Oil Field Services Surprise: Brandon Dobell on the Upstart that Could Compete with the Big Three
Source: Tom Armistead of The Energy Report  (9/4/14)
Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co. As economic recovery takes root, oil prices will stabilize at current levels and interest rates will remain low, creating conditions for mergers and acquisitions among explorers and producers and, in a ripple effect, among the oil field service companies they employ. In this interview with The Energy Report, Dobell offers a surprising prediction for a service company he expects to see playing in the big leagues soon. More >

Oasis: Gold in the Sand
Source: Visual Capitalist  (8/27/14)
"For every ten barrels of oil in world reserves, Middle Eastern countries in OPEC have eight." More >

Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report  (8/21/14)
Like the economy as a whole, the Muhlenkamp Fund is still struggling to extricate itself from the morass of the Great Recession. Ron Muhlenkamp, founder of Muhlenkamp & Co. Inc., sees a forerunner to this downturn in the 1980–82 recession. In this interview, he tells The Energy Report how good policy ended the earlier slowdown and set the stage for two decades of prosperity. He also explains why bad policy is hampering recovery now, and what this means for investors. More >

Jim Collins: Five Names to Love from the LD Micro Conference
Source: Streetwise Reports' Special Situations Staff  (8/20/14)
The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids. More >

America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein
Source: Tom Armistead of The Energy Report  (8/14/14)
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market. More >

Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report  (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst. More >

Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion
Source: Tom Armistead of The Energy Report  (8/7/14)
For Jason Sawatzky, the word is "oilfield services." They are not glamorous, but they are necessary, and Canada's explorers and producers need oilfield services as they prepare to fill pipelines with natural gas to be liquefied and exported. AltaCorp Capital's director of institutional equity research tells The Energy Report that Canada is pushing hard to approve liquefied natural gas plants, and Canada's proximity to Asian markets gives it an edge. A whole portfolio of companies is poised to support and profit from the business opportunities that will come with that industry. More >

Can Europe Survive Without Russian Gas?
Source: Visual Capitalist  (8/7/14)
The ongoing conflict between Russia and the Ukraine has exposed Europe's overreliance on Russian gas. Can Europe find alternative sources of energy to meet the region's demand in coming years? More >

Africa: New Land of Opportunity? Ashley Kelty Points to the Positives
Source: Tom Armistead of The Energy Report  (7/31/14)
Oil and gas plays in Africa are no day at the beach, but they are more promising than the press would suggest, says Ashley Kelty, oil and gas equities analyst at Cenkos Securities Plc. Africa has locals with oil patch skills, abundant, accessible reservoirs and less volatile fiscal regimes than investors might think. In a wide-ranging interview with The Energy Report, Kelty riffs on shale in the U.S., basement reservoirs throughout the world and the news out of Africa. The investment opportunities are many. More >

Crisis in the Middle East: Will the Price of Oil Skyrocket?
Source: Visual Capitalist  (7/30/14)
"When the world's highest oil producing region is in turmoil, prices are affected across the world." More >

From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report  (7/29/14)
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train. More >

Steve Palmer Buys the Summer Sleepers
Source: Peter Byrne of The Energy Report  (7/24/14)
Steve Palmer, founder of AlphaNorth Asset Management, has a "buy cheap, sell dear" investment strategy that wins, as the outperforming return on one of his investment funds demonstrates. In this interview with The Energy Report, Palmer unveils a handful of resource stocks that are slumbering through the summer doldrums, gathering strength for the Fall Revival, when undervalued stocks soar. More >

Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report  (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >

Catalyst Check: Updating the Progress of Energy Stocks on the Natural Resources Watchlist
Source: JT Long of The Energy Report  (7/17/14)
At the beginning of June, The Gold Report assembled an all-star expert team to create a Natural Resources Watchlist, a promising portfolio of mining and energy companies with upcoming catalysts such as a maiden NI 43-101, funding from a strategic partner, a permitting milestone or a feasibility study. Keith Schaefer, editor and publisher of the Oil & Gas Investments Bulletin, and Rick Rule, CEO of Sprott US Holdings Inc., proposed five energy companies with many resources at play. A lot has happened since that discussion in Vancouver. The total portfolio is up 14% as of today. Let's check in to see how the individual energy stocks are faring. More >

2014 Commodities Halftime Report
Source: Frank Holmes, U.S. Global Investors  (7/14/14)
"After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." More >

Looking for the Next Oil Boom? Follow the Tech
Source: James Stafford, Oilprice.com  (7/14/14)
"New technology has brought us full circle back to the Permian Basin in Texas and New Mexico, where the recent shift to horizontal well drilling has rendered this play the unexpected ground zero." More >

Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks?
Source: JT Long of The Energy Report  (7/10/14)
Are you brave enough to buy straw hats in winter? From uranium to oil services to lithium, savvy investors can find innovative ways to make money based on fundamental supply and demand rather than emotion and fashion. In this interview with The Energy Report, Gold Stock Trades editor Jeb Handwerger outlines the trends that will shape the future of energy commodity investing, and names some of the best examples of shabby chic stocks worth more than their current price tags. More >

The Real Winners of the Iraqi Conflict Are Here in the US
Source: Byron King, Daily Reckoning  (7/9/14)
"There’s a continental scale, geopolitical disaster occurring across MENA." More >

Energy Independence: Financial Fact or Political Fiction?
Source: JT Long of The Energy Report  (7/3/14)
It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective. More >

2 New Drilling Techniques that Will Shatter US Oil Expectations
Source: Matt Badiali, The Daily Reckoning  (6/27/14)
"US oil production is soaring. And it will continue to soar as companies find innovative ways to extract it more economically. The shale energy boom is only going to get bigger." More >

Are You Ready to Capitalize on Emerging World Growth and U.S. Oil Independence?
Source: JT Long of The Energy Report  (6/26/14)
With 400 million more people set to get on the grid in India alone, smart investors will profit from new demand for all kinds of energy. In this interview with The Energy Report, Frank Holmes and Brian Hicks of U.S. Global Investors share some of their favorite ways to build a diversified portfolio that takes advantage of opportunities large and small, domestic and international. More >

6.1 Trillion Reasons Not to Short Shale
Source: Matt Badiali, Daily Resource Hunter  (6/25/14)
"Drilling technologies have allowed us to extract oil and gas directly from the source rocks, or shale… and reversed a nearly 40-year decline in oil production." More >

What Is Chen Selling? One of His Tenbaggers. What is Chen Buying? Two Others with Tenbagger Potential
Source: Tom Armistead of The Energy Report  (6/24/14)
Chen Lin doesn't get attached to stocks, only to profits. The author of What is Chen Buying? What is Chen Selling? buys low, sells high, then tells his subscribers what he's doing and why. In this interview with The Energy Report, Lin describes a recent success and explains his high expectations for two oil and gas producers. Savvy investors: Pay attention. More >

Randall Abramson: Juniors Clean Up Behind the Elephant Hunters
Source: Tom Armistead of The Energy Report  (6/19/14)
Junior explorers and producers may be at the mercy of market forces, but an opportunistic management team can control its own destiny by capitalizing on industry opportunities. In this interview with The Energy Report, Randall Abramson, president, CEO and portfolio manager at Trapeze Asset Management Inc., tells the story of how one junior company cleaned up on an asset the majors overlooked. He also shares compelling oil and gas names from Canada to Tanzania. More >

Crude Oil Prices Soaring on New Attacks in Iraq; Here's Where They're Headed
Source: Kyle Anderson, Money Morning  (6/18/14)
"For now, oil exports and southern production are not impacted by the ISIL movement, but the fall of the Baiji refinery today does increase concerns over the growing turmoil in the country." More >