Category: Oil Companies
The analysis published under this category are as follows.
Saturday, May 12, 2012
Which Stocks Will Lose the Most in the Coming Energy Bloodbath / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: Yesterday, I made a prediction that should scare a lot of investors.
I predicted a massive loss in market valuation for some of North America's largest energy producers. You might own some of these names yourself.
Read full article... Read full article...
Monday, April 23, 2012
Ride the Boom With These 5 Bakken Oil Shale Stocks / Companies / Oil Companies
By: Money_Morning
David Zeiler writes:
The Bakken oil shale boom is the opportunity of a lifetime.
With activity ramping up rapidly - production has soared from 100,000 barrels a day in 2005 to 494,000 barrels a day in February - the Bakken oil shale boom could turn out to be just as big, if not bigger than the California gold rush 1849.
Read full article... Read full article...
Wednesday, April 18, 2012
Domestic Crude Oil Production Is Bullish for Americans / Commodities / Oil Companies
By: The_Energy_Report
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere.
The Energy Report: Oil and gas controversies are all over the news these days. Evan, what is your take on the space?
Read full article... Read full article...
Tuesday, April 17, 2012
Big Opportunity in Big Oil: Total (NYSE: TOT) / Commodities / Oil Companies
By: Elliot_H_Gue
On March 25, France-based Total announced that it had detected a natural gas leak at its Elgin Platform in the UK portion of the North Sea, about 240 kilometers (150 miles) from the Scottish coast near Aberdeen. The company shut in the wells surrounding the platform and evacuated all personnel safely with no reported injuries. Total also set up a 2-mile safety perimeter around the field to protect passing boat traffic from danger.Read full article... Read full article...
Friday, April 13, 2012
Don't Believe Every Energy Dividend Story You Hear / Companies / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Research writes: My most recent trip to Calgary gave me a welcome chance to catch up with friends and colleagues in Cow Town's oil and gas sector. I found out about new projects, investigated companies of interest, and came away with an improved feel for the current state of affairs – what's hot, what's not, and why.
Tuesday, March 13, 2012
Goldman Sachs Bullish on Oil and Gas Pipeline Companies / Companies / Oil Companies
By: Money_Morning
James Baldwin writes:
Nothing like having Goldman Sachs (NYSE: GS) confirm what we've already been saying for a year.
But last week, Goldman Sachs reminded us that they are bullish on the oil and gas pipeline sector by upgrading a number of portfolio stocks that have been prominent features of our portfolios and discussion on the sector.
Read full article... Read full article...
Monday, March 12, 2012
The Best Way Investors Can Turn High Gas Prices into High Octane Profits / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes:
Average gas prices currently are about $3.75 according to AAA's Daily Fuel Gauge Report.
That's higher than the average for all of 2011, which was the priciest year ever for gasoline. And what's worse is they're only going higher from here.
Read full article... Read full article...
Friday, March 09, 2012
Crude Oil Stocks Room to Run / Commodities / Oil Companies
By: Zeal_LLC
With Iran waxing belligerent again, oil has been making headlines lately. Stock speculators and investors are anxiously watching its price, gaming how oil stocks are likely to react to various oil-price scenarios. And since the oil complex has already enjoyed a strong upleg, plenty of topping fears exist. But the technicals of oil and the leading oil-stock index, as well as their ratio, show lots of room to run higher yet.
Wednesday, February 15, 2012
A Contrarian Oil & Gas Play That Could Spell Profits for Investors / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
SandRidge Energy Inc. (NYSE: SD) is a company that I'm very familiar with - and yet it's an enigma even to me.
I mean that quite literally.
You see, I recently paid a visit to the SandRidge building during a trip to Oklahoma City. After getting my security badge, I began to make my way to the 12th floor.
Read full article... Read full article...
Friday, January 06, 2012
Finding Growth in a Flat Energy Market / Companies / Oil Companies
By: The_Energy_Report
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.
The Energy Report: Tim, what is your investment thesis right now?
Read full article... Read full article...
Wednesday, December 21, 2011
How to Profit from Peak Oil, Investor Opportunities of a Lifetime / Commodities / Oil Companies
By: The_Energy_Report
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
Friday, December 16, 2011
America's Energy Pipeline Dreams / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Research writes: The Keystone XL ruckus shone a light on pipelines like never before. From the heated nature of the debate one could be forgiven for thinking that long, high-volume pipelines are something new to America. Really, that couldn't be further from the truth: The United States built its first pipeline in the 1840s, and there are now more than a million kilometers of oil and gas pipelines crisscrossing the country.
Friday, December 16, 2011
Canadian Oil to Support Market Growth / Commodities / Oil Companies
By: The_Energy_Report
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential.
Tuesday, December 13, 2011
Cyber Crime, The "New" Biggest Threat to the Energy Industry / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
The energy industry has a dangerous enemy that is getting stronger and more motivated to damage companies' operations and wreak havoc on global oil prices.
This new threat comes from the growing trend of cybercrime, and the criminals have become more focused on disrupting large industrial systems, like those operating in the energy industry.
Read full article... Read full article...
Friday, December 09, 2011
Small-Cap Energy Stocks to Watch / Commodities / Oil Companies
By: The_Energy_Report
Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long.
The Energy Report: Can you give us a little update on your current appraisal of the energy markets since we last spoke in July?
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Monday, December 05, 2011
Anadarko Petroleum is a "King" in the U.S. Oil and Gas Industry / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
Anadarko Petroleum Corp. (NYSE: APC) has been a big player in U.S. onshore oil and gas production, and it's about to get significantly bigger, unlocking incredible profits for investors.
Anadarko has stakes in some of the most prolific U.S. oil fields in Texas, Colorado, Wyoming, Utah, and Pennsylvania. It's also an international leader in unconventional production, employing methods like horizontal drilling to increase productivity rates from deep wells.
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Wednesday, November 16, 2011
Is It a Good Time to Invest in Oil and Gas Pipeline Companies? / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Energy Opportunities writes: Let's begin by positioning the sector. Investing in a pipeline company is similar to investing in a utility: Like electricity providers, pipeline companies operate in heavily regulated environments, and once they are up and running, pipeline operators enjoy stable cash flows from long-term contracts.
Monday, November 14, 2011
EOG Resources Inc.(NYSE: EOG) Is Looking to Lead U.S. Oil Production / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
EOG Resources Inc. (NYSE: EOG) has undergone a massive change in its business model - and it's paying off astoundingly.
EOG Resources used to be known as a leader in natural gas exploration and production.
Read full article... Read full article...
Thursday, November 10, 2011
Marathon Petroleum May Soon Be the World’s Richest Crude Oil Refiner / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
There's an oil price trend that's giving some oil refining companies a huge competitive edge.
Specifically I'm referring to Marathon Petroleum Corp. (NYSE: MPC).
Read full article... Read full article...
Friday, October 28, 2011
Energy Companies Meeting Emerging Market Demand / Companies / Oil Companies
By: The_Energy_Report
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need.
Friday, October 21, 2011
Investor Opportunities in Shale Oil and Gas Drilling / Commodities / Oil Companies
By: The_Energy_Report
After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling.
Friday, October 14, 2011
Crude Oil Stocks Deeply Oversold / Companies / Oil Companies
By: Zeal_LLC
The recent recession-fear craze hammered commodities prices, crushing the stocks of the companies that produce them. Commodities stocks were wholesale abandoned by frightened traders, left bludgeoned and bleeding. But driven to deeply-oversold levels, they got incredibly cheap relative to their underlying fundamentals and bull-market precedent. Oil stocks are a shining example of this great opportunity.
Wednesday, October 05, 2011
Hot Canadian Oil and Natural Gas Stocks / Commodities / Oil Companies
By: The_Energy_Report
With well over 100 attractive companies to choose from in the mid-tier Canadian oil and gas industry, investors have many interesting opportunities to profit from continuing demand growth. In this exclusive interview with The Energy Report, Mackie Research Senior Energy Analyst Robert Cooper zeros in on three of his favorite stocks and elaborates on his investment criteria.
Friday, September 30, 2011
US Oil Boom / Commodities / Oil Companies
By: Zeal_LLC
With the world forging ahead in this modern industrial and technological era, the king of commodities continues to flex its muscles as the most indispensable of resources. Oil, the lubricant of global commerce, is seeing record levels of demand.
Amazingly global oil demand is up nearly 50% in just the last 25 years. In 2010 it is estimated that a record 87m barrels per day (bpd) were consumed, surpassing the previous high from 2007. And it is forecasted that 2011’s will come in even higher, at around 89m bpd.
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Thursday, September 29, 2011
BP Prudhoe Bay Royalty Trust Offers Consistent 9.9% Yield as Oil Prices Climb / Companies / Oil Companies
By: Money_Morning
Jack Barnes writes:
With oil prices far from record highs, but expected to rise in coming months, it's time to examine oil-related investments - especially those with high yields.
The West Texas Intermediate (WTI) benchmark was approaching $90 a barrel two weeks ago, but has since slipped more than 7% due to concerns over the European debt crisis.
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Friday, September 23, 2011
Undervalued Crude Oil Stocks / Companies / Oil Companies
By: Zeal_LLC
The grinding 6-week-old bottoming process following the stock-market correction is doing its job, shaking out all the weak hands. These traders who haven’t learned to suppress their own fear are selling low, disproportionately hammering popular sectors like commodities stocks. Excessive and unsustainable fear drives incredible bargains, including in oil stocks. They are super-oversold and very undervalued.
Thursday, September 01, 2011
Exxon Mobil Scores a Coupe by Gaining Access to Russian Arctic Oil Reserves / Companies / Oil Companies
By: Money_Morning
David Zeiler writes:
With fresh sources of oil becoming increasingly scarce, Exxon Mobil Corp. (NYSE: XOM) scored a major coup on Tuesday by making a deal for access to the vast reserves of Russian Arctic oil.
Many companies were in the hunt for the Russian Arctic oil, including BP PLC (NYSE ADR: BP), Royal Dutch Shell PLC (NYSE ADR: RDS.A), Chevron Corp. (NYSE: CVX), Total SA (NYSE ADR: TOT) and Statoil ASA (NYSE ADR: STO), but it was Exxon that walked away with the prize.
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Tuesday, August 30, 2011
Western Oil Majors Will Get the First Crack at Libyan Oil Production / Companies / Oil Companies
By: Money_Morning
David Zeiler writes:
Countries that supported the overthrow of dictator Moammar Gadhafi's regime are likely to get first crack at post-war Libyan oil production, while those that sat on the sidelines are at risk of losing out.
"We don't have a problem with Western countries like the Italians, French and U.K. companies. But we may have some political issues with Russia, China andBrazil," Abdeljalil Mayouf, information manager at Libyan rebel oil firm AGOCO, told Reuters.
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Thursday, August 25, 2011
Libya's Post Gadhaffi Future - Who gets the Oil? / Politics / Oil Companies
By: OilPrice_Com
Muammar Gadhaffi's 42 year-old regime is in its death rattle - maybe today, maybe tomorrow, his administration that has ruled Libya with a quixotic and brutal hand is about to pass, in Trotsky's piquant phrase, "into the dustbin of history," prompting the question "what next?"
