Recent Articles

Macquarie's Brian Bagnell: Forget peak oil; worry about peak demand

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.

Raymond James analyst's four top picks for the coming uranium upswing

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.

Michael Waring has seen the energy downturn movie before, and he's not worried

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.

Jason Wangler throws a lifeline to oil and gas investors

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.

Revolutionary oil prospector Richard Masterson shares fracking investment opportunities Gov. Cuomo can't touch

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.

Turbulent times call for insulated investments: Steven Salz

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.

Chen Lin: low oil prices fuel bonanza increases in Ethanol Stocks

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.

Micro-Cap E&Ps with less risky businesses: Casimir's Philip Juskowicz

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.

Smart oil is cheap oil: Rudolf Hokanson

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.

Marin Katusa: winter is coming—how investors can win in the 'Colder War'

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.

Angelos Damaskos: five juniors that insulate investors from today's low oil prices

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.

UEX's Lemaitre talks blue chip junior strategy: exploration excellence

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.

Three ways to play uranium: Dundee's David Talbot names his top draft picks

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.

Oil and gas investor editor Leslie Haines: we will never stop importing oil, but we may start exporting

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.

Looking for lithium mega-deals with Thibaut Lepouttre

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?

Oil field services surprise: Brandon Dobell on the upstart that could compete with the big three

Posted on September 4, 2014

Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co.

America's first oil sands producer and other natural resources surprises: Peter Epstein

Posted on August 15, 2014

Who stands to capture the graphite market?

Where is Casey's Marin Katusa stashing his money when Europe heats up?

Posted on August 12, 2014

Shares four junior names he thinks could profit, and one truly contrarian name for those expecting the worst.

Looking for the next big thing? Jason Sawatzky has a suggestion

Posted on August 7, 2014

For him, the word is "oilfield services."

Africa: New land of opportunity? Ashley Kelty points to the positives

Posted on August 1, 2014

The key is that Africa is still largely unexplored.

Catalyst check: Updating the progress of energy stocks on the Natural Resources Watchlist

Posted on July 17, 2014

The total portfolio is up 14% as of today.

Are you ready to capitalize on emerging world growth and US oil independence?

Posted on June 27, 2014

India, China to require more coal for power, copper for infrastructure.

Chen bullish on ethanol, oil producers, bearish on refiners

Posted on June 26, 2014

China could become main export buyer of US ethanol.

The next billion (barrels of oil): T. Boone Pickens calls for energy plan at Stansberry Society Event

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.

Fadel Gheit: lift oil export ban, free domestic profits and defeat Russia

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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