Russia Invaded Crimea and These US Energy Companies Made a Killing: Stansberry Research's Matt Badiali Shares O&G Investing Strategies
Source: JT Long of The Energy Report  (4/10/14)
Don't put all your investments in one stock, warns S&A Resource Report Editor Matt Badiali. In this interview with The Energy Report, he shares a basket of companies that are extracting higher margins with ever-evolving shale drilling methods. Find out about his top tenbagger opportunities at home, in the so-called new science and factory shales, as well as his favorites in the far reaches of Kurdistan, where an eventual takeover draft looks likely. More >

The Irresistible Future of Natural Gas
Source: Kent Moors, Oil & Energy Investor  (4/8/14)
"After years of being forced to operate the old way, LNG is going to allow for the global movement of natural gas and the establishment of numerous local spot markets." More >

Raymond James' Pavel Molchanov Sees Stars in the Expanding Cleantech Universe
Source: Peter Byrne of The Energy Report  (4/3/14)
Cleantech, an outperformer in the energy space since 2012, experienced a major expansion phase in 2013 that is still unfolding. In this interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov points to companies with innovative technologies, strong balance sheets and financial flexibility as examples of low risk with high-flying rewards. Find out about his strongest Buy recommendation, as well as a special situation in big oil. More >

Conjuring Profits from Uranium's Resurgence: David Sadowski
Source: Tom Armistead of The Energy Report  (3/27/14)
It doesn't take a Ouija board to predict a rebound in the price of uranium: Global fuel stocks are insufficient, and unmet demand for uranium is growing. In this interview with The Energy Report, David Sadowski, a mining research analyst at Raymond James, explains the forces that will push the price of uranium, and the companies that are likely to benefit. Being selective, he says, will provide the greatest rewards. More >

Natural Gas Stocks 2014: A Bullish Sign from This LNG Export News
Source: Tara Clarke, Money Morning  (3/26/14)
"U.S. exports of LNG could mitigate any shortages in Europe caused by the Ukraine-Russia conflict." More >

Here's How Russia's Invasion of Crimea Could Benefit Some U.S. Oil Companies
Source: Matt Badiali, The Crux  (3/26/14)
"Companies that can buy oil for $16 or $17 per barrel cheaper can make a much larger profit margin than competitors that must pay more." More >

Strong Commodities + Weak Dollar = Canadian Energy Investing Bonanza: Chad Ellison
Source: Brian Sylvester of The Energy Report  (3/20/14)
Chad Ellison of Dundee Capital Markets is gearing up for a red-hot Canadian energy sector. Commodity price strength and weakness in the Canadian dollar are creating a discount in the country's oil and gas explorers and producers. In this interview with The Energy Report, Ellison elaborates on why he's excited to be an energy analyst again, and names companies with strong economics and management teams likely to reward energy investors. More >

Tom Varesh: If Canada Opens the Spigot on Drilling, These Oil Services Companies Could Climb
Source: Peter Byrne of The Energy Report  (3/13/14)
One of Canada's top-ranked industrial investment analysts, Tom Varesh of M Partners, tells The Energy Report where to find the best-positioned oil services companies in the oil fields of western Canada. With many pipeline and E&P projects approved and still more seeking approval, western Canada looks primed for an energy renaissance. At this point, it's a case of "if you build it, they will come." Find out about the companies doing the building, and get exposure before share prices start sprinting. More >

Mike Breard: Buy Small for Deep Profits
Source: Peter Byrne of The Energy Report  (3/11/14)
The Street's eyes may be on North Dakota, but Mike Breard also keeps an expert eye focused on smaller oil and gas companies drilling elsewhere. In this interview with The Energy Report, the Hodges Capital analyst discusses several companies drilling excellent wells in Texas, Oklahoma and the Gulf of Mexico. Breard, a veteran oil and gas analyst, knows the first names of some of the sharpest managers in the industry. Stick with the winning teams, he advises, even when they change firms. More >

A Pair of Top Picks, a Risky Pair and an Ace in the Hole: Justin Anderson Shows His Hand
Source: Tom Armistead of The Energy Report  (2/27/14)
Since its inception in 2007, the Salman Partners' Top Pick Index has made a 251% return. The index is a huge pot for investors in the international oil and gas space to bet on, but it's not for the untutored. Salman Partners Analyst Justin Anderson walked The Energy Report through the risks and returns of the game. Find out how he plays his hand. More >

The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report  (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Fight China's Smog with Ethanol, Says Chen Lin
Source: Peter Byrne of The Energy Report  (2/6/14)
In decades past, we have seen that any commodity China really wants goes through the roof. We saw it in copper. We saw it in oil. We saw it in liquefied natural gas. If China starts mandating a 5% blend of ethanol to gasoline, ethanol should trade on par with gasoline. So says Chen Lin, author of the widely read newsletter What is Chen Buying? What is Chen Selling? But there's more to the story: because China produces no ethanol, U.S. ethanol producers could be looking at a massive new market, not to mention a spike in profit margins. In this interview with The Energy Report, Chen discloses his favorite ethanol picks, as well as some compelling fracking names. More >

