Streetwise Articles
Sector Snap: Energy
Source: Bloomberg Businessweek (8/15/11)
"Oil jumped to the highest level in more than a week."
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Security Industry: Bright Light for Fuel Cell Market
Source: UPI (8/15/11)
"The military fuel cell market is expected to grow to a $1.2B industry segment by 2017."
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Gov't Panel: Fracking Chemicals Should Be Revealed
Source: Associated Press (8/15/11)
"There's little risk that the chemicals injected thousands of feet underground will ever reach shallow drinking water aquifers."
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Jason Wangler: Williston Basin Stocks are Hot
Source: Zig Lambo of The Energy Report (8/11/11)
The Williston Basin is a hot area of exploration and production that oil and gas analyst Jason Wangler follows from his SunTrust Robinson Humphrey office in Houston. In this exclusive interview with The Energy Report, he shares his thoughts on the near-term prospects for oil and gas demand and prices, and tells us about several attractively priced names with good upside potential from current levels.
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Richard Kelertas: Potash Demand High Through 2013
Source: JT Long of The Energy Report (8/11/11)
Fed by rising food prices and increased fertilizer demand, potash juniors and producers could ride high for the next two-and-a-half years, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he separates the promising prospects from the companies that may not be able to get up to speed before global demand is satisfied.
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Canadian Natural Gas Stocks: Intriguing Plays in a Divided Market
Source: Keith Schaefer, Oil & Gas Investments Bulletin (8/11/11)
"August is one of the best months to buy natural gas stocks; Canadian juniors and intermediates are making good cash flow."
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MLPs: The Place to Be in a Vicious Market
Source: MSN Money, Jim Cramer (8/11/11)
"A portfolio of master limited partnerships that yields roughly 6% is there for the asking."
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Oil Rises on Encouraging U.S. Jobs Report
Source: Associated Press (8/11/11)
"Oil prices rose after positive news about the jobs market."
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A Must-Read Report on Shale Gas
Source: Council on Foreign Relations, Michael Levi (8/11/11)
"Natural Gas Subcommittee notes that opponents' arguments often lack supporting data, do not directly relate to shale drilling 'per se.'"
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Turkey Insists on Nuclear Energy
Source: Hurriyet Daily News (8/10/11)
"The Akkuyu nuclear power plant on Turkey's Mediterranean coast is expected to fuel the nation's economic growth."
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U.S. Reviews Alaska's Oil and Gas Reserves
Source: UPI (8/10/11)
"The U.S. must consider a wise approach to tapping into the vast oil and natural gas resources in Alaska, the U.S. interior secretary said."
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Agricultural Equities Poised to Pop
Source: Seeking Alpha, David Alton Clark (8/10/11)
"With depressed yields of major agricultural crops leading to tight inventory levels, the soft commodities bull case remains intact."
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Green Energy Costs Will Drop: Mcguinty
Source: Toronto Sun, Jonathan Jenkins (8/10/11)
"McGuinty unveiled an $80M fund to boost the number of electric car recharging stations."
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Meet LNG Opportunities in Australia
Source: Energy Tribune, Vicki Ben Snow (8/10/11)
"Australia is the fourth-largest LNG producer in the world, making up 9% of the global LNG output shipped to Asia."
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Clean Energy Companies Seek Australian Grants
Source: Bloomberg, James Paton (8/10/11)
"Australia aims to generate 20% of its power from renewables by 2020. At least a third of the grant money will go to geothermal companies."
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MLPs Provide Income During Volatility
Source: Seeking Alpha, Zvi Bar (8/10/11)
"MLPs combine the tax structure of limited partnerships with the liquidity of publicly traded securities, and are not sensitive to price fluctuations except where they affect demand."
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Technology to Harness Solar Energy After Sunset
Source: Siliconrepublic, Carmen Doyle (8/10/11)
"SolarPLUS technology will reduce the cost of renewable power for utilities' customers by increasing a plant's capacity factor."
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John Mcllveen: Renewable Energy Shares Could Bounce Off 52-week Lows
Source: George Mack of The Energy Report (8/9/11)
Renewable energy stocks have not been the darlings of Wall Street, but that's just the angle Senior Vice President for Research John McIlveen of Jacob Securities is playing for his institutional investor clientele. He sees renewables as the classic unloved value sector that could pay off big for investors over the next decade. In this exclusive interview with The Energy Report, John shares his best ideas, including some that could offer surprise upside given the right set of deals, power purchasing agreements and joint ventures.
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Oil Prices Slump on Demand Fears
Source: AFP (8/9/11)
"World oil prices hit multi-month lows as traders eyed the prospect of slowing energy demand."
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Obama Backs More Alaska Oil Drilling
Source: Anchorage Daily News, Sean Cockerham (8/9/11)
"President says, 'Let's take a look at what's up there and see what we can develop,' but any Arctic oil development must be done carefully."
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Korea to Spend 70 Billion Won to Develop Electric Car
Source: Bloomberg, Seonjin Cha (8/9/11)
"A group led by Hyundai Motor Co. will lead the project."
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Flooding Danger to Oil, Gas Pipelines?
Source: UPI (8/8/11)
"Officials are warning pipeline operations along the Missouri River of scouring danger."
Wind Energy Advancing Across Iowa
Source: The Messenger, Lindsay Mutchler (8/8/11)
"The American Wind Energy Association announced Aug. 4 that Iowa generated 20% of its electricity from wind."
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Obama May Seek to Reduce Truck Emissions 20%
Source: Bloomberg, Jeff Plungis (8/8/11)
"The efficiency goals should help trucks improve fuel use to 7 or 7 1/2 miles per gallon by 2018."
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Schools of Fish Help Squeeze More Power from Wind Farms
Source: BBC, Hamish Pritchard (8/8/11)
"A new wind farm design mimics a school of fish to exploit wind turbulence."
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