Thursday, August 04, 2011
Venezuela to Compensate American Oil Companies for Nationalization? / Companies / Oil Companies
By: OilPrice_Com
If Cuba's Fidel Castro is America's favorite Latin American bête noire, then Venezuela's Hugo Chavez qualifies as Washington's reigning Prince of Darkness.In 1960, Fidel Castro nationalized US business interests without compensation, bringing down on impoverished benighted country 51 years of sanctions that continue to the present day.
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Friday, July 22, 2011
Bullish Crude Oil Technical's, Excellent Buying Opportunity in Oil Stocks / Commodities / Oil Companies
By: Zeal_LLC
Averaging $96 so far this summer, crude oil certainly doesn’t feel cheap. Nevertheless, its technicals are looking increasingly bullish. After recently bouncing out of a major correction, oil appears to be embarking on a new bull-market upleg. If one is indeed brewing, speculators and investors alike ought to capitalize on this excellent buying opportunity in oil stocks.
Wednesday, July 20, 2011
Gazprom's Increasing Influence Throughout Central Asia and Eastern Europe / Politics / Oil Companies
By: OilPrice_Com
The December 1991 collapse of the USSR was an unmitigated disaster for all 15 nations emerging from the desiccated carapace of the Soviet Union.
Now, like a plate of mercury smashed with a hammer, rivulets of the former USSR member state's energy assets two decades later are trickling back under the control and influence of Eurasia largest energy concern, Gazprom.
Wednesday, July 20, 2011
Buy Energy Stocks - On Sale Now! / Commodities / Oil Companies
By: The_Energy_Report
Marshall Berol and Craig Valdes are concentrating their focus on resource stocks in their Encompass Fund portfolio. In this exclusive interview with The Energy Report, they share their current thinking regarding the energy sector and give us the names of some stocks that are attractively priced now and that could do well as global energy demand grows. They remain very positive on the prospects for nuclear and see oil demand growing.
Friday, July 01, 2011
Looking for Oil and Gas Values, Not Value Traps / Commodities / Oil Companies
By: The_Energy_Report
Sprott Energy Fund Portfolio Manager Eric Nuttall wants an edge when he can find one. He's bullish on oil, but he prefers to play the good oil story, not the commodity. And even though he's bearish on natural gas, he's finding names that may provide exceptional growth. Eric shares his best ideas in this exclusive interview with The Energy Report.
Tuesday, June 28, 2011
Stiff Resistance for Exxon / Companies / Oil Companies
By: Mike_Paulenoff
From a point and figure chart perspective, today's $1.00 recovery rally in Exxon (XOM) does not appear to be consequential, at least not yet. Heavy resistance starts at 78.50 and stretches up to 81.00, which will have to be hurdled on a print of 81.25 to trigger a significant near-term buy signal.
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Wednesday, June 08, 2011
Capitalize on Crude Oil Stock Fluctuations / Commodities / Oil Companies
By: The_Energy_Report
Chen Lin is a successful resource investor who loves energy equities because he can uncover treasures still hidden from the very markets that will later recognize their value and bid them up. In this exclusive interview with The Energy Report, Chen shares names of some of his favorite positions currently boosting his portfolio.
Friday, June 03, 2011
Global Implications of Offshore Oil Dispute in South China Sea / Politics / Oil Companies
By: OilPrice_Com
The world's unceasing quest for new oil deposits has combined with offshore technology to impel many countries to investigate their offshore resources in their "exclusive economic zone," (EEZ) defined by the 1982 United Nations Convention on the Law of the Sea Part V, Article 55 as extending 200 nautical miles from a nation's coastline.Read full article... Read full article...
Wednesday, June 01, 2011
Oil Is the Next Big Play for Energy Stocks / Currencies / Oil Companies
By: The_Energy_Report
Light oil is the sweet spot for Jennings Capital Oil and Gas Analyst Tim Murray. He's finding plays that tap into pools via horizontal drilling. In this exclusive interview with The Energy Report, Tim talks about finding big growth stories in small companies that require investors to take on a bit more risk.
Tuesday, May 31, 2011
The Krill Oil Stocks Boom is Real / Commodities / Oil Companies
By: Q1_Publishing
There’s a new type of oil that’s causing a major stir in the markets.
This oil boom has nothing to do with crude oil or energy though. But it still has the potential to be just as profitable.
I’m talking about krill oil.
Krill are tiny shrimp-like crustaceans. They are usually between one and five centimeters long. They are found in extremely cold water like the frigid waters of the northern Pacific and offshore Antarctica.
Friday, May 27, 2011
Oil Stocks Base Evaluation on $90 Crude Oil Price / Commodities / Oil Companies
By: The_Energy_Report
Platform Advisors Founder Adam Michael searches the globe for oil and gas discovery stories with established cash flows that support share value in reasonably secure political environments. In this exclusive interview with The Energy Report, Adam reveals some names from his own portfolio holdings that he believes could generate considerable upside production growth to return significant multiples for investors, even if oil prices hover at $90/bbl for the next year.
Wednesday, May 11, 2011
Small Oil Companies Poised for Big Growth / Commodities / Oil Companies
By: The_Energy_Report
Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies.
Wednesday, April 27, 2011
Oil Field Services and Equipment Sector Investing / Commodities / Oil Companies
By: The_Energy_Report
Large oil-drilling projects in the U.S. and abroad, the price of oil and new drilling technologies have brought growth and stability to oil field services and equipment companies. Read why investors are looking at this sector in The Energy Report's exclusive interview with Brian Uhlmer, managing director and senior analyst of Global Hunter Securities' Energy Group.
Friday, April 22, 2011
Bullish on Unconventional Crude Oil Investment Plays / Commodities / Oil Companies
By: The_Energy_Report
Pain at the pump for consumers is windfall time for E&P companies. When the low-hanging fruit of old oil and gas fields is exhausted, companies are incentivized to move to new and different regions where the potential reward profile might justify the inherent risk of difficult or unexplored environs and potential political upheaval. In this exclusive interview with The Energy Report, Pathfinder Asset Management Associate Portfolio Manager Taylor MacDonald tells investors where he's finding new ways to play growing energy demand.
Thursday, April 21, 2011
Oil Services Stocks Correction Due? / Commodities / Oil Companies
By: Dian_L_Chu
Michael Tarsala writes: Oil services stocks are seeing downside earnings revisions and bearish options bets ahead of earnings, and could be in danger of losing their price uptrend, according to a Thomson Reuters technical signal.
The options positioning suggest there’s a lot less optimism for services versus drillers and refiners, and less hope they’ll have another blockbuster quarter.
Read full article... Read full article...
Friday, March 18, 2011
Oil Shale Stock Plays From Around the World / Commodities / Oil Companies
By: Keith_Schaefer
Dear OGIB Reader,
How much oil is there in newly economic shale oil deposits around the world?
We won’t know that for 50 years or more, but it’s not stopping energy companies from publicizing some extremely large prospective resource estimates – like, tens of billions of barrels of oil – with almost no data to back it up, and only one similar play on earth with any operating history. A prospective resource is an estimate of the amount of oil that might be the recoverable volume of oil in an area.
Thursday, March 10, 2011
Crude Oil's March Madness a Boost for Refiners / Commodities / Oil Companies
By: Money_Morning
Frank Holmes writes :
March Madness is still a few weeks away for college basketball fans, but the madness of March is in full swing for the oil sector. Turmoil in the Middle East sent oil prices up more than 6% last week - following a 5.2% gain in February. We also happen to be entering a time of year that has historically been good for energy prices and energy equities in recent decades.
Wednesday, March 09, 2011
Horizontal Drilling an Oil & Gas Game-Changer / Commodities / Oil Companies
By: The_Energy_Report
Over the last decade, more and more North American onshore oil and gas (O&G) production has come from past-producing deposits and shale. In this exclusive interview with The Energy Report, Wellington West Capital Oil and Gas Analyst Kevin Shaw talks about the technology behind this shift and how it's affecting sector plays domestically. He also discusses what's happening on the international circuit as North American E&P companies take their newfound know-how and multistage horizontal fracing expertise to new oil and gas hotspots in places like Argentina, Europe and New Zealand.
Tuesday, March 08, 2011
Petrobras (PBR) Destined to Pass ExxonMobil as Global Oil Colossus / Companies / Oil Companies
By: Trader_Mark
I have not written about Brazilian oil giant Petrobras (PBR) because frankly the stock has been a quite poor performer due to its pseudo government-private stature. Sort of the Fannie Mae of oil production. With the recent spike in oil, the stock has perked up, but some horrid terms on a share sale put immense pressure on the name through most of 2010.
Monday, March 07, 2011
BP Poised to Test Rally Peak / Companies / Oil Companies
By: Mike_Paulenoff
BP plc (NYSE: BP) gapped up this morning and has made a new recovery high at 49.10 so far, on the way to testing its prior significant rally peak at 49.50 from Jan 14.
My near-term work argues in favor of a test and hurdle of 49.50 into the 49.70/90 area prior to the "need" for a correction of the larger upmove off the Feb 11 pivot low at 45.55.
Tuesday, February 22, 2011
Libya Crisis and Crude Oil Stock Portfolio Positions / Commodities / Oil Companies
By: Richard_Shaw
Many of you may be watching the reports of the revolt in Libya on TV and listening to breathless commentators. Clearly, the situation in the Middle East is changing. But let's balance the TV excitement about oil and Libya with logic and data.
First, whatever government results from the revolts in oil producing countries, they need to sell their oil to support their regimes as much as the rest of the world needs to buy their oil. Therefore, looking past short-term supply disruption concerns, oil wells will not be shut down long-term and oil will continue to flow.
Read full article... Read full article...
Wednesday, February 16, 2011
Crude Oil Stocks Investing / Companies / Oil Companies
By: The_Energy_Report
In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus.
Wednesday, February 02, 2011
BP Reinstates Dividend on 30% Profit Increase / Companies / Oil Companies
By: Money_Morning
Don Miller writes:
After posting a 30% rise in fourth-quarter net profit, BP PLC (NYSE ADR: BP) yesterday (Tuesday) announced the long-awaited resumption of its quarterly dividend.
The U.K.-based oil giant said it would pay a dividend of seven cents a share for the fourth quarter of 2010. BP suspended its payout - which had been twice as large - last year to help cover the cost of the Deepwater Horizon oil spill.
Read full article... Read full article...
Wednesday, February 02, 2011
Oil and Gas Exploration and Production Companies with Margins for Error / Companies / Oil Companies
By: The_Energy_Report
Andrew Coleman, E&P analyst with Madison Williams & Co., is all about the numbers. His research reports are laden with calculations proving or disproving his 2011 investment thesis, which is that reserves and production growth, especially in liquids-rich oil plays, will continue to drive the share prices of E&Ps even higher. In this exclusive interview with The Energy Report, Andrew provides you with his favorite oil and gas names for 2011, as well as some others with margins stout enough to withstand just about anything the market throws at them.
Friday, January 28, 2011
Oil Companies Pumping Profits as Crude Continues to Climb / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes:
Despite political fallout from the Gulf oil spill, drilling and oil services companies made big waves in the waning months of 2010. And they're likely to carry that success through 2011 as higher oil prices and political gridlock keep the profits pumping.
Baker Hughes Inc. (NYSE: BHI), Halliburton Co. (NYSE: HAL), Helmerich & Payne Inc. (NYSE: HP), and Occidental Petroleum Corp. (NYSE: OXY) are among the oil companies that produced outstanding results in the final three months of 2010.
