4/11)
"Global oil demand is up nearly 50% in the last 25 years. Regardless of economy conditions, consumption will continue to rise."
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Moral Victory: MLPs Outerperform in Q311
Source: Hinds Howard, MLP Hindsight (10/4/11)
"MLPs are doing significantly better than the equity indexes, but as the saying goes, you can't eat relative performance."
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Energy Market Fall Update
Source: Bruce Edgelow, ATB Financial (9/29/11)
"The oil and gas sector faces significant challenges, but there are many reasons for optimism among junior explorers and producers."
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States Push Hydrofracking Disclosures
Source: Robert Sullivan, Gas Investing News (9/27/11)
"Though disclosures guidelines vary from state-to-state, the main thrust of all the regulatory initiatives has been essentially the same—greater transparency."
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Fun with Correlation and MLPs
Source: Hinds Howard, MLP Hindsight (9/27/11)
"The MLP sector is generally more inefficient than the broader market and provides more opportunities for the active manager."
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Goldman Sachs Says Oil Prices Will Soar to $130 in 12 Months. . .We Told You That Weeks Ago
Source: William Patalon III, Money Morning (9/27/11)
"Oil-related stocks—and energy investments in general—are 'must have' portfolio holdings. . .but how do you play them?"
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Oil Field Services Shine
Source: Dirk Van Dijk, Zacks Investment Research (9/27/11)
"Squeezing the last practical drop out of existing fields also becomes more important. In other words, the oil service intensity of oil exploration and production is rising."
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The Power Sector Shakeup
Source: Kent Moors, Money Morning (9/27/11)
"There is a revolution unfolding in the generation of electricity. As it unfolds, it will also change the world of investing."
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Oil up 4.5% on Hope for Europe Debt Deal
Source: Associated Press, Sandy Shore (9/27/11)
"Investors are encouraged that another recession can be avoided and demand for energy products will improve if Greece does not default."
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EU Ban Forces Syria to Cut Oil Production
Source: Financial Times, Javier Blas (9/26/11)
"Industry executives and oil traders said the country had been unable to attract buyers despite offering discounts."
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Doug Casey: Glowing Prospects for Uranium
Source: Karen Roche and JT Long of The Energy Report (9/22/11)
The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil.
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Oil Falls Sharply on Global Economic Worries
Source: Associated Press (9/22/11)
"Oil has dropped 29% since April, and the Fed gave little comfort following its two-day meeting this week."
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Natural Gas Prices to Surge 71%
Source: The Street, Andrea Tse (9/21/11)
"LNG prices could jump as Japan and China fight for the resource and India builds out its massive power infrastructure projects."
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How High Oil Prices Will Fuel Europe's Next Economic Crunch
Source: Kent Moors, Money Morning (9/21/11)
"As the price of oil increases, the price of natural gas increases right along with it."
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Bruce Edgelow: New Technology Solutions Mean New Opportunities
Source: George Mack of The Energy Report (9/20/11)
U.S. banks may be increasingly reluctant to loan, but ATB Financial Energy Group's Bruce Edgelow is actively supporting opportunity-rich Canadian juniors. His participation with energy explorers and producers (E&Ps) offers him a bird's eye view of new, high-potential technologies. Energy extraction from carbonate reservoirs, Bruce says, represents a potential bonanza for investors. In this exclusive Energy Report interview, he shares some attractive names pioneering the most promising technique since fracking.
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Falling Oil Prices: Worrying Trend or Saving Grace?
Source: Marin Katusa, Casey Research (9/20/11)
"When oil prices stay too high for too long, they choke out economic growth."
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The Polish Energy Revolution Begins
Source: Kent Moors, Money Morning (9/20/11)
"Visiting the first advanced drilling site in eastern Poland, Prime Minister Donald Tusk committed the country to extracting shale gas beginning in 2014."
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Nat Gas-to-Liquids Coming to U.S.
Source: Ian Madsen, Zacks Investment Research (9/20/11)
"This may be the start of a major movement to substitute domestic natural gas for imported crude. The investment implications are enormous."
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U.S. Oil and Gas Renaissance: These States Aren't Suffering
Source: Ian Cooper, Wealth Daily (9/20/11)
"With the era of cheap oil coming to an end, North American oil and gas production has nowhere to go but up."
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Oil Futures Inch Higher
Source: Dow Jones, Christian Berthelsen (9/20/11)
"Oil futures reversed a two-day losing streak following a recovery in U.S. equities and the euro."
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There Will Be Oil
Source: The Wall Street Journal, Daniel Yergin (9/19/11)
"For decades, advocates of 'peak oil' have been predicting a crisis in energy supplies. They've been wrong at every turn."
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World Oil Use Seen Surging 27% by 2035
Source: Reuters, Ayesha Rascoe (9/19/11)
"Proposed rules requiring automakers to improve fuel efficiency in the United States were not factored into the forecast."
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Kevin Smith: Generate Huge Cash Distributions with MLPs and Royalty Trusts
Source: George Mack of The Energy Report (9/15/11)
There are few places to hide in turbulent markets, but low bond yields and faltering commercial real estate are driving income investors to U.S. royalty trusts and master limited partnerships (MLPs), where high energy prices are generating huge quarterly cash distributions for shareholders. In this exclusive interview with The Energy Report, Raymond James Associate Analyst Kevin Smith discusses his favorite names where investors are reaping both income and growth.
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