The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
Source: James Baldwin, Money Morning  (4/11/12)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead." More >

Sell in May and Go Away?
Source: Keith Schaefer, Oil & Gas Investments  (4/11/12)
"Market action in 2012 is saying strongly that would be the wrong track for investors." More >

Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana
Source: Zig Lambo of The Energy Report  (4/10/12)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment. More >

Why You Should Invest In Natural Gas
Source: Jared Cummans, ETF Daily News  (4/9/12)
"Companies and funds that focus on natural gas producers and extractors stand to gain a fair amount of ground in coming years as pipelines and productions skyrocket." More >

What Lies Ahead: A Perfect European Storm
Source: Kent Moors, Oil & Energy Investor  (4/6/12)
"The energy component of Europe's economic picture is punctuated by one overarching fact: Oil and natural gas, the two dominant energy flows, must be secured from somewhere else." More >

Oil Distribution Hiccups Will Be Resolved: Alistair Toward
Source: Zig Lambo of The Energy Report  (4/5/12)
North America's oil and gas landscape is a crisscrossed map of distribution bottlenecks and price discrepancies. Nonetheless, opportunities abound for investors who know where to look, says PI Financial Analyst Alistair Toward, who expects a probable buildout in oil and gas "plumbing" to resolve North America's current distribution woes. In this exclusive interview with The Energy Report, Toward discusses companies that are benefiting from low natural gas prices, naming several light and heavy oil producers on his radar. Even in troubled markets, he argues, investors should not stop searching for the Next Big Thing. More >

E&P MLP Acquisition Boom Continues
Source: Hinds Howard, MLP HINDSight  (4/5/12)
"I expect MLP M&A activity to continue to be high, as well-capitalized explorers and producers will have the ability to pick up properties." More >

Big Picture, Small Cap Investing: Jim Letourneau
Source: Zig Lambo of The Energy Report  (4/3/12)
Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks. More >

Why Saudi Arabia Is Trying to Talk Down Oil Prices
Source: The Daily Reckoning, Dan Denning  (4/3/12)
"The sooner energy consumers realize that the oil reserves are a scarce and depleting resource being carefully managed by producers like Saudi Arabia, the sooner energy consumers will look for different sources of energy. The Saudis don't want oil users looking for other suppliers." More >

Avoid These Energy Sector Investment Traps
Source: Marin Katusa, Casey Research  (4/2/12)
"Successful investing is based on comparing good information about hundreds of companies and selecting those that stand out. But comparisons only work when each candidate can be examined across a standard set of parameters." More >

Profit from the High-Liquid Montney Play
Source: Resource Clips, Joel Chury  (3/30/12)
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players." More >

Nat Gas Inventory in Record Territory
Source: Zacks Equity Research  (3/30/12)
"Gas stocks, currently some 59% above the benchmark five-year average levels, are at their highest point for this time of the year, reflecting low demand amid robust onshore output." More >

Oil and Gas: A Tale of Two Prices
Source: Kent Moors, Money Morning   (3/30/12)
"How can the price of oil be declining, yet the price of gasoline remain so high?" More >

The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence
Source: Jason Simpkins, Money Morning  (3/29/12)
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel." More >

Crude Supply and Retail Price Not Related: AP
Source: John Kingston, Platts  (3/27/12)
"The conclusion of the AP article is very clear: U.S. production of oil has no impact on the price of retail gasoline in the U.S." More >

How Utilities Are Boosting Natural Gas Prospects
Source: Kent Moors, Money Morning  (3/26/12)
"Low current prices are allowing electricity managers to plan multiyear cost projections. That, in turn, is propelling the intensified replacement of aging capacity with new gas-fueled plants." More >

Oil ETFs with a Twist
Source: ETF Daily News, Daniela Pylypczak  (3/26/12)
"There are a number of other lesser known options that deliver unique ways to bet on energy prices." More >

Poll: Americans Support Hydraulic Fracturing by More than 2-1 Margin
Source: JD Krohn, Energy In Depth  (3/25/12)
"Nationwide, Americans strongly support more energy development and believe consumers will ultimately benefit." More >

Why the US Desperately Needs an East–West Oil Pipeline
Source: Keith Schaefer, Oil & Gas Investments Bulletin  (3/21/12)
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down." More >

The Bullish Case for Large-Cap Oil Stocks: Fadel Gheit
Source: George Mack of The Energy Report  (3/20/12)
With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth. More >

Perils and Profits in Offshore Drilling
Source: Michel Massaad, Oil & Gas Investments Bulletin  (3/20/12)
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved." More >

The German Renewable Revolution
Source: Kent Moors, Money Morning  (3/19/12)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power." More >

Oil Bull Market Is No Place For MLP ETF Investors
Source: Eric Dutram, Zacks Investment Research  (3/19/12)
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity." More >

PetroDollars: The EU and Canada Making Peace over Oil Sands
Source: Gary Park, Platts   (3/19/12)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe." More >

Gold, Silver, Oil and the Fear Index Trends
Source: Chris Vermeulen, The Gold and Oil Guy  (3/18/12)
"Gold will look bullish around $1,600/oz, gold miners (GDX) around $48/share, and silver around $30/oz, but we need to see one more wave of strong distribution selling for that to take place." More >