Micro-Cap Oil Stocks that Hit the Jackpot: Phil Juskowicz
Source: Zig Lambo of The Energy Report  (8/29/13)
If you want the most bang for your buck, quality E&P micro caps are the way to go. At least that's the opinion of Analyst Phil Juskowicz of Casimir Capital, an early follower of the company that ended up discovering the Barnett Shale. In this interview with The Energy Report, Juskowicz explains his investment rationale and talks about several of his favorite micro caps, including one that went shopping at an asset bankruptcy sale and absolutely cleaned up. More >

The Low-Cost, High-Yield Strategy Making Oil Investors Money: Josh Young
Source: Peter Byrne of The Energy Report  (8/27/13)
Sometimes success is about making the most of what you've already got. The same holds true for North America's shale plays: Companies are saving development dollars by reworking old wells. When it's done right, the rates of return are astounding. That's why Young Capital Management founder Josh Young is investing in redevelopment plays. In this interview with The Energy Report, Young explains redrilling economics and highlights off-the-radar shale basins outperforming those in the limelight. More >

Canada's Heavy Oil Producers Are Positioned for Big Payoffs: Alistair Toward
Source: Tom Armistead of The Energy Report  (8/20/13)
Companies that can hunker down in low-margin environments will often wow markets during recoveries. Heavy oil producers are the next case in point, says PI Financial Oil and Gas Analyst Alistair Toward. Improved heavy oil pricing means these producers are enjoying significantly bigger netbacks. As heavy oil producers release their quarterly financial results, those bottom-line payoffs are likely to make waves. In this interview with The Energy Report, find out how to invest in this high-beta space before all the earnings reports are in. More >

Barclays: Worldwide O&G Capex Growth Good News for 'Big Four' Services Companies
Source: Tom Armistead of The Energy Report  (8/13/13)
If the oil and gas industry were a sport, Barclays Analyst James C. West's dream team would consist of large-cap, diversified oil services companies drilling for either oil or gas offshore in the Middle East, with the bench stocked with players operating offshore in India, Asia, Australia and the Asia-Pacific region. In this interview with The Energy Report, West highlights industry growth spots around the world. The future, he says, is bright. More >

The Shale Oil Boom Is Going Global (Starting with Argentina)
Source: Kent Moors, Money Morning  (8/13/13)
"The shale oil and gas craze is going global. . .For investors, that means there will be some genuine opportunities for North American technical, equipment and production service companies as this wave continues to wash up in areas all over the world." More >

Smart Fracking: Jim Letourneau on Enhanced Oil Recovery with Competitive Costs
Source: Peter Byrne of The Energy Report  (8/8/13)
What's the difference between an oil well and a very expensive hole in the ground? Advanced hydraulic fracturing techniques, in many cases. That's why Big Picture Speculator Editor Jim Letourneau is following service companies that are helping producers get to the finish line on time and under budget. In this interview with The Energy Report, Letourneau discusses new ways to play the ever-evolving shale revolution. More >

Bill Newman: As Argentina Backpedals, Will Oil and Gas Companies Step on the Gas?
Source: Peter Byrne of The Energy Report  (8/6/13)
Argentina's nationalist seizure of YPF's assets last year stunned markets, but loss of foreign investment compromised the nation's energy self sufficiency. Now, says Bill Newman of Mackie Research, the government is taking steps in the right direction. In this interview with The Energy Report, Newman outlines the political landscape and identifies promising plays in the region. More >

What's Behind July's 9% Rise in Crude Oil Prices
Source: Tony Daltorio, Money Morning  (8/5/13)
"U.S. crude oil prices finished the month of July on a very positive note. Front-month futures ended July at just above $105 a barrel. That put those futures up about 9% for July, the largest one-month gain for crude oil in 11 months." More >

Jocelyn August: Top Five Catalysts for Small-Cap Energy Equities
Source: Brian Sylvester of The Energy Report  (7/30/13)
Catalysts are a little like earthquakes: They shake things up. These announcements of drill results, production starts and resource estimates can influence stock prices, sometimes for the better, sometimes for the worse. In this interview with The Energy Report, Jocelyn August, senior analyst and product manager for Sagient Research's CatalystTracker, explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces. More >

How to Invest in LNG: A 3-Step Strategy
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (7/26/13)
"Greg Coleman outlines his three-stage plan for grabbing a chunk of the profits from the massive ramp-up coming in LNG." More >

Capture Upside in Undervalued, Underfollowed Energy Stocks: Peter Epstein
Source: Rita Sapunor of The Energy Report  (7/25/13)
Big gains are rarely found by jumping on the bandwagon. Peter Epstein, independent analyst and founder of MockingJay Inc., argues that market darlings won't reward latecomers; that's why he spends his time finding undervalued, underfollowed junior resource companies. In this interview with The Energy Report, Epstein shares his resource stock diamonds in the rough, including a uranium name commercializing a groundbreaking technology and a graphite company beating its competitors to market. More >

