Streetwise Oil & Gas - Exploration & Production Articles
Rick Rule: A Global Perspective on US Energy Independence
Source: Karen Roche of The Energy Report (11/27/12)
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.
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In Search of the Next Bakken Shale Oil Field
Source: Tony Daltorio, Money Morning (11/27/12)
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil."
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The Huge Risk-Reward Scenario with East Africa Oil
Source: Jen Alic, Oil & Gas Investments Bulletin (11/25/12)
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together."
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James West Sees Catalysts in the Energy Sector
Source: The Energy Report Editors (11/15/12)
As we head into the last quarter of the year, James West questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals market forces. In this interview with The Energy Report, West updates us on some possible top performers in the space and what they're doing right.
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Oil and Gas Volatility Creates Winners and Losers: Robert Cooper
Source: Zig Lambo of The Energy Report (11/13/12)
Price movements, distribution problems, drilling rig availability and regulatory factors have all come into play this year, providing both challenges and opportunities for junior companies, according to Robert Cooper, senior oil and gas analyst at Haywood Securities. But change has been good for some of the companies he follows, and in this interview with The Energy Report, he shares some names that are still sitting pretty.
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US Shale Gas Won't Last Ten Years: Bill Powers
Source: Peter Byrne of The Energy Report (11/8/12)
The shale gas "miracle" is overhyped and bound to disappoint. That's what energy expert Bill Powers argues in his upcoming book. But Powers tells The Energy Report that this could be a very good thing for oil and gas companies and their shareholders, and he is placing his bets accordingly.
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Election Roundup: Who Are the Winners and Losers in Energy Markets?
Source: Rita Sapunor of The Energy Report (11/8/12)
Energy policy was a pivotal issue in this year's presidential election, with Obama favoring clean energy, Romney championing coal and both candidates emphasizing the need for U.S. energy independence. President Barack Obama took the opportunity to reaffirm his stance in his victory speech, calling for bipartisan collaboration to face challenges, including "freeing ourselves of foreign oil." But he made no further mention of his energy policy agenda. What's next for energy investors?
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Making a Killing in Mature Oil Basins: Josh Young
Source: Peter Byrne of The Energy Report (11/6/12)
The oil party is not over! In this interview with The Energy Report, Hedge Fund Founder Josh Young explains how to get the most returns out of a well-drilled oil field. There are plenty of excellent opportunities in mature North American basins and Young tells us why now is a good time to move in for the big kill.
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A Pipeline Reversal in the North American Oil and Gas Markets
Source: Keith Schaefer, Oil & Gas Investments Bulletin (11/6/12)
"Pipeline flows aren't just being changed em dash —so are the commodities that flow inside them!"
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The Key to 'Gaming' Oil Volatility
Source: Kent Moors, Oil & Energy Investor (11/1/12)
"While markets can ride a roller coaster of sentiment on the volatility express, all aspects of these markets require energy regardless of where the curve happens to be."
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Kurdistan Oil: My Property Tour with Western Zagros Resources
Source: Keith Schaefer, Oil & Gas Investments Bulletin (11/1/12)
"Kurdistan isn't recognized as a country yet by anyone, but it exists in all but name."
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Oil Prices: As the WTI-Brent Spread Widens, Refineries Are Set to Advance
Source: Kent Moors, Money Morning (10/29/12)
"For the next 20 years, higher Brent oil prices will affect U.S. prices, even if we rely on fewer imports."
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Africa and Kurdistan Show Great Oil and Gas Potential: Lionel Therond
Source: Peter Byrne of The Energy Report (10/25/12)
With Iraqi sanctions impeding profitability, explorers and producers are flocking to Kurdistan for cheap production and access to international buyers, explains Lionel Therond, head of oil and gas research at Standard Bank. Meanwhile, discoveries throughout Africa hint at vast untapped potential. In this exclusive interview with The Energy Report, Therond gives us the geological lay of the land in key emerging plays.
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Natural Gas Has Sex Appeal: Andrew Coleman
Source: Zig Lambo of The Energy Report (10/23/12)
With prices on the rise and a cold winter approaching, some gas names have already begun to rally. But Andrew Coleman of Raymond James takes a cautious approach—that's why he looks for oil and gas companies that can survive a tough market. In this exclusive interview with The Energy Report, Coleman shares how to gain exposure to promising shale plays using defensive investing tactics. Read on to learn which companies are measuring up with strong balance sheets, dominant acreage positions and top-tier technology.
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Unlock the Eagle Ford with These Three Words
Source: Matt Insley, The Daily Reckoning (10/22/12)
"The Eagle Ford is in between the optimization phase and the harvest phase, ready to pay out for investors."
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Exxon's Biggest Canada Deal Signals Shale Rush
Source: Bloomberg, Joe Carroll and Rebecca Penty (10/18/12)
"The Duvernay shale, which is soaked in natural gas as well as petroleum liquids such as propane and ethane, which fetch higher prices, may rival the mammoth Eagle Ford formation in south Texas."
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Play Housing and Agriculture with Energy
Source: Frank Holmes, Frank Talk (10/18/12)
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet."
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Is Energy Independence Really on the Oil and Gas Agenda?
Source: The Christian Science Monitor, Kurt Cobb (10/16/12)
"Inadequate infrastructure has U.S. oil and gas priced below global rates, but when transportation costs are reduced, companies will ship their oil to the highest bidder."
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Energy Investment Is an International Adventure: Darrell Bishop
Source: Alec Gimurtu of The Energy Report (10/11/12)
Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it all.
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US Power Demand Will Cause 'Daily Volatility' in Natural Gas Flows: TransCanada
Source: Platts (10/10/12)
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services."
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Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky
Source: Zig Lambo of The Energy Report (10/9/12)
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well.
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Iran's Currency Collapse Has All the Markings of a Full-Blown Crisis
Source: Kent Moors, Money Morning (10/9/12)
"Oil sanctions and ever-tighter restrictions to international banking have had a devastating impact on the rial, Iran's currency. Riots have begun and its economy is unraveling."
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EU Backs Away from Stricter Offshore Oil, Gas Rules: MEPs
Source: Jane Morecroft and Kimberly Peterson, Platts (10/9/12)
"The energy committee voted to switch from a detailed, technical regulation to a more flexible directive that will allow countries to adapt the rules to existing systems."
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Energy Basics Trump Obama/Romney Trade: Q&A with Blackstone's David Foley
Source: TheStreet, Antoine Gara (10/4/12)
"Notable in Foley and Blackstone's energy investing approach is a lack of short-term bets, such as reading tea leaves for election year policy change, and instead, a focus on long-term exploration and development trends that work regardless of who takes the White House."
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Why My Portfolio Gained 30% This Year: John Stephenson
Source: Zig Lambo of The Energy Report (10/2/12)
Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly.
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