Why an Islamic Revolution in Saudi Arabia Will Send Oil to $300/bbl
Source: Marin Katusa, Casey Research  (10/2/12)
"Is a 1973-style oil crisis about to engulf the entire world?" More >

Pipeline Infrastructure Needed for the Bakken
Source: Brianna Panzica, Energy & Capital  (10/2/12)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource." More >

Investing in Oil: Five Questions to Ask the Management
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (10/1/12)
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements." More >

Commodity Stocks: Improving Returns with No Extra Volatility
Source: Frank Holmes, Frank Talk  (10/1/12)
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results." More >

The Case of the Missing 200 Million Barrels of Oil: Marshall Adkins
Source: George S. Mack of The Energy Report  (9/27/12)
Supply threats in the Middle East have governments around the world hoarding oil, largely in secret. But it didn't get past Raymond James Director for Energy Research Marshall Adkins, who noticed the 200 million-barrel discrepancy between what was pumped and reported global oil reserves. Where did the missing oil go, and why don't prices reflect this substantial surplus? More importantly, what happens once the reality of an oversupply sets in?—A tough six months, Adkins expects. Read on to find out where you can hide when prices plummet. More >

Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer
Source: Peter Byrne of The Energy Report   (9/25/12)
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper. More >

Oil & Gas Stock Outlook
Source: Zacks Equity Research  (9/24/12)
"While the Western economies exhibit sluggish growth prospects, global oil consumption is expected to get a boost from sustained strength in the non-OECD countries that continue to expand at a healthy rate." More >

London Sees Oil Prices on the Rise
Source: Kent Moors, Oil & Energy Investor  (9/23/12)
"The overwhelming consensus in Europe is that oil will rise, absent exogenous economic or financial problems." More >

Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector
Source: Zig Lambo of The Energy Report  (9/20/12)
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing. More >

Bob Moriarty: Finding Massively Undervalued Energy Stocks in Today's Irrational Market
Source: Karen Roche of The Energy Report  (9/18/12)
Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it." More >

The Mystery Behind High North American Gas Prices: Solved
Source: Keith Schaefer, Oil and Gas Investments Bulletin  (9/18/12)
"North American drivers are now competing with global drivers—and global industry—for cheap American crude." More >

The Next Recession Will Be Triggered by Oil
Source: Toby Connor, GoldScents  (9/17/12)
"Any move of 100% or more in energy prices within a year has historically been the straw that breaks the camel's back. More >

Casey Panel: The Energy Crisis Is Here—Here's How to Play It
Source: The Energy Report Editors  (9/13/12)
Oil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers. However, leaders' responses are often motivated more by the desire to boost approval ratings than by the need to find real, long-term supply solutions. The individual investor may not have the power to shift the tone of the emotional debates surrounding the oil and gas industry, but he or she can devise a strategy to profit. Sprott's Rick Rule, and Casey's Marin Katusa and Louis James sat down with The Energy Report to discuss what it means to participate in a politicized market and how politics affect their buy and sell decisions. More >

Arctic Sea Ice Vanishes—and the Oil Rigs Move In
Source: Time, Bryan Walsh  (9/11/12)
"According to the U.S. Geological Survey, there may be more than 90 billion barrels of recoverable oil buried in the Arctic—about 13% of the world's estimated undiscovered reserves." More >

Infographic: The What, Where and How of Shale Extraction
Source: Visual Capitalist  (9/10/12)
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?" More >

Math, Science, and Computer Students: The Energy Sector Wants You
Source: U.S. News & World Report, David Hatch  (9/10/12)
"A technology revolution reshaping the energy sector through streamlined operations, increased production and improved distribution will create ample job opportunities for college graduates over the next decade." More >

Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report  (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential. More >

Energy Firms Monitor Gulf of Mexico Tropical System
Source: Reuters  (9/6/12)
"Energy firms, such as Chevron Corp and Marathon Oil Corp, said they are watching the system closely and are prepared to take action should it develop into a serious threat." More >

Colombia Oil Stocks: Time to Invest Once Again?
Source: Keith Schaefer, Oil and Gas Investments Bulletin  (9/4/12)
"Now, these stocks have not only fallen to earth, they've crashed through the floor into the basement—despite good oil prices. What happened? And more importantly, is this an opportunity for investors?" More >

The Real Answers in China Are Never That Simple
Source: Keith Fitz-Gerlad, Money Morning  (9/4/12)
"Rather than tackling the incessantly 'they'll never succeed because they're not democratic' or 'ghost cities' arguments, let's dig into the subtleties that escape most Westerners." More >

U.S. Shale Glut Means Gas Shortage for Mexican Industry
Source: Reuters, Carlos Manuel Rodriguez   (9/4/12)
"Mexican gas prices are tied to rates in its northern neighbor, where soaring supplies from shale fields drove gas to a 10-year low and reduced Mexico's wholesale price 32% in the past year. Manufacturers can't get enough of the energy." More >

The 'Experts' Are Wrong About Oil Prices
Source: Kent Moors, Oil & Energy Investor  (9/4/12)
"Their argument is deceptively simple—with all of shale oil coming on the market, there will be an oil glut in the U.S. Gluts naturally depress prices. And those pounded-down prices will force companies to fold. Unfortunately, the argument is both simplistic and wrong." More >

This Is Your Energy Entry Point: Mark Lackey
Source: Zig Lambo of The Energy Report  (8/30/12)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off. More >

Higher Gas Prices a Sure Bet Due to Hurricane Isaac, Fire
Source: James Baldwin, Money Morning  (8/29/12)
"Production halts due to Hurricane Isaac and a deadly explosion at a Venezuelan refinery have pushed U.S. gas prices to a near four-month high." More >

Invest in What China Needs to Buy: Don Coxe
Source: Peter Byrne of The Energy Report   (8/28/12)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status. More >