Is the Next Big Oil Discovery in Resource-Rich Australia?
Source: John C. K. Daly, Oilprice.com  (7/23/13)
"According to a U.S. government report, resource-rich Australia could be home to as much as 10 times the existing known gas reserves, higher than its existing oil reserves." More >

Stock Picking in the US Shale Basins: Neal Dingmann
Source: Tom Armistead of The Energy Report  (7/18/13)
As an oil analyst at SunTrust Robinson Humphrey, it's a given that Neal Dingmann has his eye on energy stocks come rain or shine. But whether you're bullish or bearish on U.S. shale development, it's wise to know which stocks are poised to deliver shareholder value. In this interview with The Energy Report, Dingmann tiptoes through North America's major shale plays (including an interesting hybrid) and points out the cream of the crop. More >

Opportunity Ahead in the Energy Supercycle?
Source: Frank Holmes, Frank Talk  (7/18/13)
"We see severe price declines as possible buying opportunities during this ongoing commodity supercycle." More >

Chris Mayer's Four-Point Formula for Returns
Source: Tom Armistead of The Energy Report  (7/11/13)
It's time to tear your eyes away from those stock price charts. Chris Mayer, Agora Financial managing editor and author of "World Right Side Up" and "Invest Like a Dealmaker," walks us through his four-point company evaluation strategy, "CODE," identifying crucial, less publicized metrics that give real insight into a company's value. In this interview with The Energy Report, learn how to pick your stocks like a seasoned financial analyst. As Mayer explains, with global finance shifting back to emerging economies, it's an exciting time to be an investor. More >

Who Will Benefit from the Mexico Natural Gas Export Boom?
Source: Dave Forest, Oil & Gas Investments Bulletin  (7/10/13)
"Mexico could be the surprise driver of marginal demand—and gas prices." More >

Sprott Money Managers Share the Secret for Surviving the 'Bernanke Put'
Source: Zig Lambo of The Energy Report  (7/9/13)
The "Bernanke Put," or promises of quantitative easing, has become the standard government response to economic uncertainty. But while the powers that be insist everything's fine, Sprott Resource Corp. Founder Kevin Bambrough and COO Paul Dimitriadis see financial deterioration around the globe. Only one thing is for certain: Taking the contrarian view provides the best opportunities to buy low and sell high. In this interview with The Energy Report, they explain why they expect energy assets to perform better in the long haul, cluing us in on a few names they are considering for big returns. More >

What the Next 'Arab Spring' Means for Oil Prices
Source: Kent Moors, Oil & Energy Investor  (7/8/13)
"But two developments are threatening to heat things up yet again—and fast." More >

An Unexpected New Demand Source for US Natural Gas
Source: Dave Forest, Oil and Gas Investments Bulletin  (7/2/13)
Mexican imports of U.S. gas have skyrocketed 92% since 2008. More >

To Plot Your Energy Investments, Consult the Map: James West
Source: Peter Byrne of The Energy Report  (7/2/13)
Understanding asset values is the name of the game for early-stage resource plays—that's how investors in the Bakken made huge returns. But with the first round of shale plays largely maturing, where are the next big opportunities for junior explorers? In many cases, abroad, says James West, publisher of The Midas Letter. In this interview with The Energy Report, West rolls out the map and shows us where juniors are headed. He also names some companies who are thriving on North American soil. If boots-on-the-ground prospecting puts a glint in your eye, read on. More >

How Exporting US Gas Will Transform Global Energy Markets: Sam Wahab
Source: Peter Byrne of The Energy Report  (6/27/13)
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals. More >

Are You Protected from Oil Price Downside? Chen Lin Shares His Strategy
Source: Zig Lambo of The Energy Report  (6/25/13)
Remember when oil shot up to $148 a barrel? Chen Lin does, and he sees potential for Wall Street market manipulation to push the oil price in the opposite direction—as low as $47 a barrel. Plus, he's bearish on China now. The good news is that Lin, publisher of What Is Chen Buying/Selling?, was willing to share his personal investment strategy in his interview with The Energy Report. Find out where Lin booked profits this year and get the names he's turning to for protection against oil price downside. More >

African Shale Gas Production Could Break Out
Source: Justin Williams, Energy & Capital  (6/24/13)
"South Africa (which holds the fifth-largest reserve in the world), Morocco, Algeria, Tunisia, Libya, and Egypt are among the small group of countries that have the potential and are exploring for gas on the continent, according to the U.S. Energy Information Administration." More >

Profit from Seasonal Energy Cycles: Roger Wiegand
Source: Peter Byrne of The Energy Report  (6/20/13)
For short-term traders, understanding cyclical markets is the key to profits. And with the hottest summer months ahead, natural gas could get a price boost when air conditioners start to hum, says Roger Wiegand, publisher of the Trader Tracks investment newsletter. In this interview with The Energy Report, Wiegand shares some promising names for investors who are ready to read the technical charts—and mark their calendars. More >

Fadel Gheit: Avoid the Middle East, Invest in US Refineries
Source: Tom Armistead of The Energy Report  (6/18/13)
Shifting commodity prices are a given in the oil and gas industry, but sometimes the industry landscape changes in unexpected ways. In this interview with The Energy Report, Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan. More >