Streetwise Articles
US Must 'Hustle' to Reach 36B Gallons of Biofuels by 2022
Source: Daily Press, Cory Nealton (3/7/12)
"The U.S. can meet President Barack Obama's goal of producing 36B gallons of biofuels by 2022, but it better get moving."
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Should We Subsidize Natural Gas Engines?
Source: Kevin Cook, Zacks Investment Research (3/7/12)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
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From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan
Source: George S. Mack of The Energy Report (3/6/12)
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
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The LNG Shipping Sector: High Demand, High Profits
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/6/12)
"LNG has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector in the global shipping industry, as day rates are soaring for these large ocean tankers."
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Fertilizer Industry Pins Hope on Urea Price Hike
Source: Live Mint, Pallavi Pengonda (3/6/12)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce."
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Industry's Next Big Thing May Be Small Tweaks
Source: Starr Spencer, Platts (3/6/12)
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come."
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Will Oil Continue Heading Higher?
Source: Frank Holmes, U.S. Global Investors (3/6/12)
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage."
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Dollar and Oil Hold Clues About the Future
Source: J.W. Jones, Options Trading Signals (3/5/12)
"While gold has pulled back sharply, the likely move lower in the coming weeks and months will offer a strong buying opportunity for investors that are patient."
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Consensus $200 Oil (and That's a Lowball Figure)
Source: Kent Moors, Money Morning (3/5/12)
"Oil will remain constrained and subject to intense price volatility. The resulting strategy we have constructed to confront these market developments provides significant upside to investors. The further prospects, however, speak of an expanding base of new energy sources, first of all shale."
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Bankers Win, Investors Lose
Source: Hinds Howard, MLP HINDSight (3/4/12)
"The equity issued, combined with mixed earnings results and falling commodity prices, led to MLP underperformance this week, but MLPs did fine compared with energy stocks."
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Disclosing More Detail About Fracking Chemicals Might Be Wise
Source: Rodney White, Platts (3/2/12)
"Matthew Watson, senior energy policy manager for the Environmental Defense Fund, said the industry has made good progress in making information available about frack fluids. But it's not enough."
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What Powers China
Source: Frank Holmes, U.S. Global Investors (3/2/12)
"What does it take keep the world’s largest consumer of energy powered? National Geographic photographer Toby Smith spent two years deep inside of China in search of this answer, and found a country that relies on much more than coal for its energy."
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Nuclear Power Is on an Upswing: Jeb Handwerger
Source: George S. Mack of The Energy Report (3/1/12)
Despite the Fukushima setback of last March, nuclear power is not a dinosaur industry of the past, according to Jeb Handwerger, editor of Gold Stock Trades. In fact, he believes the world is reawakening to the need for nuclear power generation, which demands increasing amounts of uranium. The big-percentage returns on uranium will come from the near term U.S. domestic producers and junior exploration companies in the Athabasca Basin, and in this exclusive interview with The Energy Report, Handwerger shares his favorite names that could return huge multiples.
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The Dawn of the Natural Gas Era: Stephen Taylor
Source: Brian Sylvester of The Energy Report (3/1/12)
New oil harvesting technologies first perfected in the Bakken are opening up production around the world. Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, is excited about the prospects for several New Zealand-based efforts. He's also optimistic about the dawning of a new age for natural gas as the chemical sector steps in to prop up slumping prices in this exclusive interview with The Energy Report.
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Gas Prices Spike: Ease Pump Price Pain with Winning Stocks
Source: Patrick Vail, Money Morning (2/29/12)
"The average price for U.S. gas has climbed more than 10% in just the past two months. This suggests a trajectory that could produce a spike of $0.60/gallon or more by May."
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Hydrokinetic Power Is the Next Wave in Cheap Energy
Source: Keith Fitz-Gerald, Money Morning (2/29/12)
"In an era of cheap capital, emerging technology companies could provide investors the biggest bang for the buck. The key is finding a market that already has billions of dollars in pent up demand—like cheap energy."
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Bill Clinton: Build Keystone XL on New Route
Source: Bloomberg, Brian Wingfield and Kim Chipman (2/29/12)
"'The extra cost of running it is infinitesimal compared to the revenues' the pipeline could produce, Clinton said today at an energy conference in the Washington suburbs."
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Vote OKs Continued Potash Exploration on Sask, First Nation
Source: Leader-Post, Will Chabun (2/29/12)
"Voters on central Saskatchewan's Muskowekwan First Nation have given their OK to a historic proposal to designate lands for exploration for potash—and a possible mine."
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Cures for the Apathetic Investor
Source: Frank Holmes, U.S. Global Investors (2/29/12)
"By investing in a natural resources fund, you'll have access to energy and materials stocks that should profit from rising oil prices."
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Tap Energy Profits with Undervalued Producers: Chen Lin
Source: George S. Mack of The Energy Report (2/28/12)
The idea of finding an undervalued stock is enticing, but how can investors distinguish between an international value tap and a bottomless money trap? Private investor and newsletter writer Chen Lin combs every continent to find junior exploration and production companies whose balance sheets outshine low stock valuations. In this exclusive interview with The Energy Report, Lin shares some lesser-known names that offer major profit potential.
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NMA, Nuclear Energy Institute Challenge 1M-Acre Grand Canyon Mining Ban
Source: Dorothy Kosich, Mineweb (2/28/12)
"The National Mining Association and the National Energy Institute have sued federal agencies to try to rescind the withdrawal of lands near the Grand Canyon National Park from mining activities."
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US Refiners Scrutinize Biodiesel Producers in Wake of Bogus Credits
Source: Meghan Gordon and Nick Juliano, Platts (2/28/12)
"After getting burned buying fake renewable fuel credits, U.S. refiners have increased their scrutiny of biodiesel producers by visiting plants, examining feedstocks and sticking to larger, established players."
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The Strategic Petroleum Reserve Becomes a Political Football (Yet Again)
Source: Kent Moors, Money Morning (2/27/12)
"At some point, the rise in prices will depress demand. But there is also nothing to prevent this from recurring, in more volatile and frequent cycles. In attempting to offset the effect of oil prices on an economic recovery, the question of whether to tap the SPR may soon be the least of our worries."
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Oil Prices and Oil Company Profits
Source: Dirk van Dijk, Zacks Investment Research (2/27/12)
"With oil prices rising, we might expect a surge of upward earnings estimates for oil companies, but so far that is not the case. Are analysts implicitly suggesting that oil prices are going to fall back down?"
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Do Rising Uranium Mining Stocks Forecast a Supply Shortfall?
Source: Jeb Handwerger, Gold Stock Trades (2/27/12)
"Despite the phoenix-like rise, uranium investors should not rush to take their nuclear chips off the table—this is just the beginning."
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