Streetwise Oil & Gas - Exploration & Production Articles
Four Things Suppressing Crude Oil Prices Today
Source: Kent Moors, Money Morning (7/9/12)
"Oil prices are caught between the normal dynamics of geopolitical concerns, which push prices north, and continuing concerns over a global economic slowdown, which results in lowering expectations."
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Three ETFs for the Unconventional Oil Revolution
Source: Eric Dutram, Zacks Investment Research (7/6/12)
"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space."
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Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol
Source: Brian Sylvester of The Energy Report (7/5/12)
Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview.
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A Price Shock for Canadian Natural Gas?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/5/12)
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"
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Which Course Will North American Natural Gas Producers Choose?
Source: Marin Katusa, Casey Research (7/5/12)
"Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?"
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Falling Oil Prices Offer Great Stock Buying Opportunities: Byron King
Source: Zig Lambo of The Energy Report (7/3/12)
The "experts" had been talking about oil prices going to $130 per barrel. Now there's talk of $50–60 per barrel oil. Either end of that spectrum is not sustainable in the long run, says Byron King. In this exclusive interview with The Energy Report, he explains why he believes prices will settle in the $80–100 range. In the meantime, the recent pullback offers some interesting buying opportunities for investors ready to pounce when the market finds a bottom, as well as some names investors can nibble on right now.
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Buy American with These Three Commodity ETFs
Source: Eric Dutram, Zacks Investment Research (7/3/12)
"Agricultural products are feeding biofuel demand, while natural gas exports could drastically reshape energy markets."
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Twitter: Ten Natural Gas Traders Worth Following
Source: Michael Johnston, ETF Daily News (7/3/12)
"Investors must stay on top of developing news and breaking trends in this volatile industry. One of the best ways to stay in the know is to utilize Twitter."
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US Could Be Independent of Middle East Oil by 2035
Source: MarketWatch, Steve Gelsi (6/29/12)
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."
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Shale Oil Stocks Are Poised to Earn Investors Big Profits
Source: Don Miller, Money Morning (6/29/12)
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."
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How a Crude Oil Prices Slump Could Bury these Countries
Source: Jonathan Yates, Money Morning (6/27/12)
"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else."
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What the Price of Gas Tells Us
Source: Frank Holmes, U.S. Global Investors (6/27/12)
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."
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Natural Gas Gold Rush: Is Your State Next?
Source: USA Today, Dan Vergano (6/27/12)
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."
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Look for High-Growth Oil and Gas Juniors: Josh Young
Source: Alec Gimurtu of The Energy Report (6/26/12)
Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.
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Oil, Gas Producers Look to Expand Arctic Exploration
Source: The Wall Street Journal, Kjetil Malkenes Hovland and Anna Molin (6/26/12)
"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas."
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How You Can Profit from Fluctuating Oil Prices
Source: MoneyShow (6/26/12)
"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom."
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Is An Oil Shock Coming This Summer?
Source: Seeking Alpha, John Overstreet (6/26/12)
"Typically, when the gold/oil ratio starts somewhere in the single digits and then breaks above 14:28 within a relatively brief time frame, one should be on the lookout for an oil shock twelve months after the gold/oil ratio peaks."
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Liquefied Natural Gas Race Getting Thinner
Source: Calgary Herald, Dina O'Meara (6/25/12)
"The United States has regulations limiting how much of its natural resources can be exported and to where."
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US Energy Use to Slow, Get Cleaner
Source: Associated Press (6/25/12)
"The energy landscape in the U.S. has shifted dramatically in recent years. Domestic oil and gas production has increased, while efficiency programs have led to lower consumption."
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Calling the Rise in Natural Gas
Source: Keith Schaefer, Oil & Gas Investments Bulletin (6/25/12)
"Once natural gas gets to $3, the power companies start to turn back to coal. But gas really needs to go to $4 before these stocks start to make money."
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UN: Sierra Club Wrong About Natural Gas
Source: Dana Bohan, Energy InDepth (6/25/12)
"According to Kandeh Yumkella, an energy program director at the United Nations, natural gas will play a key role in preserving the global environment and improving the lives of the world's poor."
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Self-Fulfilling Prophecies and Their Impact on the Market
Source: Kent Moors, Oil & Energy Investor (6/22/12)
"The short players have been successful in depressing the price of oil and making money in the process. These same folks will be attempting to make money by jerking the price upwards once the floor hits."
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Oil Price Differentials: Caught Between the Sands and the Pipelines
Source: Marin Katusa, Casey Research (6/20/12)
"A range of oil qualities and a raft of infrastructure issues are creating record price differentials. And with no solution in sight, we think those differentials are here to stay."
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Here's What Happened to My Call for $150 Oil
Source: Kent Moors, Oil & Energy Investor (6/20/12)
"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next."
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Natural Gas Fracking Begets a Clean-Up Industry
Source: CNBC, Mitsuru Obe (6/20/12)
"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint."
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