Streetwise Oil & Gas - Exploration & Production Articles
Oil Price Forecast: Expect Oil Prices to End the Year Higher
Source: Larry Spears, Money Morning (5/30/12)
"Forecasts for oil prices in the second half of 2012 and on into 2013 are varied, but there's one point on which virtually all agree: Oil prices won't be going down."
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Canadian Oil Explorers Pump Profits Abroad: Frederick Kozak
Source: Zig Lambo of The Energy Report (5/29/12)
Smaller Canadian-based companies are exploring and producing in countries all over the globe, in areas that may present even greater returns in the coming years. Frederick Kozak, oil and gas research analyst at Canaccord Genuity, draws on nearly 30 years of experience in the field to focus on investment opportunities in locations ranging from New Zealand to Colombia and Egypt. In this exclusive interview with The Energy Report, he discusses hospitable jurisdictions (it's not what you think) and which companies are flourishing in them.
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What This Global "Texas Standoff" Means for Oil Price
Source: Kent Moors, Oil & Energy Investor (5/25/12)
"The rising tension between Tehran, on the one hand, and Washington and Brussels, on the other, is still the single most serious geopolitical element impacting the global oil market today."
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Is Natural Gas a Deflation Catalyst?
Source: Jared Levy, Zacks Investment Research (5/25/12)
"While a conversion to natural gas has been difficult in the past, we may have the perfect storm of price, technology and politics to propel this initiative to wide adoption."
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Investing in the Eagle Ford Shale Oil Play
Source: Keith Schaefer, Oil & Gas Investments Bulletin (5/25/12)
"Eagle Ford production will continue to rise—production is forecast to jump to 1.2 Mboe/d in 2015—with a surge in drilling permits."
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Oil Drops on Iran's Agreement to Allow Nuclear Inspectors
Source: Bloomberg, Moming Zhou (5/22/12)
"Crude slipped as agreed to let Western nuclear inspectors into the country, easing concern that the conflict over its atomic energy program would disrupt Mideast supplies."
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Here Come the Aussies
Source: Kent Moors, Oil & Energy Investor (5/22/12)
"Don't look now, but the order is about to see a new global leader: Australia! Projections now put the country on schedule to displace Qatar as the world's major LNG exporter."
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Time to Buy Oil and Gas Services ETFs?
Source: Zacks ETF Research (5/21/12)
"The influx of hydraulic fracturing created a shale gas production boom in the U.S., and new drilling technologies are playing the key roles in the growth of oil and gas equipment companies."
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China's Domestic Natural Gas Production Throttles Back
Source: Yen Ling Song, Platts (5/21/12)
"A combination of less domestic demand and rising imports means that China is cutting back on its own production of natural gas. But there's more to the relationships that lead to this reduction."
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Two Culprits in the Oil Demand-Pricing Disconnect
Source: Kent Moors, Oil & Energy Investor (5/18/12)
"As we wait for a 'floor' in the price of oil, the pundits continue to talk about declining oil demand in the U.S. and Europe. But the figures are beginning to tell us something very different—at least on one side of the pond."
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Water Key to Fracking
Source: Nick Hodge, Wealth Daily (5/17/12)
"Just as with the gold rush, it's going to be the providers of picks and shovels who grow richest, not the prospectors. Clean water is the picks and shovels for the fracking industry."
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'Waterless' Fracking: Using LPG for Greater Oil & Gas Recovery
Source: Keith Schaefer, Oil & Gas Investments Bulletin (5/17/12)
"GasFrac is unique in the global fracking industry in that it uses no water, and there is now a growing database that shows its Liquid Propane Gas technology dramatically improves overall oil and gas well recovery."
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British Columbia Adopts Regulation Promoting Use of Natural Gas Vehicles
Source: Rodney White, Platts (5/16/12)
"The Greenhouse Gas Reduction Regulation permits a utility to spend up to CA$62M on vehicle and ferry incentives, up to CA$12M on compressed natural gas fueling stations and up to CA$30.5M on liquefied natural gas stations, for a total CA$104.5M, the ministry said in a statement."
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What Lies Ahead for Junior E&Ps: Bruce Edgelow
Source: The Energy Report Editors (5/15/12)
The landscape of the junior oil and gas industry has changed significantly over the last five years. What will the playing field look like five years from now? These are the questions that ATB Financial's Bruce Edgelow will discuss at his upcoming SEPAC Oil & Gas Investor Showcase keynote address, but in this exclusive interview with The Energy Report, Edgelow gives us a sneak preview. Read on as Edgelow examines which industry trends are likely to continue, and what it will take for juniors to attract investment capital in an increasingly competitive market. The only constant investors can expect, Edgelow argues, is change.
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Oil-Rich Canada Looks to China for Growth
Source: The Wall Street Journal, Chip Cummins and Alistair Macdonald (5/15/12)
"Chinese investors have beat out U.S. investors in Canada's oil patch every year since 2009, pumping $12.8B into companies and projects since then. British Columbia and the federal government have embarked on a massive push, spending billions of dollars, to retool the country's infrastructure to facilitate more trade with Asia"
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How You Can Profit From the Market's Next Big Collapse
Source: Marin Katusa, Casey Research (5/14/12)
"If you thought the bloodbath was over, think again. Despite falling 50% over the past year, many natural gas stocks are about to enter another major decline. You can use this coming slump to make huge capital gains over the next 12 months."
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The Relationship Between Oil and Stocks—and How to Trade It
Source: Cory Mitchell, Oil and Gas Investments Bulletin (5/13/12)
"Commodities and stocks have been moving closely together since the 2008 financial crash. But this relationship is starting to hit the rocks, with stocks moving higher and commodities moving lower. In this nervous market, you might assume that stocks will begin to drop with commodities, but I propose a different likelihood."
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Nanotech Breakthrough Delivers 'Cleaner' Oil
Source: Michael Robinson, Money Morning (5/12/12)
"Researchers recently invented tiny sponges that can soak up huge amounts of oil. I predict that, in as little as a decade, these 'nanosponges' will help the U.S. become more energy independent."
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Casey Research Summit Special Report Part II: Drilling Down into Oil & Gas Prices
Source: Karen Roche and JT Long of The Energy Report (5/10/12)
The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities.
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Why Anti-Fracking Groups Are Shifting Their Story from Water to Air Quality
Source: Colin Harris, Energy InDepth (5/9/12)
"The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue."
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Natural Gas from the Black Sea: A Cause for Optimism
Source: John Roberts, Platts (5/8/12)
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year."
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Derivative Manipulation Hits the Oil Market
Source: Kent Moors, Oil & Energy Investor (5/7/12)
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price."
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Rick Rule: Gold Will Do Well as Fiat Currencies Are Debased
Source: Peter Krauth, Money Morning (5/7/12)
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it."
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Apple Is a Want—Global Resources Are Needs
Source: Frank Holmes, U.S. Global Investors (5/4/12)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet."
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China Buys Gold. . .No Matter Who's Selling
Source: Eric Fry, The Daily Reckoning (5/4/12)
"Someone is selling in size; someone is buying in size. That's what makes markets, as the saying goes. The seller in this case is very large and very sloppy, perhaps intentionally so. The buyer is also very large, but very patient and methodical. Trapped between these two powerful opposing market participants we find a 'range-bound' gold market."
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