Profit with Undiscovered Oil and Gas Plays: Josh Young
Source: Zig Lambo of The Energy Report  (3/15/12)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value. More >

Rising Fuel Costs and the Next Revolution
Source: Clif Droke, Gold Strategies Review  (3/14/12)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy." More >

The Challenge of US Energy Self-Sufficiency
Source: Kent Moors, Money Morning  (3/14/12)
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources." More >

The Story Behind US Gas Price Pain
Source: Marin Katusa, Casey Research  (3/13/12)
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?" More >

How To Invest in LNG Shipping
Source: Keith Schaefer, Oil and Gas Investment Bulletin  (3/11/12)
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?" More >

Platform Hopping in the North Sea
Source: Kent Moors, Oil & Energy Investor  (3/8/12)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential." More >

What Someone Needs to Ask the Presidential Candidates
Source: James Baldwin, Money Morning  (3/7/12)
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?" More >

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." More >

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. More >

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." More >

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." More >

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." More >

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." More >

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." More >

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." More >

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. More >

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." More >

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." More >

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." More >

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. More >

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." More >

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?" More >

Japan in a Quandary as Iran Tensions Expose Energy Vulnerability
Source: Takeo Kumagai, Platts  (2/27/12)
"Japan faces a dilemma. It has to balance its changed energy needs in the aftermath of the Fukushima disaster with the more urgent matter of cutting its imports of Iranian crude oil to avoid being shut out of the U.S. financial system." More >

Long Term, North American Gas Stocks Might Be Worth It
Source: Bill Holland, Platts  (2/27/12)
"The recent crop of earnings reports from exploration and production companies indicate long-term promise for the sector." More >

The Who, What and Where of Energy Investing: James West
Source: Brian Sylvester of The Energy Report  (2/23/12)
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report. More >