Energy stocks 2014:The North American oil and gas boom is setting the energy sector ablaze right now. A boom in supply, coupled with a projected 56% increase in the global consumption of oil and gas by 2040, means that some of the best investments are in energy.
But it's important to know which energy stocks give the best returns with the lowest risk.To continue reading, please click here...
The Irresistible Future of Natural Gas Investing
Today, I'm flying back from Houston... again.
It seems I've been spending quite a bit of time in Texas these days - and for good reason. The rollout of our exciting 25-well oil and natural gas investing project is just one.
But another revolves around the tremendous changes in the industry itself, especially when it comes to natural gas.
In fact, I just presented the keynote address before the annual meeting of the Gas Compressor Association at the Moody Gardens Convention Center in Galveston.
It dealt with the inescapable and irresistible future of natural gas.Here's what I told those assembled about the new, "gas-driven" world...
The Energy "Crisis Curve" Is Accelerating in a Dangerous Part of the World
Sitting in a new land of plenty, Americans rarely notice disturbing energy trends elsewhere in the world.
But in the course of my global work, it's impossible not to recognize there are serious energy shortages developing in other parts of the world.
In fact, I'm beginning to see worrisome indications this energy "crisis curve" is now accelerating.To continue reading, please click here...
This Texas Play Has All the Components of a Massive Energy Investing Winner
Marina and I returned home from Houston late Wednesday night. After trips to London and Mexico City, we were tired to say the least... but also very excited.
That's because our latest trip allowed us to spend several days visiting the initial drilling sites for Money Map Project #1 in South and East Texas.To continue reading, please click here...
The Government Foil to Energy Independence (and Profit)
As the rush to export liquefied natural gas (LNG) gathers steam, the Energy Advantage portfolio is primed for even bigger gains.
Make no mistake, LNG exports are now set to hand us one of the best investment opportunities of the decade.
That’s a stunning reversal from just seven years ago, when everyone agreed the United States would be using LNG imports to meet 15% of its gas needs by 2020.
However, the unconventional shale boom (shale, tight, and coal bed methane) has changed everything we used to think about natural gas.
Now, even the most conservative Russian estimates acknowledge that the U.S. could be providing between 6% and 8% of all LNG exports worldwide by 2020.
In fact, Cheniere Energy Inc. (NYSE: LNG) has already garnered no fewer than five huge, multi-billion dollar, 20-year contracts with some of the largest European and Asian importers.
But new developments have suddenly thrown up another hurdle that threatens to delay all of this economic promise.
Here’s the countermove that’s brewing in Washington, D.C… Full story...
Natural Gas Stocks 2014: A Bullish Sign from This LNG Export News
Natural Gas Stocks 2014: As Russia's clash with Ukraine and the West boils on, pressure is mounting for the federal government to loosen export regulations on U.S. liquefied natural gas.
Currently, the U.S. exports natural gas to only a handful of countries, such as Canada. No U.S. LNG is exported to Europe.
That's mainly because the key factor in gaining the U.S. Department of Energy's blessing to export is whether or not the importing country has a free-trade agreement (FTA) with the United States.To continue reading, please click here...
Alert: These Energy Stocks Are Most at Risk in the Ukraine Crisis
The Ukraine crisis has taken another turn.
A referendum is now set to take place on Sunday (March 16) to decide if the Crimean peninsula will become part of Russia, and the outcome is hardly in doubt.The overwhelming majority of the population there is Russian ethnic, speaks Russian, and will almost certainly vote in huge numbers to become part of Russia.
SolarCity (Nasdaq: SCTY) Stock Strong Despite Earnings Delay
SolarCity Corp. (Nasdaq: SCTY) stock was up more than 2.8% in early trading Tuesday despite the fact that the company delayed its Q4 earnings report for the second time.
The company announced yesterday (Monday) that it found an accounting error relating to its overhead expenses and now has to restate its 2012 and 2013 financial results. The earnings are expected to be released on March 18.To continue reading, please click here...
Why the Rising Tide in Oil Hasn't Been as Good for Offshore Drilling Ventures
The spread between West Texas Intermediate (WTI) and Brent continues to narrow.
Thanks to additional new U.S. pipeline capacity and the growing volume of oil product exports from American refineries, the glut of excess storage at Cushing, Okla., is shrinking.
This ongoing glut has been the single biggest reason why WTI trades at a discount to Brent. As I write this, WTI is approaching $104 a barrel and Brent $111.
With crude oil prices continuing to rise, you would think that would be good news for both onshore and offshore drilling ventures.
But it's just not so, at least in the short term.
The distribution between onshore and offshore projects has changed in favor of land-based drilling, driven largely by unconventional oil.
This is merely the latest sign that, in oil at least, a rising tide does not equally raise all boats.Here's what this new development means for offshore investors...
Energy Investing: This "Secret Ingredient" Generates Solar Power at Night
As solar power enthusiasts know all too well, renewable energy has the same problem that the "normal" generation of electricity does: how to store all of the energy produced so that it can be used when it's needed.
For solar power, that means even at night.
To date, this conversation has always centered around discovering new battery technologies.To continue reading, please click here...
Janet Yellen Sticks to the Script (Here's What It Means for Investors)
And just like they did for her predecessors, the markets hung on every single word.
Except in this case, nobody (and I mean nobody) expected any major fireworks. What they were looking for instead was a confirmation that it would be "business as usual."To continue reading, please click here...
This Is a Clear Path to Profits (Even in Volatile Markets)
It was quickly becoming OPEC's worst nightmare: By the mid-1980s, oil prices had begun to collapse.
What's more, renegade cartel members were selling more oil than their monthly quotas allowed, which merely made a bad situation even worse.
Ordinarily, that was a point when the Saudis usually would step in and cut their own exports.
But by then, the pricing situation had become untenable. Instead, the Saudis embarked on a bold new strategy.
First, they opened up their own spigots and flooded the market with crude. This taught those recalcitrant OPEC members a big lesson about lost revenues.
Second, they also introduced a "netback" pricing strategy that proved to be far more important - both for them and today's energy investors.
This new strategy considered the entire pricing sequence, using refinery margins (the difference in cost between processing and prices on the wholesale level) as a measure of prices upstream and downstream.
Now, 28 years later, the same netback strategy has made a comeback that has handed us a clear path to profits - even during periods of high volatility.
Here's how this strategy works... Full Story
Teekay LNG Stock (NYSE: TGP): Get 6.7% Yield from This LNG Shipping Leader
We've been covering how companies that export liquefied natural gas are a good buy today - but investors can double their profits by also investing in the industry's shipping sector with Teekay LNG stock.To continue reading, please click here...
LNG Stock Prices: Three Reasons 2014 Will Bring the Biggest Gains Yet
The best example of how developments in the liquefied natural gas export boom can boost LNG stock prices is Cheniere Energy Inc. (NYSE MKT: LNG) - which soared 118% over the past year.
That may be just the start of the fireworks for LNG stock prices - especially Cheniere.To continue reading, please click here...
- The Best "Yardstick" for Picking Oil and Gas Stocks to Buy Determining fair value is vital when deciding whether a stock is a good buy or not. In the case of energy stocks, there happens to be a yardstick investors can use to bring home market-beating trades time and time again. And the best part is, hardly anyone else is using it...
- Two of Today's Best Investments in the Growing Trend of Energy Security We've seen how the U.S. shale oil and gas boom has created a lot of new investing opportunities in the energy sector. As U.S. production soars, however, so do the risks to the infrastructure required to get the oil and gas out of the ground and into people's homes and autos. Now energy security is growing into a handsome profit opportunity of its own...