Streetwise Oil & Gas - Exploration & Production Articles
Are the 'Special Few' Manipulating Oil Prices?
Source: Kent Moors, Money Morning (6/18/13)
"With an ability to know the inventory figures up to five seconds before the market does, major market makers can swing entire portions of the energy curve."
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As Economy Heats Up, Will Oil Start to Sizzle?
Source: Frank Holmes, Frank Talk (6/11/13)
"Looking ahead, if the economy starts to experience runaway inflation, history shows it makes sense to hold real assets."
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Realize the Full Potential of Natural Gas: Jeff Grampp
Source: Peter Byrne of The Energy Report (6/6/13)
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.
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Potential Oil Glut! Raymond James Analyst's Contrarian Forecast
Source: Tom Armistead of The Energy Report (6/4/13)
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.
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Arab Spring Blowback Is the Key Risk in Energy Markets Now
Source: Kent Moors, Oil & Energy Investor (6/3/13)
"This wave of unrest may have repercussions across the entire energy sector."
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Diversification Is Key to Energy Value: Frank Holmes and Brian Hicks of U.S. Global Investors
Source: JT Long of The Energy Report (5/30/13)
Calling the energy space underowned and a great value, Frank Holmes and Brian Hicks of U.S. Global Investors view shale oil plays as integral to an energy renaissance. Still, to hedge their bets, the two experts recommend diversification across the entire natural resources sector, including agriculture and food. In this interview with The Energy Report, they list opportunities in upstream oil and gas production, refining stocks, master limited partnerships and potash.
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Which Oil Companies Could Benefit from Price Differentials?
Source: Tom Armistead of The Energy Report (5/28/13)
Price differentials emerged last year as a major hurdle in oil and gas markets, but not every company is equally vulnerable to the swings and dips of different crude grades. In this interview with The Energy Report, Chad Ellison, oil and gas analyst at Dundee Capital Markets, explains how producers are protecting themselves against price downside—or increasing upside exposure. Find out which names are dancing with differentials.
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Three Hidden Water Costs that May Already Be Boosting Energy Prices
Source: Kent Moors, Oil & Energy Investor (5/28/13)
"Lack of supply (i.e., rising costs) is hardly the first water problem likely to be faced by energy producers. It will be from the three categories: access, treatment, and transport."
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Matt Badiali: Why Bill Powers Is Dead Wrong
Source: JT Long of The Energy Report (5/23/13)
Is this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the S&A Resource Report. "You can make a lot of money, unless you're Bill Powers," he says in this interview with The Energy Report. Badiali discusses the true potential for U.S. natural gas, as well as what type of energy really gets him excited.
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Natural Gas Producers' Hedging Strategies: A Risky Bet
Source: Dave Forest, Oil & Gas Investments Bulletin (5/22/13)
"Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging."
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Investors Versus Traders: A Battle for Oil & Gas Profits
Source: Zig Lambo of The Energy Report (5/21/13)
The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders.
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Natural Gas Companies Inch Closer to LNG Export Approvals
Source: Tony Daltorio, Money Morning (5/21/13)
"The Obama administration gave the thumbs up (a 20-year approval) to the Freeport LNG project in Texas."
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The Hottest North American Shale Plays: Josh Young
Source: Alec Gimurtu of The Energy Report (5/15/13)
Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in? Fund Manager Josh Young doesn't think so, and he sat down with The Energy Report to discuss the hottest (and coldest) North American shale plays. Read on to find out where he's finding bargains that could pay off handsomely.
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Daren Oddenino: How to Spot Oil and Gas Takeout Targets
Source: Tom Armistead of The Energy Report (5/14/13)
Let's make one thing clear: There is no magic formula to determine which company will be the next big buyout story. But if there were a formula, it would include variables like asset value, management skill level, risk profile and location, location, location. Today, C. K. Cooper & Co. Analyst Daren Oddenino joins The Energy Report to discuss M&A trends and help us solve for X. One caveat—a company that tempts an international player might leave domestic majors cold.
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A Total Overhaul of the Global Oil Patch
Source: Byron King, The Daily Reckoning (5/13/13)
"Can energy exporters just turn the valves, lower output and ship out less oil in order to goose up the price? Not likely."
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Keith Schaefer Names the Last-Standing Shale Plays
Source: Peter Byrne of The Energy Report (5/9/13)
Shale oil has been North America's great experiment, says Oil & Gas Investments Bulletin Editor Keith Schaefer. But in this interview with The Energy Report, he questions the experiment's success and predicts steep declines ahead, with just a few formations left to supply the market. The question is what shale play will last the longest? Read on to find out how—and when—to get positioned for the end of the shale revolution.
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Bill Powers: Pickens and Stansberry Wrong, Shale Gas Production to Fall
Source: Tom Armistead of The Energy Report (5/7/13)
Energy pundits sing natural gas' praises, but Bill Powers, author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," isn't buying it. He sees serious flaws in how reserves are reported, and his own research shows steep, across-the-board production declines in the near future. Nonetheless, he expects a multiyear bull run for the resource, and recommends investors get positioned before scarcity hits—just five to seven years from now. Find out which companies Powers is betting on in this interview with The Energy Report.
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Porter Stansberry vs. Marin Katusa: I Win, You Lose!
Source: Marin Katusa, Casey Research (5/7/13)
"This means there are tremendous opportunities to profit while we wait for the rest of the world to catch up."
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How to Make Money in Range-Bound Energy Markets
Source: Kent Moors, Oil & Energy Investor (5/6/13)
"Hedge using market sectors."
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Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS'
Source: JT Long of The Energy Report (4/30/13)
What the "tree huggers" don't realize, says 321energy.com founder Bob Moriarty, is that "the BMWs they drive to anti-Keystone protests need fuel." But the pipeline supporters who expect that fuel to come from American sources are just as delusional, Moriarty asserts in his scathing interview with The Energy Report. That's why he's looking beyond North America for lucrative oil plays. Find out which international producers may be ideally positioned to supply an energy-hungry U.S., and why Moriarty believes oil should be taxed "to the limit."
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Unconventional: Jim Letourneau's Investment Taste
Source: Tom Armistead of The Energy Report (4/25/13)
Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position. He's an unapologetic advocate of oil sands development and a shrewd analyst of the companies large and small that are active both in the Alberta oil sands and in the U.S. oil patch. In this interview with The Energy Report, he shares his insights into one of Alberta's largest oil sands players and one of its newest and smallest, as well as a well-positioned startup in the Texas Midland basin and northwestern Montana's Williston basin.
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Back the Dollar with Energy, Not Gold
Source: Bill James, OilPrice.com (4/24/13)
"Backing money with energy, not gold or debt, will cause people to gather energy."
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Need for Energy Integration Will Create Opportunities
Source: Kent Moors, Oil & Energy Investor (4/23/13)
"Advances like these are going to make the energy balance an interesting and profitable story to follow."
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Curse of the Black Gold: How Oil Exporters Reach Financial Collapse
Source: Gail Tverberg, Economy Watch (4/22/13)
"Declining production capabilities, coupled with the volatility of oil prices, can lead some exporters down a road to financial collapse."
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Profit from Domestic Energy Growth with Upstream MLPs
Source: Zig Lambo of The Energy Report (4/16/13)
Sideways oil and gas markets don't mean that investors can't find good upside opportunities and get paid while they wait for more exciting times. Michael Peterson, managing director and senior equity analyst at MLV & Co., tells The Energy Report why upstream MLPs offer stability and continued growth and which names stand out from the crowd.
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