Porter Stansberry: Are You Playing the Right Energy Trend?
Source: Karen Roche of The Energy Report  (1/30/14)
Are you cashing in on America's free energy source? Porter Stansberry of Stansberry & Associates is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it. His energy position was by far the highest-producing segment of his model portfolio over the past two years, some of those holdings even having doubled. In this interview with The Energy Report, Stansberry discusses the macroeconomic climate facing North American investors and how to take advantage of a building natural gas trend. More >

Get Positioned Now for the Next Great Natural Gas Switch: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report  (1/23/14)
Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp, founder and portfolio manager of Muhlenkamp & Co. Inc., putting his investment dollars behind the next great fuel switch, this time in the transportation sector. With his fund having finished 2013 with a tidy 34.4% gain, he is now eyeing companies poised to outfit the U.S. transportation sector with all things natural gas, from fuel tanks to motors to filling stations. And let's not forget the folks who get it out of the ground. As Muhlenkamp tells The Energy Report, we've only just begun, so there's plenty of room to run with well-positioned companies. More >

Five Ways to Play the End of the Natural Gas Renaissance: Bill Powers
Source: Tom Armistead of The Energy Report  (1/16/14)
Shale gas is not the foundation of U.S. energy security that conventional wisdom claims it is, says Bill Powers in this interview with The Energy Report. But as shale gas peters out, the law of supply and demand will drive gas prices up. Powers, an independent analyst and author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees a good future for gas-leveraged junior companies, and shares his top ideas as demand and price skyrocket in tandem. More >

3 Front-Runners in the Global Shale Race
Source: Matt Insley, Daily Reckoning  (1/15/14)
"While U.S. producers are going gangbusters—shale oil and gas production are way up year over year—the rest of the world is getting its collective act together." More >

Banking on Ethanol and High-Tech Fracking: Keith Schaefer
Source: Peter Byrne of The Energy Report  (1/9/14)
Keith Schaefer, editor and publisher of Oil & Gas Investments Bulletin, has built an impressive track record of foreseeing structural changes in the energy industry. Schaefer knows when to take or refuse opportunities in the volatile ethanol industry, as he demonstrates in this interview with The Energy Report. And he knows how to bide his time while waiting for catalytic moments—the singular events that can make all the difference between survival and extinction for a junior oil and gas company struggling to raise above the fray in the fracking fields. More >

Why 'Energy Rebalancing' Means Huge Profits This Year
Source: Kent Moors, Oil & Energy Investor  (1/8/14)
"These profit opportunities involve big shifts in sourcing and systems that will combine with some major revisions in finance." More >

Matt Badiali's Insider Tips from the Energy Fronts in Kurdistan and Tuscaloosa
Source: JT Long of The Energy Report  (1/2/14)
How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of travelling the globe, S&A Resource Report Editor Matt Badiali shares his insights with The Energy Report readers on how to go where no one else wants to be and make a lot of money doing it. More >

2014 Outlook for Oil & Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (1/1/14)
"My outlook for the remaining oil and gas sub-sectors—from best to worst. . ." More >

Fracking, Uranium and Solar, Oh My!: Growth and Innovation in 2013
Source: The Energy Report  (12/26/13)
A more profitable outcome often requires a new way of doing things. The Energy Report profiled some of the most innovative stories in the energy space in 2013. Our experts talked about everything from developments in hydraulic fracturing techniques to new ways of finding and processing natural resources. As we look forward to exciting new opportunities in 2014, let's revisit some stories our experts shared last year. More >

Chad Mabry: Where to Drill for Portfolio Outperformance
Source: JT Long of The Energy Report  (12/19/13)
Looking into 2014, Chad Mabry, an analyst at MLV & Co., is more focused than ever on company-specific fundamentals and relative performance indicators, which help him identify the outperformers. In this interview with The Energy Report, Mabry also talks about some companies with exposure to up-and-coming plays that could offer major upside. More >

One of the Most Notable Stories of the Year: Energy Renaissance in the US
Source: Frank Holmes, U.S. Global Investors  (12/17/13)
"Only a few years ago, we were contemplating the supply constraints facing the petroleum industry, as many major oil fields around the world were facing a decline in production." More >

Has Shale Broken OPEC's Grip? Peter Dupont Names Powerhouses of the Future
Source: Tom Armistead of The Energy Report  (12/12/13)
The Shale Age is the age of the nimble junior, and exploration has revealed oil and gas resources that could forever alter the global production profile. Peter Dupont, oil and gas analyst for Edison Investment Research, tells The Energy Report how companies in North and South America, Australia, Africa and the U.K. are upending the oil and gas order and creating a whole new energy investment landscape. More >