Streetwise Oil & Gas - Exploration & Production Articles
Keith Schaefer: Stick with Wet Gas, Heavy Oil Plays
Source: Brian Sylvester of The Energy Report (8/3/10)
Oil and Gas Investments Bulletin Editor and Publisher Keith Schaefer specializes in Canadian oil and gas plays. Despite the languishing gas price, he sees opportunities in some hedged Canadian gas companies and unhedged "wet-gas" producers. If you're not into gas, Keith is big on oil. In this exclusive interview with The Energy Report, Keith will tell you how radial drilling is creating opportunities in heavy oil, too.
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Porter Stansberry: "We Can't Live without Gulf Oil"
Source: Karen Roche of The Energy Report (7/15/10)
Tragic as the situation is, "everything is going to be okay" in the Gulf of Mexico, according to Stansberry & Associates Investment Research Founder Porter Stansberry. Porter, who has a reputation as an independent thinker with a penchant for "out-of-consensus" viewpoints, shares some of his contrarian opinions in this exclusive interview with The Energy Report.
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Amir Arif: Bet on Low-Cost, High-Volume Shale Plays
Source: Brian Sylvester of The Energy Report (7/8/10)
Stifel Nicholas Oil and Gas Analyst Amir Arif believes cheap nat gas prices shouldn't keep you from making cash in the gas space. It's all about companies with production growth in low-cost shale basins. "Gas doesn't have positive drivers behind it," he explains, "you want to bet on the volume without diluting the equity." Arif provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.
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Chris Pikul Favors 'Oily' Names; Cautious on Gas
Source: Brian Sylvester of The Energy Report (6/24/10)
Bullish on oil but soft on gas, Morgan Keegan Analyst Chris Pikul believes discerning investors can still "win the game" with oil and gas E&Ps. "You need to really focus on gas companies with the best-quality assets," says Chris, "with strong balance sheets." His insight shines through in this exclusive interview with The Energy Report, as he shares a few of favorites in the E&P space. . .just for you.
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Fadel Gheit: Gas Sector M&A Activity About to Ramp Up
Source: Brian Sylvester of The Energy Report (6/10/10)
When folks want the straight goods on the oil and gas sector they go to Oppenheimer's sage Managing Director Fadel Gheit. That's what we wanted, too, when we asked him to spend some time with The Energy Report. In this upfront interview, Gheit rails against government inaction on oil price speculation and predicts low gas prices will soon lead to more M&A activity. Gheit's market commentary is frank and insightful and could certainly impact your investment decisions.
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Phil Weiss: Best Advice? Integrated Oil Co's
Source: Brian Sylvester of The Energy Report (6/8/10)
The economic recovery that will drive up oil prices is still at least a year away, says Argus Research senior analyst Philip Weiss in this exclusive interview with The Energy Report. He generally favors the sector's big players, but you will have to keep reading to find out which ones make Phil's cut.
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Sven Del Pozzo: Ban BP but don't Expect Offshore Ban
Source: Brian Sylvester of The Energy Report (6/1/10)
In this candid interview with The Energy Report, Oil and Gas Analyst Sven Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking.
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Matt Badiali: A Great Resource Bull Market
Source: Karen Roche of The Energy Report (5/27/10)
S&A Resource Report Editor Matt Badiali likes big oil. While opportunities abound for service companies and enhanced oil recovery producers, Matt's happy to earn 10% in trusts during the nat gas doldrums. "In one of the greatest bull markets of all time," he tells The Energy Report in this exclusive interview, "you've got to have exposure—you absolutely must."
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Eric Nuttall: Maximizing Oil and Gas Investments
Source: Brian Sylvester and Karen Roche of The Energy Report (5/20/10)
"If you want to talk about the Gulf and the oil leak in terms of investment, I think it's creating some pretty interesting investment opportunities," says Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund. The straight-shooting Nuttall never fails to opine or shine as he explains why onshore oil plays are solid investments and talks oil and gas juniors, shales and prices in this exclusive interview with The Energy Report.
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Adam Michael: Exciting International Oil and Gas Opportunities
Source: Interviewed by Gordon Holmes, Publisher, The Energy Report (5/13/10)
Oil and Gas Analyst Adam Michael is excited—in some cases very excited—about a lot of things in his sector, including Turkish gas and Latin American oil plays. He even gets excited about long-term oil price fundamentals. Just don't ask him about the domestic oil and gas market. It's just so yesterday's cycle.
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Mark Leggett: No Substitute for Oil on the Horizon
Source: Tim McLaughlin and Karen Roche of The Energy Report (4/8/10)
In this exclusive interview with The Energy Report, BMO Capital Markets' Oil and Gas Analyst Mark Leggett says that the infrastructure isn't in place to allow natural gas to become a tangible replacement for oil any time soon. Mark is also still a big fan of oil sands projects in Canada and says that production from those projects can help meet the demand for oil in the coming years.
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John Licata: The Case for Natural Gas
Source: Tim McLaughlin and Karen Roche of The Energy Report (4/1/10)
Many analysts say that there still isn't enough demand for natural gas to make it a smart investment opportunity. John Licata, chief investment strategist at Blue Phoenix Inc., disagrees, in this exclusive interview with The Energy Report.
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Rick Rule: Energy Bull
Source: The Energy Report (3/11/10)
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . .
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Marin Katusa: Winning the Game with Zero-Risk Capital
Source: Interviewed by Gordon Holmes, The Energy Report (3/4/10)
The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.
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Frank Holmes: Emerging Markets' Growth and the Resources Boom
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/4/10)
It takes vast quantities of natural resources such as gas and oil to copper and zinc to build infrastructure to accommodate explosive growth in population, upward mobility, urbanization and industrialization in developing economies. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Energy Report interview, adapting nimbly and rationally is the key to staying in the game and names some resource companies he feels are well positioned to win.
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Victor Goncalves: Fundamental Shifts on the Horizon for Energy
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/4/10)
Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Energy Report, talks with us about what he thinks "being green" means for energy. It's more than having a smaller carbon footprint, and more about using energy efficiently. He's enthusiastic about the prospects for rare earths, saying they are going to be a "huge phenomenon."
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Matt Badiali: Using CO2 to Expand Low-Carbon Oil Production…and Other Developments
Source: The Energy Report (10/22/09)
S&A Resource Report editor Matt Badiali, in this exclusive interview with The Energy Report, shares his views about areas within the oil industry worthy of investors' attention, and talks about the promise—and problems—associated with major oil finds that have been making the news. These discoveries may postpone peak oil by a decade or two, but they will take a long time to bring to production, too.
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Lula Field Could Turn Brazil into an Oil Superpower
Source: Chron News, Brett Clanton
"Deepwater field is 'the biggest oil discovery in the Americas' in 30 years."
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Doug Casey: Glowing Prospects for Uranium
Source: Karen Roche and JT Long of The Energy Report
The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil.
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