Read full article... Read full article...
Tuesday, January 25, 2011
Crude Oil's Headed for $150, Here's What You Need to do... / Companies / Oil Companies
By: Money_Morning
Kent Moors writes:
Crude oil is about to skyrocket in price.
In fact, I believe we'll be looking at $150-a-barrel oil by mid-summer.
Read full article... Read full article...
Tuesday, January 18, 2011
BP Attempts Another Venture Into Russian Oil Industry in $16 Billion Deal / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
BP PLC (NYSE ADR: BP) on Friday announced it was entering a $16 billion share swap deal with Russian oil industry giant NK Rosneft OAO (PINK: RNFTF). The deal will give BP access to areas of the Russian Arctic that were previously off limits to foreign companies, but it will come at a political cost.
Wednesday, December 29, 2010
Rising Crude Oil Prices Make Exploration and Production Profitable / Companies / Oil Companies
By: The_Energy_Report
Why look for value in energy exploration and production when you can get growth? For Global Hunter Securities' Senior Analyst Philip McPherson, the story is first about taking advantage of supply and demand fundamentals in the critical industry of E&P, and then getting a deal on oil in the ground. In this exclusive interview with The Energy Report, Philip outlines the characteristics he looks for in companies and where his growth thesis can pay off for investors.
The Energy Report: Your area of coverage is exploration and production. Do small caps and large caps trade similarly? Do they follow similar patterns?
Friday, December 17, 2010
Go Long on Oil Stocks / Commodities / Oil Companies
By: The_Energy_Report
AlphaNorth Asset Management President and CEO Steve Palmer believes further economic growth in China and the ongoing economic recovery in the U.S. will send oil prices over $100 a barrel in the first half of 2011. But he picks his oil equities knowing the oil price will play only a small role in determining any share-price appreciation. For him, it's about getting in early on companies with reasonable prospects for massive gains. In this exclusive interview with The Energy Report, Steve shares three of his favorite oily names with outsized potential.
Thursday, December 09, 2010
Russian Oil and Gas Sector Headed for Major Shakeup / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D. writes:
SURGUT CITY, Central Russia – Welcome to Surgut City, about 1,325 miles east of Moscow in the Surgut district, which in turn is the primary area of the Khanty-Mansi Autonomous Region (KMAR).
I am here at the request of the Russian Ministry of Energy, to sit as an outside member on a task force reviewing production options for the next five years.
Read full article... Read full article...
Wednesday, December 01, 2010
Long on Natural Gas, Longer on Crude Oil / Commodities / Oil Companies
By: The_Gold_Report
Even if the pace of China's growth slows dramatically, count on the commodities boom to continue, says Adrian Day Asset Management Chairman and CEO Adrian Day. That bodes well for oil, as China's huge population will at least double per-capita consumption of oil over the next decade—maybe even drive it up fivefold. In this Energy Report exclusive, Adrian discusses Indian and Chinese demand and why he isn't worried long term about natural gas.
Thursday, November 18, 2010
Top Oil and Gas Shale Plays / Commodities / Oil Companies
By: The_Energy_Report
He may not be a theater critic, but SunTrust Robinson-Humphrey Analyst Neal Dingmann is amply qualified to critique the best plays in the energy sector—onshore and offshore, natural gas and oil and even his list of the top-five shale plays. His exclusive interview with The Energy Report also touches on recent and potential mergers and the power of politics.
Tuesday, November 16, 2010
Finding Value in Crude Oil and Natural Gas Equities / Companies / Oil Companies
By: The_Energy_Report
Josh Young, a portfolio manager with Los Angeles, California-based Young Capital Management, is a value investor on the hunt for undervalued companies in the oil and gas space. He launched his fund in September, has earned enticing returns so far, and in this exclusive interview with The Energy Report, discusses some of his hedge fund's equity holdings that are poised to get some love in the market.
Tuesday, October 12, 2010
Russia's Oil Giant Lukoil to Hit Asian Markets / Companies / Oil Companies
By: Pravda
Lukoil, the second largest oil producer in Russia, wants to enter the Asian markets. Currently, the company's shares are traded in New York, London and Frankfurt. Recently, the company's management purchased a part of its holding of shares from ConocoPhillips. These shares may go to the Asian trading floor that picked up the interest of the Russian companies after the IPO of Rusal.
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Monday, October 04, 2010
China Continues Game-Changing Energy Moves with Sinopec’s $7 Billion Brazil Buy / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
Chinese state oil company China Petroleum & Chemical Corp. (Sinopec) (NYSE ADR: SNP) said Friday that it would invest $7.1 billion in the Brazilian unit of Spain's Repsol YPF S.A. (NYSE ADR: REP) to form one of the largest private energy companies in Latin America.
Friday, September 17, 2010
Look for Underlying Crude Oil and Natural Gas Catalysts / Commodities / Oil Companies
By: The_Energy_Report
Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund, believes there are opportunities in both oil and gas, regardless of commodity prices. "I'm entirely agnostic when it comes to the commodity price. It all comes down to the valuation," Eric explains. He seeks companies with existing production priced at a reasonable multiple and, as he puts it, gets all the exploration upside for "free." Eric talks about some companies that fit that bill in this exclusive interview with The Energy Report.
Thursday, September 16, 2010
BP to pay $4,300 for Every Barrel of Oil Spilled / Companies / Oil Companies
By: Pravda
The scandal around the oil spilt into the Gulf of Mexico does not subside. Today the information was released that U.S. authorities are preparing a lawsuit against the owner of the exploded BP platform, demanding compensation for damage caused by the leakage. Fines can reach $4,300 for each barrel of oil spilt in the waters of the Gulf, i.e., a total of approximately $17.6 billion.Read full article... Read full article...
Wednesday, September 15, 2010
Crude Oil and Natural Gas Upside Potential / Companies / Oil Companies
By: The_Energy_Report
To take advantage of the upside potential when oil and gas cycles take a turn for the better, without exposing yourself to the brunt of the downside risk, make your best picks based on asset and management strength. Then wade—not dive—in. Scott Koyich, founder of Calgary-based DSK Consulting Ltd. and Brisco Capital Partners, shares his top picks for deploying his "wading into the investment" strategy in this Energy Report exclusive.
Friday, September 10, 2010
Look for Undervalued Oil Exploration and Production Investment Plays / Companies / Oil Companies
By: The_Energy_Report
C. K. Cooper Senior Analyst Joel Musante likes oily exploration and production (E&P) names in name-brand plays, especially the Bakken. In this exclusive interview with The Energy Report, Joel discusses a few of his favorite names with underappreciated acreage or technology and talks about how he reaches his conclusions.
The Energy Report: Joel, you've covered E&P companies for more than a decade for various firms. Tell us how you started covering this sector and why you're still doing it 10 years later.
Thursday, September 02, 2010
The Surprise Threat to BP's Future / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D writes:
In the aftermath of the biggest environmental disaster in U.S. history, the Gulf of Mexico relief-well saga continues to monopolize our attention.
But here's the reality: Money problems - not the relief wells - could prove to be the undoing of BP PLC (NYSE ADR: BP). And that means the company's fate is most closely tied to its ongoing efforts to raise money by selling key assets from around the world.
Read full article... Read full article...
Monday, August 23, 2010
Who Actually Owns BP? / Companies / Oil Companies
By: Global_Research
Most relevant sources agree that 40% of the shares of BP are held in the United Kingdom, 39% of the shares are held in the United States, while the remaining 21% are held throughout Europe and the rest of the world. The largest single holder of shares is getting harder to track down. Generally an Internet search will lead to the other 9 leaders, roughly 23%:
Thursday, August 19, 2010
My Favourite Junior Oil Stocks Exposed – the David Pescod Interview / Companies / Oil Companies
By: Keith_Schaefer
This article is a transcript of an interview I did with Canaccord stockbroker David Pescod, one of the best stockpickers in the junior oilpatch I know. I started doing business with Dave in 1998, the middle of the “nuclear winter” of junior mining stocks, because I saw he was making good money in a bad market. I read his daily (and free) Late Edition newsletter every single day to hear what other analysts and executives are saying. He originally sent this article out in early August. By David Pescod
Read full article... Read full article...
Wednesday, August 18, 2010
How to Profit From China's Secret Energy Plan / Companies / Oil Companies
By: Money_Morning
Kent Moors writes:
Like everything else, the balance of power in the global energy market is shifting toward China, where a little-known province is perfectly situated to become a global oil-and-gas market powerhouse.
Nestled in the far northwest of China, Xinjiang is the country's largest province and the primary domestic source for oil and gas. It is sparsely populated and as big as Western Europe. The name, Xinjiang, literally means "New Frontier." And recent decisions in Beijing are going to give that translation even more meaning - transforming this province into a "new frontier" for the global energy sector.
Read full article... Read full article...
Wednesday, August 11, 2010
BP’s Return To Libya Decades After Gaddafi’s Revolution / Companies / Oil Companies
By: OilPrice_Com
After nearly 40 years, BP is returning to Libya amid widespread controversy about an alleged link to the Lockerbie bomber’s release and fears about a potential oil disaster in the Mediterranean Sea.
Yet despite the oil giant’s enthusiasm, its future in Libya – a country boasting the largest crude oil reserves on the continent -- may end up as murky as competitors that have ventured there.
Read full article... Read full article...
Wednesday, August 11, 2010
Oil Companies with Natural Gas Assets to Mitigate Risks of Deepwater Drilling / Companies / Oil Companies
By: The_Energy_Report
Blue Phoenix Inc.'s Chief Commodity Strategist John Licata says BP's Deepwater Horizon accident in the Gulf of Mexico has already resulted in oily names acquiring gas names. It will soon result in more joint ventures as companies try to mitigate the risk of deepwater drilling. In this exclusive interview with The Energy Report, John tells us why he's bullish on natural gas and why he sees more M&A activity ahead. He also offers some E&P and services names that could ultimately benefit from the rapidly morphing oil and gas landscape.
Tuesday, August 10, 2010
Crude Oil Investors Run for the Canadian Border / Companies / Oil Companies
By: Casey_Research
Marin Katusa, Chief Energy Strategist, Casey Research writes: The Gulf of Mexico disaster has changed U.S. priorities, costs, and energy supply sources for years to come. But the fact that the U.S. needs energy isn’t changing anytime soon, and as mass sources of green energy are still a while away, the most likely alternative might be the most surprising one.
Tuesday, August 03, 2010
Stick with Wet Natural Gas, Heavy Crude Oil Investment Plays / Companies / Oil Companies
By: The_Energy_Report
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.
Saturday, July 31, 2010
BP New CEO Robert Dudley Isn't the Long-term Answer / Companies / Oil Companies
By: Money_Morning
William Patalon III writes: When the BP PLC (NYSE ADR: BP) CEO-replacement saga began to unfold earlier this week, and the Money Morning news team was working the story, I contacted Dr. Moors to ask him if he knew anything about anointed successor Robert Dudley.
With that response, Dr. Moors underscored, yet again, why he's the ultimate energy-sector insider: He doesn't just know about Dudley - he actually knows him.
Read full article... Read full article...
Saturday, July 31, 2010
Attention, Barrelheads: Petrobras Shares Are on Sale / Companies / Oil Companies
By: Investment_U
Oil.
A touchy subject these days, I know – even with cleanup crews in the Gulf successfully removing much of the spilled oil from the water.
