Streetwise Articles
Potash Supply Glut Delays New Vale Project
Source: Dorothy Kosich, Mineweb (8/17/12)
"However, Saskatchewan Minister of the Economy Bill Boyd says he still sees 'significant ramping up of spending between the existing players and new entrants.'"
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Who's Afraid of Middle East Oil? Not David Popowich
Source: The Energy Report Staff (8/16/12)
Some companies will go wherever the oil is—even if that means venturing into war-torn areas. Junior explorers ahead of the game can generate major shareholder value for investors who don't place a circle-slash over the entire Middle East. If you're ready to enter the fray, Macquarie Capital Markets Analyst David Popowich can help you plan your attack. Get his debriefing on Egypt, Kurdistan and which junior explorers to watch for in this exclusive interview with The Energy Report.
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IAEA Sees Strong Interest in Nuclear Power Despite Fukushima
Source: Reuters, Fredrik Dahl (8/16/12)
"Almost 30 countries are considering or planning to introduce nuclear energy as interest remains strong despite last year's Fukushima accident, the United Nations' atomic agency said."
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Smartgrid Stocks to Power Your Portfolio
Source: G.S. Early, Money Morning (8/16/12)
"High-temperature superconducting wire is to traditional powerline as fiber optic cable is to telephone wire. The capacity is so great you could literally back up a small city on one buried cable."
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Obstacles Hit Canada-China Energy Investment
Source: Reuters, David Junggren (8/16/12)
"Unclear investment rules are hampering trade between Canada and China, a study by officials from both countries said."
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You Say You Want a Revolution, Shale Gas? Here Are Some Things to Do
Source: Bill Holland, Platts (8/16/12)
"From Reagan to Twitter, the industry needs to use a variety of campaign tools if it wants to win over the broad swath of Americans caught in the middle of the hydraulic fracturing debate, speakers said this week at an industry event in Denver."
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Romney and Coal or Obama and Wind?
Source: Reuters, Steve Holland and Jeff Mason (8/15/12)
"Republican Mitt Romney vowed to step up coal production while President Barack Obama mocked him for opposing a windmill tax credit, in a rare debate over energy policy on the campaign trail."
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New Regulations Could Make Biodiesel Juniors More Competitive
Source: Meghan Gordon, Platts (8/15/12)
"The U.S. Environmental Protection Agency expects to propose a regulatory fix aimed at restoring the market for renewable fuel credits after three fraud cases shut out all but the largest biodiesel producers."
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Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot
Source: Zig Lambo of The Energy Report (8/14/12)
David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish.
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Waterfloods: The Next Big Profit Phase of the Shale Oil Revolution
Source: Keith Schaefer, Oil and Gas Investments Bulletin (8/14/12)
"Producers are using 'waterfloods'—pushing water into underground formations to flush a large amount of oil out to nearby producing wells—to increase production and profits. It's the next big money-making phase of the Shale Revolution."
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Pension Funds Harness Wind Power to Drive Returns
Source: Reuters, John Acher (8/14/12)
"Pension funds hunting for higher returns are buying direct equity stakes in wind power projects that are being shunned as too risky by banks and other investors."
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A Company's First Profit Can Mean Big Gains for Investors
Source: Kevin Matras, Zachs Investment Research (8/14/12)
"Those are the stocks that will likely see the best new demand from new investors: people who are now, all of a sudden, willing to take notice of the stock."
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Why the Gasoline ETF Is a Top Performer
Source: Eric Dutram, Zachs Investment Research (8/14/12)
"A marginally better economic outlook and some Middle East tensions have once again pushed energy prices higher."
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Why Energy Beats Water
Source: Investors Chronicle, John Ficenec (8/13/12)
"Dull, boring utility shares have in aggregate doubled over the past decade while racier sectors have crashed and burned. The sector is also enjoying a 'Goldilocks' macroeconomic scenario. Steady inflation is supporting price increases, while record low interest rates are easing the cost of servicing debt."
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Nuclear's Worldwide Expansion
Source: Brianna Panzica, Energy & Capital (8/13/12)
"Nuclear power is cheaper than conventional power. And it has zero emissions."
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One Month In, Iran Oil Sanctions Start to Bite
Source: Margaret McQuaile, Platts (8/13/12)
"Crucial protection and indemnity insurance, much of which is provided by E.U.-based insurers, is no longer available for ships carrying Iranian oil. This has made shipowners reluctant to send vessels to Iran."
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The Global Oil Export Balance Is Changing
Source: Kent Moors, Oil & Energy Investor (8/13/12)
"Traditional raw material providers are moving to supply international markets with value-added processed products. Russia, Saudi Arabia and Kuwait are making major refinery upgrades and expansions."
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U.S. Wind Power Hits 50GW
Source: Swagato Chakravorty, Energy & Capital (8/13/12)
"Just this year alone, the nation has had 2,800 megawatts and 1,400 wind turbines installed countrywide, chiefly across Nevada, Idaho, Iowa, Hawaii, Oklahoma and California."
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It's Time to Invest in Argentina's Oil and Gas Plays: Bill Newman
Source: Padma Nagappan of The Energy Report (8/9/12)
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
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The Race for Resources
Source: Frank Holmes, U.S. Global Investors (8/9/12)
"Investing in global markets requires Olympic stamina, especially at times like this, when the month’s reading on the manufacturing industry was not encouraging."
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Natural Gas: North America's Energy Future, or Just Hot Air?
Source: Visual Capitalist (8/8/12)
"New gas technologies and discoveries have changed the complexion of energy in the U.S. and Canada. But how does it fit into the energy equation for the future?"
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Natural Gas to Provide Bulk of New Capacity
Source: Mavis Scanlon, Energy Prospects West (8/8/12)
"North America could see 112 GW of new renewable-energy capacity by 2037, but the continent could see more than three times as much new capacity from natural gas-fueled generation over the same period."
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Britain Gives Nuclear Power a Second Chance
Source: New York Times, Stanley Reed (8/8/12)
"In a turnabout from the late 20th century, the British government is courting the nuclear industry. It wants low-carbon power to aid its goal of reducing greenhouse gas emissions 80% from 1990 levels by 2050."
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A Specialty Metals Primer: Mickey Fulp
Source: Sally Lowder of The Critical Metals Report (8/7/12)
You'll never hear Mickey Fulp talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, Fulp, who is one of the foremost experts in the space today, believes obscure definitions are confusing investors. In this exclusive interview with The Critical Metals Report, Fulp clears up the confusion and talks about some in-demand elements many investors may have never even heard of.
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These Oil and Gas Technologies Lower Costs, Boost Upside: James West
Source: Zig Lambo of The Energy Report (8/7/12)
There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.
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