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Streetwise Oil & Gas - Exploration & Production Articles



Libya Oil Exports 'May Be Frozen for Months'
Source: The Wall Street Journal, James Herron  (3/15/11)
"Importers relatively relaxed now, but demand will spike in April." More >


Oil Prices Fall to Lowest Level in Weeks
Source: Associated Press, Chris Kahn  (3/15/11)
"Investors worried about diminished demand for oil in Japan." More >


France Halts All Shale Oil, Gas Drilling Until June
Source: Platts  (3/14/11)
"Government awaits study results; public opposition intensifies." More >


Kevin Shaw: Horizontal Drilling an Oil & Gas Game-Changer
Source: Brian Sylvester of The Energy Report  (3/8/11)
Over the last decade, more and more North American onshore oil and gas production has come from past-producing deposits and shale. In this exclusive interview with The Energy Report, Wellington West Capital Oil and Gas Analyst Kevin Shaw talks about the technology behind this shift and how it's affecting sector plays domestically. More >


Oil's March Madness Gives Refiners a Boost
Source: Frank Holmes, U.S. Global Investors  (3/7/11)
"Oil supply/demand fundamentals were tightening before Middle East turmoil. More >


Chen Lin

Chen Lin: Leverage Surging Oil Demand
Source: George Mack of The Energy Report  (3/3/11)
Private investor Chen Lin is leveraging ever-increasing demand for oil via micro- and small-cap stocks. In this exclusive interview with The Energy Report, Chen explains how he determines which companies have the potential to double, triple or even quadruple and shares some promising stocks he owns. More >


Marshall Adkins

Marshall Adkins: Disparity Means Higher Oil Prices
Source: George Mack of The Energy Report  (2/24/11)
WTI oil is trading at a significant discount to Brent crude, but Raymond James Director of Energy Research Marshall Adkins argues that true energy demand will ultimately bring WTI in line with global oil prices. "It's just a matter of time," he says. Marshall reveals how equity investors can profit from oil service providers in this exclusive interview with The Energy Report. More >


EPA Cuts Air Pollution Control Costs in Half
Source: CNBC  (2/23/11)
"EPA found low-cost pollution control at more than 200,000 industrial boilers, heaters and incinerators." More >


PG&E May Have Avoided Mandatory Testing Before San Bruno Blast
Source: San Francisco Chronicle, Jaxon Van Derbeken  (2/21/11)
"Experts say testing would have identified the flawed seam weld that causes the deadly Sept. 9 San Bruno rupture." More >


Chad Mabry

Jeffrey Hayden and Chad Mabry: Stay Very Oily
Source: George Mack of The Energy Report  (2/15/11)
In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus. More >


Bear Season in the S&P 500 and Oil
Source: J.W. Jones, Options Trading Signals  (2/14/11)
"Oil prices are hanging onto a key support level by a thread. . ." More >


Hackers in China Hit Western Oil Companies
Source: Associated Press  (2/10/11)
"McAfee report said attackers stole information on operations, bidding for oil fields and financing." More >


Oil-Drilling Boom Underway
Source: The Wall Street Journal, Ryan Dezember and Matt Day  (2/10/11)
"Drilling activity at an unprecedented pace in Eagle Ford, Bakken and Montney shale formations." More >


Oil Pares Gains on Reports Mubarak Stepping Down
Source: Reuters, Jessica Donati  (2/10/11)
"Prices whiplash on U.S. jobs data, talk of Saudi King's death and Mubarak's resignation." More >


Brawl Looms over Energy Tax Proposal
Source: MarketWatch, Robert Schroeder  (2/9/11)
"White House prepares to release its budget for fiscal 2012 next week." More >


High Altitude Bombing in Oil
Source: J.W. Jones, Options Trading Signals   (2/9/11)
"Options trade in USO gives a high probability of success. . ." More >


Shale Gas Moratorium Sought by Quebec Groups
Source: CBC News  (2/7/11)
"Quebec is sitting on vast deposits with billions in potential royalties." More >


Oil Shoots Above $103 on Egypt Crisis
Source: AFP  (2/3/11)
"Political crisis erupted in violence, sparking fresh energy concerns." More >


Andrew Coleman

Andrew Coleman: E&Ps with Margins for Error
Source: Brian Sylvester of The Energy Report  (2/1/11)
Andrew Coleman, E&P analyst with Madison Williams & Co., believes that reserves and production growth, especially in liquids-rich oil plays, will continue to drive the share prices of E&Ps even higher. In this exclusive interview with The Energy Report, Andrew provides you with his favorite oil and gas names for 2011, as well as some others with margins stout enough to withstand just about anything the market throws at them. More >


Marshall Auerback

Marshall Auerback: Decoding Energy Investment
Source: Brian Sylvester of The Energy Report  (1/27/11)
Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas. More >


Oil: Into New Frontiers
Source: IFP, Jeremy Bowden  (1/27/11)
"The most dynamic companies hold the key to these new hard-to-get reserves." More >


Oil Price Gap Highlights Risks for Oil Sands, Report Says
Source: Money, Sharon Singleton  (1/27/11)
"Canada's oil sands rely too heavily on the market south of the border." More >


James West

James West: The Revolution in Energy Investments
Source: Alan Trujillo for The Energy Report  (1/20/11)
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential. More >


Oil's Drop Is Longest in 9 Weeks
Source: Bloomberg, Grant Smith and Christian Schmollinger  (1/20/11)
"Inflation bolstered speculation that China will take more steps to cool the economy." More >


Idaho Approves Giant Refinery Shipments
Source: The New York Times, Tom Zeller Jr.  (1/19/11)
"'Megaloads' stretch nearly the length of a football field." More >


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