Read full article... Read full article...
Wednesday, July 28, 2010
Middle East Oil Producers Might Consider BP Investment – to Diversify / Companies / Oil Companies
By: OilPrice_Com
With BP poised to move on from the Gulf oil spill with a new chief executive, the beleaguered London-based company might look attractive to Middle East sovereign wealth funds after all.It would be a parting legacy from outgoing CEO Tony Hayward if his efforts earlier this month to court the funds in Abu Dhabi and other oil-producing countries were to bear fruit.
Read full article... Read full article...
Wednesday, July 28, 2010
BP Boosted by $10 Billion Gulf Oil Spill Cost Tax Credits / Companies / Oil Companies
By: Dian_L_Chu
There is no shortage of news from BP on Tuesday:
- The oil major reported its first quarterly loss--$17.15 billion--in eighteen years, and will sell about $30 billion in assets.
- The company also announced that CEO Tony Hayward will step down on Oct. 1 to work at TNK-BP--BP’s joint venture in Russia.
- Bob Dudley, an American BP executive, will succeed Hayward as the new Chief Executive
Tuesday, July 27, 2010
BP Hopes for a CEO Savior in American Robert Dudley / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes: BP PLC (NYSE ADR: BP) plans to oust Chief Executive Officer Tony Hayward from the top spot and to appoint Robert Dudley - an American and an insider - in an attempt to regain U.S. trust after a highly criticized, ineffective response to the Gulf oil spill.
Friday, July 23, 2010
Oil Stocks XOI Undervalued / Commodities / Oil Companies
By: Zeal_LLC
Oil stocks have to be one of the most unloved sectors in the markets today. The recent general-stock-market and oil corrections combined with the incredibly-negative psychology spawned by the BP oil spill have driven oil stocks down to deeply-oversold levels. This swoon has also left this sector very undervalued, a barren wasteland strewn with great bargains for investors.
Wednesday, July 21, 2010
It’s a “Stock Picker’s Market” in Junior Oil and Gas Market / Companies / Oil Companies
By: Keith_Schaefer
I recently wrote that junior energy stocks were trading like they had an incurable disease; nobody wants to touch them. But now several junior oil stocks are starting to show positive divergence, which means that the momentum of the downward selling pressure is getting less and less.
This is also called “momentum non confirmations”, and so far my observations are focused on the short term charts on many of the junior oils; it’s too early to tell on most of the longer term, weekly charts.
Tuesday, July 20, 2010
BP's Incentive To Not Capture All the Oil / Companies / Oil Companies
By: Global_Research
Robert L. Cavnar writes: In an interview, Bob Dudley, CEO of BP's New Gulf Coast Restoration Organization (whatever that is) finally admitted yesterday that their first relief well could be completed far in advance of the mid-August date that they have been insisting on since May, enabled by the Coast Guard and other government officials.
Read full article... Read full article...
Monday, July 19, 2010
BP's Risky Business / Companies / Oil Companies
By: Jennifer_Barry
An oil company ignores standard safety procedures and fails to fix crucial equipment, and a huge oil spill occurs. The corporation minimizes the environmental impact and reacts slowly to the accident. The local community is infuriated by the lack of response. The company is stingy about giving out information and data on the spill. The CEO seems arrogant, and aloof. Instead of appearing concerned about the accident, his statements plead for public sympathy. The Chairman seems unprepared to deal with the emergency and uninformed about the workings of his own company. The corporation seems unable to demonstrate they would avoid this problem in the future, or have a more effective response next time.
Thursday, July 15, 2010
Breaking Down BP, Who Will Buy BP’s Best Assets? / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes: There's no question that some of BP PLC (NYSE ARD: BP)'s assets are on the block.
The company said Monday that the total cost of the Gulf oil spill had already risen to $3.5 billion. And while it's too early to estimate the final costs associated with the spill, analysts have pegged the tab at $20 billion to $40 billion. Some even believe the total cost could come in near $100 billion.
Read full article... Read full article...
Wednesday, July 14, 2010
BP Gulf Relief Oil Wells Nightmare Scenario / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D. writes:
Although the global energy sector is entering its most-promising stretch in decades - with more new technologies and more investment opportunities than ever before - I just can't seem to get away from BP PLC (NYSE ADR: BP) and its problems.
Wednesday, July 14, 2010
Vultures Circling Over Gulf Oil Disaster Hit BP Ahead of Relief Wells News / Companies / Oil Companies
By: Nadeem_Walayat
Exxon, Petro China and other vultures are circling over the crippled oil giant BP now that it is within reach of 'hopefully' plugging the Gulf oil gusher though still facing perhaps as much as $100 billion in litigation.
Read full article... Read full article...
Tuesday, July 13, 2010
Has the BP Gulf Spill Opened Pandora’s Box for Obama? / Politics / Oil Companies
By: Marin_Katusa
By Marin Katusa, Chief Energy Strategist, Casey’s Energy Report : The White House might be gaping in shock that the U.S. federal court overturned the six-month drilling moratorium, but it really isn’t all that surprising. Amid the finger pointing and political posturing, the Obama administration seems to have missed a vital detail – the U.S. oil industry is in a spot of bother.
Monday, July 12, 2010
World Financial Market Nervous over BP's Possible Collapse / Companies / Oil Companies
By: Pravda
The British Cabinet of Ministers gathered for a special meeting to discuss the future of one of the world's largest oil companies in the world, British Petroleum, in connection with the liquidation of the consequences of the ecological disaster in the Gulf of Mexico.
Read full article... Read full article...
Saturday, July 10, 2010
Before Peak Or Beyond Petroleum, BP Oil Limits / Companies / Oil Companies
By: Andrew_McKillop
BP's Gulf of Mexico disaster is treated almost daily in the mainstream media as a technology
challenge that BP itself will soon master. This enables corporate-friendly media to yip that things
are alright in the best of all possible worlds, topped off by the coming gusher of ultra-large
damage and loss payments from one of the world's most profitable corporations. The stream of
lies gushing from BP spokespersons since April 20, for example on the real loss rate of oil spewing
into the Gulf's depths, takes second place to the unspoken, but prime role of deep water oil for
defenders of the real economy: produce more outside the OPEC countries and Russia: keep oil
prices down, and keep up consumer confidence.
Tuesday, July 06, 2010
Offshore Drilling Moratorium: Hear It From The Little People / Politics / Oil Companies
By: Static_Chaos
Hornbeck, a $400-million vessel company in Louisiana, filed a lawsuit against the administration on June 7, a month after the moratorium started.
Read full article... Read full article...
Tuesday, June 29, 2010
Oil Industry Reputation Hit by Gulf Oil Spill, Survey Shows / Companies / Oil Companies
By: OilPrice_Com
The Gulf oil spill has hit the reputation not only of BP but of the entire oil industry, including among those who favor increased use of fossil fuels as the main source of energy.Read full article... Read full article...
Friday, June 25, 2010
BP Eventual Bankruptcy Certain / Companies / Oil Companies
By: Midas_Letter
There is no doubt that BP will not emerge from this oil spill disaster intact. Make no mistake – this is the fatal black swan event in BP's life that is going to take investors by the hundreds down with the ship. Its not going to happen immediately. Much like the slow initial fall and eventual breakneck pace of collapse of a giant tree, the giant oil leak is the event that will catalyze the fall of this far flung and storied company.
Thursday, June 24, 2010
Chris Pikul Favors Oil Companies; Cautious on Natural Gas / Companies / Oil Companies
By: The_Energy_Report
Morgan Keegan Analyst Chris Pikul is bullish on oil and soft on gas but believes you can still "win the game" by being a discriminating investor in oil and gas E&P companies. "You need to be really focused on gas companies with the best quality assets and strong balance sheets. . .you really have to pick and choose," says Chris, a big picture value investor who never stops thinking about how different market factors will influence the equities he covers. In this exclusive interview with The Energy Report, Chris' impeccable attention to detail is on display as he picks a few of his favorites in the E&P space. . .just for you.
Thursday, June 24, 2010
A Bankrupt BP - Worse For The Financial World Than Lehman Brothers? / Companies / Oil Companies
By: OilPrice_Com
The BP crisis in the Gulf of Mexico has rightfully been analysed (mostly) from the ecological perspective. People’s lives and livelihoods are in grave danger. But that focus has equally masked something very serious from a financial perspective, in my opinion, that could lead to an acceleration of the crisis brought about by the Lehman implosion.Read full article... Read full article...
Saturday, June 19, 2010
BP Could Survive Multiple Deepwaters But Not U.S. Bloodlust / Companies / Oil Companies
By: Videos
On this edition of Keiser Report, Max and co-host Stacy Herbert look at the latest round of threats by bankers to take down the global economy; Citibank reassures investors that BP could survive multiple Deepwaters... at least, financially, but then there is that small matter of "US bloodlust"; and the revolution was not twittered. In the second half of the show, Max talks to Mike Ruppert about peak oil, the Gulf of Mexico oil spill, and his movie "Collapse".
Saturday, June 19, 2010
How a Oil Drilling Ban Hurts the Little Guys / Companies / Oil Companies
By: Frank_Holmes
While the world waits for oil to stop gushing from the ocean floor, a large group of Americans are waiting to go back to work.
Offshore drilling has been shut down since the Deepwater Horizon accident in mid-April that claimed 11 lives and started the massive Gulf of Mexico spill. The longer it lasts, the more damage it will do to America’s energy sector.
Read full article... Read full article...
Friday, June 18, 2010
BP Gulf Oil Spill Cost Now $22 Billion and Rising / Companies / Oil Companies
By: Money_Morning
Don Miller writes: As the clock on the Gulf oil spill ticks past 60 days, the costs are approaching $22 billion, with no end in sight. Now, there is growing evidence that errors committed by both the U.S. government and BP PLC (NYSE ADR: BP) may have complicated efforts to clean up the mess.
The Coast Guard and BP each had written plans for responding to a massive Gulf oil spill, but both now say their plans failed to anticipate such a disaster threatening so much coastline at once. Furthermore, a miscommunication and disagreements between officials on federal, state, and local levels resulted in a lack of coordination and delays.
Read full article... Read full article...
Thursday, June 17, 2010
International Energy Investing Opportunities, Carpe Cardium, Kurdistan & the North Sea / Companies / Oil Companies
By: The_Energy_Report
Wellington West Analyst Kevin Shaw lives in Alberta and believes there are few better places to invest than Canada's oil- and gas-rich provinces. But he also sees attractive international opportunities in such places as Kurdistan, the North Sea and Albania. "When you're putting a drill bit into the ground in Kurdistan," he says, "you're. . .'deep-sea fishing.'" In this exclusive interview with The Energy Report, Kevin explains why he's also big on the Cardium, Notikewin, Bakken/Three Forks and the Montney shale plays.
Wednesday, June 16, 2010
Investor Profit Opportunity Emerges Out of the Gulf Oil Crisis / Companies / Oil Companies
By: Mark_McMillan
When will there be good news to follow the bad news of a BP platform explosion, sinking, 6-month moratorium on new drilling and now up to 60,000 barrels per day spill into the Gulf of Mexico? I don't have an exact answer to that question. While BP has been the primary focus of President Barack Obama's outrage, there are many companies that have been punished in sympathy with BP's plight.
