Producers that Can Pump at $60/bbl Oil: Evan Smith
Source: Tom Armistead of The Energy Report  (12/5/13)
As impressive as shale gas and oil production has been in North America, Evan Smith, co-portfolio manager of U.S. Global Investors' Global Resources Fund, expects 2014 to break records as producers move to a pure manufacturing process and drill multiple horizontal wells from a single pad. In this interview with The Energy Report, Smith tells us why a few of the companies in his fund had a stellar 2013, and why they could go even higher in 2014. More >

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet
Source: Tom Armistead of The Mining Report  (12/3/13)
Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. More >

Xavier Grunauer: Small Oil and Gas Companies Are Rising Stars in Latin America
Source: Peter Byrne of The Energy Report  (11/26/13)
Independent oil and gas companies with technical skills, local know-how and bottom-up knowledge are playing a larger role in Latin American oil and gas, according to Xavier Grunauer, analyst with Edison Investment Research. Rather than looking to national oil companies and global oil majors, the "fallen stars" operating in the region, Grunauer tells The Energy Report that investors would be wise to get up to speed now on some of the smaller independent oil and gas companies that are poised to unlock value in Colombia, Argentina and Brazil. More >

Plenty of Opportunities Still Left in International Junior E&Ps: Amin Haque
Source: Peter Byrne of The Energy Report  (11/21/13)
You may not think "oil" when you hear "Albania," but the once war-torn nation is home to the largest onshore oil field in Europe, says MGI Securities Analyst Amin Haque. Furthermore, the underexplored jurisdiction is likely hosting large undiscovered oil reserves. In this interview with The Energy Report, Haque explains the political and fiscal environment in this transitioning country and profiles some promising companies making headway there. He also brings us up to speed on some plays in Nigeria that could return big bucks for patient investors. More >

Karim Rahemtulla: Profit from Natural Gas Infrastructure Expansion
Source: Brian Sylvester of The Energy Report  (11/14/13)
Karim Rahemtulla, investment director of Oil and Energy Daily and emcee at the upcoming Liberty Forum, believes the day is near when you will be able to fill up your tank with natural gas in stations from coast to coast. Why? The same large oil companies with gas stations all over the country now have a considerable stake in the success of natural gas. For producers, the trend toward greater adoption could buoy prices for the energy source, increasing margins. In this interview with The Energy Report, Rahemtulla discusses benefactors of the trend—and throws in some good news on gold. More >

Steve Palmer: Change Up Your Portfolio's Sector Weightings to Capture Profits
Source: Peter Byrne of The Mining Report  (11/12/13)
Steve Palmer's AlphaNorth Partners Fund didn't make a 130% return by adhering to a strict natural resource weighting. In this interview with The Mining Report, Steve Palmer describes how his fund uses "bottom-up analysis" to find profit opportunities in metals, energy, life sciences and tech stocks. Small-cap equities may not be leading the pack now, but they are still the best-performing asset class in the long term, says Palmer, and he names some companies that are already outperforming. More >

Four International O&G Juniors for a Globe-Sweeping Shale Revolution: Christopher Brown
Source: Tom Armistead of The Energy Report  (11/7/13)
Shhh! The market is sleeping. Meanwhile, international juniors are stealing into old oil and gas basins with the same equipment and technical expertise that forever changed the oil and gas landscape in North America. In this interview with The Energy Report, Canaccord Genuity Research Director Christopher Brown and Research Associate Kimberly Thompson name some promising junior companies that are poised to tempt majors back into these basins or simply clean up on premium international pricing. For investors, it's a case of massive potential upside for practically nothing—at least until the market wakes up. More >

Don't Miss This Golden Cross in Energy Resources
Source: Frank Holmes, U.S. Global Investors  (11/4/13)
"We believe great value in today's energy market lies in selectively choosing companies that own high-quality assets in the core basin areas of Eagle Ford, Permian, Marcellus and Bakken. What's important to our process is finding oil and gas companies that are growing their reserves, production and cash flows on a per share basis." More >

Why Chen Lin Is Buying Fracking Stocks and Selling Gold Holdings
Source: Tom Armistead of The Energy Report  (10/31/13)
Chen Lin, author of What is Chen Buying? What Is Chen Selling?, goes wherever he sees returns. In the summer, he bought mining stocks when the yellow metal hit $1,200 per ounce. Now, he's trading in his gold names and moving into the fracking space after a three-year hiatus. In this interview with The Energy Report, Lin names the companies he's buying to play a likely energy sector bottom and tells investors to actively manage their portfolios in the coming stock-picker's market. More >

James C. West: Positive 2014 Outlook for Oil and Gas
Source: Tom Armistead of The Energy Report  (10/24/13)
James C. West, lead oil services and drilling analyst at Barclays, sees incredible growth ahead for oil production around the world. In this interview with The Energy Report, West explains how likely constitutional change in Mexico will spur momentous industry growth, along with new deepwater targets opening up in offshore China. Meanwhile, decent commodity prices and economic improvement in Eastern Europe are creating powerful oil price tailwinds. But the best news in North America. Find out which companies are positioned to thrive in the year ahead. More >

