Posted on February 26, 2015
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon.
Posted on February 5, 2015
Uranium spot prices have shown more life recently, says David Sadowski, mining equity research analyst at Raymond James, and he expects upward pressure to continue as utilities resume buying to meet future needs. In this interview, he tells The Energy Report the time is ripe to invest in uranium company stocks.
Posted on January 30, 2015
In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed.
Posted on January 15, 2015
The crash in oil prices and the continued depression in gas prices have exploration and production companies and their services providers hunkered down, cutting capital expenditures and trying to bring spending into line with income, says Wunderlich Securities Analyst Jason Wangler.
Posted on January 9, 2015
In this interview with The Energy Report, Masterson describes the significance of innovative science and new methods of prospecting to locate and liberate large amounts of energy, regardless of NIMBY politics like those playing out in New York State.
Posted on December 19, 2014
The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oil field services companies in different measures depending on their specialties, but that all are taking hits.
Posted on December 12, 2014
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice.
Posted on December 5, 2014
Many small-cap exploration and production companies have had a good run in recent years, but are now getting whacked given their strong connections to oil prices.
Posted on November 26, 2014
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report.
Posted on November 20, 2014
Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning.
Posted on November 14, 2014
Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term.
Posted on November 12, 2014
After losing half of its value, the spot price of uranium has in recent weeks risen from less than $30 per pound to $42 per pound. Roger Lemaitre, President and CEO of UEX Corp., is pleased but not surprised, as a supply shortage looms, and sanctions against Russia are spooking utilities.
Posted on October 16, 2014
Dundee Capital Markets Vice President and Senior Mining Analyst David Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.
Posted on October 2, 2014
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells.
Posted on September 18, 2014
Where will Tesla Motors get the tons of lithium it will need to make advanced batteries at its Nevada gigafactory?
Posted on September 4, 2014
Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co.
Posted on August 15, 2014
Who stands to capture the graphite market?
Posted on August 12, 2014
Shares four junior names he thinks could profit, and one truly contrarian name for those expecting the worst.
Posted on August 7, 2014
For him, the word is "oilfield services."
Posted on August 1, 2014
The key is that Africa is still largely unexplored.
Posted on July 17, 2014
The total portfolio is up 14% as of today.
Posted on June 27, 2014
India, China to require more coal for power, copper for infrastructure.
Posted on June 26, 2014
China could become main export buyer of US ethanol.
Posted on June 14, 2014
Known for his saying that "the first billion is the hardest," oil billionaire T. Boone Pickens addressed the Stansberry Society Conference in Dallas at the end of May with a plea for a national energy plan that takes advantage of the billions of barrels of oil being produced each day in the U.S. for domestic use.
Posted on May 16, 2014
Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports.
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