Saturday, June 12, 2010
Crude Oil Stocks Sector Buy Signal / Commodities / Oil Companies
By: DailyWealth
It's time to lean over and pick up the cash... again.
The last time this happened, I gave my Advanced Income readers three trades. We earned 25%, 27%, and 30% in just one week.
Friday, June 11, 2010
Oil Stocks Deeply Oversold, Investor Buying Opportunity / Commodities / Oil Companies
By: Zeal_LLC
Oil stocks have been hammered especially hard in the recent stock-market correction. With both the general stock markets and price of crude oil falling sharply, the oil stocks didn’t stand a chance. The result of all this carnage is deeply-oversold oil stocks, a fantastic buying opportunity for speculators and investors.
Saturday, June 05, 2010
Why BP Should Just Deny Everything and Brace for Impact / Companies / Oil Companies
By: Bill_Bonner
Sittin’ on the dock of the bay…
Watchin’ the tide roll away…
~ “(Sittin’ On) The Dock of the Bay,” Otis Reading
Read full article... Read full article...
Friday, June 04, 2010
BP’s Continued Existence Seen Coming Under Threat as Gulf Oil Spill Continues / Companies / Oil Companies
By: OilPrice_Com
The continued failure of BP’s efforts to stop the Gulf oil spill and mounting political pressure are putting the very future of the British-based oil giant in question.BP shares plunged again on Tuesday, wiping $17 billion off the market capitalization of the company. Premiums on credit default swaps to insure the company’s debt soared 75% to $178,000 for $10 million as analysts began to question whether the company can survive the financial and reputational costs of the Deepwater Horizon catastrophe.
Read full article... Read full article...
Thursday, June 03, 2010
Who Will Profit from the BP Gulf Oil Spill / Companies / Oil Companies
By: Casey_Research
Charles S. Brant, Energy Correspondent, Casey’s Energy Opportunities writes: The disaster in the Gulf of Mexico may be the best thing that’s ever happened to green energy producers in the U.S – but the one that benefits the most will probably surprise you.
Thursday, June 03, 2010
BP Share Price Crash Triggers Takeover Rumours as Oil Spill Disaster Spirals Out of Control / Commodities / Oil Companies
By: Money_Morning
Kerri Shannon write: BP PLC's (NYSE ADR: BP) share price has plunged by more than one-third, as the company has struggled to contain the Gulf oil spill. Now, the company is being rumored as a takeover target as its stock has yet to find a floor.
Thursday, June 03, 2010
Two Energy Stocks For a Post Oil Spill World / Companies / Oil Companies
By: Money_Morning
Martin Hutchinson writes:
With the failure of the BP PLC (NYSE ADR: BP) "top kill" strategy, the Deepwater Horizon oil spill takes on a more serious hue, both for the Gulf of Mexico environment and for BP itself. If it indeed proves impossible to cap the oil flow before August, public anger against BP and against deep-sea drilling in general may put BP out of business and set deep-sea drilling around the United States back for years.
Wednesday, June 02, 2010
Ban BP but Don't Expect Offshore Oil Drilling Ban / Commodities / Oil Companies
By: The_Energy_Report
Sven Del Pozzo, until recently a senior oil and gas analyst with C.K. Cooper and Co., is nothing if not honest. In this candid interview with The Energy Report, 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. The Energy Report interviewed Del Pozzo in late May, prior to his leaving C.K. Cooper.
Tuesday, June 01, 2010
Shell Grabs Crucial Shale Gas Deposits With $4.7 Billion Deal / Companies / Oil Companies
By: Money_Morning
Kerri Shannon writes:
Royal Dutch Shell PLC (NYSE ADR: RDS.A, RDS.B) announced Friday it would pay $4.7 billion in cash for U.S.-based East Resources, Inc. to obtain a sizeable stake of "high-potential" North American shale gas acreage.
Tuesday, June 01, 2010
Proof Media in Hopeless Moral Hazard When Forbes Compares BP With Goldman / Companies / Oil Companies
By: Static_Chaos
When a major mainstream media like Forbes compares BP with Goldman Sachs and recommends investors to buy Goldman stocks, you know the world is in total moral hazard and deserved to be doomed as Marc Faber has always been saying.
Since Forbes is a financial publication, I will refute based on the investment thesis first. Granted both stocks are high risk plays right now, but I'd venture to say compared to Goldman, BP is obviously oversold and a victim of media hype and Whitehouse populist approach.
Saturday, May 29, 2010
BP Oil Spill Secrets Revealed / Companies / Oil Companies
By: Global_Research
Daniela Perdomo writes: How the owner of the exploded oil rig has made $270 million off the disaster, and nine other shocking, depressing facts about the oil spill.
It's been 37 days since BP's offshore oil rig, Deepwater Horizon, exploded in the Gulf of Mexico. Since then, crude oil has been hemorrhaging into ocean waters and wreaking unknown havoc on our ecosystem -- unknown because there is no accurate estimate of how many barrels of oil are contaminating the Gulf.
Read full article... Read full article...
Wednesday, May 26, 2010
Oil Exploration Could Be Revolutionized Worldwide with This New Technology / Commodities / Oil Companies
By: Keith_Schaefer
A Saskatchewan entrepreneur could revolutionize oil exploration worldwide, with a new technology that uses readily available satellite data to determine if a property has commercial amounts of oil or gas underground.Robert Fisher, CEO of Leaf and Stone Resonance Services Inc. in Saskatoon, uses a process called “resonance coupling” that he says can tell if there is oil and/or gas on a property, onshore or offshore.
Read full article... Read full article...
Tuesday, May 25, 2010
Gulf Oil Spill Disaster Could Cost BP $10 Billion / Companies / Oil Companies
By: Money_Morning
Don Miller writes: As its engineers struggle to plug an underwater oil leak in the Gulf of Mexico, the total cost of the spill to BP PLC (NYSE ADR: BP) continues to mount, and might even threaten the financial stability of the company.
The total cost to BP to date has reached about $760 million, or $22 million a day, compared with an initial estimate of $6 million a day last month, the London- based oil company said. BP's net income in 2009 was $16.6 billion, or $45.4 million a day, in that time, according to separate data compiled by Bloomberg.
Read full article... Read full article...
Tuesday, May 25, 2010
BP's Failure to Stop the Gulf Oil Gusher, Dangers of Extreme Deepwater Drilling / Companies / Oil Companies
By: Washingtons_Blog
The government failed to properly ensure that BP used adequate safety measures, BP and their contractors were criminally negligent for the oil spill, and BP has tried to cover up the problem.
But why hasn't BP stopped the leak?
Read full article... Read full article...
Saturday, May 22, 2010
BP Gets Pass From Obama Administration To Potentially Pollute Lake Michigan / Companies / Oil Companies
By: OilPrice_Com
The Obama administration, already charged with providing political cover for BP in the Gulf of Mexico mega-oil disaster, is also charged with allowing BP to renege on agreements between the firm, the US Environmental Protection Agency (EPA), and the state of Indiana to prevent pollution of Lake Michigan from the firm's Whiting, Indiana refinery near Hammond.Read full article... Read full article...
Thursday, May 20, 2010
Maximizing Crude Oil and Natural Gas Investments / Commodities / Oil Companies
By: The_Energy_Report
"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.
Thursday, May 20, 2010
Gulf Oil Spill Criminal Charges Could Cut BP’s Share Price in Half / Companies / Oil Companies
By: Justice_Litle
Fallout from the BP oil spill is spreading. And far from being "cheap" as some pundits suggest, BP's share price could implode if criminal charges are filed.
It's not looking good for British Petroleum... or the Gulf of Mexico. In fact it's looking like an outright disaster, about as bad as we feared.
Read full article... Read full article...
Wednesday, May 19, 2010
Oiling the Chinese Economic Growth Engine / Companies / Oil Companies
By: Tony_Sagami
Black gold, Texas tea. Bubbling crude. No, I’m not talking about Jed Clampett and the Beverly Hillbillies. I’m talking about oil.
I talked about oil in my last Saturday video report, but the news and growing global demand for oil is worth discussing again.
Read full article... Read full article...
Wednesday, May 19, 2010
British Petroleum (BP) Stock Price Valuation Analysis / Companies / Oil Companies
By: Mike_Stathis
A couple of weeks ago, I released a report discussing how I was able to get in on Merck for big gains, while virtually everyone else left the company for dead after the Vioxx scandal played out. http://www.avaresearch.com/article_details-527.html
I used that example to give readers an idea what they need to do to determine whether a stock should be bought after a catastrophe, and when to buy it (I show several other examples in The Wall Street Investment Bible). Finally, the article illustrates that you need to have an exit strategy in advance. As I mentioned, it was a prelude to a report I would be writing for BP.
Read full article... Read full article...
Monday, May 10, 2010
BP Bites the Bullet: Analyzing the Full Cost of the Gulf Oil Spill / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes: The Exxon Valdez dumped 260,000 barrels of oil off the coast of Alaska, and ExxonMobil Corp. (NYSE: XOM) ended up spending about $4 billion in the wake of that disaster. That means Exxon spent nearly 600 times more on cleanup and litigation than what the oil was actually worth at that time.
So how much will BP PLC's (NYSE ADR: BP) Gulf oil spill, which is significantly greater, set it back?
Read full article... Read full article...
Friday, May 07, 2010
BP Gulf Oil Spill, The Halliburton Connection / Politics / Oil Companies
By: Global_Research
Margot Roosevelt and Jill Leovy write: Investigators delving into the possible cause of the massive gulf oil spill are focusing on the role of Houston-based Halliburton Co., the giant energy services company, which was responsible for cementing the drill into place below the water. The company acknowledged Friday that it had completed the final cementing of the oil well and pipe just 20 hours before the blowout last week.
Wednesday, May 05, 2010
Gulf Oil Spill, Why Not Feel Sorry for BP? / Companies / Oil Companies
By: LewRockwell
It was 21 years ago that the Exxon-Valdez leaked oil and unleashed torrents of environmental hysteria. Rothbard got it right in his piece "Why Not Feel Sorry for Exxon?"
After the BP-hired drilling rig exploded last week, the environmentalists went nuts yet again, using the occasion to flail a private corporation and wail about the plight of the "ecosystem," which somehow managed to survive and thrive after the Exxon debacle.
Read full article... Read full article...
Monday, April 19, 2010
Energy Stocks Sector and XLE ETF Watch / Companies / Oil Companies
By: Mike_Paulenoff
Today we're going to discuss the energy sector. It has lagged the overall market, but it's poised to move higher based on recent technical action and Friday's close as well as geopolitics that could impact the oil industry.
Monday, April 12, 2010
Eye on the Energy Sector Stocks XLE ETF / Companies / Oil Companies
By: Mike_Paulenoff
Today we're going to discuss the energy sector. It has lagged the overall market, but it's poised to move higher based on recent technical action and Friday's close as well as geopolitics that could impact the oil industry.
Friday, March 26, 2010
Big Oil Companies Entering the Shale Natural Gas Arena / Companies / Oil Companies
By: Hans_Wagner
Successful exploration of natural gas from shale has contributed to a drop in natural gas prices during the past two years. Yet the large energy companies have taken notice of the potential from natural gas from shale, lead by Exxon’s acquisition of XTO Energy and the Total/Chesapeake joint venture. Does the move by “Big Oil” indicate a strong future for shale based natural gas?