Colorado Floods Highlight Opportunity in Oil and Gas Services
Source: Peter Byrne of The Energy Report  (10/15/13)
Flash flooding in Colorado took a considerable toll, but there is always opportunity in crisis—this time, that opportunity lies in service companies. In this interview with The Energy Report, Jason Wangler, analyst with Wunderlich Securities, recounts how emergency service, information technology and small infrastructure-building companies have found a profitable niche in making oil and gas operations safer and more responsive in the event of disaster. He also tips us on some international plays with hidden values and a few firms with great risk/reward profiles in the domestic shale fields. More >

Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule
Source: JT Long of The Gold Report  (10/11/13)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters. More >

Technical Analysis Toolkit for Energy Investors: Clive Maund
Source: Special to The Energy Report  (10/8/13)
Candlestick, head-and-shoulders, ascending triangle: If these phrases aren't familiar to you, you're missing out on major profit opportunities. Clive Maund, technical trader and editor of CliveMaund.com, shares the tricks of his trade in this interview with The Energy Report. Find out how to recognize potential price swings in commodities and stocks, and discover junior energy companies and ETFs with charts that scream "upside!" More >

Blowback Investments from the Next Oil War
Source: Byron King, Daily Reckoning  (10/7/13)
"Expanding Middle East conflict has the potential to drive global energy prices through the roof." More >

Don Coxe: China, Japan and Chekhov's Gun—Where Does Fracking Fit In?
Source: Peter Byrne of The Energy Report  (10/3/13)
If there's a gun on the table in the first act, it will be fired by the end of the play. The way legendary portfolio strategist Don Coxe sees it, the potential to bring on vast U.S. energy reserves is the gun. . .or is it a safety valve? Don Coxe tells The Energy Report that the fracked oil and gas boom has saved the U.S. from endless recession and explains why he remains bullish on China and Japan as sources of energy demand. Coxe also shares his preferred portfolio allocation ratios between industrial and financial stocks, bonds, metals and energy, with a weight on fossil fuels. More >

Bob Moriarty: On the Road to Armageddon, Take Shelter in Resources
Source: JT Long of The Energy Report  (10/1/13)
An economic recovery that isn't one. A civil war that isn't one. Cheap oil that is no more. According to Bob Moriarty, resources remain one of the few absolutes in the world. In this Energy Report interview, Moriarty explains why he's sticking to resources when many investors are turning to the mainstream markets, and shares long-term opportunities for shale oil in New Zealand and coal bed methane in Indonesia. More >

For Oil and Gas Producers, It's All About Assets: GPOR, GST, SYRG
Source: Tom Armistead of The Energy Report  (9/26/13)
The industry is focusing on liquid-rich plays, but some gassier regions offer solid returns, asserts Joel Musante, senior research analyst for oil and gas exploration and production with Euro Pacific Capital. With oil trading over $100 per barrel, liquids-rich plays are most attractive. Prices may pull back, even though the surge in merger and acquisition activity suggests that some companies might believe that these price levels are here to stay. Ultimately, producers must consider development costs as well as product types and margins to enhance returns. In this interview with The Energy Report, Musante discusses oil and gas companies with the right combinations. More >

Corporate America Goes Off the Grid
Source: Jeffrey Tucker, Daily Reckoning  (9/24/13)
"Over the last 10 years, a sea change has occurred in the provision of power." More >

Frank Curzio: How to Play the Diesel/Natural Gas Switch and US LNG Exports
Source: Zig Lambo of The Energy Report  (9/19/13)
On his recent tour of U.S. shale basins, Frank Curzio, Editor of Small Stock Specialist and Phase 1 Investor, noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities. In this interview with The Energy Report, Curzio discusses companies enabling the fuel switch, and shares some likely recipients of export terminal building contracts. More >

The One Oil Move to Make ASAP
Source: Kent Moors, Oil & Energy Investor  (9/18/13)
"It's time to position yourself for regional variations in price." More >

Bill Powers: Give Up the Shale Gas Fantasy and Profit When the Bubble Bursts
Source: Zig Lambo of The Energy Report  (9/17/13)
The numbers don't lie—but politicians and industry bigwigs do. While pundits still wax poetic about an era of American energy independence, Bill Powers, author of the book "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees productivity plummeting in almost every major shale play. In this interview with The Energy Report, Powers tells us to forget about LNG exports and a manufacturing boom and get positioned for a bust. How? Invest in energy equities. Powers names his favorites for maximum returns when the bubble bursts. More >

Casey's Marin Katusa: Conflict Could Be Good for Energy Investors
Source: JT Long of The Energy Report  (9/12/13)
Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis. More >

America's Energy Revolution
Source: Frank Holmes, Frank Talk  (9/6/13)
"From the depths of reserves to the richness of the energy, an incredible transformation is taking place." More >

Bruce Edgelow: Optimistic Banker Sees 'Encouraging Time in the Basins'
Source: Tom Armistead of The Energy Report  (9/3/13)
Bruce Edgelow is optimistic. The energy group vice president for ATB Financial says technological advances have opened new exploitation opportunities for the Canadian oil and gas market and have improved the industry's ability to monitor and respond to leaks, spills and other system issues. Selective access to capital and consolidation has presented challenges for producers, but it's an encouraging time in the basins, Edgelow says. In this interview with The Energy Report, he discusses the players he likes and why. More >

As Syria Erupts, Here's What Oil Traders Fear the Most
Source: Kent Moors, Oil and Energy Investor  (9/3/13)
"While any geo-military event like the one about to play out will increase volatility in oil prices, a power vacuum in the Middle East would strike at the core of a trader's basic fear—an interruption in supply." More >