Wednesday, March 24, 2010
Cardium Oil Stock Valuations – Have We Seen the Peak? / Companies / Oil Companies
By: Keith_Schaefer
Aftermarket on Wednesday March 17, one of the Calgary oil and gas boutique securities firms, Peters & Co., issued an updated Cardium report – which in a nutshell said:Read full article... Read full article...
Tuesday, March 09, 2010
Constructive Signs for Ultra Oil & Gas ProShares ETF DIG / Companies / Oil Companies
By: Mike_Paulenoff
The Ultra Oil & Gas ProShares ETF (NYSE: DIG) popped above key Feb-Mar resistance at 34.40/50 to a recovery high at 35.05, after which it revisited the breakout level into this morning’s low at 34.25. This morning’s upside pivot reversal from 34.25 has propelled the DIG to a higher recovery high at 35.10 so far. The fact that the price structure is holding above the breakout plateau (34.25) within a larger base-like pattern that projects to 37.50 next is a very constructive sign. At this juncture, only a decline that breaks 34.25 will begin to compromise the developing bullish scenario.
Read full article... Read full article...
Monday, March 01, 2010
How to Profit from the Next Spike in Crude Oil Prices / Commodities / Oil Companies
By: Money_Morning
Martin Hutchinson writes: Earlier this week, British company Desire PLC (Pink Sheets: DSPMF) began drilling in an offshore block of the Falkland Islands. Immediately, Argentina President Cristina Fernandez de Kirchner let loose with a howl of rage, and the Summit of Latin American and Caribbean Unity issued a protest against the British company's drilling operations.
Tuesday, February 23, 2010
Oil Companies Standardized Reporting of Oil Wells? / Commodities / Oil Companies
By: Keith_Schaefer
Investors need to understand what they’re reading on IP rates
Should there be a legal or industry accepted standard for reporting IP (Initial Production) rates on oil & gas wells?
Read full article... Read full article...
Monday, February 15, 2010
Offshore Oil Companies Investing The Warren Buffett Way / Commodities / Oil Companies
By: Dian_L_Chu
Commodities, particularly crude, were trending down last week after China's Central Bank raised bank reserve requirements boosting the US dollar against other major currencies. That marks the second time China has raised its bank reserve requirement in a month.
Ongoing worries about the economy stemming from European debt problems, specifically the lack of a firm Greek bailout plan from European leaders also prompted investors moving out of risky assets. Crude oil fell for the first day in five to below $75 a barrel also partly due to government data showing U.S. inventories rose more than forecast.
Monday, February 01, 2010
Another Petrobakken Take-over in the Cardium / Companies / Oil Companies
By: Keith_Schaefer
On Thursday January 27th, mid-tier Canadian oil producer Petrobakken (PBN-TSX) announced its second Cardium area acquisition – Result Energy(RTE-TSX). On January 4, Petrobakken bought out Berens Energy (BEN-TSX). This play has exploded onto the screens of analysts and investors in six short months.
Friday, January 29, 2010
Russia's Gazprom Angel or Demon? / Commodities / Oil Companies
By: OilPrice_Com
Gazprom faces regular opprobrium for its bullying ways of using energy as a pressure and political tool. Seen by some, mostly Russians, as the symbol of a successful and strong Russia, others see it as a dominating juggernaut, economic right arm of the Kremlin implementing, or should we say, imposing its policies by using energy as a weapon.
Monday, January 11, 2010
Determining Oil and Gas Company Valuations / Companies / Oil Companies
By: Keith_Schaefer
How do valuations get set for oil and gas companies? I ask because I’m seeing very fast-rising valuations in the junior and intermediate oil sector that I cover. I have seen junior oil producers valued at $200,000 per flowing barrel recently – more than triple the peer group average.
Wednesday, January 06, 2010
Junior Oil Buyout Validates all Cardium Players-Valuations Moving Higher / Companies / Oil Companies
By: Keith_Schaefer
Junior oil producers with land packages in the Cardium formation are jumping up today after Berens Energy (BEN-TSX) was bought out today by Petrobakken for $2.70 a share. Berens’ stock price had moved up from 50 cents to $2 over the last six months as its Cardium land position became more widely known.
Read full article... Read full article...
Monday, December 21, 2009
Holiday Season Good for Oil Stocks / Commodities / Oil Companies
By: Frank_Holmes
If 2010 follows the pattern of the past 15 years, we are approaching the start of a seasonal climb in the price of crude oil that could present a good investment opportunity in energy-related stocks.
Oil is down from its 2009 peak of $81 per barrel seen in October, but we remain constructive on energy stocks given the improving economy and positive seasonal factors heading into the new year.
Read full article... Read full article...
Friday, December 18, 2009
How to Profit From Russia's New Oil Boom / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D writes: Sergei Kudryashov likes pizza, poker and American jazz. He's also deputy head of the Russian Ministry of Energy (Minenergo) and former VP at NK Rosneft OAO (LSE: ROSN), the No. 1 state-controlled oil producer.
Thursday, December 17, 2009
What Does Global Warming Have to Do with Energy Stocks? / Commodities / Oil Companies
By: Casey_Research
Marc Bustin Ph.D writes: Over the last couple of years, consideration of the effect of climate change has become increasingly important in analyzing a company or market trend — particularly in the energy sector. For example, our very bearish view on the thermal coal producers in North America is due exclusively to the high levels of carbon dioxide that coal-fired power plants generate, and the widely held belief that these emissions contribute to global warming.
Read full article... Read full article...
Wednesday, December 16, 2009
Oil Companies that Won Iraq Crude Oil Bids / Commodities / Oil Companies
By: Money_Morning
Jason Simpkins writes: Iraq has auctioned off more proven oil reserves in the past six months than are collectively held by the United States, Mexico, and the United Kingdom.
But U.S. oil companies have signed surprisingly few development contracts – foreign rivals have swooped in to scoop up major deals.
Monday, December 14, 2009
Cardium Oil Play Valuations Setting Up Big Year for M&A in 2010 / Commodities / Oil Companies
By: Keith_Schaefer
The new Cardium oil play in Alberta is rapidly approaching the stature of Saskatchewan’s famous Bakken play – and this is very good news for investors in Canada’s junior oil and gas sector.
The four year old Bakken play has created huge shareholder wealth for investors, as companies like Crescent Point Energy and Petrobank bought out junior after junior after junior to increase their land base and production profile.
Read full article... Read full article...
Friday, December 11, 2009
Why Russia’s Oil Fields Will Soon Be Crawling with Western Oil Companies / Commodities / Oil Companies
By: Money_Morning
Kent Moors writes: Western oil majors are about to help Moscow solve its energy problem. And that could be a boon for investors.
The traditional Russian oil fields in Western Siberia are well past peak production. Some satellite fields in the region remain, but the extraction gains will be marginal.
Thursday, December 10, 2009
Cap and Trade, Crude Oil and Natural Gas Price Trends / Commodities / Oil Companies
By: The_Energy_Report
Jennings Capital VP and Senior Oil & Gas Research Analyst Greg Chornoboy shares his take on the prospects for prices in oil and natural gas—and what he sees driving those prices—in this exclusive Energy Report interview. Cap and trade, "a lot of smoke and fire and great rhetoric," isn't on his list. Sharing insights into prospective investments, too, Greg favors large, well-capitalized companies for natural gas, while for oil he leans toward what he calls "embryonic" juniors with overseas properties in politically stable jurisdictions. That's where the size of the potential prize can be tempting. But don't look to them as get-rich-quick schemes, he cautions. "If you're not prepared to wait it out, it's not an appropriate investment."
Sunday, December 06, 2009
Colombian Crude Oil, the Next Big Thing? / Commodities / Oil Companies
By: Richard_Mills
The Colombian government has:
- Lifted restrictions on foreigners operating in the oil and gas industries
Read full article... Read full article...
Thursday, December 03, 2009
Oil and Gas Energy Sector is Not Buy and Hold for Ever / Commodities / Oil Companies
By: The_Energy_Report
Inflation is galloping at a 7% pace and a round of one-off corporate profits waiting in the wings are among the near-term sightings in Trader Tracks editor Roger Wiegand's viewfinder. As the veteran prognosticator tells The Energy Report readers in this exclusive interview, while a short-term surplus in oil and natural gas supplies doesn't appear to bode well for expectations of rising prices, the inflationary outlook outweighs the fundamentals, and inflation alone should drive oil up to as high as $100 a barrel.
Wednesday, December 02, 2009
Investors in Junior Oil and Gas Producer Enjoy Cardium Success / Commodities / Oil Companies
By: Keith_Schaefer
Berens Energy (BEN-TSX) was up 23%, or 37 cents, on Monday Nov 30, to $1.95 on much greater than average volume as it reported the highest Initial Production (IP) rate I have ever seen out of the new high profile Cardium oil play in Alberta – 1250 bopd (barrels of oil per day).
Wednesday, November 25, 2009
Oil Stock Valuations Increasing-and Not Just From Higher Crude Oil Prices / Commodities / Oil Companies
By: Keith_Schaefer
I have noticed valuations in the junior oil sector creeping up – sometimes to the point where I have to blink. But it’s not just the increase in the price of oil this year that has driven up valuations.
Technology is increasing how much oil or gas companies can produce from a well in a day, and in the overall amount of oil or gas they can recover from a given formation – essentially how fast and how much they produce. Technology is giving investors more leverage to the price of oil.
Read full article... Read full article...
Tuesday, October 27, 2009
Russia's Gazprom Investing $36 Billion in European Gas Pipeline / Companies / Oil Companies
By: Pravda
Gazprom’s most ambitious political projects - Nord Stream (along the bottom of the Baltic Sea) and South Stream (across the Black Sea) – are worth billions of dollars. The first one of the projects is to be launched in September 2011, whereas the second one does not even have the final construction schedule: the works on the projects started in 2007. However, the second project has all chances to be realized first.
Read full article... Read full article...
Thursday, October 01, 2009
Deep-Sea Crude Oil Reigns Supreme for Byron King / Commodities / Oil Companies
By: The_Energy_Report
A highly regarded energy and resource sector expert who discusses his field fervently whenever possible and whose writings include the top-ranking Outstanding Investments, Byron King brings his views direct to The Energy Report audience in this exclusive interview. While Byron has not bought into the argument that the recession is behind us, he is absolutely sold on deepwater drilling and other plays that bode well for oil as long as the price stays above $70 a barrel. Meanwhile, he's hunting for new investment alternatives in the natural gas arena, and hoping to see the geothermal industry rebuild what he sees as its broken business model.
Thursday, September 24, 2009
Russian Oil and Gas Industry Surprises Analysts / Companies / Oil Companies
By: The_Energy_Report
Renaissance Capital oil and gas analyst Alex Burgansky, who ranks at the top of the list of sector analysts in Russia, shares his insights on the industry and its issues in this exclusive Energy Report interview. Russia's 2009 oil production is up a bit—contrary to the collapse many commentators had predicted—but issues remain. Alex expresses some worries that Russia's oil production will decline, for instance, unless its tax regime stops discouraging investment that taps into the strong reserve base in core producing areas. He also talks how Europe's infrastructure affects the gas it imports from Russia and other parts of the world.
Thursday, September 03, 2009
BP's 'Giant' Oil Discovery Gives the Gulf of Mexico New Life / Commodities / Oil Companies
By: Money_Morning
Jason Simpson writes: BP PLC (NYSE ADR: BP) yesterday (Wednesday) announced a "giant" oil discovery in the Gulf of Mexico that may contain more than 3 billion barrels of oil. The find is evidence of the Gulf's resurrection as a major oil producer, as well as the great lengths - or depths - to which major oil companies must go to find vibrant wells.
Read full article... Read full article...
Tuesday, August 18, 2009
China is Positioned to be the Oil Sector's Next Big Profit Play / Commodities / Oil Companies
By: Money_Morning
Keith Fitz-Gerald writes: If you’re looking for the next “Big Oil” play, bet on Beijing.
As we’ve been reporting for the past several years, China has been on a global commodities shopping spree, which includes locking up every source of oil that it can. The Red Dragon has cut deals in Africa, South America Russia and the Middle East - and won’t stop there. Even the mainstream news media is finally becoming aware of this crucial trend.
Read full article... Read full article...
Thursday, July 09, 2009
Oil Companies Investing, Stick with Proven Track Records and Potential for Discovery / Commodities / Oil Companies
By: The_Gold_Report
From drill rig counts to oil/gas ratios and renewables, Pierce Points author Dave Forest shares his thoughts on the direction the energy sector is headed in this exclusive Energy Report interview. Since predicting commodity prices in the short to medium term is almost impossible, Dave looks for companies with a solid track record and the potential for discovery, which is where the real money investing in the exploration sector is made.
Friday, May 22, 2009
Success in Kurdistan Could Give This Oil and Gas Company a Second Coming / Companies / Oil Companies
By: FleetStreetInvest
Last week, the Oil Ministry of Baghdad quit arguing with the Kurdish government and agreed to permit the export of 100,000 barrels of crude oil per day from Kurdistan. While Baghdad has been stalling, the Kurds have got on with the job of granting licenses to bold, foreign oil prospectors. And now, the latter seem to have the upper hand. While Baghdad may still be refusing to acknowledge the legality of these arrangements, the awkward truth is that Iraq is seeing its oil revenues fall through a combination of lower world prices and its failure to develop its own industry. In short, it needs the money.
Wednesday, May 13, 2009
Six Ways for Investors to Profit From Canada's Oil Sector / Commodities / Oil Companies
By: Money_Morning
Martin Hutchinson writes: With oil finally trading back above the $50-a-barrel level, it’s time to recognize that crude prices are probably not going to remain low for very long, and may end up fluctuating in the $50-$80 range - regardless of what happens to the prices of other commodities.
Monday, May 11, 2009
U.S. Economy in Free Fall, Why is the Arctic National Wildlife Reserve in this picture? / Politics / Oil Companies
By: Robert_Singer
The world is engulfed in a global economic crisis of staggering ferocity rivaling three other financial meltdowns—which all began in the month of October. [1]Read full article... Read full article...
Tuesday, May 05, 2009
Russia's Gazprom's Revenue Slumps / Commodities / Oil Companies
By: Pravda
The reduction in demand for natural gas turned out for Gazprom to be an almost fivefold profit slump. It can be explained with the reduction of gas consumption in the far and near abroad as well as with the price cut on European long-term contracts and the January transit crisis with Ukraine. The Central Asian plots did their bit too: Gazprom gets the Asian gas three times more expensive now, The Vedomosti newspaper wrote.
Read full article... Read full article...
Friday, May 01, 2009
Don’t cry for them - Exxon / Companies / Oil Companies
By: LiveCharts
Big oil companies like Exxon Mobil and Marathon Oil are likely among those most appreciative that sectors of the economy, like the car industry, have dominated news in recent months. While the Big 3 automakers have come under fire for poor corporate management, credit problems, and use of bailout funds, Exxon and others are basking in the glow of relative silence.
Read full article... Read full article...
Monday, April 27, 2009
The Best Way to Play the Coming Crude Oil Rebound / Commodities / Oil Companies
By: Investment_U
David Fessler writes: Crude oil is at a one month low, and lately it’s done nothing but drift lower and lower.
Sadly, that’s about to change.
Read full article... Read full article...
Tuesday, April 14, 2009
There's an Amazing Opportunity to Double Your Money in Oil Stocks / Commodities / Oil Companies
By: DailyWealth
Matt Badiali writes: Around this time last year, I was talking oil and gas investing into a big, smelly microphone.A friend had lined up the interview for a local radio show in Abilene, Texas. I'm not sure who was in the hot seat before me, but he must be a big fan of Skoal
Read full article... Read full article...
Wednesday, March 25, 2009
Breakout Expected for Crude Oil Services OIH ETF / Commodities / Oil Companies
By: Mike_Paulenoff
My near-term pattern and momentum work argue that the OIH is nearing the completion of its 3-session sideways digestion period in the aftermath of last Friday's recovery rally high. Once the bullish coil is complete, the OIH should thrust to the upside towards a next target of 87.00-87.50. Only a decline that breaks below 82.00 will begin to compromise my current bullish outlook.Read full article... Read full article...
Saturday, March 21, 2009
Russian Oil Giants Absent from World’s 10 Biggest Oil Companies / Commodities / Oil Companies
By: Pravda
Energy Intelligence Group published the list of world's 50 largest oil companies. The companies of such little-known countries as Kazakhstan and Uzbekistan were included in the top 50 for the first time ever. Russian oil giants were not listed in the top ten.Read full article... Read full article...
Thursday, February 12, 2009
Profit from the End of Cheap Oil: Petrobras / Companies / Oil Companies
By: Oxbury_Research
I knew I had made a mistake only seconds after I did it. I had decided to sit down and watch CNBC's Power Lunch with the sound ON for a few minutes while I ate my sandwich. I figured – how many brain cells would I possibly kill off in just a couple of minutes?
However, I had forgotten about my high blood pressure. Bill Griffeth was talking to some oil trader about oil which was up a few pennies on the day. Bill Griffeth began lecturing the trader, “Why in the world is oil up? How can oil possibly be up in the face of deflation, demand destruction, etc.”
Read full article... Read full article...
Thursday, January 22, 2009
Investing in Oil Stocks as Dividend Paying Currencies / Commodities / Oil Companies
By: Oxbury_Research
The Holy Book tells us that there is a time to every purpose under heaven. Or was that the Byrds? In any event, these times have done an outstanding job of confounding all the investment world's beastly inhabitants, bull and bear alike. Just where the markets are headed a day or two from now is anybody's guess.Read full article... Read full article...
Thursday, January 08, 2009
Ultra Oil & Gas ProShares Bottoming Pattern Maturing / Commodities / Oil Companies
By: Mike_Paulenoff
The overall base-like pattern carved out by the Ultra Oil & Gas ProShares (NYSE: DIG) during the past 3 months appears to be maturing now. The upmove off of the Dec 24 low at 24.46 to the Jan 6 high at 34.79 appears to be the central upleg off of the Nov 20-Dec 5 double bottom at 21.42-21.71. Read full article... Read full article...
Friday, October 24, 2008
Why Cheap Oil is Great for the Oil Majors / Commodities / Oil Companies
By: John_Henry
For the last 3 years, the world's oil majors have not had an easy time from the oil producing states. Increasing oil prices has led to a complacent attitude by oil reliant governments. This often masks inefficiency, sometimes corruption, and has led to high taxation coupled with unsound business practices. Russia's oil production for instance, has been reducing each year despite the governments desire to increase output. Read full article... Read full article...
Tuesday, September 23, 2008
A Bounceback for the Mid-cap Energy Sector? / Companies / Oil Companies
By: Evan_Smith
In the first half of 2008, mid-cap energy stocks significantly outperformed their large-cap counterparts as investors prized the faster production growth found in many of the mid-cap names.
The trend line fell off abruptly at the beginning of July, when market sentiment for energy and other commodities underwent a dramatic change. Distressed hedge funds and other investors have scrambled for cash in the third quarter, and to get that cash, they have sold the best-performing stocks of the first half of the year -- energy stocks, and more specifically, mid-cap energy stocks that are challenged to absorb the selling pressure.
Read full article... Read full article...
Tuesday, July 15, 2008
Investing in Oil to Beat Inflation / Commodities / Oil Companies
By: Mike_Stathis
According to Washington , the official inflation rate is around 4.1%. At this point, I think it's obvious most consumers know this data is wrong. Of course some people accept anything Washington reports, especially the agenda-driven “experts” on television who bring in media hams as cheerleaders to spread the ludicrous propaganda of a strong economy.
You don't need a Ph.D in economics or finance to know that inflation is approaching levels similar to those seen in the 1970s. In fact, those who have been formally trained in these disciplines are more likely to miss what is really going on because they've been programmed to think that fancy math is always superior to common sense. But they often neglect to consider the fact that new standards are continuously being devised to hide the real data - from inflation and unemployment numbers to GDP and poverty statistics.
Read full article... Read full article...
Wednesday, July 09, 2008
Oil Stocks Will Continue To Under Perform The Oil ETF / Commodities / Oil Companies
By: Chris_Vermeulen
Oil stocks will under perform crude oil and the o il etf for the next several years - but Energy Juniors will outperform both.
The market is now setting up for a great entry point into junior oil Stocks!
When it comes to morbid fascination, this chart takes the Cake!
Read full article... Read full article...
Friday, June 13, 2008
Exxon Exits Low Profit Gas Pump Retail Business / Companies / Oil Companies
By: Mike_Shedlock
The Wall Street Journal is reporting Out of Gas:Exxon to Exit Low-Profit Retail Pumps .Exxon Mobil Corp., purveyor of one of the most recognizable gasoline brands in the world, is getting out of the domestic retail gasoline business. The oil giant said Thursday that over the next few years it will sell the 2,220 gasoline stations it owns in the U.S.
Read full article... Read full article...
Sunday, April 27, 2008
Crude OIl Hits $119- Ways to Profit From Peak Oil / Commodities / Oil Companies
By: Martin_Hutchinson
Venezuelan President Hugo Chavez said a few months ago that if the United States invades Iran , we could expect to see oil at $200 a barrel. With oil already approaching the $120 mark, we may get there even without invading Iran.
[Perhaps President Chavez could be tempted out of his chaos-causing rule in Caracas with the offer of a rich and perk-filled oil-analyst's job at Goldman Sachs Group Inc. ( GS )].
Read full article... Read full article...
Saturday, March 15, 2008
Crude Oil Bull Market Uncovers Two New Investment Opportunities / Commodities / Oil Companies
By: Elliot_H_Gue
There are few countries or regions of the world that are seeing real growth in oil production. The simple fact is that the large onshore fields that have met the world's oil demand for decades are now mature and already seeing declining production.
To offset declines from these easy-to-produce oil and gas fields, producers will increasingly target smaller, more-complex fields, as well as fields that are harder and more expensive to reach.
Read full article... Read full article...
Friday, March 14, 2008
Crude Oil Weakness Ahead Means Rally for Macroshares Oil Inverted / Commodities / Oil Companies
By: Mike_Paulenoff
At the very least, my near-term work in the MACROshares Oil Down Tradeable Shares (AMEX: DCR) is warning me that the Jan-Mar decline from near 15.00 to 8.00 is complete, and that a recovery rally period has started that should carry to a minimum of 10.00/30. Only a resumption of weakness that violates 8.00 will invalidate my current outlook, which will imply that crude oil prices are roaring again.Read full article... Read full article...
Friday, February 15, 2008
Oil Stocks vs. Crude Oil and S&P Stock Market Index / Commodities / Oil Companies
By: Zeal_LLC
Crude oil's fundamentals are extraordinarily bullish. Global demand for oil is growing relentlessly, and most consumers have little choice but to pay virtually any price for this critical fuel. Meanwhile global production growth is slowing as old oilfields deplete and major new finds become exceedingly rare. This structural deficit has driven oil prices to record highs, leading to fortunes earned by the companies that produce this scarce and valuable commodity. Investors and speculators have naturally migrated into oil stocks to ride this secular trend. But lately owning the oil stocks has been an exercise in frustration. Read full article... Read full article...
Thursday, February 14, 2008
Beat the Market Investing - Best Buys in Oil Refiners / Commodities / Oil Companies
By: Hans_Wagner
To beat the market investors need to find opportunities where they have a good chance to achieve above average returns. In recent years, refiners have benefited from the expanding crack spread that exists during the spring and summer months. As a result, they have experienced a seasonal rise in the price of their stock as demand for gasoline increases during the spring and summer months. Moreover, many of the current refineries are aging and tend to encounter unplanned outages, especially during the spring and summer months causing supply shortages. This pattern provides investors with a good opportunity to make some money, with low risk. The purpose of this article is to give you some of my thinking on the key economic drivers for refiners and then identify which refiners are best positioned to take advantage of this year's cycle. Read full article... Read full article...
Thursday, February 07, 2008
Crude Oil Pullback Is a Gift For Energy Investors! / Commodities / Oil Companies
By: Money_and_Markets
Sean Brodrick writes: Oil prices are pulling back right now — below $90 a barrel. Let me tell you, I think oil is very inexpensive at that price, especially when you consider how absolutely amazing oil really is — how our entire civilization runs on it.
Along with the 86 million barrels per day that the world uses for fuel, petroleum plays a starring role in agriculture, industry, plastics, and building materials. It heats our homes, grows our food, and provides us with entertainment.
Read full article... Read full article...
Tuesday, February 05, 2008
Proshares UltraShort Oil and Gas Index ETF Climbs Higher / Commodities / Oil Companies
By: Mike_Paulenoff
The DUG (UltraShort Oil & Gas, ETF), my hedge postion against a nasty but well overdue correction in the energy names and indices, is beginning to climb... Let's take a look..Read full article... Read full article...
Saturday, December 29, 2007
Importance of Energy Sector Stocks Selection / Companies / Oil Companies
By: Elliot_H_Gue
Perhaps one of the most-frustrating myths about investing in the energy patch is that it's all about predicting the direction of oil and natural gas prices.
One commonly held belief is that oil and gas-related stocks all move as a group--basically, in the same direction as the underlying commodities. For that matter, I've heard plenty of times from investors who believe that nuclear power, alternative energy and other non-hydrocarbon energy plays also follow oil and natural gas prices.
Read full article... Read full article...
Friday, November 02, 2007
Crude Oil Approaching $100 - Dynamics of the Oil and Energy Markets / Commodities / Oil Companies
By: Andy_Sutton
As oil prices continue to forge higher highs in a seemingly inevitable journey to the $100/barrel mark, it becomes more important for individuals to understand the dynamics of the oil and energy markets. Typically, people think of the price of oil and related energy products from an expense perspective. They worry about how rising gas prices will affect their budget for instance. Or, for those who use oil to heat their homes, they struggle with the ever-increasing cost of heating oil pre-pays. However, there is some good news here also. It is possible for rising energy costs to affect the income side of your personal ledger too. Since oil prices are constantly in the headlines these days, it seems timely to discuss some of these investment possibilities in greater detail. Read full article... Read full article...
Friday, October 19, 2007
Technical Damage to Energy Stocks, XLE / Commodities / Oil Companies
By: Mike_Paulenoff
The weakness in the Energy Select SPDR (AMEX: XLE) today has inflicted some technical damage to the near-term chart structure. Let's notice that the plunge beneath 77.10/00 has violated the up-trendline off of the August low, which has triggered downside follow-through to initial support at 76.00-75.80. Judging from the very negative juxtaposition of the price action and sharply declining RSI momentum gauge, I expect additional weakness to press the XLE towards 74.00 prior to any meaningful recovery rally period.Read full article... Read full article...
Tuesday, October 16, 2007
Oil Refiners Profit Margins Seasonal Weak As Crude Oil Rises and Gasoline Prices Fall / Companies / Oil Companies
By: Elliot_H_Gue
During the past two weeks, we've heard negative pre-announcements or weaker-than-expected earnings guidance from a number of energy firms, including Marathon Oil , Valero Energy and Chevron Corp . To some, this appears incongruous: With crude trading near all-time highs, the conventional wisdom is that these firms should be making record profits. Read full article... Read full article...
Tuesday, October 02, 2007
Waiting to Sell Short the Energy Sector ETF (XLE) / Commodities / Oil Companies
By: Mike_Paulenoff
The S&P Select Energy ETF (AMEX: XLE) is at a crossroads right here. On one hand, I can make the case that all of the action since the 9/21 high at 76.30 represents a high-level congestion area between 76 and 73.50, which when complete (in a matter of hours) should resolve itself in one more thrust to new highs that projects to 78-79 prior to the end of the entire upleg from 8/16 (62.73).Read full article... Read full article...
Thursday, August 23, 2007
Drilling Down : Crude Oil Stocks Buying Opportunity / Companies / Oil Companies
By: Elliot_H_Gue
Investors swamped my email when news hit that some oil crews were “fleeing” the advance of Mean Dean in the Gulf of Mexico.
These investors have seen some hard bounces of late on the Street's “mechanical” bull, looking for good buys to the upside. Most readers asked me the same question: “I'm tempted by the bargains out there, but this is hurricane season. Should I invest in the energy patch right now?”
Read full article... Read full article...
Monday, August 13, 2007
MPTrader - Oil Stocks In Recovery Bounce / Commodities / Oil Companies
By: Mike_Paulenoff
Once again we have oil prices (+$1.40) climbing sharply along with equities, which purely is a function of market liquidity -- that is, the re-entry of market liquidity. Central Bank infusion has alleviated the immediate real or psychological need to jettison commodities to raise cash. From a technical perspective, oil and the US Oil Trust (AMEX: USO) were overdue for a recovery rally into the Thurs-Fri lows around $54 (basis the USO).
Read full article... Read full article...
Wednesday, July 25, 2007
MPTrader - Crude Oil Resurges! / Commodities / Oil Companies
By: Mike_Paulenoff
Yesterday at this time it certainly looked as though oil was kaput -- on the way to the bowels of the earth (where it is fond). Not any more, right? Today's nearly $2 upmove in the US Oil Fund (AMEX: USO) and crude oil futures comes right off of the sharply rising 20 DMA (we discussed the powerful support level yesterday), and leads me to revert back to my commentary from a few days ago, which outlined the "final" (higher) targets off of the multi-month base pattern (shown below) of 78 and 84.Read full article... Read full article...
Friday, July 20, 2007
Energy Stocks Due for a Correction, Which Would Present a Buying Opportunity / Commodities / Oil Companies
By: Zeal_LLC
In a rapidly developing world starved for energy, the powerful surge in energy stocks in recent months certainly has a strong fundamental foundation. With decades left to go in the massive industrialization of Asia , global energy demand is going to continue relentlessly growing for many years to come.
And as long as worldwide demand growth exceeds supply growth, energy prices have no economic choice but to continue to rise on balance. This is why energy stocks are probably the best long-term investment in the world today. I started speculating in them in 2001 and have laid up big investments in elite energy producers in the years since. In the specific case of oil stocks, their valuations remain so low that they are also true value plays in addition to being highly leveraged to the structural energy deficits.
Read full article... Read full article...
Tuesday, May 01, 2007
BP Lord Browne's Immediate Resignation on Losing Court Battle due to Lieing to the Court / Companies / Oil Companies
By: Phillipa_Green
In surprising and shocking news earlier today, Lord Browne announced his immediate resignation as BP's Chief Executive. Following the lifting of the court injunction which prevented Associated Newspapers from printing details concerning Lord Browne's private life.
The judge Justice Eady criticised Lord Browne for lieing at the initial injunction hearing concerning the newspaper allegations in January 2007.
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Tuesday, April 17, 2007
EIA Summer Outlook: Good for Natural Gas Stocks? / Companies / Oil Companies
By: James_Finch
The surprise Northeaster blowing across the eastern United States may have confirmed the final bottom for hibernating natural gas and coalbed methane (CBM) company shares. The winter storm followed this past Tuesday's Energy Information Administration (EIA) Short-Term Energy & Summer Fuels Outlook.The EIA forecast higher natural gas prices, this summer, while spot WTI crude oil prices are expected to decline. “On an annual basis, the Henry Hub spot price is expected to average about $7.83 per mcf in 2007, an 89-cent increase from the 2006 average, and $8.11 per mcf in 2008.” The EIA expects summer 2007 natural gas prices to rise by 17.7 percent over the past summer. For this year, natural gas prices would increase by 12.8 percent over 2006.
The statistical arm of the U.S. Department of Energy cited, “Concerns about extreme weather conditions and rising prices in the oil market will keep upward pressure on the Henry Hub spot price during much of the forecast period.” The report pointed out that “electric power demand for natural gas increases during the summer cooling season.”
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Friday, April 13, 2007
Energy Corporate Earnings Season - Lowering the Bar / Companies / Oil Companies
By: Elliot_H_Gue
Corporate earnings reports for the first quarter are just starting to roll in; a slew of energy companies are scheduled to report earnings between now and the end of April. Earnings season is always an important time for stocks. Several times in the past two years comments from the bigger firms in the energy industry have revealed key emerging trends.But investors often interpret earnings reports and management commentary the wrong way. You can't analyze a company's results in a vacuum, nor can you simply compare results with analysts' expectations and decide whether a release is positive or negative for the stock.
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Thursday, April 12, 2007
BP's Browne steps down with £60 million plus Golden Handshake / Companies / Oil Companies
By: Phillipa_Green
Institutional shareholders rewarded Lord Browne a golden handshake that could be worth more than £60 million, after much criticism from smaller shareholders at BP's AGM.Read full article... Read full article...
Friday, March 23, 2007
Amex Oil Index (XOI) getting set for a possible strong Upside Breakout / Stock-Markets / Oil Companies
By: David_Petch
The chart of the XOI is getting more and more interesting each week. The XOI has shot up the past few days and is set to break out of an apparent wedge structure; should it break to the upside then the next impulsive move is underway. The Bollinger bands are still contracting, indicating a contraction in volatility (sorry, not revealing much information in their current pattern).Read full article... Read full article...
Wednesday, September 20, 2006
SHELL's $20 billion problem with Sakhalin 2 / Companies / Oil Companies
By: Shahla_Walayat
After the Russian's shut down Yukos Oil, not it seems that it is Shells turn and the giant $20 billion Sakhalin Island oil project as the Russian government look to increase the states stake in Russia's energy projects.
State run Gazprom wants a 25 percent stake in Sakhalin-2. Talks have been suspended after development costs had doubled from $10 billion to $20 billion. Shell owns 55% of the project. The Natural Resources Ministry intensified probes of the venture's environmental safety standards and signed an order this week to cancel part of Shells licence on environmental grounds.
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